Satovsky Asset Management LLC
Satovsky Asset Management LLC reported 74 holdings worth US$627M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Satovsky Asset Management LLC reported 74 holdings worth US$627M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 74
- Value as reported
- US$627M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 48,053 | US$24M | 3.8% |
| Apple Inc | 55,517 | US$16.1M | 2.6% |
| Alphabet Inc (google) Class C | 28,529 | US$10.2M | 1.6% |
| Microsoft Corp. | 9,738 | US$3.63M | 0.58% |
| Amazon.com, Inc. | 7,547 | US$1.8M | 0.29% |
| Visa Inc. | 3,881 | US$1.33M | 0.21% |
| Cisco Systems, Inc. | 8,631 | US$1.01M | 0.16% |
| Tesla, Inc. | 2,208 | US$929K | 0.15% |
| Marriott International | 2,452 | US$909K | 0.14% |
| Meta Platforms, Inc. | 1,545 | US$870K | 0.14% |
| Exxon Mobil Corporation | 6,118 | US$837K | 0.13% |
| Applied Materials, Inc. | 1,107 | US$800K | 0.13% |
| Johnson & Johnson | 2,413 | US$613K | 0.10% |
| Establishment Labs Holdings Inc. | 7,075 | US$607K | 0.10% |
| The Hershey Company | 2,504 | US$439K | 0.07% |
| Gilead Sciences, Inc. | 3,260 | US$412K | 0.07% |
| Jp Morgan Chase & Co. | 1,190 | US$389K | 0.06% |
| Unitedhealth Group Incorporated | 928 | US$386K | 0.06% |
| Quanta Services, Inc. | 493 | US$355K | 0.06% |
| Southern Company (the) | 3,589 | US$343K | 0.05% |
| Mcdonald's Corporation | 1,239 | US$335K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 321 | US$325K | 0.05% |
| Consolidated Edison, Inc. | 2,933 | US$325K | 0.05% |
| Labcorp Holdings Inc. | 1,142 | US$320K | 0.05% |
| Enterprise Products Partners L.p. | 8,458 | US$311K | 0.05% |
| Pfizer, Inc. | 11,584 | US$279K | 0.04% |
| Citigroup, Inc. | 1,981 | US$277K | 0.04% |
| Agnico Eagle Mines Limited | 1,732 | US$269K | 0.04% |
| Ge Aerospace | 712 | US$266K | 0.04% |
| At&t Inc. | 12,246 | US$253K | 0.04% |
| Nextera Energy, Inc. | 2,840 | US$249K | 0.04% |
| Bank Of America Corporation | 4,336 | US$247K | 0.04% |
| The Bank Of New York Mellon Corporation | 1,670 | US$241K | 0.04% |
| Nextpower Inc. | 2,000 | US$238K | 0.04% |
| Rtx Corporation | 1,251 | US$237K | 0.04% |
| Williams Companies, Inc. (the) | 2,852 | US$212K | 0.03% |
| Oracle Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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