Centre Asset Management, LLC

data from 31/03/2025

Capitalization

$ 388.899 M

-10.99%

Performance

$ 824.072 M

14,538.24%

Average holding period

11 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Centre Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/03/31 AAPL Apple Inc 6.71% 26.100 M $ 117497 2019/12/31 -3.551 M $ -11.30 %
2025/03/31 MSFT Microsoft Corp 5.20% 20.213 M $ 53846 2010/12/31 -2.116 M $ -10.94 %
2025/03/31 NVDA NVIDIA Corp 4.97% 19.343 M $ 178472 2022/03/31 -5.474 M $ -19.29 %
2025/03/31 AMZN Amazon.com Inc 3.65% 14.182 M $ 74540 2011/06/30 -2.325 M $ -13.28 %
2025/03/31 GOOG Alphabet Inc 3.48% 13.531 M $ 87087 2025/03/31 0.000 $ 0.00 %
2025/03/31 PARA Paramount Global 3.07% 11.923 M $ 996892 2024/06/30 1.605 M $ 14.34 %
2025/03/31 MDT Medtronic PLC 2.85% 11.100 M $ 123520 2022/09/30 1.320 M $ 12.49 %
2025/03/31 MO Altria Group Inc 2.68% 10.426 M $ 173715 2022/06/30 1.438 M $ 14.78 %
2025/03/31 META Meta Platforms Inc 2.66% 10.326 M $ 17916 2013/12/31 -175.524 K $ -1.56 %
2025/03/31 TSN Tyson Foods Inc 2.48% 9.658 M $ 151356 2024/06/30 1.032 M $ 11.09 %
2025/03/31 PFE Pfizer Inc 2.42% 9.408 M $ 371257 2024/09/30 -473.013 K $ -4.49 %
2025/03/31 AMGN Amgen Inc 2.33% 9.060 M $ 29082 2025/03/31 0.000 $ 0.00 %
2025/03/31 IFF International Flavors & Fragrances Inc 2.33% 9.045 M $ 116546 2024/03/31 -865.619 K $ -8.21 %
2025/03/31 MKC McCormick & Company Inc 2.29% 8.895 M $ 108071 2024/03/31 924.958 K $ 7.96 %
2025/03/31 JAZZ Jazz Pharmaceuticals PLC 2.26% 8.776 M $ 70692 2024/12/31 75.803 K $ 0.81 %
2025/03/31 X United States Steel Corp 2.25% 8.758 M $ 207242 2025/03/31 0.000 $ 0.00 %
2025/03/31 ADBE Adobe Inc 2.24% 8.727 M $ 22754 2025/03/31 0.000 $ 0.00 %
2025/03/31 HAS Hasbro Inc 2.22% 8.638 M $ 140472 2023/12/31 839.237 K $ 9.98 %
2025/03/31 UPS United Parcel Service Inc 2.15% 8.360 M $ 76011 2024/12/31 -1.217 M $ -12.77 %
2025/03/31 FMC FMC Corp 2.08% 8.072 M $ 191320 2024/09/30 -923.754 K $ -13.21 %
2025/03/31 CL Colgate-Palmolive Co 2.05% 7.989 M $ 85258 2023/12/31 245.980 K $ 3.07 %
2025/03/31 CLX Clorox Co 2.01% 7.816 M $ 53077 2023/03/31 -995.739 K $ -9.33 %
2025/03/31 BIIB Biogen Inc 2.00% 7.785 M $ 56894 2024/09/30 -828.602 K $ -10.52 %
2025/03/31 HXL Hexcel Corp 1.99% 7.755 M $ 141614 2024/12/31 -994.588 K $ -12.66 %
2025/03/31 REGN Regeneron Pharmaceuticals Inc 1.99% 7.740 M $ 12203 2025/03/31 0.000 $ 0.00 %
2025/03/31 MU Micron Technology Inc 1.99% 7.720 M $ 88845 2025/03/31 0.000 $ 0.00 %
2025/03/31 INCY Incyte Corp 1.98% 7.700 M $ 127167 2024/09/30 -1.160 M $ -12.34 %
2025/03/31 BRK-B Berkshire Hathaway Inc 1.95% 7.570 M $ 14213 2025/03/31 0.000 $ 0.00 %
2025/03/31 GNRC Generac Holdings Inc 1.86% 7.247 M $ 57219 2024/06/30 -1.728 M $ -18.32 %
2025/03/31 CF CF Industries Holdings Inc 1.85% 7.190 M $ 91997 2025/03/31 0.000 $ 0.00 %
2025/03/31 TSLA Tesla Inc 1.44% 5.586 M $ 21553 2022/03/31 -3.288 M $ -35.83 %
2025/03/31 JPM JPMorgan Chase & Co 1.42% 5.534 M $ 22560 2025/03/31 0.000 $ 0.00 %
2025/03/31 LLY Eli Lilly and Co 1.36% 5.272 M $ 6383 2022/06/30 370.685 K $ 6.98 %
2025/03/31 MRK Merck & Co Inc 1.27% 4.949 M $ 55132 2025/03/31 0.000 $ 0.00 %
2025/03/31 V Visa Inc 1.25% 4.849 M $ 13837 2025/03/31 0.000 $ 0.00 %
2025/03/31 AVGO Broadcom Inc 1.23% 4.795 M $ 28637 2025/03/31 0.000 $ 0.00 %
2025/03/31 XOM Exxon Mobil Corp 1.05% 4.072 M $ 34235 2025/03/31 0.000 $ 0.00 %
2025/03/31 UNH UnitedHealth Group Inc 0.99% 3.838 M $ 7327 2025/03/31 0.000 $ 0.00 %
2025/03/31 MA Mastercard Inc 0.91% 3.535 M $ 6450 2025/03/31 0.000 $ 0.00 %
2025/03/31 COST Costco Wholesale Corp 0.83% 3.245 M $ 3431 2025/03/31 0.000 $ 0.00 %
2025/03/31 JNJ Johnson & Johnson 0.81% 3.163 M $ 19073 2022/03/31 1.712 M $ 14.67 %
2025/03/31 PG Procter & Gamble Co 0.81% 3.161 M $ 18547 2025/03/31 0.000 $ 0.00 %
2025/03/31 NFLX Netflix Inc 0.80% 3.110 M $ 3335 2025/03/31 0.000 $ 0.00 %
2025/03/31 T AT&T Inc 0.69% 2.677 M $ 94646 2018/06/30 517.664 K $ 24.20 %
2025/03/31 VZ Verizon Communications Inc 0.65% 2.523 M $ 55625 2018/09/30 296.536 K $ 13.43 %
2025/03/31 TMUS T-Mobile US Inc 0.52% 2.012 M $ 7543 2019/09/30 344.344 K $ 20.83 %
2025/03/31 WMB Williams Companies Inc 0.43% 1.685 M $ 28195 2018/09/30 157.299 K $ 10.42 %
2025/03/31 HCA HCA Healthcare Inc 0.41% 1.579 M $ 4570 2018/06/30 206.797 K $ 15.13 %
2025/03/31 KMI Kinder Morgan Inc 0.36% 1.388 M $ 48645 2018/09/30 454.404 K $ 4.12 %
2025/03/31 OKE ONEOK Inc 0.36% 1.383 M $ 13934 2018/09/30 -15.865 K $ -1.18 %
2025/03/31 LNG Cheniere Energy Inc 0.33% 1.289 M $ 5570 2019/09/30 91.592 K $ 7.69 %
2025/03/31 NEE Nextera Energy Inc 0.29% 1.109 M $ 15650 2018/09/30 -11.941 K $ -1.12 %
2025/03/31 TRGP Targa Resources Corp 0.27% 1.069 M $ 5333 2022/06/30 116.441 K $ 12.31 %
2025/03/31 SO Southern Co 0.20% 765.000 K $ 8317 2018/09/30 75.094 K $ 11.70 %
2025/03/31 DUK Duke Energy Corp 0.19% 721.000 K $ 5908 2018/09/30 81.409 K $ 13.22 %
2025/03/31 CEG Constellation Energy Corp 0.12% 478.000 K $ 2371 2022/09/30 -50.695 K $ -9.86 %
2025/03/31 AEP American Electric Power Company Inc 0.11% 440.000 K $ 4030 2019/09/30 63.405 K $ 18.49 %
2025/03/31 SRE Sempra 0.09% 356.000 K $ 4986 2019/09/30 -78.986 K $ -18.63 %
2025/03/31 D Dominion Energy Inc 0.09% 350.000 K $ 6251 2018/09/30 13.377 K $ 4.10 %
2025/03/31 EXC Exelon Corp 0.09% 349.000 K $ 7584 2018/09/30 62.042 K $ 22.40 %
2025/03/31 PEG Public Service Enterprise Group Inc 0.08% 324.000 K $ 3933 2019/09/30 -8.348 K $ -2.59 %
2025/03/31 XEL Xcel Energy Inc 0.08% 299.000 K $ 4228 2019/09/30 13.400 K $ 4.84 %
2025/03/31 ED Consolidated Edison Inc 0.07% 287.000 K $ 2597 2021/12/31 53.805 K $ 23.91 %
2025/03/31 PCG PG&E Corp 0.07% 286.000 K $ 16650 2023/03/31 -43.020 K $ -14.89 %
2025/03/31 ETR Entergy Corp 0.07% 268.000 K $ 3137 2025/03/31 0.000 $ 0.00 %
2025/03/31 WEC WEC Energy Group Inc 0.07% 254.000 K $ 2330 2025/03/31 0.000 $ 0.00 %
2025/03/31 AWK American Water Works Company Inc 0.06% 219.000 K $ 1483 2025/03/31 0.000 $ 0.00 %
2025/03/31 DTE DTE Energy Co 0.06% 218.000 K $ 1580 2025/03/31 0.000 $ 0.00 %
2025/03/31 PPL PPL Corp 0.05% 207.000 K $ 5728 2025/03/31 0.000 $ 0.00 %
2025/03/31 AEE Ameren Corp 0.05% 202.000 K $ 2016 2025/03/31 0.000 $ 0.00 %
2025/03/31 EL Estee Lauder Companies Inc 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %
2025/03/31 KMB Kimberly-Clark Corp 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/03/31 GOOGL Alphabet Inc 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/03/31 TLT 20 YR TR BD ETF 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/03/31 EIX Edison International 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %
2025/03/31 BDX Becton Dickinson and Co 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/03/31 BAX Baxter International Inc 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/03/31 TU Telus Corp 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/03/31 EPAM Epam Systems Inc 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/03/31 PEP PepsiCo Inc 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %