Papamarkou Wellner Asset Management inc.
Top Portfolio Positions
83 positions ·
$160,301,966 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
74,145 | $18,817,259 | 11.74% | |
| NVDA |
Nvidia Corp
Technology
|
74,542 | $13,000,124 | 8.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,940 | $8,897,106 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
23,984 | $8,878,157 | 5.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,621 | $7,418,785 | 4.63% | |
| CVX |
Chevron Corp
Energy
|
31,005 | $6,414,934 | 4.00% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
26,818 | $4,434,088 | 2.77% | |
| V |
Visa Inc.
Financial Services
|
13,865 | $4,190,557 | 2.61% | |
| KO |
Coca Cola Co
Consumer Defensive
|
53,282 | $4,052,096 | 2.53% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
19,684 | $3,902,156 | 2.43% |
Portfolio Trend
6 quarters · across all stocks
Holdings in HFRO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,950 | 45,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,100 | 45,000 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $190,500 | 30,000 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $156,000 | 30,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $156,000 | 30,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $155,700 | 30,000 | Shares | Sole | 2025-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||