Papamarkou Wellner Asset Management inc.

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    81

  • Value ($000)

    $161,712

  • Date Filed
    11/17/2025
  • Form type
    13F-HR
  • CIK
    0002063952
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$18.82 M
12 %

73,925

NVDA
NVDA

NVIDIA CORPORATION

COM
$13.69 M
9 %

73,395

MSFT
MSFT

MICROSOFT CORP

COM
$12.12 M
8 %

23,409

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$7.71 M
5 %

31,725

AMZN
AMZN

AMAZON COM INC

COM
$7.59 M
5 %

34,567

CHV
CHV

CHEVRON CORP NEW

COM
$4.79 M
3 %

30,819

V
V

VISA INC

COM CL A
$4.67 M
3 %

13,681

PM
PM

PHILIP MORRIS INTL INC

COM
$4.10 M
3 %

25,272

MA
MA

MASTERCARD INCORPORATED

CL A
$4.01 M
3 %

7,050

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$3.51 M
2 %

6,979

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