Van Leeuwen & Company, LLC 13F Holdings

CIK 0001769031

As of Mar 31, 2024, Van Leeuwen & Company, LLC reported 88 positions worth 97.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology21,593$9.1M4.60%
ALPHABET INCGOOGEquity50,628$7.7M3.91%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services16,741$7.0M3.57%
VISA INC-CLASS A SHARESVFinancial Services24,377$6.8M3.45%
VERTEX PHARMACEUTICALS INCVRTXHealthcare16,020$6.7M3.39%
ROSS STORES INCROSTConsumer Cyclical45,197$6.6M3.36%
HUBBELL INCHUBBIndustrials15,465$6.4M3.25%
NVIDIA CORPNVDATechnology7,071$6.4M3.24%
APPLE INCAAPLTechnology33,541$5.8M2.92%
ISHARES MSCI EAFE ETFEFA—63,024$5.0M2.55%
BROADCOM INCAVGOTechnology3,582$4.7M2.41%
ELI LILLY & COLLYHealthcare5,638$4.4M2.22%
QUALCOMM INCQCOMTechnology25,504$4.3M2.19%
INGERSOLL RAND INCIRIndustrials45,391$4.3M2.18%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETFXLEEquity43,657$4.1M2.09%
META PLATFORMS INCMETACommunication Services7,594$3.7M1.87%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—21,238$3.6M1.82%
TJX COMPANIES INCTJXConsumer Cyclical34,560$3.5M1.78%
AMAZON.COM INCAMZNEquity18,160$3.3M1.66%
SPDR GOLD TRUSTGQ9—15,639$3.2M1.63%
ELEVANCE HEALTH INCELVHealthcare6,182$3.2M1.62%
WELLS FARGO & COMPANYWFCFinancial Services50,601$2.9M1.49%
BRISTOL MYERS SQUIBB COBMYHealthcare52,025$2.8M1.43%
WALT DISNEY CODISCommunication Services20,295$2.5M1.26%
PACCAR INCPCARIndustrials19,872$2.5M1.25%