GRAYPOINT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRMN | 2K | $324.98K |
 | MLM | 2K | $848.22K |
 | KKR | 2K | $202.75K |
 | APD | 2K | $427.61K |
 | FDX | 1K | $334.15K |
 | SHW | 1K | $501.65K |
 | BLK | 1K | $1.51M |
 | ODFL | 1K | $229.52K |
 | AME | 1K | $249.95K |
 | RJF | 1K | $205.98K |
 | PAYC | 1K | $305.23K |
 | TTWO | 1K | $319.83K |
 | CRWD | 1K | $665.16K |
 | BR | 1K | $315.45K |
 | MCK | 1K | $930.74K |
 | APP | 1K | $442.85K |
 | DRI | 1K | $268.32K |
 | VST | 1K | $235.29K |
 | MSCI | 1K | $693.74K |
 | ARES | 1K | $207.49K |
Garmin Ltd.
GRMN
Shares Held
2K
Value
$324.98K
Martin Marietta Materials, Inc.
MLM
Shares Held
2K
Value
$848.22K
KKR & Co. Inc.
KKR
Shares Held
2K
Value
$202.75K
Air Products and Chemicals, Inc.
APD
Shares Held
2K
Value
$427.61K
FedEx Corporation
FDX
Shares Held
1K
Value
$334.15K
The Sherwin-Williams Company
SHW
Shares Held
1K
Value
$501.65K
BlackRock, Inc.
BLK
Shares Held
1K
Value
$1.51M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
1K
Value
$229.52K
AMETEK, Inc.
AME
Shares Held
1K
Value
$249.95K
Raymond James Financial, Inc.
RJF
Shares Held
1K
Value
$205.98K
Paycom Software, Inc.
PAYC
Shares Held
1K
Value
$305.23K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
1K
Value
$319.83K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
1K
Value
$665.16K
Broadridge Financial Solutions, Inc.
BR
Shares Held
1K
Value
$315.45K
McKesson Corporation
MCK
Shares Held
1K
Value
$930.74K
AppLovin Corporation
APP
Shares Held
1K
Value
$442.85K
Darden Restaurants, Inc.
DRI
Shares Held
1K
Value
$268.32K
Vistra Corp.
VST
Shares Held
1K
Value
$235.29K
MSCI Inc.
MSCI
Shares Held
1K
Value
$693.74K
Ares Management Corporation
ARES
Shares Held
1K
Value
$207.49K