Holdings
Mason Investment Advisory Services, Inc.
As of Jun 30, 2026, Mason Investment Advisory Services, Inc. reported 16 positions worth US$11M. Largest: Exxon Mobil Corporation, Chevron Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 16,185 | US$2.21M | −89 | Jun 30, 2026 |
| Chevron Corporation | 9,865 | US$1.64M | −392 | Jun 30, 2026 |
| Apple Inc | 4,651 | US$1.35M | −317 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,271 | US$1.17M | −114 | Jun 30, 2026 |
| Arista Networks, Inc. | 4,955 | US$842K | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,054 | US$766K | −104 | Jun 30, 2026 |
| Albertsons Companies, Inc. | 42,670 | US$577K | +451 | Jun 30, 2026 |
| Costco Wholesale Corporation | 419 | US$392K | −8 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,540 | US$367K | −130 | Jun 30, 2026 |
| Eli Lilly And Company | 270 | US$324K | −15 | Jun 30, 2026 |