13F Filings History of STANSBERRY ASSET MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$987,297,031
Signature - Title
Jeffrey S. Sargent - Chief Compliance Officer
Location
Westlake, TX
Summary
This page shows a list of all the recent 13F filings made by STANSBERRY ASSET MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. STANSBERRY ASSET MANAGEMENT, LLC reported 145 stock holdings with total value $987,297,031 as of Q4 2025. Top holdings included GOOGL, AMZN, AXS, MKL, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 145 $987,297,031 +$115,768,037 -$114,158,553 +$1,609,484 GOOGL, AMZN, AXS, MKL, SGOV 13F-HR 17 Feb 2026, 14:03
Q3 2025 144 $955,873,746 +$141,507,160 -$147,527,418 -$6,020,258 GOOGL, AMZN, AXS, SGOV, MSFT 13F-HR 14 Nov 2025, 11:33
Q2 2025 141 $915,059,678 +$194,086,780 -$167,112,705 +$26,974,075 AXS, V, MSFT, WRB, SGOV 13F-HR 14 Aug 2025, 13:04
Q1 2025 128 $832,639,345 +$122,450,759 -$66,712,496 +$55,738,263 SGOV, WRB, AXS, V, SHEL 13F-HR 14 May 2025, 12:40
Q4 2024 123 $770,298,120 +$80,587,876 -$99,981,849 -$19,393,973 GOOGL, AMZN, AXS, WRB, V 13F-HR 13 Feb 2025, 17:51
Q3 2024 125 $800,716,543 +$69,775,442 -$82,635,114 -$12,859,672 CPRI, GOOGL, AMZN, WRB, SHEL 13F-HR 14 Nov 2024, 13:27
Q2 2024 127 $762,510,399 +$93,944,973 -$58,901,042 +$35,043,931 GOOGL, CPRI, SHEL, WRB, AMZN 13F-HR 13 Aug 2024, 19:31
Q1 2024 123 $741,071,543 +$119,189,166 -$33,418,248 +$85,770,918 CPRI, GOOGL, WRB, SHEL, TKR 13F-HR 14 May 2024, 17:59
Q4 2023 112 $601,839,623 +$88,872,512 -$113,231,150 -$24,358,638 CPRI, GOOGL, TKR, SHEL, CVS 13F-HR 13 Feb 2024, 17:49
Q3 2023 109 $571,348,926 +$131,359,258 -$87,148,242 +$44,211,016 GOOGL, SHEL, AXS, CVS, TKR 13F-HR 14 Nov 2023, 16:50
Q2 2023 93 $546,046,011 +$72,536,042 -$62,527,338 +$10,008,704 ATVI, BKI, SHEL, AXS, GOOGL Restatement 17 Aug 2023, 12:14
Q1 2023 100 $516,051,594 +$77,294,315 -$59,505,050 +$17,789,265 ATVI, AXS, SHEL, LMT, BKI 13F-HR 12 May 2023, 13:16
Q4 2022 103 $483,471,998 +$65,891,100 -$57,520,316 +$8,370,784 BKI, CVS, ATVI, LMT, SHEL 13F-HR 13 Feb 2023, 17:43
Q3 2022 99 $462,921,000 +$109,877,275 -$79,866,479 +$30,010,796 CVS, GOOGL, ATVI, BXMT, SHEL 13F-HR 14 Nov 2022, 10:01
Q2 2022 109 $469,893,000 +$74,114,807 -$62,087,419 +$12,027,388 GOOGL, CVS, AXS, LMT, SHEL 13F-HR 12 Aug 2022, 18:06
Q1 2022 101 $563,783,000 +$143,090,994 -$101,802,688 +$41,288,306 AMZN, GOOGL, CVS, MSFT, LMT 13F-HR 13 May 2022, 19:02
Q4 2021 91 $535,122,000 +$94,216,380 -$84,833,481 +$9,382,899 AMZN, GOOGL, LMT, MSFT, CVS 13F-HR 11 Feb 2022, 18:44
Q3 2021 85 $497,380,000 +$176,368,040 -$71,669,948 +$104,698,092 AMZN, DIS, MSFT, LMT, AJRD 13F-HR 12 Nov 2021, 18:32
Q2 2021 51 $413,877,000 +$45,746,375 -$30,372,166 +$15,374,209 AMZN, DIS, MSFT, LMT, PARA 13F-HR 13 Aug 2021, 18:38
Q1 2021 47 $378,176,000 +$43,395,192 -$37,260,185 +$6,135,007 AMZN, DIS, MSFT, PARA, GDX 13F-HR 17 May 2021, 10:10
Q4 2020 42 $356,190,000 +$52,289,938 -$20,987,398 +$31,302,540 AMZN, DIS, GDXJ, GDX, MSFT 13F-HR 12 Feb 2021, 18:46
Q3 2020 39 $292,520,000 +$57,399,589 -$16,277,613 +$41,121,976 AMZN, GDX, GDXJ, IMMU, MSFT 13F-HR 13 Nov 2020, 18:12
Q2 2020 34 $232,392,000 +$61,838,689 -$63,442,268 -$1,603,579 AMZN, GDX, GDXJ, GOLD, DIS 13F-HR 13 Aug 2020, 17:43
Q1 2020 34 $190,252,000 +$113,945,793 -$150,793,242 -$36,847,449 TIF, AMZN, AGN, GDXJ, GOLD 13F-HR 14 May 2020, 18:16
Q4 2019 51 $245,674,000 +$53,389,052 -$49,473,504 +$3,915,548 HSY, AGN, GOOGL, GDXJ, FOX 13F-HR 13 Feb 2020, 19:01
Q3 2019 47 $226,251,000 +$26,877,916 -$55,904,374 -$29,026,458 CELG, HSY, ONCE, GDXJ, K 13F-HR 13 Nov 2019, 19:01
Q2 2019 51 $253,913,000 +$62,640,401 -$72,361,522 -$9,721,121 CELG, RHT, ONCE, HSY, MO 13F-HR 13 Aug 2019, 18:49
Q1 2019 63 $259,895,000 +$128,473,815 -$91,664,561 +$36,809,254 CELG, MO, HSY, RHT, TRGP 13F-HR 14 May 2019, 18:08
Q4 2018 65 $211,593,000 +$106,557,842 -$236,392,338 -$129,834,496 FOX, TSRO, QCOM, HSY, RHT 13F-HR 14 Feb 2019, 11:33
Q3 2018 81 $356,128,000 +$183,842,482 -$141,024,004 +$42,818,478 AET, ESRX, FOX, QCOM, SHPG 13F-HR 13 Nov 2018, 18:47
Q2 2018 92 $301,355,000 +$139,821,915 -$34,521,405 +$105,300,510 GGP, AABA, DPS, GDX, AHL 13F-HR 13 Aug 2018, 18:12
Q1 2018 68 $185,467,000 +$74,646,718 -$101,025,539 -$26,378,821 AABA, GDX, MON, RL, BA 13F-HR 14 May 2018, 18:14
Q4 2017 76 $207,372,000 $0 $0 $0 AABA, MON, BA, MO, BECN 13F-HR 12 Feb 2018, 15:48