Villere St Denis J & Co. LLC
Annual return '25
+5.2%
SPY '25
+17.7%
Alpha
-12.5ptsvs SPY
Invested
$1.8B
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CHV
CHEVRON CORPORATION
Held since at least Q1 2024
4.6%
02
$LGND
LIGAND PHARMACEUTICALS INC
Held since at least Q1 2024
4.3%
03
$JPM
JPMORGAN CHASE & CO
Held since at least Q1 2024
4.3%
04
$V
VISA INC
Held since at least Q1 2024
4.0%
05
$LMT
LOCKHEED MARTIN CORP
Held since at least Q1 2024
3.7%
06
$AMZN
AMAZON COM INC
Held since at least Q1 2024
3.7%
07
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
3.4%
08
$PLMR
PALOMAR HLDGS INC
Held since at least Q1 2024
3.3%
09
$FCX
FREEPORT MCMORAN INC
Held since at least Q1 2024
3.2%
10
$AAPL
APPLE INC
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.