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CIK: 0000010742
Total reported value
$5.1B
$5.1B
189 檔
29.3%
In Q2 2025, Beck Mack & Oliver LLC's U.S. equity holdings reached a combined market value of $5.1B, distributed across 189 disclosed stock positions.
During Q2 2025, 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, BX, MSFT) accounted for 29.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APO | Apollo Global Management Inc | Stock-Financials | 7.59% | -0.14% | -2.39% | |
| 2 | BX | Blackstone Inc | Stock-Financials | 6.33% | -0.24% | -1.88% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.14% | -0.28% | -6.70% | |
| 4 | ✓ | Ashtead Group PLC | Stock-Other | 4.29% | — | +6.17% | |
| 5 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.29% | — | -10.41% | |
| 6 | ✓ | Stock-Other | 3.78% | — | -2.20% | ||
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.66% | -0.33% | -3.11% | |
| 8 | CACC | Credit Acceptance CORP | Stock-Other | 3.66% | +1.10% | -4.71% | |
| 9 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 3.58% | -0.41% | +0.13% | |
| 10 | RDNT | Radnet Inc | Stock-Healthcare | 3.54% | +0.15% | -0.53% | |
| 11 | LH | Labcorp Holdings Inc | Stock-Healthcare | 3.08% | -0.09% | -2.07% | |
| 12 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 3.03% | +0.10% | +7.86% | |
| 13 | ✓ | Stock-Other | 2.65% | — | -4.63% | ||
| 14 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 2.59% | +0.15% | +3.74% | |
| 15 | OWL | Blue Owl Capital Inc | Stock-Financials | 2.48% | -0.17% | -0.02% | |
| 16 | AXP | American Express Co | Stock-Financials | 2.46% | +0.12% | +0.40% | |
| 17 | ROP | Roper Technologies Inc | Stock-Tech | 2.45% | -0.15% | +1.19% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | +0.04% | -4.17% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.20% | +0.01% | +0.44% | |
| 20 | ✓ | Stock-Other | 2.12% | — | -3.55% | ||
| 21 | FISV | Fiserv Inc | Stock-Other | 2.09% | — | +17.95% | |
| 22 | WAT | Waters CORP | Stock-Healthcare | 1.66% | +0.52% | -0.29% | |
| 23 | ✓ | Stock-Other | 1.44% | — | -4.57% | ||
| 24 | JEF | Jefferies Financial Group In | Stock-Financials | 1.34% | +0.15% | -2.25% | |
| 25 | MTDR | Matador Resources Co | Stock-Energy | 1.28% | -0.45% | -7.07% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.03% | +0.30% | +0.22% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | -0.02% | -3.83% | |
| 28 | MKL | Markel Group Inc | Stock-Financials | 0.97% | -0.01% | -14.72% | |
| 29 | WAB | Wabtec CORP | Stock-Industrials | 0.97% | +0.03% | -2.83% | |
| 30 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 0.96% | +0.01% | -4.14% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.02% | +3.39% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | +0.15% | +19.95% | |
| 33 | BN | Brookfield CORP | Stock-Financials | 0.67% | +0.01% | -0.37% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.05% | -1.44% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.07% | -4.52% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.10% | -1.61% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | +0.02% | -17.95% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.54% | -0.03% | -0.48% | |
| 39 | GSAT | Globalstar Inc | Stock-Other | 0.53% | +0.22% | +0.22% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.53% | -0.05% | -9.55% | |
| 41 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 0.49% | -0.18% | -4.43% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.05% | +2.22% | |
| 43 | HUBB | Hubbell Inc | Stock-Industrials | 0.39% | — | -1.78% | |
| 44 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 0.37% | — | -37.51% | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.35% | +0.05% | -6.13% | |
| 46 | SDHC | Smith Douglas Homes CORP | Stock-Other | 0.31% | +0.03% | -0.63% | |
| 47 | ✓ | Stock-Other | 0.30% | — | -0.17% | ||
| 48 | ✓ | Stock-Other | 0.28% | — | -0.32% | ||
| 49 | SYY | Sysco CORP | Stock-Consumer Staples | 0.26% | +0.03% | -0.11% | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.23% | — | -6.23% |
According to official SEC Form 13F filings, Beck Mack & Oliver LLC reported a total U.S. public equity portfolio value of $5.1B across 189 disclosed positions in Q2 2025.
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.
During Q2 2025, Beck Mack & Oliver LLC's top holdings by market value included APO (7.6%)、BX (6.3%)、MSFT (6.1%). The largest single position, APO, represented 7.6% of total portfolio value.
In Q2 2025, 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.
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