Institutions / Papamarkou Wellner Asset Management inc.
Papamarkou Wellner Asset Management inc.
CIK 2063952 · Institution · as of Dec 31, 2025
Portfolio value
$166.40M
Positions
86
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $19.96M | 12.0% |
| NVIDIA Corp | $13.58M | 8.2% |
| Microsoft Corp | $11.29M | 6.8% |
| Alphabet Inc. | $9.73M | 5.8% |
| Amazon.com Inc | $7.93M | 4.8% |
| Visa Inc | $4.81M | 2.9% |
| Chevron Corp | $4.70M | 2.8% |
| Philip Morris International Inc. | $4.27M | 2.6% |
| Mastercard Inc | $3.98M | 2.4% |
| Alphabet Inc. | $3.65M | 2.2% |
| Coca Cola Co | $3.61M | 2.2% |
| Intuitive Surgical Inc | $3.58M | 2.2% |
| Warren E. Buffett | $3.51M | 2.1% |
| S&P Global Inc. | $3.28M | 2.0% |
| ELI LILLY & Co | $3.26M | 2.0% |
| JPMORGAN CHASE & CO | $3.11M | 1.9% |
| RTX Corp | $2.94M | 1.8% |
| Asml Holding N V | $2.94M | 1.8% |
| Meta Platforms Inc | $2.79M | 1.7% |
| Mcdonald'S Corp | $2.69M | 1.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.44M | 1.5% |
| BlackRock, Inc. | $2.34M | 1.4% |
| Abbott Laboratories | $2.29M | 1.4% |
| AbbVie Inc. | $2.20M | 1.3% |
| Broadcom Inc. | $2.08M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.