Clearbridge Investments, LLC

Clearbridge Investments, LLC reported 814 holdings worth US$121B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Clearbridge Investments, LLC reported 814 holdings worth US$121B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
814
Value as reported
US$121B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation32.7MUS$6.54B5.4%
Alphabet Inc (google) Class C12.2MUS$4.35B3.6%
Apple Inc14.2MUS$4.11B3.4%
Amazon.com, Inc.12.2MUS$2.9B2.4%
Broadcom Inc.7.38MUS$2.79B2.3%
Taiwan Semiconductor Manufacturing Co., Ltd.4.9MUS$2.34B1.9%
Microsoft Corp.6.21MUS$2.31B1.9%
Visa Inc.6.46MUS$2.22B1.8%
Meta Platforms, Inc.3.77MUS$2.12B1.8%
Williams Companies, Inc. (the)24.2MUS$1.8B1.5%
Asml Holding Nv895KUS$1.78B1.5%
Palo Alto Networks, Inc.4.16MUS$1.42B1.2%
Jp Morgan Chase & Co.4.17MUS$1.37B1.1%
Johnson & Johnson5.34MUS$1.36B1.1%
Texas Instruments Incorporated4.21MUS$1.26B1.0%
Vertex Pharmaceuticals Incorporated2.34MUS$1.16B0.96%
Exxon Mobil Corporation8.48MUS$1.16B0.96%
Netflix, Inc.16MUS$1.14B0.95%
W.w. Grainger, Inc.754KUS$1.03B0.85%
Arista Networks, Inc.6.01MUS$1.02B0.84%
The Travelers Companies, Inc.2.81MUS$928M0.77%
Rtx Corporation4.66MUS$885M0.73%
Cvs Health Corporation8.54MUS$883M0.73%
Tesla, Inc.2.05MUS$863M0.71%
Thermo Fisher Scientific Inc1.69MUS$848M0.70%
Union Pacific Corporation3MUS$817M0.68%
Entergy Corporation6.98MUS$802M0.66%
Marsh4.71MUS$784M0.65%
Sherwin-williams Company (the)2.17MUS$747M0.62%
Air Products And Chemicals, Inc.2.54MUS$744M0.62%
Tjx Companies, Inc. (the)4.7MUS$713M0.59%
Canadian National Railway Company5.96MUS$711M0.59%
Airbnb, Inc.4.93MUS$705M0.58%
Blackstone Inc.5.91MUS$696M0.58%
Bank Of America Corporation12MUS$684M0.57%
Vulcan Materials Company (holding Company)2.3MUS$678M0.56%
Coca-cola Company (the)8.34MUS$678M0.56%
Apollo Global Management, Inc. (new)5.28MUS$625M0.52%
Tc Energy Corporation9.43MUS$625M0.52%
Crowdstrike Holdings, Inc.813KUS$620M0.51%
Vertiv Holdings, Llc1.85MUS$620M0.51%
Oracle Corporation4.21MUS$618M0.51%
Pembina Pipeline Corporation13.3MUS$616M0.51%
American Tower Corporation (reit)3.74MUS$612M0.51%
Public Storage1.87MUS$594M0.49%
Eli Lilly And Company484KUS$580M0.48%
Procter & Gamble Company (the)3.94MUS$578M0.48%
Waste Management, Inc.2.43MUS$542M0.45%
L3harris Technologies, Inc.1.85MUS$539M0.45%
Monster Beverage Corporation5.57MUS$535M0.44%
Otis Worldwide Corporation7.46MUS$534M0.44%
Dba Sempra5.6MUS$519M0.43%
Micron Technology, Inc.428KUS$494M0.41%
Freeport-mcmoran, Inc.7.78MUS$489M0.40%
Becton, Dickinson And Company3.23MUS$489M0.40%
Xpo, Inc.2.37MUS$487M0.40%
Automatic Data Processing, Inc.2.16MUS$484M0.40%
Intuitive Surgical, Inc.1.22MUS$483M0.40%
Pnc Financial Services Group, Inc. (the)1.94MUS$478M0.40%
Metlife, Inc.5.64MUS$477M0.39%
Capital One Financial Corporation2.37MUS$475M0.39%
Home Depot, Inc. (the)1.29MUS$456M0.38%
T-mobile Us, Inc.2.63MUS$441M0.37%
Advanced Micro Devices Inc758KUS$440M0.36%
Comcast Corporation17.2MUS$423M0.35%
Oneok, Inc.4.72MUS$410M0.34%
Uber Technologies, Inc.5.45MUS$393M0.33%
Brookfield Renewable Corporation10.3MUS$384M0.32%
Alnylam Pharmaceuticals, Inc.1.26MUS$379M0.31%
Stryker Corporation1.18MUS$373M0.31%
Performance Food Group Company3.32MUS$371M0.31%
Vistra Corp.2.31MUS$367M0.30%
Synopsys, Inc.819KUS$365M0.30%
Enbridge Inc.6.71MUS$364M0.30%
Walt Disney Company (the)3.62MUS$349M0.29%
Shopify Inc.2.98MUS$341M0.28%
Chipotle Mexican Grill, Inc.10MUS$340M0.28%
Berkshire Hathaway Inc.674KUS$337M0.28%
Clean Harbors, Inc.1.13MUS$337M0.28%
Pacific Gas & Electric Co.20MUS$336M0.28%
Portland General Electric Co6.36MUS$330M0.27%
Chevron Corporation1.98MUS$328M0.27%
Hilton Worldwide Holdings Inc.977KUS$323M0.27%
Oge Energy Corp6.59MUS$321M0.27%
Applovin Corporation611KUS$315M0.26%
Servicenow, Inc.3.17MUS$314M0.26%
Walmart Inc.2.78MUS$314M0.26%
Unitedhealth Group Incorporated753KUS$313M0.26%
South Bow Corp8.86MUS$312M0.26%
Snowflake Inc.1.22MUS$311M0.26%
Old Dominion Freight Line, Inc.1.41MUS$306M0.25%
Haleon Plc32.3MUS$302M0.25%
Space Exploration Technologies Corp1.74MUS$297M0.25%
Datadog, Inc.1.14MUS$296M0.24%
Kinder Morgan, Inc.8.89MUS$284M0.24%
Diamondback Energy, Inc.1.6MUS$281M0.23%
Natera, Inc.1.02MUS$276M0.23%
Caseys General Stores, Inc.347KUS$276M0.23%
Constellation Energy Corporation1.1MUS$273M0.23%
Eqt Corporation5.11MUS$272M0.22%

Every holding of Clearbridge Investments, LLC

Source

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