1y return+10.6%S&P 500 +20.9%
3y return+47.4%S&P 500 +68.5%
5y return+40.9%S&P 500 +74.5%
10y return+183.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $284 against $357 in the S&P 500.2
Clearbridge Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANVIDIA Corp | $6.5B | 5.4% | |
| GOOGLAlphabet Inc | $4.1B | 3.4% | +9.9% |
| AAPLApple Inc | $4.1B | 3.4% | +8.2% |
| AMZNAmazon.com Inc | $2.9B | 2.4% | −15.9% |
| AVGOBroadcom Inc | $2.8B | 2.3% | −11.3% |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.3B | 1.9% | +3.2% |
| MSFTMicrosoft Corp | $2.3B | 1.9% | −33.1% |
| VVisa Inc | $2.2B | 1.8% | |
| METAMeta Platforms Inc | $2.1B | 1.8% | −20.1% |
| WMBWilliams Cos Inc/The | $1.8B | 1.5% | +4.2% |
| ASML Holding NVCUSIP N07059210 | $1.8B | 1.5% | −3.1% |
| PANWPalo Alto Networks Inc | $1.4B | 1.2% | −15.4% |
| JPMJPMorgan Chase & Co | $1.4B | 1.1% | −3.3% |
| JNJJohnson & Johnson | $1.4B | 1.1% | −5.4% |
| Linde PLCCUSIP G54950103 | $1.3B | 1.1% | −7.0% |
| TXNTexas Instruments Inc | $1.3B | 1.0% | −3.4% |
| VRTXVertex Pharmaceuticals Inc | $1.2B | 1.0% | −13.3% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.2B | 1.0% | +22.8% |
| NFLXNetflix Inc | $1.1B | 0.9% | −18.2% |
| Eaton Corp PLCCUSIP G29183103 | $1.1B | 0.9% | −16.4% |
| GWWWW Grainger Inc | $1.0B | 0.8% | −10.8% |
| ANETArista Networks Inc | $1.0B | 0.8% | +35.4% |
| AstraZeneca PLCCUSIP G0593M107 | $952.2M | 0.8% | −2.7% |
| TRVTravelers Cos Inc/The | $928.3M | 0.8% | |
| RTXRTX Corp | $884.9M | 0.7% | −15.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corp | June 30, 2020 | +2006.7% | $6.5B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $2.8B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $1.4B |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | June 30, 2020 | +741.2% | $2.3B |
| ASML Holding NVCUSIP N07059210 | June 30, 2020 | +440.6% | $1.8B |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $4.1B |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $1.1B |
| GWWWW Grainger Inc | June 30, 2020 | +333.0% | $1.0B |
| WMBWilliams Cos Inc/The | June 30, 2020 | +290.8% | $1.8B |
| JPMJPMorgan Chase & Co | June 30, 2020 | +248.0% | $1.4B |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $622.7M
- MTGMGIC Investment Corp was $78.2M
- NWGNatwest Group PLC was $76.8M
- ENSGEnsign Group Inc/The was $64.2M
- RYANRyan Specialty Holdings Inc was $59.8M
- OTEXOpen Text Corp was $52.5M
- SLABSilicon Laboratories Inc was $51.0M
- Thomson Reuters CorpCUSIP 884903808 was $45.0M
- AMHAmerican Homes 4 Rent was $44.0M
- DEODiageo PLC was $43.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | −0.2% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +2.0% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +12.2% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +8.1% | +8.3% |
| March 31, 2023 | +7.0% | +7.0% |
| December 31, 2022 | +7.6% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −17.6% | −16.5% |
| March 31, 2022 | −7.8% | −4.9% |
| December 31, 2021 | +7.9% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Clearbridge Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1348883&type=13F-HR&dateb=&owner=include&count=40CIK 1348883
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1348883/000134888326000018/Filed August 13, 2026 · accession 0001348883-26-000018