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LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Q3 2025 · 13F-HR

LOCKHEED MARTIN INVESTMENT MANAGEMENT COholdings as filed

Filed 2025-10-30 · accession 0001420506-25-002940

$2.72B
Reported value
115
Positions
2025-09-30
Period end
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The Brief · LOCKHEED MARTIN INVESTMENT MANAGEMENT CO · Q3 2025

AI · grounded in 13F

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO established a new position in VT worth $219.8M. The fund also initiated new stakes in AGG for $214M and VOO for $189.8M. Additional new positions include NVDA at $162.6M, MSFT at $136.1M, and AAPL at $125.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922042742VTVANGUARD INTL EQUITY INDEX F$219.8M8.09%1,595,000CommonSOLE
464287226AGGISHARES TR$214.0M7.88%2,135,000CommonSOLE
922908363VOOVANGUARD INDEX FDS$189.8M6.99%310,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$162.6M5.99%871,630CommonSOLE
594918104MSFTMICROSOFT CORP$136.1M5.01%262,690CommonSOLE
037833100AAPLAPPLE INC$125.6M4.62%493,180CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$80.9M2.98%256,450CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$74.9M2.76%1,250,000CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$72.9M2.68%660,000CommonSOLE
46434G103IEMGISHARES INC$66.6M2.45%1,010,000CommonSOLE
46432F842IEFAISHARES TR$64.7M2.38%741,000CommonSOLE
11135F101AVGOBROADCOM INC$63.0M2.32%191,100CommonSOLE
02079K305GOOGLALPHABET INC$54.0M1.99%222,100CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$53.5M1.97%720,000CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$49.7M1.83%177,900CommonSOLE
478160104JNJJOHNSON & JOHNSON$44.8M1.65%241,700CommonSOLE
023135106AMZNAMAZON COM INC$38.7M1.43%176,450CommonSOLE
931142103WMTWALMART INC$36.8M1.35%356,720CommonSOLE
88160R101TSLATESLA INC$35.8M1.32%80,500CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$34.0M1.25%274,630CommonSOLE
060505104BACBANK AMERICA CORP$32.5M1.20%629,610CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$31.3M1.15%550,000CommonSOLE
02209S103MOALTRIA GROUP INC$30.7M1.13%464,000CommonSOLE
30303M102METAMETA PLATFORMS INC$29.8M1.10%40,630CommonSOLE
742718109PGPROCTER AND GAMBLE CO$29.6M1.09%192,470CommonSOLE
36828A101GEVGE VERNOVA INC$29.4M1.08%47,800CommonSOLE
191216100KOCOCA COLA CO$28.9M1.07%436,345CommonSOLE
46429B267GOVTISHARES TR$28.9M1.06%1,250,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$25.9M0.96%590,100CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$22.4M0.82%421,800CommonSOLE
636274409NGGNATIONAL GRID PLC$20.5M0.76%282,100CommonSOLE
00206R102TAT&T INC$20.3M0.75%719,400CommonSOLE
003261104BCIABRDN ETFS$20.2M0.74%938,100CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$19.8M0.73%21,400CommonSOLE
437076102HDHOME DEPOT INC$16.6M0.61%41,030CommonSOLE
12572Q105CMECME GROUP INC$14.3M0.53%52,990CommonSOLE
842587107SOSOUTHERN CO$14.2M0.52%149,970CommonSOLE
949746101WMT2WELLS FARGO CO NEW$13.8M0.51%164,200CommonSOLE
75513E101RTXRTX CORPORATION$13.3M0.49%79,210CommonSOLE
30231G102XOMEXXON MOBIL CORP$13.2M0.48%116,700CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$13.1M0.48%580,000CommonSOLE
907818108UNPUNION PAC CORP$12.9M0.47%54,410CommonSOLE
45104G104IBNICICI BANK LIMITED$12.8M0.47%422,200CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.2M0.45%75,400CommonSOLE
58933Y105MRKMERCK & CO INC$11.9M0.44%141,300CommonSOLE
68389X105ORCLORACLE CORP$11.8M0.43%41,840CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$11.2M0.41%99,600CommonSOLE
882508104TXNTEXAS INSTRS INC$11.1M0.41%60,320CommonSOLE
66987V109NVSNOVARTIS AG$10.9M0.40%85,200CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$10.8M0.40%38,300CommonSOLE
17275R102CSCOCISCO SYS INC$10.7M0.39%156,110CommonSOLE
713448108PEPPEPSICO INC$10.6M0.39%75,750CommonSOLE
02079K107GOOGALPHABET INC$10.4M0.38%42,500CommonSOLE
464287101OEFISHARES TR$10.0M0.37%30,000CommonSOLE
717081103PFEPFIZER INC$10.0M0.37%391,100CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$10.0M0.37%74,660CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$9.8M0.36%100,000CommonSOLE
00287Y109ABBVABBVIE INC$9.3M0.34%40,310CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$9.2M0.34%26,570CommonSOLE
532457108LLYELI LILLY & CO$9.0M0.33%11,770CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$8.9M0.33%14,650CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$8.7M0.32%650,000CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$8.6M0.32%33,170CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.5M0.31%16,900CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$8.2M0.30%210,050CommonSOLE
58155Q103MCKMCKESSON CORP$8.1M0.30%10,500CommonSOLE
79466L302CRMSALESFORCE INC$7.4M0.27%31,050CommonSOLE
92826C839VVISA INC$7.2M0.27%21,200CommonSOLE
902973304USBUS BANCORP DEL$7.1M0.26%147,690CommonSOLE
166764100CVXCHEVRON CORP NEW$7.0M0.26%45,380CommonSOLE
464286509EWCISHARES INC$6.8M0.25%134,800CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.7M0.25%11,840CommonSOLE
64110L106NFLXNETFLIX INC$6.7M0.25%5,600CommonSOLE
00724F101ADBEADOBE INC$6.5M0.24%18,560CommonSOLE
571903202MARMARRIOTT INTL INC NEW$6.0M0.22%22,880CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$5.6M0.21%17,000CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.4M0.20%11,160CommonSOLE
235851102DHRDANAHER CORPORATION$5.0M0.19%25,340CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.8M0.18%48,710CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.2M0.15%21,820CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$4.2M0.15%53,580CommonSOLE
438516106HONHONEYWELL INTL INC$4.1M0.15%19,700CommonSOLE
06738E204BCSBARCLAYS PLC$4.1M0.15%196,700CommonSOLE
136069101CMCANADIAN IMPERIAL BANK OF CO$4.0M0.15%50,400CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$4.0M0.15%6,000CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.8M0.14%20,000CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$3.6M0.13%8,040CommonSOLE
22822V101CCICROWN CASTLE INC$3.5M0.13%36,120CommonSOLE
74340W103PLDPROLOGIS INC.$3.3M0.12%28,830CommonSOLE
743315103PGRPROGRESSIVE CORP$3.1M0.11%12,540CommonSOLE
94106L109WMWASTE MGMT INC DEL$3.1M0.11%14,000CommonSOLE
254687106DISDISNEY WALT CO$3.1M0.11%27,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.0M0.11%17,240CommonSOLE
088606108BHPBHP GROUP LTD$3.0M0.11%52,960CommonSOLE
20030N101CMCSACOMCAST CORP NEW$2.9M0.11%93,320CommonSOLE
767204100RIORIO TINTO PLC$2.8M0.10%43,150CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.7M0.10%16,780CommonSOLE
031162100AMGNAMGEN INC$2.6M0.10%9,300CommonSOLE
H1467J104CBCHUBB LIMITED$2.5M0.09%8,700CommonSOLE
651639106NEMNEWMONT CORP$2.4M0.09%28,200CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.2M0.08%29,180CommonSOLE
780259305SHELSHELL PLC$2.1M0.08%29,470CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$1.8M0.06%388,170CommonSOLE
670100205NVONOVO-NORDISK A S$1.6M0.06%27,950CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.5M0.06%19,200CommonSOLE
G54950103LINLINDE PLC$1.4M0.05%2,970CommonSOLE
05964H105SANBANCO SANTANDER S.A.$1.3M0.05%125,290CommonSOLE
406216101HALHALLIBURTON CO$1.3M0.05%52,150CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$1.3M0.05%80,400CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.3M0.05%36,990CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$1.2M0.04%70,230CommonSOLE
892331307TMTOYOTA MOTOR CORP$1.2M0.04%6,050CommonSOLE
N07059210ASMLASML HOLDING N V$919,6860.03%950CommonSOLE
803054204SAPSAP SE$913,8580.03%3,420CommonSOLE
770700102HOODROBINHOOD MKTS INC$744,5360.03%5,200CommonSOLE

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.