BROOKSTONE CAPITAL MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 18K | $6.12M |
 | PAYX | 17K | $2.22M |
 | LRCX | 17K | $2.33M |
 | NOW | 17K | $15.89M |
 | MSTR | 17K | $5.49M |
 | SAVA | 17K | $48.75K |
 | FSK | 17K | $246.38K |
 | HON | 16K | $3.47M |
 | EFX | 16K | $4.22M |
 | COST | 16K | $15.17M |
 | COP | 16K | $1.53M |
 | THC | 16K | $3.28M |
 | EXEL | 16K | $661.46K |
 | CEG | 16K | $5.26M |
 | CAVA | 16K | $961.97K |
 | CHWY | 16K | $642.67K |
 | MKC-V | 16K | $1.04M |
 | DAL | 15K | $875.60K |
 | APO | 15K | $2.02M |
 | WDAY | 15K | $3.65M |
UnitedHealth Group Incorporated
UNH
Shares Held
18K
Value
$6.12M
Paychex, Inc.
PAYX
Shares Held
17K
Value
$2.22M
Lam Research Corporation
LRCX
Shares Held
17K
Value
$2.33M
ServiceNow, Inc.
NOW
Shares Held
17K
Value
$15.89M
MicroStrategy Incorporated
MSTR
Shares Held
17K
Value
$5.49M
Cassava Sciences, Inc.
SAVA
Shares Held
17K
Value
$48.75K
FS KKR Capital Corp.
FSK
Shares Held
17K
Value
$246.38K
Honeywell International Inc.
HON
Shares Held
16K
Value
$3.47M
Equifax Inc.
EFX
Shares Held
16K
Value
$4.22M
Costco Wholesale Corporation
COST
Shares Held
16K
Value
$15.17M
ConocoPhillips
COP
Shares Held
16K
Value
$1.53M
Tenet Healthcare Corporation
THC
Shares Held
16K
Value
$3.28M
Exelixis, Inc.
EXEL
Shares Held
16K
Value
$661.46K
Constellation Energy Corporation
CEG
Shares Held
16K
Value
$5.26M
CAVA Group, Inc.
CAVA
Shares Held
16K
Value
$961.97K
Chewy, Inc.
CHWY
Shares Held
16K
Value
$642.67K
McCormick & Company, Incorporated
MKC-V
Shares Held
16K
Value
$1.04M
Delta Air Lines, Inc.
DAL
Shares Held
15K
Value
$875.60K
Apollo Global Management, Inc.
APO
Shares Held
15K
Value
$2.02M
Workday, Inc.
WDAY
Shares Held
15K
Value
$3.65M