Farley Capital as of Dec. 31, 2025
Portfolio Holdings for Farley Capital
Farley Capital holds 17 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 |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 29.8 | $40M | 128k | 313.80 | |
| Mastercard Cl A (MA) | 25.7 | $35M | 61k | 570.88 | |
| Microsoft Corporation (MSFT) | 14.6 | $20M | 41k | 483.62 | |
| First Solar (FSLR) | 9.1 | $12M | 47k | 261.23 | |
| Meta Platforms Cl A (META) | 5.1 | $6.8M | 10k | 660.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $4.1M | 13k | 313.00 | |
| Adtalem Global Ed (ATGE) | 2.9 | $3.9M | 37k | 103.47 | |
| CarMax (KMX) | 2.4 | $3.3M | 85k | 38.64 | |
| Ishares Tr Call | 2.1 | $2.8M | 74k | 38.29 | |
| Ishares Tr Msci China Etf (MCHI) | 1.5 | $2.1M | 34k | 60.07 | |
| Berkshire Hathaway Inc Del CL B (BRK.B) | 1.1 | $1.5M | 2.9k | 502.65 | |
| Expedia Group Com New (EXPE) | 0.9 | $1.2M | 4.4k | 283.31 | |
| Sony Group Corp Sponsored Ads (SONY) | 0.6 | $828k | 32k | 25.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $755k | 1.00 | 754800.00 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $287k | 7.0k | 41.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $233k | 1.6k | 146.58 | |
| Blue Foundry Bancorp (BLFY) | 0.1 | $140k | 11k | 12.43 |
