Motley Fool Asset Management LLC Top Holdings and 13F Report (2025) About Motley Fool Asset Management LLCInvestment ActivityMotley Fool Asset Management LLC has $1.92 billion in total holdings as of December 31, 2024.Motley Fool Asset Management LLC owns shares of 226 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 11.74% of the portfolio was purchased this quarter.About 5.69% of the portfolio was sold this quarter.This quarter, Motley Fool Asset Management LLC has purchased 209 new stocks and bought additional shares in 171 stocks.Motley Fool Asset Management LLC sold shares of 29 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $132,014,412NVIDIA $111,392,346Microsoft $109,162,178Amazon.com $106,312,006Alphabet $101,133,733 Largest New Holdings this Quarter ARISTA NETWORKS INC $7,194,066 HoldingQXO INC $6,630,650 HoldingTJX Companies $6,337,572 HoldingLAM RESEARCH CORP $4,420,404 HoldingMotorola Solutions $3,634,052 Holding Largest Purchases this Quarter Apple 62,146 shares (about $15.56M)Alphabet 71,421 shares (about $13.60M)Microsoft 31,270 shares (about $13.18M)NVIDIA 97,387 shares (about $13.08M)Amazon.com 44,911 shares (about $9.85M) Largest Sales this Quarter Axon Enterprise 60,594 shares (about $36.01M)BioMarin Pharmaceutical 135,486 shares (about $8.91M)Starbucks 90,886 shares (about $8.29M)Comcast 205,836 shares (about $7.73M)Goosehead Insurance 61,998 shares (about $6.65M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMotley Fool Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$132,014,412$15,562,601 ▲13.4%527,1726.9%Computer and TechnologyNVDANVIDIA$111,392,346$13,078,100 ▲13.3%829,4915.8%Computer and TechnologyMSFTMicrosoft$109,162,178$13,180,305 ▲13.7%258,9855.7%Computer and TechnologyAMZNAmazon.com$106,312,006$9,853,024 ▲10.2%484,5805.5%Retail/WholesaleGOOGAlphabet$101,133,733$13,601,415 ▲15.5%531,0535.3%Computer and TechnologyTSLATesla$59,251,001$7,329,696 ▲14.1%146,7193.1%Auto/Tires/TrucksMETAMeta Platforms$53,705,905$6,840,513 ▲14.6%91,7252.8%Computer and TechnologyAVGOBroadcom$49,846,991$6,270,808 ▲14.4%215,0062.6%Computer and TechnologyBRK.BBerkshire Hathaway$44,978,521$5,598,461 ▲14.2%99,2292.3%FinanceMAMastercard$43,040,252$3,993,507 ▲10.2%81,7372.2%Business ServicesCOSTCostco Wholesale$36,970,578$3,348,051 ▲10.0%40,3491.9%Retail/WholesaleWMTWalmart$36,796,212$4,747,621 ▲14.8%407,2631.9%Retail/WholesaleJPMJPMorgan Chase & Co.$31,638,843$4,192,048 ▲15.3%131,9881.6%FinanceVVisa$31,111,610$4,124,954 ▲15.3%98,4421.6%Business ServicesLLYEli Lilly and Company$30,397,500$285,640 ▲0.9%39,3751.6%MedicalCRMSalesforce$29,049,599$2,824,754 ▲10.8%86,8891.5%Computer and TechnologyAXONAxon Enterprise$28,748,447$36,012,226 ▼-55.6%48,3721.5%AerospaceWSOWatsco$25,213,791$321,297 ▲1.3%53,2061.3%ConstructionDXCMDexCom$21,996,000$794,187 ▲3.7%282,8341.1%MedicalUNHUnitedHealth Group$21,522,320$475,508 ▲2.3%42,5461.1%MedicalHDHome Depot$20,748,727$2,708,148 ▲15.0%53,3401.1%Retail/WholesaleNFLXNetflix$20,691,102$2,972,552 ▲16.8%23,2141.1%Consumer DiscretionaryWCNWaste Connections$18,313,934$1,072,032 ▲6.2%106,7371.0%Business ServicesEQIXEquinix$18,024,285$1,273,844 ▲7.6%19,1160.9%FinanceWATWaters$15,191,631$1,073,616 ▲7.6%40,9500.8%MedicalFASTFastenal$14,920,318$1,594,317 ▼-9.7%207,4860.8%Retail/WholesaleAMTAmerican Tower$14,357,885$555,182 ▼-3.7%78,2830.7%FinanceGMEDGlobus Medical$14,180,464$1,260,500 ▲9.8%171,4480.7%MedicalICLRICON Public$13,727,826$2,732,941 ▲24.9%65,4610.7%MedicalSNEXStoneX Group$13,334,207$1,180,343 ▲9.7%136,1050.7%FinanceSBACSBA Communications$12,424,463$921,991 ▲8.0%60,9640.6%FinanceCNICanadian National Railway$12,405,537$725,187 ▲6.2%122,2100.6%TransportationTOSTToast$12,289,409$1,906,262 ▼-13.4%337,1580.6%Computer and TechnologyTMUST-Mobile US$12,085,850$1,719,266 ▲16.6%54,7540.6%Computer and TechnologyRTORentokil Initial$11,971,600$701,972 ▲6.2%472,8120.6%Business ServicesNOWServiceNow$11,861,683$1,812,805 ▲18.0%11,1890.6%Computer and TechnologyHQYHealthEquity$11,762,702$1,039,618 ▲9.7%122,5920.6%MedicalBAMBrookfield Asset Management$11,406,995$2,647,398 ▼-18.8%210,5000.6%FinanceAONAON$11,375,316$657,263 ▲6.1%31,6720.6%FinanceYUMCYum China$10,988,251$643,455 ▲6.2%228,1140.6%Retail/WholesaleINTL CONTAINER TERM SVCS INC$10,747,0220.0%1,610,5220.6%Ordinary SharesALRMAlarm.com$10,238,902$913,763 ▲9.8%168,4030.5%Industrial ProductsISRGIntuitive Surgical$10,046,686$1,557,007 ▲18.3%19,2480.5%MedicalTSMTaiwan Semiconductor Manufacturing$9,922,490$576,671 ▲6.2%50,2430.5%Computer and TechnologyRXORXO$9,826,347$854,092 ▲9.5%412,1790.5%TransportationADBEAdobe$9,636,216$149,412 ▲1.6%21,6700.5%Computer and TechnologyHRIHerc$9,345,329$519,900 ▲5.9%49,3600.5%TransportationBROBrown & Brown$9,234,238$3,087,941 ▼-25.1%90,5140.5%FinanceGSHDGoosehead Insurance$9,191,113$6,647,426 ▼-42.0%85,7220.5%FinanceBRBroadridge Financial Solutions$9,132,906$1,383,219 ▼-13.2%40,3950.5%Business ServicesMELIMercadoLibre$8,561,715$462,520 ▲5.7%5,0350.4%Retail/WholesaleDISWalt Disney$8,536,314$398,633 ▲4.9%76,6620.4%Consumer DiscretionaryTYLTyler Technologies$8,420,674$3,502,511 ▼-29.4%14,6030.4%Computer and TechnologyINTUIntuit$8,354,651$1,265,171 ▲17.8%13,2930.4%Computer and TechnologyGXOGXO Logistics$7,731,908$690,693 ▲9.8%177,7450.4%TransportationAMDAdvanced Micro Devices$7,660,864$206,309 ▼-2.6%63,4230.4%Computer and TechnologyUNPUnion Pacific$7,217,466$891,180 ▲14.1%31,6500.4%TransportationARISTA NETWORKS INC$7,194,066$7,194,066 ▲New Holding65,0870.4%Ordinary SharesGNTXGentex$7,182,586$1,066,400 ▼-12.9%250,0030.4%Auto/Tires/TrucksBKNGBooking$7,179,367$481,937 ▲7.2%1,4450.4%Retail/WholesaleTEAMAtlassian$6,920,510$2,685,942 ▼-28.0%28,4350.4%Computer and TechnologyTREXTrex$6,689,904$228,972 ▼-3.3%96,9130.3%ConstructionQXO INC$6,630,650$6,630,650 ▲New Holding417,0220.3%Ordinary SharesCOOPER COS INC COM$6,627,509$153,339 ▲2.4%72,0930.3%Ordinary SharesPGRProgressive$6,382,731$743,749 ▲13.2%26,6380.3%FinanceAMGNAmgen$6,370,042$733,180 ▲13.0%24,4400.3%MedicalTJXTJX Companies$6,337,572$6,337,572 ▲New Holding52,4590.3%Retail/WholesaleGILDGilead Sciences$6,198,304$801,587 ▲14.9%67,1030.3%MedicalPANWPalo Alto Networks$6,182,455$3,457,968 ▲126.9%33,9770.3%Computer and TechnologySCHWCharles Schwab$6,166,217$717,897 ▲13.2%83,3160.3%FinanceCSGPCoStar Group$5,959,295$552,102 ▲10.2%83,2420.3%Computer and TechnologyGWREGuidewire Software$5,904,515$509,449 ▲9.4%35,0250.3%Computer and TechnologyUBERUber Technologies$5,772,503$672,870 ▲13.2%95,6980.3%Computer and TechnologyVRTXVertex Pharmaceuticals$5,430,007$740,968 ▲15.8%13,4840.3%MedicalMORNMorningstar$5,319,461$458,667 ▲9.4%15,7960.3%Business ServicesBMYBristol-Myers Squibb$5,223,373$608,982 ▲13.2%92,3510.3%MedicalTRUTransUnion$4,879,327$420,903 ▲9.4%52,6300.3%Business ServicesSBUXStarbucks$4,710,781$8,293,347 ▼-63.8%51,6250.2%Retail/WholesaleNKENIKE$4,698,123$432,681 ▼-8.4%62,0870.2%Consumer DiscretionaryEMNEastman Chemical$4,672,479$175,882 ▲3.9%51,1660.2%Basic MaterialsSHWSherwin-Williams$4,670,638$576,181 ▲14.1%13,7400.2%Basic MaterialsTSCOTractor Supply$4,634,048$3,792,782 ▲450.8%87,3360.2%Retail/WholesaleLAM RESEARCH CORP$4,420,404$4,420,404 ▲New Holding61,1990.2%Ordinary SharesCMGChipotle Mexican Grill$4,373,438$1,050,064 ▲31.6%72,5280.2%Retail/WholesaleWMWaste Management$4,243,442$537,569 ▲14.5%21,0290.2%Business ServicesHCAHCA Healthcare$4,197,598$527,364 ▲14.4%13,9850.2%MedicalCTASCintas$4,023,968$510,464 ▲14.5%22,0250.2%Business ServicesSNPSSynopsys$3,983,350$488,758 ▲14.0%8,2070.2%Computer and TechnologyPYPLPayPal$3,952,473$441,003 ▲12.6%46,3090.2%Computer and TechnologyFTNTFortinet$3,940,099$523,325 ▲15.3%41,7030.2%Computer and TechnologyMCOMoody's$3,928,024$459,169 ▲13.2%8,2980.2%FinanceICEIntercontinental Exchange$3,891,396$448,073 ▲13.0%26,1150.2%FinanceMCKMcKesson$3,817,257$454,218 ▲13.5%6,6980.2%MedicalCRWDCrowdStrike$3,806,188$431,464 ▲12.8%11,1240.2%Computer and TechnologyCMECME Group$3,793,942$428,000 ▲12.7%16,3370.2%FinanceQTWOQ2$3,787,963$354,590 ▲10.3%37,6350.2%Computer and TechnologySMARSmartsheet$3,702,967$242,330 ▲7.0%66,0890.2%Computer and TechnologyMSIMotorola Solutions$3,634,052$3,634,052 ▲New Holding7,8620.2%Computer and TechnologyWDAYWorkday$3,582,747$438,651 ▲14.0%13,8850.2%Computer and TechnologyMARMarriott International$3,566,248$405,858 ▲12.8%12,7850.2%Consumer DiscretionaryShowing largest 100 holdings. 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