Longboard Asset Management, Lp Top Holdings and 13F Report (2025) About Longboard Asset Management, LpInvestment ActivityLongboard Asset Management, Lp has $37.79 million in total holdings as of December 31, 2024.Longboard Asset Management, Lp owns shares of 172 different stocks, but just 132 companies or ETFs make up 80% of its holdings.Largest Holdings Boston Scientific $298,150TJX Companies $284,991Welltower $279,156Unum Group $277,076Motorola Solutions $275,489 Sector AllocationMap of 500 Largest Holdings ofLongboard Asset Management, Lp Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBSXBoston Scientific$298,1503,3380.8%MedicalTJXTJX Companies$284,9912,3590.8%Retail/WholesaleWELLWelltower$279,1562,2150.7%FinanceUNMUnum Group$277,0763,7940.7%FinanceMSIMotorola Solutions$275,4895960.7%Computer and TechnologyFIFiserv$274,0301,3340.7%Business ServicesPKGPackaging Co. of America$269,7061,1980.7%Industrial ProductsBKBank of New York Mellon$266,9073,4740.7%FinanceSEICSEI Investments$266,8233,2350.7%FinanceRGAReinsurance Group of America$265,1151,2410.7%FinanceNINiSource$264,6727,2000.7%UtilitiesAJGArthur J. Gallagher & Co.$262,2779240.7%FinancePGRProgressive$261,1751,0900.7%FinanceTTTrane Technologies$256,6986950.7%ConstructionAXPAmerican Express$255,2398600.7%FinanceORIOld Republic International$252,7876,9850.7%FinanceMCOMoody's$252,7805340.7%FinanceWABWestinghouse Air Brake Technologies$251,5861,3270.7%TransportationALLAllstate$250,8201,3010.7%FinanceISRGIntuitive Surgical$250,5414800.7%MedicalBROBrown & Brown$248,3172,4340.7%FinancePHParker-Hannifin$246,7803880.7%Industrial ProductsGENGenesis Healthcare$246,7219,0110.7%Business ServicesTXRHTexas Roadhouse$245,5651,3610.6%Retail/WholesaleEXELExelixis$245,2217,3640.6%MedicalWTWWillis Towers Watson Public$244,9547820.6%FinanceRJFRaymond James$244,8001,5760.6%FinanceMOAltria Group$244,0374,6670.6%Consumer StaplesROSTRoss Stores$243,8471,6120.6%Retail/WholesaleRCLRoyal Caribbean Cruises$241,7631,0480.6%Consumer DiscretionaryHLTHilton Worldwide$241,7229780.6%Consumer DiscretionaryHEIHEICO$241,5441,0160.6%AerospaceAMAntero Midstream$240,39915,9310.6%Oils/EnergyAWIArmstrong World Industries$239,5541,6950.6%ConstructionETREntergy$238,8333,1500.6%UtilitiesAFLAflac$238,1192,3020.6%FinanceAPOApollo Global Management$236,8391,4340.6%FinancePPLPPL$235,2387,2470.6%UtilitiesHONHoneywell International$233,7961,0350.6%Multi-Sector ConglomeratesATOAtmos Energy$233,6951,6780.6%UtilitiesPWRQuanta Services$233,5617390.6%ConstructionTAT&T$233,48410,2540.6%Computer and TechnologyKKRKKR & Co. Inc.$233,1061,5760.6%FinanceEMREmerson Electric$232,9881,8800.6%Industrial ProductsICEIntercontinental Exchange$232,6051,5610.6%FinancePOSTPost$232,4682,0310.6%Consumer StaplesAIZAssurant$231,9831,0880.6%FinanceFOXAFOX$231,9704,7750.6%Consumer DiscretionaryWRBW. R. Berkley$231,7393,9600.6%FinanceRRyder System$231,5251,4760.6%TransportationLLoews$231,4582,7330.6%FinanceRBARB Global$231,2982,5640.6%Business ServicesBRBroadridge Financial Solutions$231,0641,0220.6%Business ServicesCASYCasey's General Stores$231,0025830.6%Retail/WholesaleVCTRVictory Capital$229,5683,5070.6%FinanceIBMInternational Business Machines$229,5031,0440.6%Computer and TechnologyAPHAmphenol$229,3243,3020.6%Computer and TechnologyMETMetLife$229,2642,8000.6%FinanceAMPAmeriprise Financial$228,9454300.6%FinanceCMECME Group$228,5149840.6%FinanceLOPEGrand Canyon Education$228,5011,3950.6%Consumer DiscretionaryGHCGraham$228,4432620.6%Consumer DiscretionaryIVTInvenTrust Properties$228,1447,5720.6%FinanceTWTradeweb Markets$226,8841,7330.6%FinanceHIGThe Hartford Financial Services Group$226,7862,0730.6%FinanceDUKDuke Energy$226,3622,1010.6%UtilitiesLRNStride$226,3602,1780.6%Consumer DiscretionaryCLHClean Harbors$225,5379800.6%Business ServicesPEGPublic Service Enterprise Group$225,5042,6690.6%UtilitiesATRAptarGroup$224,6531,4300.6%Industrial ProductsRPMRPM International$224,5851,8250.6%ConstructionAONAON$224,1166240.6%FinanceGVAGranite Construction$223,2222,5450.6%ConstructionCBLCBL & Associates Properties$222,6937,5720.6%FinanceBRXBrixmor Property Group$221,9967,9740.6%FinanceRSGRepublic Services$221,9021,1030.6%Business ServicesSBRASabra Health Care REIT$221,80012,8060.6%FinanceSPGIS&P Global$221,6234450.6%Business ServicesCWSTCasella Waste Systems$220,7202,0860.6%Industrial ProductsGLWCorning$220,0184,6300.6%Computer and TechnologyDXDynex Capital$219,98417,3900.6%FinanceCBChubb$219,3827940.6%FinanceSPGSimon Property Group$219,2231,2730.6%FinanceEATBrinker International$218,9401,6550.6%Retail/WholesaleRLIRLI$218,5651,3260.6%FinanceMMCMarsh & McLennan Companies$218,3571,0280.6%FinanceVRSKVerisk Analytics$217,5907900.6%Business ServicesUSFDUS Foods$217,5593,2250.6%Consumer StaplesAIGAmerican International Group$217,4542,9870.6%FinanceEQHEquitable$217,3594,6080.6%FinanceMUSAMurphy USA$217,2584330.6%Retail/WholesaleWSRWhitestone REIT$217,07015,3190.6%FinanceBBSIBarrett Business Services$216,5054,9840.6%Business ServicesDXPEDXP Enterprises$216,2172,6170.6%Industrial ProductsDOVDover$214,4271,1430.6%Industrial ProductsMORNMorningstar$213,8436350.6%Business ServicesCheniere Energy Inc.$213,7969950.6%COMMON STOCKSAKRAcadia Realty Trust$213,1888,8240.6%FinanceIDAIDACORP$212,9871,9490.6%UtilitiesHNIHNI$212,9644,2280.6%Business ServicesShowing 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. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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