CODEX CAPITAL ASSET MANAGEMENT L.L.C.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 250K | $46.65M |
 | GE | 54K | $16.18M |
 | AMZN | 48K | $10.47M |
 | GEHC | 41K | $3.09M |
 | MSFT | 39K | $20.20M |
 | GOOG | 38K | $9.25M |
 | GOOGL | 37K | $8.97M |
 | JPM | 34K | $10.75M |
 | HON | 34K | $7.16M |
 | META | 28K | $20.27M |
 | GEV | 23K | $14.36M |
 | AVGO | 21K | $6.93M |
 | BRK-B | 18K | $8.81M |
 | V | 17K | $5.87M |
 | LLY | 17K | $12.97M |
 | MA | 14K | $8.01M |
 | TMO | 13K | $6.24M |
 | NXPI | 11K | $2.39M |
 | ROP | 10K | $4.83M |
 | VRTX | 7K | $2.84M |
NVIDIA Corporation
NVDA
Shares Held
250K
Value
$46.65M
GE Aerospace
GE
Shares Held
54K
Value
$16.18M
Amazon.com, Inc.
AMZN
Shares Held
48K
Value
$10.47M
GE HealthCare Technologies Inc.
GEHC
Shares Held
41K
Value
$3.09M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$20.20M
Alphabet Inc.
GOOG
Shares Held
38K
Value
$9.25M
Alphabet Inc.
GOOGL
Shares Held
37K
Value
$8.97M
JPMorgan Chase & Co.
JPM
Shares Held
34K
Value
$10.75M
Honeywell International Inc.
HON
Shares Held
34K
Value
$7.16M
Meta Platforms, Inc.
META
Shares Held
28K
Value
$20.27M
GE Vernova Inc.
GEV
Shares Held
23K
Value
$14.36M
Broadcom Inc.
AVGO
Shares Held
21K
Value
$6.93M
Berkshire Hathaway Inc.
BRK-B
Shares Held
18K
Value
$8.81M
Visa Inc.
V
Shares Held
17K
Value
$5.87M
Eli Lilly and Company
LLY
Shares Held
17K
Value
$12.97M
Mastercard Incorporated
MA
Shares Held
14K
Value
$8.01M
Thermo Fisher Scientific Inc.
TMO
Shares Held
13K
Value
$6.24M
NXP Semiconductors N.V.
NXPI
Shares Held
11K
Value
$2.39M
Roper Technologies, Inc.
ROP
Shares Held
10K
Value
$4.83M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
7K
Value
$2.84M