Beck Mack & Oliver

Beck Mack & Oliver as of Dec. 31, 2025

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