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S.A. Mason LLC

All holdings · as of Dec 31, 2025

260 positions

CompanyClassValueShares% of portfolio
Dynatrace, Inc.$101.5K2,3420.0%
Viking Therapeutics Inc$102.0K2,9000.0%
Vanguard Short-Term Corporate$102.5K1,2850.0%
Medtronic plc$104.0K1,0830.0%
Invesco Preferred ETF$106.0K9,4300.0%
ROKU, INC$109.4K1,0080.0%
iShares U.S. Small-Cap Equity Factor ETF$109.7K1,4650.0%
Vanguard Intermediate-Term Cor$109.7K1,3100.0%
Dimensional U.S. Equity ETF$110.6K1,4910.0%
LINDE PLC$110.9K2600.0%
US Treasury 3 Month Bill ETF$114.7K2,3000.0%
iShares MSCI UAE ETF$115.8K8800.0%
DOLLAR TREE, INC.$117.2K9530.0%
GPGI, Inc. ("Issuer") (formerly, CompoSecure, Inc.)$118.0K6,1190.0%
Marriott International Inc/MD$118.2K3810.0%
AB Ultra Short Income ETF$118.8K2,3530.0%
iShares 0-3 Month Treasury Bond ETF$118.8K1,1840.0%
TRACTOR SUPPLY CO /DE$120.0K2,4000.0%
DFA Tax-Managed US Targeted Value$120.8K2,0290.0%
Carnival Corp Ltd.$122.2K4,0000.0%
Dimensional US Large Cap Value ETF$128.3K3,7490.1%
GRAIL, Inc.$128.3K1,4990.1%
iShares S&P Mid-Cap 400 Growth$129.4K1,3360.1%
Rio Tinto PLC$130.1K1,6260.1%
Invesco Defensive Equity ETF$130.4K1,4500.1%
Plains All American Pipeline LP$133.0K7,4040.1%
Western Digital Corp$133.5K7750.1%
DTE ENERGY CO$134.0K1,0390.1%
Aberdeen Standard Physical Sil$134.3K1,9850.1%
SPDR Portfolio TIPS ETF$136.0K5,2400.1%
TRAVELERS COMPANIES, INC.$137.5K4740.1%
DARDEN RESTAURANTS INC$138.0K7500.1%
Invesco Exchange-Traded Fund T$140.1K1,3550.1%
Vanguard Information Technolog$141.0K1870.1%
Duke Energy Corp$142.4K1,2150.1%
Defiance Quantum ETF$142.9K1,3030.1%
Vanguard Total International B$143.6K2,9710.1%
LAM RESEARCH CORP$145.0K8470.1%
BROADRIDGE FINANCIAL SOLUTIONS INC$145.1K6500.1%
Estee Lauder Cos Inc/The$145.7K1,3910.1%
TARGET CORP$146.6K1,5000.1%
SOUTHERN CO$151.1K1,7330.1%
L3HARRIS TECHNOLOGIES, INC. /DE$151.8K5170.1%
Viking Holdings Ltd$153.5K2,1500.1%
Invesco Exchange-Traded Fund T$154.1K2,6000.1%
iShares Core MSCI EAFE ETF$154.3K1,7250.1%
Weyerhaeuser Co$157.3K6,6400.1%
AT&T INC.$158.3K6,3730.1%
ServiceNow Inc$160.1K1,0450.1%
Pacer US Cash Cows 100 ETF$162.2K2,6950.1%
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