PERFROMANCE WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IRM | 5K | $503.48K |
 | ROST | 5K | $716.33K |
 | SBUX | 4K | $356.42K |
 | XOM | 4K | $446.81K |
 | MO | 4K | $253.14K |
 | LLY | 4K | $2.87M |
 | NTRS | 4K | $498.69K |
 | QCOM | 4K | $615.53K |
 | CAT | 4K | $1.72M |
 | IDXX | 4K | $2.29M |
 | PANW | 4K | $727.53K |
 | RTX | 3K | $563.07K |
 | ULTA | 3K | $1.79M |
 | EW | 3K | $253.53K |
 | AMGN | 3K | $855.61K |
 | CBRE | 3K | $473.15K |
 | DVA | 3K | $398.61K |
 | MS | 3K | $472.75K |
 | ECL | 3K | $811.72K |
 | PGR | 3K | $712.45K |
Iron Mountain Incorporated
IRM
Shares Held
5K
Value
$503.48K
Ross Stores, Inc.
ROST
Shares Held
5K
Value
$716.33K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$356.42K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$446.81K
Altria Group, Inc.
MO
Shares Held
4K
Value
$253.14K
Eli Lilly and Company
LLY
Shares Held
4K
Value
$2.87M
Northern Trust Corporation
NTRS
Shares Held
4K
Value
$498.69K
QUALCOMM Incorporated
QCOM
Shares Held
4K
Value
$615.53K
Caterpillar Inc.
CAT
Shares Held
4K
Value
$1.72M
IDEXX Laboratories, Inc.
IDXX
Shares Held
4K
Value
$2.29M
Palo Alto Networks, Inc.
PANW
Shares Held
4K
Value
$727.53K
RTX Corporation
RTX
Shares Held
3K
Value
$563.07K
Ulta Beauty, Inc.
ULTA
Shares Held
3K
Value
$1.79M
Edwards Lifesciences Corporation
EW
Shares Held
3K
Value
$253.53K
Amgen Inc.
AMGN
Shares Held
3K
Value
$855.61K
CBRE Group, Inc.
CBRE
Shares Held
3K
Value
$473.15K
DaVita Inc.
DVA
Shares Held
3K
Value
$398.61K
Morgan Stanley
MS
Shares Held
3K
Value
$472.75K
Ecolab Inc.
ECL
Shares Held
3K
Value
$811.72K
The Progressive Corporation
PGR
Shares Held
3K
Value
$712.45K