account_balance

Investment manager · 13F filer · SEC CIK 2063952

Papamarkou Wellner Asset Management inc.

Reported value$159Mas of Jun 30, 2026
Positions75 5 new, 16 sold out
Top 10 weight50.1%AAPL alone is 12%
FiledAug 1748 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 11.8% HeldNVDA NVIDIA Corp 8.2% HeldGOOGL Alphabet Inc. 5.6% HeldMSFT Microsoft Corp 5.6% HeldAMZN Amazon.com Inc 4.7% HeldCVX Chevron Corp 4.0% HeldPM Philip Morris International Inc. 2.8% Added +67%V Visa Inc. 2.6% HeldKO Coca-Cola Co 2.5% HeldMA Mastercard Inc 2.3% HeldASML ASML Holding NV 2.3% HeldBRK-B Berkshire Hathaway Inc 2.2% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 17, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • PGR −69%
  • PG −14%
  • BND −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist