Filed: 7/25/2025ACC: 0001790837-25-000006
📋 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 $208.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$208.0K
Total AUM (reported)
1.77M
Total Shares
Allocation by class
COM$163.8K78.8%
OTR$44.1K21.2%
Portfolio Concentration
Top 3$25.9K12.4%
4–10$49.9K24.0%
11–25$58.5K28.1%
Rest$73.8K35.5%
Top 3 weight
12.4%
Top 10 weight
36.4%
Voting Authority Distribution
Total shares with voting rights: 1.77M
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
1.77M
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.
SOLEShares71.59K
TypeSH
Market value$8.8K
4.25%
Sole
0.00
Shared
0.00
None
71.59K
Microsoft Corporation
SOLEShares17.27K
TypeSH
Market value$8.6K
4.13%
Sole
0.00
Shared
0.00
None
17.27K
Vanguard Sh Term Bond ETF
SOLEShares107.03K
TypeSH
Market value$8.4K
4.05%
Sole
0.00
Shared
0.00
None
107.03K
Vanguard Sh Term Govt ETF
SOLEShares135.84K
TypeSH
Market value$8.0K
3.84%
Sole
0.00
Shared
0.00
None
135.84K
Costco Wholesale Corp
SOLEShares7.89K
TypeSH
Market value$7.8K
3.76%
Sole
0.00
Shared
0.00
None
7.89K
Apple Inc.
SOLEShares37.58K
TypeSH
Market value$7.7K
3.71%
Sole
0.00
Shared
0.00
None
37.58K
Coca-Cola Company
SOLEShares103.52K
TypeSH
Market value$7.3K
3.52%
Sole
0.00
Shared
0.00
None
103.52K
Johnson & Johnson
SOLEShares47.84K
TypeSH
Market value$7.3K
3.51%
Sole
0.00
Shared
0.00
None
47.84K
Home Depot Inc.
SOLEShares17.09K
TypeSH
Market value$6.3K
3.01%
Sole
0.00
Shared
0.00
None
17.09K
Fiserv Inc.
SOLEShares31.79K
TypeSH
Market value$5.5K
2.63%
Sole
0.00
Shared
0.00
None
31.79K
JPMorgan Chase & Co
SOLEShares16.83K
TypeSH
Market value$4.9K
2.35%
Sole
0.00
Shared
0.00
None
16.83K
Berkshire Hathaway Class B
SOLEShares9.87K
TypeSH
Market value$4.8K
2.31%
Sole
0.00
Shared
0.00
None
9.87K
IShares ST Corp Bond ETF
SOLEShares82.53K
TypeSH
Market value$4.4K
2.09%
Sole
0.00
Shared
0.00
None
82.53K
Vanguard Sh Term Corp ETF
SOLEShares52.85K
TypeSH
Market value$4.2K
2.02%
Sole
0.00
Shared
0.00
None
52.85K
Danaher Corporation
SOLEShares20.97K
TypeSH
Market value$4.1K
1.99%
Sole
0.00
Shared
0.00
None
20.97K
Automatic Data Processing Inc.
SOLEShares13.14K
TypeSH
Market value$4.1K
1.95%
Sole
0.00
Shared
0.00
None
13.14K
Exxon Mobil Corporation
SOLEShares37.54K
TypeSH
Market value$4.0K
1.95%
Sole
0.00
Shared
0.00
None
37.54K
Vanguard Interm Corp ETF
SOLEShares46.35K
TypeSH
Market value$3.8K
1.85%
Sole
0.00
Shared
0.00
None
46.35K
Procter & Gamble Co.
SOLEShares22.97K
TypeSH
Market value$3.7K
1.76%
Sole
0.00
Shared
0.00
None
22.97K
American Express Co.
SOLEShares11.43K
TypeSH
Market value$3.6K
1.75%
Sole
0.00
Shared
0.00
None
11.43K
Amgen Inc.
SOLEShares13.04K
TypeSH
Market value$3.6K
1.75%
Sole
0.00
Shared
0.00
None
13.04K
Sysco Corporation
SOLEShares46.17K
TypeSH
Market value$3.5K
1.68%
Sole
0.00
Shared
0.00
None
46.17K
Honeywell Intl Inc
SOLEShares14.09K
TypeSH
Market value$3.3K
1.58%
Sole
0.00
Shared
0.00
None
14.09K
Walt Disney Company
SOLEShares26.02K
TypeSH
Market value$3.2K
1.55%
Sole
0.00
Shared
0.00
None
26.02K
Vanguard Interm Govt ETF
SOLEShares53.45K
TypeSH
Market value$3.2K
1.54%
Sole
0.00
Shared
0.00
None
53.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX Companies Inc.SOLE | COM | 71.59K | SH | $8.8K 4.25% | 0.00 | 0.00 | 71.59K |
Microsoft CorporationSOLE | COM | 17.27K | SH | $8.6K 4.13% | 0.00 | 0.00 | 17.27K |
Vanguard Sh Term Bond ETFSOLE | OTR | 107.03K | SH | $8.4K 4.05% | 0.00 | 0.00 | 107.03K |
Vanguard Sh Term Govt ETFSOLE | OTR | 135.84K | SH | $8.0K 3.84% | 0.00 | 0.00 | 135.84K |
Costco Wholesale CorpSOLE | COM | 7.89K | SH | $7.8K 3.76% | 0.00 | 0.00 | 7.89K |
Apple Inc.SOLE | COM | 37.58K | SH | $7.7K 3.71% | 0.00 | 0.00 | 37.58K |
Coca-Cola CompanySOLE | COM | 103.52K | SH | $7.3K 3.52% | 0.00 | 0.00 | 103.52K |
Johnson & JohnsonSOLE | COM | 47.84K | SH | $7.3K 3.51% | 0.00 | 0.00 | 47.84K |
Home Depot Inc.SOLE | COM | 17.09K | SH | $6.3K 3.01% | 0.00 | 0.00 | 17.09K |
Fiserv Inc.SOLE | COM | 31.79K | SH | $5.5K 2.63% | 0.00 | 0.00 | 31.79K |
JPMorgan Chase & CoSOLE | COM | 16.83K | SH | $4.9K 2.35% | 0.00 | 0.00 | 16.83K |
Berkshire Hathaway Class BSOLE | COM | 9.87K | SH | $4.8K 2.31% | 0.00 | 0.00 | 9.87K |
IShares ST Corp Bond ETFSOLE | OTR | 82.53K | SH | $4.4K 2.09% | 0.00 | 0.00 | 82.53K |
Vanguard Sh Term Corp ETFSOLE | OTR | 52.85K | SH | $4.2K 2.02% | 0.00 | 0.00 | 52.85K |
Danaher CorporationSOLE | COM | 20.97K | SH | $4.1K 1.99% | 0.00 | 0.00 | 20.97K |
Automatic Data Processing Inc.SOLE | COM | 13.14K | SH | $4.1K 1.95% | 0.00 | 0.00 | 13.14K |
Exxon Mobil CorporationSOLE | COM | 37.54K | SH | $4.0K 1.95% | 0.00 | 0.00 | 37.54K |
Vanguard Interm Corp ETFSOLE | OTR | 46.35K | SH | $3.8K 1.85% | 0.00 | 0.00 | 46.35K |
Procter & Gamble Co.SOLE | COM | 22.97K | SH | $3.7K 1.76% | 0.00 | 0.00 | 22.97K |
American Express Co.SOLE | COM | 11.43K | SH | $3.6K 1.75% | 0.00 | 0.00 | 11.43K |
Amgen Inc.SOLE | COM | 13.04K | SH | $3.6K 1.75% | 0.00 | 0.00 | 13.04K |
Sysco CorporationSOLE | COM | 46.17K | SH | $3.5K 1.68% | 0.00 | 0.00 | 46.17K |
Honeywell Intl IncSOLE | COM | 14.09K | SH | $3.3K 1.58% | 0.00 | 0.00 | 14.09K |
Walt Disney CompanySOLE | COM | 26.02K | SH | $3.2K 1.55% | 0.00 | 0.00 | 26.02K |
Vanguard Interm Govt ETFSOLE | OTR | 53.45K | SH | $3.2K 1.54% | 0.00 | 0.00 | 53.45K |
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