GRAYPOINT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HWM | 3K | $536.25K |
 | KLAC | 3K | $2.57M |
 | EA | 3K | $455.98K |
 | VRTX | 3K | $1.26M |
 | TMUS | 3K | $669.53K |
 | CI | 3K | $917.31K |
 | TPR | 3K | $240.78K |
 | AWK | 3K | $376.73K |
 | AMP | 3K | $1.44M |
 | NVS | 3K | $322.10K |
 | TSM | 3K | $602.13K |
 | EOG | 3K | $315.84K |
 | AON | 3K | $933.14K |
 | BFAM | 3K | $319.36K |
 | ISRG | 3K | $1.40M |
 | CCI | 3K | $263.72K |
 | MPC | 3K | $425.75K |
 | PSX | 3K | $299.69K |
 | FANG | 2K | $340.01K |
 | WDAY | 2K | $591.84K |
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$536.25K
KLA Corporation
KLAC
Shares Held
3K
Value
$2.57M
Electronic Arts Inc.
EA
Shares Held
3K
Value
$455.98K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
3K
Value
$1.26M
T-Mobile US, Inc.
TMUS
Shares Held
3K
Value
$669.53K
Cigna Corporation
CI
Shares Held
3K
Value
$917.31K
Tapestry, Inc.
TPR
Shares Held
3K
Value
$240.78K
American Water Works Company, Inc.
AWK
Shares Held
3K
Value
$376.73K
Ameriprise Financial, Inc.
AMP
Shares Held
3K
Value
$1.44M
Novartis AG
NVS
Shares Held
3K
Value
$322.10K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3K
Value
$602.13K
EOG Resources, Inc.
EOG
Shares Held
3K
Value
$315.84K
Aon plc
AON
Shares Held
3K
Value
$933.14K
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
3K
Value
$319.36K
Intuitive Surgical, Inc.
ISRG
Shares Held
3K
Value
$1.40M
Crown Castle Inc.
CCI
Shares Held
3K
Value
$263.72K
Marathon Petroleum Corporation
MPC
Shares Held
3K
Value
$425.75K
Phillips 66
PSX
Shares Held
3K
Value
$299.69K
Diamondback Energy, Inc.
FANG
Shares Held
2K
Value
$340.01K
Workday, Inc.
WDAY
Shares Held
2K
Value
$591.84K