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Centre Asset Management, LLC

Q1 2025 · 13F-HR

Centre Asset Management, LLCholdings as filed

Filed 2025-04-01 · accession 0001532472-25-000002

$388,899
Reported value
70
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$26,1006.71%117,497CommonSOLE
594918104MSFTMicrosoft Corp$20,2135.20%53,846CommonSOLE
67066G104NVDANVIDIA Corp$19,3434.97%178,472CommonSOLE
023135106AMZNAmazon.com Inc$14,1823.65%74,540CommonSOLE
02079K107GOOGAlphabet Inc$13,5313.48%87,087CommonSOLE
92556H2060VVBParamount Global$11,9233.07%996,892CommonSOLE
G5960L103MDTMedtronic PLC$11,1002.85%123,520CommonSOLE
02209S103MOAltria Group Inc$10,4262.68%173,715CommonSOLE
30303M102METAMeta Platforms Inc$10,3262.66%17,916CommonSOLE
902494103TSNTyson Foods Inc$9,6582.48%151,356CommonSOLE
717081103PFEPfizer Inc$9,4082.42%371,257CommonSOLE
031162100AMGNAmgen Inc$9,0602.33%29,082CommonSOLE
459506101IFFInternational Flavors & Fragrances Inc$9,0452.33%116,546CommonSOLE
579780206MKCMcCormick & Company Inc$8,8952.29%108,071CommonSOLE
G50871105JAZZJazz Pharmaceuticals PLC$8,7762.26%70,692CommonSOLE
912909108USX1United States Steel Corp$8,7582.25%207,242CommonSOLE
00724F101ADBEAdobe Inc$8,7272.24%22,754CommonSOLE
418056107HASHasbro Inc$8,6382.22%140,472CommonSOLE
911312106UPSUnited Parcel Service Inc$8,3602.15%76,011CommonSOLE
302491303FMCFMC Corp$8,0722.08%191,320CommonSOLE
194162103CLColgate-Palmolive Co$7,9892.05%85,258CommonSOLE
189054109CLXClorox Co$7,8162.01%53,077CommonSOLE
09062X103BIIBBiogen Inc$7,7852.00%56,894CommonSOLE
428291108HXLHexcel Corp$7,7551.99%141,614CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$7,7401.99%12,203CommonSOLE
595112103MUMicron Technology Inc$7,7201.99%88,845CommonSOLE
45337C102INCYIncyte Corp$7,7001.98%127,167CommonSOLE
084670702BRK/BBerkshire Hathaway Inc$7,5701.95%14,213CommonSOLE
368736104GNRCGenerac Holdings Inc$7,2471.86%57,219CommonSOLE
125269100CFCF Industries Holdings Inc$7,1901.85%91,997CommonSOLE
88160R101TSLATesla Inc$5,5861.44%21,553CommonSOLE
46625H100JPMJPMorgan Chase & Co$5,5341.42%22,560CommonSOLE
532457108LLYEli Lilly and Co$5,2721.36%6,383CommonSOLE
58933Y105MRKMerck & Co Inc$4,9491.27%55,132CommonSOLE
92826C839VVisa Inc$4,8491.25%13,837CommonSOLE
11135F101AVGOBroadcom Inc$4,7951.23%28,637CommonSOLE
30231G102XOMExxon Mobil Corp$4,0721.05%34,235CommonSOLE
91324P102UNHUnitedHealth Group Inc$3,8380.99%7,327CommonSOLE
57636Q104MAMastercard Inc$3,5350.91%6,450CommonSOLE
22160K105COSTCostco Wholesale Corp$3,2450.83%3,431CommonSOLE
478160104JNJJohnson & Johnson$3,1630.81%19,073CommonSOLE
742718109PGProcter & Gamble Co$3,1610.81%18,547CommonSOLE
64110L106NFLXNetflix Inc$3,1100.80%3,335CommonSOLE
00206R102TAT&T Inc$2,6770.69%94,646CommonSOLE
92343V104VZVerizon Communications Inc$2,5230.65%55,625CommonSOLE
872590104TMUST-Mobile US Inc$2,0120.52%7,543CommonSOLE
969457100WMBWilliams Companies Inc$1,6850.43%28,195CommonSOLE
40412C101HCAHCA Healthcare Inc$1,5790.41%4,570CommonSOLE
49456B101KMIKinder Morgan Inc$1,3880.36%48,645CommonSOLE
682680103OKEONEOK Inc$1,3830.36%13,934CommonSOLE
16411R208LNGCheniere Energy Inc$1,2890.33%5,570CommonSOLE
65339F101NEENextera Energy Inc$1,1090.29%15,650CommonSOLE
87612G101TRGPTarga Resources Corp$1,0690.27%5,333CommonSOLE
842587107SOSouthern Co$7650.20%8,317CommonSOLE
26441C204DUKDuke Energy Corp$7210.19%5,908CommonSOLE
21037T109CEGConstellation Energy Corp$4780.12%2,371CommonSOLE
025537101AEPAmerican Electric Power Company Inc$4400.11%4,030CommonSOLE
816851109SRESempra$3560.09%4,986CommonSOLE
25746U109DDominion Energy Inc$3500.09%6,251CommonSOLE
30161N101EXCExelon Corp$3490.09%7,584CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$3240.08%3,933CommonSOLE
98389B100XELXcel Energy Inc$2990.08%4,228CommonSOLE
209115104EDConsolidated Edison Inc$2870.07%2,597CommonSOLE
69331C108PCGPG&E Corp$2860.07%16,650CommonSOLE
29364G103ETREntergy Corp$2680.07%3,137CommonSOLE
92939U106WECWEC Energy Group Inc$2540.07%2,330CommonSOLE
030420103AWKAmerican Water Works Company Inc$2190.06%1,483CommonSOLE
233331107DTEDTE Energy Co$2180.06%1,580CommonSOLE
69351T106PPLPPL Corp$2070.05%5,728CommonSOLE
023608102AEEAmeren Corp$2020.05%2,016CommonSOLE

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.