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Cookson Peirce & Co Inc

All holdings · as of Mar 31, 2026

303 positions

CompanyClassValueShares% of portfolio
Joby Aviation, Inc.$811.6K98,2520.0%
Marvell Technology, Inc.$806.9K8,1460.0%
KORN FERRY$804.0K12,7720.0%
RESMED INC$781.4K3,4810.0%
Axon Enterprise Inc$767.8K1,8080.0%
Applied Digital Corp$763.8K32,1740.0%
ISHARES TR$731.9K10,7720.0%
HCA Healthcare, Inc.$717.0K1,5150.0%
CATERPILLAR INC$714.8K1,0090.0%
FREEPORT-MCMORAN INC$701.0K11,9250.0%
Indivior Pharmaceuticals, Inc.$692.2K22,7110.0%
LOWES COMPANIES INC$682.2K2,8870.0%
Intuitive Machines, Inc.$679.7K36,6220.0%
CrowdStrike Holdings, Inc.$668.8K1,7130.0%
CHEVRON CORP$668.1K3,2290.0%
Otis Worldwide Corp$656.1K8,5120.0%
Uber Technologies, Inc$653.4K9,0840.0%
Booking Holdings Inc$652.6K1550.0%
Monster Beverage Corp$647.1K8,9310.0%
10x Genomics, Inc.$636.9K30,0000.0%
Phillips 66$608.4K3,3400.0%
ISHARES TR$599.7K6,1880.0%
GENERAL DYNAMICS CORP$584.2K1,7020.0%
A10 Networks, Inc.$578.0K25,0000.0%
BRISTOL MYERS SQUIBB CO$577.3K9,5190.0%
iShares MSCI UAE ETF$552.0K4,1660.0%
United Airlines Holdings Inc$551.0K5,9850.0%
CADENCE DESIGN SYSTEMS INC$545.2K1,9620.0%
Marathon Petroleum Corp$543.8K2,2270.0%
QUALCOMM INC/DE$540.8K4,2000.0%
Energy Transfer LPETMLP$495.1K25,6530.0%
RAYMOND JAMES FINANCIAL INC$493.6K3,4090.0%
ISHARES TR$480.3K4,2130.0%
Intuitive Surgical Inc$475.7K1,0320.0%
LATTICE SEMICONDUCTOR CORP$463.8K5,0000.0%
INVESCO EXCH TRADED FD TR II$450.7K7,5030.0%
ISHARES TR$448.6K7,9000.0%
TransDigm Group Inc.$447.4K3860.0%
Coterra Energy Inc.$440.7K12,5400.0%
Walmart Inc.$440.4K3,5440.0%
Medpace Holdings, Inc.$437.5K9110.0%
RENAISSANCERE HOLDINGS LTD$432.5K1,4550.0%
GENERAC HOLDINGS INC.$431.3K2,2080.0%
CIRRUS LOGIC, INC.$425.2K2,9400.0%
NEWS CORP$406.7K16,3120.0%
TopBuild Corp$406.5K1,1570.0%
Motorola Solutions, Inc.$405.8K9350.0%
Snap-on Inc$405.8K1,1170.0%
ISHARES TR$395.3K2,3410.0%
First Solar Inc$392.7K1,9910.0%
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