Holdings
Wharton Business Group, LLC
As of Jun 30, 2026, Wharton Business Group, LLC reported 64 positions worth US$506M. Largest: Apple Inc, Jp Morgan Chase & Co. and Goldman Sachs Group, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 406K | US$117M | −23,601 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 162K | US$53.1M | −305 | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 48,491 | US$49M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 40,314 | US$42.9M | −6,765 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 81,672 | US$40.9M | −210 | Jun 30, 2026 |
| Cummins Inc. | 46,586 | US$33.2M | −4,600 | Jun 30, 2026 |
| Quanta Services, Inc. | 33,545 | US$24.2M | −5,240 | Jun 30, 2026 |
| Bank Of America Corporation | 374K | US$21.3M | −3,985 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 25,771 | US$19.2M | −2,051 | Jun 30, 2026 |
| Cisco Systems, Inc. | 141K | US$16.5M | no change | Jun 30, 2026 |