Holdings
Core Wealth Partners LLC
As of Jun 30, 2026, Core Wealth Partners LLC reported 99 positions worth US$157M. Largest: Rockwell Automation, Inc., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rockwell Automation, Inc. | 41,841 | US$20.7M | +52 | Jun 30, 2026 |
| Apple Inc | 61,326 | US$17.7M | −1,644 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 24,888 | US$8.89M | −709 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 13,255 | US$6.63M | −1,018 | Jun 30, 2026 |
| Microsoft Corp. | 15,768 | US$5.88M | −21 | Jun 30, 2026 |
| Amazon.com, Inc. | 21,426 | US$5.11M | −1,380 | Jun 30, 2026 |
| Nvidia Corporation | 23,095 | US$4.62M | −3,660 | Jun 30, 2026 |
| Ametek, Inc. | 18,000 | US$4.35M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 10,716 | US$3.51M | −1,136 | Jun 30, 2026 |
| Costco Wholesale Corporation | 3,628 | US$3.39M | −399 | Jun 30, 2026 |