Papamarkou Wellner Asset Management inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Papamarkou Wellner Asset Management inc. held in its portfolio 86 assets valued at $166,402,699 (i.e. $166.40M).
The most valuable assets in the portfolio included: APPLE INC ($19.96M), NVIDIA CORPORATION ($13.58M), and MICROSOFT CORP ($11.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Papamarkou Wellner Asset Management inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 73415 | 19958602 | COM |
| NVIDIA CORPORATION | 72810 | 13579065 | COM |
| MICROSOFT CORP | 23344 | 11289625 | COM |
| ALPHABET INC | 31095 | 9732735 | CAP STK CL A |
| AMAZON COM INC | 34347 | 7927975 | COM |
| VISA INC | 13702 | 4805428 | COM CL A |
| CHEVRON CORP NEW | 30836 | 4699715 | COM |
| PHILIP MORRIS INTL INC | 26616 | 4269206 | COM |
| MASTERCARD INCORPORATED | 6979 | 3984172 | CL A |
| ALPHABET INC | 11618 | 3645728 | CAP STK CL C |
| COCA COLA CO | 51608 | 3607915 | COM |
| INTUITIVE SURGICAL INC | 6328 | 3583926 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 6977 | 3506989 | CL B NEW |
| S&P GLOBAL INC | 6282 | 3282910 | COM |
| ELI LILLY & CO | 3031 | 3257355 | COM |
| JPMORGAN CHASE & CO. | 9648 | 3108779 | COM |
| RTX CORPORATION | 16020 | 2938068 | COM |
| ASML HOLDING N V | 2746 | 2937836 | N Y REGISTRY SHS |
| META PLATFORMS INC | 4222 | 2786900 | CL A |
| MCDONALDS CORP | 8809 | 2692295 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 8017 | 2436286 | SPONSORED ADS |
| BLACKROCK INC | 2188 | 2341904 | COM |
| ABBOTT LABS | 18242 | 2285540 | COM |
| ABBVIE INC | 9611 | 2196017 | COM |
| BROADCOM INC | 6002 | 2077292 | COM |
| GILEAD SCIENCES INC | 15720 | 1929473 | COM |
| PROCTER AND GAMBLE CO | 13163 | 1886390 | COM |
| MARRIOTT INTL INC NEW | 5890 | 1827314 | CL A |
| INTERCONTINENTAL EXCHANGE IN | 11238 | 1820106 | COM |
| DEERE & CO | 3880 | 1806412 | COM |
| CME GROUP INC | 6327 | 1727777 | COM |
| INTUIT | 2525 | 1672611 | COM |
| EATON CORP PLC | 4946 | 1575350 | SHS |
| LOCKHEED MARTIN CORP | 3049 | 1474710 | COM |
| UNION PAC CORP | 5501 | 1272491 | COM |
| HOME DEPOT INC | 3236 | 1113508 | COM |
| NETFLIX INC | 11100 | 1040736 | COM |
| QUALCOMM INC | 5285 | 903999 | COM |
| PROGRESSIVE CORP | 3959 | 901543 | COM |
| UNITED BANKSHARES INC WEST V | 23198 | 890803 | COM |
| SIBANYE STILLWATER LTD | 57719 | 822496 | SPONSORED ADR |
| COSTCO WHSL CORP NEW | 953 | 821810 | COM |
| TEXAS INSTRS INC | 4695 | 814536 | COM |
| NEWMONT CORP | 8103 | 809085 | COM |
| CISCO SYS INC | 10479 | 807197 | COM |
| ALTRIA GROUP INC | 13140 | 757652 | COM |
| FTAI AVIATION LTD | 2950 | 580708 | SHS |
| BLACKSTONE INC | 3729 | 574788 | COM |
| SERVICENOW INC | 3610 | 553016 | COM |
| LLOYDS BANKING GROUP PLC | 104100 | 551730 | SPONSORED ADR |
| EOG RES INC | 5026 | 527780 | COM |
| VOX ROYALTY CORP | 106250 | 503625 | COM |
| NEXTERA ENERGY INC | 5946 | 477345 | COM |
| COMCAST CORP NEW | 15385 | 459858 | CL A |
| TAPESTRY INC | 3475 | 444001 | COM |
| VANGUARD BD INDEX FDS | 5730 | 424421 | TOTAL BND MRKT |
| OLD DOMINION FREIGHT LINE IN | 2644 | 414579 | COM |
| BLACKLINE INC | 6997 | 386864 | COM |
| ENERGY TRANSFER L P | 22486 | 370794 | COM UT LTD PTN |
| WARNER BROS DISCOVERY INC | 11600 | 334312 | COM SER A |
| VIZSLA SILVER CORP | 60887 | 334065 | COM NEW |
| BRAZE INC | 9650 | 330899 | COM CL A |
| UNITEDHEALTH GROUP INC | 1000 | 330110 | COM |
| AMERICAS GOLD AND SILVER COR | 62570 | 321387 | COM NEW |
| FABRINET | 687 | 312777 | SHS |
| ATLAS ENERGY SOLUTIONS INC | 32050 | 301911 | COM NEW |
| REGENERON PHARMACEUTICALS | 382 | 294854 | COM |
| USCF ETF TR | 8300 | 288419 | GOLD STRATEGY |
| WESTERN ASSET EMERGING MKTS | 26400 | 280632 | COM |
| PUTNAM PREMIER INCOME TR | 77000 | 272580 | SH BEN INT |
| AUTOMATIC DATA PROCESSING IN | 1049 | 269834 | COM |
| HIGHLAND OPPS & INCOME FD | 45000 | 269100 | HIGHLAND INCOME |
| SNOWFLAKE INC | 1162 | 254896 | COM SHS |
| HSBC HLDGS PLC | 3230 | 254104 | SPON ADR NEW |
| METALLA RTY & STREAMING LTD | 29618 | 230428 | COM NEW |
| ARIS MNG CORP | 13539 | 219888 | COM |
| CUBESMART | 5950 | 214498 | COM |
| CLEARBRIDGE ENERGY MIDSTRM O | 4800 | 214320 | COM |
| GREAT ELM CAP CORP | 30200 | 212759 | COM NEW |
| MIDCAP FINANCIAL INVSTMNT CO | 16941 | 193805 | COM NEW |
| BLACKSTONE LONG SHORT CR INC | 15750 | 183645 | COM SHS BN INT |
| ELEMENTAL RTY CORP | 10750 | 182428 | COM NEW |
| DOUBLELINE OPPORTUNISTIC CR | 10500 | 160125 | COM |
| BLUE OWL CAPITAL CORPORATION | 10000 | 124300 | COM |
| MORGAN STANLEY EMERGING MKTS | 21500 | 116745 | COM |
| I-80 GOLD CORP | 15000 | 22107 | COM |
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