Institutional manager
Freestone Grove Partners LP
Holds positions in 236 of the S&P 500, worth $6.74bn as reported for the quarter ended 31-mar-2026.
Positions held236of 488 index companies covered
Reported value$6.74bnS&P 500 positions only
Top ten weight16%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 236 held. The rest are smaller than every one of these.
Johnson & JohnsonJNJ554,373$136mHealth CareCitigroupC1.2m$134mFinancialsDatadogDDOG1.1m$128mInformation TechnologyIntuitive SurgicalISRG236,782$109mHealth CareXcel EnergyXEL1.3m$103mUtilitiesMondelez InternationalMDLZ1.8m$103mConsumer StaplesWeyerhaeuserWY4.1m$101mReal EstateW. W. GraingerGWW92,541$101mIndustrialsKKR & Co.KKR1.1m$99mFinancialsAmerican International GroupAIG1.3m$96mFinancialsRTX CorporationRTX472,012$91mIndustrialsPhillips 66PSX498,027$91mEnergyMcDonald'sMCD290,178$90mConsumer DiscretionaryVulcan Materials CompanyVMC327,809$89mMaterialsU.S. BancorpUSB1.7m$86mFinancialsMastercardMA172,536$86mFinancialsDeere & CompanyDE152,276$86mIndustrialsServiceNowNOW801,689$84mInformation TechnologyWilliams CompaniesWMB1.1m$82mEnergyF5, Inc.FFIV283,480$82mInformation TechnologyRoss StoresROST363,898$79mConsumer DiscretionaryBank of AmericaBAC1.6m$78mFinancialsGoldman SachsGS92,007$78mFinancialsKeyCorpKEY3.9m$77mFinancialsMicrosoftMSFT208,305$77mInformation TechnologyCadence Design SystemsCDNS269,954$75mInformation TechnologyOccidental PetroleumOXY1.1m$75mEnergyAmazonAMZN356,730$74mConsumer DiscretionaryJabilJBL275,668$73mInformation TechnologyAltriaMO1.1m$71mConsumer StaplesCardinal HealthCAH329,210$70mHealth CareCaterpillar Inc.CAT91,164$65mIndustrialsDanaher CorporationDHR338,698$64mHealth CareCharles Schwab CorporationSCHW680,818$64mFinancialsAmetekAME285,435$61mIndustrialsEvergyEVRG740,962$61mUtilitiesElevance HealthELV207,223$61mHealth CareGeneral MotorsGM782,416$58mConsumer DiscretionaryAlexandria Real Estate EquitiesARE1.2m$57mReal EstateSempraSRE576,205$56mUtilitiesCVS HealthCVS777,702$56mHealth CareDTE EnergyDTE380,183$56mUtilitiesCitizens Financial GroupCFG914,358$55mFinancialsCenterPoint EnergyCNP1.3m$55mUtilitiesAgilent TechnologiesA474,435$54mHealth CareRalph Lauren CorporationRL156,071$54mConsumer DiscretionaryCienaCIEN133,267$52mInformation TechnologyEchoStarECHO441,418$52mCommunication ServicesCostcoCOST51,481$51mConsumer StaplesNasdaq, Inc.NDAQ600,547$51mFinancialsIdexx LaboratoriesIDXX90,516$51mHealth CareFranklin ResourcesBEN2.1m$51mFinancialsStanley Black & DeckerSWK708,037$50mIndustrialsTravelers Companies (The)TRV170,107$50mFinancialsPrologisPLD370,508$49mReal EstateUnitedHealth GroupUNH180,911$49mHealth CareBaker HughesBKR798,207$49mEnergyDaVitaDVA315,157$48mHealth CareAmerican Water WorksAWK352,134$48mUtilitiesInsulet CorporationPODD226,560$48mHealth Care
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.