Beck Mack & Oliver
Latest statistics and disclosures from Beck Mack & Oliver's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APO, GOOG, BX, AJG, SUNB, and represent 26.44% of Beck Mack & Oliver's stock portfolio.
- Added to shares of these 10 stocks: SUNB (+$220M), AJG (+$40M), CSGP (+$28M), ALC (+$14M), BX (+$13M), WAT (+$12M), SGI (+$6.3M), ABT (+$6.2M), ARES, AMZN.
- Started 13 new stock positions in CL, ASML, MAR, IAUX, SUNB, VLO, KMI, PRPFX, KTOS, KNSL. APD, INTU, LGND.
- Reduced shares in these 10 stocks: ASHTF (-$238M), ROP (-$24M), OWL (-$23M), GOOG (-$22M), WBD (-$18M), GOOGL (-$11M), PKE (-$6.7M), HLT, MTDR, MSFT.
- Sold out of its positions in ADSK, BCEKF, BKNG, CVS, CNSWF, MBINN, ORCL, RHHBY, SRE, SSHFX. DOX, ASHTF.
- Beck Mack & Oliver was a net seller of stock by $-54M.
- Beck Mack & Oliver has $4.8B in assets under management (AUM), dropping by -11.93%.
- Central Index Key (CIK): 0000010742
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Portfolio Holdings for Beck Mack & Oliver
Beck Mack & Oliver holds 195 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apollo Global Mgmt (APO) | 6.4 | $308M | 2.8M | 111.42 |
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| Alphabet Inc Class C cs (GOOG) | 5.4 | $264M | -7% | 921k | 286.86 |
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| Blackstone Group Inc Com Cl A (BX) | 5.4 | $260M | +5% | 2.3M | 114.99 |
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| Arthur J. Gallagher & Co. (AJG) | 4.7 | $230M | +20% | 1.1M | 216.58 |
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| Sunbelt Rentals Holdings (SUNB) | 4.5 | $220M | NEW | 3.4M | 65.09 |
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| Microsoft Corporation (MSFT) | 4.2 | $206M | 556k | 370.17 |
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| Ferguson (FERG) | 4.0 | $194M | 833k | 233.26 |
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| Charles Schwab Corporation (SCHW) | 4.0 | $192M | 2.0M | 93.98 |
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| Tempur-Pedic International (SGI) | 3.7 | $178M | +3% | 2.4M | 73.92 |
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| RadNet (RDNT) | 3.6 | $177M | -2% | 3.2M | 55.89 |
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| Labcorp Holdings (LH) | 3.4 | $165M | 617k | 266.81 |
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| Zurn Water Solutions Corp Zws (ZWS) | 3.2 | $157M | -2% | 3.5M | 44.84 |
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| Credit Acceptance (CACC) | 2.7 | $131M | 309k | 423.46 |
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| Waters Corporation (WAT) | 2.7 | $129M | +10% | 432k | 297.80 |
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| American Express Company (AXP) | 2.5 | $123M | 408k | 302.48 |
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| Hilton Worldwide Holdings (HLT) | 2.5 | $120M | -3% | 395k | 304.08 |
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| CoStar (CSGP) | 2.4 | $118M | +31% | 2.9M | 40.34 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $114M | -2% | 388k | 294.16 |
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| Abbott Laboratories (ABT) | 2.0 | $96M | +6% | 935k | 102.67 |
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| Matador Resources (MTDR) | 1.8 | $86M | -5% | 1.4M | 63.18 |
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| Globalstar (GSAT) | 1.5 | $74M | 1.1M | 66.42 |
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| Alphabet Inc Class A cs (GOOGL) | 1.4 | $70M | -13% | 243k | 287.56 |
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| Rush Enterprises (RUSHA) | 1.3 | $63M | -2% | 958k | 66.11 |
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| Roper Industries (ROP) | 1.2 | $58M | -29% | 163k | 353.86 |
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| Wabtec Corporation (WAB) | 1.2 | $57M | 229k | 249.91 |
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| Johnson & Johnson (JNJ) | 1.1 | $52M | -2% | 214k | 244.44 |
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| Jefferies Finl Group (JEF) | 1.0 | $51M | 1.2M | 41.27 |
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| MasterCard Incorporated (MA) | 1.0 | $48M | 96k | 499.66 |
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| Blue Owl Capital (OWL) | 1.0 | $48M | -32% | 5.3M | 9.13 |
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| Amazon (AMZN) | 1.0 | $48M | +10% | 228k | 208.27 |
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| Berkshire Hathaway (BRK.B) | 0.9 | $43M | -3% | 89k | 479.20 |
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| Qualcomm (QCOM) | 0.9 | $43M | 330k | 128.78 |
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| Markel Corporation (MKL) | 0.8 | $38M | -9% | 20k | 1914.07 |
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| Wal-Mart Stores (WMT) | 0.7 | $36M | 289k | 124.28 |
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| Warner Bros. Discovery (WBD) | 0.7 | $33M | -35% | 1.2M | 27.46 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.7 | $33M | -4% | 804k | 40.47 |
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| Teva Pharmaceutical Industries (TEVA) | 0.7 | $32M | 1.1M | 30.12 |
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| Enterprise Products Partners (EPD) | 0.6 | $31M | +2% | 817k | 37.84 |
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| Williams Companies (WMB) | 0.6 | $31M | 424k | 72.78 |
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| Union Pacific Corporation (UNP) | 0.6 | $31M | 127k | 242.62 |
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| Apple (AAPL) | 0.6 | $30M | 117k | 253.79 |
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| Lowe's Companies (LOW) | 0.6 | $29M | -12% | 122k | 236.28 |
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| Hubbell (HUBB) | 0.5 | $24M | 49k | 490.74 |
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| Enbridge (ENB) | 0.4 | $17M | 320k | 54.14 |
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| Duke Energy (DUK) | 0.3 | $16M | 125k | 130.94 |
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| Alcon (ALC) | 0.3 | $16M | +674% | 209k | 75.35 |
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| Nutrien (NTR) | 0.3 | $14M | -3% | 181k | 75.46 |
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| Ares Management Corporation cl a com stk (ARES) | 0.3 | $13M | +53% | 118k | 109.10 |
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| SYSCO Corporation (SYY) | 0.3 | $13M | 180k | 71.33 |
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| Park Aerospace Corp. Cmn Pke (PKE) | 0.2 | $12M | -36% | 423k | 27.38 |
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| Verizon Communications (VZ) | 0.2 | $11M | +2% | 226k | 50.20 |
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| Smith Douglas Homes Corp Cl A (SDHC) | 0.2 | $11M | +4% | 851k | 12.80 |
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| Merck & Co (MRK) | 0.2 | $11M | -8% | 90k | 120.29 |
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| Costco Wholesale Corporation (COST) | 0.2 | $11M | 11k | 996.39 |
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| FedEx Corporation (FDX) | 0.2 | $9.6M | -5% | 27k | 356.18 |
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| Brp Group (BWIN) | 0.2 | $9.4M | +47% | 427k | 21.94 |
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| Fortrea Hldgs (FTRE) | 0.2 | $8.9M | +17% | 948k | 9.42 |
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| Sherwin-Williams Company (SHW) | 0.2 | $8.5M | -7% | 26k | 320.55 |
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| Dover Corporation (DOV) | 0.2 | $8.2M | -21% | 39k | 208.45 |
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| Procter & Gamble Company (PG) | 0.2 | $8.0M | +6% | 55k | 144.44 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $7.7M | 46k | 169.66 |
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| 1stdibs (DIBS) | 0.1 | $7.1M | -33% | 1.3M | 5.50 |
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| Crimson Wine (CWGL) | 0.1 | $6.7M | 1.5M | 4.41 |
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| Home Depot (HD) | 0.1 | $6.4M | 19k | 328.89 |
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| Cooper Cos (COO) | 0.1 | $5.4M | +82% | 75k | 71.50 |
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| Spdr Gold Trust Emf (GLD) | 0.1 | $4.9M | 11k | 430.29 |
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| Axis Capital Holdings (AXS) | 0.1 | $4.8M | 48k | 101.41 |
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| Progressive Corporation (PGR) | 0.1 | $4.8M | 24k | 198.24 |
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| Visa (V) | 0.1 | $4.7M | 16k | 302.23 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $4.2M | 43k | 96.47 |
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| Rocket Cos (RKT) | 0.1 | $4.1M | +7% | 285k | 14.25 |
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| Brookfield Asset Management (BAM) | 0.1 | $4.0M | -4% | 90k | 44.45 |
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| Kkr & Co (KKR) | 0.1 | $4.0M | -22% | 43k | 92.50 |
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| Armstrong World Industries (AWI) | 0.1 | $3.7M | -16% | 23k | 164.80 |
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| Chevron Corporation (CVX) | 0.1 | $3.7M | 18k | 206.90 |
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| Pepsi (PEP) | 0.1 | $3.6M | +9% | 23k | 155.29 |
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| Vitesse Energy (VTS) | 0.1 | $3.6M | 198k | 18.16 |
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| M&T Bank Corporation (MTB) | 0.1 | $3.4M | 16k | 206.72 |
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| Townsquare Media Inc cl a (TSQ) | 0.1 | $3.3M | -42% | 615k | 5.43 |
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| Automatic Data Processing (ADP) | 0.1 | $3.1M | -39% | 16k | 203.18 |
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| Linde (LIN) | 0.1 | $3.1M | -24% | 6.2k | 495.76 |
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| Abbvie (ABBV) | 0.1 | $3.1M | -21% | 14k | 217.49 |
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| Kinsale Cap Group (KNSL) | 0.1 | $3.1M | NEW | 9.0k | 341.66 |
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| Deere & Company (DE) | 0.1 | $3.0M | 5.3k | 563.30 |
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| Globe Life (GL) | 0.1 | $2.9M | 21k | 139.17 |
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| Ishares S&p 500 Index Fund Emf (IVV) | 0.1 | $2.9M | 4.4k | 653.21 |
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| Marriott International (MAR) | 0.1 | $2.5M | NEW | 7.7k | 327.07 |
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| Pfizer (PFE) | 0.1 | $2.5M | 88k | 28.08 |
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| TJX Companies (TJX) | 0.0 | $2.2M | 14k | 159.70 |
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| NVIDIA Corporation (NVDA) | 0.0 | $2.1M | 12k | 174.40 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $2.1M | 11k | 192.90 |
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| General Electric (GE) | 0.0 | $2.1M | 7.3k | 283.77 |
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| Ge Vernova (GEV) | 0.0 | $1.9M | +13% | 2.2k | 872.90 |
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| Capital World Growth & Com Mius (CWGIX) | 0.0 | $1.8M | 26k | 70.37 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $1.8M | 5.4k | 337.95 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $1.7M | 18k | 99.10 |
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| U.S. Bancorp (USB) | 0.0 | $1.7M | +383% | 32k | 52.01 |
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| Coca-Cola Company (KO) | 0.0 | $1.6M | +18% | 22k | 76.05 |
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| Advanced Drain Sys Inc Del (WMS) | 0.0 | $1.6M | +11% | 12k | 137.13 |
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| Loar Holdings (LOAR) | 0.0 | $1.5M | +440% | 27k | 57.29 |
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| Schlumberger (SLB) | 0.0 | $1.5M | 29k | 51.39 |
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| Vanguard Index Fds S&p 500 Etf Emf (VOO) | 0.0 | $1.4M | -7% | 2.3k | 597.55 |
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| Nextera Energy (NEE) | 0.0 | $1.4M | 15k | 92.88 |
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| Fastenal Company (FAST) | 0.0 | $1.3M | 29k | 46.40 |
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| Public Service Enterprise (PEG) | 0.0 | $1.3M | 16k | 80.95 |
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| Altria (MO) | 0.0 | $1.2M | 19k | 65.99 |
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| Edwards Lifesciences (EW) | 0.0 | $1.2M | 15k | 80.08 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.2M | 13k | 93.00 |
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| Facebook Inc cl a (META) | 0.0 | $1.2M | 2.0k | 572.13 |
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| Dominion Resources (D) | 0.0 | $1.2M | 19k | 61.82 |
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| PNC Financial Services (PNC) | 0.0 | $1.1M | 5.3k | 208.09 |
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| Goldman Sachs (GS) | 0.0 | $1.0M | +348% | 1.2k | 845.99 |
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| State Street Spdr S&p 500 Etf Emf (SPY) | 0.0 | $978k | 1.5k | 650.34 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $956k | 1.9k | 491.53 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $914k | -68% | 7.7k | 118.63 |
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| Kraft Heinz (KHC) | 0.0 | $900k | +33% | 40k | 22.49 |
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| Morgan Stanley (MS) | 0.0 | $823k | -18% | 5.0k | 164.57 |
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| Mettler-Toledo International (MTD) | 0.0 | $807k | 640.00 | 1261.20 |
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| Valero Energy Corporation (VLO) | 0.0 | $801k | NEW | 3.2k | 247.08 |
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| Vaneck Vectors Etf Tr Jr Gold Ifus (GDXJ) | 0.0 | $732k | 6.1k | 120.04 |
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| EOG Resources (EOG) | 0.0 | $708k | 4.9k | 144.57 |
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| Bel Fuse (BELFB) | 0.0 | $693k | 3.5k | 197.98 |
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| Comcast Corporation (CMCSA) | 0.0 | $652k | -26% | 23k | 28.71 |
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| Permanent Portfolio Fd Perm Po MF (PRPFX) | 0.0 | $636k | NEW | 8.1k | 78.41 |
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| Growth Fd Amer Cl A Mius (AGTHX) | 0.0 | $604k | 8.2k | 73.97 |
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| Carrier Global Corporation (CARR) | 0.0 | $585k | 10k | 56.31 |
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| Perpetua Resources (PPTA) | 0.0 | $582k | 21k | 28.12 |
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| Colgate-Palmolive Company (CL) | 0.0 | $554k | NEW | 6.5k | 85.23 |
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| Tractor Supply Company (TSCO) | 0.0 | $543k | 12k | 45.30 |
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| Paychex (PAYX) | 0.0 | $529k | +43% | 5.7k | 92.12 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $505k | 1.7k | 297.23 |
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| Intuit (INTU) | 0.0 | $500k | NEW | 1.2k | 432.38 |
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| Trane Technologies (TT) | 0.0 | $497k | 1.2k | 416.74 |
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| Vanguard Index Fds 500index Ad MF (VFIAX) | 0.0 | $481k | 799.00 | 602.29 |
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| ConocoPhillips (COP) | 0.0 | $473k | 3.6k | 132.00 |
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| Waste Management (WM) | 0.0 | $471k | 2.0k | 229.79 |
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| Capital One Financial (COF) | 0.0 | $465k | 2.5k | 182.43 |
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| Commerce Bancshares (CBSH) | 0.0 | $449k | 9.1k | 49.20 |
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| Fiserv (FISV) | 0.0 | $444k | -80% | 8.0k | 55.80 |
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| Lamar Advertising Co-a (LAMR) | 0.0 | $443k | -30% | 3.5k | 126.66 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $440k | 299.00 | 1472.41 |
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| Toast (TOST) | 0.0 | $438k | -20% | 17k | 26.51 |
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| Allstate Corporation (ALL) | 0.0 | $438k | 2.1k | 207.34 |
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| Walt Disney Company (DIS) | 0.0 | $436k | 4.5k | 96.38 |
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| International Business Machines (IBM) | 0.0 | $412k | 1.7k | 242.34 |
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| Liberty Media Corp Del (FWONA) | 0.0 | $399k | 5.1k | 78.08 |
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| Cbre Group Inc Cl A (CBRE) | 0.0 | $396k | 2.9k | 135.46 |
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| IDEXX Laboratories (IDXX) | 0.0 | $393k | -20% | 700.00 | 561.89 |
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| Danaher Corporation (DHR) | 0.0 | $378k | -76% | 2.0k | 189.60 |
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| McDonald's Corporation (MCD) | 0.0 | $375k | 1.2k | 310.79 |
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| State Street Spdr S&p Divid Et Emf (SDY) | 0.0 | $362k | 2.5k | 145.94 |
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| Jpmorgan Chase And Co 6 Dep Nc PFD (JPM.PC) | 0.0 | $355k | 14k | 24.81 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $353k | 4.6k | 77.08 |
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| Baxter International (BAX) | 0.0 | $351k | 21k | 16.80 |
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| Ligand Pharmaceuticals In (LGND) | 0.0 | $338k | NEW | 1.7k | 199.65 |
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| Tesla Motors (TSLA) | 0.0 | $335k | -10% | 900.00 | 371.75 |
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| Southern Company (SO) | 0.0 | $328k | 3.4k | 96.52 |
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| S&p Global (SPGI) | 0.0 | $325k | 765.00 | 425.34 |
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| City Holding Company (CHCO) | 0.0 | $312k | 2.6k | 119.52 |
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| Air Products & Chemicals (APD) | 0.0 | $309k | NEW | 1.1k | 290.49 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $306k | 3.6k | 85.02 |
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| Wells Fargo & Company (WFC) | 0.0 | $293k | 3.7k | 79.61 |
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| Central Securities (CET) | 0.0 | $291k | 5.9k | 49.66 |
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| AllianceBernstein Holding (AB) | 0.0 | $287k | 7.7k | 37.44 |
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| Chubb (CB) | 0.0 | $286k | 878.00 | 325.93 |
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| Jacobs Engineering Group (J) | 0.0 | $284k | 2.2k | 127.28 |
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| Webster Financial Corporation (WBS) | 0.0 | $284k | 4.1k | 69.42 |
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| Schwab Strategic Tr Us Mid-cap Emf (SCHM) | 0.0 | $284k | 9.2k | 30.96 |
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| Micron Technology (MU) | 0.0 | $282k | 835.00 | 337.84 |
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| Cummins (CMI) | 0.0 | $280k | 520.00 | 538.02 |
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| Schwab Strategic Tr Us Lcap Va Emf (SCHV) | 0.0 | $279k | 9.1k | 30.50 |
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| Yum! Brands (YUM) | 0.0 | $274k | 1.8k | 155.48 |
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| Asml Holding (ASML) | 0.0 | $263k | NEW | 199.00 | 1320.83 |
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| Kratos Defense & Security Solutions (KTOS) | 0.0 | $262k | NEW | 3.7k | 70.51 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $261k | 2.2k | 118.21 |
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| Accenture (ACN) | 0.0 | $252k | -12% | 1.3k | 198.29 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $238k | 1.2k | 194.14 |
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| Anthem (ELV) | 0.0 | $235k | -15% | 801.00 | 292.75 |
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| Ishares Tr Iboxx Hi Yd Etf Fius (HYG) | 0.0 | $223k | 2.8k | 79.56 |
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| Intel Corporation (INTC) | 0.0 | $221k | -16% | 5.0k | 44.13 |
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| Amgen (AMGN) | 0.0 | $220k | -87% | 624.00 | 351.85 |
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| Vanguard Small-cap Vipers Emf (VB) | 0.0 | $217k | -10% | 830.00 | 261.92 |
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| ONEX Corporation (ONEXF) | 0.0 | $214k | +15% | 2.9k | 72.82 |
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| Kinder Morgan (KMI) | 0.0 | $203k | NEW | 6.1k | 33.53 |
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| Wesdome Gold Mines (WDOFF) | 0.0 | $194k | 11k | 17.82 |
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| Ferroglobe (GSM) | 0.0 | $166k | 40k | 4.12 |
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| I-80 Gold Corp (IAUX) | 0.0 | $152k | NEW | 100k | 1.52 |
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| Viatris (VTRS) | 0.0 | $144k | 11k | 13.51 |
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| Bodycote (BYPLF) | 0.0 | $139k | 17k | 8.18 |
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| San Juan Basin Royalty Trust (SJT) | 0.0 | $75k | 16k | 4.81 |
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| Transocean (RIG) | 0.0 | $71k | 11k | 6.63 |
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| Verrica Pharmaceuticals (VRCA) | 0.0 | $64k | 12k | 5.29 |
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| Blackberry (BB) | 0.0 | $59k | 18k | 3.24 |
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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 2026 Q1 filed May 12, 2026
- 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