Decatur Capital Management as of Sept. 30, 2025
Portfolio Holdings for Decatur Capital Management
Decatur Capital Management holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.8 | $35M | 186k | 186.58 | |
| Apple (AAPL) | 11.6 | $29M | 115k | 254.63 | |
| Microsoft Corporation (MSFT) | 10.8 | $27M | 52k | 517.95 | |
| Alphabet Inc Class A cs (GOOGL) | 5.8 | $15M | 60k | 243.10 | |
| Amazon (AMZN) | 5.3 | $13M | 61k | 219.57 | |
| Facebook Inc cl a (META) | 4.8 | $12M | 16k | 734.38 | |
| Broadcom (AVGO) | 4.5 | $11M | 35k | 329.91 | |
| KLA-Tencor Corporation (KLAC) | 3.9 | $9.9M | 9.2k | 1078.60 | |
| Applovin Corp Class A (APP) | 3.5 | $8.7M | 12k | 718.54 | |
| MasterCard Incorporated (MA) | 2.7 | $6.8M | 12k | 568.81 | |
| Oracle Corporation (ORCL) | 2.5 | $6.3M | 22k | 281.24 | |
| Eli Lilly & Co. (LLY) | 2.4 | $5.9M | 7.8k | 763.00 | |
| Netflix (NFLX) | 2.3 | $5.8M | 4.8k | 1198.92 | |
| Booking Holdings (BKNG) | 2.2 | $5.6M | 1.0k | 5399.27 | |
| Amphenol Corporation (APH) | 1.9 | $4.7M | 38k | 123.75 | |
| Fortinet (FTNT) | 1.6 | $4.0M | 48k | 84.08 | |
| Intuit (INTU) | 1.5 | $3.7M | 5.4k | 682.91 | |
| Home Depot (HD) | 1.4 | $3.6M | 8.9k | 405.19 | |
| Darden Restaurants (DRI) | 1.4 | $3.4M | 18k | 190.36 | |
| Vulcan Materials Company (VMC) | 1.4 | $3.4M | 11k | 307.62 | |
| Costco Wholesale Corporation (COST) | 1.3 | $3.4M | 3.7k | 925.63 | |
| Coca-Cola Company (KO) | 1.3 | $3.4M | 51k | 66.32 | |
| Cme (CME) | 1.3 | $3.3M | 12k | 270.19 | |
| Cadence Design Systems (CDNS) | 1.2 | $3.0M | 8.6k | 351.26 | |
| Digital Realty Trust Reit (DLR) | 1.1 | $2.8M | 16k | 172.88 | |
| Doximity (DOCS) | 1.1 | $2.8M | 38k | 73.15 | |
| Veeva Sys Inc cl a (VEEV) | 1.0 | $2.5M | 8.5k | 297.91 | |
| Morgan Stanley (MS) | 1.0 | $2.5M | 16k | 158.96 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $2.4M | 4.9k | 485.02 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $2.1M | 4.3k | 499.21 | |
| S&p Global (SPGI) | 0.8 | $2.1M | 4.3k | 486.71 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.7 | $1.8M | 4.7k | 391.64 | |
| Copart (CPRT) | 0.7 | $1.6M | 36k | 44.97 | |
| Illinois Tool Works (ITW) | 0.6 | $1.6M | 6.1k | 260.76 | |
| EOG Resources (EOG) | 0.5 | $1.3M | 12k | 112.12 | |
| SPDR S&P 500 Index (SPY) | 0.2 | $466k | 700.00 | 666.18 | |
| Advanced Micro Devices (AMD) | 0.1 | $248k | 1.5k | 161.79 |