Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest JustInvest LLC Stock Portfolio

JustInvest LLC Performance:
2025 Q4: 2.29%YTD: 16.23%2024: 24.53%
Performance for 2025 Q4 is 2.29%, and YTD is 16.23%, and 2024 is 24.53%.

About JustInvest LLC and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vanguard Personalized Indexing Management, LLC reported an equity portfolio of $10.3 Billions as of 31 Dec, 2025.

The top stock holdings of Vanguard Personalized Indexing Management, LLC are NVDA, AAPL, MSFT. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 6.2% of portfolio in APPLE INC.

The fund managers got completely rid off TOTALENERGIES SE (TTE), UNILEVER PLC (UL) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ORGANON & CO (OGN), FRANKLIN STR PPTYS CORP (FSP) and DUPONT DE NEMOURS INC (DD). Vanguard Personalized Indexing Management, LLC opened new stock positions in TOTALENERGIES SE, UNILEVER PLC (UL) and CLEARWATER ANALYTICS HLDGS I (CWAN). The fund showed a lot of confidence in some stocks as they added substantially to ROCKET COS INC (RKT), ALIGHT INC (ALIT) and TEXAS PACIFIC LAND CORPORATI (TPL).

JustInvest LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Vanguard Personalized Indexing Management, LLC made a return of 2.29% in the last quarter. In trailing 12 months, it's portfolio return was 16.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
totalenergies se6,247,370
unilever plc5,446,320
qnity electronics inc2,678,200
New stocks bought by JustInvest LLC

Additions

Ticker% Inc.
rocket cos inc245
cooper cos inc82.85
constellation brands inc72.18
kkr & co inc50.04
posco holdings inc44.5
brookfield corp41.74
omnicom group inc40.08
united parcel service inc35.89
Additions to existing portfolio by JustInvest LLC

Reductions

Ticker% Reduced
dupont de nemours inc-59.71
vici pptys inc-26.41
public storage oper co-26.31
mondelez intl inc-24.69
workday inc-24.39
hp inc-24.05
kimberly-clark corp-22.58
crowdstrike hldgs inc-21.15
JustInvest LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by JustInvest LLC

Sector Distribution

Vanguard Personalized Indexing Management, LLC has about 31.7% of it's holdings in Technology sector.

Sector%
Technology31.7
Financial Services11
Others9.8
Consumer Cyclical9.6
Communication Services9.3
Healthcare8.8
Industrials7.7
Consumer Defensive4.1
Energy2.6
Utilities2
Real Estate1.7
Basic Materials1.4

Market Cap. Distribution

Vanguard Personalized Indexing Management, LLC has about 86% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP52.8
LARGE-CAP33.2
UNALLOCATED9.8
MID-CAP3.7

Stocks belong to which Index?

About 83.1% of the stocks held by Vanguard Personalized Indexing Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50080.6
Others16.9
RUSSELL 20002.5
Top 5 Winners (%)%
TERN
terns pharmaceuticals inc
386.0 %
alto neuroscience inc
337.2 %
AXTI
axt inc
260.8 %
t1 energy inc
197.7 %
VTYX
ventyx biosciences inc
188.9 %
Top 5 Winners ($)$
GOOG
alphabet inc
77.5 M
LLY
eli lilly & co
39.4 M
AAPL
apple inc
39.1 M
GOOG
alphabet inc
38.4 M
MU
micron technology inc
17.4 M
Top 5 Losers (%)%
TPL
texas pacific land corporati
-60.0 %
SMR
nuscale pwr corp
-59.6 %
QURE
uniqure nv
-58.8 %
CORT
corcept therapeutics inc
-57.6 %
TNYA
tenaya therapeutics inc
-56.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-39.0 M
ORCL
oracle corp
-24.0 M
META
meta platforms inc
-23.9 M
NFLX
netflix inc
-18.4 M
HD
home depot inc
-8.7 M

JustInvest LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of JustInvest LLC

Vanguard Personalized Indexing Management, LLC has 1971 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Vanguard Personalized Indexing Management, LLC last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions