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.
Councilmark Asset Management, LLC (CIK 2022076) reported $174.3M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($17.9M, 10.28%), AAPL ($16.6M, 9.53%), MSFT ($9.8M, 5.60%), GOOGL ($8.8M, 5.04%), BRK/B ($8.7M, 4.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Appreciation | $17.9M | 10.28% | 83,309 | Added |
| 2 | AAPL | Apple Inc. | $16.6M | 9.53% | 65,449 | Trimmed |
| 3 | MSFT | Microsoft Corp. | $9.8M | 5.60% | 26,390 | Trimmed |
| 4 | GOOGL | Alphabet, Inc. - Cl A | $8.8M | 5.04% | 30,577 | Trimmed |
| 5 | BRK/B | Berkshire Hathaway, Inc. - Cla | $8.7M | 4.96% | 18,053 | Trimmed |
| 6 | MCK | McKesson Corp. | $8.0M | 4.61% | 9,297 | Trimmed |
| 7 | WMT | Walmart Inc. | $7.4M | 4.23% | 59,357 | Trimmed |
| 8 | GOOG | Alphabet, Inc. - Cl C | $6.7M | 3.82% | 23,194 | Trimmed |
| 9 | HD | Home Depot, Inc. | $5.4M | 3.09% | 16,398 | Added |
| 10 | VTI | Vanguard Total Stock Market ET | $4.7M | 2.68% | 14,559 | Hold |
| 11 | SPY | SPDR S&P 500 ETF Trust | $4.1M | 2.33% | 6,245 | Hold |
| 12 | ORCL | Oracle Corp. | $3.9M | 2.26% | 26,736 | Trimmed |
| 13 | AMGN | Amgen, Inc. | $3.5M | 2.01% | 9,981 | Added |
| 14 | JNJ | Johnson & Johnson | $3.4M | 1.96% | 13,979 | Trimmed |
| 15 | PM | Philip Morris Int'l Inc. | $3.4M | 1.94% | 20,439 | Added |
| 16 | CSCO | Cisco Systems, Inc. | $3.4M | 1.93% | 43,345 | Added |
| 17 | BK | BNY Mellon Corp. | $3.0M | 1.75% | 25,709 | Added |
| 18 | CCJ | Cameco Corp. | $2.7M | 1.53% | 24,605 | Added |
| 19 | ABBV | AbbVie Inc. | $2.4M | 1.39% | 11,137 | Added |
| 20 | XOM | Exxon Mobil Corp. | $2.2M | 1.25% | 12,830 | Added |
| 21 | COP | ConocoPhillips | $2.2M | 1.24% | 16,317 | Added |
| 22 | CF | CF Industries Hldgs, Inc. | $1.9M | 1.09% | 14,644 | Added |
| 23 | LECO | Lincoln Electric Hldgs, Inc. | $1.9M | 1.08% | 7,555 | Added |
| 24 | LH | Labcorp Holdings | $1.9M | 1.06% | 6,941 | Added |
| 25 | PGR | Progressive Corp. | $1.8M | 1.02% | 8,987 | Added |
Source: SEC Form 13F filings · as of 2026-03-31