Advertisement
Screener

Schechter Investment Advisors, LLC Current Holdings: USA Stocks, 2025 Q1, Page 4

Schechter Investment Advisors, LLC current holdings: USA Stocks

Schechter Investment Advisors, LLC reported $0.81 billion in share positions in stocks (listed in the US), 459 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are AACT, ANSC, NETD.

  • HUBG: Country of operation United States; Class Stock; Shares 10,632; Value $395,191.
  • CNH: Country of operation —; Class Stock; Shares 32,132; Value $394,581.
  • YUM: Country of operation United States; Class Stock; Shares 2,500; Value $393,374.
  • SHW: Country of operation United States; Class Stock; Shares 1,115; Value $389,243.

Form 13F-HR as filed (SEC CIK 1951586): quarter ended 2025-03-31, filed 2025-05-01. 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 2025-03-31 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.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
HUBG
HUB GROUP INC CL A
United StatesStock10,632$395,1910.05%2025-03-312025-05-01-18.62%
CNH
CNH INDL N V SHS
Stock32,132$394,5810.05%2025-03-312025-05-01+6.35%
YUM
YUM BRANDS INC COM
United StatesStock2,500$393,3740.05%2025-03-312025-05-01-12.47%
SHW
SHERWIN WILLIAMS CO COM
United StatesStock1,115$389,2430.04%2025-03-312025-05-01-5.37%
SPOT
SPOTIFY TECHNOLOGY S A SHS
Stock701$385,5710.04%2025-03-312025-05-01-10.25%
OGN
ORGANON & CO COMMON STOCK
United StatesStock25,791$384,0280.04%2025-03-312025-05-01-7.72%
MCHP
MICROCHIP TECHNOLOGY INC. COM
United StatesStock7,878$381,3940.04%2025-03-312025-05-01+62.73%
ENB
ENBRIDGE INC COM
Stock8,606$381,1310.04%2025-03-312025-05-01+5.28%
MAR
MARRIOTT INTL INC NEW CL A
United StatesStock1,597$380,4220.04%2025-03-312025-05-01+51.81%
MELI
MERCADOLIBRE INC COM
Stock195$380,4190.04%2025-03-312025-05-01-11.58%
MMM
3M CO COM
United StatesStock2,567$377,0010.04%2025-03-312025-05-01+14.73%
TECK
TECK RESOURCES LTD CL B
Stock10,333$376,4320.04%2025-03-312025-05-01+78.01%
CASY
CASEYS GEN STORES INC COM
United StatesStock852$369,8010.04%2025-03-312025-05-01+38.21%
TTD
THE TRADE DESK INC COM CL A
United StatesStock6,748$369,2510.04%2025-03-312025-05-01-77.98%
AEE
AMEREN CORP COM
United StatesStock3,670$368,4680.04%2025-03-312025-05-01-0.15%
PANW
PALO ALTO NETWORKS INC COM
United StatesStock2,159$368,4110.04%2025-03-312025-05-01+127.62%
MNST
MONSTER BEVERAGE CORP NEW COM
United StatesStock6,288$367,9740.04%2025-03-312025-05-01— split 2026-07-20, ratio not on file
ECL
ECOLAB INC COM
United StatesStock1,441$365,3630.04%2025-03-312025-05-01+9.60%
GIS
GENERAL MLS INC COM
United StatesStock6,070$362,9450.04%2025-03-312025-05-01-43.44%
WTW
WILLIS TOWERS WATSON PLC LTD SHS
Stock1,066$360,3790.04%2025-03-312025-05-01-14.61%
MO
ALTRIA GROUP INC COM
United StatesStock5,985$359,2190.04%2025-03-312025-05-01+14.50%
ALC
ALCON AG ORD SHS
Stock3,805$358,4150.04%2025-03-312025-05-01-31.06%
OWL
BLUE OWL CAPITAL INC COM CL A
United StatesStock17,825$357,2130.04%2025-03-312025-05-01-53.69%
STWD
STARWOOD PPTY TR INC COM
United StatesREIT17,570$347,3580.04%2025-03-312025-05-01-27.36%
FANG
DIAMONDBACK ENERGY INC COM
United StatesStock2,172$347,2590.04%2025-03-312025-05-01+15.06%
LDOS
LEIDOS HOLDINGS INC COM
United StatesStock2,570$346,7960.04%2025-03-312025-05-01-8.77%
DLR
DIGITAL RLTY TR INC COM
United StatesREIT2,406$344,6490.04%2025-03-312025-05-01+23.22%
AIZ
ASSURANT INC COM
United StatesStock1,626$341,0540.04%2025-03-312025-05-01+25.70%
HAS
HASBRO INC COM
United StatesStock5,524$339,6710.04%2025-03-312025-05-01+43.54%
ROST
ROSS STORES INC COM
United StatesStock2,648$338,4300.04%2025-03-312025-05-01+83.43%
TEL
TE CONNECTIVITY PLC ORD SHS
Stock2,349$331,9610.04%2025-03-312025-05-01+50.43%
AFL
AFLAC INC COM
United StatesStock2,974$330,7160.04%2025-03-312025-05-01+2.22%
NXPI
NXP SEMICONDUCTORS N V COM
Stock1,729$328,6140.04%2025-03-312025-05-01+24.42%
NTR
NUTRIEN LTD COM
Stock6,613$328,2300.04%2025-03-312025-05-01+43.31%
NHICU
NEWHOLD INVT CORP III UNITS
Stock32,300$324,6150.04%2025-03-312025-05-01
CBRE
CBRE GROUP INC CL A
United StatesStock2,475$323,6800.04%2025-03-312025-05-01+0.05%
GWW
GRAINGER W W INC COM
United StatesStock325$321,0450.04%2025-03-312025-05-01+26.41%
OLED
UNIVERSAL DISPLAY CORP COM
United StatesStock2,267$316,2010.04%2025-03-312025-05-01-45.40%
CCEP
COCA-COLA EUROPACIFIC PARTNERS SHS
Stock3,619$314,9610.04%2025-03-312025-05-01+17.53%
UAL
UNITED AIRLS HLDGS INC COM
United StatesStock4,552$314,3380.04%2025-03-312025-05-01+63.14%
LEN
LENNAR CORP CL A
United StatesStock2,738$314,3130.04%2025-03-312025-05-01-27.68%
TD
TORONTO DOMINION BK ONT COM NEW
Stock5,200$311,6590.04%2025-03-312025-05-01+98.53%
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
United StatesStock3,042$311,5010.04%2025-03-312025-05-01+46.20%
GM
GENERAL MTRS CO COM
United StatesStock6,531$307,1690.04%2025-03-312025-05-01+71.10%
BA
BOEING CO COM
United StatesStock1,764$300,7930.03%2025-03-312025-05-01+10.04%
MSTR
MICROSTRATEGY INC CL A NEW
United StatesStock1,041$300,0890.03%2025-03-312025-05-01-46.35%
SW
SMURFIT WESTROCK PLC SHS
Stock6,654$299,8290.03%2025-03-312025-05-01-1.51%
FRME
FIRST MERCHANTS CORP COM
United StatesStock7,388$298,7710.03%2025-03-312025-05-01-0.89%
PWR
QUANTA SVCS INC COM
United StatesStock1,173$298,1530.03%2025-03-312025-05-01+156.43%
COF
CAPITAL ONE FINL CORP COM
United StatesStock1,651$296,0410.03%2025-03-312025-05-01+9.57%
CL
COLGATE PALMOLIVE CO COM
United StatesStock3,115$291,8880.03%2025-03-312025-05-01-7.73%
CCOI
COGENT COMMUNICATIONS HLDGS IN COM NEW
United StatesStock4,751$291,2840.03%2025-03-312025-05-01-88.03%
DKNG
DRAFTKINGS INC NEW COM CL A
United StatesStock8,678$288,1960.03%2025-03-312025-05-01-41.01%
NKE
NIKE INC CL B
United StatesStock4,392$278,8010.03%2025-03-312025-05-01-43.54%
FLG
FLAGSTAR FINANCIAL INC COM NEW
United StatesStock23,794$276,4860.03%2025-03-312025-05-01+1.89%
IFF
INTERNATIONAL FLAVORS&FRAGRANC COM
United StatesStock3,550$275,4780.03%2025-03-312025-05-01+9.84%
TRIXXXX
THOMSON REUTERS CORP COM
Stock1,588$274,0940.03%2025-03-312025-05-01
DRI
DARDEN RESTAURANTS INC COM
United StatesStock1,313$272,8390.03%2025-03-312025-05-01-6.09%
CMA
COMERICA INC COM
United StatesStock4,599$271,6170.03%2025-03-312025-05-01
GDDY
GODADDY INC CL A
United StatesStock1,495$269,3100.03%2025-03-312025-05-01-47.79%
CSL
CARLISLE COS INC COM
United StatesStock787$267,9740.03%2025-03-312025-05-01-4.36%
CP
CANADIAN PACIFIC KANSAS CITY COM
Stock3,792$266,1480.03%2025-03-312025-05-01+23.22%
CAH
CARDINAL HEALTH INC COM
United StatesStock1,926$265,3110.03%2025-03-312025-05-01+62.52%
PFGC
PERFORMANCE FOOD GROUP CO COM
United StatesStock3,360$264,2230.03%2025-03-312025-05-01+16.99%
OTIS
OTIS WORLDWIDE CORP COM
United StatesStock2,560$264,2140.03%2025-03-312025-05-01-36.41%
DTM
DT MIDSTREAM INC COMMON STOCK
United StatesStock2,727$263,1010.03%2025-03-312025-05-01+26.07%
XYL
XYLEM INC COM
United StatesStock2,192$261,8760.03%2025-03-312025-05-01-15.51%
FDX
FEDEX CORP COM
United StatesStock1,072$261,4100.03%2025-03-312025-05-01+46.34%
ADC
AGREE RLTY CORP COM
United StatesREIT3,385$261,2890.03%2025-03-312025-05-01-12.36%
PSX
PHILLIPS 66 COM
United StatesStock2,114$261,0380.03%2025-03-312025-05-01+104.28%
LYV
LIVE NATION ENTERTAINMENT INC COM
United StatesStock1,995$260,5070.03%2025-03-312025-05-01+31.02%
ULTA
ULTA BEAUTY INC COM
United StatesStock707$259,1440.03%2025-03-312025-05-01+49.48%
ODFL
OLD DOMINION FREIGHT LINE INC COM
United StatesStock1,538$254,4620.03%2025-03-312025-05-01+7.26%
CVE
CENOVUS ENERGY INC COM
Stock18,164$252,6620.03%2025-03-312025-05-01+122.57%
CTVA
CORTEVA INC COM
United StatesStock3,970$249,8100.03%2025-03-312025-05-01+23.74%
AME
AMETEK INC COM
United StatesStock1,448$249,2630.03%2025-03-312025-05-01+45.68%
DASH
DOORDASH INC CL A
United StatesStock1,353$247,2870.03%2025-03-312025-05-01+2.37%
TDY
TELEDYNE TECHNOLOGIES INC COM
United StatesStock494$245,8690.03%2025-03-312025-05-01+21.68%
ALLE
ALLEGION PLC ORD SHS
IrelandStock1,873$244,3520.03%2025-03-312025-05-01+19.14%
GPC
GENUINE PARTS CO COM
United StatesStock1,967$234,3490.03%2025-03-312025-05-01+6.56%
BKR
BAKER HUGHES COMPANY CL A
United StatesStock5,293$232,6280.03%2025-03-312025-05-01+27.24%
RSG
REPUBLIC SVCS INC COM
United StatesStock960$232,4060.03%2025-03-312025-05-01-12.49%
CASH
PATHWARD FINANCIAL INC COM
United StatesStock3,180$231,9810.03%2025-03-312025-05-01-1.89%
VRSK
VERISK ANALYTICS INC COM
United StatesStock779$231,8460.03%2025-03-312025-05-01-44.24%
ETR
ENTERGY CORP NEW COM
United StatesStock2,700$230,8140.03%2025-03-312025-05-01+16.69%
USB
US BANCORP DEL COM NEW
United StatesStock5,444$229,8290.03%2025-03-312025-05-01+37.71%
ZBH
ZIMMER BIOMET HOLDINGS INC COM
United StatesStock2,021$228,6990.03%2025-03-312025-05-01-19.30%
KMB
KIMBERLY-CLARK CORP COM
United StatesStock1,608$228,6900.03%2025-03-312025-05-01-30.40%
AEM
AGNICO EAGLE MINES LTD COM
Stock2,094$227,0620.03%2025-03-312025-05-01+71.41%
VLO
VALERO ENERGY CORP COM
United StatesStock1,717$226,7780.03%2025-03-312025-05-01+193.57%
BAX
BAXTER INTL INC COM
United StatesStock6,587$225,4730.03%2025-03-312025-05-01-31.41%
PCAR
PACCAR INC COM
United StatesStock2,300$223,9510.03%2025-03-312025-05-01+14.82%
JLL
JONES LANG LASALLE INC COM
United StatesStock901$223,3670.03%2025-03-312025-05-01+25.45%
RJF
RAYMOND JAMES FINL INC COM
United StatesStock1,606$223,0890.03%2025-03-312025-05-01+15.07%
MKL
MARKEL GROUP INC COM
United StatesStock118$220,6140.03%2025-03-312025-05-01-6.93%
LII
LENNOX INTL INC COM
United StatesStock391$219,2860.03%2025-03-312025-05-01-35.78%
KBR
KBR INC COM
United StatesStock4,399$219,1140.03%2025-03-312025-05-01-29.47%
NEM
NEWMONT CORP COM
United StatesStock4,507$217,6130.03%2025-03-312025-05-01+142.52%
BRO
BROWN & BROWN INC COM
United StatesStock1,747$217,3270.03%2025-03-312025-05-01-51.29%
HONDU
HCM II ACQUISITION CORP UNIT
Stock20,000$215,0000.02%2025-03-312025-05-01

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet