Cathy Pareto & Associates, Inc
Cathy Pareto & Associates, Inc reported 102 holdings worth US$171M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Cathy Pareto & Associates, Inc reported 102 holdings worth US$171M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 102
- Value as reported
- US$171M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 34,846 | US$10.1M | 5.9% |
| Berkshire Hathaway Inc. | 9,189 | US$4.6M | 2.7% |
| Alphabet Inc (google) Class C | 8,115 | US$2.9M | 1.7% |
| Amazon.com, Inc. | 10,266 | US$2.45M | 1.4% |
| Microsoft Corp. | 5,544 | US$2.07M | 1.2% |
| Broadcom Inc. | 2,288 | US$864K | 0.51% |
| Brown & Brown, Inc. | 12,711 | US$815K | 0.48% |
| Nvidia Corporation | 2,795 | US$559K | 0.33% |
| Meta Platforms, Inc. | 991 | US$558K | 0.33% |
| Netflix, Inc. | 6,429 | US$459K | 0.27% |
| Nextera Energy, Inc. | 5,090 | US$447K | 0.26% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 906 | US$433K | 0.25% |
| Jp Morgan Chase & Co. | 1,290 | US$423K | 0.25% |
| Costco Wholesale Corporation | 413 | US$387K | 0.23% |
| Abbvie Inc. | 1,534 | US$386K | 0.23% |
| Walmart Inc. | 2,538 | US$288K | 0.17% |
| Markel Group Inc. | 139 | US$271K | 0.16% |
| Tesla, Inc. | 634 | US$267K | 0.16% |
| Ge Healthcare Technologies Inc. | 4,133 | US$265K | 0.16% |
| Eli Lilly And Company | 217 | US$262K | 0.15% |
| State Street Corporation | 1,541 | US$261K | 0.15% |
| Palantir Technologies Inc. | 2,116 | US$247K | 0.14% |
| The Hartford Insurance Group, Inc. | 1,779 | US$236K | 0.14% |
| Digitalocean Holdings, Inc. | 1,375 | US$216K | 0.13% |
| Intel Corporation | 1,491 | US$208K | 0.12% |
| Micron Technology, Inc. | 178 | US$205K | 0.12% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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