Icon Advisers Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $411 Million distributed in 158 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $10.3M, Now Inc. with a value of $8.8M, National Fuel Gas CO with a value of $8.28M, Kaiser Aluminum Corp with a value of $7.12M, and Zto Express (Cayman) Inc. with a value of $6.65M.
Examining the 13F form we can see an decrease of $14.2M in the current position value, from $426M to 411M.
Icon Advisers Inc is based out at Greenwood Village, CO
Below you can find more details about Icon Advisers Inc portfolio as well as his latest detailed transactions.
Portfolio value
$411 Million
Financial Services: $92.9 Million
Industrials: $78.8 Million
Technology: $56.5 Million
Energy: $37.8 Million
Utilities: $34.9 Million
Basic Materials: $33.8 Million
Consumer Cyclical: $22.4 Million
Communication Services: $21.5 Million
Other: $32.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
