TODD ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STT | 221K | $25.60M |
 | NTAP | 219K | $25.97M |
 | LEN | 209K | $26.37M |
 | TSM | 207K | $57.94M |
 | PSX | 205K | $27.90M |
 | AVGO | 199K | $65.77M |
 | KT | 198K | $3.86M |
 | DKS | 189K | $41.93M |
 | SKM | 189K | $4.07M |
 | CB | 188K | $52.98M |
 | FSLR | 187K | $41.32M |
 | GOOGL | 179K | $43.51M |
 | CBRE | 168K | $26.40M |
 | DVA | 164K | $21.84M |
 | PGR | 153K | $37.77M |
 | NRG | 147K | $23.80M |
 | CDW | 144K | $22.91M |
 | IBM | 141K | $39.85M |
 | CMI | 138K | $58.09M |
 | ORCL | 137K | $38.62M |
State Street Corporation
STT
Shares Held
221K
Value
$25.60M
NetApp, Inc.
NTAP
Shares Held
219K
Value
$25.97M
Lennar Corporation
LEN
Shares Held
209K
Value
$26.37M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
207K
Value
$57.94M
Phillips 66
PSX
Shares Held
205K
Value
$27.90M
Broadcom Inc.
AVGO
Shares Held
199K
Value
$65.77M
KT Corporation
KT
Shares Held
198K
Value
$3.86M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
189K
Value
$41.93M
SK Telecom Co.,Ltd
SKM
Shares Held
189K
Value
$4.07M
Chubb Limited
CB
Shares Held
188K
Value
$52.98M
First Solar, Inc.
FSLR
Shares Held
187K
Value
$41.32M
Alphabet Inc.
GOOGL
Shares Held
179K
Value
$43.51M
CBRE Group, Inc.
CBRE
Shares Held
168K
Value
$26.40M
DaVita Inc.
DVA
Shares Held
164K
Value
$21.84M
The Progressive Corporation
PGR
Shares Held
153K
Value
$37.77M
NRG Energy, Inc.
NRG
Shares Held
147K
Value
$23.80M
CDW Corporation
CDW
Shares Held
144K
Value
$22.91M
International Business Machines Corporation
IBM
Shares Held
141K
Value
$39.85M
Cummins Inc.
CMI
Shares Held
138K
Value
$58.09M
Oracle Corporation
ORCL
Shares Held
137K
Value
$38.62M