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S.A. Mason LLC

All holdings · as of Dec 31, 2025

260 positions

CompanyClassValueShares% of portfolio
LINDE PLC$110.9K2600.0%
Dimensional U.S. Equity ETF$110.6K1,4910.0%
Vanguard Intermediate-Term Cor$109.7K1,3100.0%
iShares U.S. Small-Cap Equity Factor ETF$109.7K1,4650.0%
ROKU, INC$109.4K1,0080.0%
Invesco Preferred ETF$106.0K9,4300.0%
Medtronic plc$104.0K1,0830.0%
Vanguard Short-Term Corporate$102.5K1,2850.0%
Viking Therapeutics Inc$102.0K2,9000.0%
Dynatrace, Inc.$101.5K2,3420.0%
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