Farley Capital as of Sept. 30, 2025
Portfolio Holdings for Farley Capital
Farley Capital holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Cl A (MA) | 27.1 | $38M | 66k | 568.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 23.9 | $33M | 136k | 243.55 | |
| Microsoft Corporation (MSFT) | 15.8 | $22M | 42k | 517.95 | |
| First Solar (FSLR) | 6.1 | $8.4M | 38k | 220.53 | |
| Meta Platforms Cl A (META) | 5.7 | $7.9M | 11k | 734.38 | |
| Ishares Tr Call | 4.4 | $6.1M | 148k | 41.14 | |
| Adtalem Global Ed (ATGE) | 4.1 | $5.7M | 37k | 154.45 | |
| Ishares Tr Msci China Etf (MCHI) | 2.8 | $3.9M | 59k | 65.85 | |
| CarMax (KMX) | 2.3 | $3.3M | 73k | 44.87 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $3.0M | 12k | 243.10 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $2.3M | 13k | 178.73 | |
| Expedia Group Com New (EXPE) | 1.1 | $1.5M | 7.1k | 213.75 | |
| Berkshire Hathaway Inc Del CL B (BRK.B) | 1.1 | $1.5M | 2.9k | 502.74 | |
| Sony Group Corp Sponsored Ads (SONY) | 0.7 | $931k | 32k | 28.79 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $754k | 1.00 | 754200.00 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $537k | 11k | 47.25 | |
| Blue Foundry Bancorp (BLFY) | 0.1 | $102k | 11k | 9.09 |
