1y return+21.3%S&P 500 +20.9%
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 December 31, 2024: $127 against $127 in the S&P 500.2
Freestone Grove Partners LPS&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 |
|---|---|---|---|
| IVVIshares Tr | $1.1B | 6.9% | +43.3% |
| VOOVanguard Index Fds | $1.0B | 6.8% | +13.8% |
| USBUs Bancorp | $167.0M | 1.1% | +66.4% |
| RTXRtx Corporation | $157.6M | 1.0% | +76.0% |
| GEGe Aerospace | $155.1M | 1.0% | +167.4% |
| CRCrane Company | $150.6M | 1.0% | +76.8% |
| AIGAmerican Intl Group Inc | $143.5M | 0.9% | +51.5% |
| SNOWSnowflake Inc | $139.2M | 0.9% | New |
| FBINFortune Brands Innovations I | $136.1M | 0.9% | +78.4% |
| JNJJohnson & Johnson | $131.4M | 0.9% | −6.7% |
| ABTAbbott Laboratories | $124.6M | 0.8% | New |
| Axis Cap Hldgs LtdCUSIP G0692U109 | $124.1M | 0.8% | −11.1% |
| KDPKeurig Dr Pepper Inc | $122.6M | 0.8% | New |
| MSFTMicrosoft Corp | $119.4M | 0.8% | +53.7% |
| TEXTerex Corp New | $116.6M | 0.8% | +51.9% |
| SPCXSpace Exploration Techn Corp | $116.3M | 0.8% | New |
| NOWServicenow Inc | $115.9M | 0.8% | +45.6% |
| ATIAti Inc | $115.7M | 0.8% | +1.9% |
| CDWCdw Corp | $115.1M | 0.8% | New |
| TMOThermo Fisher Scientific Inc | $113.4M | 0.7% | New |
| PGProcter & Gamble Co | $112.0M | 0.7% | New |
| SHWSherwin Williams Co | $109.8M | 0.7% | +5109.4% |
| MTZMastec Inc | $102.6M | 0.7% | +11.9% |
| IEXIdex Corp | $102.5M | 0.7% | +107.9% |
| METMetlife Inc | $100.2M | 0.7% | New |
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 |
|---|---|---|---|
| MTZMastec Inc | December 31, 2024 | +205.6% | $102.6M |
| SNXTd Synnex Corporation | December 31, 2025 | +78.0% | $98.6M |
| CFGCitizens Finl Group Inc | June 30, 2025 | +56.6% | $95.6M |
| AMEAmetek Inc | March 31, 2025 | +40.5% | $81.5M |
| VLYValley Natl Bancorp | September 30, 2025 | +38.2% | $88.9M |
| JNJJohnson & Johnson | September 30, 2025 | +37.0% | $131.4M |
| TEXTerex Corp New | December 31, 2025 | +35.6% | $116.6M |
| ATIAti Inc | March 31, 2026 | +35.5% | $115.7M |
| VOOVanguard Index Fds | March 31, 2025 | +33.6% | $1.0B |
| USBUs Bancorp | September 30, 2025 | +25.0% | $167.0M |
Sold off last quarter
- DDOGDatadog Inc was $128.1M
- PNFPPinnacle Finl Partners Inc was $110.9M
- ISRGIntuitive Surgical Inc was $109.2M
- MCDMcdonalds Corp was $90.2M
- VMCVulcan Matls Co was $89.3M
- DEDeere & Co was $85.8M
- FFIVF5 Inc was $82.0M
- ROSTRoss Stores Inc was $78.8M
- BACBank America Corp was $77.9M
- GSGoldman Sachs Group Inc was $77.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.3% | +14.8% |
| March 31, 2026 | −1.4% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −2.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Freestone Grove Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2007591&type=13F-HR&dateb=&owner=include&count=40CIK 2007591
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2007591/000117266126003818/Filed August 14, 2026 · accession 0001172661-26-003818