BELLWETHER ADVISORS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VIK | 81K | $5.75M |
 | PLTR | 50K | $8.95M |
 | AVGO | 45K | $15.55M |
 | NVDA | 38K | $7.10M |
 | SATS | 33K | $3.59M |
 | BRK-B | 32K | $16.18M |
 | RBLX | 29K | $2.37M |
 | ABBV | 23K | $5.19M |
 | DLTR | 23K | $2.79M |
 | FSK | 22K | $325.36K |
 | ABT | 21K | $2.63M |
 | RDDT | 21K | $4.74M |
 | PHM | 20K | $2.29M |
 | WDC | 18K | $3.06M |
 | GOOG | 17K | $5.33M |
 | T | 14K | $355.33K |
 | TKO | 13K | $2.77M |
 | WERN | 12K | $371.49K |
 | FAST | 12K | $475.06K |
 | TTWO | 11K | $2.89M |
Viking Holdings Ltd
VIK
Shares Held
81K
Value
$5.75M
Palantir Technologies Inc.
PLTR
Shares Held
50K
Value
$8.95M
Broadcom Inc.
AVGO
Shares Held
45K
Value
$15.55M
NVIDIA Corporation
NVDA
Shares Held
38K
Value
$7.10M
EchoStar Corporation
SATS
Shares Held
33K
Value
$3.59M
Berkshire Hathaway Inc.
BRK-B
Shares Held
32K
Value
$16.18M
Roblox Corporation
RBLX
Shares Held
29K
Value
$2.37M
AbbVie Inc.
ABBV
Shares Held
23K
Value
$5.19M
Dollar Tree, Inc.
DLTR
Shares Held
23K
Value
$2.79M
FS KKR Capital Corp.
FSK
Shares Held
22K
Value
$325.36K
Abbott Laboratories
ABT
Shares Held
21K
Value
$2.63M
Reddit, Inc.
RDDT
Shares Held
21K
Value
$4.74M
PulteGroup, Inc.
PHM
Shares Held
20K
Value
$2.29M
Western Digital Corporation
WDC
Shares Held
18K
Value
$3.06M
Alphabet Inc.
GOOG
Shares Held
17K
Value
$5.33M
AT&T Inc.
T
Shares Held
14K
Value
$355.33K
TKO Group Holdings, Inc.
TKO
Shares Held
13K
Value
$2.77M
Werner Enterprises, Inc.
WERN
Shares Held
12K
Value
$371.49K
Fastenal Company
FAST
Shares Held
12K
Value
$475.06K
Take-Two Interactive Software, Inc.
TTWO
Shares Held
11K
Value
$2.89M