BESSEMER GROUP INC

Holdings as of 2026-06-30, filed 2026-08-12

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 43 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
10,064
Value reported by manager
$72.7M
Sum of our stored positions
$72.7M
should match the line above
Disclosure lag
43 d
quarter end to filing
Top 5 concentration
23.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPSC$3.6M17,765,38967066G104
APPLE INCSC$2.5M8,688,818037833100
ALPHABET INC CLASS CSC$2.5M7,047,31302079K107
AMAZON.COM INCSC$1.8M7,353,045023135106
MICROSOFT CORPSC$1.6M4,352,357594918104
BROADCOM INCSC$1.3M3,315,57411135F101
JPMORGAN CHASE & COSC$962.8K2,941,26446625H100
META PLATFORMS INCSC$950.8K1,687,89330303M102
ELI LILLY & COSC$807.2K673,022532457108
APPLIED MATERIALSSC$717.9K992,955038222105
NEXTERA ENERGY INCSC$628.3K7,158,13365339F101
TESLA INCSC$571.3K1,358,19888160R101
TAIWAN SEMI MFG CO ADRSA$555K1,162,143874039100
ADVANCED MICRO DEVICES INCSC$535.6K921,966007903107
ABBVIE INCSC$482.3K1,916,72500287Y109
NVIDIA CORPSC$473.8K2,368,04467066G104
KLA CORPORATIONSC$472.5K1,566,013482480100
BANK OF AMERICA CORPSC$471.5K8,274,906060505104
ROUNDHILL MEMORY ETFFET$463.1K6,270,87177926X320
COSTCO WHSL CORP NEWSC$449.5K480,48422160K105
CISCO SYSTEMS INCSC$423.2K3,602,67017275R102
VISA INCSC$402.5K1,173,12592826C839
CHEVRON CORPSC$398.9K2,406,352166764100
MICRON TECHNOLOGY INCSC$398.6K345,302595112103
ISHRS MSCI EAFE IND FNDFEN$381K3,668,136464287465
LAM RESEARCH CORPSC$380K876,851512807306
INTEL CORPSC$376.4K2,695,508458140100
CATERPILLAR INCSC$374.3K351,496149123101
MCDONALDS CORPSC$371.3K1,373,732580135101
HOWMET AEROSPACE INCSC$361.4K1,344,249443201108
CAPITAL ONE FINANCIALSC$348.7K1,738,17414040H105
APPLE INCSC$347.1K1,199,714037833100
ALPHABET INC CLASS CSC$333K942,57302079K107
ISHARES TR S&P 500 INDEXFET$328.4K438,509464287200
WALMART INCSC$313.2K2,765,733931142103
CENCORA INCSC$300.6K1,062,16703073E105
CITIGROUP INCSC$290.7K2,077,228172967424
BOEING COMPANYSC$288.5K1,332,901097023105
ALPHABET INC. CLASS ASC$268.2K750,55302079K305
VANECK JR GOLD MINERS ETFFEN$262.7K2,673,56592189F791
XPO INCSC$254.9K1,241,641983793100
LIVE NATION ENTERTMNT INCSC$253.1K1,382,022538034109
MICROSOFT CORPSC$245.8K659,068594918104
DOORDASH INCSC$244.1K1,323,04725809K105
CARNIVAL CORP LTDSNC$242.1K8,472,890G2004J103
AMAZON.COM INCSC$239.6K1,005,356023135106
VANGUARD S&P 500 ETFFET$231.2K336,654922908363
US FOODS HOLDING CORPSC$226.6K2,216,091912008109
EXXON MOBIL CORPSC$224.9K1,644,76830231G102
NVIDIA CORPSC$222.1K1,110,02867066G104
ISHARES J.P. MORGAN USD EMERGISC$213K2,208,194464288281
TAKE-2 INTERACTIVESC$212.4K849,812874054109
ARGENX SE ADRSA$210.9K227,26704016X101
BANK OF MONTREAL QUEBECSN$208.7K1,182,502063671101
KEYSIGHT TECHNOLOGIES INCSC$205.1K585,86549338L103
MORGAN STANLEY GRP INCSC$204.9K980,273617446448
LINDE PLCSNC$202.3K389,808G54950103
CANADIAN PACIFIC KANSAS CISN$199.6K2,305,30413646K108
SPOTIFY TECHNOLOGY SASNC$199.1K433,643L8681T102
NETFLIX INCSC$198K2,772,75464110L106
GLOBALFOUNDRIES INCSNC$196.3K2,382,079G39387108
INTERACTIVE BROKERSC$195.7K2,248,42345841N107
GE VERNOVA LLCSC$194.9K165,90536828A101
COCA COLA EUROPAC PART PLCSNC$192.2K1,920,901G25839104
QUANTA SERVICES INCSC$192K266,68674762E102
AMERICAN ELECTRIC POWER COSC$191.3K1,398,137025537101
PROLOGIS INCSRE$190.8K1,408,62574340W103
KINDER MORGAN INCSC$186.6K5,836,95949456B101
CADENCE DESIGN SYSTEMS INCSC$181.6K483,870127387108
ASML HOLDING NV ADRSA$181.4K91,199N07059210
ALPHABET INC CLASS CSC$181.2K512,73802079K107
BROADCOM INCSC$180.6K478,16411135F101
AMEREN CORPSC$179.7K1,589,579023608102
CARLISLE COSSC$176.3K486,138142339100
CLEAN HARBORS INCSC$173.3K580,017184496107
VERIZON COMMUNICATIONSSC$170.8K4,034,45892343V104
INTERNATIONAL PAPERSC$169.2K4,441,126460146103
HILTON WORLDWIDE HOLDINGSSC$168.3K509,26143300A203
EATON CORP PLCSNC$167.8K393,685G29183103
STERIS PLCSNC$167.5K795,274G8473T100
APPLE INCSC$165.9K573,220037833100
HOME DEPOTSC$165.6K469,653437076102
TEXAS INSTRUMENTS INCSC$164.6K552,253882508104
ISHARES TR S&P 500 INDEXFET$163.3K218,039464287200
WABTEC CORPSC$160.2K594,077929740108
TEVA PHARM INDS LTD ADRSA$159K4,692,651881624209
ATI INCSC$157.7K800,32101741R102
REPUBLIC SERVICES INCSC$155.9K731,813760759100
NVIDIA CORPSC$154.3K771,39367066G104
MACOM TECHNOLOGY SOLUTIONSSC$154K404,77455405Y100
INTERCONTINENTAL EXCHG INCSC$153.8K1,249,17345866F104
GILEAD SCIENCESSC$153.6K1,215,432375558103
ISHARES MBS ETFSC$151.9K1,607,000464288588
SIMON PROP GROUPSC$151.3K676,628828806109
VANGUARD FTSE ALLFEN$150.6K976,254922042718
PALO ALTO NETWORKS INCSC$148.8K436,383697435105
INTUITIVE SURGICALSC$146.6K368,60046120E602
UL SOLUTIONS INCSC$145.5K1,428,868903731107
MEDTRONIC PLCSNC$145.5K1,859,574G5960L103
CONOCOPHILLIPSSC$144.9K1,394,12720825C104
CRH PLCSNC$144.9K1,354,110G25508105
LABCORP HLDGSSC$144.8K517,183504922105
VANGUARD S&P 500 ETFFET$144.6K210,514922908363
SAIA INC COMSC$143.6K341,04878709Y105
ST STR SPDR S&P BIOTEC ETFFET$143.6K907,43578464A870
UNION PACIFIC CORPSC$143.4K527,070907818108
META PLATFORMS INCSC$141.1K250,45230303M102
BLOOM ENERGY CORPSC$140.6K464,501093712107
METLIFE INC COMSC$140.6K1,661,44259156R108
L3 HARRIS TECHNOLOGIES INCSC$138.8K477,775502431109
KENVUE INCSC$138.6K7,251,13149177J102
NVIDIA CORPSC$138.3K690,97967066G104
CARDINAL HEALTH INCSC$138.1K581,15414149Y108
STANDARDAERO INCSC$137.2K4,588,30985423L103
JPMORGAN CHASE & COSC$135.1K412,60646625H100
SEAGATE TECHNOLOGYSNC$135K139,886G7997R103
MICROSOFT CORPSC$134.5K360,625594918104
API GROUP CORPSC$132K3,117,21300187Y100
TEXAS ROADHOUSE INCSC$131.6K681,032882681109
NASDAQ INC.SC$129.5K1,642,410631103108
STATE STREET SPDR BLOOMBERG COSC$129.4K1,200,30378464A359
MEDLINE INCSC$129.2K3,276,66658507V107
REGAL REXNORD CORPSC$127.4K535,020758750103
PHILIP MORRIS INTL INCSC$127.3K703,573718172109
MSCI INCSC$126.3K225,55955354G100
FIRSTCASH HOLDINGS INCSC$125.6K580,50533768G107
ST STR SPDR S&P REG BK ETFFET$122.5K1,636,27578464A698
APPLIED MATERIALSSC$122.5K169,387038222105
TRADEWEB MARKETS INCSC$122.2K1,226,322892672106
CROWDSTRIKE HOLDINGS INCSC$121.5K159,23722788C105
BERKSHIRE HATHAWAY CL BSC$121.4K242,659084670702
AMAZON.COM INCSC$120.7K506,446023135106
CDN IMPERIAL BK COMMERSN$120.2K1,045,710136069101
ISHARES S&P SMCAP 600 INDXFET$119.9K808,450464287804
NORTHROP GRUMMAN CORPSC$119.4K234,392666807102
AMETEK INC NEWSC$118.2K488,634031100100
IDEXX LABS CORPSC$116.6K221,47145168D104
VANGUARD TOT WORLD STKFET$114.9K732,390922042742
J B HUNT TRANSPORT SVCSSC$114.5K395,682445658107
BAKER HUGHES COMPANYSC$114.1K2,056,19405722G100
WEC ENERGY GROUP INCSC$114.1K977,22392939U106
MEDPACE HOLDINGSSC$114K215,28058506Q109
ALPHABET INC CLASS CSC$114K322,64002079K107
MERCK & CO INC NEWSC$113.6K884,11158933Y105
RBC BEARING INC COMSC$109.1K169,45875524B104
FEDEX CORPSC$108.1K345,26231428X106
WILLIAMS COMPANIES INCSC$107.1K1,441,019969457100
APPLE INCSC$107K369,911037833100
ARES MANAGEMENT CORPSC$106.7K958,36803990B101
FORTINET INCSC$106.2K691,41334959E109
BROOKFIELD CORPORATIONSNC$105.4K2,475,62411271J107
STEEL DYNAMICSSC$105.2K458,466858119100
ESAB CORPSC$105.1K1,066,05329605J106
UNITEDHEALTH GROUP INCSC$105K252,70591324P102
PFIZER INCSC$104.9K4,354,745717081103
CARPENTER TECHNOLOGYSC$104.7K169,745144285103
COCA-COLA COMPANYSC$104.5K1,286,433191216100
ELI LILLY & COSC$103.4K86,245532457108
APPLE INCSC$102.9K355,439037833100
ALPHABET INC CLASS CSC$101.6K287,63602079K107
ISHARES CORE MSCI EM MKTSFEN$100.6K1,214,14346434G103
AXON ENTERPRISE INCSC$99.9K178,28605464C101
CANADIAN NATIONAL RAILSN$98.6K827,786136375102
INTERNATIONAL BUS MACHINESSC$98.6K350,513459200101
SCHWAB INTERNATIONAL EQUITFEN$98.4K3,552,923808524805
RAMBUS INCSC$98.2K739,610750917106
ISHARES TECH-SOFTWARE ETFFET$97.9K1,080,189464287515
BROADCOM INCSC$97.4K257,86111135F101
TAIWAN SEMI MFG CO ADRSA$96.7K202,416874039100
ISHARES CORE MSCI INTERNATFEN$96.3K1,081,93746435G326
DUKE ENERGY HLDG CORPSC$96.3K760,49426441C204
CORNING INCSC$94.2K368,707219350105
BJS WHOLESALE CLUB HOLDINSC$92.9K1,064,79305550J101
PROCTER & GAMBLE COSC$91.9K626,401742718109
ISHRS MSCI EAFE IND FNDFEN$88.9K856,116464287465
ISHARES TR S&P 500 INDEXFET$88.6K118,287464287200
JOHNSON & JOHNSONSC$88.1K346,693478160104
ISHARES TR S&P 500 INDEXFET$88K117,471464287200
ISHARES MSCI JAPAN INDXFEN$87.6K939,40246434G822
NEXTERA ENERGY INCSC$87.2K993,51465339F101
NVIDIA CORPSC$86.6K432,72567066G104
ST STR UTILITIES SELECTFET$86.1K1,899,74181369Y886
ABBVIE INCSC$86K341,58400287Y109
APPLIED MATERIALSSC$85.2K117,891038222105
VANGUARD FTSE DEVL ETFFEN$82.4K1,156,788921943858
CORE & MAIN INCSC$81.8K1,695,36321874C102
BANK OF AMERICA CORPSC$81.7K1,434,473060505104
STATE STREET SPDR S&P 500FET$81.6K109,23178462F103
TRANSUNIONSC$81.2K1,125,06389400J107
META PLATFORMS INCSC$80.9K143,67630303M102
AMAZON.COM INCSC$80.6K338,182023135106
VANGUARD GROWTH FDSFET$78.6K911,904922908736
MICROSOFT CORPSC$78.5K210,513594918104
ISHRS MSCI EAFE IND FNDFEN$77.9K749,705464287465
LUMENTUM HSC$77.6K90,47855024U109
REDDIT INCSC$76.9K442,88075734B100
CLOUDFLARE INCSC$76.4K311,61818915M107
VISA INCSC$76.2K222,15292826C839
ABBOTT LABORATORIESSC$76K837,112002824100
SHOPIFY INCSNC$75.2K658,93182509L107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-12