Silver Lake Advisory, LLC Portfolio Holdings

Silver Lake Advisory, LLC

  • $235 Million
  • Q2 2025

Silver Lake Advisory, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $235 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $9.09M, Cisco Systems, Inc. with a value of $9.03M, Abb Vie Inc. with a value of $8.74M, Vanguard Whitehall Fds Intl Di with a value of $7.82M, and Abbott Laboratories with a value of $7.79M.

Examining the 13F form we can see an increase of $5.49M in the current position value, from $229M to 235M.

Below you can find more details about Silver Lake Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $235 Million
Technology: $55.9 Million
Industrials: $37.8 Million
Financial Services: $37.6 Million
Healthcare: $28.6 Million
ETFs: $25.9 Million
Energy: $14.8 Million
Real Estate: $10.7 Million
Consumer Defensive: $9.85 Million
Other: $13.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$652B
$9.09 Million 3.87% of portfolio
18,705
Q2 2025 Reduced 0.48%
$278B
$9.03 Million 3.85% of portfolio
130,200
Q2 2025 Added 0.67%
$375B
$8.74 Million 3.73% of portfolio
47,076
Q2 2025 Added 0.25%
$0
$7.82 Million 3.33% of portfolio
86,727
Q2 2025 Added 4.25%
$230B
$7.79 Million 3.32% of portfolio
57,258
Q2 2025 Added 0.89%
$49B
$7.44 Million 3.17% of portfolio
51,167
Q2 2025 Reduced 0.2%
$60.1B
$6.81 Million 2.9% of portfolio
231,615
Q2 2025 Added 1.27%
$3.77T
$6.09 Million 2.6% of portfolio
12,252
Q2 2025 Added 0.77%
$64.3B
$6.06 Million 2.58% of portfolio
75,373
Q2 2025 Added 1.25%
$46.8B
$5.93 Million 2.53% of portfolio
34,025
Q2 2025 Added 0.45%
$14B
$5.89 Million 2.51% of portfolio
72,982
Q2 2025 Added 1.04%
$11.7B
$5.56 Million 2.37% of portfolio
30,855
Q2 2025 Added 1.14%
$124B
$5.45 Million 2.32% of portfolio
17,675
Q2 2025 Reduced 2.38%
$57.9B
$5.39 Million 2.3% of portfolio
102,453
Q2 2025 Added 1.22%
$25.1B
$5.34 Million 2.28% of portfolio
226,921
Q2 2025 Added 1.47%
$466B
$5.21 Million 2.22% of portfolio
34,132
Q2 2025 Added 1.13%
$0
$4.04 Million 1.72% of portfolio
133,717
Q2 2025 Reduced 0.78%
$44.9B
$4.02 Million 1.71% of portfolio
19,266
Q2 2025 Added 3.53%
$19.2B
$3.96 Million 1.69% of portfolio
32,635
Q2 2025 Added 3.02%
$20.9B
$3.7 Million 1.58% of portfolio
22,346
Q2 2025 Added 4.2%
$53.7B
$3.43 Million 1.46% of portfolio
19,886
Q2 2025 Reduced 2.27%
$20.6B
$3.27 Million 1.4% of portfolio
41,990
Q2 2025 Added 1.38%
$14.9B
$3.21 Million 1.37% of portfolio
41,182
Q2 2025 Added 2.42%
$232B
$3.21 Million 1.37% of portfolio
10,978
Q2 2025 Reduced 1.67%
$82.1B
$3.14 Million 1.34% of portfolio
28,381
Q1 2025 Reduced 1.25%
$20.8B
$3.06 Million 1.31% of portfolio
81,626
Q2 2025 Reduced 2.63%
$77.7B
$3.05 Million 1.3% of portfolio
22,908
Q2 2025 Reduced 3.55%
$1.07B
$3 Million 1.28% of portfolio
37,765
Q2 2025 Reduced 0.27%
$10.3B
$2.95 Million 1.26% of portfolio
32,360
Q2 2025 Added 0.09%
$35.7B
$2.92 Million 1.24% of portfolio
50,665
Q2 2025 Added 3.28%
$11.7B
$2.85 Million 1.22% of portfolio
29,052
Q2 2025 Reduced 3.89%
$51.4B
$2.66 Million 1.14% of portfolio
2,561
Q2 2025 Added 0.16%
$0
$2.63 Million 1.12% of portfolio
6,002
Q2 2025 Reduced 1.99%
$4.16B
$2.58 Million 1.1% of portfolio
30,080
Q2 2025 Added 0.1%
$24.1B
$2.56 Million 1.09% of portfolio
32,006
Q2 2025 Reduced 16.92%
$137B
$2.51 Million 1.07% of portfolio
7,022
Q2 2025 Reduced 0.95%
$14.9B
$2.31 Million 0.98% of portfolio
31,538
Q2 2025 Added 0.26%
$0
$2.19 Million 0.93% of portfolio
23,133
Q2 2025 Reduced 1.62%
$451B
$2.19 Million 0.93% of portfolio
3
Q1 2025 Reduced 99.0%
$4.08B
$2.15 Million 0.91% of portfolio
52,258
Q2 2025 Reduced 5.14%
$0
$2.12 Million 0.9% of portfolio
7,449
Q2 2025 Reduced 3.32%
$426B
$2.02 Million 0.86% of portfolio
12,802
Q2 2025 Reduced 1.36%
$0
$1.98 Million 0.85% of portfolio
19,689
Q2 2025 Added 4.08%
$7.82B
$1.97 Million 0.84% of portfolio
6,030
Q2 2025 New
$0
$1.97 Million 0.84% of portfolio
19,523
Q2 2025 Reduced 12.16%
$299B
$1.93 Million 0.82% of portfolio
27,280
Q2 2025 Added 0.61%
$7.27B
$1.89 Million 0.81% of portfolio
1,793
Q1 2025 Added 0.11%
$374B
$1.9 Million 0.81% of portfolio
11,922
Q2 2025 Added 1.32%
$835M
$1.85 Million 0.79% of portfolio
110,280
Q2 2025 Added 1.17%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $235 Million
  • Prior Value $229 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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