Councilmark Asset Management, LLC: 13F holdings
CIK 20220762026Q2
| Positions | 84 |
|---|
| Reported value | $188.9m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 84 (-1 vs prior quarter) |
|---|
| Reported value | $188.9m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VIG Vanguard Dividend Appreciation | 83,740 | $19.8m | 10.5% |
| AAPL Apple Inc. | 65,334 | $18.9m | 10.0% |
| GOOGL Alphabet, Inc. - Cl A | 30,492 | $10.9m | 5.8% |
| MSFT Microsoft Corp. | 26,442 | $9.9m | 5.2% |
| BRK-B Berkshire Hathaway, Inc. - Cla | 18,081 | $9.0m | 4.8% |
| GOOG Alphabet, Inc. - Cl C | 23,169 | $8.2m | 4.3% |
| MCK McKesson Corp. | 9,307 | $7.0m | 3.7% |
| WMT Walmart Inc. | 59,222 | $6.7m | 3.6% |
| HD Home Depot, Inc. | 16,433 | $5.8m | 3.1% |
| VTI Vanguard Total Stock Market ET | 14,829 | $5.5m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2022076")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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