MASECO LLP
Top Portfolio Positions
235 positions ·
$27,894,920 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
10,924 | $7,104,314 | 25.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,534 | $3,981,161 | 14.27% | |
| AAPL |
Apple Inc.
Technology
|
7,304 | $1,853,682 | 6.65% | |
| AZN |
Astrazeneca PLC
Healthcare
|
7,410 | $1,461,400 | 5.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
5,475 | $1,190,757 | 4.27% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,443 | $1,170,685 | 4.20% | |
| MSFT |
Microsoft Corp
Technology
|
3,115 | $1,153,079 | 4.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
6,014 | $723,424 | 2.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,227 | $702,003 | 2.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
3,866 | $600,351 | 2.15% |
Portfolio Trend
4 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,872 | 36 | Shares | Sole | 2026-04-21 | |
| 2025-06-30 | $3,872 | 35 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||