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Lazard Freres Gestion S.A.S. Top Holdings and 13F Report (2025)

About Lazard Freres Gestion S.A.S.

Investment Activity

  • Lazard Freres Gestion S.A.S. has $4.99 million in total holdings as of December 31, 2024.
  • Lazard Freres Gestion S.A.S. owns shares of 101 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 7.91% of the portfolio was purchased this quarter.
  • About 2.75% of the portfolio was sold this quarter.
  • This quarter, Lazard Freres Gestion S.A.S. has purchased 97 new stocks and bought additional shares in 35 stocks.
  • Lazard Freres Gestion S.A.S. sold shares of 32 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft
$462,490
Amazon.com
$414,692
Alphabet
$279,394
Visa
$277,158
Apple
$273,152

Largest New Holdings this Quarter

IDEXX Laboratories
$20,309 Holding
Marriott International
$19,409 Holding
Eaton
$1,991 Holding
ARM HOLDINGS PLC XNGS
$1,233 Holding

Largest Purchases this Quarter

Microsoft
107,466 shares (about $45.30K)
Meta Platforms
77,217 shares (about $45.21K)
Zoetis
183,912 shares (about $29.96K)
Medtronic
371,742 shares (about $29.69K)
Amazon.com
100,025 shares (about $21.94K)

Largest Sales this Quarter

NVIDIA
211,408 shares (about $28.39K)
PepsiCo
186,494 shares (about $28.34K)
Motorola Solutions
37,573 shares (about $17.37K)
Parker-Hannifin
16,214 shares (about $10.31K)
Ball
167,429 shares (about $9.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLazard Freres Gestion S.A.S.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$462,490$45,297 10.9%1,097,2489.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$414,692$21,944 5.6%1,890,2058.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$279,394$5,610 2.0%1,475,9375.6%Computer and Technology
Visa Inc. stock logo
V
Visa
$277,158$15,730 6.0%876,9725.6%Business Services
Apple Inc. stock logo
AAPL
Apple
$273,152$18,667 7.3%1,090,7795.5%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$228,920$8,201 3.7%650,7304.6%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$175,127$29,965 20.6%1,074,8653.5%Medical
RTX Co. stock logo
RTX
RTX
$163,812$11,709 7.7%1,415,5903.3%Aerospace
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$161,845$21,603 15.4%713,3833.2%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$158,780$28,390 -15.2%1,182,3683.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$157,407$11,224 7.7%1,582,3023.2%Medical
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$149,447$10,313 -6.5%234,9703.0%Industrial Products
Alphabet Inc. stock logo
GOOG
Alphabet
$148,291$147 0.1%778,6783.0%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$122,290$29,695 32.1%1,530,9332.4%Medical
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$102,312$7,841 8.3%1,104,7692.0%Construction
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$97,306$17,367 -15.1%210,5161.9%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$93,172$2,236 -2.3%643,2771.9%Oils/Energy
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$90,425$15,481 20.7%1,205,9891.8%Consumer Staples
Ecolab Inc. stock logo
ECL
Ecolab
$80,533$461 -0.6%343,6911.6%Basic Materials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$79,070$12,054 18.0%486,2011.6%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$73,641$45,211 159.0%125,7741.5%Computer and Technology
Amphenol Co. stock logo
APH
Amphenol
$71,698$1,210 -1.7%1,032,3761.4%Computer and Technology
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$70,784$1,914 2.8%475,0331.4%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$67,081$7,327 -9.8%602,4421.3%Consumer Discretionary
Morgan Stanley stock logo
MS
Morgan Stanley
$59,091$6,760 -10.3%470,0281.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$58,553$1,977 3.5%773,7971.2%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$54,840$766 1.4%123,3251.1%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$53,928$655 1.2%238,7381.1%Multi-Sector Conglomerates
Ross Stores, Inc. stock logo
ROST
Ross Stores
$51,725$448 -0.9%341,9431.0%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$50,330$5,808 13.0%300,2091.0%Consumer Staples
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$49,934$5,989 -10.7%226,2241.0%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$48,669$12 0.0%692,9051.0%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$47,365$11 0.0%51,6940.9%Retail/Wholesale
KLA Co. stock logo
KLAC
KLA
$46,615$3,219 -6.5%73,9790.9%Computer and Technology
Ball Co. stock logo
BALL
Ball
$44,512$9,230 -17.2%807,4050.9%Industrial Products
Bank of America Co. stock logo
BAC
Bank of America
$44,386$2,703 -5.7%1,009,9220.9%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$43,918$2,344 5.6%74,9360.9%Finance
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$41,518$27 0.1%456,7010.8%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$34,574$14 0.0%239,0720.7%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$34,189$3,860 -10.1%572,4030.7%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,196$3,323 12.4%66,6170.6%Finance
EOG Resources, Inc. stock logo
EOG
EOG Resources
$25,549$4,675 -15.5%208,4320.5%Oils/Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$21,014$12,552 148.3%90,6440.4%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$20,309$20,309 New Holding49,1230.4%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$19,409$19,409 New Holding69,5830.4%Consumer Discretionary
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$16,833$16,833 New Holding32,5920.3%Construction
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$10,8940.0%160.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$10,306$321 -3.0%26,4950.2%Retail/Wholesale
Salesforce, Inc. stock logo
CRM
Salesforce
$6,452$602 -8.5%19,3000.1%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$5,724$1,696 -22.9%5,4000.1%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,9170.0%40,7100.1%Computer and Technology
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$4,1760.0%13,9000.1%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$3,8820.0%8,0000.1%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,618$168 4.9%43,0000.1%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$3,3100.0%7,4000.1%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,293$2,524 328.3%4,2660.1%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,2570.0%54,0000.1%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$2,488$1,782 252.5%2,7920.0%Consumer Discretionary
American Express stock logo
AXP
American Express
$2,154$290 -11.9%7,2580.0%Finance
Eaton Co. plc stock logo
ETN
Eaton
$1,991$1,991 New Holding6,0000.0%Industrial Products
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,8790.0%37,5000.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,854$206 -10.0%3,1500.0%ETF
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$1,8240.0%7,3800.0%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$1,6450.0%3,3050.0%Business Services
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,505$25 1.7%12,0900.0%Utilities
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$1,437$79 -5.2%18,2150.0%Construction
CVS Health Co. stock logo
CVS
CVS Health
$1,362$22 1.7%30,3460.0%Medical
Carrier Global Co. stock logo
CARR
Carrier Global
$1,355$7 -0.5%19,8650.0%Computer and Technology
ARM HOLDINGS PLC XNGS
$1,233$1,233 New Holding10,0000.0%ARM HOLDINGS PLC-ADR
The Cigna Group stock logo
CI
The Cigna Group
$1,037$55 -5.1%3,7560.0%Medical
Quanta Services, Inc. stock logo
PWR
Quanta Services
$7550.0%2,3900.0%Construction
Xylem Inc. stock logo
XYL
Xylem
$7320.0%6,3100.0%Business Services
Stryker Co. stock logo
SYK
Stryker
$7200.0%2,0000.0%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$681$19 2.8%2,3280.0%Business Services
Tesla, Inc. stock logo
TSLA
Tesla
$650$89 -12.1%1,6100.0%Auto/Tires/Trucks
Kadant Inc. stock logo
KAI
Kadant
$6000.0%1,7400.0%Industrial Products
Prologis, Inc. stock logo
PLD
Prologis
$5750.0%5,4400.0%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5630.0%9,0500.0%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$5530.0%5,1500.0%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$5460.0%8,7750.0%Consumer Staples
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$5300.0%4,6020.0%ETF
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$5200.0%2,2600.0%Business Services
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$5090.0%12,8000.0%Industrial Products
Invesco QQQ stock logo
QQQ
Invesco QQQ
$472$140 -22.9%9250.0%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$456$249 120.6%2,0780.0%Computer and Technology
Owens Corning stock logo
OC
Owens Corning
$4560.0%2,6800.0%Construction
First Solar, Inc. stock logo
FSLR
First Solar
$4310.0%2,4500.0%Oils/Energy
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$408$67 -14.0%3,0600.0%Business Services
On Holding AG stock logo
ONON
ON
$402$159 -28.4%7,3400.0%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$3990.0%2,4000.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3890.0%1,6250.0%Finance
Fluence Energy, Inc. stock logo
FLNC
Fluence Energy
$352$24 7.3%22,1800.0%Oils/Energy
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$341$27 8.5%3,8250.0%ETF
Coty Inc. stock logo
COTY
Coty
$336$44 15.0%48,2900.0%Consumer Staples
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$2860.0%2,4800.0%Construction
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2820.0%2,5000.0%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2730.0%4,6140.0%Computer and Technology
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$2550.0%3,7200.0%Oils/Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$253$28,338 -99.1%1,6650.0%Consumer Staples
Schlumberger Limited stock logo
SLB
Schlumberger
$231$231 New Holding6,0400.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
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