Institutions / Stansberry Asset Management, LLC

Stansberry Asset Management, LLC

CIK 1725910 · Institution · as of Dec 31, 2025
Portfolio value
$987.30M
Positions
145
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 145 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$51.14M163,3755.2%
Amazon.com Inc$31.47M136,3303.2%
Axis Capital Holdings Ltd$30.26M282,5473.1%
Markel Group Inc$26.86M12,4952.7%
iShares Tr$26.16M260,6142.6%
Visa Inc$25.96M74,0202.6%
Microsoft Corp$24.69M51,0552.5%
Crh Public Ltd Co$23.40M187,5222.4%
ELI LILLY & Co$23.03M21,4332.3%
CME Group Inc$22.39M82,0012.3%
Coca Cola Co$21.89M313,0722.2%
Vita Coco Company, Inc.$21.17M399,4112.1%
W. R. Berkley Corporation$21.12M301,1432.1%
Danaher Corp /De$18.92M82,6641.9%
Janus Detroit Str Tr$18.14M397,0541.8%
Aar Corp$16.02M193,4761.6%
Pricesmart Inc$15.85M129,2271.6%
MercadoLibre, Inc.$15.54M7,7131.6%
Shell PLC$15.33M208,6431.6%
Royal Gold Inc$14.99M67,4491.5%
Kenvue Inc.$14.94M866,0211.5%
Intercontinental Exchange, Inc.$14.78M91,2421.5%
iShares Tr$14.53M152,5721.5%
Triple Flag Precious Metal$14.50M436,4181.5%
Domino's Pizza Inc.$14.37M34,4771.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.