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.
SAYBROOK CAPITAL /NC (CIK 1044924) reported $371.4M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($49.8M, 13.40%), GOOG ($48.7M, 13.12%), GOOGL ($44.9M, 12.08%), AAPL ($37.8M, 10.17%), V ($19.2M, 5.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Inc Cl B | $49.8M | 13.40% | 103,863 | Added |
| 2 | GOOG | Google Inc Cl C | $48.7M | 13.12% | 169,890 | Trimmed |
| 3 | GOOGL | Google Inc. Cl A | $44.9M | 12.08% | 156,006 | Trimmed |
| 4 | AAPL | Apple Inc. | $37.8M | 10.17% | 148,776 | Trimmed |
| 5 | V | Visa Inc | $19.2M | 5.18% | 63,668 | Added |
| 6 | SHW | Sherwin-Williams Company | $18.1M | 4.88% | 56,492 | Added |
| 7 | RTX | Raytheon Technologies Com | $16.0M | 4.32% | 83,127 | Trimmed |
| 8 | BRK/A | Berkshire Hathaway Inc Cl A | $15.8M | 4.25% | 22 | Hold |
| 9 | ADP | Automatic Data Processing | $14.2M | 3.83% | 69,979 | Trimmed |
| 10 | HON | Honeywell International Inc | $11.4M | 3.08% | 50,530 | Trimmed |
| 11 | FDS | Factset Research Sys | $10.5M | 2.82% | 48,299 | Trimmed |
| 12 | NKE | Nike Corp | $10.4M | 2.80% | 197,087 | Added |
| 13 | MDLZ | Mondelez Intl Inc Cl A | $9.7M | 2.61% | 168,050 | Added |
| 14 | NSC | Norfolk Southern Corp. | $9.7M | 2.60% | 33,691 | Trimmed |
| 15 | MA | Mastercard | $8.1M | 2.19% | 16,310 | Added |
| 16 | NSRGY | Nestle Sa | $7.6M | 2.05% | 76,904 | Trimmed |
| 17 | KVUE | Kenvue Inc Com | $6.5M | 1.75% | 376,920 | Trimmed |
| 18 | MSFT | Microsoft Corp | $5.9M | 1.60% | 16,010 | Added |
| 19 | UNP | Union Pacific | $5.0M | 1.35% | 20,594 | Added |
| 20 | PEP | Pepsico Inc. | $3.9M | 1.05% | 25,165 | Hold |
| 21 | JNJ | Johnson & Johnson | $2.5M | 0.66% | 10,067 | Hold |
| 22 | DE | Deere & Company | $2.1M | 0.56% | 3,700 | Trimmed |
| 23 | PG | Procter And Gamble Co | $1.9M | 0.52% | 13,443 | Hold |
| 24 | IBTA | Ibotta Inc CL A | $1.8M | 0.49% | 60,258 | Hold |
| 25 | CAT | Caterpillar Inc. | $1.4M | 0.38% | 2,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31