STANSBERRY ASSET MANAGEMENT, LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, STANSBERRY ASSET MANAGEMENT, LLC opened 3 positions, added to 25, reduced 16 and sold out of 10.
- Q2 2025: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 0.
- Q3 2024: Stock ANSYS INC; Country of operation United States; Class COM; Shares before 0.
- Q1 2024: Stock CEREVEL THERAPEUTICS HLDNG I; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1725910), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Jackson Wealth Management, LLC | United States | $0.972B | 153 |
| Two Creeks Capital Management, LP | United States | $0.974B | 22 |
| Uniplan Investment Counsel, Inc. | United States | $0.974B | 221 |
| Steigerwald, Gordon & Koch Inc. | United States | $0.974B | 782 |
| CUTLER INVESTMENT COUNSEL LLC | United States | $0.971B | 146 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | United States | $0.971B | 57 |
| Abu Dhabi Investment Council Co P.J.S.C | United Arab Emirates | $0.975B | 25 |
| Cascade Financial Partners, LLC | United States | $0.970B | 266 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | United States | $0.970B | 217 |
| VIKING FUND MANAGEMENT LLC | United States | $0.976B | 142 |