SFM, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 33K | $7.14M |
 | NVDA | 21K | $3.97M |
 | MSFT | 20K | $10.22M |
 | GOOGL | 18K | $4.34M |
 | BRO | 9K | $863.82K |
 | AAPL | 9K | $2.30M |
 | GOOG | 9K | $2.11M |
 | V | 7K | $2.46M |
 | RSG | 7K | $1.52M |
 | BRK-B | 6K | $2.86M |
 | MA | 5K | $2.66M |
 | AJG | 5K | $1.41M |
 | SHW | 4K | $1.47M |
 | META | 4K | $2.97M |
 | HD | 4K | $1.56M |
 | SYK | 4K | $1.40M |
 | SPGI | 2K | $756.76K |
 | LIN | 2K | $737.90K |
 | NOW | 1K | $1.23M |
 | GE | 1K | $364.89K |
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$7.14M
NVIDIA Corporation
NVDA
Shares Held
21K
Value
$3.97M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$10.22M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$4.34M
Brown & Brown, Inc.
BRO
Shares Held
9K
Value
$863.82K
Apple Inc.
AAPL
Shares Held
9K
Value
$2.30M
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.11M
Visa Inc.
V
Shares Held
7K
Value
$2.46M
Republic Services, Inc.
RSG
Shares Held
7K
Value
$1.52M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.86M
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.66M
Arthur J. Gallagher & Co.
AJG
Shares Held
5K
Value
$1.41M
The Sherwin-Williams Company
SHW
Shares Held
4K
Value
$1.47M
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.97M
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.56M
Stryker Corporation
SYK
Shares Held
4K
Value
$1.40M
S&P Global Inc.
SPGI
Shares Held
2K
Value
$756.76K
Linde plc
LIN
Shares Held
2K
Value
$737.90K
ServiceNow, Inc.
NOW
Shares Held
1K
Value
$1.23M
GE Aerospace
GE
Shares Held
1K
Value
$364.89K