Fcf Advisors LLC Top Holdings and 13F Report (2025) About Fcf Advisors LLCInvestment ActivityFcf Advisors LLC has $759.74 million in total holdings as of December 31, 2024.Fcf Advisors LLC owns shares of 268 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 53.96% of the portfolio was purchased this quarter.About 12.45% of the portfolio was sold this quarter.This quarter, Fcf Advisors LLC has purchased 147 new stocks and bought additional shares in 106 stocks.Fcf Advisors LLC sold shares of 1 stock and completely divested from 41 stocks this quarter.Largest Holdings Apple $42,931,754Home Depot $19,076,848AbbVie $18,689,242Mastercard $18,456,278AppLovin Corp. Class A $18,101,126 Largest New Holdings this Quarter Mastercard $18,456,278 HoldingLam Research Corporation $8,539,175 HoldingUber Technologies $8,464,283 HoldingSpotify Technology $7,910,126 HoldingPayPal $7,674,245 Holding Largest Purchases this Quarter Mastercard 35,050 shares (about $18.46M)Apple 54,436 shares (about $13.63M)Lam Research Corporation 118,222 shares (about $8.54M)Uber Technologies 140,323 shares (about $8.46M)Spotify Technology 17,681 shares (about $7.91M) Largest Sales this Quarter New York Times 2,118 shares (about $110.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFcf Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$42,931,754$13,631,863 ▲46.5%171,4395.7%Computer and TechnologyHDHome Depot$19,076,848$7,209,152 ▲60.7%49,0422.5%Retail/WholesaleABBVAbbVie$18,689,242$7,428,215 ▲66.0%105,1732.5%MedicalMAMastercard$18,456,278$18,456,278 ▲New Holding35,0502.4%Business ServicesAppLovin Corp. Class A$18,101,126$5,742,154 ▲46.5%55,8972.4%COMJNJJohnson & Johnson$15,854,691$7,445,616 ▲88.5%109,6302.1%MedicalACNAccenture$14,277,398$6,395,543 ▲81.1%40,5851.9%Computer and TechnologyBKNGBooking$12,853,303$5,579,536 ▲76.7%2,5871.7%Retail/WholesaleAXPAmerican Express$12,797,882$4,048,216 ▲46.3%43,1211.7%FinanceMRKMerck & Co., Inc.$12,315,922$7,852,752 ▲175.9%123,8031.6%MedicalGILDGilead Sciences$11,627,258$4,656,187 ▲66.8%125,8771.5%MedicalNOWServiceNow$11,581,811$3,680,737 ▲46.6%10,9251.5%Computer and TechnologyBMYBristol-Myers Squibb$11,501,928$4,582,321 ▲66.2%203,3581.5%MedicalIBMInternational Business Machines$10,595,806$3,352,847 ▲46.3%48,2001.4%Computer and TechnologyADPAutomatic Data Processing$9,241,779$4,616,645 ▲99.8%31,5711.2%Business ServicesCLColgate-Palmolive$8,856,543$3,593,672 ▲68.3%97,4211.2%Consumer StaplesMSIMotorola Solutions$8,851,242$3,673,342 ▲70.9%19,1491.2%Computer and TechnologyQCOMQUALCOMM$8,823,933$2,800,185 ▲46.5%57,4401.2%Computer and TechnologyFTNTFortinet$8,556,770$3,616,789 ▲73.2%90,5671.1%Computer and TechnologyADBEAdobe$8,543,192$2,701,876 ▲46.3%19,2121.1%Computer and TechnologyLam Research Corporation$8,539,175$8,539,175 ▲New Holding118,2221.1%COMUBERUber Technologies$8,464,283$8,464,283 ▲New Holding140,3231.1%Computer and TechnologyNKENIKE$8,452,793$5,524,288 ▲188.6%111,7061.1%Consumer DiscretionaryINTUIntuit$7,995,148$2,493,888 ▲45.3%12,7211.1%Computer and TechnologySPOTSpotify Technology$7,910,126$7,910,126 ▲New Holding17,6811.0%Business ServicesTTTrane Technologies$7,816,184$4,652,332 ▲147.0%21,1621.0%ConstructionPANWPalo Alto Networks$7,712,920$5,074,864 ▲192.4%42,3881.0%Computer and TechnologyPYPLPayPal$7,674,245$7,674,245 ▲New Holding89,9151.0%Computer and TechnologyLOWLowe's Companies$7,345,508$2,325,843 ▲46.3%29,7631.0%Retail/WholesaleHLTHilton Worldwide$7,253,157$3,020,542 ▲71.4%29,3461.0%Consumer DiscretionaryDoorDash, Inc. Class A$6,732,982$6,732,982 ▲New Holding40,1370.9%COMABNBAirbnb$6,561,564$6,561,564 ▲New Holding49,9320.9%Consumer DiscretionaryKMBKimberly-Clark$6,416,636$2,662,733 ▲70.9%48,9670.8%Consumer StaplesAGXArgan$5,834,067$1,852,233 ▲46.5%42,5720.8%ConstructionDFSDiscover Financial Services$5,825,552$2,894,673 ▲98.8%33,6290.8%FinanceCRWDCrowdStrike$5,791,058$1,824,397 ▲46.0%16,9250.8%Computer and TechnologyTEAMAtlassian$5,703,367$2,913,745 ▲104.4%23,4340.8%Computer and TechnologyADSKAutodesk$5,692,087$1,795,883 ▲46.1%19,2580.7%Computer and TechnologySYFSynchrony Financial$5,678,725$1,805,440 ▲46.6%87,3650.7%FinanceFICOFair Isaac$5,268,001$5,268,001 ▲New Holding2,6460.7%Computer and TechnologyVRTVertiv$5,240,829$5,240,829 ▲New Holding46,1300.7%Computer and TechnologyMCOMoody's$4,904,113$1,526,145 ▲45.2%10,3600.6%FinanceAMGNAmgen$4,826,010$1,519,010 ▲45.9%18,5160.6%MedicalLVSLas Vegas Sands$4,558,816$1,445,681 ▲46.4%88,7620.6%Consumer DiscretionaryCOFCapital One Financial$4,526,475$1,437,259 ▲46.5%25,3840.6%FinanceWSMWilliams-Sonoma$4,435,061$1,400,702 ▲46.2%23,9500.6%Retail/WholesaleEXPEExpedia Group$4,398,133$1,386,295 ▲46.0%23,6040.6%Retail/WholesaleCVLTCommvault Systems$4,373,372$1,384,750 ▲46.3%28,9800.6%Computer and TechnologyDDOGDatadog$4,032,642$1,275,722 ▲46.3%28,2220.5%Computer and TechnologyBRBroadridge Financial Solutions$4,011,063$1,261,582 ▲45.9%17,7410.5%Business ServicesPSTGPure Storage$3,981,155$1,264,475 ▲46.5%64,8080.5%Computer and TechnologyITGartner$3,969,263$1,261,560 ▲46.6%8,1930.5%Business ServicesEAElectronic Arts$3,856,029$1,215,460 ▲46.0%26,3570.5%Consumer DiscretionaryCTASCintas$3,824,459$3,824,459 ▲New Holding20,9330.5%Business ServicesTROWT. Rowe Price Group$3,814,639$1,205,992 ▲46.2%33,7310.5%FinanceKTBKontoor Brands$3,802,624$1,207,356 ▲46.5%44,5220.5%Consumer DiscretionaryMLIMueller Industries$3,765,870$1,190,717 ▲46.2%47,4530.5%Industrial ProductsRPMRPM International$3,721,950$1,174,977 ▲46.1%30,2450.5%ConstructionMASMasco$3,651,432$1,160,830 ▲46.6%50,3160.5%ConstructionNTAPNetApp$3,640,965$1,151,514 ▲46.3%31,3660.5%Computer and TechnologyINGRIngredion$3,516,859$1,108,734 ▲46.0%25,5660.5%Consumer StaplesAPOGApogee Enterprises$3,496,662$1,106,855 ▲46.3%48,9660.5%Industrial ProductsKLACKLA$3,460,619$1,093,888 ▲46.2%5,4920.5%Computer and TechnologyFLEETCOR Technologies, Inc.$3,432,256$1,091,066 ▲46.6%10,1420.5%COMCorpay, Inc.$3,432,256$1,091,066 ▲46.6%10,1420.5%COMHRBH&R Block$3,408,761$1,081,106 ▲46.4%64,5110.4%Consumer DiscretionaryDollarama Inc.$3,381,273$3,381,273 ▲New Holding34,6660.4%COMBOXBOX$3,321,982$1,054,050 ▲46.5%105,1260.4%Computer and TechnologyVLOValero Energy$3,316,795$1,048,880 ▲46.2%27,0560.4%Oils/EnergyMANHManhattan Associates$3,289,902$1,038,803 ▲46.1%12,1740.4%Computer and TechnologyCOLMColumbia Sportswear$3,289,049$1,040,732 ▲46.3%39,1880.4%Consumer DiscretionaryPWRQuanta Services$3,212,648$1,018,945 ▲46.4%10,1650.4%ConstructionMEDPMedpace$3,165,487$988,716 ▲45.4%9,5280.4%MedicalEMEEMCOR Group$3,093,782$956,821 ▲44.8%6,8160.4%ConstructionSLVMSylvamo$3,030,733$960,251 ▲46.4%38,3540.4%Basic MaterialsTPRTapestry$2,971,666$939,707 ▲46.2%45,4870.4%Retail/WholesaleAPAMArtisan Partners Asset Management$2,959,300$939,523 ▲46.5%68,7410.4%FinanceMTDMettler-Toledo International$2,920,924$1,117,220 ▲61.9%2,3870.4%MedicalWSOWatsco$2,866,087$881,435 ▲44.4%6,0480.4%ConstructionRoche Holding Ltd Dividend Right Cert.$2,831,715$2,831,715 ▲New Holding10,0440.4%COMRMDResMed$2,827,066$1,167,005 ▲70.3%12,3620.4%MedicalZSZscaler$2,822,154$1,233,103 ▲77.6%15,6430.4%Computer and TechnologyWDAYWorkday$2,766,598$863,885 ▲45.4%10,7220.4%Computer and TechnologyNTNXNutanix$2,765,764$918,495 ▲49.7%45,2070.4%Computer and TechnologyCLXClorox$2,734,660$945,876 ▲52.9%16,8380.4%Consumer StaplesZMZoom Video Communications$2,628,332$829,811 ▲46.1%32,2060.3%Computer and TechnologyZMZoom Video Communications$2,628,332$829,811 ▲46.1%32,2060.3%Computer and TechnologyROLRollins$2,606,863$827,626 ▲46.5%56,2430.3%ConstructionWHDCactus$2,556,285$810,504 ▲46.4%43,8020.3%Oils/EnergySEICSEI Investments$2,515,558$797,747 ▲46.4%30,4990.3%FinanceMaplebear Inc.$2,490,585$790,956 ▲46.5%60,1300.3%COMDBXDropbox$2,392,566$759,892 ▲46.5%79,6460.3%Computer and TechnologyBHP Group Ltd$2,369,105$2,369,105 ▲New Holding96,7480.3%COMJKHYJack Henry & Associates$2,339,554$739,065 ▲46.2%13,3460.3%Computer and TechnologyRELX PLC$2,328,928$2,328,928 ▲New Holding51,2420.3%COMGENGenesis Healthcare$2,308,326$733,346 ▲46.6%84,3070.3%Business ServicesPINSPinterest$2,205,856$1,094,692 ▲98.5%76,0640.3%Computer and TechnologyNovartis AG$2,196,041$2,196,041 ▲New Holding22,4370.3%COMEXPOExponent$2,090,286$662,904 ▲46.4%23,4600.3%Business ServicesCINFCincinnati Financial$2,089,542$906,029 ▲76.6%14,5410.3%FinanceShowing largest 100 holdings. 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