Papamarkou Wellner Asset Management inc.
87 holdingsFiling period: 2026-03-31Current AUM: $183.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 74.1K | $18.8M | $22.9M | 12.50% | +730 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 74.5K | $13.0M | $15.0M | 8.18% | +1.7K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 30.9K | $8.9M | $11.0M | 6.01% | -155 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 24.0K | $8.9M | $11.1M | 6.08% | +640 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 35.6K | $7.4M | $9.7M | 5.28% | +1.3K | 2026-03-31 |
| 6 | CVX | CHEVRON CORPORATION | 31.0K | $6.4M | $6.1M | 3.33% | +169 | 2026-03-31 |
| 7 | PM | PHILIP MORRIS INTL INC | 26.8K | $4.4M | $5.1M | 2.79% | +202 | 2026-03-31 |
| 8 | V | VISA INC | 13.9K | $4.2M | $5.1M | 2.77% | +163 | 2026-03-31 |
| 9 | KO | COCA COLA CO | 53.3K | $4.1M | $4.7M | 2.55% | +1.7K | 2026-03-31 |
| 10 | MA | MASTERCARD INCORPORATED | 7.4K | $3.7M | $4.2M | 2.30% | +388 | 2026-03-31 |
| 11 | — | ASML HLDG NV | 2.8K | $3.6M | $3.6M | 1.98% | +7 | 2026-03-31 |
| 12 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.2K | $3.4M | $3.4M | 1.87% | +187 | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 11.7K | $3.4M | $4.2M | 2.29% | +129 | 2026-03-31 |
| 14 | PGR | PROGRESSIVE CORP | 19.7K | $3.2M | $3.4M | 1.85% | +15.7K | 2026-03-31 |
| 15 | RTX | RTX CORPORATION | 16.0K | $3.1M | $3.4M | 1.88% | -- | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 10.3K | $3.0M | $3.6M | 1.99% | +696 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 5.2K | $3.0M | $2.9M | 1.58% | +983 | 2026-03-31 |
| 18 | ISRG | INTUITIVE SURGICAL INC | 6.4K | $3.0M | $2.3M | 1.24% | +116 | 2026-03-31 |
| 19 | LLY | ELI LILLY & CO | 3.2K | $2.9M | $3.6M | 1.98% | +135 | 2026-03-31 |
| 20 | MCD | MCDONALDS CORP | 9.1K | $2.8M | $2.5M | 1.34% | +254 | 2026-03-31 |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.0K | $2.7M | $3.2M | 1.76% | -51 | 2026-03-31 |
| 22 | SPGI | S&P GLOBAL INC | 5.6K | $2.4M | $2.3M | 1.27% | -648 | 2026-03-31 |
| 23 | DE | DEERE & CO | 3.9K | $2.2M | $2.3M | 1.27% | +60 | 2026-03-31 |
| 24 | GILD | GILEAD SCIENCES INC | 15.9K | $2.2M | $2.1M | 1.13% | +171 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 10.1K | $2.2M | $2.5M | 1.38% | +452 | 2026-03-31 |
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