Vawter Financial, Ltd.
Top Portfolio Positions
33 positions ·
$21,949,126 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
5,451 | $3,545,003 | 16.15% | |
| AAPL |
Apple Inc.
Technology
|
10,349 | $2,626,472 | 11.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
4,737 | $2,269,970 | 10.34% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,860 | $1,710,772 | 7.79% | |
| PSN |
Parsons Corp
Technology
|
21,312 | $1,154,471 | 5.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,326 | $978,376 | 4.46% | |
| O |
Realty Income Corp
Real Estate
|
10,880 | $665,638 | 3.03% | |
| NVDA |
Nvidia Corp
Technology
|
3,519 | $613,713 | 2.80% | |
| CVX |
Chevron Corp
Energy
|
2,772 | $573,526 | 2.61% | |
| JNJ |
Johnson & Johnson
Healthcare
|
2,276 | $556,345 | 2.53% |
Portfolio Trend
14 quarters · across all stocks
Holdings in UBCP
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $552,564 | 36,329 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $511,692 | 35,658 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $523,257 | 37,429 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $499,572 | 37,226 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $474,708 | 36,516 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $479,455 | 36,516 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $456,920 | 36,408 | Shares | Sole | 2024-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||