FREESTONE GROVE PARTNERS LP

PrivateCIK: 2007591
Location

SAN FRANCISCO, CA

990
Positions
$15.58B
Total AUM (reported)
192.06M
Total Shares

Allocation by class

TOTAL AUM$15.58B990 positions
COM$9.45B60.7%
CORE S&P500 ETF$1.06B6.8%
S&P 500 ETF SHS$1.03B6.6%
COM NEW$980.43M6.3%
CL A$748.01M4.8%
COM SHS$353.47M2.3%
UNIT SER 1$335.58M2.2%

Portfolio Concentration

Top 315.6%4–106.7%11–2511.2%Rest66.5%TOP 1022.3%0%100%
Top 3$2.43B15.6%
4–10$1.05B6.7%
11–25$1.74B11.2%
Rest$10.36B66.5%

Top 3 weight

15.6%

Top 10 weight

22.3%

Voting Authority Distribution

Total shares with voting rights: 192.06M

Sole

Full voting authority

192.06M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole990
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings990
Rows:

ISHARES TR

SOLE
CORE S&P500 ETF
Shares1.41M
TypeSH
Market value$1.06B
6.79%
Sole
1.41M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares1.50M
TypeSH
Market value$1.03B
6.62%
Sole
1.50M
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares455.70K
TypeSH
Market value$335.58M
2.15%
Sole
455.70K
Shared
0.00
None
0.00

US BANCORP

SOLE
COM NEW
Shares2.76M
TypeSH
Market value$166.96M
1.07%
Sole
2.76M
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares830.53K
TypeSH
Market value$157.58M
1.01%
Sole
830.53K
Shared
0.00
None
0.00

GE AEROSPACE

SOLE
COM NEW
Shares414.90K
TypeSH
Market value$155.06M
1.00%
Sole
414.90K
Shared
0.00
None
0.00

CRANE COMPANY

SOLE
COMMON STOCK
Shares675.07K
TypeSH
Market value$150.59M
0.97%
Sole
675.07K
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM NEW
Shares1.93M
TypeSH
Market value$143.54M
0.92%
Sole
1.93M
Shared
0.00
None
0.00

SNOWFLAKE INC

SOLE
COM SHS
Shares546.92K
TypeSH
Market value$139.19M
0.89%
Sole
546.92K
Shared
0.00
None
0.00

FORTUNE BRANDS INNOVATIONS I

SOLE
COM
Shares2.48M
TypeSH
Market value$136.06M
0.87%
Sole
2.48M
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares517.23K
TypeSH
Market value$131.36M
0.84%
Sole
517.23K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares1.37M
TypeSH
Market value$124.57M
0.80%
Sole
1.37M
Shared
0.00
None
0.00

AXIS CAP HLDGS LTD

SOLE
SHS
Shares1.16M
TypeSH
Market value$124.14M
0.80%
Sole
1.16M
Shared
0.00
None
0.00

KEURIG DR PEPPER INC

SOLE
COM
Shares3.75M
TypeSH
Market value$122.64M
0.79%
Sole
3.75M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares320.11K
TypeSH
Market value$119.41M
0.77%
Sole
320.11K
Shared
0.00
None
0.00

TEREX CORP NEW

SOLE
COM
Shares1.61M
TypeSH
Market value$116.56M
0.75%
Sole
1.61M
Shared
0.00
None
0.00

SPACE EXPLORATION TECHN CORP

SOLE
CLASS A COM STK
Shares680.62K
TypeSH
Market value$116.29M
0.75%
Sole
680.62K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares1.17M
TypeSH
Market value$115.89M
0.74%
Sole
1.17M
Shared
0.00
None
0.00

ATI INC

SOLE
COM
Shares587.09K
TypeSH
Market value$115.72M
0.74%
Sole
587.09K
Shared
0.00
None
0.00

CDW CORP

SOLE
COM
Shares818.29K
TypeSH
Market value$115.08M
0.74%
Sole
818.29K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares226.24K
TypeSH
Market value$113.43M
0.73%
Sole
226.24K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares763.96K
TypeSH
Market value$112.03M
0.72%
Sole
763.96K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares318.76K
TypeSH
Market value$109.76M
0.70%
Sole
318.76K
Shared
0.00
None
0.00

MASTEC INC

SOLE
COM
Shares246.59K
TypeSH
Market value$102.60M
0.66%
Sole
246.59K
Shared
0.00
None
0.00

IDEX CORP

SOLE
COM
Shares451.74K
TypeSH
Market value$102.52M
0.66%
Sole
451.74K
Shared
0.00
None
0.00
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