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Biondo Investment Advisors, LLC
Biondo Investment Advisors, LLC is a registered investment adviser headquartered in Milford, Pennsylvania. Founded in 2004 by Joseph R. Biondo, the firm is wholly owned by The Biondo Group, LLC and led by Joseph P. Biondo (CEO and CIO), with a team of senior portfolio managers. Biondo provides investment supervisory and advisory services to individuals (both high net worth and otherwise), investment companies, charitable organizations, government entities, and corporations. As of March 2025, the firm manages approximately $1.1 billion in assets and employs around 17 people. Biondo serves clients primarily in the United States, focusing on bespoke investment management services.
Investment Strategy
Biondo Investment Advisors, LLC focuses on providing investment supervisory services, with about 94% of assets managed on a discretionary basis. The firm offers a range of investment advisory solutions, tailoring portfolios primarily to high net worth individuals but also working with other institutional and retail clients. The investment approach emphasizes long-term growth and risk management, leveraging the experience of its principals who have managed the flagship Growth Strategy since 1991. Biondo utilizes a disciplined, research-driven investment process to construct diversified portfolios across equities and related asset classes, aiming for sustainable capital appreciation while considering clients’ risk tolerance and financial objectives.
Latest 13F Filing Activity
Biondo Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 89 equity positions with a total 13F market value of $759M. The fund increased holdings in Nvidia Corporation, Novo-nordisk A S, Idexx Labs Inc. among other positions. Biondo Investment Advisors, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Bristol-myers Squibb Co. among others.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ISRG | INTUITIVE SURGICAL INC | 8.80% | $66.7M | 122,773 | $254.26 | $543.41 | +$5.2M |
N NVDA | NVIDIA CORPORATION | 7.26% | $55.0M | 348,377 | $23.23 | $157.99 | +$16.7M |
A AAPL | APPLE INC | 6.08% | $46.1M | 224,752 | $26.62 | $205.17 | -$4.0M |
M MA | MASTERCARD INCORPORATED | 5.34% | $40.5M | 72,049 | $94.16 | $561.94 | +$640.5K |
| ALPHABET INC | 4.18% | $31.7M | 179,881 | $106.26 | $176.23 | +$3.7M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Founder, Senior Portfolio Manager | Milford, PA , United States | |
 | Partner*Research Analyst*Portfolio Manager | Milford, PA , United States | |
 | Equity Research Associate | Sparta Township, NJ , United States |
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