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HOLDERNESS INVESTMENTS CO 13F portfolio summary

HOLDERNESS INVESTMENTS CO of HOLDERNESS INVESTMENTS CO has 252 current stock holdings with a reported portfolio value of $497.9M. The portfolio 1 year return is +20.97%. Top holdings include SPY (0.00%), KRP (0.00%), SBR (0.00%), QQQ (0.00%), AAPL (6.09%).

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HOLDERNESS INVESTMENTS CO

HOLDERNESS INVESTMENTS CO
Latest filing: 2026-03-31

HOLDERNESS INVESTMENTS CO runs HOLDERNESS INVESTMENTS CO and currently holds 252 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $497.94M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOLDERNESS INVESTMENTS CO ranks #718 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOLDERNESS INVESTMENTS CO's portfolio at HOLDERNESS INVESTMENTS CO has delivered returns of +20.97%. Their 3-year annualized return is +59.34%. Looking at the 5-year horizon, HOLDERNESS INVESTMENTS CO has achieved +61.39% annualized returns at HOLDERNESS INVESTMENTS CO.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.97%
#615/1000
3 Year
+59.34%
#678/1000
5 Year
+61.39%
#673/1000

Portfolio Value

$497.94M

Alpha Score

46.5

#718 of 1000

Holdings

252

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change