Papamarkou Wellner Asset Management inc. holds a focused book of 86 stocks worth $163.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ameren Corporation and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 11% of the equity book.
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Use Arkolith to show Papamarkou Wellner Asset Management inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $18.8M | 74.1K | 11.5% | ▲+1.0% Added · +730 sh | |
| 2 | Nvidia Corporation COM | $13.0M | 74.5K | 8.0% | ▲+2.4% Added · +2K sh | |
| 3 | Alphabet Inc CAP STK CL A | $8.9M | 30.9K | 5.4% | ▼−0.5% Reduced · −155 sh | |
| 4 | Microsoft Corp COM | $8.9M | 24.0K | 5.4% | ▲+2.7% Added · +640 sh | |
| 5 | Amazon Com Inc COM | $7.4M | 35.6K | 4.5% | ▲+3.7% Added · +1K sh | |
| 6 | Chevron Corporation COM | $6.4M | 31.0K | 3.9% | ▲+0.5% Added · +169 sh | |
| 7 | Philip Morris Intl Inc COM | $4.4M | 26.8K | 2.7% | ▲+0.8% Added · +202 sh | |
| 8 | Visa Inc COM CL A | $4.2M | 13.9K | 2.6% | ▲+1.2% Added · +163 sh | |
| 9 | Coca Cola Co COM | $4.1M | 53.3K | 2.5% | ▲+3.2% Added · +2K sh | |
| 10 | Mastercard Incorporated CL A | $3.7M | 7.4K | 2.2% | ▲+5.5% Added · +388 sh | |
| 11 | ASML Hldg NV N Y REGISTRY SHS | $3.6M | 2.8K | 2.2% | ▲+0.3% Added · +7 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $3.4M | 7.2K | 2.1% | ▲+2.7% Added · +187 sh | |
| 13 | Alphabet Inc CAP STK CL C | $3.4M | 11.7K | 2.1% | ▲+1.1% Added · +129 sh | |
| 14 | Progressive Corp COM | $3.2M | 19.7K | 1.9% | ▲+397% Added · +16K sh | |
| 15 | RTX Corporation COM | $3.1M | 16.0K | 1.9% | —Held | |
| 16 | JPMorgan Chase & Co COM | $3.0M | 10.3K | 1.9% | ▲+7.2% Added · +696 sh | |
| 17 | Meta Platforms Inc CL A | $3.0M | 5.2K | 1.8% | ▲+23% Added · +983 sh | |
| 18 | Intuitive Surgical Inc COM NEW | $3.0M | 6.4K | 1.8% | ▲+1.8% Added · +116 sh | |
| 19 | Eli Lilly & Co COM | $2.9M | 3.2K | 1.8% | ▲+4.5% Added · +135 sh | |
| 20 | McDonalds Corp COM | $2.8M | 9.1K | 1.7% | ▲+2.9% Added · +254 sh | |
| 21 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.7M | 8.0K | 1.6% | ▼−0.6% Reduced · −51 sh | |
| 22 | S&P Global Inc COM | $2.4M | 5.6K | 1.5% | ▼−10% Reduced · −648 sh | |
| 23 | Deere & Co COM | $2.2M | 3.9K | 1.4% | ▲+1.5% Added · +60 sh | |
| 24 | Gilead Sciences Inc COM | $2.2M | 15.9K | 1.4% | ▲+1.1% Added · +171 sh | |
| 25 | Abbvie Inc COM | $2.2M | 10.1K | 1.3% | ▲+4.7% Added · +452 sh | |
| 26 | BlackRock Inc COM | $2.1M | 2.2K | 1.3% | ▲+0.9% Added · +19 sh | |
| 27 | Abbott Laboratories COM | $2.0M | 19.4K | 1.2% | ▲+6.5% Added · +1K sh | |
| 28 | Marriott Intl Inc New CL A | $2.0M | 6.0K | 1.2% | ▲+1.7% Added · +100 sh | |
| 29 | Procter & Gamble Co COM | $2.0M | 13.5K | 1.2% | ▲+2.8% Added · +365 sh | |
| 30 | Cme Group Inc COM | $1.9M | 6.4K | 1.2% | ▲+1.8% Added · +116 sh | |
| 31 | Broadcom Inc COM | $1.9M | 6.1K | 1.2% | ▲+1.9% Added · +115 sh | |
| 32 | Lockheed Martin Corp COM | $1.9M | 3.1K | 1.1% | ▲+0.9% Added · +28 sh | |
| 33 | Eaton Corp PLC SHS | $1.8M | 5.2K | 1.1% | ▲+4.3% Added · +215 sh | |
| 34 | Intercontinental Exchange In COM | $1.8M | 11.6K | 1.1% | ▲+3.6% Added · +405 sh | |
| 35 | Blackstone Inc COM | $1.5M | 12.9K | 0.9% | ▲+246% Added · +9K sh | |
| 36 | Union Pac Corp COM | $1.3M | 5.5K | 0.8% | ▼−0.5% Reduced · −30 sh | |
| 37 | Costco Wholesale Corporation COM | $1.0M | 1.0K | 0.6% | ▲+6.5% Added · +62 sh | |
| 38 | Netflix Inc. COM | $982K | 10.2K | 0.6% | ▼−8.0% Reduced · −885 sh | |
| 39 | Cisco Sys Inc COM | $973K | 12.5K | 0.6% | ▲+20% Added · +2K sh | |
| 40 | United Bankshares Inc West V COM | $961K | 23.2K | 0.6% | —Held | |
| 41 | Newmont Corp COM | $885K | 8.2K | 0.5% | ▲+0.9% Added · +70 sh | |
| 42 | Altria Group Inc COM | $867K | 13.1K | 0.5% | —Held | |
| 43 | Texas Instrs Inc COM | $859K | 4.4K | 0.5% | ▼−5.8% Reduced · −270 sh | |
| 44 | Intuit COM | $817K | 1.9K | 0.5% | ▼−25% Reduced · −636 sh | |
| 45 | HSBC Hldgs PLC SPON ADR NEW | $771K | 9.4K | 0.5% | ▲+190% Added · +6K sh | |
| 46 | Sibanye Stillwater Ltd SPONSORED ADR | $711K | 57.7K | 0.4% | —Held | |
| 47 | Qualcomm Inc COM | $681K | 5.3K | 0.4% | —Held | |
| 48 | Ameren Corp COM | $605K | 5.5K | 0.4% | ▲New New position | |
| 49 | Vox Royalty Corp COM | $565K | 107.8K | 0.3% | ▲+1.4% Added · +2K sh | |
| 50 | NextEra Energy Inc COM | $557K | 6.0K | 0.3% | ▲+0.8% Added · +50 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.