Centre Asset Management, LLC

CIK 1532472 · View on SEC EDGAR ↗

Portfolio value
$389K
#9,268 of 9,443 by 13F value · top 98.1%
Positions
70
As of
March 31, 2025 Data as of Q1 2025

Portfolio value QoQ: -11.0% 13F does not disclose cash

Top 10 holdings weight
37.75%
Top 25 holdings weight
70.36%
Positions above 1%
37
Effective number of positions
37.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2025: 29.02% Est. buys $119,823 · sells $153,623

New positions
24
Increased
25
Decreased
21
Closed
10
On this page

Sector breakdown

Technology
22.3%
Healthcare
20.7%
Consumer Staples
7.5%
Communication Services
6.9%
Materials
6.3%
Consumer products
4.9%
Retail
4.5%
Industrials
3.9%
Consumer Discretionary
3.7%
Energy
2.8%
Financial Services
2.2%
Logistics & Transportation
2.1%
Telecommunication
1.9%
Utilities
1.8%
Financials
1.4%
Other/Unmapped
7.3%

Full portfolio 70 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $26,100 6.71% 117,497 $-5,335 Down ×1
MSFT Microsoft Corporation - Common Stock $20,213 5.20% 53,846 $866 Up ×1
NVDA NVIDIA Corporation - Common Stock $19,343 4.97% 178,472 $-9,030 Down ×1
AMZN Amazon.com, Inc. - Common Stock $14,182 3.65% 74,540 $-3,326 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $13,531 3.48% 87,087 Up ×1
PARA Banzai International, Inc. - Class A Common Stock $11,923 3.07% 996,892 $734 Down ×1
MDT Medtronic plc. Ordinary Shares $11,100 2.85% 123,520 $535 Down ×1
MO Altria Group, Inc. $10,426 2.68% 173,715 $700 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $10,326 2.66% 17,916 $-906 Down ×1
TSN Tyson Foods, Inc. Common Stock $9,658 2.48% 151,356 $350 Down ×1
PFE Pfizer, Inc. Common Stock $9,408 2.42% 371,257 $-1,137 Down ×1
AMGN Amgen Inc. - Common Stock $9,060 2.33% 29,082 Up ×1
IFF International Flavors & Fragrances, Inc. Common Stock $9,045 2.33% 116,546 $-1,501 Down ×1
MKC McCormick & Company, Incorporated Common Stock $8,895 2.29% 108,071 $-2,723 Down ×1
JAZZ Jazz Pharmaceuticals plc - Ordinary Shares $8,776 2.26% 70,692 $-559 Down ×1
X $8,758 2.25% 207,242 Up ×1
ADBE Adobe Inc. - Common Stock $8,727 2.24% 22,754 Up ×1
HAS Hasbro, Inc. - Common Stock $8,638 2.22% 140,472 $229 Down ×1
UPS United Parcel Service, Inc. Common Stock $8,360 2.15% 76,011 $-1,170 Up ×1
FMC FMC Corporation Common Stock $8,072 2.08% 191,320 $1,078 Up ×1
CL Colgate-Palmolive Company Common Stock $7,989 2.05% 85,258 $-26 Down ×1
CLX Clorox Company (The) Common Stock $7,816 2.01% 53,077 $-2,851 Down ×1
BIIB Biogen Inc. - Common Stock $7,785 2.00% 56,894 $-95 Up ×1
HXL Hexcel Corporation Common Stock $7,755 1.99% 141,614 $-99 Up ×1
REGN Regeneron Pharmaceuticals, Inc. - Common Stock $7,740 1.99% 12,203 Up ×1
MU Micron Technology, Inc. - Common Stock $7,720 1.99% 88,845 Up ×1
INCY Incyte Corporation - Common Stock $7,700 1.98% 127,167 $-1,704 Down ×1
BRKB $7,570 1.95% 14,213 Up ×1
GNRC Generac Holdlings Inc. Common Stock $7,247 1.86% 57,219 $-2,185 Down ×1
CF CF Industries Holdings, Inc. Common Stock $7,190 1.85% 91,997 Up ×1
TSLA Tesla, Inc. - Common Stock $5,586 1.44% 21,553 $-3,593 Down ×1
JPM JP Morgan Chase & Co. Common Stock $5,534 1.42% 22,560 Up ×1
LLY Eli Lilly and Company Common Stock $5,272 1.36% 6,383 $-36 Down ×1
MRK Merck & Company, Inc. Common Stock (new) $4,949 1.27% 55,132 Up ×1
V Visa Inc. $4,849 1.25% 13,837 Up ×1
AVGO Broadcom Inc. - Common Stock $4,795 1.23% 28,637 Up ×1
XOM Exxon Mobil Corporation Common Stock $4,072 1.05% 34,235 Up ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $3,838 0.99% 7,327 Up ×1
MA Mastercard Incorporated Common Stock $3,535 0.91% 6,450 Up ×1
COST Costco Wholesale Corporation - Common Stock $3,245 0.83% 3,431 Up ×1
JNJ Johnson & Johnson Common Stock $3,163 0.81% 19,073 $-8,502 Down ×1
PG Procter & Gamble Company (The) Common Stock $3,161 0.81% 18,547 Up ×1
NFLX Netflix, Inc. - Common Stock $3,110 0.80% 3,335 Up ×1
T AT&T Inc. $2,677 0.69% 94,646 $538 Up ×1
VZ Verizon Communications Inc. Common Stock $2,523 0.65% 55,625 $315 Up ×1
TMUS T-Mobile US, Inc. - Common Stock $2,012 0.52% 7,543 $359 Up ×1
WMB Williams Companies, Inc. (The) Common Stock $1,685 0.43% 28,195 $176 Up ×1
HCA HCA Healthcare, Inc. Common Stock $1,579 0.41% 4,570 $212 Up ×1
KMI Kinder Morgan, Inc. Common Stock $1,388 0.36% 48,645 $-9,630 Down ×1
OKE ONEOK, Inc. Common Stock $1,383 0.36% 13,934 $33 Up ×1
LNG Cheniere Energy, Inc. Common Stock $1,289 0.33% 5,570 $98 Up ×1
NEE NextEra Energy, Inc. Common Stock $1,109 0.29% 15,650 $39 Up ×1
TRGP Targa Resources, Inc. Common Stock $1,069 0.27% 5,333 $123 Up ×1
SO Southern Company (The) Common Stock $765 0.20% 8,317 $123 Up ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $721 0.19% 5,908 $105 Up ×1
CEG Constellation Energy Corporation - Common Stock When-Issued $478 0.12% 2,371 $-36 Up ×1
AEP American Electric Power Company, Inc. - Common Stock $440 0.11% 4,030 $97 Up ×1
SRE DBA Sempra Common Stock $356 0.09% 4,986 $-68 Up ×1
D Dominion Energy, Inc. Common Stock $350 0.09% 6,251 $24 Up ×1
EXC Exelon Corporation - Common Stock $349 0.09% 7,584 $72 Up ×1
PEG Public Service Enterprise Group Incorporated Common Stock $324 0.08% 3,933 $2 Up ×1
XEL Xcel Energy Inc. - Common Stock $299 0.08% 4,228 $22 Up ×1
ED Consolidated Edison, Inc. Common Stock $287 0.07% 2,597 $62 Up ×1
PCG Pacific Gas & Electric Co. Common Stock $286 0.07% 16,650 $-3 Up ×1
ETR Entergy Corporation Common Stock $268 0.07% 3,137 Up ×1
WEC WEC Energy Group, Inc. Common Stock $254 0.07% 2,330 Up ×1
AWK American Water Works Company, Inc. Common Stock $219 0.06% 1,483 Up ×1
DTE DTE Energy Company Common Stock $218 0.06% 1,580 Up ×1
PPL PPL Corporation Common Stock $207 0.05% 5,728 Up ×1
AEE Ameren Corporation Common Stock $202 0.05% 2,016 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
GOOG $13,531 87,087 3.48%
AMGN $9,060 29,082 2.33%
X $8,758 207,242 2.25%
ADBE $8,727 22,754 2.24%
REGN $7,740 12,203 1.99%
MU $7,720 88,845 1.99%
BRKB $7,570 14,213 1.95%
CF $7,190 91,997 1.85%
JPM $5,534 22,560 1.42%
MRK $4,949 55,132 1.27%
V $4,849 13,837 1.25%
AVGO $4,795 28,637 1.23%
XOM $4,072 34,235 1.05%
UNH $3,838 7,327 0.99%
MA $3,535 6,450 0.91%

Top movers (QoQ)

Security Action Shares Δ Value Δ
NVDA Trimmed -33K -$9K
JNJ Trimmed -62K -$9K
AAPL Trimmed -8K -$5K
TSLA Trimmed -1K -$4K
AMZN Trimmed -5K -$3K
CLX Trimmed -13K -$3K
MKC Trimmed -44K -$3K
GNRC Trimmed -4K -$2K
INCY Trimmed -9K -$2K
IFF Trimmed -8K -$2K

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
TLT March 31, 2025 421,331 $36,795
GOOGL March 31, 2025 93,823 $17,810 121.8%
PEP March 31, 2025 66,424 $10,100 -5.2%
EPAM March 31, 2025 37,454 $8,757 -35.1%
EL March 31, 2025 114,495 $8,585 48.8%
KMB March 31, 2025 64,167 $8,408 -23.2%
BDX March 31, 2025 36,945 $8,382 4.1%
BAX March 31, 2025 245,098 $7,147 -22.2%
TU March 31, 2025 512,207 $6,946 -29.6%
EIX March 31, 2025 2,656 $212 26.5%