You're signed outSign in or to get full access.
Holderness Investments Co.
Holderness Investments Co is an independent Registered Investment Adviser based in Greensboro, North Carolina. The firm serves primarily high net worth individuals and other individual clients, managing a variety of separate accounts. As of March 2025, Holderness manages approximately $621 million in assets for 750 accounts. The firm employs around 8 staff members, with most being investment professionals, and has a multi-decade track record of serving investors in the Southeastern United States.
Investment Strategy
Holderness Investments Co uses a long-only, separately managed account approach focused on US equities and diversified portfolios. The firm tailors investment strategies to the objectives, risk tolerance, and time horizon of each client, with significant diversification across sectors and concentration in leading technology and blue-chip stocks. Accounts are broadly managed with a discretionary mandate, targeting long-term growth and capital preservation for individuals and select institutions.
Latest 13F Filing Activity
Holderness Investments Co. filed their most recent 13F report on Jun 30, 2025 disclosing 249 equity positions with a total 13F market value of $465M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Holderness Investments Co. reduced exposure to Apple Inc., Unitedhealth Group Inc., Merck & Co. Inc. among others.
Top Holdings
Equity Positions (249)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.55% | $35.1M | 70,526 | $146.54 | $497.41 | +$8.8M |
A AAPL | APPLE INC | 5.41% | $25.2M | 122,693 | $81.14 | $205.17 | -$2.3M |
N NVDA | NVIDIA CORPORATION | 5.38% | $25.0M | 158,193 | $6.36 | $157.99 | +$6.2M |
A AMZN | AMAZON COM INC | 3.50% | $16.3M | 74,241 | $76.99 | $219.39 | +$2.2M |
Q QQQ | INVESCO QQQ TR | 2.62% | $12.2M | 22,098 | $385.46 | $551.64 | -$115.0K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more