Bull Street Advisors, LLC
Top Portfolio Positions
77 positions ·
$170,001,138 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
46,166 | $11,284,817 | 6.64% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
70,017 | $11,181,714 | 6.58% | |
| AAPL |
Apple Inc.
Technology
|
36,813 | $9,342,771 | 5.50% | |
| KO |
Coca Cola Co
Consumer Defensive
|
103,001 | $7,833,226 | 4.61% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
7,733 | $7,705,393 | 4.53% | |
| XOM |
Exxon Mobil Corp
Energy
|
37,486 | $6,359,874 | 3.74% | |
| MSFT |
Microsoft Corp
Technology
|
16,939 | $6,270,309 | 3.69% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
16,837 | $5,537,520 | 3.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,491 | $4,850,992 | 2.85% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,740 | $4,667,408 | 2.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PWP
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,149,128 | 63,278 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||