Geode Capital Management Portfolio holdings
Geode Capital Management, founded in 2001 and based in Boston, Massachusetts, is a prominent institutional asset management firm known for its expertise in low-cost, systematic index investing. Originally established to manage internal index funds for Fidelity Investments, Geode became an independent entity while retaining a close relationship with Fidelity, focusing on passive investment strategies that track major market indices. The firm oversees hundreds of billions in assets, offering a range of mutual funds and separately managed accounts primarily for institutional clients, such as pension funds and endowments, with an emphasis on minimizing costs and maximizing efficiency. Geode’s disciplined, quantitative approach and avoidance of active management have made it a key player in the rise of index-based investing.
Top Buys
| 1 |
S&P Global
SPGI
|
$215M |
| 2 |
Charter Communications
CHTR
|
$205M |
| 3 |
Schlumberger
SLB
|
$81.7M |
| 4 |
IBM
IBM
|
$71.1M |
| 5 |
Newell Brands
NWL
|
$70M |
Top Sells
| 1 |
GE Aerospace
GE
|
$74.5M |
| 2 |
Microsoft
MSFT
|
$65M |
| 3 |
Exxon Mobil
XOM
|
$54.6M |
| 4 |
Waste Connections
WCN
|
$51.1M |
| 5 |
Lockheed Martin
LMT
|
$49.9M |
Sector Composition
| 1 | Healthcare | 14.47% |
| 2 | Technology | 14.13% |
| 3 | Financials | 13.83% |
| 4 | Industrials | 10.17% |
| 5 | Consumer Discretionary | 9.32% |
