VAN LEEUWEN & COMPANY, LLC

PrivateCIK: 1769031
Location

PRINCETON, NJ

88
Positions
$197.28M
Total AUM (reported)
1.27M
Total Shares

Allocation by class

TOTAL AUM$197.28M88 positions
COM$133.20M67.5%
COM CL A$10.65M5.4%
CAP STK CL C$7.71M3.9%
CL B NEW$7.04M3.6%
MSCI EAFE ETF$5.03M2.6%
ENERGY$4.12M2.1%
CL A$3.96M2.0%

Portfolio Concentration

Top 312.1%4–1022.2%11–2526.9%Rest38.9%TOP 1034.2%0%100%
Top 3$23.83M12.1%
4–10$43.73M22.2%
11–25$53.07M26.9%
Rest$76.65M38.9%

Top 3 weight

12.1%

Top 10 weight

34.2%

Voting Authority Distribution

Total shares with voting rights: 1.27M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.27M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole88
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings88
Rows:

MICROSOFT CORP

SOLE
COM
Shares21.59K
TypeSH
Market value$9.08M
4.60%
Sole
0.00
Shared
0.00
None
21.59K

ALPHABET INC

SOLE
CAP STK CL C
Shares50.63K
TypeSH
Market value$7.71M
3.91%
Sole
0.00
Shared
0.00
None
50.63K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares16.74K
TypeSH
Market value$7.04M
3.57%
Sole
0.00
Shared
0.00
None
16.74K

VISA INC

SOLE
COM CL A
Shares24.38K
TypeSH
Market value$6.80M
3.45%
Sole
0.00
Shared
0.00
None
24.38K

VERTEX PHARMACEUTICALS INC

SOLE
COM
Shares16.02K
TypeSH
Market value$6.70M
3.39%
Sole
0.00
Shared
0.00
None
16.02K

ROSS STORES INC

SOLE
COM
Shares45.20K
TypeSH
Market value$6.63M
3.36%
Sole
0.00
Shared
0.00
None
45.20K

HUBBELL INC

SOLE
COM
Shares15.46K
TypeSH
Market value$6.42M
3.25%
Sole
0.00
Shared
0.00
None
15.46K

NVIDIA CORPORATION

SOLE
COM
Shares7.07K
TypeSH
Market value$6.39M
3.24%
Sole
0.00
Shared
0.00
None
7.07K

APPLE INC

SOLE
COM
Shares33.54K
TypeSH
Market value$5.75M
2.92%
Sole
0.00
Shared
0.00
None
33.54K

ISHARES TR

SOLE
MSCI EAFE ETF
Shares63.02K
TypeSH
Market value$5.03M
2.55%
Sole
0.00
Shared
0.00
None
63.02K

BROADCOM INC

SOLE
COM
Shares3.58K
TypeSH
Market value$4.75M
2.41%
Sole
0.00
Shared
0.00
None
3.58K

ELI LILLY & CO

SOLE
COM
Shares5.64K
TypeSH
Market value$4.39M
2.22%
Sole
0.00
Shared
0.00
None
5.64K

QUALCOMM INC

SOLE
COM
Shares25.50K
TypeSH
Market value$4.32M
2.19%
Sole
0.00
Shared
0.00
None
25.50K

INGERSOLL RAND INC

SOLE
COM
Shares45.39K
TypeSH
Market value$4.31M
2.18%
Sole
0.00
Shared
0.00
None
45.39K

SELECT SECTOR SPDR TR

SOLE
ENERGY
Shares43.66K
TypeSH
Market value$4.12M
2.09%
Sole
0.00
Shared
0.00
None
43.66K

META PLATFORMS INC

SOLE
CL A
Shares7.59K
TypeSH
Market value$3.69M
1.87%
Sole
0.00
Shared
0.00
None
7.59K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares21.24K
TypeSH
Market value$3.60M
1.82%
Sole
0.00
Shared
0.00
None
21.24K

TJX COS INC NEW

SOLE
COM
Shares34.56K
TypeSH
Market value$3.51M
1.78%
Sole
0.00
Shared
0.00
None
34.56K

AMAZON COM INC

SOLE
COM
Shares18.16K
TypeSH
Market value$3.28M
1.66%
Sole
0.00
Shared
0.00
None
18.16K

SPDR GOLD TR

SOLE
GOLD SHS
Shares15.64K
TypeSH
Market value$3.22M
1.63%
Sole
0.00
Shared
0.00
None
15.64K

ELEVANCE HEALTH INC

SOLE
COM
Shares6.18K
TypeSH
Market value$3.21M
1.62%
Sole
0.00
Shared
0.00
None
6.18K

WELLS FARGO CO NEW

SOLE
COM
Shares50.60K
TypeSH
Market value$2.93M
1.49%
Sole
0.00
Shared
0.00
None
50.60K

BRISTOL-MEYERS SQUIBB CO

SOLE
COM
Shares52.02K
TypeSH
Market value$2.82M
1.43%
Sole
0.00
Shared
0.00
None
52.02K

DISNEY WALT CO

SOLE
COM
Shares20.30K
TypeSH
Market value$2.48M
1.26%
Sole
0.00
Shared
0.00
None
20.30K

PACCAR INC

SOLE
COM
Shares19.87K
TypeSH
Market value$2.46M
1.25%
Sole
0.00
Shared
0.00
None
19.87K
Page 1 of 4