Van Leeuwen & Company, LLC 13F Holdings
CIK 0001769031
As of Mar 31, 2024, Van Leeuwen & Company, LLC reported 88 positions worth
CIK 0001769031
As of Mar 31, 2024, Van Leeuwen & Company, LLC reported 88 positions worth
97.3M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 21,593 | $9.1M | 4.60% |
| ALPHABET INC | GOOG | Equity | 50,628 | $7.7M | 3.91% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 16,741 | $7.0M | 3.57% |
| VISA INC-CLASS A SHARES | V | Financial Services | 24,377 | $6.8M | 3.45% |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 16,020 | $6.7M | 3.39% |
| ROSS STORES INC | ROST | Consumer Cyclical | 45,197 | $6.6M | 3.36% |
| HUBBELL INC | HUBB | Industrials | 15,465 | $6.4M | 3.25% |
| NVIDIA CORP | NVDA | Technology | 7,071 | $6.4M | 3.24% |
| APPLE INC | AAPL | Technology | 33,541 | $5.8M | 2.92% |
| ISHARES MSCI EAFE ETF | EFA | — | 63,024 | $5.0M | 2.55% |
| BROADCOM INC | AVGO | Technology | 3,582 | $4.7M | 2.41% |
| ELI LILLY & CO | LLY | Healthcare | 5,638 | $4.4M | 2.22% |
| QUALCOMM INC | QCOM | Technology | 25,504 | $4.3M | 2.19% |
| INGERSOLL RAND INC | IR | Industrials | 45,391 | $4.3M | 2.18% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 43,657 | $4.1M | 2.09% |
| META PLATFORMS INC | META | Communication Services | 7,594 | $3.7M | 1.87% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 21,238 | $3.6M | 1.82% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 34,560 | $3.5M | 1.78% |
| AMAZON.COM INC | AMZN | Equity | 18,160 | $3.3M | 1.66% |
| SPDR GOLD TRUST | GQ9 | — | 15,639 | $3.2M | 1.63% |
| ELEVANCE HEALTH INC | ELV | Healthcare | 6,182 | $3.2M | 1.62% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 50,601 | $2.9M | 1.49% |
| BRISTOL MYERS SQUIBB CO | BMY | Healthcare | 52,025 | $2.8M | 1.43% |
| WALT DISNEY CO | DIS | Communication Services | 20,295 | $2.5M | 1.26% |
| PACCAR INC | PCAR | Industrials | 19,872 | $2.5M | 1.25% |