Wallace Hart LLC

Q1 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    32

  • Value ($000)

    $39,786

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0002018963
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TEXAS PACIFIC LAND CORPORATI

COM
$4.81 M
12 %

3,632

COST
COST

COSTCO WHSL CORP NEW

COM
$2.28 M
6 %

2,409

TMUS
TMUS

T-MOBILE US INC

COM
$2.10 M
5 %

7,884

AAPL
AAPL

APPLE INC

COM
$1.96 M
5 %

8,827

AMGN
AMGN

AMGEN INC

COM
$1.63 M
4 %

5,229

MIGA
MIGA

MICROSTRATEGY INC

CL A NEW
$1.61 M
4 %

5,602

NFLX
NFLX

NETFLIX INC

COM
$1.58 M
4 %

1,691

AUDP
AUDP

AUTOMATIC DATA PROCESSING IN

COM
$1.45 M
4 %

4,751

PEO
PEO

EXELON CORP

COM
$1.43 M
4 %

31,087

AEP
AEP

AMERICAN ELEC PWR CO INC

COM
$1.42 M
4 %

13,036

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