Rating #80
Benjamin Allen
Parnassus Investments
Portfolio value
Stocks
Performance
1 Year
+13.28%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Benjamin Allen’s Portfolio: Q4 2025
Top10 stocks: 38.64% of the portfolio
Benjamin Allen’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
1.62ppt
1.48ppt
1.71ppt
-0.44ppt
0.58ppt
0.42ppt
0.40ppt
0.19ppt
0.14ppt
0.12ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  HD | Add +712.30% | $366.27 | $668.23M | 1.62ppt | |
2  AAPL | Add +43.00% | $268.45 | $407.59M | 1.48ppt | |
3  LLY | Add +60.82% | $956.18 | $365.37M | 1.71ppt | |
4  NOW | Add +261.13% | $171.54 | $285.90M | -0.44ppt | |
5  COST | Add +57.56% | $906.18 | $219.30M | 0.58ppt | |
6  SYK | Add +23.15% | $364.35 | $133.37M | 0.42ppt | |
7  BSX | Add +14.74% | $98.04 | $99.49M | 0.40ppt | |
8  VRSK | Add +21.59% | $225.67 | $72.74M | 0.19ppt | |
9  CMG | Add +307.35% | $36.17 | $50.07M | 0.14ppt | |
10  SARO | Add +120.45% | $27.23 | $37.38M | 0.12ppt |
Benjamin Allen’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  MSFT | Prepackaged Software | $179.00 | Cut -3.94% | 4.51M | $2.18B | 5.65% 0.04ppt | 0.06% | 29 Quarters | Q4 2025 | |
Computer Programming & Data | $87.87 | Cut -24.50% | 6.90M | $2.16B | 5.60% 0.47ppt | 0.06% | 42 Quarters | Q4 2025 | ||
3  AMZN | Retail-Catalog & Mail-Order | $186.54 | Cut -20.89% | 7.89M | $1.82B | 4.72% -0.34ppt | 0.07% | 13 Quarters | Q4 2025 | |
4  NVDA | Semiconductors | $21.60 | Cut -22.49% | 9.60M | $1.79B | 4.64% -0.70ppt | 0.04% | 29 Quarters | Q4 2025 | |
5 AAPL | Electronic Computers | $151.61 | Add +43.00% | 5.05M | $1.37B | 3.56% 1.48ppt | 0.03% | 51 Quarters | Q4 2025 | |
6  DE | Farm Machinery | $232.74 | Cut -14.59% | 2.64M | $1.23B | 3.19% -0.08ppt | 0.98% | 27 Quarters | Q4 2025 | |
7  WM | Refuse Systems | $106.49 | Cut -5.99% | 5.28M | $1.16B | 3.01% 0.14ppt | 1.31% | 51 Quarters | Q4 2025 | |
8 LLY | Pharmaceutical Pres | $886.18 | Add +60.82% | 1.01M | $1.09B | 2.82% 1.71ppt | 0.11% | 13 Quarters | Q4 2025 | |
9  DHR | Industrial Instruments | $162.47 | Cut -24.41% | 4.66M | $1.07B | 2.77% -0.06ppt | 0.66% | 43 Quarters | Q4 2025 | |
10  MA | Other Business Services | $207.48 | Cut -14.78% | 1.81M | $1.03B | 2.68% -0.11ppt | 0.20% | 51 Quarters | Q4 2025 | |
11  TMO | Other Measuring Devices | $507.69 | Cut -24.38% | 1.58M | $917.33M | 2.38% 0.03ppt | 0.42% | 16 Quarters | Q4 2025 | |
12  SPGI | Consumer Credit Reporting | $365.17 | Cut -13.92% | 1.75M | $914.22M | 2.37% 0.08ppt | 0.57% | 20 Quarters | Q4 2025 | |
13  BAC | National Banks | $32.07 | Cut -14.44% | 16.48M | $906.28M | 2.35% 0.05ppt | 0.22% | 26 Quarters | Q4 2025 | |
14  ICE | Security & Commodity Brokers | $118.75 | Cut -16.33% | 5.44M | $880.46M | 2.28% -0.25ppt | 0.95% | 16 Quarters | Q4 2025 | |
15  AVGO | Semiconductors | $141.42 | Cut -2.25% | 2.46M | $851.89M | 2.21% 0.29ppt | 0.05% | 8 Quarters | Q4 2025 | |
16  O | Real Estate Investment Trusts | $53.39 | Cut -16.39% | 15.11M | $851.54M | 2.21% -0.33ppt | 1.65% | 8 Quarters | Q4 2025 | |
17  AMAT | Semiconductors | $94.26 | Cut -14.20% | 3.23M | $829.34M | 2.15% 0.37ppt | 0.41% | 51 Quarters | Q4 2025 | |
18  LIN | Inorganic Chemicals | $360.59 | Cut -13.26% | 1.82M | $775.47M | 2.01% -0.29ppt | 0.39% | 12 Quarters | Q4 2025 | |
19  KLAC | Optical Instruments | $597.40 | Cut -13.44% | 623.66K | $757.80M | 1.97% 0.17ppt | 0.47% | 24 Quarters | Q4 2025 | |
20 BSX | Surgical Instruments | $97.27 | Add +14.74% | 7.90M | $753.19M | 1.95% 0.40ppt | 0.53% | 20 Quarters | Q4 2025 |
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