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 $724.4M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($35.3M, 4.87%), MSFT ($33.9M, 4.68%), EMXC ($32.0M, 4.42%), AMZN ($32.0M, 4.42%), BRK/B ($29.5M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET, INC. CLASS C | $35.3M | 4.87% | 123,091 | Trimmed |
| 2 | MSFT | MICROSOFT | $33.9M | 4.68% | 91,505 | Added |
| 3 | EMXC | ISHARES MSCI EM EX CHINA | $32.0M | 4.42% | 407,423 | Trimmed |
| 4 | AMZN | AMAZON | $32.0M | 4.42% | 153,674 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC-B | $29.5M | 4.07% | 61,581 | Added |
| 6 | TMO | THERMO FISHER SCIENTIFIC | $29.0M | 4.00% | 59,015 | Added |
| 7 | IJH | ISHARES TR S&P MID ETF | $26.0M | 3.59% | 384,660 | Added |
| 8 | PEP | PEPSICO | $25.8M | 3.57% | 166,414 | Trimmed |
| 9 | AAPL | APPLE | $24.2M | 3.34% | 95,223 | Added |
| 10 | BKNG | BOOKING HOLDINGS | $24.0M | 3.32% | 5,705 | Added |
| 11 | J | JACOBS SOLUTIONS INC | $24.0M | 3.31% | 188,387 | Added |
| 12 | ELV | ELEVANCE HEALTH INC | $22.5M | 3.11% | 76,888 | Added |
| 13 | AMD | ADVANCED MICRO DEVICES | $22.5M | 3.10% | 110,372 | Added |
| 14 | TJX | TJX COMPANIES | $22.2M | 3.06% | 138,826 | Trimmed |
| 15 | GD | GENERAL DYNAMICS COPR | $22.1M | 3.05% | 64,466 | Trimmed |
| 16 | USB | US BANCORP | $21.8M | 3.01% | 419,495 | Added |
| 17 | SPGI | S&P GLOBAL, INC. | $21.5M | 2.97% | 50,500 | Added |
| 18 | ADI | ANALOG DEVICES | $21.2M | 2.93% | 66,623 | Trimmed |
| 19 | AJG | ARTHUR J. GALLAGHER | $21.0M | 2.90% | 97,081 | Added |
| 20 | SYK | STRYKER | $20.9M | 2.89% | 63,654 | Added |
| 21 | V | VISA INC | $20.7M | 2.85% | 68,412 | Added |
| 22 | TFC | TRUIST FINANCIAL CORP | $19.0M | 2.62% | 412,787 | Trimmed |
| 23 | SYY | SYSCO CORP | $17.9M | 2.47% | 251,274 | Trimmed |
| 24 | CARR | CARRIER GLOBAL CORP | $17.3M | 2.39% | 307,924 | Trimmed |
| 25 | ACN | ACCENTURE PLC | $16.5M | 2.28% | 83,227 | Added |
Source: SEC Form 13F filings · as of 2026-03-31