Motley Fool Asset Management LLC Portfolio Holdings

Motley Fool Asset Management LLC

  • $2.1 Billion
  • Q2 2025

Motley Fool Asset Management LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.1 Billion distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $153M, Microsoft Corp with a value of $152M, Apple Inc. with a value of $120M, Amazon Com Inc with a value of $120M, and Alphabet Inc. with a value of $105M.

Examining the 13F form we can see an increase of $377M in the current position value, from $1.73B to 2.1B.

Motley Fool Asset Management LLC is based out at Alexandria, VA

Below you can find more details about Motley Fool Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.1 Billion
Technology: $726 Million
Consumer Cyclical: $293 Million
Financial Services: $285 Million
Communication Services: $264 Million
Healthcare: $188 Million
Industrials: $162 Million
Consumer Defensive: $100 Million
Real Estate: $54.7 Million
Other: $29.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$153 Million 7.25% of portfolio
965,548
Q2 2025 Added 11.69%
$3.86T
$152 Million 7.24% of portfolio
306,282
Q2 2025 Added 12.43%
$4.09T
$120 Million 5.69% of portfolio
583,674
Q2 2025 Added 6.45%
$2.24T
$120 Million 5.69% of portfolio
546,134
Q2 2025 Added 9.24%
$1.48T
$105 Million 4.99% of portfolio
591,878
Q2 2025 Added 9.13%
$1.65T
$79.6 Million 3.79% of portfolio
107,911
Q2 2025 Added 13.0%
$134B
$67.3 Million 3.2% of portfolio
244,193
Q2 2025 Added 11.58%
$654B
$54.5 Million 2.59% of portfolio
112,138
Q2 2025 Added 11.7%
$1.4T
$53.1 Million 2.52% of portfolio
167,084
Q2 2025 Added 11.59%
$543B
$48.1 Million 2.29% of portfolio
85,588
Q2 2025 Added 6.21%
$280B
$46.1 Million 2.19% of portfolio
471,093
Q2 2025 Added 13.95%
$410B
$42.7 Million 2.03% of portfolio
43,183
Q2 2025 Added 8.84%
$925B
$42.3 Million 2.01% of portfolio
145,974
Q2 2025 Added 12.23%
$558B
$40.9 Million 1.95% of portfolio
115,329
Q2 2025 Added 13.98%
$725B
$38.4 Million 1.82% of portfolio
49,197
Q2 2025 Added 7.23%
$534B
$36.3 Million 1.73% of portfolio
27,109
Q2 2025 Added 15.14%
$2.04B
$26.3 Million 1.25% of portfolio
288,934
Q2 2025 Reduced 2.7%
$415B
$23.3 Million 1.11% of portfolio
63,540
Q2 2025 Added 15.27%
$237B
$22.9 Million 1.09% of portfolio
83,932
Q2 2025 Added 1.88%
$26B
$19.6 Million 0.93% of portfolio
224,749
Q2 2025 Reduced 3.16%
$13.4B
$17.6 Million 0.84% of portfolio
39,893
Q2 2025 Reduced 11.69%
$89.5B
$17.4 Million 0.83% of portfolio
78,577
Q2 2025 Added 2.18%
$45.2B
$17.4 Million 0.83% of portfolio
93,220
Q2 2025 Reduced 1.82%
$28.1B
$16.3 Million 0.77% of portfolio
388,000
Q2 2025 Added 97.62%
$71.3B
$14.2 Million 0.68% of portfolio
17,879
Q2 2025 Added 1.16%
$298B
$14.1 Million 0.67% of portfolio
59,319
Q2 2025 Added 11.69%
$11.8B
$13.9 Million 0.66% of portfolio
314,619
Q2 2025 Reduced 3.53%
$20.9B
$13.6 Million 0.65% of portfolio
57,845
Q2 2025 Reduced 1.99%
$186B
$13.5 Million 0.64% of portfolio
13,095
Q2 2025 Added 14.96%
$18B
$13.2 Million 0.63% of portfolio
37,942
Q2 2025 Reduced 4.26%
$118B
$12.6 Million 0.6% of portfolio
4,803
Q2 2025 Reduced 1.64%
$158B
$12.2 Million 0.58% of portfolio
22,448
Q2 2025 Added 14.98%
$8.01B
$12 Million 0.57% of portfolio
114,567
Q2 2025 Reduced 3.24%
$261B
$11.3 Million 0.54% of portfolio
79,537
Q2 2025 Added 5.52%
$192B
$11.4 Million 0.54% of portfolio
14,519
Q2 2025 Added 11.65%
$164B
$11.4 Million 0.54% of portfolio
29,341
Q2 2025 Added 14.61%
$209B
$11 Million 0.52% of portfolio
88,840
Q2 2025 Added 5.65%
$73.8B
$10.7 Million 0.51% of portfolio
30,059
Q2 2025 Reduced 1.83%
$194B
$10.1 Million 0.48% of portfolio
108,560
Q2 2025 Added 11.72%
$1.45T
$9.92 Million 0.47% of portfolio
43,817
Q2 2025 Reduced 1.82%
$18B
$9.68 Million 0.46% of portfolio
216,427
Q2 2025 Reduced 1.83%
$214B
$9.59 Million 0.46% of portfolio
1,657
Q2 2025 Added 8.51%
$26.5B
$9.52 Million 0.45% of portfolio
85,864
Q2 2025 Reduced 2.12%
$36.8B
$9.38 Million 0.45% of portfolio
38,599
Q2 2025 Reduced 2.11%
$139B
$9.01 Million 0.43% of portfolio
81,254
Q2 2025 Added 14.93%
$5.15B
$8.9 Million 0.42% of portfolio
87,848
Q2 2025 Reduced 2.86%
$168B
$8.87 Million 0.42% of portfolio
71,805
Q2 2025 Added 15.36%
$174B
$8.6 Million 0.41% of portfolio
94,232
Q2 2025 Added 11.7%
$145B
$8.58 Million 0.41% of portfolio
37,275
Q2 2025 Added 13.82%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $2.1 Billion
  • Prior Value $1.73 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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