Papamarkou Wellner Asset Management inc. 13F Holdings

CIK 0002063952 · NEW YORK, NY

As of Sep 30, 2025, Papamarkou Wellner Asset Management inc. reported 81 positions worth 61.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology73,925 8.8M11.64%
NVIDIA CORPNVDATechnology73,395 3.7M8.47%
MICROSOFT CORPMSFTTechnology23,409 2.1M7.50%
ALPHABET INCGOOGLEquity31,725$7.7M4.77%
AMAZON.COM INCAMZNEquity34,567$7.6M4.69%
CHEVRON CORPCHVEnergy30,819$4.8M2.96%
VISA INC-CLASS A SHARESVFinancial Services13,681$4.7M2.89%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive25,272$4.1M2.53%
MASTERCARD INCMAFinancial Services7,050$4.0M2.48%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services6,979$3.5M2.17%
COCA COLA COKOConsumer Defensive51,958$3.4M2.13%
S&P GLOBAL INCSPGIFinancial Services6,465$3.1M1.95%
META PLATFORMS INCMETACommunication Services4,191$3.1M1.90%
JPMORGAN CHASE & COJPMFinancial Services9,402$3.0M1.83%
ALPHABET INCGOOGEquity11,830$2.9M1.78%
INTUITIVE SURGICAL INCISRGHealthcare6,311$2.8M1.75%
RTX CORPRTXEquity16,180$2.7M1.67%
ASML HOLDING NVASMLTechnology2,773$2.7M1.66%
MCDONALDS CORPMCDConsumer Cyclical8,777$2.7M1.65%
BLACKROCK INCBLKFinancial Services2,185$2.5M1.58%
ABBOTT LABORATORIESABTHealthcare18,209$2.4M1.51%
ELI LILLY & COLLYHealthcare3,034$2.3M1.43%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology7,954$2.2M1.37%
ABBVIE INCABBVEquity9,559$2.2M1.37%
BROADCOM INCAVGOTechnology5,989$2.0M1.22%