Expect Equity LLC Portfolio Holdings

Expect Equity LLC

  • $95.5 Billion
  • Q4 2024

Expect Equity LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $95.5 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cousins Properties Inc with a value of $3.87B, Columbia Banking System, Inc. with a value of $3.85B, Flowserve Corp with a value of $3.68B, Mks Instruments Inc with a value of $3.42B, and First Horizon Corp with a value of $3.32B.

Examining the 13F form we can see an increase of $95.5B in the current position value.

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 $95.5 Billion
Industrials: $26.1 Billion
Technology: $14.8 Billion
Financial Services: $11.2 Billion
Healthcare: $11.1 Billion
Consumer Cyclical: $9.39 Billion
Consumer Defensive: $8.8 Billion
Energy: $4.46 Billion
Real Estate: $3.87 Billion
Other: $3.35 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.59B
$3.87 Billion 4.05% of portfolio
126,355
Q4 2024 New
$2.17B
$3.85 Billion 4.03% of portfolio
142,555
Q4 2024 New
$7.71B
$3.68 Billion 3.85% of portfolio
63,950
Q4 2024 New
$7.1B
$3.42 Billion 3.58% of portfolio
32,780
Q4 2024 New
$8.44B
$3.25 Billion 3.4% of portfolio
58,055
Q4 2024 New
$2.69B
$3.23 Billion 3.38% of portfolio
130,566
Q4 2024 New
$8.22B
$2.87 Billion 3.0% of portfolio
42,940
Q4 2024 New
$7.18B
$2.8 Billion 2.93% of portfolio
29,435
Q4 2024 New
$9.22B
$2.72 Billion 2.85% of portfolio
53,500
Q4 2024 New
$2.79B
$2.55 Billion 2.66% of portfolio
68,500
Q4 2024 New
$7.64B
$2.51 Billion 2.63% of portfolio
42,880
Q4 2024 New
$6.06B
$2.46 Billion 2.57% of portfolio
49,545
Q4 2024 New
$4.62B
$2.37 Billion 2.48% of portfolio
20,458
Q4 2024 New
$2.16B
$2.29 Billion 2.4% of portfolio
165,509
Q4 2024 New
$5.59B
$2.23 Billion 2.33% of portfolio
24,924
Q4 2024 New
$5.67B
$2.19 Billion 2.3% of portfolio
14,178
Q4 2024 New
$4.35B
$1.92 Billion 2.01% of portfolio
41,780
Q4 2024 New
$2.05B
$1.9 Billion 1.99% of portfolio
32,242
Q4 2024 New
$4.18B
$1.85 Billion 1.94% of portfolio
27,910
Q4 2024 New
$5.88B
$1.77 Billion 1.85% of portfolio
76,261
Q4 2024 New
$2.32B
$1.5 Billion 1.57% of portfolio
48,815
Q4 2024 New
$2.51B
$1.43 Billion 1.5% of portfolio
29,018
Q4 2024 New
$2.69B
$1.25 Billion 1.31% of portfolio
30,398
Q4 2024 New
$3.27B
$1.1 Billion 1.15% of portfolio
14,100
Q4 2024 New
$3.8B
$934 Million 0.98% of portfolio
10,644
Q4 2024 New
$2.94B
$881 Million 0.92% of portfolio
11,538
Q4 2024 New
$4.14B
$677 Million 0.71% of portfolio
9,071
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $95.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Expect Equity LLC Portfolio

Follow Expect Equity LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Expect Equity LLC, based on Form 13F filings with the SEC.

News

Stay updated on Expect Equity LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email