Beck Mack & Oliver

Beck Mack & Oliver as of March 31, 2026

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
Alphabet Inc Class C cs (GOOG) 5.4 $264M 921k 286.86
Blackstone Group Inc Com Cl A (BX) 5.4 $260M 2.3M 114.99
Arthur J. Gallagher & Co. (AJG) 4.7 $230M 1.1M 216.58
Sunbelt Rentals Holdings (SUNB) 4.5 $220M 3.4M 65.09
Microsoft Corporation (MSFT) 4.2 $206M 556k 370.17
Ferguson (FERG) 4.0 $194M 833k 233.26
Charles Schwab Corporation (SCHW) 4.0 $192M 2.0M 93.98
Tempur-Pedic International (SGI) 3.7 $178M 2.4M 73.92
RadNet (RDNT) 3.6 $177M 3.2M 55.89
Labcorp Holdings (LH) 3.4 $165M 617k 266.81
Zurn Water Solutions Corp Zws (ZWS) 3.2 $157M 3.5M 44.84
Credit Acceptance (CACC) 2.7 $131M 309k 423.46
Waters Corporation (WAT) 2.7 $129M 432k 297.80
American Express Company (AXP) 2.5 $123M 408k 302.48
Hilton Worldwide Holdings (HLT) 2.5 $120M 395k 304.08
CoStar (CSGP) 2.4 $118M 2.9M 40.34
JPMorgan Chase & Co. (JPM) 2.4 $114M 388k 294.16
Abbott Laboratories (ABT) 2.0 $96M 935k 102.67
Matador Resources (MTDR) 1.8 $86M 1.4M 63.18
Globalstar (GSAT) 1.5 $74M 1.1M 66.42
Alphabet Inc Class A cs (GOOGL) 1.4 $70M 243k 287.56
Rush Enterprises (RUSHA) 1.3 $63M 958k 66.11
Roper Industries (ROP) 1.2 $58M 163k 353.86
Wabtec Corporation (WAB) 1.2 $57M 229k 249.91
Johnson & Johnson (JNJ) 1.1 $52M 214k 244.44
Jefferies Finl Group (JEF) 1.0 $51M 1.2M 41.27
MasterCard Incorporated (MA) 1.0 $48M 96k 499.66
Blue Owl Capital (OWL) 1.0 $48M 5.3M 9.13
Amazon (AMZN) 1.0 $48M 228k 208.27
Berkshire Hathaway (BRK.B) 0.9 $43M 89k 479.20
Qualcomm (QCOM) 0.9 $43M 330k 128.78
Markel Corporation (MKL) 0.8 $38M 20k 1914.07
Wal-Mart Stores (WMT) 0.7 $36M 289k 124.28
Warner Bros. Discovery (WBD) 0.7 $33M 1.2M 27.46
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $33M 804k 40.47
Teva Pharmaceutical Industries (TEVA) 0.7 $32M 1.1M 30.12
Enterprise Products Partners (EPD) 0.6 $31M 817k 37.84
Williams Companies (WMB) 0.6 $31M 424k 72.78
Union Pacific Corporation (UNP) 0.6 $31M 127k 242.62
Apple (AAPL) 0.6 $30M 117k 253.79
Lowe's Companies (LOW) 0.6 $29M 122k 236.28
Hubbell (HUBB) 0.5 $24M 49k 490.74
Enbridge (ENB) 0.4 $17M 320k 54.14
Duke Energy (DUK) 0.3 $16M 125k 130.94
Alcon (ALC) 0.3 $16M 209k 75.35
Nutrien (NTR) 0.3 $14M 181k 75.46
Ares Management Corporation cl a com stk (ARES) 0.3 $13M 118k 109.10
SYSCO Corporation (SYY) 0.3 $13M 180k 71.33
Park Aerospace Corp. Cmn Pke (PKE) 0.2 $12M 423k 27.38
Verizon Communications (VZ) 0.2 $11M 226k 50.20
Smith Douglas Homes Corp Cl A (SDHC) 0.2 $11M 851k 12.80
Merck & Co (MRK) 0.2 $11M 90k 120.29
Costco Wholesale Corporation (COST) 0.2 $11M 11k 996.39
FedEx Corporation (FDX) 0.2 $9.6M 27k 356.18
Brp Group (BWIN) 0.2 $9.4M 427k 21.94
Fortrea Hldgs (FTRE) 0.2 $8.9M 948k 9.42
Sherwin-Williams Company (SHW) 0.2 $8.5M 26k 320.55
Dover Corporation (DOV) 0.2 $8.2M 39k 208.45
Procter & Gamble Company (PG) 0.2 $8.0M 55k 144.44
Exxon Mobil Corporation (XOM) 0.2 $7.7M 46k 169.66
1stdibs (DIBS) 0.1 $7.1M 1.3M 5.50
Crimson Wine (CWGL) 0.1 $6.7M 1.5M 4.41
Home Depot (HD) 0.1 $6.4M 19k 328.89
Cooper Cos (COO) 0.1 $5.4M 75k 71.50
Spdr Gold Trust Emf (GLD) 0.1 $4.9M 11k 430.29
Axis Capital Holdings (AXS) 0.1 $4.8M 48k 101.41
Progressive Corporation (PGR) 0.1 $4.8M 24k 198.24
Visa (V) 0.1 $4.7M 16k 302.23
Kimberly-Clark Corporation (KMB) 0.1 $4.2M 43k 96.47
Rocket Cos (RKT) 0.1 $4.1M 285k 14.25
Brookfield Asset Management (BAM) 0.1 $4.0M 90k 44.45
Kkr & Co (KKR) 0.1 $4.0M 43k 92.50
Armstrong World Industries (AWI) 0.1 $3.7M 23k 164.80
Chevron Corporation (CVX) 0.1 $3.7M 18k 206.90
Pepsi (PEP) 0.1 $3.6M 23k 155.29
Vitesse Energy (VTS) 0.1 $3.6M 198k 18.16
M&T Bank Corporation (MTB) 0.1 $3.4M 16k 206.72
Townsquare Media Inc cl a (TSQ) 0.1 $3.3M 615k 5.43
Automatic Data Processing (ADP) 0.1 $3.1M 16k 203.18
Linde (LIN) 0.1 $3.1M 6.2k 495.76
Abbvie (ABBV) 0.1 $3.1M 14k 217.49
Kinsale Cap Group (KNSL) 0.1 $3.1M 9.0k 341.66
Deere & Company (DE) 0.1 $3.0M 5.3k 563.30
Globe Life (GL) 0.1 $2.9M 21k 139.17
Ishares S&p 500 Index Fund Emf (IVV) 0.1 $2.9M 4.4k 653.21
Marriott International (MAR) 0.1 $2.5M 7.7k 327.07
Pfizer (PFE) 0.1 $2.5M 88k 28.08
TJX Companies (TJX) 0.0 $2.2M 14k 159.70
NVIDIA Corporation (NVDA) 0.0 $2.1M 12k 174.40
Raytheon Technologies Corp (RTX) 0.0 $2.1M 11k 192.90
General Electric (GE) 0.0 $2.1M 7.3k 283.77
Ge Vernova (GEV) 0.0 $1.9M 2.2k 872.90
Capital World Growth & Com Mius (CWGIX) 0.0 $1.8M 26k 70.37
Taiwan Semiconductor Mfg (TSM) 0.0 $1.8M 5.4k 337.95
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $1.7M 18k 99.10
U.S. Bancorp (USB) 0.0 $1.7M 32k 52.01
Coca-Cola Company (KO) 0.0 $1.6M 22k 76.05
Advanced Drain Sys Inc Del (WMS) 0.0 $1.6M 12k 137.13
Loar Holdings (LOAR) 0.0 $1.5M 27k 57.29
Schlumberger (SLB) 0.0 $1.5M 29k 51.39
Vanguard Index Fds S&p 500 Etf Emf (VOO) 0.0 $1.4M 2.3k 597.55
Nextera Energy (NEE) 0.0 $1.4M 15k 92.88
Fastenal Company (FAST) 0.0 $1.3M 29k 46.40
Public Service Enterprise (PEG) 0.0 $1.3M 16k 80.95
Altria (MO) 0.0 $1.2M 19k 65.99
Edwards Lifesciences (EW) 0.0 $1.2M 15k 80.08
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $1.2M 13k 93.00
Facebook Inc cl a (META) 0.0 $1.2M 2.0k 572.13
Dominion Resources (D) 0.0 $1.2M 19k 61.82
PNC Financial Services (PNC) 0.0 $1.1M 5.3k 208.09
Goldman Sachs (GS) 0.0 $1.0M 1.2k 845.99
State Street Spdr S&p 500 Etf Emf (SPY) 0.0 $978k 1.5k 650.34
Thermo Fisher Scientific (TMO) 0.0 $956k 1.9k 491.53
Bank of New York Mellon Corporation (BK) 0.0 $914k 7.7k 118.63
Kraft Heinz (KHC) 0.0 $900k 40k 22.49
Morgan Stanley (MS) 0.0 $823k 5.0k 164.57
Mettler-Toledo International (MTD) 0.0 $807k 640.00 1261.20
Valero Energy Corporation (VLO) 0.0 $801k 3.2k 247.08
Vaneck Vectors Etf Tr Jr Gold Ifus (GDXJ) 0.0 $732k 6.1k 120.04
EOG Resources (EOG) 0.0 $708k 4.9k 144.57
Bel Fuse (BELFB) 0.0 $693k 3.5k 197.98
Comcast Corporation (CMCSA) 0.0 $652k 23k 28.71
Permanent Portfolio Fd Perm Po MF (PRPFX) 0.0 $636k 8.1k 78.41
Growth Fd Amer Cl A Mius (AGTHX) 0.0 $604k 8.2k 73.97
Carrier Global Corporation (CARR) 0.0 $585k 10k 56.31
Perpetua Resources (PPTA) 0.0 $582k 21k 28.12
Colgate-Palmolive Company (CL) 0.0 $554k 6.5k 85.23
Tractor Supply Company (TSCO) 0.0 $543k 12k 45.30
Paychex (PAYX) 0.0 $529k 5.7k 92.12
Renaissance Re Holdings Ltd Cmn (RNR) 0.0 $505k 1.7k 297.23
Intuit (INTU) 0.0 $500k 1.2k 432.38
Trane Technologies (TT) 0.0 $497k 1.2k 416.74
Vanguard Index Fds 500index Ad MF (VFIAX) 0.0 $481k 799.00 602.29
ConocoPhillips (COP) 0.0 $473k 3.6k 132.00
Waste Management (WM) 0.0 $471k 2.0k 229.79
Capital One Financial (COF) 0.0 $465k 2.5k 182.43
Commerce Bancshares (CBSH) 0.0 $449k 9.1k 49.20
Fiserv (FISV) 0.0 $444k 8.0k 55.80
Lamar Advertising Co-a (LAMR) 0.0 $443k 3.5k 126.66
KLA-Tencor Corporation (KLAC) 0.0 $440k 299.00 1472.41
Toast (TOST) 0.0 $438k 17k 26.51
Allstate Corporation (ALL) 0.0 $438k 2.1k 207.34
Walt Disney Company (DIS) 0.0 $436k 4.5k 96.38
International Business Machines (IBM) 0.0 $412k 1.7k 242.34
Liberty Media Corp Del (FWONA) 0.0 $399k 5.1k 78.08
Cbre Group Inc Cl A (CBRE) 0.0 $396k 2.9k 135.46
IDEXX Laboratories (IDXX) 0.0 $393k 700.00 561.89
Danaher Corporation (DHR) 0.0 $378k 2.0k 189.60
McDonald's Corporation (MCD) 0.0 $375k 1.2k 310.79
State Street Spdr S&p Divid Et Emf (SDY) 0.0 $362k 2.5k 145.94
Jpmorgan Chase And Co 6 Dep Nc PFD (JPM.PC) 0.0 $355k 14k 24.81
Otis Worldwide Corp (OTIS) 0.0 $353k 4.6k 77.08
Baxter International (BAX) 0.0 $351k 21k 16.80
Ligand Pharmaceuticals In (LGND) 0.0 $338k 1.7k 199.65
Tesla Motors (TSLA) 0.0 $335k 900.00 371.75
Southern Company (SO) 0.0 $328k 3.4k 96.52
S&p Global (SPGI) 0.0 $325k 765.00 425.34
City Holding Company (CHCO) 0.0 $312k 2.6k 119.52
Air Products & Chemicals (APD) 0.0 $309k 1.1k 290.49
Liberty Media Corp Del Com Lbty One S C (FWONK) 0.0 $306k 3.6k 85.02
Wells Fargo & Company (WFC) 0.0 $293k 3.7k 79.61
Central Securities (CET) 0.0 $291k 5.9k 49.66
AllianceBernstein Holding (AB) 0.0 $287k 7.7k 37.44
Chubb (CB) 0.0 $286k 878.00 325.93
Jacobs Engineering Group (J) 0.0 $284k 2.2k 127.28
Webster Financial Corporation (WBS) 0.0 $284k 4.1k 69.42
Schwab Strategic Tr Us Mid-cap Emf (SCHM) 0.0 $284k 9.2k 30.96
Micron Technology (MU) 0.0 $282k 835.00 337.84
Cummins (CMI) 0.0 $280k 520.00 538.02
Schwab Strategic Tr Us Lcap Va Emf (SCHV) 0.0 $279k 9.1k 30.50
Yum! Brands (YUM) 0.0 $274k 1.8k 155.48
Asml Holding (ASML) 0.0 $263k 199.00 1320.83
Kratos Defense & Security Solutions (KTOS) 0.0 $262k 3.7k 70.51
Zoetis Inc Cl A (ZTS) 0.0 $261k 2.2k 118.21
Accenture (ACN) 0.0 $252k 1.3k 198.29
Texas Instruments Incorporated (TXN) 0.0 $238k 1.2k 194.14
Anthem (ELV) 0.0 $235k 801.00 292.75
Ishares Tr Iboxx Hi Yd Etf Fius (HYG) 0.0 $223k 2.8k 79.56
Intel Corporation (INTC) 0.0 $221k 5.0k 44.13
Amgen (AMGN) 0.0 $220k 624.00 351.85
Vanguard Small-cap Vipers Emf (VB) 0.0 $217k 830.00 261.92
ONEX Corporation (ONEXF) 0.0 $214k 2.9k 72.82
Kinder Morgan (KMI) 0.0 $203k 6.1k 33.53
Wesdome Gold Mines (WDOFF) 0.0 $194k 11k 17.82
Ferroglobe (GSM) 0.0 $166k 40k 4.12
I-80 Gold Corp (IAUX) 0.0 $152k 100k 1.52
Viatris (VTRS) 0.0 $144k 11k 13.51
Bodycote (BYPLF) 0.0 $139k 17k 8.18
San Juan Basin Royalty Trust (SJT) 0.0 $75k 16k 4.81
Transocean (RIG) 0.0 $71k 11k 6.63
Verrica Pharmaceuticals (VRCA) 0.0 $64k 12k 5.29
Blackberry (BB) 0.0 $59k 18k 3.24
Dundee Energy 0.0 $0 10k 0.00
Manitok Energy (MKRYF) 0.0 $0 25k 0.00