Inkwell Capital as of June 30, 2026
Portfolio Holdings for Inkwell Capital
Inkwell Capital holds 31 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.3 | $7.0M | 14k | 500.39 | |
| Markel Corporation (MKL) | 5.2 | $5.0M | 2.6k | 1953.01 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP) | 5.2 | $5.0M | 24k | 212.77 | |
| Alphabet Inc Class A cs (GOOGL) | 4.8 | $4.6M | 13k | 357.37 | |
| Dollar General (DG) | 4.7 | $4.5M | 39k | 115.11 | |
| MasterCard Incorporated (MA) | 4.0 | $3.9M | 7.5k | 513.60 | |
| Exxon Mobil Corporation (XOM) | 4.0 | $3.9M | 28k | 136.72 | |
| Norfolk Southern (NSC) | 3.8 | $3.7M | 12k | 314.59 | |
| Progressive Corporation (PGR) | 3.6 | $3.4M | 16k | 218.45 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $3.4M | 37k | 92.27 | |
| Amazon (AMZN) | 3.5 | $3.3M | 14k | 238.34 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.5 | $3.3M | 46k | 72.51 | |
| Walt Disney Company (DIS) | 3.5 | $3.3M | 35k | 96.25 | |
| Hershey Company (HSY) | 3.3 | $3.2M | 18k | 175.45 | |
| Apple (AAPL) | 3.3 | $3.1M | 11k | 289.36 | |
| Moody's Corporation (MCO) | 3.1 | $3.0M | 6.6k | 452.92 | |
| UnitedHealth (UNH) | 2.9 | $2.8M | 6.8k | 415.63 | |
| U Haul Holding Company Ser N (UHAL.B) | 2.9 | $2.8M | 49k | 57.70 | |
| Hca Holdings (HCA) | 2.8 | $2.7M | 6.9k | 389.89 | |
| Occidental Petroleum Corporation (OXY) | 2.8 | $2.7M | 55k | 48.57 | |
| Facebook Inc cl a (META) | 2.6 | $2.5M | 4.5k | 563.29 | |
| Vanguard Star Fds Vg Tl Intl Stk F Etf (VXUS) | 2.6 | $2.5M | 29k | 85.49 | |
| Domino's Pizza (DPZ) | 2.5 | $2.4M | 8.1k | 296.04 | |
| Ishares Tr Core Msci Eafe Etf (IEFA) | 2.5 | $2.4M | 25k | 96.58 | |
| American Express Company (AXP) | 2.3 | $2.2M | 6.4k | 338.25 | |
| Starbucks Corporation (SBUX) | 2.1 | $2.0M | 20k | 102.19 | |
| Builders FirstSource (BLDR) | 2.1 | $2.0M | 23k | 89.48 | |
| Nike (NKE) | 2.0 | $2.0M | 48k | 41.05 | |
| Microsoft Corporation (MSFT) | 2.0 | $1.9M | 5.2k | 373.02 | |
| Anthem (ELV) | 1.3 | $1.3M | 3.3k | 386.73 | |
| Wells Fargo Co New Perp Pfd Cnv A PFD (WFC.PL) | 0.3 | $253k | 219.00 | 1157.00 |
