Todd Asset Management LLC Portfolio Holdings
Todd Asset Management LLC
- $4.68 Billion
- Q1 2024
Todd Asset Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $4.68 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $89.6M, Shell PLC with a value of $81.1M, Broadcom Inc. with a value of $80.1M, Kla Corp with a value of $78.3M, and Parker Hannifin Corp with a value of $77.2M.
Examining the 13F form we can see an increase of $287M in the current position value, from $4.39B to 4.68B.
Below you can find more details about Todd Asset Management LLC portfolio as well as his latest detailed transactions.