B&L Asset Management LLC Reduced Holdings in Q2 2025

B&L Asset Management LLC

  • $175 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DE
Deere & CO

Industrials
-3.35K
- 67.97%
$412.99 - $531.48 $1.38M - $1.78M
1.58K $803M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-762
- 8.93%
$390.26 - $489.06 $297K - $373K
7.77K $3.15B
AAPL
Apple Inc.

Technology
-2.3K
- 14.68%
$172.42 - $223.89 $397K - $515K
13.4K $2.74B
CVX
Chevron Corp

Energy
-1.25K
- 5.85%
$133.73 - $168.51 $167K - $211K
20.1K $2.89B
AZO
Autozone Inc

Consumer Cyclical
-116
- 5.87%
$3478.38 - $3880.15 $403K - $450K
1.86K $6.9B
MA
Mastercard Inc

Financial Services
-939
- 7.39%
$479.92 - $590.74 $451K - $555K
11.8K $6.61B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-75
- 1.22%
$421.16 - $509.5 $31.6K - $38.2K
6.07K $2.7B
PEP
Pepsico Inc

Consumer Defensive
-1.02K
- 13.79%
$128.02 - $151.37 $131K - $154K
6.38K $842M
XOM
Exxon Mobil Corp

Energy
-1.27K
- 13.28%
$99.93 - $119.04 $127K - $152K
8.31K $896M
HD
Home Depot, Inc.

Consumer Cyclical
-664
- 33.38%
$335.24 - $380.78 $223K - $253K
1.33K $486M
TRV
Travelers Companies, Inc.

Financial Services
-992
- 5.07%
$233.83 - $276.34 $232K - $274K
18.6K $4.97B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.7K
- 3.55%
$119.13 - $135.03 $203K - $230K
46.2K $5.71B
SM
Sm Energy CO

Energy
-600
- 6.84%
$20.39 - $30.52 $12.2K - $18.3K
8.18K $202M
JNJ
Johnson & Johnson

Healthcare
-31
- 0.77%
$146.36 - $159.82 $4.54K - $4.95K
4K $611M
V
Visa Inc.

Financial Services
-204
- 4.79%
$308.27 - $373.31 $62.9K - $76.2K
4.05K $1.44B
EW
Edwards Lifesciences Corp

Healthcare
-3.9K
- 8.31%
$67.07 - $78.22 $262K - $305K
43K $3.37B
CMCSA
Comcast Corp

Communication Services
-197
- 1.53%
$32.84 - $36.72 $6.47K - $7.23K
12.7K $451M
VLO
Valero Energy Corp

Energy
-208
- 3.84%
$104.69 - $141.77 $21.8K - $29.5K
5.2K $699M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-154
- 1.94%
$51.14 - $57.0 $7.88K - $8.78K
7.79K $443M
Neos ETF Trust
-172
- 2.35%
N/A
7.15K $375M
NXPI
Nxp Semiconductors N.V.

Technology
-1.55K
- 11.37%
$153.5 - $218.72 $237K - $338K
12.1K $2.63B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-37
- 0.31%
$41.45 - $54.46 $1.53K - $2.02K
11.8K $616M
MS
Morgan Stanley

Financial Services
-5
- 0.16%
$99.83 - $140.86 $499 - $704
3.14K $442M
BAC
Bank Of America Corp

Financial Services
-111
- 0.6%
$34.39 - $47.46 $3.82K - $5.27K
18.4K $872M
MAR
Marriott International Inc

Consumer Cyclical
-13
- 0.42%
$211.12 - $274.14 $2.74K - $3.56K
3.1K $846M
VEA
Vanguard Ftse Developed Market

ETFs
-517
- 2.0%
$45.65 - $57.01 $23.6K - $29.5K
25.3K $1.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-18
- 0.54%
$456.74 - $568.03 $8.22K - $10.2K
3.34K $1.9B
RTX
Raytheon Technologies Corp

Industrials
-972
- 3.61%
$113.75 - $148.48 $111K - $144K
25.9K $3.78B
COST
Costco Wholesale Corp

Consumer Defensive
-14
- 0.26%
$908.13 - $1056.85 $12.7K - $14.8K
5.42K $5.36B
AEM
Agnico Eagle Mines LTD

Basic Materials
-588
- 1.86%
$99.48 - $124.46 $58.5K - $73.2K
31K $3.69B
AXP
American Express CO

Financial Services
-29
- 0.48%
$231.39 - $318.98 $6.71K - $9.25K
6K $1.91B
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 0.21%
$167.32 - $223.3 $3.68K - $4.91K
10.5K $2.3B
GOOGL
Alphabet Inc.

Communication Services
-225
- 1.21%
$144.7 - $178.6 $32.6K - $40.2K
18.3K $3.23B
TT
Trane Technologies PLC

Industrials
-67
- 1.63%
$315.21 - $437.41 $21.1K - $29.3K
4.03K $1.76B
MSFT
Microsoft Corp

Technology
-180
- 0.81%
$354.56 - $497.45 $63.8K - $89.5K
22.1K $11B
AVGO
Broadcom Inc.

Technology
-5.49K
- 9.89%
$146.29 - $275.65 $803K - $1.51M
50K $13.8B
Activity Summary
Buys All Purchases 50 New Holdings 21 Increased Positions 29 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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