L2 Asset Management, LLC Incresed Positions in Q1 2025

L2 Asset Management, LLC

  • $492 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
155
+ 11.83%
$182.09 - $208.14 $28.2K - $32.3K
1.47K $301K
PLD
Prologis, Inc.

Real Estate
355
+ 9.91%
$103.59 - $124.04 $36.8K - $44K
3.94K $440K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
930
+ 1.29%
N/A
73.3K $4.57M
MU
Micron Technology Inc

Technology
501
+ 11.7%
$86.89 - $109.38 $43.5K - $54.8K
4.78K $415K
INTU
Intuit Inc

Technology
113
+ 10.69%
$555.63 - $630.23 $62.8K - $71.2K
1.17K $718K
NEE
Nextera Energy Inc

Utilities
841
+ 10.57%
$66.96 - $76.16 $56.3K - $64.1K
8.8K $623K
ROP
Roper Technologies Inc

Industrials
41
+ 9.9%
$502.71 - $593.81 $20.6K - $24.3K
455 $268K
WMB
Williams Companies, Inc.

Energy
427
+ 8.97%
$54.02 - $61.09 $23.1K - $26.1K
5.19K $310K
TJX
Tjx Companies Inc

Consumer Cyclical
400
+ 9.13%
$112.81 - $126.16 $45.1K - $50.5K
4.78K $582K
TDG
Trans Digm Group Inc

Industrials
20
+ 9.48%
$1251.32 - $1394.11 $25K - $27.9K
231 $319K
DASH
Door Dash, Inc.

Communication Services
163
+ 12.81%
$168.37 - $213.38 $27.4K - $34.8K
1.44K $262K
ECL
Ecolab Inc.

Basic Materials
108
+ 11.12%
$229.72 - $269.82 $24.8K - $29.1K
1.08K $273K
LVS
Las Vegas Sands Corp

Consumer Cyclical
10.6K
+ 36.98%
$38.18 - $50.93 $405K - $541K
39.3K $1.52M
TRV
Travelers Companies, Inc.

Financial Services
86
+ 9.92%
$232.43 - $265.13 $20K - $22.8K
953 $252K
DVA
Davita Inc.

Healthcare
200
+ 6.05%
$140.0 - $177.35 $28K - $35.5K
3.51K $536K
FANG
Diamondback Energy, Inc.

Energy
318
+ 12.83%
$139.9 - $180.18 $44.5K - $57.3K
2.8K $447K
CMCSA
Comcast Corp

Communication Services
1.37K
+ 9.21%
$33.19 - $38.23 $45.3K - $52.2K
16.2K $597K
SHW
Sherwin Williams CO

Basic Materials
93
+ 10.34%
$330.16 - $365.55 $30.7K - $34K
992 $346K
EOG
Eog Resources Inc

Energy
211
+ 9.6%
$120.54 - $138.05 $25.4K - $29.1K
2.41K $308K
CL
Colgate Palmolive CO

Consumer Defensive
320
+ 10.05%
$85.68 - $97.5 $27.4K - $31.2K
3.5K $328K
ISRG
Intuitive Surgical Inc

Healthcare
153
+ 11.13%
$476.63 - $610.45 $72.9K - $93.4K
1.53K $756K
BK
Bank Of New York Mellon Corp

Financial Services
201
+ 6.94%
$75.42 - $88.95 $15.2K - $17.9K
3.1K $259K
KMI
Kinder Morgan, Inc.

Energy
773
+ 10.29%
$26.1 - $31.22 $20.2K - $24.1K
8.29K $236K
CRWD
Crowd Strike Holdings, Inc.

Technology
59
+ 6.64%
$308.86 - $455.36 $18.2K - $26.9K
948 $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
85
+ 9.9%
$283.24 - $338.07 $24.1K - $28.7K
944 $278K
FTNT
Fortinet, Inc.

Technology
263
+ 10.75%
$92.49 - $114.57 $24.3K - $30.1K
2.71K $260K
ZTS
Zoetis Inc.

Healthcare
154
+ 9.51%
$156.48 - $175.67 $24.1K - $27.1K
1.77K $291K
FISV
Fiserv Inc

Technology
217
+ 9.9%
N/A
2.41K $301K
COF
Capital One Financial Corp

Financial Services
142
+ 9.98%
$163.87 - $209.82 $23.3K - $29.8K
1.57K $280K
GS
Goldman Sachs Group Inc

Financial Services
107
+ 8.78%
$524.81 - $672.19 $56.2K - $71.9K
1.33K $724K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.34K
+ 1.31%
$49.25 - $50.66 $115K - $119K
181K $8.97M
NSC
Norfolk Southern Corp

Industrials
89
+ 10.19%
$227.69 - $259.76 $20.3K - $23.1K
962 $227K
ITW
Illinois Tool Works Inc

Industrials
114
+ 10.47%
$244.9 - $274.48 $27.9K - $31.3K
1.2K $298K
MCO
Moodys Corp

Financial Services
55
+ 9.27%
$437.8 - $527.48 $24.1K - $29K
648 $301K
JCI
Johnson Controls International PLC

Industrials
222
+ 8.6%
$76.12 - $90.6 $16.9K - $20.1K
2.8K $224K
ADI
Analog Devices Inc

Technology
201
+ 10.48%
$201.56 - $243.82 $40.5K - $49K
2.12K $427K
WMS
Advanced Drainage Systems, Inc.

Industrials
368
+ 12.91%
$105.29 - $126.99 $38.7K - $46.7K
3.22K $349K
PCAR
Paccar Inc

Industrials
328
+ 16.19%
$96.91 - $112.51 $31.8K - $36.9K
2.35K $229K
FCX
Freeport Mcmoran Inc

Basic Materials
543
+ 9.77%
$34.5 - $43.01 $18.7K - $23.4K
6.1K $230K
OKE
Oneok Inc

Energy
215
+ 9.51%
$89.57 - $109.85 $19.3K - $23.6K
2.48K $245K
F
Ford Motor CO

Consumer Cyclical
1.48K
+ 9.78%
$9.12 - $10.43 $13.5K - $15.4K
16.6K $166K
CMI
Cummins Inc

Industrials
236
+ 14.74%
$312.92 - $386.07 $73.8K - $91.1K
1.84K $575K
PANW
Palo Alto Networks Inc

Technology
265
+ 10.54%
$167.82 - $208.28 $44.5K - $55.2K
2.78K $474K
LOW
Lowes Companies Inc

Consumer Cyclical
202
+ 9.18%
$222.66 - $268.42 $45K - $54.2K
2.4K $560K
PH
Parker Hannifin Corp

Industrials
48
+ 9.66%
$591.65 - $707.05 $28.4K - $33.9K
545 $331K
APH
Amphenol Corp

Technology
480
+ 10.32%
$61.62 - $78.55 $29.6K - $37.7K
5.13K $336K
HOLX
Hologic Inc

Healthcare
9.06K
+ 17.06%
$60.7 - $73.77 $550K - $669K
62.2K $3.84M
MS
Morgan Stanley

Financial Services
450
+ 9.46%
$111.68 - $141.08 $50.3K - $63.5K
5.21K $607K
MSI
Motorola Solutions, Inc.

Technology
58
+ 8.88%
$411.73 - $482.1 $23.9K - $28K
711 $311K
Activity Summary
Buys All Purchases 244 New Holdings 41 Increased Positions 203 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 2
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