Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bretton Capital Management, LLC (CIK 2043671) reported $109.3M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($16.4M, 14.96%), ROST ($7.5M, 6.88%), TJX ($7.5M, 6.87%), JPM ($7.1M, 6.46%), AXP ($7.0M, 6.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. - Class C | $16.4M | 14.96% | 57,000 | Hold |
| 2 | ROST | Ross Stores, Inc. | $7.5M | 6.88% | 34,700 | Hold |
| 3 | TJX | The TJX Companies, Inc. | $7.5M | 6.87% | 47,000 | Hold |
| 4 | JPM | JPMorgan Chase & Co. | $7.1M | 6.46% | 24,000 | Hold |
| 5 | AXP | American Express Company | $7.0M | 6.39% | 23,100 | Hold |
| 6 | AZO | AutoZone, Inc. | $6.8M | 6.18% | 2,000 | Hold |
| 7 | PGR | The Progressive Corporation | $6.6M | 6.06% | 33,400 | Hold |
| 8 | BAC | Bank of America Corporation | $6.1M | 5.62% | 126,000 | Hold |
| 9 | UNH | UnitedHealth Group Incorporated | $5.9M | 5.37% | 21,700 | Hold |
| 10 | MA | MasterCard Incorporated - Class A | $5.5M | 5.02% | 10,980 | Added |
| 11 | V | Visa Inc. - Class A | $5.4M | 4.92% | 17,800 | Hold |
| 12 | MSFT | Microsoft Corporation | $5.2M | 4.74% | 14,000 | Added |
| 13 | NVR | NVR, Inc. | $4.5M | 4.16% | 690 | Hold |
| 14 | EXP | Eagle Materials Inc. | $4.4M | 4.00% | 23,100 | Hold |
| 15 | SPGI | S&P Global, Inc. | $4.0M | 3.62% | 9,300 | Hold |
| 16 | MCO | Moody's Corporation | $3.6M | 3.31% | 8,300 | Hold |
| 17 | BRK/B | Berkshire Hathaway Inc. - Class B | $3.6M | 3.29% | 7,500 | Hold |
| 18 | DFH | Dream Finders Homes, Inc. Class A | $2.4M | 2.17% | 170,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31