Grantham, Mayo, Van Otterloo & Co. LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Grantham, Mayo, Van Otterloo & Co. LLC maintained a portfolio of 716 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 6.2%. Conversely, Grantham, Mayo, Van Otterloo & Co. LLC completely exited their position in AVIDXCHANGE HOLDINGS.
PCA Score Concentration Risk
Risk ENB
Total Positions
716
Quarter
2025 Q4
Top Holding
MSFT (6.5%)
Top 10 Concentration
42.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 716
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MSFT
MICROSOFT CORP
Technology 6.51% 7.24% #1
Prev: #1
4.6 308,087 6.2%
P
S
5,267,686 $2,547,558,538
$109.21 +332.1%
$482.52 -2.2%
2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 5.34% 4.81% #2
Prev: #2
2.1 -342,538 -4.9%
P
S
6,671,591 $2,088,208,168
$113.30 +178.0%
$312.78 +0.7%
2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 4.91% 4.71% #3
Prev: #3
4.0 635,655 28.0%
P
S
2,908,562 $1,919,913,654
$290.15 +124.0%
$659.53 -1.5%
2013 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 4.66% 4.40% #4
Prev: #4
3.9 584,276 9.5%
P
S
6,707,117 $1,823,397,090 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 4.09% 3.71% #5
Prev: #5
1.7 -489,931 -5.0%
P
S
9,344,080 $1,599,519,844 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 3.75% 3.56% #6
Prev: #6
3.5 273,944 4.0%
P
S
7,089,139 $1,467,097,661 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.75% 2.22% #7 11
Prev: #18
3.7 2,766,500 77.1%
P
S
6,353,413 $1,466,495,049 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TMO
THERMO FISHER S...
Healthcare 3.57% 2.93% #8 1
Prev: #9
3.5 270,200 12.6%
P
S
2,412,063 $1,397,670,581 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRM
SALESFORCE INC
Technology 2.78% 2.55% #9 3
Prev: #12
3.1 293,398 7.7%
P
S
4,104,033 $1,087,199,713 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 2.77% 2.62% #10
Prev: #10
3.1 325,982 11.6%
P
S
3,136,731 $1,085,622,841 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 2.72% 3.09% #11 3
Prev: #8
3.1 306,069 3.7%
P
S
8,482,553 $1,062,779,152 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL
Financial Services 2.51% 2.42% #12 1
Prev: #13
3.0 642,057 3.6%
P
S
18,401,004 $981,877,603 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 2.48% 2.33% #13 3
Prev: #16
3.0 267,415 8.0%
P
S
3,621,269 $971,586,698 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 2.38% 2.35% #14 1
Prev: #15
3.0 209,569 8.6%
P
S
2,649,557 $929,226,576 2008 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ELV
ELEVANCE HEALTH...
Healthcare 2.27% 2.30% #15 2
Prev: #17
2.9 7,640 0.3%
P
S
2,531,090 $887,274,059 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 2.25% 2.60% #16 5
Prev: #11
2.9 3,536 0.1%
P
S
2,670,159 $881,446,800 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TXN
TEXAS INSTRS IN...
Technology 2.17% 2.41% #17 3
Prev: #14
2.9 233,687 5.0%
P
S
4,887,820 $847,988,043 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 2.03% 1.51% #18 2
Prev: #20
2.8 38,666 5.5%
P
S
739,274 $794,483,895 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 1.85% 1.57% #19
Prev: #19
2.8 244,795 3.7%
P
S
6,870,145 $723,151,560 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HLT
HILTON WORLDWID...
Consumer Cyclical 1.72% 1.48% #20 4
Prev: #24
2.7 323,262 16.0%
P
S
2,340,013 $672,168,981 2006 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ISRG
INTUITIVE SURGI...
Healthcare 1.72% 1.44% #21 4
Prev: #25
2.7 46,251 4.1%
P
S
1,185,910 $671,652,906 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KLAC
KLA CORP
Technology 1.58% 1.33% #22 5
Prev: #27
2.7 70,156 16.0%
P
S
508,757 $618,181,818 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KO
COCA COLA CO
Consumer Defensive 1.57% 1.31% #23 6
Prev: #29
2.7 1,822,090 26.1%
P
S
8,808,478 $615,800,712 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TJX
TJX COS INC NEW
Consumer Cyclical 1.49% 1.49% #24 2
Prev: #22
2.6 146,304 4.0%
P
S
3,798,519 $583,490,686 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CI
THE CIGNA GROUP
Healthcare 1.38% 1.33% #25 3
Prev: #28
2.6 323,786 19.8%
P
S
1,958,134 $538,937,572 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #132)
0.3 -2,836,589 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNA
VERONA PHARMA P...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #133)
0.3 -264,115 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SAND
SANDSTORM GOLD ...
Unknown 0.00% 0.08%
Sold All 😨
(Was: #135)
0.3 -2,178,227 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SUN
SUNOCO LP/SUNOC...
PUT
PUT Option 0.00% 0.06%
Sold All 😨
(Was: #172)
0.3 -395,100 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WFG
WEST FRASER TIM...
Basic Materials 0.00% 0.05%
Sold All 😨
(Was: #179)
0.3 -264,974 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MEDP
MEDPACE HLDGS I...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #184)
0.3 -34,097 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VBTX
VERITEX HLDGS I...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #202)
0.3 -443,835 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
INFA
INFORMATICA INC
Unknown 0.00% 0.04%
Sold All 😨
(Was: #209)
0.3 -566,039 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PNFP
PINNACLE FINL P...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #218)
0.3 -131,456 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #238)
0.3 -365,741 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SM
SM ENERGY CO
Energy 0.00% 0.02%
Sold All 😨
(Was: #249)
0.3 -335,805 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.02%
Sold All 😨
(Was: #274)
0.3 -100,498 -100.0%
CLOSED
$— 2016 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VLTO
VERALTO CORP
Industrials 0.00% 0.02%
Sold All 😨
(Was: #280)
0.3 -52,921 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LBTYA
LIBERTY GLOBAL ...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #289)
0.3 -452,678 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #313)
0.3 -18,561 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #329)
0.3 -40,462 -100.0%
CLOSED
$— 2006 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNDK
SANDISK CORP
Technology 0.00% 0.01%
Sold All 😨
(Was: #348)
0.3 -24,603 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALGN
ALIGN TECHNOLOG...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #351)
0.3 -21,125 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EAF
GRAFTECH INTL L...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #358)
0.3 -189,518 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NOG
NORTHERN OIL & ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #360)
0.3 -95,697 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #367)
0.3 -66,400 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VET
VERMILION ENERG...
Energy 0.00% 0.01%
Sold All 😨
(Was: #368)
0.3 -279,901 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PM
PHILIP MORRIS I...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #370)
0.3 -13,305 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ORI
OLD REP INTL CO...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #381)
0.3 -42,793 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CTRA
COTERRA ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #403)
0.3 -62,535 -100.0%
CLOSED
$— 2006 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ITUB
ITAU UNIBANCO H...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #407)
0.3 -190,130 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DASH
DOORDASH INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #441)
0.3 -4,606 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #442)
0.3 -72,558 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RDDT
REDDIT INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #452)
0.3 -5,195 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
OMC
OMNICOM GROUP I...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #456)
0.3 -14,500 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CCL
CARNIVAL CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #471)
0.3 -38,887 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MIDD
MIDDLEBY CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #472)
0.3 -8,300 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CART
MAPLEBEAR INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #476)
0.3 -29,257 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCU
DOCUSIGN INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #481)
0.3 -14,483 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FTDR
FRONTDOOR INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #491)
0.3 -13,143 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ELP
COMPANHIA PARAN...
Utilities 0.00% 0.00%
Sold All 😨
(Was: #498)
0.3 -83,173 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VIRT
VIRTU FINL INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #509)
0.3 -18,724 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HHH
HOWARD HUGHES H...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #512)
0.3 -8,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HSII
HEIDRICK & STRU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #522)
0.3 -10,459 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PINC
PREMIER INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #535)
0.3 -16,353 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WHR
WHIRLPOOL CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #536)
0.3 -5,757 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #538)
0.3 -3,220 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNFI
UNITED NAT FOOD...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #540)
0.3 -10,946 -100.0%
CLOSED
$— 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IBCP
INDEPENDENT BK ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #541)
0.3 -13,122 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RYI
RYERSON HLDG CO...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #542)
0.3 -17,563 -100.0%
CLOSED
$— 2016 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #552)
0.3 -4,439 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEE
AMEREN CORP
Utilities 0.00% 0.00%
Sold All 😨
(Was: #557)
0.3 -3,007 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JD
JD.COM INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #560)
0.3 -8,384 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LOPE
GRAND CANYON ED...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #562)
0.3 -1,283 -100.0%
CLOSED
$— 2014 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HDB
HDFC BANK LTD
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #566)
0.3 -7,875 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABM
ABM INDS INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #567)
0.3 -5,741 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DAN
DANA INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #569)
0.3 -13,073 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ONB
OLD NATL BANCOR...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #570)
0.3 -11,806 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBP
FIRST BANCORP P...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #573)
0.3 -11,347 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBC
MASTERBRAND INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #579)
0.3 -17,938 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TILE
INTERFACE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #580)
0.3 -8,146 -100.0%
CLOSED
$— 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PK
PARK HOTELS & R...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #581)
0.3 -20,175 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNO
CNO FINL GROUP ...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #583)
0.3 -5,598 -100.0%
CLOSED
$— 2005 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZD
ZIFF DAVIS INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #584)
0.3 -5,576 -100.0%
CLOSED
$— 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FMNB
FARMERS NATIONA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #586)
0.3 -14,154 -100.0%
CLOSED
$— 2019 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PDM
PIEDMONT REALTY...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #587)
0.3 -22,589 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NWG
NATWEST GROUP P...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #593)
0.3 -10,388 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 716 holdings

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