Expect Equity LLC Portfolio Holdings

Expect Equity LLC

  • $93.7 Billion
  • Q2 2025

Expect Equity LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $93.7 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cousins Properties Inc with a value of $3.34B, Hasbro, Inc. with a value of $3.33B, Bel Fuse Inc. with a value of $3.15B, Mks Instruments Inc with a value of $3.13B, and Oshkosh Corp with a value of $3.1B.

Examining the 13F form we can see an increase of $4.81B in the current position value, from $88.9B to 93.7B.

Expect Equity LLC is based out at Pikesville, MD

Below you can find more details about Expect Equity LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.7 Billion
Industrials: $23.8 Billion
Technology: $18 Billion
Healthcare: $11 Billion
Financial Services: $10.2 Billion
Consumer Defensive: $8.64 Billion
Consumer Cyclical: $7.53 Billion
Real Estate: $3.34 Billion
Energy: $2.87 Billion
Other: $2.86 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.01B
$3.34 Billion 3.57% of portfolio
111,331
Q2 2025 Reduced 7.48%
$9.16B
$3.13 Billion 3.34% of portfolio
31,490
Q2 2025 Added 6.35%
$8.9B
$3.1 Billion 3.31% of portfolio
27,345
Q1 2025 Reduced 7.1%
$6.59B
$2.97 Billion 3.17% of portfolio
56,719
Q1 2025 Reduced 11.31%
$5.97B
$2.97 Billion 3.17% of portfolio
72,800
Q2 2025 Reduced 37.86%
$8.96B
$2.74 Billion 2.93% of portfolio
45,400
Q2 2025 Reduced 15.14%
$2.01B
$2.74 Billion 2.92% of portfolio
20,916
Q2 2025 Reduced 10.94%
$6.49B
$2.42 Billion 2.59% of portfolio
49,545
Q4 2024 New
$8.43B
$2.41 Billion 2.57% of portfolio
24,485
Q1 2025 Added 19.68%
$2.08B
$2.41 Billion 2.57% of portfolio
141,590
Q2 2025 Added 22.84%
$3.02B
$2.3 Billion 2.46% of portfolio
35,630
Q2 2025 Added 11.31%
$3.87B
$2.23 Billion 2.38% of portfolio
27,224
Q2 2025 Added 2.25%
$9.34B
$2.23 Billion 2.38% of portfolio
42,940
Q4 2024 New
$5.66B
$2.16 Billion 2.31% of portfolio
52,440
Q2 2025 Added 22.29%
$4.93B
$2.12 Billion 2.26% of portfolio
65,161
Q1 2025 Reduced 14.56%
$2.16B
$1.94 Billion 2.07% of portfolio
165,509
Q4 2024 New
$6B
$1.89 Billion 2.02% of portfolio
11,148
Q2 2025 Reduced 12.21%
$2.21B
$1.61 Billion 1.72% of portfolio
25,218
Q1 2025 Reduced 13.1%
$2.55B
$1.58 Billion 1.69% of portfolio
21,224
Q2 2025 Added 16.62%
$2.4B
$1.19 Billion 1.27% of portfolio
29,398
Q1 2025 Reduced 3.29%
$2.38B
$1.15 Billion 1.23% of portfolio
41,780
Q4 2024 New
$4.62B
$995 Million 1.06% of portfolio
10,644
Q4 2024 New
$2.17B
$980 Million 1.05% of portfolio
48,815
Q4 2024 New
$4.44B
$867 Million 0.93% of portfolio
15,232
Q2 2025 Added 28.74%
$2.8B
$748 Million 0.8% of portfolio
11,538
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $93.7 Billion
  • Prior Value $88.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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