GRAYPOINT LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SO | 10K | $914.92K |
 | PEP | 10K | $1.31M |
 | COF | 10K | $2.05M |
 | USB | 10K | $430.55K |
 | GE | 9K | $2.44M |
 | BKR | 9K | $351.20K |
 | DVN | 9K | $291.09K |
 | LLY | 9K | $7.11M |
 | CAT | 9K | $3.46M |
 | ACN | 9K | $2.66M |
 | TJX | 9K | $1.09M |
 | LRCX | 9K | $859.42K |
 | CMG | 9K | $493.22K |
 | MET | 9K | $704.56K |
 | PANW | 9K | $1.79M |
 | VICI | 9K | $281.08K |
 | AIG | 9K | $734.32K |
 | MU | 8K | $1.04M |
 | WM | 8K | $1.94M |
 | GLW | 8K | $444.75K |
The Southern Company
SO
Shares Held
10K
Value
$914.92K
PepsiCo, Inc.
PEP
Shares Held
10K
Value
$1.31M
Capital One Financial Corporation
COF
Shares Held
10K
Value
$2.05M
U.S. Bancorp
USB
Shares Held
10K
Value
$430.55K
GE Aerospace
GE
Shares Held
9K
Value
$2.44M
Baker Hughes Company
BKR
Shares Held
9K
Value
$351.20K
Devon Energy Corporation
DVN
Shares Held
9K
Value
$291.09K
Eli Lilly and Company
LLY
Shares Held
9K
Value
$7.11M
Caterpillar Inc.
CAT
Shares Held
9K
Value
$3.46M
Accenture plc
ACN
Shares Held
9K
Value
$2.66M
The TJX Companies, Inc.
TJX
Shares Held
9K
Value
$1.09M
Lam Research Corporation
LRCX
Shares Held
9K
Value
$859.42K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
9K
Value
$493.22K
MetLife, Inc.
MET
Shares Held
9K
Value
$704.56K
Palo Alto Networks, Inc.
PANW
Shares Held
9K
Value
$1.79M
VICI Properties Inc.
VICI
Shares Held
9K
Value
$281.08K
American International Group, Inc.
AIG
Shares Held
9K
Value
$734.32K
Micron Technology, Inc.
MU
Shares Held
8K
Value
$1.04M
Waste Management, Inc.
WM
Shares Held
8K
Value
$1.94M
Corning Incorporated
GLW
Shares Held
8K
Value
$444.75K