Wambolt & Associates, LLC current holdings: USA Stocks
Wambolt & Associates, LLC reported $0.23 billion in share positions in stocks (listed in the US), 115 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are NVDA, MSFT, AAPL.
- GDDY: Country of operation United States; Class CL A; Shares 1,671; Value $298,106.
- MET: Country of operation United States; Class COM; Shares 3,535; Value $286,653.
- GGG: Country of operation United States; Class COM; Shares 3,195; Value $280,106.
- APD: Country of operation United States; Class COM; Shares 964; Value $275,193.
Form 13F-HR as filed (SEC CIK 1755723): quarter ended 2025-06-30, filed 2025-08-13. 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 2025-06-30 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 |
|---|
GDDY
GODADDY INC | United States | CL A | 1,671 | $298,106 | 0.12% | 2025-06-30 | 2025-08-13 | -47.76% |
|---|
MET
METLIFE INC | United States | COM | 3,535 | $286,653 | 0.12% | 2025-06-30 | 2025-08-13 | +18.38% |
|---|
GGG
GRACO INC | United States | COM | 3,195 | $280,106 | 0.12% | 2025-06-30 | 2025-08-13 | -9.15% |
|---|
APD
AIR PRODS & CHEMS INC | United States | COM | 964 | $275,193 | 0.12% | 2025-06-30 | 2025-08-13 | -1.02% |
|---|
TSCO
TRACTOR SUPPLY CO | United States | COM | 5,027 | $271,860 | 0.11% | 2025-06-30 | 2025-08-13 | -40.29% |
|---|
UNP
UNION PAC CORP | United States | COM | 1,148 | $270,434 | 0.11% | 2025-06-30 | 2025-08-13 | +19.15% |
|---|
CRM
SALESFORCE INC | United States | COM | 987 | $268,375 | 0.11% | 2025-06-30 | 2025-08-13 | -17.38% |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 2,899 | $266,829 | 0.11% | 2025-06-30 | 2025-08-13 | -4.88% |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 729 | $259,014 | 0.11% | 2025-06-30 | 2025-08-13 | -3.76% |
|---|
MRK
MERCK & CO INC | United States | COM | 3,146 | $257,374 | 0.11% | 2025-06-30 | 2025-08-13 | +88.58% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 2,590 | $245,843 | 0.10% | 2025-06-30 | 2025-08-13 | +4.15% |
|---|
NKE
NIKE INC | United States | CL B | 3,267 | $239,830 | 0.10% | 2025-06-30 | 2025-08-13 | -49.55% |
|---|
AMGN
AMGEN INC | United States | COM | 811 | $235,616 | 0.10% | 2025-06-30 | 2025-08-13 | +51.73% |
|---|
IDXX
IDEXX LABS INC | United States | COM | 425 | $230,626 | 0.10% | 2025-06-30 | 2025-08-13 | -0.54% |
|---|
DAL
DELTA AIR LINES INC DEL | United States | COM NEW | 4,166 | $204,134 | 0.09% | 2025-06-30 | 2025-08-13 | +72.57% |
|---|
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