Filed: 11/17/2025ACC: 0002063952-25-000004
📋 What this filing means
PAPAMARKOU WELLNER ASSET MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $161.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$161.71M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
COM$117.94M72.9%
CL A$9.76M6.0%
CAP STK CL A$7.71M4.8%
COM CL A$4.88M3.0%
COM NEW$3.71M2.3%
CL B NEW$3.51M2.2%
CAP STK CL C$2.88M1.8%
Portfolio Concentration
Top 3$44.64M27.6%
4–10$36.38M22.5%
11–25$40.11M24.8%
Rest$40.58M25.1%
Top 3 weight
27.6%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Sole
Full voting authority
1.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
APPLE INC
SOLEShares73.92K
TypeSH
Market value$18.82M
11.64%
Sole
73.92K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares73.39K
TypeSH
Market value$13.69M
8.47%
Sole
73.39K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares23.41K
TypeSH
Market value$12.12M
7.50%
Sole
23.41K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares31.73K
TypeSH
Market value$7.71M
4.77%
Sole
31.73K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares34.57K
TypeSH
Market value$7.59M
4.69%
Sole
34.57K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares30.82K
TypeSH
Market value$4.79M
2.96%
Sole
30.82K
Shared
0.00
None
0.00
VISA INC
SOLEShares13.68K
TypeSH
Market value$4.67M
2.89%
Sole
13.68K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares25.27K
TypeSH
Market value$4.10M
2.53%
Sole
25.27K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares7.05K
TypeSH
Market value$4.01M
2.48%
Sole
7.05K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.98K
TypeSH
Market value$3.51M
2.17%
Sole
6.98K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares51.96K
TypeSH
Market value$3.45M
2.13%
Sole
51.96K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares6.46K
TypeSH
Market value$3.15M
1.95%
Sole
6.46K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares4.19K
TypeSH
Market value$3.08M
1.90%
Sole
4.19K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares9.40K
TypeSH
Market value$2.97M
1.83%
Sole
9.40K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares11.83K
TypeSH
Market value$2.88M
1.78%
Sole
11.83K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares6.31K
TypeSH
Market value$2.82M
1.75%
Sole
6.31K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares16.18K
TypeSH
Market value$2.71M
1.67%
Sole
16.18K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares2.77K
TypeSH
Market value$2.68M
1.66%
Sole
2.77K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares8.78K
TypeSH
Market value$2.67M
1.65%
Sole
8.78K
Shared
0.00
None
0.00
BLACKROCK INC
SOLEShares2.19K
TypeSH
Market value$2.55M
1.58%
Sole
2.19K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares18.21K
TypeSH
Market value$2.44M
1.51%
Sole
18.21K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.03K
TypeSH
Market value$2.31M
1.43%
Sole
3.03K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares7.95K
TypeSH
Market value$2.22M
1.37%
Sole
7.95K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares9.56K
TypeSH
Market value$2.21M
1.37%
Sole
9.56K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.99K
TypeSH
Market value$1.98M
1.22%
Sole
5.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 73.92K | SH | $18.82M 11.64% | 73.92K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 73.39K | SH | $13.69M 8.47% | 73.39K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 23.41K | SH | $12.12M 7.50% | 23.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 31.73K | SH | $7.71M 4.77% | 31.73K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 34.57K | SH | $7.59M 4.69% | 34.57K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 30.82K | SH | $4.79M 2.96% | 30.82K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 13.68K | SH | $4.67M 2.89% | 13.68K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 25.27K | SH | $4.10M 2.53% | 25.27K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 7.05K | SH | $4.01M 2.48% | 7.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.98K | SH | $3.51M 2.17% | 6.98K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 51.96K | SH | $3.45M 2.13% | 51.96K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 6.46K | SH | $3.15M 1.95% | 6.46K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.19K | SH | $3.08M 1.90% | 4.19K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.40K | SH | $2.97M 1.83% | 9.40K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 11.83K | SH | $2.88M 1.78% | 11.83K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 6.31K | SH | $2.82M 1.75% | 6.31K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 16.18K | SH | $2.71M 1.67% | 16.18K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.77K | SH | $2.68M 1.66% | 2.77K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 8.78K | SH | $2.67M 1.65% | 8.78K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 2.19K | SH | $2.55M 1.58% | 2.19K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 18.21K | SH | $2.44M 1.51% | 18.21K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.03K | SH | $2.31M 1.43% | 3.03K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 7.95K | SH | $2.22M 1.37% | 7.95K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 9.56K | SH | $2.21M 1.37% | 9.56K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.99K | SH | $1.98M 1.22% | 5.99K | 0.00 | 0.00 |
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