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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 $159,414,545
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 74,145 $18,817,260 11.8%
2.
Nvidia Corp
 NVDA 74,642 $13,017,565 8.17%
3.
Alphabet Inc.
 GOOGL 30,940 $8,925,030 5.6%
4.
Microsoft Corp
 MSFT 23,984 $8,878,300 5.57%
5.
Amazon Com Inc
 AMZN 35,621 $7,421,793 4.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.