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Papamarkou Wellner Asset Management inc.

All holdings · as of Dec 31, 2025

86 positions

CompanyClassValueShares% of portfolio
Apple Inc.—$19.96M73,41512.0%
NVIDIA Corp—$13.58M72,8108.2%
MICROSOFT CORP—$11.29M23,3446.8%
Alphabet Inc.—$9.73M31,0955.8%
Amazon.com Inc—$7.93M34,3474.8%
Visa Inc—$4.81M13,7022.9%
CHEVRON CORP—$4.70M30,8362.8%
Philip Morris International Inc.—$4.27M26,6162.6%
Mastercard Inc—$3.98M6,9792.4%
Alphabet Inc.—$3.65M11,6182.2%
COCA COLA CO—$3.61M51,6082.2%
Intuitive Surgical Inc—$3.58M6,3282.2%
Warren E. Buffett—$3.51M6,9772.1%
S&P Global Inc.—$3.28M6,2822.0%
ELI LILLY & Co—$3.26M3,0312.0%
JPMORGAN CHASE & CO—$3.11M9,6481.9%
RTX Corp—$2.94M16,0201.8%
ASML HOLDING N V—$2.94M2,7461.8%
Meta Platforms Inc—$2.79M4,2221.7%
MCDONALD'S CORP—$2.69M8,8091.6%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.44M8,0171.5%
BlackRock, Inc.—$2.34M2,1881.4%
ABBOTT LABORATORIES—$2.29M18,2421.4%
AbbVie Inc.—$2.20M9,6111.3%
Broadcom Inc.—$2.08M6,0021.2%
GILEAD SCIENCES, INC.—$1.93M15,7201.2%
PROCTER & GAMBLE Co—$1.89M13,1631.1%
Marriott International Inc/MD—$1.83M5,8901.1%
Intercontinental Exchange, Inc.—$1.82M11,2381.1%
DEERE & CO—$1.81M3,8801.1%
CME Group Inc—$1.73M6,3271.0%
INTUIT INC.—$1.67M2,5251.0%
Eaton Corp plc—$1.58M4,9460.9%
LOCKHEED MARTIN CORP—$1.47M3,0490.9%
Union Pacific Corp—$1.27M5,5010.8%
HOME DEPOT, INC.—$1.11M3,2360.7%
Netflix Inc—$1.04M11,1000.6%
QUALCOMM INC/DE—$904.0K5,2850.5%
PROGRESSIVE CORP/OH—$901.5K3,9590.5%
UNITED BANKSHARES INC/WV—$890.8K23,1980.5%
Sibanye Stillwater LimitedSBSWADR$822.5K57,7190.5%
COSTCO WHOLESALE CORP /NEW—$821.8K9530.5%
TEXAS INSTRUMENTS INC—$814.5K4,6950.5%
Newmont Corp—$809.1K8,1030.5%
CISCO SYSTEMS, INC.—$807.2K10,4790.5%
ALTRIA GROUP, INC.—$757.7K13,1400.5%
FTAI Aviation Ltd—$580.7K2,9500.3%
Blackstone Inc—$574.8K3,7290.3%
ServiceNow Inc—$553.0K3,6100.3%
LLOYDS BANKING GROUP PLC—$551.7K104,1000.3%
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