Lbp Am Sa Top Holdings and 13F Report (2025) About Lbp Am SaInvestment ActivityLbp Am Sa has $7.40 billion in total holdings as of December 31, 2024.Lbp Am Sa owns shares of 361 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 18.81% of the portfolio was purchased this quarter.About 12.42% of the portfolio was sold this quarter.This quarter, Lbp Am Sa has purchased 354 new stocks and bought additional shares in 166 stocks.Lbp Am Sa sold shares of 104 stocks and completely divested from 57 stocks this quarter.Largest Holdings Microsoft $576,025,273NVIDIA $539,871,853Amazon.com $358,297,876Apple $243,179,357Visa $242,462,412 Largest New Holdings this Quarter Warner Bros. Discovery $21,032,091 HoldingSamsara $16,835,898 HoldingT. Rowe Price Group $16,665,621 HoldingPTC $16,220,092 HoldingVERALTO CORP $15,814,148 Holding Largest Purchases this Quarter Uber Technologies 978,001 shares (about $58.99M)Microsoft 135,328 shares (about $57.04M)Adobe 67,479 shares (about $30.01M)Advanced Micro Devices 220,693 shares (about $26.66M)Nasdaq 341,884 shares (about $26.43M) Largest Sales this Quarter SMURFIT WESTROCK PLC 909,312 shares (about $48.98M)PALANTIR TECHNOLOGIES INC 616,476 shares (about $46.62M)ServiceNow 31,427 shares (about $33.32M)Emerson Electric 230,555 shares (about $28.57M)AT&T 1,219,364 shares (about $27.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLbp Am Sa Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$576,025,273$57,040,752 ▲11.0%1,366,6087.8%Computer and TechnologyNVDANVIDIA$539,871,853$11,618,905 ▲2.2%4,020,1947.3%Computer and TechnologyAMZNAmazon.com$358,297,876$10,374,734 ▼-2.8%1,633,1554.8%Retail/WholesaleAAPLApple$243,179,357$17,802,859 ▲7.9%971,0863.3%Computer and TechnologyVVisa$242,462,412$11,520,922 ▲5.0%767,1893.3%Business ServicesGOOGLAlphabet$186,501,011$5,984,152 ▲3.3%985,2142.5%Computer and TechnologyMAMastercard$168,964,203$7,973,850 ▲5.0%320,8772.3%Business ServicesAVGOBroadcom$166,135,385$15,548,118 ▼-8.6%716,5952.2%Computer and TechnologyLINDE PLC$143,726,062$9,849,630 ▲7.4%343,2921.9%SHSTSMTaiwan Semiconductor Manufacturing$140,604,981$7,528,911 ▼-5.1%711,9601.9%Computer and TechnologyACNAccenture$110,366,726$5,806,998 ▲5.6%313,7291.5%Computer and TechnologySMURFIT WESTROCK PLC$107,800,952$48,975,545 ▼-31.2%2,001,5031.5%SHSLLYEli Lilly and Company$103,431,788$23,588,460 ▲29.5%133,9791.4%MedicalTSLATesla$92,584,762$6,095,965 ▼-6.2%229,2611.3%Auto/Tires/TrucksMETAMeta Platforms$84,510,172$1,614,837 ▼-1.9%144,3361.1%Computer and TechnologyTMOThermo Fisher Scientific$83,597,840$14,870,775 ▲21.6%160,6941.1%MedicalADBEAdobe$81,451,592$30,006,562 ▲58.3%183,1691.1%Computer and TechnologyGOOGAlphabet$80,460,901$3,320,512 ▲4.3%422,5001.1%Computer and TechnologyCRMSalesforce$76,991,853$23,235,266 ▲43.2%230,2871.0%Computer and TechnologyBDXBecton, Dickinson and Company$74,148,604$22,007,978 ▲42.2%326,8331.0%MedicalSYKStryker$74,101,891$2,107,373 ▲2.9%205,8101.0%MedicalUBERUber Technologies$67,190,871$58,993,021 ▲719.6%1,113,9070.9%Computer and TechnologyZSZscaler$66,206,501$8,486,667 ▲14.7%366,9780.9%Computer and TechnologyFMXFomento Económico Mexicano$65,119,700$7,167,140 ▼-9.9%761,7230.9%Consumer StaplesAMDAdvanced Micro Devices$62,228,592$26,657,507 ▲74.9%515,1800.8%Computer and TechnologyORCLOracle$60,346,344$10,917,086 ▲22.1%362,1360.8%Computer and TechnologyNOWServiceNow$58,636,298$33,316,392 ▼-36.2%55,3110.8%Computer and TechnologyJNJJohnson & Johnson$57,382,758$4,478,881 ▲8.5%396,7830.8%MedicalMDBMongoDB$57,292,446$25,787,898 ▲81.9%246,0910.8%Computer and TechnologyCSCOCisco Systems$55,789,370$6,479,144 ▲13.1%942,3880.8%Computer and TechnologyMELIMercadoLibre$55,774,432$13,168,207 ▲30.9%32,8000.8%Retail/WholesaleVRTVertiv$55,537,340$5,481,455 ▼-9.0%488,8420.8%Computer and TechnologyXYLXylem$46,922,317$5,200,364 ▲12.5%404,4330.6%Business ServicesSPGIS&P Global$43,157,288$8,456,051 ▲24.4%86,6560.6%Business ServicesNEENextEra Energy$42,899,727$23,359,470 ▲119.5%598,4060.6%UtilitiesDDOGDatadog$42,790,126$20,619,027 ▼-32.5%299,4620.6%Computer and TechnologyCRWDCrowdStrike$42,617,055$10,614,145 ▼-19.9%124,5530.6%Computer and TechnologyPANWPalo Alto Networks$40,510,483$21,289,320 ▲110.8%222,6340.5%Computer and TechnologyHDHome Depot$39,689,817$19,608,597 ▲97.6%102,0330.5%Retail/WholesaleCDNSCadence Design Systems$39,312,487$22,244,556 ▲130.3%130,8410.5%Computer and TechnologySPOTSpotify Technology$37,575,894$15,898,991 ▼-29.7%83,9910.5%Business ServicesNDAQNasdaq$36,690,321$26,431,052 ▲257.6%474,5870.5%FinanceMRKMerck & Co., Inc.$36,686,932$3,020,710 ▼-7.6%368,7870.5%MedicalSNOWSnowflake$35,606,9460.0%230,6000.5%Computer and TechnologyNETCloudflare$33,668,4140.0%312,6710.5%Computer and TechnologyISRGIntuitive Surgical$33,303,136$15,793,466 ▲90.2%63,8040.5%MedicalCFLTConfluent$32,886,552$4,893,000 ▲17.5%1,176,2000.4%Computer and TechnologyBALLBall$32,366,768$17,944,650 ▲124.4%587,0990.4%Industrial ProductsABTAbbott Laboratories$31,324,005$4,781,386 ▼-13.2%276,9340.4%MedicalMRVLMarvell Technology$30,860,724$11,646,179 ▼-27.4%279,4090.4%Computer and TechnologyJPMJPMorgan Chase & Co.$29,915,090$17,909,454 ▼-37.4%124,7970.4%FinanceABBVAbbVie$29,707,708$188,184 ▼-0.6%167,1790.4%MedicalMDTMedtronic$29,485,306$4,646,859 ▲18.7%369,1200.4%MedicalBNTXBioNTech$28,820,007$579,436 ▲2.1%252,9180.4%MedicalVTRVentas$28,712,998$10,620,046 ▲58.7%487,5700.4%FinanceEQIXEquinix$27,886,915$21,778,874 ▲356.6%29,5760.4%FinanceRTXRTX$27,447,511$8,322,351 ▲43.5%237,1890.4%AerospaceBSXBoston Scientific$27,085,397$3,566,548 ▼-11.6%303,2400.4%MedicalINTUIntuit$26,142,458$263,342 ▲1.0%41,5950.4%Computer and TechnologyUNPUnion Pacific$26,085,725$2,469,445 ▲10.5%114,3910.4%TransportationICEIntercontinental Exchange$25,705,567$4,793,503 ▲22.9%172,5090.3%FinanceBACBank of America$25,390,750$9,393,433 ▲58.7%577,7190.3%FinanceIBMInternational Business Machines$25,346,399$2,946,162 ▼-10.4%115,3000.3%Computer and TechnologyBMYBristol-Myers Squibb$24,836,571$5,123,544 ▲26.0%439,1190.3%MedicalAEMAgnico Eagle Mines$24,260,117$11,480,368 ▲89.8%310,1920.3%Basic MaterialsVRTXVertex Pharmaceuticals$23,903,869$22,005,944 ▲1,159.5%59,3590.3%MedicalPEPPepsiCo$23,894,252$6,235,372 ▲35.3%157,1370.3%Consumer StaplesETNEaton$23,665,983$7,643,962 ▼-24.4%71,3110.3%Industrial ProductsADPAutomatic Data Processing$23,428,060$1,013,139 ▲4.5%80,0330.3%Business ServicesRSGRepublic Services$23,232,066$7,734,969 ▲49.9%115,4790.3%Business ServicesCLColgate-Palmolive$21,984,583$5,868,240 ▲36.4%241,8280.3%Consumer StaplesWBDWarner Bros. Discovery$21,032,091$21,032,091 ▲New Holding1,989,7910.3%Consumer DiscretionaryUPSUnited Parcel Service$20,924,025$7,267,143 ▲53.2%165,9320.3%TransportationSHWSherwin-Williams$20,663,325$6,209,161 ▲43.0%60,7870.3%Basic MaterialsMMM3M$20,657,498$2,033,426 ▲10.9%160,0240.3%Multi-Sector ConglomeratesSHOPShopify$19,968,030$2,680,260 ▼-11.8%187,7930.3%Computer and TechnologyOKEONEOK$19,783,720$715,049 ▲3.7%197,0490.3%Oils/EnergyGILDGilead Sciences$19,659,569$5,722,137 ▲41.1%212,8350.3%MedicalCBRECBRE Group$19,391,664$17,641,306 ▲1,007.9%147,7010.3%FinanceSBACSBA Communications$18,959,922$3,237,159 ▲20.6%93,0320.3%FinancePGProcter & Gamble$18,834,975$7,638,805 ▲68.2%112,3470.3%Consumer StaplesCLHClean Harbors$18,771,600$5,919,891 ▼-24.0%81,5660.3%Business ServicesLYBLyondellBasell Industries$18,517,813$4,781,577 ▲34.8%249,3310.3%Basic MaterialsZTSZoetis$18,378,667$3,011,435 ▲19.6%112,8010.2%MedicalGENGenesis Healthcare$18,136,786$17,337,591 ▲2,169.4%662,4100.2%Business ServicesCORCencora$17,828,358$19,098 ▲0.1%79,3500.2%MedicalBKNGBooking$17,449,091$11,154,103 ▲177.2%3,5120.2%Retail/WholesaleEMREmerson Electric$17,328,637$28,572,683 ▼-62.2%139,8260.2%Industrial ProductsRFRegions Financial$17,184,041$10,294,492 ▲149.4%730,6140.2%FinanceIOTSamsara$16,835,898$16,835,898 ▲New Holding385,3490.2%Computer and TechnologyDXCMDexCom$16,783,544$802,586 ▲5.0%215,8100.2%MedicalTROWT. Rowe Price Group$16,665,621$16,665,621 ▲New Holding147,3660.2%FinanceADSKAutodesk$16,464,136$2,069,581 ▲14.4%55,7030.2%Computer and TechnologyCAMTCamtek$16,347,8480.0%202,4000.2%Computer and TechnologyTAT&T$16,323,859$27,764,919 ▼-63.0%716,9020.2%Computer and TechnologyPRUPrudential Financial$16,323,477$2,417,538 ▲17.4%137,7160.2%FinancePTCPTC$16,220,092$16,220,092 ▲New Holding88,2150.2%Computer and TechnologyUNHUnitedHealth Group$16,206,743$16,986,273 ▼-51.2%32,0380.2%MedicalNXPINXP Semiconductors$15,996,136$9,110,689 ▲132.3%76,9600.2%Computer and TechnologyINFORMATICA INC$15,815,537$4,897,633 ▲44.9%609,9320.2%COM CL AShowing 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. 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