Villere St Denis J & CO LLC Portfolio Holdings

Villere St Denis J & CO LLC

  • $963 Million
  • Q2 2025

Villere St Denis J & CO LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $963 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $60.7M, Visa Inc. with a value of $44.2M, Palomar Holdings, Inc. with a value of $41.3M, Amazon Com Inc with a value of $39M, and Pool Corp with a value of $37.1M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $949M to 963M.

Below you can find more details about Villere St Denis J & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $963 Million
Healthcare: $207 Million
Financial Services: $188 Million
Technology: $148 Million
Industrials: $138 Million
Consumer Cyclical: $104 Million
Consumer Defensive: $66 Million
Energy: $53.6 Million
Basic Materials: $33.7 Million
Other: $25.2 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$291M
$338,000 0.04% of portfolio
14,896
Q1 2025 Added 12.85%
$120M
$219,000 0.02% of portfolio
60,000
Q2 2025 Added 50.0%
$108M
$133,000 0.01% of portfolio
20,000
Q2 2024 New
$64.3M
$88,000 0.01% of portfolio
20,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $963 Million
  • Prior Value $949 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Villere St Denis J & CO LLC Portfolio

Follow Villere St Denis J & CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Villere St Denis J & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Villere St Denis J & CO LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email