Rating #73
Benjamin Allen
Parnassus Investments
Portfolio value
Stocks
Performance
1 Year
+11.06%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Benjamin Allen’s Portfolio: Q3 2025
Top10 stocks: 37.99% of the portfolio
Benjamin Allen’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
1.55ppt
0.46ppt
0.05ppt
0.21ppt
0.37ppt
0.44ppt
0.08ppt
0.06ppt
0.03ppt
0.01ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  BSX | +42978.91% | $103.56 | $711.30M | 1.55ppt | |
2  CRM | +48.62% | $252.21 | $303.47M | 0.46ppt | |
3  VRSK | +31.83% | $274.48 | $98.93M | 0.05ppt | |
4  WDAY | +13.06% | $231.22 | $85.91M | 0.21ppt | |
5  AMAT | +12.65% | $181.44 | $76.61M | 0.37ppt | |
6  KLAC | +9.98% | $932.94 | $61.01M | 0.44ppt | |
7  BILL | +191.52% | $46.44 | $27.63M | 0.08ppt | |
8  WMT | +51.35% | $99.55 | $23.82M | 0.06ppt | |
9  SARO | +120.88% | $28.06 | $17.50M | 0.03ppt | |
10  PGR | +13.85% | $246.52 | $13.41M | 0.01ppt |
Benjamin Allen’s Holdings: Q3 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 | -10.55% | 4.69M | $2.43B | 5.62% -0.40ppt | 0.06% | 28 Quarters | Q3 2025 | |
2  NVDA | Semiconductors | $21.60 | -14.04% | 12.39M | $2.31B | 5.34% 0.09ppt | 0.05% | 28 Quarters | Q3 2025 | |
Computer Programming & Data | $87.87 | -7.62% | 9.14M | $2.22B | 5.14% 1.11ppt | 0.08% | 41 Quarters | Q3 2025 | ||
4  AMZN | Retail-Catalog & Mail-Order | $186.54 | -3.66% | 9.97M | $2.19B | 5.06% -0.18ppt | 0.09% | 12 Quarters | Q3 2025 | |
5  DE | Farm Machinery | $232.74 | -1.16% | 3.09M | $1.41B | 3.27% -0.40ppt | 1.14% | 26 Quarters | Q3 2025 | |
6  WM | Refuse Systems | $106.49 | -1.74% | 5.61M | $1.24B | 2.87% -0.15ppt | 1.39% | 50 Quarters | Q3 2025 | |
7  DHR | Industrial Instruments | $162.47 | -2.32% | 6.17M | $1.22B | 2.83% -0.05ppt | 0.86% | 42 Quarters | Q3 2025 | |
8  MA | Other Business Services | $207.48 | -0.73% | 2.12M | $1.21B | 2.79% 0.02ppt | 0.23% | 50 Quarters | Q3 2025 | |
9  O | Real Estate Investment Trusts | $53.39 | -1.74% | 18.07M | $1.10B | 2.54% 0.10ppt | 2.00% | 7 Quarters | Q3 2025 | |
10  ICE | Security & Commodity Brokers | $118.75 | -2.00% | 6.50M | $1.09B | 2.53% -0.28ppt | 1.13% | 15 Quarters | Q3 2025 | |
11  AZO | Retail-Auto & Home Supply | $2614.34 | -0.48% | 250.94K | $1.08B | 2.49% 0.33ppt | 1.50% | 11 Quarters | Q3 2025 | |
12  TMO | Other Measuring Devices | $507.69 | -3.31% | 2.09M | $1.02B | 2.35% 0.32ppt | 0.55% | 15 Quarters | Q3 2025 | |
13  LIN | Inorganic Chemicals | $360.59 | -2.12% | 2.10M | $995.97M | 2.30% -0.02ppt | 0.45% | 11 Quarters | Q3 2025 | |
14  BAC | National Banks | $32.07 | -1.19% | 19.26M | $993.55M | 2.30% 0.17ppt | 0.25% | 25 Quarters | Q3 2025 | |
15  SPGI | Consumer Credit Reporting | $365.17 | -0.22% | 2.03M | $989.12M | 2.29% -0.19ppt | 0.66% | 19 Quarters | Q3 2025 | |
16  AAPL | Electronic Computers | $99.90 | -2.14% | 3.53M | $899.06M | 2.08% 0.37ppt | 0.02% | 50 Quarters | Q3 2025 | |
17 CRM | Prepackaged Software | $171.36 | +48.62% | 3.68M | $871.70M | 2.01% 0.46ppt | 0.38% | 12 Quarters | Q3 2025 | |
18  AVGO | Semiconductors | $141.42 | -44.50% | 2.52M | $830.78M | 1.92% -0.96ppt | 0.05% | 7 Quarters | Q3 2025 | |
19 KLAC | Optical Instruments | $597.40 | +9.98% | 720.46K | $777.09M | 1.80% 0.44ppt | 0.55% | 23 Quarters | Q3 2025 | |
20 WDAY | Data Processing Services | $241.84 | +13.06% | 3.22M | $774.48M | 1.79% 0.21ppt | 1.21% | 13 Quarters | Q3 2025 |
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