Aristotle Atlantic Partners as of March 31, 2025
Portfolio Holdings for Aristotle Atlantic Partners
Aristotle Atlantic Partners holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.6 | $254M | 2.3M | 108.38 | |
| Microsoft Corporation (MSFT) | 8.3 | $247M | 658k | 375.39 | |
| Apple (AAPL) | 7.5 | $222M | 998k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $135M | 871k | 154.64 | |
| Visa Com Cl A (V) | 4.2 | $123M | 352k | 350.46 | |
| Meta Platforms Cl A (META) | 4.0 | $119M | 206k | 576.36 | |
| Amazon (AMZN) | 3.1 | $93M | 488k | 190.26 | |
| Broadcom (AVGO) | 2.9 | $86M | 512k | 167.43 | |
| Costco Wholesale Corporation (COST) | 2.6 | $78M | 83k | 945.78 | |
| Trane Technologies SHS (TT) | 2.5 | $74M | 219k | 336.92 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $72M | 293k | 245.30 | |
| Netflix (NFLX) | 2.2 | $65M | 70k | 932.53 | |
| Home Depot (HD) | 2.1 | $63M | 171k | 366.49 | |
| Bio-techne Corporation (TECH) | 1.9 | $57M | 966k | 58.63 | |
| Expedia Group Com New (EXPE) | 1.7 | $52M | 308k | 168.10 | |
| Norfolk Southern (NSC) | 1.6 | $46M | 196k | 236.85 | |
| Merck & Co (MRK) | 1.5 | $45M | 497k | 89.76 | |
| Oracle Corporation (ORCL) | 1.5 | $44M | 317k | 139.81 | |
| Synopsys (SNPS) | 1.5 | $44M | 103k | 428.85 | |
| Ametek (AME) | 1.5 | $43M | 252k | 172.14 | |
| S&p Global (SPGI) | 1.5 | $43M | 85k | 508.10 | |
| Servicenow (NOW) | 1.4 | $42M | 53k | 796.14 | |
| Guardant Health (GH) | 1.4 | $41M | 965k | 42.60 | |
| Darling International (DAR) | 1.3 | $38M | 1.2M | 31.24 | |
| Eli Lilly & Co. (LLY) | 1.2 | $36M | 43k | 825.91 | |
| Analog Devices (ADI) | 1.2 | $34M | 170k | 201.67 | |
| O'reilly Automotive (ORLY) | 1.1 | $34M | 24k | 1432.58 | |
| Intercontinental Exchange (ICE) | 1.1 | $33M | 191k | 172.50 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $33M | 66k | 497.59 | |
| Prologis (PLD) | 1.1 | $31M | 281k | 111.79 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $30M | 252k | 118.93 | |
| Ameriprise Financial (AMP) | 1.0 | $29M | 60k | 484.11 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $29M | 82k | 352.58 | |
| Bank of America Corporation (BAC) | 1.0 | $28M | 678k | 41.73 | |
| Chubb (CB) | 1.0 | $28M | 94k | 301.99 | |
| Boston Scientific Corporation (BSX) | 0.8 | $24M | 235k | 100.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.8 | $23M | 48k | 484.82 | |
| Marriott Intl Cl A (MAR) | 0.8 | $23M | 97k | 238.20 | |
| Becton, Dickinson and (BDX) | 0.8 | $22M | 98k | 229.06 | |
| Union Pacific Corporation (UNP) | 0.8 | $22M | 94k | 236.24 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.7 | $22M | 2.9M | 7.43 | |
| Roper Industries (ROP) | 0.7 | $20M | 33k | 589.58 | |
| Kla Corp Com New (KLAC) | 0.7 | $20M | 29k | 679.80 | |
| Nextera Energy (NEE) | 0.6 | $19M | 267k | 70.89 | |
| Avery Dennison Corporation (AVY) | 0.6 | $19M | 106k | 177.97 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $18M | 46k | 383.53 | |
| Murphy Usa (MUSA) | 0.6 | $17M | 37k | 469.81 | |
| Parker-Hannifin Corporation (PH) | 0.6 | $17M | 28k | 607.85 | |
| General Motors Company (GM) | 0.6 | $17M | 354k | 47.03 | |
| Chart Industries (GTLS) | 0.5 | $16M | 112k | 144.36 | |
| Cigna Corp (CI) | 0.5 | $14M | 44k | 329.00 | |
| Antero Res (AR) | 0.5 | $14M | 342k | 40.44 | |
| UnitedHealth (UNH) | 0.5 | $14M | 26k | 523.75 | |
| Zoetis Cl A (ZTS) | 0.4 | $13M | 77k | 164.65 | |
| Halliburton Company (HAL) | 0.4 | $12M | 453k | 25.37 | |
| American Water Works (AWK) | 0.4 | $10M | 70k | 147.52 | |
| Uber Technologies (UBER) | 0.3 | $10M | 142k | 72.86 | |
| Honeywell International (HON) | 0.3 | $10M | 47k | 211.75 | |
| Linde SHS (LIN) | 0.3 | $9.7M | 21k | 465.64 | |
| Alexandria Real Estate Equities (ARE) | 0.3 | $9.3M | 100k | 92.51 | |
| American Tower Reit (AMT) | 0.3 | $8.7M | 40k | 217.60 | |
| Amphenol Corp Cl A (APH) | 0.3 | $8.2M | 125k | 65.59 | |
| Ge Aerospace Com New (GE) | 0.3 | $8.0M | 40k | 200.15 | |
| Murphy Oil Corporation (MUR) | 0.2 | $7.1M | 252k | 28.40 | |
| Potlatch Corporation (PCH) | 0.2 | $6.8M | 152k | 45.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $6.1M | 39k | 156.23 | |
| Applied Materials (AMAT) | 0.2 | $6.0M | 42k | 145.12 | |
| Cooper Cos (COO) | 0.2 | $5.4M | 64k | 84.35 | |
| Quanta Services (PWR) | 0.1 | $3.3M | 13k | 254.18 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $3.3M | 16k | 207.25 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $2.8M | 20k | 141.32 | |
| Tesla Motors (TSLA) | 0.1 | $2.7M | 11k | 259.16 | |
| Abbott Laboratories (ABT) | 0.1 | $2.5M | 19k | 132.65 | |
| International Flavors & Fragrances (IFF) | 0.0 | $1.3M | 17k | 77.61 | |
| Procter & Gamble Company (PG) | 0.0 | $1.1M | 6.7k | 170.42 | |
| Palo Alto Networks (PANW) | 0.0 | $1.1M | 6.6k | 170.64 | |
| Coca-Cola Company (KO) | 0.0 | $1.0M | 14k | 71.62 | |
| Wec Energy Group (WEC) | 0.0 | $865k | 7.9k | 108.98 | |
| Oklo Com Cl A (OKLO) | 0.0 | $760k | 35k | 21.63 | |
| International Business Machines (IBM) | 0.0 | $597k | 2.4k | 248.66 | |
| Qualcomm (QCOM) | 0.0 | $461k | 3.0k | 153.61 | |
| salesforce (CRM) | 0.0 | $403k | 1.5k | 268.36 | |
| Spx Corp (SPXC) | 0.0 | $366k | 2.8k | 128.78 | |
| IDEXX Laboratories (IDXX) | 0.0 | $252k | 600.00 | 419.95 | |
| Johnson & Johnson (JNJ) | 0.0 | $249k | 1.5k | 165.84 | |
| Dover Corporation (DOV) | 0.0 | $246k | 1.4k | 175.68 | |
| Energy Recovery (ERII) | 0.0 | $238k | 15k | 15.89 | |
| Bristol Myers Squibb (BMY) | 0.0 | $220k | 3.6k | 60.99 | |
| Danaher Corporation (DHR) | 0.0 | $205k | 1.0k | 205.00 |
