Mars Jewett Financial Group, Inc.
Mars Jewett Financial Group, Inc. reported 46 holdings worth US$494M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Mars Jewett Financial Group, Inc. reported 46 holdings worth US$494M as of Jun 30, 2026. Largest: Microsoft Corp., Amazon.com, Inc. and Apple Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$494M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 76,583 | US$28.6M | 5.8% |
| Amazon.com, Inc. | 29,480 | US$7.03M | 1.4% |
| Apple Inc | 22,704 | US$6.57M | 1.3% |
| Nvidia Corporation | 24,907 | US$4.98M | 1.0% |
| Boeing Company (the) | 16,334 | US$3.54M | 0.72% |
| Tesla, Inc. | 6,538 | US$2.75M | 0.56% |
| Costco Wholesale Corporation | 2,565 | US$2.4M | 0.49% |
| Starbucks Corporation | 18,600 | US$1.9M | 0.38% |
| Johnson & Johnson | 6,787 | US$1.72M | 0.35% |
| Berkshire Hathaway Inc. | 2,830 | US$1.42M | 0.29% |
| Phillips Edison & Company, Inc. | 27,419 | US$1.14M | 0.23% |
| Alphabet Inc (google) Class C | 3,066 | US$1.1M | 0.22% |
| Jp Morgan Chase & Co. | 1,547 | US$506K | 0.10% |
| Pfizer, Inc. | 18,737 | US$451K | 0.09% |
| Caterpillar, Inc. | 316 | US$337K | 0.07% |
| Bank Of America Corporation | 5,574 | US$318K | 0.06% |
| Meta Platforms, Inc. | 512 | US$288K | 0.06% |
| Amgen Inc. | 692 | US$250K | 0.05% |
| Netflix, Inc. | 3,503 | US$250K | 0.05% |
| Wells Fargo & Company | 2,883 | US$238K | 0.05% |
| Visa Inc. | 587 | US$201K | 0.04% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |