MondegarAI
Park State Asset Management

Q4 2024 · 13F-HR

Park State Asset Managementholdings as filed

Filed 2025-02-13 · accession 0001085146-25-001253

$177.9M
Reported value
21
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$19.0M10.7%86,499CommonSOLE
037833100AAPLAPPLE INC$17.7M9.93%70,547CommonSOLE
02079K107GOOGALPHABET INC$16.4M9.21%85,996CommonSOLE
92826C839VVISA INC$13.9M7.79%43,865CommonSOLE
00724F101ADBEADOBE INC$11.8M6.61%26,457CommonSOLE
217204106CPRTCOPART INC$11.4M6.42%198,987CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.0M6.21%12,053CommonSOLE
872540109TJXTJX COS INC NEW$10.8M6.06%89,148CommonSOLE
615369105MCOMOODYS CORP$10.5M5.90%22,166CommonSOLE
N3167Y103RACEFERRARI N V$9.0M5.07%21,215CommonSOLE
89531P105TREXTREX CO INC$8.2M4.59%118,247CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.1M4.57%16,059CommonSOLE
N82405106STLASTELLANTIS N.V$6.6M3.69%503,098CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$6.4M3.61%35,055CommonSOLE
235851102DHRDANAHER CORPORATION$5.9M3.33%25,797CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$5.4M3.02%25,798CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.3M1.30%4,377CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.1M1.18%7,168CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.57%5,400CommonSOLE
62944T105NVRNVR INC$252,4090.14%31CommonSOLE
743315103PGRPROGRESSIVE CORP$215,8430.12%901CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.