Beck Mack & Oliver
Latest statistics and disclosures from Beck Mack & Oliver's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APO, BX, GOOG, MSFT, ASHTF, and represent 28.29% of Beck Mack & Oliver's stock portfolio.
- Added to shares of these 10 stocks: AJG (+$38M), CSGP (+$34M), OWL (+$14M), BN (+$13M), BWIN (+$7.0M), AMZN (+$6.1M), ARES, LH, COO, AXP.
- Started 15 new stock positions in MBINN, COO, MU, TT, BWIN, CWGIX, KHC, AGTHX, SSHFX, VRCA. ALC, HYG, FI, ADSK, WDOFF.
- Reduced shares in these 10 stocks: Fiserv (-$110M), GOOGL (-$27M), GOOG (-$23M), CACC (-$12M), FTRE (-$10M), DIBS (-$8.0M), WBD, MKL, MSFT, RDNT.
- Sold out of its positions in Hudson Pacific Properties, NKE, NDSN, RYAN, SENS, MMM, VCMP, Fiserv.
- Beck Mack & Oliver was a net seller of stock by $-84M.
- Beck Mack & Oliver has $5.5B in assets under management (AUM), dropping by 0.14%.
- Central Index Key (CIK): 0000010742
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Portfolio Holdings for Beck Mack & Oliver
Beck Mack & Oliver holds 194 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 7.3 | $400M | 2.8M | 144.76 |
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| Blackstone Group Inc Com Cl A (BX) | 6.0 | $331M | 2.1M | 154.14 |
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| Alphabet Inc Class C cs (GOOG) | 5.7 | $313M | -6% | 999k | 313.80 |
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| Microsoft Corporation (MSFT) | 5.0 | $275M | 568k | 483.62 |
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| Ashtead Group Ord Gbp0.10 Isin #gb0000536739 Sedol #0053673 (ASHTF) | 4.3 | $238M | 3.5M | 68.42 |
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| RadNet (RDNT) | 4.2 | $231M | 3.2M | 71.35 |
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| Arthur J. Gallagher & Co. (AJG) | 4.1 | $228M | +19% | 879k | 258.79 |
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| Tempur-Pedic International (SGI) | 3.8 | $208M | 2.3M | 89.28 |
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| Charles Schwab Corporation (SCHW) | 3.7 | $206M | 2.1M | 99.91 |
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| Ferguson (FERG) | 3.4 | $188M | 844k | 222.63 |
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| Zurn Water Solutions Corp Zws (ZWS) | 3.0 | $167M | 3.6M | 46.49 |
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| Labcorp Holdings (LH) | 2.9 | $157M | +2% | 627k | 250.88 |
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| American Express Company (AXP) | 2.8 | $152M | +2% | 410k | 369.95 |
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| CoStar (CSGP) | 2.7 | $150M | +29% | 2.2M | 67.24 |
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| Waters Corporation (WAT) | 2.7 | $148M | 391k | 379.83 |
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| Credit Acceptance (CACC) | 2.5 | $138M | -7% | 310k | 443.46 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $128M | 397k | 322.22 |
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| Hilton Worldwide Holdings (HLT) | 2.1 | $118M | 411k | 287.25 |
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| Blue Owl Capital (OWL) | 2.1 | $116M | +13% | 7.8M | 14.94 |
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| Abbott Laboratories (ABT) | 2.0 | $110M | 875k | 125.29 |
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| Roper Industries (ROP) | 1.9 | $103M | 231k | 445.13 |
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| Alphabet Inc Class A cs (GOOGL) | 1.6 | $88M | -23% | 281k | 313.00 |
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| Jefferies Finl Group (JEF) | 1.4 | $76M | -2% | 1.2M | 61.97 |
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| Globalstar (GSAT) | 1.3 | $70M | -2% | 1.1M | 61.04 |
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| Matador Resources (MTDR) | 1.1 | $61M | +2% | 1.4M | 42.44 |
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| Qualcomm (QCOM) | 1.0 | $56M | -3% | 326k | 171.05 |
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| MasterCard Incorporated (MA) | 1.0 | $55M | 96k | 570.88 |
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| Warner Bros. Discovery (WBD) | 1.0 | $54M | -8% | 1.9M | 28.82 |
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| Rush Enterprises (RUSHA) | 1.0 | $53M | 984k | 53.94 |
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| Wabtec Corporation (WAB) | 0.9 | $49M | -3% | 231k | 213.45 |
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| Amazon (AMZN) | 0.9 | $48M | +14% | 207k | 230.82 |
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| Markel Corporation (MKL) | 0.8 | $46M | -7% | 22k | 2149.65 |
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| Berkshire Hathaway (BRK.B) | 0.8 | $46M | 92k | 502.65 |
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| Johnson & Johnson (JNJ) | 0.8 | $46M | 220k | 206.95 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.7 | $39M | +49% | 842k | 45.89 |
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| Lowe's Companies (LOW) | 0.6 | $34M | 139k | 241.16 |
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| Teva Pharmaceutical Industries (TEVA) | 0.6 | $33M | -3% | 1.1M | 31.21 |
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| Wal-Mart Stores (WMT) | 0.6 | $33M | 293k | 111.41 |
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| Apple (AAPL) | 0.6 | $32M | +5% | 117k | 271.86 |
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| Union Pacific Corporation (UNP) | 0.5 | $30M | 127k | 231.32 |
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| Williams Companies (WMB) | 0.5 | $26M | -3% | 427k | 60.11 |
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| Enterprise Products Partners (EPD) | 0.5 | $26M | 795k | 32.06 |
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| Hubbell (HUBB) | 0.4 | $22M | 49k | 444.11 |
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| Enbridge (ENB) | 0.3 | $16M | -3% | 324k | 47.83 |
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| Duke Energy (DUK) | 0.3 | $15M | 125k | 117.21 |
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| Park Aerospace Corp. Cmn Pke (PKE) | 0.3 | $14M | -2% | 668k | 21.34 |
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| Fortrea Hldgs (FTRE) | 0.3 | $14M | -42% | 805k | 17.25 |
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| Smith Douglas Homes Corp Cl A (SDHC) | 0.2 | $14M | 816k | 16.77 |
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| SYSCO Corporation (SYY) | 0.2 | $13M | 181k | 73.69 |
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| Ares Management Corporation cl a com stk (ARES) | 0.2 | $12M | +50% | 77k | 161.63 |
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| 1stdibs (DIBS) | 0.2 | $12M | -40% | 2.0M | 5.99 |
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| Nutrien (NTR) | 0.2 | $12M | 187k | 61.72 |
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| Merck & Co (MRK) | 0.2 | $10M | 98k | 105.26 |
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| Dover Corporation (DOV) | 0.2 | $9.8M | -3% | 50k | 195.24 |
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| Sherwin-Williams Company (SHW) | 0.2 | $9.3M | -8% | 29k | 324.03 |
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| Costco Wholesale Corporation (COST) | 0.2 | $9.1M | +6% | 11k | 862.30 |
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| Verizon Communications (VZ) | 0.2 | $9.0M | 220k | 40.73 |
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| FedEx Corporation (FDX) | 0.1 | $8.2M | 28k | 288.86 |
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| Crimson Wine (CWGL) | 0.1 | $7.5M | -9% | 1.5M | 4.90 |
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| Procter & Gamble Company (PG) | 0.1 | $7.4M | 52k | 143.31 |
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| Kkr & Co (KKR) | 0.1 | $7.0M | 55k | 127.48 |
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| Brp Group (BWIN) | 0.1 | $7.0M | NEW | 290k | 24.03 |
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| Home Depot (HD) | 0.1 | $6.7M | +9% | 19k | 344.10 |
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| Automatic Data Processing (ADP) | 0.1 | $6.6M | -2% | 26k | 257.23 |
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| Progressive Corporation (PGR) | 0.1 | $5.6M | 25k | 227.72 |
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| Visa (V) | 0.1 | $5.5M | +17% | 16k | 350.71 |
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| Townsquare Media Inc cl a (TSQ) | 0.1 | $5.5M | +8% | 1.1M | 5.14 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $5.5M | -4% | 46k | 120.34 |
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| Armstrong World Industries (AWI) | 0.1 | $5.2M | 27k | 191.10 |
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| Rocket Cos (RKT) | 0.1 | $5.1M | +10% | 265k | 19.36 |
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| Axis Capital Holdings (AXS) | 0.1 | $5.1M | 48k | 107.09 |
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| Brookfield Asset Management (BAM) | 0.1 | $4.9M | -2% | 94k | 52.39 |
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| Spdr Gold Trust Emf (GLD) | 0.1 | $4.5M | 11k | 396.31 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $4.4M | -2% | 44k | 100.89 |
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| Abbvie (ABBV) | 0.1 | $4.2M | 18k | 228.49 |
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| Vitesse Energy (VTS) | 0.1 | $3.9M | -2% | 200k | 19.26 |
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| Linde (LIN) | 0.1 | $3.5M | 8.3k | 426.39 |
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| Cooper Cos (COO) | 0.1 | $3.4M | NEW | 41k | 81.96 |
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| M&T Bank Corporation (MTB) | 0.1 | $3.3M | -2% | 16k | 201.48 |
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| Pepsi (PEP) | 0.1 | $3.0M | 21k | 143.52 |
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| Ishares S&p 500 Index Fund Emf (IVV) | 0.1 | $3.0M | 4.4k | 684.94 |
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| Globe Life (GL) | 0.1 | $3.0M | 21k | 139.86 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.8M | -2% | 24k | 116.09 |
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| Fiserv (FI) | 0.1 | $2.8M | NEW | 41k | 67.17 |
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| Chevron Corporation (CVX) | 0.0 | $2.7M | -7% | 18k | 152.41 |
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| Deere & Company (DE) | 0.0 | $2.5M | 5.3k | 465.57 |
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| NVIDIA Corporation (NVDA) | 0.0 | $2.3M | +77% | 12k | 186.50 |
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| General Electric (GE) | 0.0 | $2.2M | 7.3k | 308.03 |
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| Pfizer (PFE) | 0.0 | $2.2M | 89k | 24.90 |
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| Alcon (ALC) | 0.0 | $2.1M | NEW | 27k | 78.81 |
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| TJX Companies (TJX) | 0.0 | $2.1M | 14k | 153.61 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $2.0M | +4% | 11k | 183.40 |
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| Danaher Corporation (DHR) | 0.0 | $1.9M | +30% | 8.3k | 228.92 |
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| Capital World Growth & Com Mius (CWGIX) | 0.0 | $1.9M | NEW | 26k | 71.51 |
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| Merchants Bancorp Ind 6 Fxd P PFD (MBINN) | 0.0 | $1.8M | NEW | 99k | 18.37 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $1.7M | -2% | 18k | 98.78 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.7M | 21k | 79.36 |
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| Amgen (AMGN) | 0.0 | $1.7M | 5.1k | 327.33 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $1.6M | +10% | 5.4k | 303.89 |
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| Vanguard Index Fds S&p 500 Etf Emf (VOO) | 0.0 | $1.6M | 2.5k | 627.13 |
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| Advanced Drain Sys Inc Del (WMS) | 0.0 | $1.5M | -2% | 10k | 144.83 |
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| Amdocs Ltd ord (DOX) | 0.0 | $1.4M | 18k | 80.51 |
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| Facebook Inc cl a (META) | 0.0 | $1.4M | 2.1k | 660.09 |
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| Public Service Enterprise (PEG) | 0.0 | $1.3M | 16k | 80.30 |
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| Edwards Lifesciences (EW) | 0.0 | $1.3M | 15k | 85.25 |
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| Coca-Cola Company (KO) | 0.0 | $1.3M | 18k | 69.91 |
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| Ge Vernova (GEV) | 0.0 | $1.3M | -4% | 1.9k | 653.57 |
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| Nextera Energy (NEE) | 0.0 | $1.2M | 15k | 80.28 |
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| Fastenal Company (FAST) | 0.0 | $1.1M | 29k | 40.13 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.1M | 1.9k | 579.45 |
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| PNC Financial Services (PNC) | 0.0 | $1.1M | 5.3k | 208.73 |
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| Schlumberger (SLB) | 0.0 | $1.1M | 29k | 38.38 |
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| Dominion Resources (D) | 0.0 | $1.1M | 19k | 58.59 |
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| Altria (MO) | 0.0 | $1.1M | +17% | 19k | 57.66 |
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| Morgan Stanley (MS) | 0.0 | $1.1M | 6.1k | 177.53 |
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| Spdr Tr Unit Ser 1 Standard & Emf (SPY) | 0.0 | $1.0M | 1.5k | 681.92 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $951k | -5% | 13k | 73.48 |
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| Comcast Corporation (CMCSA) | 0.0 | $918k | +25% | 31k | 29.89 |
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| Mettler-Toledo International (MTD) | 0.0 | $892k | -7% | 640.00 | 1394.19 |
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| Oracle Corporation (ORCL) | 0.0 | $802k | 4.1k | 194.91 |
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| Toast (TOST) | 0.0 | $743k | 21k | 35.51 |
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| Kraft Heinz (KHC) | 0.0 | $728k | NEW | 30k | 24.25 |
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| Vaneck Vectors Etf Tr Jr Gold Ifus (GDXJ) | 0.0 | $694k | +7% | 6.1k | 113.78 |
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| Growth Fd Amer Cl A Mius (AGTHX) | 0.0 | $657k | NEW | 8.2k | 80.46 |
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| Lamar Advertising Co-a (LAMR) | 0.0 | $633k | -16% | 5.0k | 126.58 |
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| Capital One Financial (COF) | 0.0 | $618k | 2.5k | 242.36 |
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| Tractor Supply Company (TSCO) | 0.0 | $600k | 12k | 50.01 |
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| IDEXX Laboratories (IDXX) | 0.0 | $595k | +35% | 880.00 | 676.53 |
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| Bel Fuse (BELFB) | 0.0 | $594k | 3.5k | 169.63 |
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| Carrier Global Corporation (CARR) | 0.0 | $549k | -2% | 10k | 52.84 |
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| EOG Resources (EOG) | 0.0 | $515k | 4.9k | 105.01 |
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| Walt Disney Company (DIS) | 0.0 | $505k | -3% | 4.4k | 113.77 |
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| International Business Machines (IBM) | 0.0 | $504k | +4% | 1.7k | 296.26 |
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| Perpetua Resources (PPTA) | 0.0 | $501k | +93% | 21k | 24.21 |
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| Vanguard Index Fds 500index Ad MF (VFIAX) | 0.0 | $497k | 787.00 | 631.80 |
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| Commerce Bancshares (CBSH) | 0.0 | $478k | +5% | 9.1k | 52.34 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $478k | 1.7k | 281.16 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $471k | 2.9k | 160.79 |
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| Trane Technologies (TT) | 0.0 | $464k | NEW | 1.2k | 389.20 |
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| Liberty Media Corp Del (FWONA) | 0.0 | $457k | 5.1k | 89.38 |
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| Waste Management (WM) | 0.0 | $450k | 2.0k | 219.71 |
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| Tesla Motors (TSLA) | 0.0 | $450k | -3% | 1.0k | 449.72 |
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| Paychex (PAYX) | 0.0 | $449k | 4.0k | 112.18 |
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| Allstate Corporation (ALL) | 0.0 | $439k | 2.1k | 208.15 |
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| Sempra Energy (SRE) | 0.0 | $402k | 4.6k | 88.30 |
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| Baxter International (BAX) | 0.0 | $401k | -15% | 21k | 19.11 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $400k | -2% | 4.6k | 87.35 |
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| S&p Global (SPGI) | 0.0 | $400k | 765.00 | 522.59 |
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| Accenture (ACN) | 0.0 | $388k | 1.4k | 268.30 |
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| McDonald's Corporation (MCD) | 0.0 | $368k | 1.2k | 305.63 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $363k | 299.00 | 1215.08 |
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| Sound Shore Fd Inc Inv Cl MF (SSHFX) | 0.0 | $363k | NEW | 9.1k | 39.97 |
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| Jpmorgan Chase And Co 6 Dep Nc PFD (JPM.PC) | 0.0 | $360k | -46% | 14k | 25.14 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $355k | 3.6k | 98.51 |
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| U.S. Bancorp (USB) | 0.0 | $355k | -5% | 6.7k | 53.36 |
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| State Street Spdr S&p Divid Et Emf (SDY) | 0.0 | $346k | 2.5k | 139.16 |
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| Wells Fargo & Company (WFC) | 0.0 | $343k | 3.7k | 93.20 |
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| Loar Holdings (LOAR) | 0.0 | $340k | 5.0k | 68.00 |
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| ConocoPhillips (COP) | 0.0 | $335k | 3.6k | 93.61 |
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| Anthem (ELV) | 0.0 | $331k | +29% | 943.00 | 350.55 |
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| City Holding Company (CHCO) | 0.0 | $311k | 2.6k | 119.20 |
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| Roche Holding (RHHBY) | 0.0 | $300k | 5.8k | 51.57 |
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| Central Securities (CET) | 0.0 | $297k | 5.9k | 50.71 |
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| Southern Company (SO) | 0.0 | $297k | 3.4k | 87.20 |
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| Jacobs Engineering Group (J) | 0.0 | $296k | 2.2k | 132.46 |
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| AllianceBernstein Holding (AB) | 0.0 | $295k | 7.7k | 38.48 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $277k | 2.2k | 125.82 |
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| Schwab Strategic Tr Us Mid-cap Emf (SCHM) | 0.0 | $276k | 9.2k | 30.07 |
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| Chubb (CB) | 0.0 | $274k | +2% | 878.00 | 312.12 |
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| Schwab Strategic Tr Us Lcap Va Emf (SCHV) | 0.0 | $271k | 9.1k | 29.61 |
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| Yum! Brands (YUM) | 0.0 | $266k | 1.8k | 151.28 |
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| Cummins (CMI) | 0.0 | $265k | 520.00 | 510.45 |
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| Webster Financial Corporation (WBS) | 0.0 | $258k | 4.1k | 62.94 |
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| Vanguard Small-cap Vipers Emf (VB) | 0.0 | $240k | 930.00 | 257.95 |
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| Goldman Sachs (GS) | 0.0 | $239k | 272.00 | 879.00 |
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| Micron Technology (MU) | 0.0 | $238k | NEW | 833.00 | 285.41 |
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| Booking Holdings (BKNG) | 0.0 | $230k | 43.00 | 5355.33 |
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| Ishares Tr Iboxx Hi Yd Etf Fius (HYG) | 0.0 | $226k | NEW | 2.8k | 80.63 |
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| Intel Corporation (INTC) | 0.0 | $222k | -8% | 6.0k | 36.90 |
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| Autodesk (ADSK) | 0.0 | $219k | NEW | 740.00 | 296.01 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $213k | -14% | 1.2k | 173.49 |
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| Constellation Software (CNSWF) | 0.0 | $212k | 88.00 | 2405.31 |
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| ONEX Corporation (ONEXF) | 0.0 | $210k | 2.5k | 82.93 |
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| Ferroglobe (GSM) | 0.0 | $188k | 40k | 4.64 |
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| Wesdome Gold Mines (WDOFF) | 0.0 | $181k | NEW | 11k | 16.57 |
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| Bodycote (BYPLF) | 0.0 | $160k | 17k | 9.43 |
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| Viatris (VTRS) | 0.0 | $133k | 11k | 12.45 |
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| Verrica Pharmaceuticals (VRCA) | 0.0 | $100k | NEW | 12k | 8.31 |
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| San Juan Basin Royalty Trust (SJT) | 0.0 | $88k | -5% | 16k | 5.62 |
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| Blackberry (BB) | 0.0 | $69k | -36% | 18k | 3.79 |
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| Transocean (RIG) | 0.0 | $44k | 11k | 4.13 |
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| Bear Creek Mining (BCEKF) | 0.0 | $13k | 30k | 0.43 |
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| Dundee Energy | 0.0 | $0 | 10k | 0.00 |
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| Manitok Energy (MKRYF) | 0.0 | $0 | 25k | 0.00 |
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Past Filings by Beck Mack & Oliver
SEC 13F filings are viewable for Beck Mack & Oliver going back to 2011
- Beck Mack & Oliver 2025 Q4 filed Feb. 12, 2026
- Beck Mack & Oliver 2025 Q3 filed Nov. 14, 2025
- Beck Mack & Oliver 2025 Q2 filed Aug. 14, 2025
- Beck Mack & Oliver 2025 Q1 filed May 15, 2025
- Beck Mack & Oliver 2024 Q4 filed Feb. 13, 2025
- Beck Mack & Oliver 2024 Q3 filed Nov. 13, 2024
- Beck Mack & Oliver 2024 Q2 filed Aug. 14, 2024
- Beck Mack & Oliver 2024 Q1 filed May 14, 2024
- Beck Mack & Oliver 2023 Q4 filed Feb. 14, 2024
- Beck Mack & Oliver 2023 Q3 filed Nov. 14, 2023
- Beck Mack & Oliver 2023 Q2 filed Aug. 8, 2023
- Beck Mack & Oliver 2023 Q1 filed May 15, 2023
- Beck Mack & Oliver 2022 Q4 filed Feb. 14, 2023
- Beck Mack & Oliver 2022 Q4 restated filed Feb. 14, 2023
- Beck Mack & Oliver 2022 Q3 filed Nov. 10, 2022
- Beck Mack & Oliver 2022 Q2 filed Aug. 12, 2022