DHFAX
DIAMOND HILL LARGE CAP CONCENTRATED FUND
Diamond Hill Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Mar 31, 2025 → Jun 30, 2025

Expand a category to see the positions behind it, ranked by weight.

Security Shares Mar 2025 Shares Jun 2025 Δ shares End % Δ value
CAPITAL ONE FINANCIAL CORP 0 12,273 12,273 6.25% $2.61M
AMAZON.COM INC 0 7,511 7,511 3.94% $1.65M
SALESFORCE INC 0 4,528 4,528 2.95% $1.23M
Security Shares Mar 2025 Shares Jun 2025 Δ shares End % Δ value
BANK OF AMERICA CORPORATION 42,567 0 -42,567 0.00% -$1.78M
HCA HEALTHCARE INC 4,085 0 -4,085 0.00% -$1.41M
Security Shares Mar 2025 Shares Jun 2025 Δ shares End % Δ value
AMERICAN INTERNATIONAL GROUP 40,283 40,864 581 8.37% -$4.65K
BERKSHIRE HATH-B 4,986 5,412 426 6.29% -$26.46K
COLGATE-PALMOLIVE CO 17,923 22,388 4,465 4.87% $355.68K
AON PLC-CLASS A 4,345 5,518 1,173 4.71% $234.56K
UNION PACIFIC CORP 7,164 8,234 1,070 4.53% $202.06K
State Street Navigator Securities Lending Portfolio II 1,037,170 1,617,957 580,787 3.87% $580.79K
MARTIN MAR MTLS 2,278 2,489 211 3.27% $277.18K
Security Shares Mar 2025 Shares Jun 2025 Δ shares End % Δ value
TEXAS INSTRUMENTS INC 13,015 12,897 -118 6.41% $338.88K
ABBOTT LABS 19,136 17,513 -1,623 5.70% -$156.45K
CONOCOPHILLIPS 26,191 24,711 -1,480 5.31% -$533.01K
FERGUSON ENTERPRISES INC 9,559 9,015 -544 4.70% $431.38K
SYSCO CORP 29,046 25,269 -3,777 4.58% -$265.74K
LABCORP HOLDINGS INC 6,468 6,306 -162 3.96% $150.03K
GENERAL MOTORS CO 38,684 33,315 -5,369 3.92% -$179.88K
SBA COMMUNICATIONS CORP 7,880 6,635 -1,245 3.73% -$175.52K
PFIZER INC 65,856 63,244 -2,612 3.67% -$135.76K
LULULEMON ATHLETICA INC 5,223 4,887 -336 2.78% -$317.37K
SS&C TECHNOLOGIE 17,755 12,772 -4,983 2.53% -$425.55K
Security Shares Mar 2025 Shares Jun 2025 Δ shares End % Δ value
WASTE MANAGEMENT INC 6,701 6,701 0 3.67% -$18.03K

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