BELLWETHER ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 133K | $4.28M |
 | RBLX | 73K | $10.13M |
 | PLTR | 62K | $11.33M |
 | NVDA | 60K | $11.22M |
 | MTCH | 56K | $1.96M |
 | FAST | 54K | $2.67M |
 | AVGO | 45K | $14.81M |
 | IBKR | 36K | $2.50M |
 | VIK | 35K | $2.18M |
 | FSK | 27K | $404.15K |
 | Z | 23K | $1.76M |
 | ABBV | 23K | $5.25M |
 | EBAY | 22K | $2.03M |
 | ORLY | 22K | $2.39M |
 | CTAS | 21K | $4.41M |
 | TTWO | 21K | $5.45M |
 | RCL | 18K | $5.98M |
 | ORCL | 17K | $4.84M |
 | T | 14K | $403.94K |
 | SCHW | 14K | $1.33M |
Coupang, Inc.
CPNG
Shares Held
133K
Value
$4.28M
Roblox Corporation
RBLX
Shares Held
73K
Value
$10.13M
Palantir Technologies Inc.
PLTR
Shares Held
62K
Value
$11.33M
NVIDIA Corporation
NVDA
Shares Held
60K
Value
$11.22M
Match Group, Inc.
MTCH
Shares Held
56K
Value
$1.96M
Fastenal Company
FAST
Shares Held
54K
Value
$2.67M
Broadcom Inc.
AVGO
Shares Held
45K
Value
$14.81M
Interactive Brokers Group, Inc.
IBKR
Shares Held
36K
Value
$2.50M
Viking Holdings Ltd
VIK
Shares Held
35K
Value
$2.18M
FS KKR Capital Corp.
FSK
Shares Held
27K
Value
$404.15K
Zillow Group, Inc. Class C
Z
Shares Held
23K
Value
$1.76M
AbbVie Inc.
ABBV
Shares Held
23K
Value
$5.25M
eBay Inc.
EBAY
Shares Held
22K
Value
$2.03M
O'Reilly Automotive, Inc.
ORLY
Shares Held
22K
Value
$2.39M
Cintas Corporation
CTAS
Shares Held
21K
Value
$4.41M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
21K
Value
$5.45M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
18K
Value
$5.98M
Oracle Corporation
ORCL
Shares Held
17K
Value
$4.84M
AT&T Inc.
T
Shares Held
14K
Value
$403.94K
The Charles Schwab Corporation
SCHW
Shares Held
14K
Value
$1.33M