Filed: 4/24/2025ACC: 0001790837-25-000004
📋 What this filing means
BULL STREET ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $208.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$208.7K
Total AUM (reported)
1.78M
Total Shares
Allocation by class
COM$165.2K79.1%
OTR$43.6K20.9%
Portfolio Concentration
Top 3$26.0K12.4%
4–10$51.0K24.4%
11–25$58.3K27.9%
Rest$73.5K35.2%
Top 3 weight
12.4%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 1.78M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings89
Rows:
TJX Companies Inc.
SOLEShares72.08K
TypeSH
Market value$8.8K
4.21%
Sole
0.00
Shared
0.00
None
72.08K
Apple Inc.
SOLEShares38.92K
TypeSH
Market value$8.6K
4.14%
Sole
0.00
Shared
0.00
None
38.92K
Vanguard Sh Term Bond ETF
SOLEShares109.28K
TypeSH
Market value$8.6K
4.10%
Sole
0.00
Shared
0.00
None
109.28K
Vanguard Sh Term Govt ETF
SOLEShares135.56K
TypeSH
Market value$8.0K
3.81%
Sole
0.00
Shared
0.00
None
135.56K
Johnson & Johnson
SOLEShares47.83K
TypeSH
Market value$7.9K
3.80%
Sole
0.00
Shared
0.00
None
47.83K
Costco Wholesale Corp
SOLEShares8.08K
TypeSH
Market value$7.6K
3.66%
Sole
0.00
Shared
0.00
None
8.08K
Coca-Cola Company
SOLEShares103.57K
TypeSH
Market value$7.4K
3.55%
Sole
0.00
Shared
0.00
None
103.57K
Fiserv Inc.
SOLEShares32K
TypeSH
Market value$7.1K
3.39%
Sole
0.00
Shared
0.00
None
32K
Microsoft Corporation
SOLEShares17.49K
TypeSH
Market value$6.6K
3.15%
Sole
0.00
Shared
0.00
None
17.49K
Home Depot Inc.
SOLEShares17.42K
TypeSH
Market value$6.4K
3.06%
Sole
0.00
Shared
0.00
None
17.42K
Berkshire Hathaway Class B
SOLEShares9.90K
TypeSH
Market value$5.3K
2.53%
Sole
0.00
Shared
0.00
None
9.90K
Exxon Mobil Corporation
SOLEShares37.53K
TypeSH
Market value$4.5K
2.14%
Sole
0.00
Shared
0.00
None
37.53K
IShares ST Corp Bond ETF
SOLEShares82.53K
TypeSH
Market value$4.3K
2.07%
Sole
0.00
Shared
0.00
None
82.53K
Danaher Corporation
SOLEShares20.97K
TypeSH
Market value$4.3K
2.06%
Sole
0.00
Shared
0.00
None
20.97K
Vanguard Sh Term Corp ETF
SOLEShares53.57K
TypeSH
Market value$4.2K
2.03%
Sole
0.00
Shared
0.00
None
53.57K
JPMorgan Chase & Co
SOLEShares16.95K
TypeSH
Market value$4.2K
1.99%
Sole
0.00
Shared
0.00
None
16.95K
Amgen Inc.
SOLEShares13.04K
TypeSH
Market value$4.1K
1.95%
Sole
0.00
Shared
0.00
None
13.04K
Automatic Data Processing Inc.
SOLEShares13.16K
TypeSH
Market value$4.0K
1.93%
Sole
0.00
Shared
0.00
None
13.16K
Procter & Gamble Co.
SOLEShares23.07K
TypeSH
Market value$3.9K
1.88%
Sole
0.00
Shared
0.00
None
23.07K
Vanguard Interm Corp ETF
SOLEShares46.55K
TypeSH
Market value$3.8K
1.82%
Sole
0.00
Shared
0.00
None
46.55K
Sysco Corporation
SOLEShares46.17K
TypeSH
Market value$3.5K
1.66%
Sole
0.00
Shared
0.00
None
46.17K
American Express Co.
SOLEShares11.48K
TypeSH
Market value$3.1K
1.48%
Sole
0.00
Shared
0.00
None
11.48K
Mondelez International Inc
SOLEShares45.52K
TypeSH
Market value$3.1K
1.48%
Sole
0.00
Shared
0.00
None
45.52K
Vanguard Interm Govt ETF
SOLEShares51.73K
TypeSH
Market value$3.1K
1.47%
Sole
0.00
Shared
0.00
None
51.73K
Elevance Health, Inc.
SOLEShares6.90K
TypeSH
Market value$3.0K
1.44%
Sole
0.00
Shared
0.00
None
6.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX Companies Inc.SOLE | COM | 72.08K | SH | $8.8K 4.21% | 0.00 | 0.00 | 72.08K |
Apple Inc.SOLE | COM | 38.92K | SH | $8.6K 4.14% | 0.00 | 0.00 | 38.92K |
Vanguard Sh Term Bond ETFSOLE | OTR | 109.28K | SH | $8.6K 4.10% | 0.00 | 0.00 | 109.28K |
Vanguard Sh Term Govt ETFSOLE | OTR | 135.56K | SH | $8.0K 3.81% | 0.00 | 0.00 | 135.56K |
Johnson & JohnsonSOLE | COM | 47.83K | SH | $7.9K 3.80% | 0.00 | 0.00 | 47.83K |
Costco Wholesale CorpSOLE | COM | 8.08K | SH | $7.6K 3.66% | 0.00 | 0.00 | 8.08K |
Coca-Cola CompanySOLE | COM | 103.57K | SH | $7.4K 3.55% | 0.00 | 0.00 | 103.57K |
Fiserv Inc.SOLE | COM | 32K | SH | $7.1K 3.39% | 0.00 | 0.00 | 32K |
Microsoft CorporationSOLE | COM | 17.49K | SH | $6.6K 3.15% | 0.00 | 0.00 | 17.49K |
Home Depot Inc.SOLE | COM | 17.42K | SH | $6.4K 3.06% | 0.00 | 0.00 | 17.42K |
Berkshire Hathaway Class BSOLE | COM | 9.90K | SH | $5.3K 2.53% | 0.00 | 0.00 | 9.90K |
Exxon Mobil CorporationSOLE | COM | 37.53K | SH | $4.5K 2.14% | 0.00 | 0.00 | 37.53K |
IShares ST Corp Bond ETFSOLE | OTR | 82.53K | SH | $4.3K 2.07% | 0.00 | 0.00 | 82.53K |
Danaher CorporationSOLE | COM | 20.97K | SH | $4.3K 2.06% | 0.00 | 0.00 | 20.97K |
Vanguard Sh Term Corp ETFSOLE | OTR | 53.57K | SH | $4.2K 2.03% | 0.00 | 0.00 | 53.57K |
JPMorgan Chase & CoSOLE | COM | 16.95K | SH | $4.2K 1.99% | 0.00 | 0.00 | 16.95K |
Amgen Inc.SOLE | COM | 13.04K | SH | $4.1K 1.95% | 0.00 | 0.00 | 13.04K |
Automatic Data Processing Inc.SOLE | COM | 13.16K | SH | $4.0K 1.93% | 0.00 | 0.00 | 13.16K |
Procter & Gamble Co.SOLE | COM | 23.07K | SH | $3.9K 1.88% | 0.00 | 0.00 | 23.07K |
Vanguard Interm Corp ETFSOLE | OTR | 46.55K | SH | $3.8K 1.82% | 0.00 | 0.00 | 46.55K |
Sysco CorporationSOLE | COM | 46.17K | SH | $3.5K 1.66% | 0.00 | 0.00 | 46.17K |
American Express Co.SOLE | COM | 11.48K | SH | $3.1K 1.48% | 0.00 | 0.00 | 11.48K |
Mondelez International IncSOLE | COM | 45.52K | SH | $3.1K 1.48% | 0.00 | 0.00 | 45.52K |
Vanguard Interm Govt ETFSOLE | OTR | 51.73K | SH | $3.1K 1.47% | 0.00 | 0.00 | 51.73K |
Elevance Health, Inc.SOLE | COM | 6.90K | SH | $3.0K 1.44% | 0.00 | 0.00 | 6.90K |
Page 1 of 4