Fcf Advisors LLC Top Holdings and 13F Report (2025) About Fcf Advisors LLCInvestment ActivityFcf Advisors LLC has $636.74 million in total holdings as of March 31, 2025.Fcf Advisors LLC owns shares of 82 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 33.36% of the portfolio was purchased this quarter.About 50.30% of the portfolio was sold this quarter.This quarter, Fcf Advisors LLC has purchased 265 new stocks and bought additional shares in 49 stocks.Fcf Advisors LLC sold shares of 28 stocks and completely divested from 188 stocks this quarter.Largest Holdings Apple $38,719,480AbbVie $22,655,817Mastercard $20,956,272Philip Morris International $20,628,710Booking $18,307,860 Largest New Holdings this Quarter 718172109 - Philip Morris International $20,628,710 Holding92343E102 - VeriSign $13,691,463 Holding380237107 - GoDaddy $10,299,504 Holding26603R106 - Duolingo, Inc. Class A $4,904,048 Holding516544103 - Lantheus $2,703,422 Holding Largest Purchases this Quarter Philip Morris International 129,961 shares (about $20.63M)VeriSign 53,931 shares (about $13.69M)Zscaler 58,129 shares (about $11.53M)Fair Isaac 6,092 shares (about $11.23M)GoDaddy 57,175 shares (about $10.30M) Largest Sales this Quarter Home Depot 17,869 shares (about $6.55M)Lam Research Corporation 75,607 shares (about $5.50M)QUALCOMM 31,752 shares (about $4.88M)Merck & Co., Inc. 53,554 shares (about $4.81M)Cintas 9,236 shares (about $1.90M) 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$38,719,480$637,735 ▲1.7%174,3106.1%Computer and TechnologyABBVAbbVie$22,655,817$619,970 ▲2.8%108,1323.6%MedicalMAMastercard$20,956,272$1,744,666 ▲9.1%38,2333.3%Business ServicesPMPhilip Morris International$20,628,710$20,628,710 ▲New Holding129,9613.2%Consumer StaplesBKNGBooking$18,307,860$6,389,784 ▲53.6%3,9742.9%Retail/WholesaleGILDGilead Sciences$18,172,941$4,068,423 ▲28.8%162,1862.9%MedicalBMYBristol-Myers Squibb$17,778,524$5,375,720 ▲43.3%291,4992.8%MedicalJNJJohnson & Johnson$17,620,002$561,037 ▼-3.1%106,2472.8%MedicalSPOTSpotify Technology$17,066,331$7,341,250 ▲75.5%31,0282.7%Business ServicesADBEAdobe$16,571,181$9,202,803 ▲124.9%43,2072.6%Computer and TechnologyFICOFair Isaac$16,114,270$11,234,623 ▲230.2%8,7382.5%Computer and TechnologyCLColgate-Palmolive$15,194,673$6,066,325 ▲66.5%162,1632.4%Consumer StaplesAppLovin Corp. Class A$15,107,794$296,766 ▲2.0%57,0172.4%COMPANWPalo Alto Networks$15,086,794$7,853,706 ▲108.6%88,4132.4%Computer and TechnologyZSZscaler$14,637,840$11,533,956 ▲371.6%73,7722.3%Computer and TechnologyABNBAirbnb$13,965,591$8,000,714 ▲134.1%116,9062.2%Consumer DiscretionaryVRSNVeriSign$13,691,463$13,691,463 ▲New Holding53,9312.2%Computer and TechnologyMSIMotorola Solutions$13,048,927$4,665,303 ▲55.6%29,8052.0%Computer and TechnologyTEAMAtlassian$13,042,639$8,069,710 ▲162.3%61,4612.0%Computer and TechnologyIBMInternational Business Machines$12,321,849$336,437 ▲2.8%49,5531.9%Computer and TechnologyADSKAutodesk$11,936,247$6,894,503 ▲136.7%45,5931.9%Computer and TechnologyNOWServiceNow$11,924,585$3,226,755 ▲37.1%14,9781.9%Computer and TechnologyEXPEExpedia Group$11,455,006$7,487,174 ▲188.7%68,1441.8%Retail/WholesaleHDHome Depot$11,424,593$6,548,810 ▼-36.4%31,1731.8%Retail/WholesaleNTNXNutanix$10,666,270$7,510,369 ▲238.0%152,7901.7%Computer and TechnologyCRWDCrowdStrike$10,309,439$4,342,023 ▲72.8%29,2401.6%Computer and TechnologyGDDYGoDaddy$10,299,504$10,299,504 ▲New Holding57,1751.6%Computer and TechnologyUIUbiquiti$10,270,596$8,909,081 ▲654.4%33,1161.6%Computer and TechnologyADPAutomatic Data Processing$9,904,060$258,173 ▲2.7%32,4161.6%Business ServicesUBERUber Technologies$9,501,891$722,043 ▼-7.1%130,4131.5%Computer and TechnologyFTNTFortinet$8,849,952$131,972 ▲1.5%91,9381.4%Computer and TechnologyINTUIntuit$8,026,691$216,124 ▲2.8%13,0731.3%Computer and TechnologyPSTGPure Storage$7,765,932$4,896,882 ▲170.7%175,4221.2%Computer and TechnologyDoorDash, Inc. Class A$7,540,907$205,068 ▲2.8%41,2591.2%COMKMBKimberly-Clark$6,746,063$218,023 ▼-3.1%47,4341.1%Consumer StaplesMRKMerck & Co., Inc.$6,305,550$4,807,007 ▼-43.3%70,2491.0%MedicalFIXComfort Systems USA$6,137,163$5,277,509 ▲613.9%19,0401.0%ConstructionAMGNAmgen$5,929,731$161,071 ▲2.8%19,0330.9%MedicalMANHManhattan Associates$5,686,960$3,580,371 ▲170.0%32,8650.9%Computer and TechnologyLOWLowe's Companies$5,621,543$1,320,082 ▼-19.0%24,1030.9%Retail/WholesaleMEDPMedpace$5,014,893$2,111,807 ▲72.7%16,4590.8%MedicalMCOMoody's$4,926,069$101,520 ▲2.1%10,5780.8%FinanceDuolingo, Inc. Class A$4,904,048$4,904,048 ▲New Holding15,7920.8%COMENPHEnphase Energy$4,540,261$3,587,545 ▲376.6%73,1710.7%EnergyAGXArgan$4,373,601$1,210,568 ▼-21.7%33,3430.7%ConstructionMTCHMatch Group$4,209,941$2,385,708 ▲130.8%134,9340.7%Retail/WholesaleCVLTCommvault Systems$4,105,546$466,339 ▼-10.2%26,0240.6%Computer and TechnologyHRBH&R Block$4,065,427$523,128 ▲14.8%74,0380.6%Consumer DiscretionaryQCOMQUALCOMM$3,945,934$4,877,425 ▼-55.3%25,6880.6%Computer and TechnologyWSMWilliams-Sonoma$3,774,638$11,858 ▼-0.3%23,8750.6%Retail/WholesaleKLACKLA$3,747,737$14,276 ▲0.4%5,5130.6%Computer and TechnologyHIMSHims & Hers Health$3,489,560$2,746,525 ▲369.6%118,0900.5%MedicalVRTVertiv$3,424,302$93,716 ▲2.8%47,4280.5%Computer and TechnologyPEGAPegasystems$3,218,706$1,664,170 ▲107.1%46,2990.5%Computer and TechnologyROLRollins$3,117,207$78,398 ▲2.6%57,6940.5%ConstructionLam Research Corporation$3,098,110$5,496,628 ▼-64.0%42,6150.5%COMCOLMColumbia Sportswear$3,049,399$83,259 ▲2.8%40,2880.5%Consumer DiscretionaryWSOWatsco$3,004,561$69,637 ▼-2.3%5,9110.5%ConstructionBOXBOX$2,824,678$419,511 ▼-12.9%91,5320.4%Computer and TechnologyLNTHLantheus$2,703,422$2,703,422 ▲New Holding27,6990.4%MedicalMASMasco$2,456,361$1,042,613 ▼-29.8%35,3230.4%ConstructionITGartner$2,439,949$998,981 ▼-29.0%5,8130.4%Business ServicesPPCPilgrim's Pride$2,411,304$65,957 ▲2.8%44,2360.4%Consumer StaplesCTASCintas$2,404,084$1,898,275 ▼-44.1%11,6970.4%Business ServicesGENGenesis Healthcare$2,147,086$90,422 ▼-4.0%80,9000.3%Business ServicesRBLXRoblox$2,097,158$57,066 ▲2.8%35,9780.3%Consumer DiscretionarySEICSEI Investments$2,070,470$297,168 ▼-12.6%26,6710.3%FinanceCCKCrown$1,815,548$206,637 ▼-10.2%20,3400.3%IndustrialsDBXDropbox$1,776,776$350,569 ▼-16.5%66,5210.3%Computer and TechnologyEMEEMCOR Group$1,768,680$750,719 ▼-29.8%4,7850.3%ConstructionHASHasbro$1,551,208$3,136 ▼-0.2%25,2270.2%Consumer DiscretionaryMATMattel$1,478,934$30,797 ▲2.1%76,1160.2%Consumer DiscretionaryPINSPinterest$1,433,533$924,451 ▼-39.2%46,2430.2%Computer and TechnologyEEFTEuronet Worldwide$1,283,910$153,009 ▼-10.6%12,0160.2%FinanceMTDMettler-Toledo International$1,107,694$1,711,139 ▼-60.7%9380.2%MedicalSolventum Corporation$1,075,510$29,275 ▲2.8%14,1440.2%COMNTAPNetApp$1,058,296$1,696,893 ▼-61.6%12,0480.2%Computer and TechnologyERIEErie Indemnity$1,053,911$131,163 ▼-11.1%2,5150.2%FinanceMTZMasTec$877,309$23,109 ▲2.7%7,5170.1%ConstructionPOOLPool$873,552$825,800 ▼-48.6%2,7440.1%Consumer DiscretionaryCWANClearwater Analytics$673,752$18,278 ▲2.8%25,1400.1%Computer and TechnologyNYTNew York Times$353,202$9,275 ▲2.7%7,1210.1%Consumer StaplesACNAccenture$0$14,277,398 ▼-100.0%00.0%Computer and TechnologyAXPAmerican Express$0$12,797,882 ▼-100.0%00.0%FinanceNKENIKE$0$8,452,793 ▼-100.0%00.0%Consumer DiscretionaryTTTrane Technologies$0$7,816,184 ▼-100.0%00.0%ConstructionPYPLPayPal$0$7,674,245 ▼-100.0%00.0%Computer and TechnologyHLTHilton Worldwide$0$7,253,157 ▼-100.0%00.0%Consumer DiscretionaryDFSDiscover Financial Services$0$5,825,552 ▼-100.0%00.0%FinanceSYFSynchrony Financial$0$5,678,725 ▼-100.0%00.0%FinanceLVSLas Vegas Sands$0$4,558,816 ▼-100.0%00.0%Consumer DiscretionaryCOFCapital One Financial$0$4,526,475 ▼-100.0%00.0%FinanceDDOGDatadog$0$4,032,642 ▼-100.0%00.0%Computer and TechnologyBRBroadridge Financial Solutions$0$4,011,063 ▼-100.0%00.0%Business ServicesEAElectronic Arts$0$3,856,029 ▼-100.0%00.0%Consumer DiscretionaryTROWT. Rowe Price Group$0$3,814,639 ▼-100.0%00.0%FinanceKTBKontoor Brands$0$3,802,624 ▼-100.0%00.0%Consumer DiscretionaryMLIMueller Industries$0$3,765,870 ▼-100.0%00.0%IndustrialsRPMRPM International$0$3,721,950 ▼-100.0%00.0%ConstructionINGRIngredion$0$3,516,859 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. 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