Breed's Hill Capital LLC — 13F holdings

Breed's Hill Capital LLC reported 241 holdings worth $208M in its 13F filing for Q2 2025, filed August 8, 2025.

Largest positions

  1. VTI VANGUARD INDEX FDS — $38.0M (18.3%)
  2. NVDA NVIDIA CORPORATION — $14.4M (6.9%)
  3. VEA VANGUARD TAX-MANAGED FDS — $13.3M (6.4%)
  4. VTV VANGUARD INDEX FDS — $9.63M (4.6%)
  5. IWF ISHARES TR — $7.95M (3.8%)
  6. VGT VANGUARD WORLD FD — $7.61M (3.7%)
  7. AAPL APPLE INC — $7.58M (3.7%)
  8. AVGO BROADCOM INC — $6.52M (3.1%)
  9. SPDW SPDR INDEX SHS FDS — $5.19M (2.5%)
  10. MSFT MICROSOFT CORP — $4.75M (2.3%)