Super Investors Be Like
← Home·John Armitage

John Armitage's Stock Portfolio

Concentration · Top 10

Top 10 = 71.1% of portfolio
SecurityActivityWeightHeld SinceEst. Cost
Price vs Est. Cost
as of today
History
AMZNAMAZON COM ORD
Added +45%14.78%Q3 2023$197.39+7.8%
VVISA INC
Added +37%12.47%≤ Q1 2021N/AN/A
MSFTMICROSOFT CORP
Trimmed -3%9.19%≤ Q1 2021N/AN/A
BSXBOSTON SCIENTIFIC CORP
Added +1%5.58%Q2 2025$102.76-39.1%
COFCAPITAL ONE FINL CORP
Trimmed -0.4%5.45%Q4 2024$178.87+3.0%
APHAMPHENOL CORP NEW
Trimmed -3%5.45%Q1 2025$79.73+58.6%
CRSCARPENTER TECHNOLOGY CORP
Added +13%5.31%Q1 2025$205.62+92.0%
IBKRINTERACTIVE BROKERS GROUP IN
Added +11%4.85%Q1 2024$44.70+53.5%
MCOMOODYS CORP
New4.29%Q4 2025$486.29-8.7%
GOOGALPHABET INC
New3.68%Q4 2025$286.13+4.0%
CMECME GROUP INC
Trimmed -0.4%3.50%Q4 2024$224.37+37.5%
CRHCRH PLC
Trimmed -47%3.07%Q4 2023$65.52+62.3%
VMCVULCAN MATLS CO
New2.98%Q4 2025$292.59-3.7%
MAMASTERCARD INCORPORATED
Trimmed -0.4%2.84%≤ Q1 2021N/AN/A
WYNNWYNN RESORTS LTD
New2.71%Q4 2025$123.28-16.7%
FERGFERGUSON ENTERPRISES INC
Trimmed -61%2.44%Q2 2025$187.37+27.6%
UBERUBER TECHNOLOGIES INC
New2.38%Q4 2025$90.05-19.9%
EMBJEMBRAER S.A.
Added +55%2.29%Q3 2025$58.68+8.3%
STXSEAGATE TECHNOLOGY HLDNGS PL
Trimmed -54%2.18%Q2 2025$102.43+342.5%
RNR-PGRENAISSANCERE HLDGS LTD
New1.50%Q4 2025$15.95-3.8%
NYTNEW YORK TIMES CO
New1.06%Q4 2025$61.82+37.7%
LAMRLAMAR ADVERTISING CO NEW
Trimmed -0.3%0.99%Q3 2025$119.70+7.1%
LPLALPL FINL HLDGS INC
New0.99%Q4 2025$353.22-16.6%

Closed this quarter · 9

SecurityActivityPreceding WeightHeld SinceEst. Cost History
PGRPROGRESSIVE CORP
Sold6.74%Q2 2024$202.48
METAMETA PLATFORMS INC
Sold4.19%Q1 2023$195.91
FLUTTER ENTMT PLC
Sold3.78%Q2 2024
ARCH CAP GROUP LTD
Sold3.36%Q3 2023
ICEINTERCONTINENTAL EXCHANGE IN
Sold1.84%Q4 2024$157.69
CPCANADIAN PACIFIC KANSAS CITY
Sold1.59%Q2 2023$77.43
ARMKARAMARK
Sold1.30%Q3 2024$36.28
TRUTRANSUNION
Sold1.29%Q3 2025$90.43
FCNCAFIRST CTZNS BANCSHARES INC D
Sold0.89%Q2 2021$1,025