Wills Financial Group LLC
Wills Financial Group LLC reported 75 holdings worth US$265M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Wills Financial Group LLC reported 75 holdings worth US$265M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Palo Alto Networks, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 75
- Value as reported
- US$265M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 42,803 | US$21.4M | 8.1% |
| Apple Inc | 56,193 | US$16.3M | 6.1% |
| Palo Alto Networks, Inc. | 45,182 | US$15.4M | 5.8% |
| Microsoft Corp. | 35,189 | US$13.1M | 4.9% |
| Alphabet Inc (google) Class C | 36,032 | US$12.9M | 4.9% |
| Lockheed Martin Corporation | 20,488 | US$10.4M | 3.9% |
| Amazon.com, Inc. | 37,496 | US$8.94M | 3.4% |
| Procter & Gamble Company (the) | 49,959 | US$7.33M | 2.8% |
| Union Pacific Corporation | 25,959 | US$7.06M | 2.7% |
| Chevron Corporation | 41,517 | US$6.88M | 2.6% |
| Moog Inc. | 16,077 | US$6.81M | 2.6% |
| Pepsico, Inc. | 49,929 | US$6.76M | 2.5% |
| Jp Morgan Chase & Co. | 19,047 | US$6.23M | 2.3% |
| Broadcom Inc. | 16,459 | US$6.22M | 2.3% |
| Essential Utilities, Inc. | 152K | US$5.83M | 2.2% |
| Danaher Corporation | 28,431 | US$5.42M | 2.0% |
| Sherwin-williams Company (the) | 14,670 | US$5.05M | 1.9% |
| Dominion Energy, Inc. | 73,643 | US$5.03M | 1.9% |
| Kimberly-clark Corporation | 45,692 | US$5.02M | 1.9% |
| Southern Company (the) | 44,018 | US$4.21M | 1.6% |
| Pfizer, Inc. | 172K | US$4.15M | 1.6% |
| Cf Industries Holdings, Inc. | 33,640 | US$3.64M | 1.4% |
| Marathon Petroleum Corporation | 13,704 | US$3.5M | 1.3% |
| Atlantic Union Bankshares Corporation | 82,148 | US$3.48M | 1.3% |
| Badger Meter, Inc. | 20,301 | US$3.01M | 1.1% |
| Nextera Energy, Inc. | 34,000 | US$2.98M | 1.1% |
| Xylem Inc. | 23,135 | US$2.73M | 1.0% |
| Verizon Communications Inc. | 63,155 | US$2.67M | 1.0% |
| Brady Corporation | 28,063 | US$2.57M | 0.97% |
| Netapp, Inc. | 16,009 | US$2.48M | 0.93% |
| Visa Inc. | 7,144 | US$2.45M | 0.92% |
| Merck & Company, Inc. | 17,931 | US$2.3M | 0.87% |
| Norfolk Southern Corporation | 5,823 | US$1.83M | 0.69% |
| Tractor Supply Company | 51,346 | US$1.62M | 0.61% |
| Eli Lilly And Company | 1,315 | US$1.58M | 0.59% |
| Exxon Mobil Corporation | 10,500 | US$1.44M | 0.54% |
| Deckers Outdoor Corporation | 13,764 | US$1.37M | 0.52% |
| Johnson & Johnson | 5,035 | US$1.28M | 0.48% |
| Duke Energy Corporation (holding Company) | 10,030 | US$1.27M | 0.48% |
| Target Corporation | 9,455 | US$1.23M | 0.47% |
| Asml Holding Nv | 465 | US$925K | 0.35% |
| Nvidia Corporation | 4,078 | US$816K | 0.31% |
| Coca-cola Company (the) | 9,800 | US$796K | 0.30% |
| Philip Morris International Inc | 3,892 | US$704K | 0.27% |
| Thermo Fisher Scientific Inc | 1,364 | US$684K | 0.26% |
| Cme Group Inc. | 2,826 | US$624K | 0.24% |
| Pnc Financial Services Group, Inc. (the) | 2,330 | US$574K | 0.22% |
| Home Depot, Inc. (the) | 1,492 | US$526K | 0.20% |
| Albemarle Corporation | 3,339 | US$451K | 0.17% |
| Towne Bank | 10,830 | US$392K | 0.15% |
| Mckesson Corporation | 500 | US$378K | 0.14% |
| Lowe's Companies, Inc. | 1,700 | US$375K | 0.14% |
| Abbott Laboratories | 3,531 | US$320K | 0.12% |
| Markel Group Inc. | 142 | US$277K | 0.10% |
| Intuitive Surgical, Inc. | 691 | US$275K | 0.10% |
| Costco Wholesale Corporation | 287 | US$268K | 0.10% |
| Tesla, Inc. | 624 | US$262K | 0.10% |
| Huntington Ingalls Industries, Inc. | 926 | US$259K | 0.10% |
| Rtx Corporation | 1,276 | US$242K | 0.09% |
| Citigroup, Inc. | 1,611 | US$225K | 0.08% |
| Csx Corporation | 4,693 | US$223K | 0.08% |
| The Travelers Companies, Inc. | 630 | US$208K | 0.08% |
| Mcdonald's Corporation | 759 | US$205K | 0.08% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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