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.
M&R CAPITAL MANAGEMENT INC (CIK 1057395) reported $453.8M across 580 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: AAPL ($37.8M, 8.32%), AVGO ($33.2M, 7.31%), BRK/B ($28.8M, 6.35%), GOOGL ($21.0M, 4.64%), LOW ($19.0M, 4.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $37.8M | 8.32% | 162,112 | Trimmed |
| 2 | AVGO | BROADCOM INC COM | $33.2M | 7.31% | 192,271 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $28.8M | 6.35% | 62,613 | Trimmed |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | $21.0M | 4.64% | 126,832 | Trimmed |
| 5 | LOW | LOWES COS INC COM | $19.0M | 4.19% | 70,225 | Trimmed |
| 6 | AMZN | AMAZON COM INC COM | $14.7M | 3.24% | 78,820 | Trimmed |
| 7 | V | VISA INC COM CL A | $14.6M | 3.22% | 53,170 | Trimmed |
| 8 | VST | VISTRA CORP COM | $13.9M | 3.06% | 117,087 | Added |
| 9 | MRK | MERCK & CO INC COM | $13.8M | 3.04% | 121,659 | Trimmed |
| 10 | MSFT | MICROSOFT CORP COM | $12.8M | 2.81% | 29,661 | Added |
| 11 | JPM | JPMORGAN CHASE & CO. COM | $11.9M | 2.62% | 56,369 | Added |
| 12 | FISV | FISERV INC COM | $9.6M | 2.12% | 53,608 | Trimmed |
| 13 | GOOG | ALPHABET INC CAP STK CL C | $9.1M | 2.00% | 54,282 | Trimmed |
| 14 | AZN | ASTRAZENECA PLC SPONSORED ADR | $8.7M | 1.91% | 111,274 | Trimmed |
| 15 | CACI | CACI INTL INC CL A | $8.5M | 1.87% | 16,773 | Trimmed |
| 16 | PEP | PEPSICO INC COM | $8.2M | 1.80% | 47,992 | Trimmed |
| 17 | CFG | CITIZENS FINL GROUP INC COM | $7.4M | 1.64% | 180,672 | Trimmed |
| 18 | MMM | 3M CO COM | $7.2M | 1.58% | 52,454 | Trimmed |
| 19 | DVN | DEVON ENERGY CORP NEW COM | $7.0M | 1.55% | 179,265 | Added |
| 20 | NVDA | NVIDIA CORPORATION COM | $6.9M | 1.52% | 56,935 | Added |
| 21 | FDX | FEDEX CORP COM | $6.5M | 1.43% | 23,694 | Added |
| 22 | COST | COSTCO WHSL CORP NEW COM | $5.8M | 1.29% | 6,584 | Added |
| 23 | C | CITIGROUP INC COM NEW | $5.2M | 1.15% | 83,133 | Trimmed |
| 24 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5.1M | 1.12% | 14,422 | Trimmed |
| 25 | NSC | NORFOLK SOUTHN CORP COM | $4.8M | 1.06% | 19,289 | Trimmed |
Source: SEC Form 13F filings · as of 2024-09-30