Mason Investment Advisory Services, Inc.
Mason Investment Advisory Services, Inc. reported 84 holdings worth US$2.63B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Mason Investment Advisory Services, Inc. reported 84 holdings worth US$2.63B as of Jun 30, 2026. Largest: Exxon Mobil Corporation, Chevron Corporation and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$2.63B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Exxon Mobil Corporation | 16,185 | US$2.21M | 0.08% |
| Chevron Corporation | 9,865 | US$1.64M | 0.06% |
| Apple Inc | 4,651 | US$1.35M | 0.05% |
| Alphabet Inc (google) Class C | 3,271 | US$1.17M | 0.04% |
| Arista Networks, Inc. | 4,955 | US$842K | 0.03% |
| Microsoft Corp. | 2,054 | US$766K | 0.03% |
| Albertsons Companies, Inc. | 42,670 | US$577K | 0.02% |
| Costco Wholesale Corporation | 419 | US$392K | 0.01% |
| Amazon.com, Inc. | 1,540 | US$367K | 0.01% |
| Eli Lilly And Company | 270 | US$324K | 0.01% |
| Home Depot, Inc. (the) | 790 | US$279K | 0.01% |
| Lam Research Corporation | 640 | US$278K | 0.01% |
| Visa Inc. | 727 | US$249K | <0.01% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 511 | US$244K | <0.01% |
| Berkshire Hathaway Inc. | 481 | US$241K | <0.01% |
| Precigen, Inc. | 10,000 | US$57,000 | <0.01% |
| Ingredion Incorporated | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |