Stewart Asset Management, LLC Portfolio Holdings
Stewart Asset Management, LLC
- $130 Million
- Q4 2022
Stewart Asset Management, LLC has filed its 13F form on February 08, 2023 for Q4 2022 where it was disclosed a total value porftolio of $130 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $16.7M, Mastercard Inc with a value of $13.9M, Alphabet Inc. with a value of $10.3M, Intuitive Surgical Inc with a value of $9.06M, and Amazon Com Inc with a value of $8.44M.
Examining the 13F form we can see an decrease of $7.35M in the current position value, from $138M to 130M.
Below you can find more details about Stewart Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$130 Million
Healthcare: $36.5 Million
Consumer Cyclical: $22.3 Million
Communication Services: $22 Million
Financial Services: $17.3 Million
Technology: $16.8 Million
Industrials: $7.59 Million
Consumer Defensive: $3.73 Million
Basic Materials: $2.05 Million
Other: $2.12 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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