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John Armitage's Stock Portfolio

HoldingsMovementsAbout
EDGAR13F-HR·2026-07-21

Concentration · Top 10

Top 10 = 76.0% of portfolio
SecurityActivity ↕Weight ↕Held Since ↕Est. Cost ⓘ
Price vs Est. Cost ↕ ⓘ
as of today
History
VVISA INC
Added +4%14.13%≤ Q1 2021N/AN/A
GOOGALPHABET INC C
Trimmed -5%11.23%Q4 2025$305.31+14.5%
APHAMPHENOL CORP
Added +69%8.29%Q1 2025$53.00+62.1%
AMZNAMAZON COM INC
Added +51%8.23%Q3 2023$215.55+20.0%
MCOMOODYS CORP
Added +10%7.46%Q4 2025$476.52-2.6%
NVDANVIDIA CORPORATION
Added +28%6.61%Q1 2026$188.27+21.4%
MDLNMEDLINE INC
Added +277%6.28%Q1 2026$41.32-13.6%
VMCVULCAN MATLS CO
Added +11%5.62%Q4 2025$292.48-16.7%
CRHCRH PLC
Added +59%4.53%Q4 2023$87.87-8.8%
AMATAPPLIED MATLS INC
New3.64%Q2 2026$461.39+0.6%
IBKRINTERACTIVE BROKERS GROUP IN
Trimmed -34%3.47%Q1 2024$44.70+95.7%
DVNDEVON ENERGY CORP NEW
Added +16%3.02%Q1 2026$43.21+16.2%
FERGFERGUSON ENTERPRISES INC
Added +59%2.31%Q2 2025$207.29+7.5%
EFXEQUIFAX INC
New2.27%Q2 2026$170.45-12.5%
EMBJEMBRAER SA
Added +14%2.09%Q3 2025$59.00+21.8%
MAMASTERCARD INCORPORATED
Trimmed -21%1.80%≤ Q1 2021N/AN/A
LAMRLAMAR ADVERTISING CO
Added +0.2%1.64%Q3 2025$123.12+18.9%
UBERUBER TECHNOLOGIES INC
Trimmed -50%1.62%Q4 2025$84.50-15.6%
LINLINDE PLC
Trimmed -72%1.51%Q1 2026$470.64+4.6%
AWIARMSTRONG WORLD INDS INC NEW
Added +107%1.43%Q1 2026$172.43-4.5%
SPGIS&P GLOBAL INC
New1.39%Q2 2026$398.92+2.8%
VSTVISTRA CORP
New0.74%Q2 2026$155.14+4.7%
RIOTRIOT PLATFORMS INC
New0.69%Q2 2026$22.54-26.1%

Closed this quarter · 6

SecurityActivityPreceding WeightHeld SinceEst. Cost ⓘHistory
CRSCARPENTER TECHNOLOGY CORP
Sold5.82%Q1 2025$205.62
CMECME GROUP INC
Sold3.88%Q4 2024$224.55
CNQCANADIAN NAT RES LTD MED TER
Sold3.08%Q1 2026$40.82
ACGLOARCH CAP GROUP LTD
Sold1.19%Q3 2023$20.41
RNR-PGRENAISSANCERE HLDGS LTD
Sold1.05%Q1 2023$15.95
NYTNEW YORK TIMES CO-A-
Sold0.90%Q4 2025$61.82