Jeremy Grantham's Stock Picks (2025 Q2): Full Grantham, Mayo, Van Otterloo & Co. LLC Portfolio {year}

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Ticker	Name	Date	Activity	Shares	Shares Change	Value Change
AAON	AAON, Inc.	06/30/2025	Add 73.1%	623,811	+263,434	$19.43 M
AFL	Aflac Incorporated	06/30/2025	Add 18.0%	107,371	+16,393	$1.73 M
AGCO	AGCO Corporation	06/30/2025	Reduce -19.0%	306,637	-71,790	$7.41 M
T	AT&T Inc.	06/30/2025	Add 90.7%	400,531	+190,482	$5.51 M
ABT	Abbott Laboratories	06/30/2025	Reduce -3.6%	7.81 M	-293,045	$39.86 M
ABBV	AbbVie Inc.	06/30/2025	Add 16.1%	6,792	+940	$174,482.79
ASO	Academy Sports and Outdoors, Inc.	06/30/2025	Reduce -9.2%	76,878	-7,815	$350,190.13
GOLF	Acushnet Holdings Corp.	06/30/2025	Reduce -38.4%	313,569	-195,792	$14.26 M
ADBE	Adobe Inc.	06/30/2025	Add 23.3%	4,337	+818	$316,467.92
ATGE	Adtalem Global Education Inc.	06/30/2025	Reduce -30.8%	28,691	-12,743	$1.62 M
AMTX	Aemetis, Inc.	06/30/2025	Reduce -3.8%	1.66 M	-64,900	$160,952.01
AMD	Advanced Micro Devices, Inc.	06/30/2025	Reduce -11.7%	9,752	-1,297	$184,044.33
WMS	Advanced Drainage Systems, Inc.	06/30/2025	Reduce -29.0%	269,389	-109,800	$12.61 M
AMG	Affiliated Managers Group, Inc.	06/30/2025	Reduce -34.1%	16,721	-8,644	$1.7 M
APD	Air Products and Chemicals, Inc.	06/30/2025	Sold Out	35,617	-35,617	$10.5 M
N/A	AIR TRANSPORT SERVICES GRP I	06/30/2025	Sold Out	879,207	-879,207	$19.73 M
AKAM	Akamai Technologies, Inc.	06/30/2025	Add 49.2%	176,531	+58,181	$4.64 M
ALB	Albemarle Corporation	06/30/2025	Add 6.0%	835,806	+47,200	$2.96 M
ACI	Albertsons Companies, Inc.	06/30/2025	New Buy	87,300	+87,300	$1.88 M
ASTL	Algoma Steel Group Inc.	06/30/2025	Sold Out	48,684	-48,684	$264,181

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