Efg Asset Management (North America) Corp. has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $671 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $23.1M, Amazon Com Inc with a value of $18.9M, Alphabet Inc. with a value of $17.4M, Meta Platforms, Inc. with a value of $16.7M, and Broadcom Inc. with a value of $12.1M.

Examining the 13F form we can see an increase of $91.7M in the current position value, from $580M to 671M.

Below you can find more details about Efg Asset Management (North America) Corp. portfolio as well as his latest detailed transactions.

Portfolio value $671 Million
Technology: $197 Million
Healthcare: $163 Million
Consumer Cyclical: $85 Million
Industrials: $84.8 Million
Communication Services: $57.4 Million
Financial Services: $56.8 Million
Consumer Defensive: $13.6 Million
Energy: $8.4 Million
Other: $3.45 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $671 Million
  • Prior Value $580 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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