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Asset Manager ← All Institutions

Papamarkou Wellner Asset Management inc.

Q1 2026 · Filed 2026-02-18
Market Value
$0
-100.0%
Holdings
81
-8
New Purchases
0
Added To
0
Closed
81
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 31 $0 0%
Large Cap 30 $0 0%
Mid Cap 7 $0 0%
Small Cap 9 $0 0%
Micro Cap 4 $0 0%

Portfolio Analytics

Avg Market Cap
$540.3B
Median Market Cap
$123.6B
Avg P/E
30.8
Median P/E
25.6
Avg Dividend Yield
0.03%
Avg Beta
0.90
# Stocks
74
# ETFs / Funds
7

Top Holdings (81 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BLK —% -$2M -2,188 -100.0% SOLD
2 CVX —% -$5M -30,836 -100.0% SOLD
3 EMD —% -$281K -26,400 -100.0% SOLD
4 NOW —% -$553K -3,610 -100.0% SOLD
5 CUBE —% -$214K -5,950 -100.0% SOLD
6 HFRO —% -$269K -45,000 -100.0% SOLD
7 NEE —% -$477K -5,946 -100.0% SOLD
8 SNOW —% -$255K -1,162 -100.0% SOLD
9 ICE —% -$2M -11,238 -100.0% SOLD
10 HD —% -$1M -3,236 -100.0% SOLD
11 DE —% -$2M -3,880 -100.0% SOLD
12 HSBC —% -$254K -3,230 -100.0% SOLD
13 ET —% -$371K -22,486 -100.0% SOLD
14 EMO —% -$214K -4,800 -100.0% SOLD
15 EOG —% -$528K -5,026 -100.0% SOLD
16 AESI —% -$302K -32,050 -100.0% SOLD
17 MO —% -$758K -13,140 -100.0% SOLD
18 KO —% -$4M -51,608 -100.0% SOLD
19 TPR —% -$444K -3,475 -100.0% SOLD
20 SPGI —% -$3M -6,282 -100.0% SOLD
21 ABBV —% -$2M -9,611 -100.0% SOLD
22 ABT —% -$2M -18,242 -100.0% SOLD
23 PM —% -$4M -26,616 -100.0% SOLD
24 LMT —% -$1M -3,049 -100.0% SOLD
25 BX —% -$575K -3,729 -100.0% SOLD
26 JPM —% -$3M -9,648 -100.0% SOLD
27 PG —% -$2M -13,163 -100.0% SOLD
28 V —% -$5M -13,702 -100.0% SOLD
29 EDD —% -$117K -21,500 -100.0% SOLD
30 ETN —% -$2M -4,946 -100.0% SOLD
31 UNP —% -$1M -5,501 -100.0% SOLD
32 QCOM —% -$904K -5,285 -100.0% SOLD
33 LLY —% -$3M -3,031 -100.0% SOLD
34 FN —% -$313K -687 -100.0% SOLD
35 NEM —% -$809K -8,103 -100.0% SOLD
36 MA —% -$4M -6,979 -100.0% SOLD
37 MCD —% -$3M -8,809 -100.0% SOLD
38 ARIS —% -$220K -13,539 -100.0% SOLD
39 OBDC —% -$124K -10,000 -100.0% SOLD
40 UNH —% -$330K -1,000 -100.0% SOLD
41 RTX —% -$3M -16,020 -100.0% SOLD
42 AMZN —% -$8M -34,347 -100.0% SOLD
43 ASML —% -$3M -2,746 -100.0% SOLD
44 LYG —% -$552K -104,100 -100.0% SOLD
45 PGR —% -$902K -3,959 -100.0% SOLD
46 TSM —% -$2M -8,017 -100.0% SOLD
47 COST —% -$822K -953 -100.0% SOLD
48 CSCO —% -$807K -10,479 -100.0% SOLD
49 ADP —% -$270K -1,049 -100.0% SOLD
50 CME —% -$2M -6,327 -100.0% SOLD
51 CMCSA —% -$460K -15,385 -100.0% SOLD
52 PPT —% -$273K -77,000 -100.0% SOLD
53 MAR —% -$2M -5,890 -100.0% SOLD
54 AAPL —% -$20M -73,415 -100.0% SOLD
55 BL —% -$387K -6,997 -100.0% SOLD
56 ISRG —% -$4M -6,328 -100.0% SOLD
57 BND —% -$424K -5,730 -100.0% SOLD
58 INTU —% -$2M -2,525 -100.0% SOLD
59 META —% -$3M -4,222 -100.0% SOLD
60 IAUX —% -$22K -15,000 -100.0% SOLD
61 REGN —% -$295K -382 -100.0% SOLD
62 TXN —% -$815K -4,695 -100.0% SOLD
63 ODFL —% -$415K -2,644 -100.0% SOLD
64 UBSI —% -$891K -23,198 -100.0% SOLD
65 WBD —% -$334K -11,600 -100.0% SOLD
66 AVGO —% -$2M -6,002 -100.0% SOLD
67 GOOGL —% -$10M -31,095 -100.0% SOLD
68 GOOG —% -$4M -11,618 -100.0% SOLD
69 MSFT —% -$11M -23,344 -100.0% SOLD
70 MTA —% -$230K -29,618 -100.0% SOLD
71 BRZE —% -$331K -9,650 -100.0% SOLD
72 GILD —% -$2M -15,720 -100.0% SOLD
73 NFLX —% -$1M -11,100 -100.0% SOLD
74 BRK-B —% -$4M -6,977 -100.0% SOLD
75 DBL —% -$160K -10,500 -100.0% SOLD
76 SBSW —% -$822K -57,719 -100.0% SOLD
77 BGX —% -$184K -15,750 -100.0% SOLD
78 USG —% -$288K -8,300 -100.0% SOLD
79 VOXCF —% -$504K -106,250 -100.0% SOLD
80 AINV —% -$194K -16,941 -100.0% SOLD
81 NVDA —% -$14M -72,810 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
CVX —%
EMD —%
NOW —%
CUBE —%
HFRO —%
NEE —%
SNOW —%
ICE —%
HD —%
ABBV —%
BLK —%
ET —%
EMO —%
EOG —%
View SEC EDGAR Filings for Papamarkou Wellner Asset Management inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms