Papamarkou Wellner Asset Management inc.
CIK
2063952
City
NEW YORK
State / Country
NY
Top Portfolio Positions
80 positions ·
$156,338,678 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
74,145 | $18,817,259 | 12.04% |
| NVDA |
Nvidia Corp
Technology
|
74,542 | $13,000,124 | 8.32% |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,940 | $8,897,106 | 5.69% |
| MSFT |
Microsoft Corp
Technology
|
23,984 | $8,878,157 | 5.68% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,621 | $7,418,785 | 4.75% |
| CVX |
Chevron Corp
Energy
|
31,005 | $6,414,934 | 4.10% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
26,818 | $4,434,088 | 2.84% |
| V |
Visa Inc.
Financial Services
|
13,865 | $4,190,557 | 2.68% |
| KO |
Coca Cola Co
Consumer Defensive
|
53,282 | $4,052,096 | 2.59% |
| PGR |
Progressive Corp/Oh/
Financial Services
|
19,684 | $3,902,156 | 2.50% |
Holdings in EDD
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,005 | 21,500 | Shares | Sole | 2026-05-15 | |
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