Burton Enright Welch
Top Portfolio Positions
62 positions ·
$89,403,413 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVX |
Chevron Corp
Energy
|
80,636 | $16,683,588 | 18.66% | |
| MCK |
Mckesson Corp
Healthcare
|
12,057 | $10,433,645 | 11.67% | |
| AAPL |
Apple Inc.
Technology
|
32,837 | $8,333,702 | 9.32% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
22,764 | $5,670,057 | 6.34% | |
| MSFT |
Microsoft Corp
Technology
|
8,429 | $3,120,162 | 3.49% | |
| NVDA |
Nvidia Corp
Technology
|
16,568 | $2,889,459 | 3.23% | |
| AVGO |
Broadcom Inc.
Technology
|
8,830 | $2,732,973 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,693 | $2,643,571 | 2.96% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
53,920 | $2,628,600 | 2.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,356 | $2,402,851 | 2.69% |
Portfolio Trend
Holdings in CERS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,121 | 11,056 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,775 | 11,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,579 | 11,056 | Shares | Sole | 2026-03-09 | |
| 2025-06-30 | $15,588 | 11,056 | Shares | Sole | 2026-03-09 | |
| No 13F history on record for this holder in this stock. | ||||||