MOLONEY SECURITIES ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NOC | 2K | $956.66K |
 | DE | 2K | $717.41K |
 | APP | 2K | $1.10M |
 | LRCX | 2K | $201.79K |
 | ELV | 1K | $478.00K |
 | VRTX | 1K | $572.19K |
 | CMI | 1K | $604.46K |
 | FN | 1K | $516.30K |
 | RS | 1K | $361.22K |
 | CRM | 1K | $295.36K |
 | HLI | 1K | $236.12K |
 | PGR | 1K | $278.59K |
 | STX | 1K | $247.48K |
 | ADSK | 1K | $323.39K |
 | MSTR | 987 | $318.02K |
 | VMI | 984 | $381.36K |
 | JBL | 981 | $213.13K |
 | RCL | 931 | $301.25K |
 | FSLR | 910 | $200.68K |
 | CAT | 906 | $432.07K |
Northrop Grumman Corporation
NOC
Shares Held
2K
Value
$956.66K
Deere & Company
DE
Shares Held
2K
Value
$717.41K
AppLovin Corporation
APP
Shares Held
2K
Value
$1.10M
Lam Research Corporation
LRCX
Shares Held
2K
Value
$201.79K
Elevance Health Inc.
ELV
Shares Held
1K
Value
$478.00K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
1K
Value
$572.19K
Cummins Inc.
CMI
Shares Held
1K
Value
$604.46K
Fabrinet
FN
Shares Held
1K
Value
$516.30K
Reliance Steel & Aluminum Co.
RS
Shares Held
1K
Value
$361.22K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$295.36K
Houlihan Lokey, Inc.
HLI
Shares Held
1K
Value
$236.12K
The Progressive Corporation
PGR
Shares Held
1K
Value
$278.59K
Seagate Technology Holdings plc
STX
Shares Held
1K
Value
$247.48K
Autodesk, Inc.
ADSK
Shares Held
1K
Value
$323.39K
MicroStrategy Incorporated
MSTR
Shares Held
987
Value
$318.02K
Valmont Industries, Inc.
VMI
Shares Held
984
Value
$381.36K
Jabil Inc.
JBL
Shares Held
981
Value
$213.13K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
931
Value
$301.25K
First Solar, Inc.
FSLR
Shares Held
910
Value
$200.68K
Caterpillar Inc.
CAT
Shares Held
906
Value
$432.07K