Zhang-Financial

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-15
Total Holdings
301
Total Value
1891062491
Accession Number
0001776290-25-000002
Form Type
13F-HR
Manager Name
Zhang-Financial
Data Enrichment
77% identified
231 identified70 unidentified

Holdings

301 positions
Manager:
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Page 12 of 16
46434V621
Shares:6.3K
Value:$388.5K
808524870
Shares:14.4K
Value:$386.4K
MORGAN STANLEY
Shares:3.3K
Value:$386.1K
92206C870
Shares:4.5K
Value:$370.9K
46137V357
Shares:2.1K
Value:$368.3K
46137V282
Shares:10.7K
Value:$365.3K
DANAHER CORP /DE/
Shares:1.8K
Value:$363.8K
COMCAST CORP
Shares:9.8K
Value:$360.6K
46432F339
Shares:2.1K
Value:$359.5K
SPDR GOLD TRUST
Shares:1.2K
Value:$352.7K
Trade Desk, Inc.
Shares:6.4K
Value:$351.8K
GENERAL ELECTRIC CO
Shares:1.7K
Value:$349.8K
464287119
Shares:4.3K
Value:$345.5K
LAM RESEARCH CORP
Shares:4.7K
Value:$344.4K
GENERAL MILLS INC
Shares:5.7K
Value:$343.5K
CITY HOLDING CO
Shares:2.8K
Value:$332.0K
O REILLY AUTOMOTIVE INC
Shares:230
Value:$329.5K
WASTE MANAGEMENT INC
Shares:1.4K
Value:$324.7K
464287705
Shares:2.7K
Value:$322.3K
UNITEDHEALTH GROUP INC
Shares:611
Value:$319.8K