Broyhill Asset Management Portfolio Holdings

Broyhill Asset Management

  • $114 Billion
  • Q3 2025

Broyhill Asset Management has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $6.74B, Philip Morris International Inc. with a value of $6.63B, Iqvia Holdings Inc. with a value of $5.13B, Fiserv Inc with a value of $3.72B, and Dollar Tree, Inc. with a value of $3.63B.

Examining the 13F form we can see an increase of $4.05B in the current position value, from $110B to 114B.

Broyhill Asset Management is based out at Charlotte, NC

Below you can find more details about Broyhill Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
Technology: $19 Billion
Financial Services: $18 Billion
ETFs: $17.4 Billion
Healthcare: $16.9 Billion
Consumer Defensive: $13.9 Billion
Industrials: $6.59 Billion
Consumer Cyclical: $5.27 Billion
Energy: $4.51 Billion
Other: $8.37 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $114 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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