StockDriftsStockDriftsTop 50 Professional Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET, INC. CLASS C | 4.81% | 113.7K | $40.2M | -7.65%(-9.42K) | $83.45(+310.60%) | 2026-06-30 | |
| MSFT | MICROSOFT | 4.14% | 92.6K | $34.6M | +1.24%(+1.13K) | $221.92(+119.03%) | 2026-06-30 | |
| AMZN | AMAZON | 4.13% | 145.0K | $34.6M | -5.67%(-8.71K) | $146.40(+79.33%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC | 3.89% | 64.8K | $32.5M | +9.83%(+5.80K) | $508.01(+16.18%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC-B | 3.86% | 64.4K | $32.2M | +4.57%(+2.81K) | $253.80(+97.53%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 3.82% | 181.0K | $31.9M | new | $147.74(+13.87%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 3.62% | 161.6K | $30.2M | new | $139.97(+11.80%) | 2026-06-30 | |
| IJH | ISHARES TR S&P MID ETF | 3.59% | 389.4K | $30.0M | +1.22%(+4.70K) | $63.04(+24.61%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES | 3.55% | 51.1K | $29.7M | -53.73%(-59.30K) | $145.27(+252.63%) | 2026-06-30 | |
| AAPL | APPLE | 3.44% | 99.2K | $28.7M | +4.19%(+3.99K) | $133.99(+127.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.88% | +40.04% | +5.52% | +30.84% |
| Top 20 Holdings Unweighted | +11.52% | +38.71% | +5.18% | +28.71% |
Professional Advisory Services INC reports $835.68M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (4.8%), MSFT (4.1%) and AMZN (4.1%). The top 20 holdings account for 69.78% of reported assets. Its disclosed equity book has returned +40.04% on a three-year cumulative basis. 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.
Sign up free to track Professional Advisory Services INC, compare funds side by side, and get alerts the moment positions change.
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