HoldingsChannel.com
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORP |
585,419,652 | +6,206,155 | $108,827,799 |
| NVDA | 585,419,652 | +6,206,155 | $108,827,799 |
| MICROSOFT CORP |
180,707,258 | +1,705,507 | $93,286,763 |
| MSFT | 180,707,258 | +1,705,507 | $93,286,763 |
| APPLE INC |
356,166,414 | +1,416,620 | $90,374,245 |
| AAPL | 356,166,414 | +1,416,620 | $90,374,245 |
| AMAZON.COM INC |
222,641,670 | +5,924,013 | $48,675,157 |
| AMZN | 222,641,670 | +5,924,013 | $48,675,157 |
| META PLATFORMS INC CLASS A |
51,928,316 | +353,107 | $37,988,400 |
| META | 51,928,316 | +353,107 | $37,988,400 |
| BROADCOM INC |
109,728,581 | +1,117,863 | $36,077,600 |
| AVGO | 109,728,581 | +1,117,863 | $36,077,600 |
| ALPHABET INC CL A |
143,526,361 | +1,911,077 | $34,776,588 |
| GOOGL | 143,526,361 | +1,911,077 | $34,776,588 |
| TESLA INC |
65,325,029 | +557,036 | $28,923,112 |
| TSLA | 65,325,029 | +557,036 | $28,923,112 |
| ALPHABET INC CL C |
108,236,788 | +476,755 | $26,236,659 |
| GOOG | 108,236,788 | +476,755 | $26,236,659 |
 BERKSHIRE HATHAWAY INC CL B |
$20,033,993 | ||
| BRK.B | 39,960,942 | +62,453 | $20,033,993 |
| JPMORGAN CHASE & CO |
61,281,705 | +152,434 | $19,258,440 |
| JPM | 61,281,705 | +152,434 | $19,258,440 |
| ELI LILLY & CO |
19,817,887 | +1,689,260 | $15,069,282 |
| LLY | 19,817,887 | +1,689,260 | $15,069,282 |
| VISA INC CLASS A SHARES (V) |
43,653,590 | +556,788 | $14,865,819 |
| V | 43,653,590 | +556,788 | $14,865,819 |
| NETFLIX INC |
10,039,994 | +113,261 | $11,991,261 |
| NFLX | 10,039,994 | +113,261 | $11,991,261 |
| MASTERCARD INC A |
20,337,236 | +576,684 | $11,531,043 |
| MA | 20,337,236 | +576,684 | $11,531,043 |
| EXXON MOBIL CORP |
96,154,265 | -153,666 | $10,792,628 |
| XOM | 96,154,265 | -153,666 | $10,792,628 |
| JOHNSON & JOHNSON |
56,215,455 | -4,394,021 | $10,388,361 |
| JNJ | 56,215,455 | -4,394,021 | $10,388,361 |
| ORACLE CORP |
37,069,570 | +746,493 | $10,384,456 |
| ORCL | 37,069,570 | +746,493 | $10,384,456 |
| WALMART INC |
96,493,315 | +1,935,783 | $9,905,244 |
| WMT | 96,493,315 | +1,935,783 | $9,905,244 |
| PALANTIR TECHNOLOGIES INC A |
53,395,218 | +3,690,348 | $9,702,612 |
| PLTR | 53,395,218 | +3,690,348 | $9,702,612 |
| COSTCO WHOLESALE CORP |
10,361,829 | +86,773 | $9,555,724 |
| COST | 10,361,829 | +86,773 | $9,555,724 |
| HOME DEPOT INC |
23,412,989 | +434,180 | $9,457,217 |
| HD | 23,412,989 | +434,180 | $9,457,217 |
| ABBVIE INC |
40,439,493 | +1,261,142 | $9,333,681 |
| ABBV | 40,439,493 | +1,261,142 | $9,333,681 |
| PROCTER & GAMBLE CO THE |
60,673,326 | +1,257,393 | $9,301,589 |
| PG | 60,673,326 | +1,257,393 | $9,301,589 |
| BANK OF AMERICA CORP |
154,735,883 | +6,559,128 | $7,952,759 |
| BAC | 154,735,883 | +6,559,128 | $7,952,759 |
| UNITEDHEALTH GROUP INC |
21,786,025 | +473,843 | $7,500,549 |
| UNH | 21,786,025 | +473,843 | $7,500,549 |
| GENERAL ELECTRIC |
24,462,062 | +348,095 | $7,333,978 |
| GE | 24,462,062 | +348,095 | $7,333,978 |
| CISCO SYSTEMS INC |
101,018,304 | +1,765,909 | $6,892,178 |
| CSCO | 101,018,304 | +1,765,909 | $6,892,178 |
| CHEVRON CORP |
43,478,121 | +6,638,191 | $6,722,438 |
| CVX | 43,478,121 | +6,638,191 | $6,722,438 |
| INTL BUSINESS MACHINES CORP |
22,269,014 | +332,779 | $6,265,072 |
| IBM | 22,269,014 | +332,779 | $6,265,072 |
| PHILIP MORRIS INTERNATIONAL |
37,924,853 | +743,746 | $6,149,444 |
| PM | 37,924,853 | +743,746 | $6,149,444 |
| WELLS FARGO & CO |
73,602,323 | -59,678 | $6,141,271 |
| WFC | 73,602,323 | -59,678 | $6,141,271 |
| ADVANCED MICRO DEVICES |
37,297,320 | +606,635 | $6,006,428 |
| AMD | 37,297,320 | +606,635 | $6,006,428 |
| COCA COLA CO THE |
89,550,656 | +649,061 | $5,919,598 |
| KO | 89,550,656 | +649,061 | $5,919,598 |
| LINDE PLC |
11,317,066 | +56,240 | $5,351,897 |
| LIN | 11,317,066 | +56,240 | $5,351,897 |
| GOLDMAN SACHS GROUP INC |
6,681,455 | +13,499 | $5,306,919 |
| GS | 6,681,455 | +13,499 | $5,306,919 |
| MCDONALD S CORP |
16,962,429 | +134,009 | $5,141,031 |
| MCD | 16,962,429 | +134,009 | $5,141,031 |
| ABBOTT LABORATORIES |
38,541,894 | +248,827 | $5,138,230 |
| ABT | 38,541,894 | +248,827 | $5,138,230 |
| CATERPILLAR INC |
10,515,658 | +48,634 | $5,009,500 |
| CAT | 10,515,658 | +48,634 | $5,009,500 |
| MERCK & CO. INC. |
59,798,874 | +846,193 | $5,005,979 |
| MRK | 59,798,874 | +846,193 | $5,005,979 |
| SALESFORCE INC |
20,991,211 | +117,311 | $4,955,810 |
| CRM | 20,991,211 | +117,311 | $4,955,810 |
| RTX CORP |
29,642,811 | +512,500 | $4,943,569 |
| RTX | 29,642,811 | +512,500 | $4,943,569 |
| AT&T INC |
173,972,235 | +1,932,363 | $4,897,104 |
| T | 173,972,235 | +1,932,363 | $4,897,104 |
| APPLOVIN CORP CLASS A |
6,718,998 | +3,386,990 | $4,813,817 |
| APP | 6,718,998 | +3,386,990 | $4,813,817 |
| PEPSICO INC |
33,257,001 | +581,509 | $4,658,553 |
| PEP | 33,257,001 | +581,509 | $4,658,553 |
| BOOKING HOLDINGS INC |
858,177 | +3,339 | $4,623,059 |
| BKNG | 858,177 | +3,339 | $4,623,059 |
| UBER TECHNOLOGIES INC |
46,333,607 | +474,471 | $4,519,232 |
| UBER | 46,333,607 | +474,471 | $4,519,232 |
| LAM RESEARCH CORP |
33,620,755 | -181,981 | $4,488,946 |
| LRCX | 33,620,755 | -181,981 | $4,488,946 |
| WALT DISNEY CO THE |
39,226,716 | -765,515 | $4,470,252 |
| DIS | 39,226,716 | -765,515 | $4,470,252 |
| VERIZON COMMUNICATIONS INC |
101,764,815 | +1,438,023 | $4,457,894 |
| VZ | 101,764,815 | +1,438,023 | $4,457,894 |
See Full List: All Stocks Held By Geode Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Geode Capital Management LLC
|
Size ($ in 1000's)
At 09/30/2025: $1,567,691,559 At 06/30/2025: $1,426,670,229 Combined Holding Report Includes:
Geode Capital Management LLC AUM history Geode Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Geode Capital Management LLC 13F filings. Link to 13F filings: SEC filings |
