Goldman Sachs Portfolio holdings
Goldman Sachs, founded in 1869 by Marcus Goldman and later joined by Samuel Sachs, is a premier global investment bank headquartered in New York City, renowned for its influential role in financial markets. The firm provides a wide range of services, including investment banking (mergers, acquisitions, and underwriting), securities trading, asset management, and consumer banking through its Marcus platform, catering to corporations, governments, institutions, and high-net-worth individuals. Known for its elite status on Wall Street, Goldman Sachs has a history of navigating major economic events, from the Great Depression to the 2008 financial crisis, where it played a controversial yet pivotal role. With a strong emphasis on innovation and a global footprint, it manages billions in assets and remains a powerhouse in shaping economic policy and market trends.
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$1.21B |
| 2 |
Apple
AAPL
|
+$1.14B |
| 3 |
Broadcom
AVGO
|
+$923M |
| 4 |
UnitedHealth
UNH
|
+$834M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$600M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.25B |
| 3 |
Royal Bank of Canada
RY
|
+$1.12B |
| 4 |
TC Energy
TRP
|
+$1.09B |
| 5 |
Amazon
AMZN
|
+$1.04B |
Sector Composition
| 1 | Technology | 23.69% |
| 2 | Financials | 10.57% |
| 3 | Consumer Discretionary | 8.71% |
| 4 | Healthcare | 8.14% |
| 5 | Communication Services | 6.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Schwab US Large-Cap Value ETF
SCHV
$13.5B
| $21M | ﹤0.01% |
807,405
+795,567
| +6,720% | +$20.7M |
|
1752
HUB Group
HUBG
$2.2B
| $21M | ﹤0.01% |
471,473
+160,790
| +52% | +$7.16M |
|
1753
Palomar
PLMR
$3.13B
| $21M | ﹤0.01% |
198,850
+40,903
| +26% | +$4.32M |
|
1754
Greif
GEF
$3.59B
| $21M | ﹤0.01% |
342,934
-33,650
| -9% | -$2.06M |
|
1755
Minerals Technologies
MTX
$1.99B
| $20.9M | ﹤0.01% |
274,886
-72,296
| -21% | -$5.51M |
|
1756
Lemonade
LMND
$3.88B
| $20.9M | ﹤0.01% |
570,533
+134,604
| +31% | +$4.94M |
|
1757
Robert Half
RHI
$3.61B
| $20.9M | ﹤0.01% |
296,836
-124,394
| -30% | -$8.76M |
|
1758
iShares US Consumer Staples ETF
IYK
$1.33B
| $20.9M | ﹤0.01% |
318,097
+34,849
| +12% | +$2.29M |
|
|
OS
1759
OneStream, Inc. Class A Common Stock
OS
$3.54B
| $20.9M | ﹤0.01% |
731,117
+181,668
| +33% | +$5.18M |
|
1760
Pennant Group
PNTG
$884M
| $20.8M | ﹤0.01% |
784,835
+62,625
| +9% | +$1.66M |
|
|
CLDT
1761
Chatham Lodging
CLDT
$348M
| $20.8M | ﹤0.01% |
2,325,522
-40,191
| -2% | -$360K |
|
1762
Telefonica
TEF
$30.3B
| $20.8M | ﹤0.01% |
5,177,375
-81,208
| -2% | -$326K |
|
1763
Progress Software
PRGS
$1.81B
| $20.8M | ﹤0.01% |
319,428
-52,511
| -14% | -$3.42M |
|
1764
Lennar Class B
LEN.B
$34B
| $20.8M | ﹤0.01% |
165,493
+1,263
| +0.8% | +$159K |
|
1765
StoneX
SNEX
$5.04B
| $20.8M | ﹤0.01% |
317,844
+48,583
| +18% | +$3.17M |
|
1766
Zeta Global
ZETA
$4.84B
| $20.7M | ﹤0.01% |
1,153,110
+469,921
| +69% | +$8.45M |
|
1767
Herbalife
HLF
$986M
| $20.7M | ﹤0.01% |
3,099,503
+2,443,711
| +373% | +$16.3M |
|
1768
Affiliated Managers Group
AMG
$6.71B
| $20.7M | ﹤0.01% |
111,925
-23,730
| -17% | -$4.39M |
|
1769
CorVel
CRVL
$4.39B
| $20.7M | ﹤0.01% |
185,943
+49,722
| +37% | +$5.53M |
|
1770
Levi Strauss
LEVI
$8.67B
| $20.6M | ﹤0.01% |
1,192,742
-412,202
| -26% | -$7.13M |
|
1771
Global Partners
GLP
$1.77B
| $20.6M | ﹤0.01% |
442,162
+185,050
| +72% | +$8.61M |
|
1772
TFI International
TFII
$7.77B
| $20.6M | ﹤0.01% |
152,358
+28,883
| +23% | +$3.9M |
|
|
UNIT
1773
Uniti Group
UNIT
$1.71B
| $20.5M | ﹤0.01% |
3,726,688
-286,742
| -7% | -$1.58M |
|
1774
Stewart Information Services
STC
$2.09B
| $20.4M | ﹤0.01% |
302,558
+159,524
| +112% | +$10.8M |
|
1775
Cleveland-Cliffs
CLF
$5.78B
| $20.4M | ﹤0.01% |
2,169,834
+1,032,610
| +91% | +$9.71M |
|