D'Orazio & Associates, Inc.

Position in AXP — American Express Co

CIK 1646821 VIENNA, VA

Position in AXP

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$344,222

-$98,978 QoQ

Shares Held

1,138

-5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

D'Orazio & Associates, Inc. holds $3,596,085 across 6 Credit Services names. AXP ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,954	$1,799,536
2	MA	Mastercard Inc	1,926	$962,345
3	AXP	American Express Co This page	1,138	$344,222
4	COF	Capital One Financial Corp	1,486	$271,090
5	FINV	FinVolution Group	25,556	$122,413
6	MFIN	Medallion Financial Corp	11,271	$96,479

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$344,222	1,138	-5.0%	Shares	Sole	2026-05-07
2025-12-31	$443,200	1,198	+5.5%	Shares	Sole	2026-02-04
2025-09-30	$377,333	1,136	+4.8%	Shares	Sole	2025-11-10
2025-06-30	$345,774	1,084	-2.1%	Shares	Sole	2025-08-08
2025-03-31	$297,838	1,107	+3.9%	Shares	Sole	2025-04-17
2024-12-31	$316,081	1,065	+2.9%	Shares	Sole	2025-01-28
2024-09-30	$280,692	1,035	+14.5%	Shares	Sole	2024-11-05
2024-06-30	$209,321	904	+251.8%	Shares	Sole	2024-08-08
2021-09-30	$43,055	257	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.