Mayar Capital as of Sept. 30, 2024
Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 15.7 | $16M | 119k | 136.34 | |
| Alphabet Inc Class C cs (GOOG) | 12.7 | $13M | 78k | 167.19 | |
| Paypal Holdings (PYPL) | 12.1 | $13M | 160k | 78.03 | |
| Johnson & Johnson (JNJ) | 11.3 | $12M | 72k | 162.06 | |
| Electronic Arts (EA) | 11.2 | $12M | 81k | 143.44 | |
| Bright Horizons Fam Sol In D (BFAM) | 9.3 | $9.6M | 68k | 140.13 | |
| Visa (V) | 9.3 | $9.5M | 35k | 274.95 | |
| Kenvue (KVUE) | 6.8 | $7.0M | 301k | 23.13 | |
| MasterCard Incorporated (MA) | 5.9 | $6.0M | 12k | 493.80 | |
| Labcorp Holdings (LH) | 4.1 | $4.2M | 19k | 223.48 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $938k | 2.0k | 460.26 | |
| Solventum Corp (SOLV) | 0.7 | $736k | 11k | 69.72 |
