§ 13F · FUND PROFILE
Bull Street Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $208.0B (13F)Positions · 89Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TJX | TJX Companies Inc. | 71K | $10.9B | 5.1% | −1% |
| 2 | AAPL | Apple Inc. | 37K | $10.1B | 4.7% | −1% |
| 3 | JNJ | Johnson & Johnson | 48K | $9.9B | 4.6% | ±0% |
| 4 | BSV | Vanguard Sh Term Bond ETF | 107K | $8.4B | 3.9% | ±0% |
| 5 | MSFT | Microsoft Corporation | 17K | $8.3B | 3.9% | ±0% |
| 6 | VGSH | Vanguard Sh Term Govt ETF | 138K | $8.1B | 3.8% | +1% |
| 7 | KO | Coca-Cola Company | 103K | $7.2B | 3.4% | ±0% |
| 8 | COST | Costco Wholesale Corp | 8K | $6.7B | 3.1% | ±0% |
| 9 | HD | Home Depot Inc. | 17K | $5.9B | 2.7% | ±0% |
| 10 | JPM | JPMorgan Chase & Co | 17K | $5.4B | 2.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BULL SIGNAL
AC read
Bull Street Advisors, LLC is a Other fund managing $208.0 trillion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed