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Asset Manager ← All Institutions

EFG Asset Management (North America) Corp.

Q4 2025 · Filed 2025-11-03
Market Value
$0
-100.0%
Holdings
166
-14
New Purchases
0
Added To
0
Closed
166
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 16 $0 0%
Large Cap 82 $0 0%
Mid Cap 60 $0 0%
Small Cap 8 $0 0%

Portfolio Analytics

Avg Market Cap
$157.3B
Median Market Cap
$13.5B
Avg P/E
53.8
Median P/E
35.3
Avg Dividend Yield
0.00%
Avg Beta
1.30
# Stocks
166
# ETFs / Funds
0

Top Holdings (166 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ECG —% -$5M -56,071 -100.0% SOLD
2 LYV —% -$1M -7,290 -100.0% SOLD
3 ARES —% -$7M -42,581 -100.0% SOLD
4 DECK —% -$3M -26,185 -100.0% SOLD
5 MC —% -$5M -72,808 -100.0% SOLD
6 NOW —% -$6M -6,735 -100.0% SOLD
7 BROS —% -$2M -46,616 -100.0% SOLD
8 PJT —% -$1M -7,059 -100.0% SOLD
9 ZTS —% -$987K -6,750 -100.0% SOLD
10 VEEV —% -$7M -21,848 -100.0% SOLD
11 IQV —% -$2M -8,337 -100.0% SOLD
12 HLT —% -$7M -26,904 -100.0% SOLD
13 GRMN —% -$3M -13,965 -100.0% SOLD
14 EVR —% -$4M -10,442 -100.0% SOLD
15 GVA —% -$5M -44,701 -100.0% SOLD
16 BOX —% -$5M -166,553 -100.0% SOLD
17 ANET —% -$9M -61,972 -100.0% SOLD
18 SNOW —% -$6M -27,643 -100.0% SOLD
19 CTOS —% -$2M -274,670 -100.0% SOLD
20 SPOT —% -$3M -3,937 -100.0% SOLD
21 HD —% -$6M -13,698 -100.0% SOLD
22 WSM —% -$3M -14,593 -100.0% SOLD
23 AXP —% -$3M -9,155 -100.0% SOLD
24 CR —% -$2M -8,967 -100.0% SOLD
25 AROC —% -$2M -84,590 -100.0% SOLD
26 ANF —% -$4M -51,370 -100.0% SOLD
27 BE —% -$728K -8,596 -100.0% SOLD
28 ELF —% -$4M -30,472 -100.0% SOLD
29 RL —% -$3M -9,045 -100.0% SOLD
30 VMI —% -$5M -12,106 -100.0% SOLD
31 SPXC —% -$6M -30,764 -100.0% SOLD
32 KEX —% -$3M -31,568 -100.0% SOLD
33 PEN —% -$5M -20,192 -100.0% SOLD
34 DOCS —% -$5M -64,486 -100.0% SOLD
35 TJX —% -$7M -49,200 -100.0% SOLD
36 SYK —% -$1M -3,968 -100.0% SOLD
37 DKS —% -$3M -13,706 -100.0% SOLD
38 DY —% -$6M -20,293 -100.0% SOLD
39 INSP —% -$2M -27,634 -100.0% SOLD
40 LTH —% -$4M -128,246 -100.0% SOLD
41 CNS —% -$2M -29,582 -100.0% SOLD
42 BX —% -$8M -44,092 -100.0% SOLD
43 ONTO —% -$2M -11,990 -100.0% SOLD
44 RXO —% -$3M -205,089 -100.0% SOLD
45 ROK —% -$3M -8,630 -100.0% SOLD
46 V —% -$5M -14,717 -100.0% SOLD
47 ETN —% -$5M -13,871 -100.0% SOLD
48 WK —% -$4M -52,063 -100.0% SOLD
49 PWR —% -$4M -10,380 -100.0% SOLD
50 EQH —% -$2M -43,486 -100.0% SOLD
51 WAT —% -$592K -1,975 -100.0% SOLD
52 RCL —% -$2M -5,458 -100.0% SOLD
53 LLY —% -$14M -18,051 -100.0% SOLD
54 SF —% -$3M -22,244 -100.0% SOLD
55 FN —% -$6M -15,872 -100.0% SOLD
56 NOG —% -$3M -116,879 -100.0% SOLD
57 GKOS —% -$5M -56,548 -100.0% SOLD
58 SITE —% -$4M -31,713 -100.0% SOLD
59 OII —% -$4M -181,492 -100.0% SOLD
60 SHAK —% -$4M -42,229 -100.0% SOLD
61 APH —% -$1M -9,665 -100.0% SOLD
62 VMC —% -$1M -4,006 -100.0% SOLD
63 ARHS —% -$4M -331,902 -100.0% SOLD
64 HQY —% -$4M -45,147 -100.0% SOLD
65 CFR —% -$3M -19,889 -100.0% SOLD
66 MOD —% -$6M -38,676 -100.0% SOLD
67 RDDT —% -$4M -17,918 -100.0% SOLD
68 PNC —% -$3M -13,628 -100.0% SOLD
69 P —% -$4M -46,666 -100.0% SOLD
70 APPF —% -$3M -11,702 -100.0% SOLD
71 COST —% -$6M -6,702 -100.0% SOLD
72 AXON —% -$8M -11,500 -100.0% SOLD
73 CAMT —% -$5M -45,075 -100.0% SOLD
74 DDOG —% -$3M -23,301 -100.0% SOLD
75 CRDO —% -$3M -21,976 -100.0% SOLD
76 HALO —% -$6M -79,436 -100.0% SOLD
77 CVLT —% -$6M -30,285 -100.0% SOLD
78 LRCX —% -$8M -61,272 -100.0% SOLD
79 APP —% -$10M -13,672 -100.0% SOLD
80 ARGX —% -$7M -9,744 -100.0% SOLD
81 DUOL —% -$2M -5,869 -100.0% SOLD
82 AVPT —% -$3M -206,576 -100.0% SOLD
83 CELH —% -$4M -75,451 -100.0% SOLD
84 AMZN —% -$20M -89,323 -100.0% SOLD
85 BLBD —% -$5M -83,934 -100.0% SOLD
86 BBIO —% -$5M -99,726 -100.0% SOLD
87 MGNI —% -$3M -150,511 -100.0% SOLD
88 VRT —% -$10M -68,621 -100.0% SOLD
89 URI —% -$5M -5,161 -100.0% SOLD
90 MRVL —% -$9M -111,657 -100.0% SOLD
91 MDGL —% -$4M -8,294 -100.0% SOLD
92 CDNS —% -$6M -16,172 -100.0% SOLD
93 GTLB —% -$1M -26,611 -100.0% SOLD
94 EXLS —% -$3M -79,430 -100.0% SOLD
95 ALAB —% -$4M -21,561 -100.0% SOLD
96 MTSI —% -$2M -15,399 -100.0% SOLD
97 ISRG —% -$7M -14,653 -100.0% SOLD
98 CYTK —% -$4M -73,010 -100.0% SOLD
99 LPLA —% -$2M -6,642 -100.0% SOLD
100 IRTC —% -$5M -30,967 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
DY —%
LYV —%
ARES —%
DECK —%
MC —%
NOW —%
BROS —%
PJT —%
ZTS —%
VEEV —%
IQV —%
HLT —%
INSP —%
ECG —%
GVA —%
View SEC EDGAR Filings for EFG Asset Management (North America) Corp. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms