StockDriftsStockDriftsTop 50 Papamarkou Wellner Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.8% | 74.1K | $18.8M | +0.00%(+0) | $232.65(+31.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.17% | 74.6K | $13.0M | +0.13%(+100) | $129.16(+74.33%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.6% | 30.9K | $8.9M | +0.00%(+0) | $177.58(+94.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.57% | 24.0K | $8.9M | +0.00%(+0) | $425.93(+16.31%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.66% | 35.6K | $7.4M | +0.00%(+0) | $203.46(+29.09%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 4.02% | 31.0K | $6.4M | +0.00%(+0) | $147.98(+35.16%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 2.8% | 44.7K | $4.5M | +66.50%(+17.83K) | $143.11(+33.04%) | 2026-06-30 | |
| V | VISA INC | 2.63% | 13.9K | $4.2M | +0.00%(+0) | $295.94(+23.05%) | 2026-06-30 | |
| KO | COCA COLA CO | 2.54% | 53.3K | $4.1M | +0.00%(+0) | $67.32(+30.28%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.31% | 7.4K | $3.7M | +0.00%(+0) | $511.51(+11.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.65% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.93% |
Papamarkou Wellner Asset Management INC reports $159.41M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.8%), NVDA (8.2%) and GOOGL (5.6%). The top 20 holdings account for 69.51% of reported assets. Its disclosed equity book has returned +19.65% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Papamarkou Wellner Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2063952). View Papamarkou Wellner Asset Management INC’s 13F filings on SEC