CODEX CAPITAL ASSET MANAGEMENT L.L.C.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 228K | $39.76M |
 | GE | 54K | $15.42M |
 | AMZN | 46K | $9.56M |
 | GEHC | 41K | $2.88M |
 | MSFT | 39K | $14.29M |
 | JPM | 38K | $11.05M |
 | GOOGL | 36K | $10.41M |
 | GOOG | 36K | $10.24M |
 | HON | 34K | $7.61M |
 | BRK-B | 31K | $14.71M |
 | BA | 27K | $5.27M |
 | META | 26K | $14.59M |
 | SHOP | 25K | $2.91M |
 | GEV | 21K | $18.51M |
 | AVGO | 21K | $6.50M |
 | ETN | 20K | $4.69M |
 | LLY | 18K | $16.91M |
 | V | 18K | $5.40M |
 | BSX | 17K | $1.04M |
 | MA | 14K | $7.03M |
NVIDIA Corporation
NVDA
Shares Held
228K
Value
$39.76M
GE Aerospace
GE
Shares Held
54K
Value
$15.42M
Amazon.com, Inc.
AMZN
Shares Held
46K
Value
$9.56M
GE HealthCare Technologies Inc.
GEHC
Shares Held
41K
Value
$2.88M
Microsoft Corporation
MSFT
Shares Held
39K
Value
$14.29M
JPMorgan Chase & Co.
JPM
Shares Held
38K
Value
$11.05M
Alphabet Inc.
GOOGL
Shares Held
36K
Value
$10.41M
Alphabet Inc.
GOOG
Shares Held
36K
Value
$10.24M
Honeywell International Inc.
HON
Shares Held
34K
Value
$7.61M
Berkshire Hathaway Inc.
BRK-B
Shares Held
31K
Value
$14.71M
The Boeing Company
BA
Shares Held
27K
Value
$5.27M
Meta Platforms, Inc.
META
Shares Held
26K
Value
$14.59M
Shopify Inc.
SHOP
Shares Held
25K
Value
$2.91M
GE Vernova Inc.
GEV
Shares Held
21K
Value
$18.51M
Broadcom Inc.
AVGO
Shares Held
21K
Value
$6.50M
Eaton Corporation plc
ETN
Shares Held
20K
Value
$4.69M
Eli Lilly and Company
LLY
Shares Held
18K
Value
$16.91M
Visa Inc.
V
Shares Held
18K
Value
$5.40M
Boston Scientific Corporation
BSX
Shares Held
17K
Value
$1.04M
Mastercard Incorporated
MA
Shares Held
14K
Value
$7.03M