Close Asset Management

$3.8B 13F equity value
293 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Close Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
GOOGLALPHABET INC COM CL A USD0.0011,169,996$418M11.1%
AMZNAMAZON COM INC COM USD0.011,519,591$362M9.6%
MSFTMICROSOFT CORP COM USD (US LISTED)697,298$260M6.9%
LRCXLAM RESEARCH CORP COM USD0.001 (P/S)584,653$253M6.7%
KLACKLA CORPORATION COM USD0.001736,310$222M5.9%
AVGOBROADCOM INC COM USD0.001483,551$182M4.9%
EMEEMCOR GROUP INC COM USD0.01177,045$147M3.9%
APHAMPHENOL CORP COM USD0.001810,311$143M3.8%
COFCAPITAL ONE FINANCIAL CORP COM USD0.01690,917$139M3.7%
ADIANALOG DEVICES INC COM USD0.16 2/3325,165$129M3.4%

Track Close Asset Management's 13F portfolio: $3.8B in reported holdings, 293 positions. Top holdings and quarterly changes on SentiSense.

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