13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000010742
Total reported value
$5.1B
$5.1B
179 檔
27.5%
The Q2 2024 SEC filing reveals that Beck Mack & Oliver LLC held a total portfolio value of $5.1B, covering 179 public equity positions.
During Q2 2024, Beck Mack & Oliver LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including APO, MSFT, BX) accounted for 27.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | Stock-Financials | 7.54% | -0.14% | -2.27% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.92% | -0.28% | -4.22% | |
| 3 | BX | Blackstone Inc | Stock-Financials | 6.05% | -0.24% | -1.32% | |
| 4 | ✓ | Stock-Other | 4.40% | — | -3.21% | ||
| 5 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 4.34% | — | -1.38% | |
| 6 | ✓ | Ashtead Group PLC | Stock-Other | 4.23% | — | -0.13% | |
| 7 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.10% | — | +0.14% | |
| 8 | RDNT | Radnet Inc | Stock-Healthcare | 3.99% | +0.15% | -2.52% | |
| 9 | CACC | Credit Acceptance CORP | Stock-Other | 3.86% | +1.10% | +5.32% | |
| 10 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.13% | -0.33% | -0.38% | |
| 11 | LH | Labcorp Holdings Inc | Stock-Healthcare | 2.53% | -0.09% | — | |
| 12 | ROP | Roper Technologies Inc | Stock-Tech | 2.44% | -0.15% | -0.68% | |
| 13 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.13% | -0.17% | +9.81% | |
| 14 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 2.09% | -0.41% | — | |
| 15 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 2.03% | +0.15% | -0.11% | |
| 16 | ✓ | Stock-Other | 1.90% | — | +1.16% | ||
| 17 | ✓ | Stock-Other | 1.81% | — | -9.49% | ||
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | +0.04% | +0.11% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.80% | +0.12% | +1.26% | |
| 20 | FTRE | Fortrea Holdings Inc | Stock-Healthcare | 1.71% | +0.10% | +49.35% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.70% | +0.01% | -1.95% | |
| 22 | FISV | Fiserv Inc | Stock-Other | 1.56% | — | -0.05% | |
| 23 | MTDR | Matador Resources Co | Stock-Energy | 1.54% | -0.45% | +3.30% | |
| 24 | ✓ | Stock-Other | 1.54% | — | +15.61% | ||
| 25 | EPD | Enterprise Products Partners | Stock-Energy | 1.54% | -0.05% | -6.96% | |
| 26 | JEF | Jefferies Financial Group In | Stock-Financials | 1.52% | +0.15% | -12.89% | |
| 27 | WAT | Waters CORP | Stock-Healthcare | 1.48% | +0.52% | +0.30% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 1.48% | +0.30% | -13.60% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.02% | -19.89% | |
| 30 | MKL | Markel Group Inc | Stock-Financials | 1.00% | -0.01% | -2.32% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.02% | -1.47% | |
| 32 | WAB | Wabtec CORP | Stock-Industrials | 0.89% | +0.03% | -5.23% | |
| 33 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 0.88% | +0.01% | +0.27% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | +0.02% | -4.41% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.05% | -4.44% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | -0.07% | -1.31% | |
| 37 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.69% | — | -38.34% | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.50% | +0.01% | -0.79% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.05% | -4.47% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.15% | -0.98% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.10% | -0.53% | |
| 42 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.45% | -0.18% | +33.11% | |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.44% | +0.05% | -30.96% | |
| 44 | GSATUSD | Globalstar Inc | Stock-Other | 0.43% | — | +0.52% | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.42% | -0.03% | -5.87% | |
| 46 | HUBB | Hubbell Inc | Stock-Industrials | 0.40% | — | -2.47% | |
| 47 | DOV | Dover CORP | Stock-Industrials | 0.39% | +0.01% | -6.49% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | — | -6.23% | |
| 49 | DIBS | 1stdibs.com Inc | Stock-Other | 0.29% | -0.03% | +57.01% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.28% | +0.03% | -0.34% |
According to official SEC Form 13F filings, Beck Mack & Oliver LLC reported a total U.S. public equity portfolio value of $5.1B across 179 disclosed positions in Q2 2024.
During Q2 2024, Beck Mack & Oliver LLC's top holdings by market value included APO (7.5%)、MSFT (6.9%)、BX (6.0%). The largest single position, APO, represented 7.5% of total portfolio value.
In Q2 2024, Beck Mack & Oliver LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.