PHRACTION MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMAT | 27K | $5.61M |
 | DD | 27K | $2.12M |
 | MARA | 25K | $456.50K |
 | SPGI | 23K | $11.28M |
 | LRCX | 23K | $3.02M |
 | FERG | 21K | $4.74M |
 | V | 18K | $6.08M |
 | BRK-B | 18K | $8.90M |
 | ALC | 16K | $1.18M |
 | CP | 15K | $1.14M |
 | ASML | 14K | $13.81M |
 | PEP | 13K | $1.89M |
 | SNPS | 13K | $6.37M |
 | CSGP | 13K | $1.06M |
 | UL | 12K | $727.96K |
 | BAC-PL | 10K | $13.22M |
 | TDY | 10K | $5.95M |
 | NVDA | 8K | $1.52M |
 | B | 7K | $234.31K |
 | UNP | 7K | $1.62M |
Applied Materials, Inc.
AMAT
Shares Held
27K
Value
$5.61M
DuPont de Nemours, Inc.
DD
Shares Held
27K
Value
$2.12M
Marathon Digital Holdings, Inc.
MARA
Shares Held
25K
Value
$456.50K
S&P Global Inc.
SPGI
Shares Held
23K
Value
$11.28M
Lam Research Corporation
LRCX
Shares Held
23K
Value
$3.02M
Ferguson plc
FERG
Shares Held
21K
Value
$4.74M
Visa Inc.
V
Shares Held
18K
Value
$6.08M
Berkshire Hathaway Inc.
BRK-B
Shares Held
18K
Value
$8.90M
Alcon Inc.
ALC
Shares Held
16K
Value
$1.18M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
15K
Value
$1.14M
ASML Holding N.V.
ASML
Shares Held
14K
Value
$13.81M
PepsiCo, Inc.
PEP
Shares Held
13K
Value
$1.89M
Synopsys, Inc.
SNPS
Shares Held
13K
Value
$6.37M
CoStar Group, Inc.
CSGP
Shares Held
13K
Value
$1.06M
Unilever PLC
UL
Shares Held
12K
Value
$727.96K
Bank of America Corporation
BAC-PL
Shares Held
10K
Value
$13.22M
Teledyne Technologies Incorporated
TDY
Shares Held
10K
Value
$5.95M
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.52M
Barrick Mining Corporation
B
Shares Held
7K
Value
$234.31K
Union Pacific Corporation
UNP
Shares Held
7K
Value
$1.62M