BBR PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEM | 3K | $292.52K |
 | PH | 3K | $2.57M |
 | NOW | 3K | $2.98M |
 | CMI | 3K | $1.30M |
 | PEP | 3K | $415.56K |
 | COST | 3K | $2.71M |
 | SYY | 3K | $236.40K |
 | CHD | 3K | $244.14K |
 | BX | 3K | $473.21K |
 | DHI | 3K | $426.89K |
 | SHAK | 3K | $234.03K |
 | CPT | 2K | $265.56K |
 | AVGO | 2K | $801.35K |
 | VEEV | 2K | $709.03K |
 | NVS | 2K | $300.47K |
 | MMM | 2K | $352.72K |
 | TEAM | 2K | $355.97K |
 | SAP | 2K | $570.76K |
 | HUM | 2K | $553.38K |
 | TSM | 2K | $502.16K |
Newmont Corporation
NEM
Shares Held
3K
Value
$292.52K
Parker-Hannifin Corporation
PH
Shares Held
3K
Value
$2.57M
ServiceNow, Inc.
NOW
Shares Held
3K
Value
$2.98M
Cummins Inc.
CMI
Shares Held
3K
Value
$1.30M
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$415.56K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.71M
Sysco Corporation
SYY
Shares Held
3K
Value
$236.40K
Church & Dwight Co., Inc.
CHD
Shares Held
3K
Value
$244.14K
Blackstone Inc.
BX
Shares Held
3K
Value
$473.21K
D.R. Horton, Inc.
DHI
Shares Held
3K
Value
$426.89K
Shake Shack Inc.
SHAK
Shares Held
3K
Value
$234.03K
Camden Property Trust
CPT
Shares Held
2K
Value
$265.56K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$801.35K
Veeva Systems Inc.
VEEV
Shares Held
2K
Value
$709.03K
Novartis AG
NVS
Shares Held
2K
Value
$300.47K
3M Company
MMM
Shares Held
2K
Value
$352.72K
Atlassian Corporation
TEAM
Shares Held
2K
Value
$355.97K
SAP SE
SAP
Shares Held
2K
Value
$570.76K
Humana Inc.
HUM
Shares Held
2K
Value
$553.38K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2K
Value
$502.16K