Centre Asset Management, LLC — 13F holdings

Centre Asset Management, LLC reported 70 holdings worth $389M in its 13F filing for Q1 2025, filed April 1, 2025.

Largest positions

1. AAPL APPLE INC — $26.1M (6.7%)
2. MSFT MICROSOFT CORP — $20.2M (5.2%)
3. NVDA NVIDIA CORPORATION — $19.3M (5.0%)
4. AMZN AMAZON COM INC — $14.2M (3.6%)
5. GOOG ALPHABET INC — $13.5M (3.5%)
6. PARAA PARAMOUNT GLOBAL — $11.9M (3.1%)
7. MDT MEDTRONIC PLC — $11.1M (2.9%)
8. MO ALTRIA GROUP INC — $10.4M (2.7%)
9. META META PLATFORMS INC — $10.3M (2.7%)
10. TSN TYSON FOODS INC — $9.66M (2.5%)