Mayar Capital as of March 31, 2025
Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 20.8 | $12M | 107k | 109.99 | |
| Johnson & Johnson (JNJ) | 19.1 | $11M | 65k | 165.84 | |
| Solventum Corp (SOLV) | 11.7 | $6.6M | 87k | 76.04 | |
| Kenvue (KVUE) | 11.6 | $6.5M | 273k | 23.98 | |
| Alphabet Inc Class C cs (GOOG) | 9.2 | $5.2M | 33k | 156.23 | |
| Bright Horizons Fam Sol In D (BFAM) | 6.9 | $3.9M | 31k | 127.04 | |
| Paypal Holdings (PYPL) | 5.1 | $2.9M | 45k | 65.25 | |
| Visa (V) | 3.6 | $2.0M | 5.8k | 350.46 | |
| MasterCard Incorporated (MA) | 3.4 | $1.9M | 3.5k | 548.12 | |
| Labcorp Holdings (LH) | 3.4 | $1.9M | 8.1k | 232.74 | |
| Nike (NKE) | 3.3 | $1.9M | 30k | 63.48 | |
| Berkshire Hathaway (BRK.B) | 1.9 | $1.1M | 2.0k | 532.58 |
