D'Orazio & Associates, Inc. Portfolio Holdings

D'Orazio & Associates, Inc.

  • $701 Million
  • Q2 2025

D'Orazio & Associates, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $701 Million distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $120M, Booz Allen Hamilton Holding Corp with a value of $67.8M, Ishares Msci Intl Quality Fact with a value of $50.3M, J P Morgan Exchange Traded Fd with a value of $39.4M, and Berkshire Hathaway Inc Class B with a value of $37.3M.

Examining the 13F form we can see an increase of $45.7M in the current position value, from $655M to 701M.

D'Orazio & Associates, Inc. is based out at Falls Church, VA

Below you can find more details about D'Orazio & Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $701 Million
ETFs: $394 Million
Industrials: $92.1 Million
Financial Services: $56.2 Million
Technology: $47.1 Million
Healthcare: $26.5 Million
Consumer Cyclical: $16 Million
Communication Services: $14.2 Million
Consumer Defensive: $10 Million
Other: $5.53 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96B
$2.85 Million 0.41% of portfolio
79,274
Q2 2025 Reduced 1.54%
$1.14B
$658,000 0.09% of portfolio
4,697
Q2 2025 Reduced 10.69%
$832M
$256,000 0.04% of portfolio
2,458
Q2 2023 New
$1.19B
$215,000 0.03% of portfolio
3,839
Q2 2025 New
$1.27B
$243,000 0.03% of portfolio
33,707
Q2 2025 Reduced 6.99%
$1.57B
$112,000 0.02% of portfolio
15,620
Q2 2025 New
$814M
$148,000 0.02% of portfolio
14,086
Q2 2025 New
$409M
$0 0.0% of portfolio
10,083
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $701 Million
  • Prior Value $655 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 41 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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