GRAYPOINT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNPS | 1K | $598.30K |
 | DGX | 1K | $208.80K |
 | CASY | 1K | $581.71K |
 | IDXX | 1K | $602.85K |
 | IT | 1K | $451.11K |
 | FERG | 1K | $241.70K |
 | MSTR | 1K | $443.85K |
 | RMD | 1K | $283.14K |
 | PODD | 1K | $332.40K |
 | MSI | 1K | $436.04K |
 | VRSK | 1K | $321.50K |
 | AVB | 1K | $206.55K |
 | WFC-PL | 997 | $1.17M |
 | EQIX | 996 | $792.23K |
 | MCO | 986 | $494.59K |
 | WAB | 962 | $201.42K |
 | PWR | 961 | $363.44K |
 | PH | 923 | $644.41K |
 | LNG | 906 | $220.63K |
 | ROK | 845 | $280.60K |
Synopsys, Inc.
SNPS
Shares Held
1K
Value
$598.30K
Quest Diagnostics Incorporated
DGX
Shares Held
1K
Value
$208.80K
Casey's General Stores, Inc.
CASY
Shares Held
1K
Value
$581.71K
IDEXX Laboratories, Inc.
IDXX
Shares Held
1K
Value
$602.85K
Gartner, Inc.
IT
Shares Held
1K
Value
$451.11K
Ferguson plc
FERG
Shares Held
1K
Value
$241.70K
MicroStrategy Incorporated
MSTR
Shares Held
1K
Value
$443.85K
ResMed Inc.
RMD
Shares Held
1K
Value
$283.14K
Insulet Corporation
PODD
Shares Held
1K
Value
$332.40K
Motorola Solutions, Inc.
MSI
Shares Held
1K
Value
$436.04K
Verisk Analytics, Inc.
VRSK
Shares Held
1K
Value
$321.50K
AvalonBay Communities, Inc.
AVB
Shares Held
1K
Value
$206.55K
Wells Fargo & Company
WFC-PL
Shares Held
997
Value
$1.17M
Equinix, Inc.
EQIX
Shares Held
996
Value
$792.23K
Moody's Corporation
MCO
Shares Held
986
Value
$494.59K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
962
Value
$201.42K
Quanta Services, Inc.
PWR
Shares Held
961
Value
$363.44K
Parker-Hannifin Corporation
PH
Shares Held
923
Value
$644.41K
Cheniere Energy, Inc.
LNG
Shares Held
906
Value
$220.63K
Rockwell Automation, Inc.
ROK
Shares Held
845
Value
$280.60K