STANSBERRY ASSET MANAGEMENT, LLC

CIK
1725910
City
Westlake
State / Country
TX

Top Portfolio Positions

127 positions · $847,670,958 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
144,680 $41,604,180 4.91%
AXS
Axis Capital Holdings Ltd
Financial Services
283,020 $28,701,058 3.39%
CME
Cme Group Inc.
Financial Services
82,338 $24,318,528 2.87%
AMZN
Amazon Com Inc
Consumer Cyclical
115,275 $24,008,324 2.83%
KO
Coca Cola Co
Consumer Defensive
314,700 $23,932,935 2.82%
GD
General Dynamics Corp
Industrials
67,298 $23,098,019 2.72%
TFPM
Triple Flag Precious Metals Corp.
Basic Materials
590,403 $20,492,888 2.42%
LLY
ELI LILLY & Co
Healthcare
21,424 $19,705,152 2.32%
SHEL
Shell plc
Energy
211,587 $19,677,591 2.32%
COCO
Vita Coco Company, Inc.
Consumer Defensive
397,202 $19,029,947 2.24%

Portfolio Trend

25 quarters · across all stocks

Holdings in KYN

Export CSV

Shares Held

Position Value (USD)

17 of 17 shown
Report Date Value (USD) Shares
2026-03-31 $8,945,149 626,411
2025-12-31 $7,805,206 630,469
2025-09-30 $10,205,645 825,032
2025-06-30 $10,545,490 829,048
2025-03-31 $15,512,265 1,209,062
2024-12-31 $14,940,719 1,175,509
2024-09-30 $12,721,555 1,156,505
2024-06-30 $11,700,150 1,132,638
2024-03-31 $11,058,797 1,104,775
2023-12-31 $8,612,196 980,888
2023-09-30 $9,348,640 1,111,610
2023-06-30 $8,590,964 1,055,401
2023-03-31 $9,170,193 1,061,365
2022-12-31 $8,165,974 953,969
2022-09-30 $7,731,263 954,477
2022-06-30 $8,647,623 1,031,936
2022-03-31 $8,549,982 927,330