CIRCLE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WDAY | 9K | $2.08M |
 | XYL | 8K | $1.24M |
 | ITW | 7K | $1.94M |
 | MA | 7K | $4.15M |
 | FIG | 7K | $375.90K |
 | MU | 7K | $1.21M |
 | RDDT | 7K | $1.60M |
 | QCOM | 7K | $1.14M |
 | VEEV | 7K | $2.03M |
 | UNP | 7K | $1.61M |
 | FI | 7K | $856.74K |
 | SHEL | 7K | $465.09K |
 | ENTG | 6K | $590.26K |
 | KO | 6K | $412.62K |
 | AER | 6K | $750.20K |
 | UNH | 6K | $2.06M |
 | GLNG | 6K | $240.84K |
 | WMT | 6K | $606.81K |
 | NFLX | 6K | $6.91M |
 | DIS | 6K | $629.93K |
Workday, Inc.
WDAY
Shares Held
9K
Value
$2.08M
Xylem Inc.
XYL
Shares Held
8K
Value
$1.24M
Illinois Tool Works Inc.
ITW
Shares Held
7K
Value
$1.94M
Mastercard Incorporated
MA
Shares Held
7K
Value
$4.15M
Figma, Inc.
FIG
Shares Held
7K
Value
$375.90K
Micron Technology, Inc.
MU
Shares Held
7K
Value
$1.21M
Reddit, Inc.
RDDT
Shares Held
7K
Value
$1.60M
QUALCOMM Incorporated
QCOM
Shares Held
7K
Value
$1.14M
Veeva Systems Inc.
VEEV
Shares Held
7K
Value
$2.03M
Union Pacific Corporation
UNP
Shares Held
7K
Value
$1.61M
Fiserv, Inc.
FI
Shares Held
7K
Value
$856.74K
Shell plc
SHEL
Shares Held
7K
Value
$465.09K
Entegris, Inc.
ENTG
Shares Held
6K
Value
$590.26K
The Coca-Cola Company
KO
Shares Held
6K
Value
$412.62K
AerCap Holdings N.V.
AER
Shares Held
6K
Value
$750.20K
UnitedHealth Group Incorporated
UNH
Shares Held
6K
Value
$2.06M
Golar LNG Limited
GLNG
Shares Held
6K
Value
$240.84K
Walmart Inc.
WMT
Shares Held
6K
Value
$606.81K
Netflix, Inc.
NFLX
Shares Held
6K
Value
$6.91M
The Walt Disney Company
DIS
Shares Held
6K
Value
$629.93K