§ 13F · FUND PROFILE
Papamarkou Wellner Asset Management inc..
AUM · $162M (13F)Positions · 81Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 74K | $19M | 11.8% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 75K | $13M | 8.2% | ±0% |
| 3 | GOOGL | ALPHABET INC | 31K | $9M | 5.6% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 24K | $9M | 5.6% | ±0% |
| 5 | AMZN | AMAZON COM INC | 36K | $7M | 4.7% | ±0% |
| 6 | CVX | CHEVRON CORPORATION | 31K | $6M | 4.0% | ±0% |
| 7 | PM | PHILIP MORRIS INTL INC | 45K | $4M | 2.8% | +67% |
| 8 | V | VISA INC | 14K | $4M | 2.6% | ±0% |
| 9 | KO | COCA COLA CO | 53K | $4M | 2.5% | ±0% |
| 10 | MA | MASTERCARD INCORPORATED | 7K | $4M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PAPAMARKOU SIGNAL
AC read
Papamarkou Wellner Asset Management inc. is a Other fund managing $162 million in assets. The fund runs a portfolio of 81 positions.
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