Holdings
CPA Asset Management Group, LLC
As of Jun 30, 2026, CPA Asset Management Group, LLC reported 47 positions worth US$60.8M. Largest: Berkshire Hathaway Inc., Caterpillar, Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 25,784 | US$12.9M | −364 | Jun 30, 2026 |
| Caterpillar, Inc. | 9,466 | US$10.1M | −778 | Jun 30, 2026 |
| Apple Inc | 15,897 | US$4.6M | +262 | Jun 30, 2026 |
| Mcdonald's Corporation | 9,970 | US$2.69M | −60 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 7,316 | US$2.61M | +175 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 7,561 | US$2.47M | +158 | Jun 30, 2026 |
| Johnson & Johnson | 8,131 | US$2.07M | +91 | Jun 30, 2026 |
| Microsoft Corp. | 4,692 | US$1.75M | +19 | Jun 30, 2026 |
| Ecolab Inc. | 5,920 | US$1.65M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 5,327 | US$1.27M | +200 | Jun 30, 2026 |