CERCANO MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLDR | 60K | $7.31M |
 | SHW | 58K | $19.98M |
 | MCO | 57K | $27.33M |
 | DELL | 54K | $7.67M |
 | SPGI | 52K | $25.33M |
 | BA | 52K | $11.22M |
 | JPM | 49K | $15.57M |
 | GEV | 33K | $20.41M |
 | PWR | 33K | $13.70M |
 | DASH | 26K | $7.02M |
 | SLM | 20K | $553.60K |
 | MLM | 17K | $10.82M |
 | WMT | 14K | $1.41M |
 | AVGO | 13K | $4.25M |
 | GPOR | 11K | $1.98M |
 | NOC | 11K | $6.44M |
 | DOC | 10K | $200.14K |
 | T | 10K | $283.30K |
 | ISRG | 9K | $4.13M |
 | LRCX | 9K | $1.15M |
Builders FirstSource, Inc.
BLDR
Shares Held
60K
Value
$7.31M
The Sherwin-Williams Company
SHW
Shares Held
58K
Value
$19.98M
Moody's Corporation
MCO
Shares Held
57K
Value
$27.33M
Dell Technologies Inc.
DELL
Shares Held
54K
Value
$7.67M
S&P Global Inc.
SPGI
Shares Held
52K
Value
$25.33M
The Boeing Company
BA
Shares Held
52K
Value
$11.22M
JPMorgan Chase & Co.
JPM
Shares Held
49K
Value
$15.57M
GE Vernova Inc.
GEV
Shares Held
33K
Value
$20.41M
Quanta Services, Inc.
PWR
Shares Held
33K
Value
$13.70M
DoorDash, Inc.
DASH
Shares Held
26K
Value
$7.02M
SLM Corporation
SLM
Shares Held
20K
Value
$553.60K
Martin Marietta Materials, Inc.
MLM
Shares Held
17K
Value
$10.82M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.41M
Broadcom Inc.
AVGO
Shares Held
13K
Value
$4.25M
Gulfport Energy Corporation
GPOR
Shares Held
11K
Value
$1.98M
Northrop Grumman Corporation
NOC
Shares Held
11K
Value
$6.44M
Healthpeak Properties, Inc.
DOC
Shares Held
10K
Value
$200.14K
AT&T Inc.
T
Shares Held
10K
Value
$283.30K
Intuitive Surgical, Inc.
ISRG
Shares Held
9K
Value
$4.13M
Lam Research Corporation
LRCX
Shares Held
9K
Value
$1.15M