GRAYPOINT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AJG | 2K | $783.98K |
 | CDNS | 2K | $750.04K |
 | DLR | 2K | $423.22K |
 | DELL | 2K | $297.49K |
 | ECL | 2K | $647.21K |
 | NSC | 2K | $608.68K |
 | GD | 2K | $690.34K |
 | J | 2K | $310.91K |
 | MAR | 2K | $643.45K |
 | EXPD | 2K | $269.06K |
 | GEV | 2K | $1.24M |
 | NUE | 2K | $299.26K |
 | TMO | 2K | $899.07K |
 | CTAS | 2K | $492.54K |
 | NOW | 2K | $2.26M |
 | LHX | 2K | $546.93K |
 | DTE | 2K | $282.55K |
 | NTRS | 2K | $267.65K |
 | TEL | 2K | $355.71K |
 | CLX | 2K | $250.96K |
Arthur J. Gallagher & Co.
AJG
Shares Held
2K
Value
$783.98K
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$750.04K
Digital Realty Trust, Inc.
DLR
Shares Held
2K
Value
$423.22K
Dell Technologies Inc.
DELL
Shares Held
2K
Value
$297.49K
Ecolab Inc.
ECL
Shares Held
2K
Value
$647.21K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$608.68K
General Dynamics Corporation
GD
Shares Held
2K
Value
$690.34K
Jacobs Solutions Inc.
J
Shares Held
2K
Value
$310.91K
Marriott International, Inc.
MAR
Shares Held
2K
Value
$643.45K
Expeditors International of Washington, Inc.
EXPD
Shares Held
2K
Value
$269.06K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.24M
Nucor Corporation
NUE
Shares Held
2K
Value
$299.26K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$899.07K
Cintas Corporation
CTAS
Shares Held
2K
Value
$492.54K
ServiceNow, Inc.
NOW
Shares Held
2K
Value
$2.26M
L3Harris Technologies, Inc.
LHX
Shares Held
2K
Value
$546.93K
DTE Energy Company
DTE
Shares Held
2K
Value
$282.55K
Northern Trust Corporation
NTRS
Shares Held
2K
Value
$267.65K
TE Connectivity Ltd.
TEL
Shares Held
2K
Value
$355.71K
The Clorox Company
CLX
Shares Held
2K
Value
$250.96K