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.
Massachusetts Wealth Management (CIK 1966011) reported $230.7M across 98 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPST ($12.8M, 5.53%), XLK ($7.8M, 3.39%), XOM ($7.6M, 3.28%), XLI ($6.2M, 2.70%), JPM ($6.0M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $12.8M | 5.53% | 252,285 | Added |
| 2 | XLK | SELECT SECTOR SPDR TR | $7.8M | 3.39% | 58,838 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $7.6M | 3.28% | 44,599 | Added |
| 4 | XLI | SELECT SECTOR SPDR TR | $6.2M | 2.70% | 38,514 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $6.0M | 2.61% | 20,445 | Added |
| 6 | CVX | CHEVRON CORPORATION | $5.9M | 2.55% | 28,479 | Added |
| 7 | C | CITIGROUP INC | $5.8M | 2.53% | 51,475 | Added |
| 8 | COP | CONOCOPHILLIPS | $5.7M | 2.48% | 43,305 | Added |
| 9 | AAPL | APPLE INC | $5.5M | 2.37% | 21,573 | Trimmed |
| 10 | GEV | GE VERNOVA INC | $5.3M | 2.30% | 6,080 | Added |
| 11 | XLF | SELECT SECTOR SPDR TR | $5.2M | 2.23% | 104,374 | Added |
| 12 | VCSH | VANGUARD SCOTTSDALE FDS | $5.0M | 2.17% | 63,051 | Trimmed |
| 13 | XLE | SELECT SECTOR SPDR TR | $4.7M | 2.04% | 76,678 | Added |
| 14 | SLB | SLB LIMITED | $4.6M | 2.00% | 89,936 | Added |
| 15 | CAT | CATERPILLAR INC | $4.4M | 1.89% | 6,146 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $4.3M | 1.88% | 17,775 | Added |
| 17 | GE | GE AEROSPACE | $4.2M | 1.81% | 14,720 | Trimmed |
| 18 | WMT | WALMART INC | $3.8M | 1.66% | 30,728 | Added |
| 19 | BAC | BANK AMERICA CORP | $3.7M | 1.60% | 75,615 | Added |
| 20 | MSFT | MICROSOFT CORP | $3.6M | 1.56% | 9,739 | Added |
| 21 | XLV | SELECT SECTOR SPDR TR | $3.5M | 1.52% | 23,919 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $3.3M | 1.44% | 19,097 | Trimmed |
| 23 | GLW | CORNING INC | $3.2M | 1.38% | 23,465 | Added |
| 24 | FCX | FREEPORT MCMORAN INC | $3.1M | 1.35% | 53,175 | Added |
| 25 | PFE | PFIZER INC | $3.1M | 1.34% | 110,015 | Added |
Source: SEC Form 13F filings · as of 2026-03-31