StockDriftsStockDriftsTop 50 Professional Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT | 4.9% | 79.9K | $41.0M | -13.74%(-12.73K) | $221.92(+140.41%) | 2026-09-30 | |
| GOOG | ALPHABET, INC. CLASS C | 4.82% | 118.4K | $40.3M | +4.13%(+4.70K) | $93.91(+262.23%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC | 4.08% | 50.6K | $34.2M | -21.92%(-14.21K) | $508.01(+33.73%) | 2026-09-30 | |
| AMZN | AMAZON | 4.05% | 135.9K | $33.9M | -6.23%(-9.03K) | $146.40(+79.27%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC-B | 3.76% | 63.2K | $31.5M | -1.81%(-1.16K) | $254.03(+109.51%) | 2026-09-30 | |
| AZN | ASTRAZENECA PLC | 3.55% | 182.0K | $29.7M | +12.58%(+20.34K) | $143.95(+13.90%) | 2026-09-30 | |
| AAPL | APPLE | 3.49% | 87.6K | $29.2M | -11.69%(-11.60K) | $133.99(+155.95%) | 2026-09-30 | |
| IJH | ISHARES TR S&P MID ETF | 3.35% | 389.6K | $28.0M | +0.05%(+197) | $63.04(+14.81%) | 2026-09-30 | |
| APH | AMPHENOL CORP | 3.3% | 327.4K | $27.6M | -9.54%(-34.52K) | $147.74(-45.66%) | 2026-09-30 | |
| SYK | STRYKER | 3.26% | 99.0K | $27.3M | +18.67%(+15.57K) | $208.20(+43.10%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.70% | +43.14% | +5.44% | +30.33% |
| Top 20 Holdings Unweighted | +12.16% | +41.10% | +5.03% | +27.78% |
Professional Advisory Services INC reports $836.85M in US-listed equity holdings across 90 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.9%), GOOG (4.8%) and TMO (4.1%). The top 20 holdings account for 68.64% of reported assets. Its disclosed equity book has returned +43.14% on a three-year cumulative basis. Figures reflect the Q3 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 Professional Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 894205). View Professional Advisory Services INC’s 13F filings on SEC