Papamarkou Wellner Asset Management inc. Diversified Active

Location: New York, NY

CIK: 0002063952 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 18, 2026

Total Value: $166M (100.0% shares, 0.0% debt)

Holdings (86)

AAPL APPLE INC 12.0%
Value $19.96M Shares 73,415 Est. Cost $234.51 Unrealized +14.4%
NVDA NVIDIA CORPORATION 8.2%
Value $13.58M Shares 72,810 Est. Cost $137.79 Unrealized +35.1%
MSFT MICROSOFT CORP 6.8%
Value $11.29M Shares 23,344 Est. Cost $422.35 Unrealized +18.5%
GOOGL ALPHABET INC 5.8%
Value $9.733M Shares 31,095 Est. Cost $174.14 Unrealized +64.0%
AMZN AMAZON COM INC 4.8%
Value $7.928M Shares 34,347 Est. Cost $204.58 Unrealized +11.8%
V VISA INC 2.9%
Value $4.805M Shares 13,702 Est. Cost $298.33 Unrealized +14.1%
CVX CHEVRON CORP NEW 2.8%
Value $4.7M Shares 30,836 Est. Cost $148.75 Unrealized +1.8%
PM PHILIP MORRIS INTL INC 2.6%
Value $4.269M Shares 26,616 Est. Cost $122.26 Unrealized +25.6%
MA MASTERCARD INCORPORATED 2.4%
Value $3.984M Shares 6,979 Est. Cost $514.68 Unrealized +8.6%
GOOG ALPHABET INC 2.2%
Value $3.646M Shares 11,618 Est. Cost $175.67 Unrealized +63.0%
KO COCA COLA CO 2.2%
Value $3.608M Shares 51,608 Est. Cost $63.24 Unrealized +9.7%
ISRG INTUITIVE SURGICAL INC 2.2%
Value $3.584M Shares 6,328 Est. Cost $520.85 Unrealized +2.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value $3.507M Shares 6,977 Est. Cost $461.73 Unrealized +7.8%
SPGI S&P GLOBAL INC 2.0%
Value $3.283M Shares 6,282 Est. Cost $503.05 Unrealized -1.8%
LLY ELI LILLY & CO 2.0%
Value $3.257M Shares 3,031 Est. Cost $819.07 Unrealized +16.7%
JPM JPMORGAN CHASE & CO. 1.9%
Value $3.109M Shares 9,648 Est. Cost $230.51 Unrealized +34.3%
RTX RTX CORPORATION 1.8%
Value $2.938M Shares 16,020 Est. Cost $118.27 Unrealized +46.6%
ASML ASML HOLDING N V 1.8%
Value $2.938M Shares 2,746 Est. Cost $692.57 Unrealized
META META PLATFORMS INC 1.7%
Value $2.787M Shares 4,222 Est. Cost $587.07 Unrealized +13.7%
MCD MCDONALDS CORP 1.6%
Value $2.692M Shares 8,809 Est. Cost $291.22 Unrealized +4.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.5%
Value $2.436M Shares 8,017 Est. Cost $197.99 Unrealized
BLK BLACKROCK INC 1.4%
Value $2.342M Shares 2,188 Est. Cost $991.05 Unrealized +9.9%
ABT ABBOTT LABS 1.4%
Value $2.286M Shares 18,242 Est. Cost $113.33 Unrealized +12.3%
ABBV ABBVIE INC 1.3%
Value $2.196M Shares 9,611 Est. Cost $178.02 Unrealized +27.8%
AVGO BROADCOM INC 1.2%
Value $2.077M Shares 6,002 Est. Cost $215.92 Unrealized +65.3%
GILD GILEAD SCIENCES INC 1.2%
Value $1.929M Shares 15,720 Est. Cost $87.00 Unrealized +38.9%
PG PROCTER AND GAMBLE CO 1.1%
Value $1.886M Shares 13,163 Est. Cost $164.95 Unrealized -10.8%
MAR MARRIOTT INTL INC NEW 1.1%
Value $1.827M Shares 5,890 Est. Cost $271.75 Unrealized +5.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value $1.82M Shares 11,238 Est. Cost $156.24 Unrealized -0.0%
DE DEERE & CO 1.1%
Value $1.806M Shares 3,880 Est. Cost $489.64 Unrealized -4.5%
CME CME GROUP INC 1.0%
Value $1.728M Shares 6,327 Est. Cost $219.66 Unrealized +23.3%
INTU INTUIT 1.0%
Value $1.673M Shares 2,525 Est. Cost $635.35 Unrealized +4.0%
ETN EATON CORP PLC 0.9%
Value $1.575M Shares 4,946 Est. Cost $308.54 Unrealized +14.9%
LMT LOCKHEED MARTIN CORP 0.9%
Value $1.475M Shares 3,049 Est. Cost $517.22 Unrealized -7.9%
UNP UNION PAC CORP 0.8%
Value $1.272M Shares 5,501 Est. Cost $230.16 Unrealized -1.2%
HD HOME DEPOT INC 0.7%
Value $1.114M Shares 3,236 Est. Cost $396.59 Unrealized -8.1%
NFLX NETFLIX INC 0.6%
Value $1.041M Shares 11,100 Est. Cost $105.20 Unrealized +2.5%
QCOM QUALCOMM INC 0.5%
Value $904K Shares 5,285 Est. Cost $159.52 Unrealized +7.1%
PGR PROGRESSIVE CORP 0.5%
Value $902K Shares 3,959 Est. Cost $212.34 Unrealized 0.0%
UBSI UNITED BANKSHARES INC WEST V 0.5%
Value $891K Shares 23,198 Est. Cost $39.37 Unrealized -5.4%
SBSW SIBANYE STILLWATER LTD 0.5%
Value $822K Shares 57,719 Est. Cost $3.30 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value $822K Shares 953 Est. Cost $980.28 Unrealized -7.6%
TXN TEXAS INSTRS INC 0.5%
Value $815K Shares 4,695 Est. Cost $193.15 Unrealized -11.6%
NEM NEWMONT CORP 0.5%
Value $809K Shares 8,103 Est. Cost $44.64 Unrealized +102.1%
CSCO CISCO SYS INC 0.5%
Value $807K Shares 10,479 Est. Cost $73.79 Unrealized 0.0%
MO ALTRIA GROUP INC 0.5%
Value $758K Shares 13,140 Est. Cost $48.82 Unrealized +21.6%
FTAI FTAI AVIATION LTD 0.3%
Value $581K Shares 2,950 Est. Cost $141.79 Unrealized +20.1%
BX BLACKSTONE INC 0.3%
Value $575K Shares 3,729 Est. Cost $151.46 Unrealized 0.0%
NOW SERVICENOW INC 0.3%
Value $553K Shares 3,610 Est. Cost $181.67 Unrealized -5.6%
LYG LLOYDS BANKING GROUP PLC 0.3%
Value $552K Shares 104,100 Est. Cost $3.20 Unrealized
EOG EOG RES INC 0.3%
Value $528K Shares 5,026 Est. Cost $123.33 Unrealized -13.1%
VOXR VOX ROYALTY CORP 0.3%
Value $504K Shares 106,250 Est. Cost $2.53 Unrealized +78.7%
NEE NEXTERA ENERGY INC 0.3%
Value $477K Shares 5,946 Est. Cost $82.50 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.3%
Value $460K Shares 15,385 Est. Cost $35.04 Unrealized -18.6%
TPR TAPESTRY INC 0.3%
Value $444K Shares 3,475 Est. Cost $74.57 Unrealized +52.9%
BND VANGUARD BD INDEX FDS 0.3%
Value $424K Shares 5,730 Est. Cost $71.91 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value $415K Shares 2,644 Est. Cost $202.10 Unrealized -29.2%
BL BLACKLINE INC 0.2%
Value $387K Shares 6,997 Est. Cost $53.96 Unrealized +2.1%
ET ENERGY TRANSFER L P 0.2%
Value $371K Shares 22,486 Est. Cost $19.53 Unrealized
WBD WARNER BROS DISCOVERY INC 0.2%
Value $334K Shares 11,600 Est. Cost $9.29 Unrealized +151.5%
VZLA VIZSLA SILVER CORP 0.2%
Value $334K Shares 60,887 Est. Cost $2.03 Unrealized +131.6%
BRZE BRAZE INC 0.2%
Value $331K Shares 9,650 Est. Cost $29.63 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $330K Shares 1,000 Est. Cost $552.89 Unrealized -39.0%
USAS AMERICAS GOLD AND SILVER COR 0.2%
Value $321K Shares 62,570 Est. Cost $2.61 Unrealized +72.1%
FN FABRINET 0.2%
Value $313K Shares 687 Est. Cost $329.28 Unrealized +32.1%
AESI ATLAS ENERGY SOLUTIONS INC 0.2%
Value $302K Shares 32,050 Est. Cost $10.11 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $295K Shares 382 Est. Cost $569.37 Unrealized +19.2%
USG USCF ETF TR 0.2%
Value $288K Shares 8,300 Est. Cost $34.75 Unrealized
WESTERN ASSET EMERGING MKTS 0.2%
Value $281K Shares 26,400 Est. Cost $9.86 Unrealized
PUTNAM PREMIER INCOME TR 0.2%
Value $273K Shares 77,000 Est. Cost $3.56 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.2%
Value $270K Shares 1,049 Est. Cost $291.34 Unrealized -9.1%
HIGHLAND OPPS & INCOME FD 0.2%
Value $269K Shares 45,000 Est. Cost $5.45 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value $255K Shares 1,162 Est. Cost $180.80 Unrealized +35.0%
HSBC HSBC HLDGS PLC 0.2%
Value $254K Shares 3,230 Est. Cost $78.67 Unrealized
MTA METALLA RTY & STREAMING LTD 0.1%
Value $230K Shares 29,618 Est. Cost $3.17 Unrealized +126.6%
ARIS ARIS MNG CORP 0.1%
Value $220K Shares 13,539 Est. Cost $4.32 Unrealized +184.5%
CUBE CUBESMART 0.1%
Value $214K Shares 5,950 Est. Cost $42.68 Unrealized
CLEARBRIDGE ENERGY MIDSTRM O 0.1%
Value $214K Shares 4,800 Est. Cost $44.65 Unrealized
GECC GREAT ELM CAP CORP 0.1%
Value $213K Shares 30,200 Est. Cost $8.05 Unrealized -9.7%
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.1%
Value $194K Shares 16,941 Est. Cost $11.59 Unrealized 0.0%
BLACKSTONE LONG SHORT CR INC 0.1%
Value $184K Shares 15,750 Est. Cost $11.66 Unrealized
ELE ELEMENTAL RTY CORP 0.1%
Value $182K Shares 10,750 Est. Cost $15.55 Unrealized 0.0%
DOUBLELINE OPPORTUNISTIC CR 0.1%
Value $160K Shares 10,500 Est. Cost $15.25 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value $124K Shares 10,000 Est. Cost $12.35 Unrealized 0.0%
MORGAN STANLEY EMERGING MKTS 0.1%
Value $117K Shares 21,500 Est. Cost $4.54 Unrealized
IAUX I-80 GOLD CORP 0.0%
Value $22,107 Shares 15,000 Est. Cost $0.74 Unrealized +54.5%