Elfun Trusts Significantly Reduces Stake in Broadcom Inc by 60.7%

This article first appeared on GuruFocus.

Elfun Trusts (Trades, Portfolio) recently submitted its N-PORT filing for the third quarter of 2025, revealing strategic investment decisions made during this period. Elfun Trusts (Trades, Portfolio) is a fund exclusively available to General Electric’s U.S. employees and trustees, forming part of the Elfun Funds alongside the Elfun International Equity Fund. Managed by William Sandow and Christopher Sierakowski since 2019, the fund focuses on U.S. equity securities, selecting stocks based on individual company merits. The fund aims to achieve its investment objectives by investing in companies with significant U.S. operations and potential for future dividends, emphasizing stock selection as a key performance driver.

Elfun Trusts (Trades, Portfolio) added a total of two stocks to its portfolio in the third quarter of 2025:

• The most significant…