CODEX CAPITAL ASSET MANAGEMENT L.L.C.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 228K | $42.52M |
 | GE | 54K | $16.73M |
 | AMZN | 46K | $10.59M |
 | GEHC | 41K | $3.28M |
 | MSFT | 39K | $18.67M |
 | JPM | 38K | $12.16M |
 | GOOGL | 36K | $11.36M |
 | GOOG | 36K | $11.18M |
 | HON | 34K | $6.56M |
 | BSX | 33K | $3.18M |
 | BRK-B | 30K | $14.85M |
 | NOW | 27K | $4.07M |
 | META | 26K | $16.83M |
 | GEV | 21K | $13.86M |
 | AVGO | 20K | $6.99M |
 | LLY | 18K | $19.75M |
 | V | 18K | $6.27M |
 | MA | 14K | $8.05M |
 | TMO | 13K | $7.74M |
 | VRTX | 7K | $3.32M |
NVIDIA Corporation
NVDA
Shares Held
228K
Value
$42.52M
GE Aerospace
GE
Shares Held
54K
Value
$16.73M
Amazon.com, Inc.
AMZN
Shares Held
46K
Value
$10.59M
GE HealthCare Technologies Inc.
GEHC
Shares Held
41K
Value
$3.28M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$18.67M
JPMorgan Chase & Co.
JPM
Shares Held
38K
Value
$12.16M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$11.36M
Alphabet Inc.
GOOG
Shares Held
36K
Value
$11.18M
Honeywell International Inc.
HON
Shares Held
34K
Value
$6.56M
Boston Scientific Corporation
BSX
Shares Held
33K
Value
$3.18M
Berkshire Hathaway Inc.
BRK-B
Shares Held
30K
Value
$14.85M
ServiceNow, Inc.
NOW
Shares Held
27K
Value
$4.07M
Meta Platforms, Inc.
META
Shares Held
26K
Value
$16.83M
GE Vernova Inc.
GEV
Shares Held
21K
Value
$13.86M
Broadcom Inc.
AVGO
Shares Held
20K
Value
$6.99M
Eli Lilly and Company
LLY
Shares Held
18K
Value
$19.75M
Visa Inc.
V
Shares Held
18K
Value
$6.27M
Mastercard Incorporated
MA
Shares Held
14K
Value
$8.05M
Thermo Fisher Scientific Inc.
TMO
Shares Held
13K
Value
$7.74M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
7K
Value
$3.32M