SFM, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 33K | $7.73M |
 | NVDA | 25K | $4.70M |
 | MSFT | 20K | $9.88M |
 | GOOGL | 18K | $5.59M |
 | AAPL | 10K | $2.58M |
 | GOOG | 9K | $2.72M |
 | V | 7K | $2.49M |
 | NOW | 7K | $1.06M |
 | BRO | 6K | $496.89K |
 | BRK-B | 6K | $2.92M |
 | RSG | 6K | $1.17M |
 | MA | 5K | $2.72M |
 | SHW | 4K | $1.38M |
 | META | 4K | $2.70M |
 | SYK | 4K | $1.40M |
 | AJG | 4K | $1.03M |
 | HD | 4K | $1.24M |
 | SPGI | 2K | $816.98K |
 | GE | 1K | $455.63K |
 | LIN | 1K | $627.39K |
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$7.73M
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.70M
Microsoft Corporation
MSFT
Shares Held
20K
Value
$9.88M
Alphabet Inc.
GOOGL
Shares Held
18K
Value
$5.59M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.58M
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.72M
Visa Inc.
V
Shares Held
7K
Value
$2.49M
ServiceNow, Inc.
NOW
Shares Held
7K
Value
$1.06M
Brown & Brown, Inc.
BRO
Shares Held
6K
Value
$496.89K
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.92M
Republic Services, Inc.
RSG
Shares Held
6K
Value
$1.17M
Mastercard Incorporated
MA
Shares Held
5K
Value
$2.72M
The Sherwin-Williams Company
SHW
Shares Held
4K
Value
$1.38M
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.70M
Stryker Corporation
SYK
Shares Held
4K
Value
$1.40M
Arthur J. Gallagher & Co.
AJG
Shares Held
4K
Value
$1.03M
The Home Depot, Inc.
HD
Shares Held
4K
Value
$1.24M
S&P Global Inc.
SPGI
Shares Held
2K
Value
$816.98K
GE Aerospace
GE
Shares Held
1K
Value
$455.63K
Linde plc
LIN
Shares Held
1K
Value
$627.39K