Mayar Capital as of June 30, 2022
Portfolio Holdings for Mayar Capital
Mayar Capital holds 13 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 11.0 | $15M | 80k | 182.54 | |
| Electronic Arts (EA) | 10.8 | $14M | 118k | 121.65 | |
| Alphabet Inc Class C cs (GOOG) | 10.6 | $14M | 6.4k | 2187.49 | |
| Visa (V) | 9.1 | $12M | 62k | 196.88 | |
| Johnson & Johnson (JNJ) | 8.8 | $12M | 66k | 177.50 | |
| Paypal Holdings (PYPL) | 7.9 | $10M | 149k | 69.84 | |
| Bright Horizons Fam Sol In D (BFAM) | 7.6 | $10M | 120k | 84.52 | |
| Vontier Corporation (VNT) | 7.6 | $10M | 441k | 22.99 | |
| 3M Company (MMM) | 7.2 | $9.6M | 74k | 129.41 | |
| Dropbox Inc-class A (DBX) | 7.1 | $9.4M | 450k | 20.99 | |
| Laboratory Corp. of America Holdings (LH) | 6.7 | $8.9M | 38k | 234.35 | |
| MasterCard Incorporated (MA) | 5.1 | $6.8M | 22k | 315.48 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $556k | 2.0k | 272.82 |
