Data as of Q4 2025 (Dec 31, 2025)

J. Stern & Co. LLP

•CIK: 2011335•Filing: Q4 2025

J. Stern & Co. LLP, led by the seasoned investor John Stern, manages $1.2 trillion with a focus on tech and growth stocks, as evidenced by top holdings like NVDA and GOOG. Recently, the fund has made notable moves by adding TE Connectivity and significantly increasing positions in NKE and AMT, reflecting a strategy of capitalizing on industrial and consumer staples growth.

Total AUM
$1.2T
QoQ Performance
+88685.0%
Positions
43
Top 10 Concentration
65.9%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
GOOG
AMZN
APH
MA
META
RTX
ETN
NVDA10.7%
GOOG9.6%
AMZN7.5%
APH6.5%
MA6.2%
META5.9%
RTX5.3%
ETN5.0%

📈 Biggest Buys

NVDA
Nvidia
+13709.1%
10.7% of portfolio
GOOG
Alphabet Class C
+28482.8%
9.6% of portfolio
AMZN
Amazon
+20598.0%
7.5% of portfolio
APH
Amphenol
+9435.8%
6.5% of portfolio
MA
Mastercard
+53535.0%
6.2% of portfolio

📉 Biggest Sells

LIN
Linde Plc
-10.2%
0.1% of portfolio

Sector Breakdown

Technology30.6%
Other27.3%
Consumer12.4%
Industrial9.9%
Financial6.9%
Healthcare6.4%
Communication3.3%
Real Estate3.2%

Changes from Q3 2025

NEW1 new position
↑41 increased
↓1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVDA10.7%
Nvidia
$125.8B
GOOG9.6%
Alphabet Class C
$112.1B
AMZN7.5%
Amazon
$88.0B
APH6.5%
Amphenol
$76.8B
MA6.2%
Mastercard
$72.6B

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.