HolderBook

EFG Asset Management (Americas) Corp.

Reported holdings as of Q3 2025, from 28 quarterly filings.

This filer last reported in Q3 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1598340
Reported value
$579.2M
Positions
146
Top 10 weight
29.2%
Filed
2025-11-14
Days after quarter end
45

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
MICROSOFT CORPMSFT$28.4M54,7634.90%-0.40pp28q-5.1%-$1.5M
NVIDIA CORPORATIONNVDA$26.7M143,1044.61%+0.58pp6q+3.5%+$900.6K
ISHARES TRIJR$20.6M173,5223.56%+0.10pp5q+1.1%+$234.1K
AMAZON COM INCAMZN$17.5M79,7583.02%-0.30pp28q-2.8%-$506.5K
JPMORGAN CHASE & COJPM$16.5M52,4252.86%-0.14pp28q-6.3%-$1.1M
BROADCOM INCAVGO$15.1M45,8002.61%+0.12pp21q-6.4%-$1.0M
MASTERCARD INCORPORATEDMA$12.0M21,0992.07%-0.20pp28q-3.8%-$475.0K
ISHARES GOLD TRIAU$11.3M154,9061.95%+0.15pp18q-0.8%-$92.3K
ALPHABET INCGOOG$10.5M43,2691.82%+0.27pp28q-8.9%-$1.0M
APPLE INCAAPL$10.4M40,9661.80%-0.14pp28q-20.2%-$2.6M
ISHARES TRLQD$10.4M93,0451.79%-0.07pp28q+1.0%+$102.0K
META PLATFORMS INCMETA$10.1M13,7101.74%-0.12pp3qHELD
ISHARES TREEM$10.1M188,2291.74%+0.56pp28q+42.9%+$3.0M
CME GROUP INCCME$9.4M34,7961.62%-0.29pp27q-7.5%-$757.1K
ISHARES TRVLUE$9.1M72,6321.57%+0.03pp17q-1.2%-$113.3K
NETFLIX INCNFLX$8.4M7,0011.45%-0.44pp11q-8.4%-$770.9K
ULTA BEAUTY INCULTA$7.7M14,1501.34%+0.09pp17q-1.8%-$140.5K
DANAHER CORP DELDHR$7.5M37,7941.29%-0.10pp26q-1.2%-$91.4K
ISHARES TRACWI$7.3M52,5861.26%-newNEW
UNION PAC CORPUNP$7.0M29,4981.20%-0.11pp4q-4.5%-$327.1K
VANGUARD SCOTTSDALE FDSVMBS$6.9M146,0241.18%+0.15pp24q+20.2%+$1.2M
MSCI INCMSCI$6.7M11,7881.15%-0.16pp25q-4.7%-$333.1K
MCDONALDS CORPMCD$6.7M21,9251.15%-0.14pp21q-8.2%-$595.9K
CROWN CASTLE INCCCI$6.6M68,1221.13%-0.23pp27q-5.4%-$373.7K
INTUITINTU$6.3M9,2881.10%-0.54pp12q-17.3%-$1.3M
ISHARES TRSHYG$6.3M144,9731.08%+0.04pp6q+10.0%+$572.5K
ISHARES TRAAXJ$6.2M67,8291.07%+0.20pp28q+18.9%+$984.2K
PULTE GROUP INCPHM$6.2M46,7521.07%+0.87pp19q+351.9%+$4.8M
SERVICENOW INCNOW$6.1M6,6561.06%-0.23pp28q-1.9%-$119.6K
ISHARES TRIVV$5.9M8,7511.01%-0.14pp24q-12.6%-$842.6K
WALMART INCWMT$5.6M54,1430.96%-0.12pp14q-9.9%-$616.4K
QUALCOMM INCQCOM$5.5M33,0590.95%-0.13pp8q-10.2%-$625.2K
ISHARES TRIGF$5.4M88,0700.93%+0.10pp28q+16.3%+$754.8K
ISHARES INCEWJ$5.3M66,6380.92%-0.28pp28q-23.1%-$1.6M
S&P GLOBAL INCSPGI$5.3M10,9420.92%-0.20pp28q-5.1%-$285.7K
TAIWAN SEMICONDUCTOR MANUFACTSM$5.3M18,9990.92%+0.19pp19q+9.1%+$440.7K
ELI LILLY & COLLY$5.1M6,7070.88%-0.14pp2q-5.8%-$312.8K
UNITED RENTALS INCURI$5.1M5,3010.87%+0.23pp2q+14.5%+$642.5K
VANGUARD INTL EQUITY INDEX FVGK$4.9M61,6870.85%-0.11pp21q-8.1%-$435.6K
INVESCO QQQ TRQQQ$4.6M7,7370.80%-newNEW
OTIS WORLDWIDE CORPOTIS$4.5M49,0290.77%-0.12pp22qHELD
ALNYLAM PHARMACEUTICALS INCALNY$4.4M9,7380.77%+0.07pp15q-16.2%-$855.9K
DIAMONDBACK ENERGY INCFANG$4.3M29,7730.74%+0.03pp11q+7.1%+$283.8K
ISHARES TRSHV$4.2M37,9390.72%-0.09pp13q-5.1%-$224.2K
ADOBE INCADBE$3.9M11,1880.68%-0.21pp28q-10.9%-$481.5K
PEPSICO INCPEP$3.9M27,9110.68%+0.07pp22q+12.2%+$427.5K
VANGUARD SCOTTSDALE FDSVCSH$3.9M48,5100.67%+0.05pp22q+15.2%+$512.9K
CLOUDFLARE INCNET$3.8M17,5520.65%-0.14pp10q-19.5%-$910.1K
VERTIV HOLDINGS COVRT$3.7M24,6090.64%-0.06pp7q-16.9%-$753.2K
IDEXX LABS INCIDXX$3.7M5,7750.64%+0.08pp28q+3.3%+$116.9K
AMERICAN WTR WKS CO INC NEWAWK$3.7M26,3280.63%-0.01pp10q+4.9%+$171.5K
ASTERA LABS INCALAB$3.6M18,5190.63%+0.28pp2q-11.3%-$462.7K
QUANTA SVCS INCPWR$3.6M8,7030.62%-newNEW
VEEVA SYS INCVEEV$3.6M12,0460.62%-0.10pp21q-10.9%-$437.0K
REDDIT INCRDDT$3.4M14,8030.59%+0.19pp3q+3.6%+$117.5K
MCKESSON CORPMCK$3.4M4,3990.59%+0.46pp2q+385.0%+$2.7M
EVERPURE INCP$3.3M39,6210.57%+0.17pp7q+5.5%+$172.0K
SPDR SERIES TRUSTCWB$3.3M36,6480.57%+0.02pp28q+0.6%+$20.8K
ISHARES TREFA$3.2M34,2000.55%-0.03pp28q-3.1%-$103.5K
DOORDASH INCDASH$3.1M11,3150.53%+0.01pp7q-1.5%-$46.2K
ISHARES TRILF$3.1M105,9890.53%+0.19pp7q+51.4%+$1.0M
ISHARES TRIEI$3.0M25,2310.52%-0.04pp13q-1.8%-$54.3K
AIRBNB INCABNB$2.9M23,5260.49%-0.45pp4q-39.2%-$1.8M
GARMIN LTDGRMN$2.8M11,5030.49%+0.09pp3q+10.0%+$258.0K
EXPONENT INCEXPO$2.8M40,7130.49%-0.14pp7q-10.7%-$339.9K
TREX INCTREX$2.8M53,2700.48%-0.13pp10q-11.1%-$345.4K
DATADOG INCDDOG$2.7M19,2440.47%+0.09pp13q+24.2%+$533.3K
ZSCALER INCZS$2.7M9,1320.47%-0.03pp9q+4.2%+$109.4K
AXON ENTERPRISE INCAXON$2.7M3,8090.47%-0.06pp3q+9.7%+$241.1K
ISHARES TRAGG$2.7M27,1540.47%-0.13pp2q-17.9%-$592.5K
ZILLOW GROUP INCZG$2.6M35,4480.46%-0.03pp10q-8.2%-$236.1K
ALTRIA GROUP INCMO$2.6M39,7800.45%-0.01pp28q-7.3%-$207.4K
ARES MANAGEMENT CORPORATIONARES$2.6M16,3040.45%-0.08pp13q-1.5%-$40.5K
HILTON WORLDWIDE HLDGS INCHLT$2.5M9,7810.44%+0.12pp4q+50.2%+$847.9K
NATERA INCNTRA$2.5M15,7330.44%-0.04pp18q+2.7%+$66.8K
DICKS SPORTING GOODS INCDKS$2.5M11,2760.43%+0.11pp16q+26.3%+$522.0K
ROCKWELL AUTOMATION INCROK$2.5M7,1550.43%-0.01pp11q-1.7%-$43.7K
THERMO FISHER SCIENTIFIC INCTMO$2.4M4,8880.41%+0.01pp28q-9.1%-$237.7K
MARVELL TECHNOLOGY INCMRVL$2.3M27,8420.40%+0.06pp3q+14.3%+$292.1K
RALPH LAUREN CORPRL$2.3M7,3920.40%+0.07pp2q+13.7%+$279.1K
VERISK ANALYTICS INCVRSK$2.3M9,2120.40%-0.66pp13q-49.8%-$2.3M
ABBVIE INCABBV$2.3M9,9190.40%+0.03pp19q-6.8%-$167.2K
WILLIAMS SONOMA INCWSM$2.2M11,4000.38%+0.15pp3q+48.0%+$722.2K
DOXIMITY INCDOCS$2.2M29,7510.38%+0.07pp2q+11.8%+$230.4K
MEDTRONIC PLCMDT$2.1M22,4830.37%-0.03pp3q-9.6%-$228.0K
ISHARES TREMB$2.1M22,0030.36%-0.01pp28qHELD
TRADEWEB MKTS INCTW$2.1M18,7440.36%-0.10pp18q+10.9%+$204.4K
DECKERS OUTDOOR CORPDECK$2.1M20,4110.36%+0.05pp17q+24.4%+$406.1K
JOHNSON & JOHNSONJNJ$2.0M11,0400.35%+0.01pp28q-8.9%-$199.0K
EXACT SCIENCES CORPEXAS$2.0M37,1090.35%+0.12pp2q+60.0%+$761.0K
NORFOLK SOUTHN CORPNSC$2.0M6,7110.35%+0.01pp24q-5.6%-$118.7K
SPDR SERIES TRUSTTFI$1.9M42,3310.33%+0.03pp6q+16.3%+$269.9K
STATE STR SPDR S&P 500 ETF TSPY$1.9M2,8710.33%flat10q-0.8%-$15.3K
INSULET CORPPODD$1.9M6,0900.32%-0.07pp13q-10.8%-$226.9K
THOMSON REUTERS CORPTRIXXXX$1.8M11,8650.32%-0.16pp10q-8.8%-$178.3K
TJX COS INC NEWTJX$1.8M12,6340.32%-0.01pp22q-10.3%-$208.6K
THE TRADE DESK INCTTD$1.8M37,2260.32%-0.14pp19q+8.1%+$136.7K
EQUITABLE HLDGS INCEQH$1.8M35,6530.31%-newNEW
ISHARES TRSHY$1.8M21,4280.31%-0.03pp15q-2.9%-$53.6K
VANGUARD INDEX FDSVTI$1.8M5,4120.31%-0.02pp6q-6.0%-$113.5K
MERCADOLIBRE INCMELI$1.7M7450.30%-newNEW
LPL FINL HLDGS INCLPLA$1.7M5,1070.29%-0.03pp3q+10.1%+$156.0K
INVESCO EXCHANGE TRADED FD TRSP$1.7M8,8910.29%+0.01pp10q+7.0%+$110.8K
DUOLINGO INCDUOL$1.6M4,8310.27%+0.02pp2q+49.4%+$514.3K
BLACKROCK INCBLK$1.5M1,3210.27%-0.02pp4q-9.8%-$167.9K
ISHARES TRIWM$1.5M6,3140.26%+0.04pp28q+13.6%+$183.4K
HOME DEPOT INCHD$1.4M3,5540.25%+0.02pp28q+5.9%+$80.6K
ICICI BANK LIMITEDIBN$1.4M46,9220.24%-0.05pp2qHELD
TEXAS INSTRS INCTXN$1.4M7,4550.24%-0.07pp22q-7.0%-$102.9K
BROADRIDGE FINL SOLUTIONS INBR$1.3M5,4230.22%-0.05pp21q-9.7%-$138.6K
ICON PUB LTD COICLR$1.2M7,0750.21%-newNEW
ATLASSIAN CORPORATIONTEAM$1.2M7,3650.20%-0.08pp3q-1.6%-$18.8K
EXXON MOBIL CORPXOMXXXX$1.1M9,9150.19%-0.10pp28q-32.2%-$529.9K
TC ENERGY CORPTRP$1.1M19,6970.19%-0.01pp22q-10.5%-$125.5K
ILLINOIS TOOL WKS INCITW$1.0M3,8680.17%-0.02pp21q-9.2%-$102.5K
UNITEDHEALTH GROUP INCUNH$975.9K2,8260.17%-0.01pp28q-8.5%-$90.8K
ISHARES TRIJT$961.1K6,7920.17%flat8qHELD
ACCENTURE PLC IRELANDACN$926.0K3,7550.16%-0.06pp3q-5.1%-$49.6K
ROYAL CARIBBEAN GROUPRCL$917.0K2,8340.16%-newNEW
ISHARES TRIVE$857.5K4,1520.15%-0.05pp6q-24.7%-$281.1K
NEXTERA ENERGY INCNEE$855.5K11,3330.15%-0.02pp28q-11.1%-$107.3K
CARLISLE COS INCCSL$841.8K2,5590.15%-0.34pp7q-63.6%-$1.5M
VERIZON COMMUNICATIONS INCVZ$831.1K18,9110.14%-0.02pp28q-8.9%-$81.4K
ISHARES TRDGRO$825.5K12,1260.14%flat8q+0.7%+$6.1K
SPDR INDEX SHS FDSGII$807.2K11,5990.14%flat6qHELD
VANGUARD INDEX FDSVTV$799.3K4,2860.14%flat14qHELD
WABTECWAB$719.3K3,5880.12%-0.31pp10q-67.8%-$1.5M
SPROUTS FMRS MKT INCSFM$687.0K6,3140.12%-newNEW
VULCAN MATLS COVMC$640.8K2,0830.11%-newNEW
ISHARES INCEZU$630.4K10,1780.11%flat6qHELD
LIVE NATION ENTERTAINMENT INLYV$619.1K3,7890.11%-newNEW
ISHARES TRAOR$611.0K9,4900.11%flat6q+0.8%+$4.6K
FAIR ISAAC CORPFICO$519.3K3470.09%-0.26pp23q-66.6%-$1.0M
ISHARES TRPFF$481.6K15,2310.08%flat28qHELD
LULULEMON ATHLETICA INCLULU$444.5K2,4980.08%-0.23pp5q-63.8%-$784.7K
ISHARES TRIEV$442.6K6,7600.08%-0.20pp6q-71.5%-$1.1M
SPDR GOLD TRGLD$441.1K1,2410.08%+0.02pp5q+27.8%+$96.0K
VANGUARD SCOTTSDALE FDSVCIT$429.0K5,1000.07%-newNEW
BLOOM ENERGY CORPBE$386.3K4,5680.07%-newNEW
ISHARES TRIWD$338.2K1,6610.06%-newNEW
BANK OF AMER CORPBAC$327.0K6,3390.06%flat4q+0.8%+$2.5K
FORTIVE CORPFTV$294.8K6,0170.05%-0.01pp28q-1.9%-$5.7K
AMCOR PLCAMCR$272.1K33,2600.05%-newNEW
VANGUARD INDEX FDSVUG$269.1K5610.05%-0.03pp5q-43.3%-$205.3K
BERKSHIRE HATHAWAY INC DELBRKB$228.2K4540.04%-newNEW
TESLA INCTSLA$221.0K4970.04%-0.20pp16q-87.8%-$1.6M

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 15.7%Semiconductors & Electronics 11.8%Retail & Consumer 8.5%Business Services 8.2%Capital Markets 5.0%Biotech & Pharma 3.3%Banks & Lending 3.2%Computer Hardware 2.4%Instruments & Controls 2.2%Construction & Building 2.2%Transport & Logistics 1.7%Telecom & Media 1.7%Other sectors 9.3%Not classified 25.0%
 
SectorValueShare
Software & IT Services$90.7M15.7%
Semiconductors & Electronics$68.5M11.8%
Retail & Consumer$48.9M8.5%
Business Services$47.5M8.2%
Capital Markets$29.0M5.0%
Biotech & Pharma$18.8M3.3%
Banks & Lending$18.3M3.2%
Computer Hardware$13.8M2.4%
Instruments & Controls$12.7M2.2%
Construction & Building$12.5M2.2%
Transport & Logistics$9.9M1.7%
Telecom & Media$9.8M1.7%
Other sectors$53.8M9.3%
Not classified$144.8M25.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q3 2025$579.2M146154676429.2%45
Q2 2025$542.2M1351152591029.6%43
Q1 2025$493.9M134163372328.5%38
Q4 2024$514.2M12164955730.5%38
Q3 2024$511.0M12252979629.2%43
Q2 2024$510.4M1231310241630.6%37
Q1 2024$328.6M126961092232.0%22
Q4 2023$463.3M13994383730.5%32
Q3 2023$417.1M13774468831.8%40
Q2 2023$432.0M1381534751130.9%60
Q1 2023$418.1M134114855829.0%34
Q4 2022$404.2M13165061528.6%40
Q3 2022$395.5M1301338571130.5%38
Q2 2022$423.7M128644621130.5%13
Q1 2022$539.4M133106549932.5%35
Q4 2021$595.2M13236152629.3%24
Q3 2021$561.6M135988231028.5%22
Q2 2021$538.3M13689321626.7%23
Q1 2021$489.1M1341363451926.8%9
Q4 2020$489.0M14096757626.7%36
Q3 2020$445.0M1373147511627.1%37
Q2 2020$385.2M1222149391525.6%30
Q1 2020$311.7M116755491327.2%38
Q4 2019$379.2M122126728624.8%28
Q3 2019$331.9M1161144511025.8%36
Q2 2019$351.3M11593957926.7%9
Q1 2019$329.3M115205143928.2%5
Q4 2018$278.2M104000029.8%37

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.