VILLERE ST DENIS J & CO LLC — 13F holdings

VILLERE ST DENIS J & CO LLC reported 85 holdings worth $838M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. LGND LIGAND PHARMACEUTICALS INC — $49.2M (5.9%)
2. JPM JPMorgan Chase & Co. — $38.3M (4.6%)
3. V Visa Inc — $34.3M (4.1%)
4. AMZN AMAZON COM INC — $32.6M (3.9%)
5. CVX CHEVRON CORP NEW — $29.8M (3.6%)
6. AAPL APPLE INC — $28.3M (3.4%)
7. PLMR PALOMAR HLDGS INC — $27.3M (3.3%)
8. JNJ JOHNSON & JOHNSON — $27.1M (3.2%)
9. LINE LINEAGE INC — $26.7M (3.2%)
10. FCX FREEPORT-MCMORAN INC — $26.7M (3.2%)