Papamarkou Wellner Asset Management inc. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$151.1B

Holdings

79

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (79 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
74,450$15.3B10.11%
2
NVDANVIDIA CORPORATION
74,965$11.8B7.84%
3
MSFTMICROSOFT CORP
23,662$11.8B7.79%
4
AMZNAMAZON COM INC
34,567$7.6B5.02%
5
GOOGLALPHABET INC
32,175$5.7B3.75%
6
VVISA INC
13,681$4.9B3.21%
7
4I1PHILIP MORRIS INTL INC
25,337$4.6B3.05%
8
MAMASTERCARD INCORPORATED
7,050$4.0B2.62%
9
KOCOCA COLA CO
51,958$3.7B2.43%
10
ISRGINTUITIVE SURGICAL INC
6,311$3.4B2.27%
11
SPGIS&P GLOBAL INC
6,490$3.4B2.26%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
7,005$3.4B2.25%
13
METAMETA PLATFORMS INC
4,221$3.1B2.06%
14
JPMJPMORGAN CHASE & CO.
9,382$2.7B1.80%
15
MCDMCDONALDS CORP
8,777$2.6B1.70%
16
ABTABBOTT LABS
18,209$2.5B1.64%
17
LLYELI LILLY & CO
3,034$2.4B1.57%
18
RTXRTX CORPORATION
16,180$2.4B1.56%
19
TXNTEXAS INSTRS INC
11,271$2.3B1.55%
20
ASMLASML HOLDING N V
2,909$2.3B1.54%
21
BLKBLACKROCK INC
2,195$2.3B1.52%
22
CVXCHEVRON CORP NEW
15,892$2.3B1.51%
23
GOOGALPHABET INC
11,830$2.1B1.39%
24
ICEINTERCONTINENTAL EXCHANGE IN
11,166$2.0B1.36%
25
HESHESS CORP
14,589$2.0B1.34%
26
PGPROCTER AND GAMBLE CO
12,609$2.0B1.33%
27
INTUINTUIT
2,461$1.9B1.28%
28
TSMTAIWAN SEMICONDUCTOR MFG LTD
8,124$1.8B1.22%
29
ABBVABBVIE INC
9,559$1.8B1.17%
30
ETNEATON CORP PLC
4,928$1.8B1.16%
31
GILDGILEAD SCIENCES INC
15,772$1.7B1.16%
32
CMECME GROUP INC
6,277$1.7B1.14%
33
HDHOME DEPOT INC
4,675$1.7B1.13%
34
AVGOBROADCOM INC
5,989$1.7B1.09%
35
NFLXNETFLIX INC
1,228$1.6B1.09%
36
MARMARRIOTT INTL INC NEW
5,883$1.6B1.06%
37
EOGEOG RES INC
12,778$1.5B1.01%
38
NOWSERVICENOW INC
1,447$1.5B0.98%
39
LMTLOCKHEED MARTIN CORP
2,991$1.4B0.92%
40
CMCSACOMCAST CORP NEW
37,875$1.4B0.89%
41
UNPUNION PAC CORP
5,829$1.3B0.89%
42
ODFLOLD DOMINION FREIGHT LINE IN
6,768$1.1B0.73%
43
LYGLLOYDS BANKING GROUP PLC
102,850$871.0M0.58%
44
QCOMQUALCOMM INC
5,327$848.4M0.56%
45
UBSIUNITED BANKSHARES INC WEST V
23,198$845.1M0.56%
46
COSTCOSTCO WHSL CORP NEW
797$789.0M0.52%
47
MOALTRIA GROUP INC
13,140$770.4M0.51%
48
BLBLACKLINE INC
13,548$767.1M0.51%
49
AVPTAVEPOINT INC
30,400$587.0M0.39%
50
SNOWSNOWFLAKE INC
2,185$488.9M0.32%
51
NEMNEWMONT CORP
8,073$470.3M0.31%
52
VOXRVOX ROYALTY CORP
135,488$428.1M0.28%
53
BNDVANGUARD BD INDEX FDS
5,730$421.9M0.28%
54
SBSWSIBANYE STILLWATER LTD
57,719$416.7M0.28%
55
ETENERGY TRANSFER L P
22,108$400.8M0.27%
56
PDPAGERDUTY INC
25,953$396.6M0.26%
57
ADPAUTOMATIC DATA PROCESSING IN
1,089$335.8M0.22%
58
CWANCLEARWATER ANALYTICS HLDGS I
15,240$334.2M0.22%
59
UNHUNITEDHEALTH GROUP INC
1,000$312.0M0.21%
60
TPRTAPESTRY INC
3,475$305.1M0.20%
61
GNLGLOBAL NET LEASE INC
36,225$273.5M0.18%
62
CPCANADIAN PACIFIC KANSAS CITY
3,295$261.3M0.17%
63
CUBECUBESMART
5,800$246.5M0.16%
64
NABLN-ABLE INC
26,745$216.6M0.14%
65
KNTKKINETIK HOLDINGS INC
4,850$213.6M0.14%
66
GECCGREAT ELM CAP CORP
19,500$208.0M0.14%
67
XEMDXWESTERN ASSET EMERGING MKTS
20,000$201.0M0.13%
68
PPTPUTNAM PREMIER INCOME TR
50,000$183.5M0.12%
69
VZLAVIZSLA SILVER CORP
61,148$180.2M0.12%
70
SMWBSIMILARWEB LTD
21,199$166.2M0.11%
71
HFROHIGHLAND OPPS & INCOME FD
30,000$156.0M0.10%
72
BLWBLACKROCK LTD DURATION INCOM
10,000$141.8M0.09%
73
WBDWARNER BROS DISCOVERY INC
11,600$132.9M0.09%
74
ARISARIS MNG CORP
19,608$131.8M0.09%
75
SPMEURAMERICAS GOLD AND SILVER COR
157,401$126.9M0.08%
76
MTAMETALLA RTY & STREAMING LTD
30,272$116.2M0.08%
77
EMXEMX RTY CORP
46,100$115.9M0.08%
78
EDDMORGAN STANLEY EMERGING MKTS
21,500$110.1M0.07%
79
IAUI-80 GOLD CORP
15,000$9.0M0.01%