Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Telos Capital Management, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Telos Capital Management, Inc. (CIK 1567889) reported $1.04B across 191 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($57.1M, 5.47%), VTI ($38.9M, 3.73%), VEU ($26.7M, 2.56%), GOOGL ($25.5M, 2.44%), QCOM ($24.6M, 2.35%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$57.1M5.47%225,073Trimmed
2VTIVANGUARD INDEX FDS$38.9M3.73%121,288Trimmed
3VEUVANGUARD INTL EQUITY INDEX F$26.7M2.56%355,790Added
4GOOGLALPHABET INC$25.5M2.44%88,683Trimmed
5QCOMQUALCOMM INC$24.6M2.35%190,831Added
6PEPPEPSICO INC$22.8M2.19%146,911Added
7MSMORGAN STANLEY$21.5M2.06%130,873Trimmed
8CVXCHEVRON CORPORATION$21.3M2.04%103,076Trimmed
9HDHOME DEPOT INC$20.8M1.99%63,093Added
10VEAVANGUARD TAX-MANAGED FDS$20.6M1.98%321,898Added
11EOGEOG RES INC$20.1M1.93%139,152Added
12AMZNAMAZON COM INC$19.9M1.91%95,539Added
13JPMJPMORGAN CHASE & CO$19.3M1.85%65,594Added
14VVISA INC$19.0M1.82%62,770Added
15PGPROCTER & GAMBLE CO$16.2M1.55%112,266Trimmed
16GOOGALPHABET INC$15.6M1.50%54,471Trimmed
17NOCNORTHROP GRUMMAN CORP$15.1M1.44%22,094Trimmed
18COSTCOSTCO WHOLESALE CORPORATION$14.7M1.41%14,756Added
19TRVTRAVELERS COMPANIES INC$14.3M1.37%49,042Trimmed
20PANWPALO ALTO NETWORKS INC$13.8M1.32%86,030Added
21BRK/BBERKSHIRE HATHAWAY INC DEL$13.7M1.31%28,622Added
22IVVISHARES TR$13.1M1.26%20,083Added
23IJHISHARES TR$12.8M1.23%190,069Added
24AVDVAMERICAN CENTY ETF TR$12.7M1.22%127,312Added
25MSFTMICROSOFT CORP$12.3M1.17%33,120Added

Source: SEC Form 13F filings · as of 2026-03-31