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Home > Institutional Investor > Papamarkou Wellner Asset Management Inc. > Profile

Instuitional Investor - Papamarkou Wellner Asset Management Inc.

Fund Profile
Filing Period:
Fund Name: Papamarkou Wellner Asset Management Inc.
Portfolio Value $151,117,192
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 74,450 $15,274,907 10.11%
2.
Nvidia Corp
 NVDA 74,965 $11,843,720 7.84%
3.
Microsoft Corp
 MSFT 23,662 $11,769,715 7.79%
4.
Amazon Com Inc
 AMZN 34,567 $7,583,654 5.02%
5.
Alphabet Inc.
 GOOGL 32,175 $5,670,200 3.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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