Entropy Technologies, Lp Portfolio Stock Holdings

Entropy Technologies, Lp disclosed 857 stock positions valued at approximately $2.2 billion in its latest SEC 13F filing. The largest holdings include CHENIERE ENERGY ORD, BOSTON SCIENTIFIC ORD, and COSTCO WHOLESALE ORD. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
857
Portfolio Value
$2.2B
Holdings by Sector
Entropy Technologies, Lp Portfolio Holdings in Q1 2026

809 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CHENIERE ENERGY ORDLNGEnergy0.82%62,758+42,966+217.09%$17,808,210
BOSTON SCIENTIFIC ORDBSXHealthcare0.82%282,967+127,941+82.53%$17,756,179
COSTCO WHOLESALE ORDCOSTConsumer Defensive0.82%17,785+1,987+12.58%$17,721,508
ABBOTT LABORATORIES ORDABTHealthcare0.82%172,145+54,121+45.86%$17,674,127
COLGATE PALMOLIVE ORDCLConsumer Defensive0.82%207,329+207,329+100.00%$17,670,651
FEDEX ORDFDXIndustrials0.81%49,567+47,895+2864.53%$17,654,774
CHEVRON ORDCVXEnergy0.81%85,325+85,325+100.00%$17,653,743
OCCIDENTAL PETROLEUM ORDOXYEnergy0.81%271,582-13,620-4.78%$17,652,830
LOCKHEED MARTIN ORDLMTIndustrials0.81%29,198+25,798+758.76%$17,646,979
MEDTRONIC ORDMDTOther0.81%203,577+203,577+100.00%$17,639,947
PG&E ORDPCGUtilities0.81%1,003,193+305,126+43.71%$17,626,101
PALANTIR TECHNOLOGIES CL A ORDPLTRTechnology0.81%120,465+37,075+44.46%$17,621,620
BLACKROCK ORDBLKOther0.81%18,301+9,760+114.27%$17,600,255
TRANE TECHNOLOGIES ORDTTOther0.81%42,227+4,282+11.28%$17,597,680
MASTERCARD CL A ORDMAFinancial Services0.81%35,209+9,756+38.33%$17,592,529
AMERICAN EXPRESS ORDAXPFinancial Services0.81%58,158+18,290+45.88%$17,591,632
WALT DISNEY ORDDISCommunication Services0.81%182,496+139,545+324.89%$17,588,964
PEPSICO ORDPEPConsumer Defensive0.81%113,156+113,156+100.00%$17,571,995
MICROSOFT ORDMSFTTechnology0.81%47,402+47,402+100.00%$17,546,798
BROADCOM ORDAVGOTechnology0.75%52,841+52,841+100.00%$16,354,818
TJX ORDTJXConsumer Cyclical0.73%98,908+11,490+13.14%$15,795,608
PARKER HANNIFIN ORDPHIndustrials0.73%17,603+15,780+865.61%$15,758,910
SANDISK ORDSNDKOther0.72%24,441-20,729-45.89%$15,528,345
WESTERN DIGITAL ORDWDCTechnology0.69%55,665-716-1.27%$15,056,826
META PLATFORMS CL A ORDMETACommunication Services0.67%25,408+25,408+100.00%$14,536,679
SOFI TECHNOLOGIES ORDSOFIFinancial Services0.67%910,600+910,600+100.00%$14,460,328
AMERICAN TOWER REITAMTReal Estate0.67%83,659-437-0.52%$14,437,870
NEWMONT ORDNEMBasic Materials0.66%132,218+95,113+256.33%$14,312,599
VALERO ENERGY ORDVLOEnergy0.65%57,368+46,644+434.95%$14,174,485
ALTRIA GROUP ORDMOConsumer Defensive0.63%207,909-47,275-18.53%$13,719,915
METLIFE ORDMETFinancial Services0.63%192,996+118,064+157.56%$13,648,677
CENTERPOINT ENERGY ORDCNPUtilities0.63%314,808+314,808+100.00%$13,587,113
UNITED RENTAL ORDURIIndustrials0.62%18,515+2,913+18.67%$13,489,288
MERCADOLIBRE ORDMELIConsumer Cyclical0.62%7,760+3,032+64.13%$13,417,195
TERADYNE ORDTERTechnology0.61%44,917+8,130+22.10%$13,316,094
RTX ORDRTXIndustrials0.58%65,209+43,052+194.30%$12,578,816
AUTOMATIC DATA PROCESSING ORDADPTechnology0.58%61,545+34,341+126.24%$12,504,713
CME GROUP CL A ORDCMEFinancial Services0.55%40,557+40,557+100.00%$11,978,510
ALNYLAM PHARMACEUTICALS ORDALNYHealthcare0.55%35,719+19,622+121.90%$11,818,346
BLACKSTONE ORDBXFinancial Services0.53%100,845+86,557+605.80%$11,596,167
CUMMINS ORDCMIIndustrials0.52%21,106+16,706+379.68%$11,355,450
O REILLY AUTOMOTIVE ORDORLYConsumer Cyclical0.52%123,004+123,004+100.00%$11,354,499
CELESTICA ORDCLSTechnology0.52%39,947+27,478+220.37%$11,252,271
LUMENTUM HOLDINGS ORDLITETechnology0.51%15,681+650+4.32%$11,019,980
3M ORDMMMIndustrials0.50%75,362+75,362+100.00%$10,944,823
KRAFT HEINZ ORDKHCConsumer Defensive0.49%471,864+451,776+2248.98%$10,612,221
PENTAIR ORDG7S00T104Other0.49%121,538+94,275+345.80%$10,587,175
SEAGATE TECHNOLOGY HOLDINGS ORDSTXOther0.49%27,003+8,272+44.16%$10,578,695
GILEAD SCIENCES ORDGILDHealthcare0.48%74,691+74,691+100.00%$10,409,685
HECLA MINING ORDHLBasic Materials0.48%555,425+453,301+443.87%$10,347,568
JOHNSON CONTROLS INTERNATIONAL ORDJCIIndustrials0.47%77,636+77,636+100.00%$10,166,434
ELI LILLY ORDLLYHealthcare0.47%11,050+11,050+100.00%$10,163,459
AGILENT TECHNOLOGIES ORDAHealthcare0.46%88,083+17,978+25.64%$10,039,700
CROWN HOLDINGS ORDCCKConsumer Cyclical0.46%99,476+66,862+205.01%$9,972,469
INTERNATIONAL BUSINESS MACHINES ORDIBMTechnology0.46%40,997+39,558+2748.99%$9,937,263
BLOOM ENERGY CL A ORDBEIndustrials0.45%71,959-15,241-17.48%$9,749,725
LAS VEGAS SANDS ORDLVSConsumer Cyclical0.45%180,700+50,437+38.72%$9,736,116
SHERWIN WILLIAMS ORDSHWBasic Materials0.45%30,118+2,165+7.75%$9,654,325
IDEXX LABORATORIES ORDIDXXHealthcare0.44%16,820+14,741+709.04%$9,450,990
PAN AMER SILVER ORDPAASBasic Materials0.43%169,905+169,905+100.00%$9,281,910
JB HUNT TRANSPORT SERVICES ORDJBHTIndustrials0.43%43,579+38,744+801.32%$9,234,390
TRUIST FINANCIAL ORDTFCFinancial Services0.43%200,623-16,415-7.56%$9,222,639
WASTE CONNECTIONS ORDWCNIndustrials0.42%56,433+56,433+100.00%$9,166,977
LENNOX INTERNATIONAL ORDLIIIndustrials0.41%19,278+15,505+410.95%$8,947,498
COMFORT SYSTEMS USA ORDFIXIndustrials0.41%6,454+2,049+46.52%$8,900,001
GENERAL DYNAMICS ORDGDIndustrials0.41%25,855+18,521+252.54%$8,873,953
SBA COMMUNICATIONS CL A REIT ORDSBACReal Estate0.41%51,407+51,407+100.00%$8,847,659
CREDO TECHNOLOGY GROUP HOLDING ORDG25457105Other0.40%91,409+38,169+71.69%$8,580,563
VISTRA ORDVSTUtilities0.39%56,914-11,534-16.85%$8,555,882
VISA CL A ORDVFinancial Services0.39%28,222-13,867-32.95%$8,529,817
UNITED AIRLINES HOLDINGS ORDUALIndustrials0.39%92,100+74,715+429.77%$8,479,647
MONSTER BEVERAGE ORDMNSTConsumer Defensive0.39%116,835+45,951+64.83%$8,465,864
RESMED ORDRMDHealthcare0.39%37,619+19,298+105.33%$8,444,713
GOLDMAN SACHS GROUP ORDGSFinancial Services0.38%9,740+9,740+100.00%$8,239,943
SAP ADR REP 1 ORDSAPTechnology0.38%47,655+28,943+154.68%$8,159,013
GE AEROSPACE ORDGEIndustrials0.37%28,554-18,558-39.39%$8,102,769
CHIPOTLE MEXICAN GRILL ORDCMGConsumer Cyclical0.37%247,845+247,845+100.00%$7,933,518
EVERCORE CL A ORDEVRFinancial Services0.36%25,911+25,911+100.00%$7,734,693
BROADRIDGE FINANCIAL SOLUTIONS ORDBRTechnology0.35%47,146+34,418+270.41%$7,660,282
COPART ORDCPRTIndustrials0.34%224,605+161,821+257.74%$7,456,886
CADENCE DESIGN SYSTEMS ORDCDNSTechnology0.34%26,461+23,746+874.62%$7,352,718
DTE ENERGY ORDDTEUtilities0.34%50,126-14,216-22.09%$7,329,424
BROOKFIELD CL A ORDBNFinancial Services0.34%180,092+180,092+100.00%$7,288,323
CAPITAL ONE FINANCIAL ORDCOFFinancial Services0.33%39,642+39,642+100.00%$7,231,890
REGIONS FINANCIAL ORDRFFinancial Services0.33%270,353+219,076+427.24%$7,061,620
ADOBE ORDADBETechnology0.32%28,930-13,285-31.47%$7,032,304
NASDAQ ORDNDAQFinancial Services0.32%81,745+67,824+487.21%$6,939,333
KINROSS GOLD ORDKGCBasic Materials0.32%226,967+84,273+59.06%$6,927,033
BALL ORDBALLConsumer Cyclical0.32%117,131+47,367+67.90%$6,923,613
LENNAR CL A ORDLENConsumer Cyclical0.32%78,944+78,944+100.00%$6,855,497
ACCENTURE CL A ORDACNTechnology0.31%34,244+34,244+100.00%$6,790,243
NVIDIA ORDNVDATechnology0.31%38,511+38,511+100.00%$6,716,318
AMEREN ORDAEEUtilities0.31%60,923+60,923+100.00%$6,696,656
CUBESMART REIT ORDCUBEReal Estate0.30%180,056+110,864+160.23%$6,599,052
XCEL ENERGY ORDXELUtilities0.30%82,632-9,789-10.59%$6,564,286
TYSON FOODS CL A ORDTSNConsumer Defensive0.30%102,144+13,537+15.28%$6,544,366
ALCOA ORDAABasic Materials0.30%98,017+88,352+914.14%$6,501,468
AMERICAN AIRLINES GROUP ORDAALIndustrials0.30%598,031+598,031+100.00%$6,422,853
STRYKER ORDSYKHealthcare0.29%19,405-22,600-53.80%$6,376,289
PERMIAN RESOURCES CL A ORDPREnergy0.29%297,174+250,108+531.40%$6,335,750