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.
PROFESSIONAL ADVISORY SERVICES INC (CIK 894205) reported $835.7M across 93 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($40.2M, 4.81%), MSFT ($34.6M, 4.14%), AMZN ($34.6M, 4.13%), TMO ($32.5M, 3.89%), BRKB ($32.2M, 3.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET, INC. CLASS C | $40.2M | 4.81% | 113,672 | Trimmed |
| 2 | MSFT | MICROSOFT | $34.6M | 4.14% | 92,639 | Added |
| 3 | AMZN | AMAZON | $34.6M | 4.13% | 144,964 | Trimmed |
| 4 | TMO | THERMO FISHER SCIENTIFIC | $32.5M | 3.89% | 64,819 | Added |
| 5 | BRKB | BERKSHIRE HATHAWAY INC-B | $32.2M | 3.86% | 64,394 | Added |
| 6 | APH | AMPHENOL CORP | $31.9M | 3.82% | 180,955 | New |
| 7 | AZN | ASTRAZENECA PLC | $30.2M | 3.62% | 161,624 | New |
| 8 | IJH | ISHARES TR S&P MID ETF | $30.0M | 3.59% | 389,361 | Added |
| 9 | AMD | ADVANCED MICRO DEVICES | $29.7M | 3.55% | 51,067 | Trimmed |
| 10 | AAPL | APPLE | $28.7M | 3.44% | 99,215 | Added |
| 11 | EMXC | ISHARES MSCI EM EX CHINA | $28.2M | 3.37% | 275,475 | Trimmed |
| 12 | J | JACOBS SOLUTIONS INC | $26.9M | 3.22% | 213,566 | Added |
| 13 | ELV | ELEVANCE HEALTH INC | $26.6M | 3.18% | 68,657 | Trimmed |
| 14 | PEP | PEPSICO | $26.4M | 3.16% | 194,772 | Added |
| 15 | SYK | STRYKER | $26.3M | 3.14% | 83,421 | Added |
| 16 | BKNG | BOOKING HOLDINGS | $25.5M | 3.06% | 143,331 | Added |
| 17 | SYY | SYSCO CORP | $25.0M | 2.99% | 299,057 | Added |
| 18 | AJG | ARTHUR J. GALLAGHER | $24.9M | 2.98% | 108,452 | Added |
| 19 | USB | US BANCORP | $24.4M | 2.92% | 403,988 | Trimmed |
| 20 | V | VISA INC | $24.3M | 2.91% | 70,879 | Added |
| 21 | GD | GENERAL DYNAMICS COPR | $23.7M | 2.84% | 67,028 | Added |
| 22 | SPGI | S&P GLOBAL, INC. | $22.7M | 2.72% | 55,728 | Added |
| 23 | CARR | CARRIER GLOBAL CORP | $22.1M | 2.65% | 301,813 | Trimmed |
| 24 | ADI | ANALOG DEVICES | $22.0M | 2.63% | 55,283 | Trimmed |
| 25 | TJX | TJX COMPANIES | $21.6M | 2.59% | 142,656 | Added |
Source: SEC Form 13F filings · as of 2026-06-30