Frederick Rowe Portfolio Analysis: Top Holdings in Tech & Consumer Stocks

As of March 31, 2026, investor Frederick (Shad) Rowe, managing funds through Greenbrier Partners Capital Management, maintains a substantial portfolio heavily concentrated in leading technology and consumer companies. His top holdings reflect a strategic focus on established industry leaders while incorporating exposure to growth sectors.

Rowe's largest position is in Apple Inc. (AAPL), holding approximately 1.18 million shares valued at nearly $300 million, representing 23.08% of his total portfolio. This position saw a reduction of 242,638 shares (-17.05%) from the previous period, indicating a strategic rebalancing or valuation adjustment.

Close behind is Meta Platforms Inc. (META), with 395,100 shares valued at $226 million, accounting for 17.41% of the portfolio. This stake also experienced a slight reduction of 5,882 shares (-1.47%) during the period.

The investor's third-largest holding is Costco Wholesale Corporation (COST), with 222,472 shares valued at $221.7 million, making up 17.07% of the portfolio. This position saw minimal change, with just 1,880 shares (-0.84%) sold off.

Continuing the top holdings, Alphabet Inc. (GOOG) represents a significant 10.22% allocation with 462,748 shares valued at $132.7 million. This stake also saw a small decrease of 3,911 shares (-0.84%) from prior period data.

Amazon.com Inc. (AMZN) holds the ninth position in the top ten, with 621,219 shares valued at $129.4 million, contributing 9.96% to the portfolio. This stake also experienced a minor reduction of 5,250 shares (-0.84%) during the period.

For more detailed information about Frederick (Shad) Rowe's investment profile and holdings, please visit Greenbrier Partners Capital Management. Investors can gain further insights into market trends and stock performance by exploring individual stock profiles on InsiderSet.