account_balance
Investment manager · 13F filer · SEC CIK 894205
Professional Advisory Services Inc
Reported value$837Mas of Sep 30, 2026
Positions90 3 new, 6 sold out
Top 10 weight38.5%MSFT alone is 5%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
4.9%Trimmed −14%
GOOGAlphabet Inc.
4.8%Added +4%
TMOThermo Fisher Scientific Inc.
4.1%Trimmed −22%
AMZNAmazon.com Inc
4.0%Trimmed −6%
BRK-BBerkshire Hathaway Inc
3.8%
AZNAstrazeneca PLC
3.5%Added +13%
AAPLApple Inc.
3.5%Trimmed −12%
IJHiShares Tr S&P Mid ETF
3.3%
APHAmphenol Corp
3.3%Trimmed −10%
SYKStryker Corp
3.3%Added +19%
AJGArthur J. Gallagher & Co.
3.2%Added +9%
ELVElevance Health, Inc.
3.2%
MSFTMicrosoft Corp
4.9%−14%
GOOGAlphabet Inc.
4.8%+4%
TMOThermo Fisher Scientific Inc.
4.1%
AMZNAmazon.com Inc
4.0%−6%
BRK-BBerkshire Hathaway Inc
3.8%
AZNAstrazeneca PLC
3.5%+13%
AAPLApple Inc.
3.5%
IJHiShares Tr S&P Mid ETF
3.3%
APHAmphenol Corp
3.3%
SYKStryker Corp
3.3%
AJGArthur J. Gallagher & Co.
3.2%
ELVElevance Health, Inc.
3.2%
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
MSFT Microsoft Corp 4.9% Trimmed −14%GOOG Alphabet Inc. 4.8% Added +4%TMO Thermo Fisher Scientific Inc. 4.1% Trimmed −22%AMZN Amazon.com Inc 4.0% Trimmed −6%BRK-B Berkshire Hathaway Inc 3.8% HeldAZN Astrazeneca PLC 3.5% Added +13%AAPL Apple Inc. 3.5% Trimmed −12%
IJH iShares Tr S&P Mid ETF 3.3% Held
APH Amphenol Corp 3.3% Trimmed −10%SYK Stryker Corp 3.3% Added +19%AJG Arthur J. Gallagher & Co. 3.2% Added +9%ELV Elevance Health, Inc. 3.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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