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.
Bull Street Advisors, LLC (CIK 1790837) reported $201.9M across 92 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($11.3M, 5.59%), AAPL ($9.3M, 4.63%), KO ($7.8M, 3.88%), VGSH ($7.8M, 3.85%), COST ($7.7M, 3.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | $11.3M | 5.59% | 46,166 | Trimmed |
| 2 | AAPL | Apple Inc. | $9.3M | 4.63% | 36,813 | Trimmed |
| 3 | KO | Coca-Cola Company | $7.8M | 3.88% | 103,001 | Trimmed |
| 4 | VGSH | Vanguard Sh Term Govt ETF | $7.8M | 3.85% | 132,917 | Trimmed |
| 5 | COST | Costco Wholesale Corp | $7.7M | 3.82% | 7,733 | Trimmed |
| 6 | BSV | Vanguard Sh Term Bond ETF | $7.4M | 3.65% | 93,951 | Trimmed |
| 7 | XOM | Exxon Mobil Corporation | $6.4M | 3.15% | 37,486 | Trimmed |
| 8 | MSFT | Microsoft Corporation | $6.3M | 3.11% | 16,939 | Trimmed |
| 9 | HD | Home Depot Inc. | $5.5M | 2.74% | 16,837 | Trimmed |
| 10 | JPM | JPMorgan Chase & Co | $4.9M | 2.40% | 16,491 | Trimmed |
| 11 | BRK/B | Berkshire Hathaway Class B | $4.7M | 2.31% | 9,740 | Trimmed |
| 12 | AMGN | Amgen Inc. | $4.6M | 2.26% | 12,946 | Trimmed |
| 13 | IGSB | IShares ST Corp Bond ETF | $4.4M | 2.16% | 83,115 | Trimmed |
| 14 | VCSH | Vanguard Sh Term Corp ETF | $4.1M | 2.03% | 51,707 | Trimmed |
| 15 | DHR | Danaher Corporation | $3.9M | 1.93% | 20,547 | Trimmed |
| 16 | VCIT | Vanguard Interm Corp ETF | $3.9M | 1.92% | 46,876 | Added |
| 17 | GOOGL | Alphabet Inc. Class A | $3.8M | 1.86% | 13,090 | Trimmed |
| 18 | CVX | Chevron Corp | $3.7M | 1.84% | 17,964 | Trimmed |
| 19 | PEP | PepsiCo, Inc. | $3.5M | 1.71% | 22,245 | Trimmed |
| 20 | RTX | Raytheon Technologies Corp | $3.4M | 1.67% | 17,476 | Trimmed |
| 21 | PG | Procter & Gamble Co. | $3.4M | 1.66% | 23,250 | Trimmed |
| 22 | AXP | American Express Co. | $3.2M | 1.60% | 10,673 | Trimmed |
| 23 | SYY | Sysco Corporation | $3.2M | 1.59% | 44,935 | Trimmed |
| 24 | VGIT | Vanguard Interm Govt ETF | $3.2M | 1.57% | 53,125 | Trimmed |
| 25 | HON | Honeywell Intl Inc | $3.1M | 1.54% | 13,794 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31