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Villere ST Denis J & Co. LLC

CIK:0001113629
Investment Adviser
$2B AUM
81 holdings
New Orleans, LA, United States
Founded:1911
12 employees
Latest filing:Jun 30, 2025

St. Denis J. Villere & Company LLC (commonly known as Villere) is a long-standing investment advisory firm headquartered in New Orleans, Louisiana, United States. Founded in 1911, Villere has been family-operated across four generations. The firm provides investment advice and management for individuals, institutions, retirement plans, IRAs, and operates its own mutual funds (such as the Villere Balanced Fund and Villere Equity Fund). As of 2025, Villere manages $1.531 billion in assets with an estimated small, close-knit staff and remains dedicated to serving a variety of client needs through personalized portfolio management.

Investment Strategy

Villere’s strategy emphasizes a traditional investment approach, focusing on publicly traded equities, fixed income, and preferred stocks managed on both discretionary and non-discretionary bases. The firm tailors portfolios to each client's objectives, seeking long-term growth, income, or capital preservation as appropriate. Investments are primarily in common and preferred stocks, government securities, and high-quality bonds, with a preference for long-term holding rather than short-term trading. Villere avoids options, commodities, and limited partnerships, instead favoring individually customized mixes of equity and fixed income to meet client goals while proactively managing risk and making adjustments as client needs evolve.

Top Buys
U
UPSUNITED PARCEL SERVICE INC
+$15.9M
J
JPMJPMORGAN CHASE & CO.
+$8.5M
M
MCHPMICROCHIP TECHNOLOGY INC.
+$7.5M
M
MSFTMICROSOFT CORP
+$6.0M
A
AMZNAMAZON COM INC
+$5.5M
Top Sells
J
JBHTHUNT J B TRANS SVCS INC
-$26.5M
C
CVXCHEVRON CORP NEW
-$5.2M
P
POOLPOOL CORP
-$4.5M
A
AESIATLAS ENERGY SOLUTIONS INC
-$4.3M
O
OABIOMNIAB INC
-$3.5M

Top Holdings

J
JPMJPMORGAN CHASE & CO.
+5.8%$60.7M
V
VVISA INC
+4.2%$44.2M
P
PLMRPALOMAR HLDGS INC
+4.0%$41.3M
A
AMZNAMAZON COM INC
+3.7%$39.0M
P
POOLPOOL CORP
+3.6%$37.1M

Equity Positions (80)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
J
JPM
JPMORGAN CHASE & CO.5.83%$60.7M209,269$96.32$289.91+$8.5M
V
V
VISA INC4.24%$44.2M124,350$52.36$355.05-$942.9K
P
PLMR
PALOMAR HLDGS INC3.97%$41.3M267,953$73.44$154.25+$3.5M
A
AMZN
AMAZON COM INC3.75%$39.0M177,689$186.31$219.39+$5.5M
P
POOL
POOL CORP3.56%$37.1M127,206$66.08$291.48-$4.5M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+8.6%
NATIONAL COMMERCIAL BANKS
+8.1%
SERVICES-BUSINESS SERVICES, NEC
+7.0%
FIRE, MARINE & CASUALTY INSURANCE
+6.5%
SEMICONDUCTORS & RELATED DEVICES
+4.5%