CRITERION CAPITAL ADVISORS, LLC current holdings: USA Stocks
CRITERION CAPITAL ADVISORS, LLC reported $0.08 billion in share positions in stocks (listed in the US), 256 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are AAPL, BRKB, ORCL.
- CARR: Country of operation United States; Class COM; Shares 87; Value $5,488.
- ENB: Country of operation —; Class COM; Shares 147; Value $5,232.
- GILD: Country of operation United States; Class COM; Shares 76; Value $5,215.
- AMT: Country of operation United States; Class COM; Shares 26; Value $5,054.
Form 13F-HR as filed (SEC CIK 1765884): quarter ended 2024-12-31, filed 2025-02-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 87 | $5,488 | 0.01% | 2024-12-31 | 2025-02-10 | -18.87% |
|---|
ENB
ENBRIDGE INC | | COM | 147 | $5,232 | 0.01% | 2024-12-31 | 2025-02-10 | +9.95% |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 76 | $5,215 | 0.01% | 2024-12-31 | 2025-02-10 | +63.78% |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | COM | 26 | $5,054 | 0.01% | 2024-12-31 | 2025-02-10 | -8.76% |
|---|
CAT
CATERPILLAR INC | United States | COM | 15 | $4,997 | 0.01% | 2024-12-31 | 2025-02-10 | +127.88% |
|---|
MELI
MERCADOLIBRE INC | | COM | 3 | $4,931 | 0.01% | 2024-12-31 | 2025-02-10 | +1.44% |
|---|
ITT
ITT INC | United States | COM | 38 | $4,909 | 0.01% | 2024-12-31 | 2025-02-10 | +43.16% |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 16 | $4,775 | 0.01% | 2024-12-31 | 2025-02-10 | -2.79% |
|---|
GABC
GERMAN AMERN BANCORP INC | United States | COM | 133 | $4,700 | 0.01% | 2024-12-31 | 2025-02-10 | +21.38% |
|---|
CNP
CENTERPOINT ENERGY INC | United States | COM | 150 | $4,647 | 0.01% | 2024-12-31 | 2025-02-10 | +16.42% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 17 | $4,012 | 0.00% | 2024-12-31 | 2025-02-10 | +214.83% |
|---|
FDX
FEDEX CORP | United States | COM | 13 | $3,898 | 0.00% | 2024-12-31 | 2025-02-10 | +26.81% |
|---|
TDG
TRANSDIGM GROUP INC | United States | COM | 3 | $3,833 | 0.00% | 2024-12-31 | 2025-02-10 | -13.22% |
|---|
ELV
ELEVANCE HEALTH INC | United States | COM | 7 | $3,794 | 0.00% | 2024-12-31 | 2025-02-10 | +6.46% |
|---|
SRE
SEMPRA | United States | COM | 48 | $3,651 | 0.00% | 2024-12-31 | 2025-02-10 | -10.88% |
|---|
NLY
ANNALY CAPITAL MANAGEMENT IN | United States | COM NEW | 181 | $3,450 | 0.00% | 2024-12-31 | 2025-02-10 | +11.04% |
|---|
MSCI
MSCI INC | United States | COM | 7 | $3,373 | 0.00% | 2024-12-31 | 2025-02-10 | -10.04% |
|---|
IR
INGERSOLL RAND INC | United States | COM | 37 | $3,362 | 0.00% | 2024-12-31 | 2025-02-10 | -15.45% |
|---|
AME
AMETEK INC | United States | COM | 20 | $3,335 | 0.00% | 2024-12-31 | 2025-02-10 | +39.12% |
|---|
CNA
CNA FINL CORP | United States | COM | 70 | $3,225 | 0.00% | 2024-12-31 | 2025-02-10 | -4.92% |
|---|
CHD
CHURCH & DWIGHT CO INC | United States | COM | 30 | $3,111 | 0.00% | 2024-12-31 | 2025-02-10 | -9.32% |
|---|
UAL
UNITED AIRLS HLDGS INC | United States | COM | 63 | $3,066 | 0.00% | 2024-12-31 | 2025-02-10 | +16.01% |
|---|
PCG
PG&E CORP | United States | COM | 175 | $3,056 | 0.00% | 2024-12-31 | 2025-02-10 | -39.64% |
|---|
LUV
SOUTHWEST AIRLS CO | United States | COM | 100 | $2,861 | 0.00% | 2024-12-31 | 2025-02-10 | +25.16% |
|---|
HR
HEALTHCARE RLTY TR | United States | CL A COM | 170 | $2,802 | 0.00% | 2024-12-31 | 2025-02-10 | +5.84% |
|---|
GEHC
GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 35 | $2,728 | 0.00% | 2024-12-31 | 2025-02-10 | -14.99% |
|---|
TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 17 | $2,644 | 0.00% | 2024-12-31 | 2025-02-10 | +10.16% |
|---|
VLTO
VERALTO CORP | United States | COM SHS | 27 | $2,578 | 0.00% | 2024-12-31 | 2025-02-10 | -5.11% |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 10 | $2,573 | 0.00% | 2024-12-31 | 2025-02-10 | -48.97% |
|---|
ATI
ATI INC | United States | COM | 46 | $2,551 | 0.00% | 2024-12-31 | 2025-02-10 | +243.30% |
|---|
TEAM
ATLASSIAN CORPORATION | | CL A | 14 | $2,477 | 0.00% | 2024-12-31 | 2025-02-10 | -27.70% |
|---|
TOST
TOAST INC | United States | CL A | 95 | $2,449 | 0.00% | 2024-12-31 | 2025-02-10 | -16.43% |
|---|
VAC
MARRIOTT VACATIONS WORLDWIDE | United States | COM | 28 | $2,445 | 0.00% | 2024-12-31 | 2025-02-10 | +16.57% |
|---|
STT
STATE STR CORP | United States | COM | 33 | $2,442 | 0.00% | 2024-12-31 | 2025-02-10 | +81.13% |
|---|
EFX
EQUIFAX INC | United States | COM | 10 | $2,425 | 0.00% | 2024-12-31 | 2025-02-10 | -44.74% |
|---|
RCL
ROYAL CARIBBEAN GROUP | United States | COM | 14 | $2,233 | 0.00% | 2024-12-31 | 2025-02-10 | +13.00% |
|---|
JKHY
HENRY JACK & ASSOC INC | United States | COM | 13 | $2,159 | 0.00% | 2024-12-31 | 2025-02-10 | -16.59% |
|---|
EA
ELECTRONIC ARTS INC | United States | COM | 15 | $2,090 | 0.00% | 2024-12-31 | 2025-02-10 | |
|---|
SAIA
SAIA INC | United States | COM | 4 | $1,898 | 0.00% | 2024-12-31 | 2025-02-10 | -26.20% |
|---|
CBRL
CRACKER BARREL OLD CTRY STOR | United States | COM | 42 | $1,771 | 0.00% | 2024-12-31 | 2025-02-10 | -0.72% |
|---|
RIVN
RIVIAN AUTOMOTIVE INC | United States | COM CL A | 130 | $1,745 | 0.00% | 2024-12-31 | 2025-02-10 | +12.56% |
|---|
ALNY
ALNYLAM PHARMACEUTICALS INC | United States | COM | 7 | $1,701 | 0.00% | 2024-12-31 | 2025-02-10 | +7.97% |
|---|
TDOC
TELADOC HEALTH INC | United States | COM | 166 | $1,624 | 0.00% | 2024-12-31 | 2025-02-10 | -36.74% |
|---|
ARMK
ARAMARK | United States | COM | 44 | $1,497 | 0.00% | 2024-12-31 | 2025-02-10 | +45.94% |
|---|
SLG
SL GREEN RLTY CORP | United States | COM | 22 | $1,247 | 0.00% | 2024-12-31 | 2025-02-10 | -27.83% |
|---|
WBD
WARNER BROS DISCOVERY INC | United States | COM SER A | 121 | $901 | 0.00% | 2024-12-31 | 2025-02-10 | +191.86% |
|---|
HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 36 | $763 | 0.00% | 2024-12-31 | 2025-02-10 | +188.01% |
|---|
EQT
EQT CORP | United States | COM | 20 | $740 | 0.00% | 2024-12-31 | 2025-02-10 | +6.01% |
|---|
STIM
NEURONETICS INC | United States | COM | 400 | $720 | 0.00% | 2024-12-31 | 2025-02-10 | +46.58% |
|---|
SNV
SYNOVUS FINL CORP | United States | COM NEW | 12 | $483 | 0.00% | 2024-12-31 | 2025-02-10 | |
|---|
LPX
LOUISIANA PAC CORP | United States | COM | 4 | $330 | 0.00% | 2024-12-31 | 2025-02-10 | -36.49% |
|---|
CAKE
CHEESECAKE FACTORY INC | United States | COM | 5 | $197 | 0.00% | 2024-12-31 | 2025-02-10 | +126.29% |
|---|
ODC
OIL DRI CORP AMER | United States | COM | 3 | $193 | 0.00% | 2024-12-31 | 2025-02-10 | +107.12% |
|---|
ASPN
ASPEN AEROGELS INC | United States | COM | 7 | $167 | 0.00% | 2024-12-31 | 2025-02-10 | — split 2025-11-06, ratio not on file |
|---|
CRON
CRONOS GROUP INC | | COM | 60 | $140 | 0.00% | 2024-12-31 | 2025-02-10 | +67.33% |
|---|
SHFSW
SHF HOLDINGS INC | United States | *W EXP 09/28/202 | 500 | $30 | 0.00% | 2024-12-31 | 2025-02-10 | |
|---|
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