Holdings
Wbh Advisory Inc
As of Jun 30, 2026, Wbh Advisory Inc reported 143 positions worth US$206M. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 68,915 | US$19.9M | −2,282 | Jun 30, 2026 |
| Microsoft Corp. | 40,212 | US$15M | −420 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 34,918 | US$12.5M | −1,676 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 18,498 | US$9.26M | −1,004 | Jun 30, 2026 |
| Eli Lilly And Company | 6,633 | US$7.96M | −218 | Jun 30, 2026 |
| Johnson & Johnson | 20,928 | US$5.31M | −300 | Jun 30, 2026 |
| Caterpillar, Inc. | 4,745 | US$5.05M | −133 | Jun 30, 2026 |
| Amazon.com, Inc. | 19,123 | US$4.56M | +820 | Jun 30, 2026 |
| Costco Wholesale Corporation | 4,740 | US$4.43M | −2 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 27,645 | US$4.05M | −2,231 | Jun 30, 2026 |