Papamarkou Wellner Asset Management inc.: 13F holdings
CIK 20639522026Q2
| Positions | 75 |
|---|
| Reported value | $477.4m |
|---|
| Filed | 2026-08-17 |
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Change since last quarter
| Positions | 75 (-11 vs prior quarter) |
|---|
| Reported value | $477.4m (+191.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LMT LOCKHEED MARTIN CORP | 627,798 | $319.8m | 67.0% |
| AAPL APPLE INC | 74,145 | $18.8m | 3.9% |
| NVDA NVIDIA CORPORATION | 74,642 | $13.0m | 2.7% |
| GOOGL ALPHABET INC | 30,940 | $8.9m | 1.9% |
| MSFT MICROSOFT CORP | 23,984 | $8.9m | 1.9% |
| AMZN AMAZON COM INC | 35,621 | $7.4m | 1.6% |
| CVX CHEVRON CORPORATION | 31,005 | $6.4m | 1.3% |
| PM PHILIP MORRIS INTL INC | 44,652 | $4.5m | 0.9% |
| V VISA INC | 13,865 | $4.2m | 0.9% |
| KO COCA COLA CO | 53,282 | $4.1m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2063952")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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