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Clearbridge Investments, LLC

Q2 2025 Holdings

Filed 2025-08-12 | 761 holdings | $123.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Microsoft Corp(MSFT)COM594918104$5.9B11,909,7084.8%
Nvidia Corp(NVDA)COM67066G104$5.5B35,019,5084.5%
Meta Platforms Inc(META)CL A30303M102$4.1B5,534,7483.3%
Amazon.com Inc(AMZN)COM023135106$4.0B18,192,4163.2%
Apple Inc(AAPL)COM037833100$3.1B15,109,4642.5%
Broadcom Inc(AVGO)COM11135F101$3.0B11,001,5322.5%
Visa Inc(V)COM CL A92826C839$2.9B8,208,6972.4%
Netflix Inc(NFLX)COM64110L106$2.2B1,633,9211.8%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.6B9,259,8661.3%
JPMorgan Chase & Co(JPM)COM46625H100$1.5B5,305,3111.2%
Eaton Corp PLC(ETN)SHSG29183103$1.2B3,365,0181.0%
RTX Corp(RTX)COM75513E101$1.1B7,698,6730.9%
Linde PLC(LIN)SHSG54950103$1.1B2,334,3850.9%
UnitedHealth Group Inc(UNH)COM91324P102$1.1B3,462,8830.9%
Palo Alto Networks Inc(PANW)COM697435105$1.1B5,254,8880.9%
Travelers Cos Inc(TRV)COM89417E109$1.0B3,906,6770.8%
Asml Holding NV(ASML)N Y REGISTRY SHSN07059210$1.0B1,264,5130.8%
Exxon Mobil Corp(XOM)COM30231G102$1.0B9,395,6680.8%
Union Pacific Corp(UNP)COM907818108$980.5M4,261,4440.8%
WW Grainger Inc(GWW)COM384802104$945.6M909,0320.8%
Sempra(SRE)COM816851109$929.0M12,261,3440.8%
Sherwin-Williams Co(SHW)COM824348106$919.9M2,679,2380.7%
TE Connectivity Ltd.(TEL)ORD SHSG87052109$913.8M5,417,9370.7%
Intuit Inc(INTU)COM461202103$897.2M1,139,1520.7%
Intuitive Surgical Inc(ISRG)COM NEW46120E602$842.4M1,550,2700.7%
L3Harris Technologies Inc(LHX)COM502431109$836.8M3,336,1330.7%
Synopsys Inc(SNPS)COM871607107$832.5M1,623,8220.7%
Bank of America Corp(BAC)COM060505104$829.2M17,522,6760.7%
Johnson & Johnson(JNJ)COM478160104$822.7M5,385,6830.7%
Enbridge Inc(ENB)COM29250N105$811.5M17,905,5050.7%
American Tower Corp(AMT)COM03027X100$797.3M3,607,4090.6%
Tesla Inc(TSLA)COM88160R101$796.5M2,507,5160.6%
Williams Cos Inc(WMB)COM969457100$788.9M12,560,0230.6%
Salesforce Inc(CRM)COM79466L302$788.5M2,891,4970.6%
Walt Disney Company(DIS)COM254687106$781.1M6,298,6860.6%
Stryker Corp(SYK)COM863667101$762.5M1,927,3160.6%
Airbnb Inc(ABNB)COM CL A009066101$757.4M5,722,8230.6%
PayPal Holdings Inc(PYPL)COM70450Y103$737.9M9,929,1600.6%
Eli Lilly & Co(LLY)COM532457108$719.2M922,5930.6%
T-Mobile US Inc(TMUS)COM872590104$699.7M2,936,9000.6%
Comcast Corp(CMCSA)CL A20030N101$691.7M19,382,3590.6%
TJX Cos Inc(TJX)COM872540109$691.1M5,596,2420.6%
Freeport-McMoRan Inc(FCX)CL B35671D857$683.5M15,766,0650.6%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$680.2M1,527,8640.6%
Becton Dickinson & Co(BDX)COM075887109$657.8M3,818,8800.5%
Uber Technologies Inc(UBER)COM90353T100$650.8M6,974,8440.5%
Starbucks Corp(SBUX)COM855244109$633.6M6,914,6480.5%
Vulcan Materials Co(VMC)COM929160109$632.7M2,425,7540.5%
CVS Health Corp(CVS)COM126650100$629.7M9,129,2200.5%
Coca-Cola Co(KO)COM191216100$628.7M8,885,8190.5%
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