Mayar Capital as of June 30, 2025
Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 19.9 | $11M | 107k | 100.94 | |
| Johnson & Johnson (JNJ) | 18.3 | $10M | 65k | 152.75 | |
| Solventum Corp (SOLV) | 14.9 | $8.1M | 107k | 75.84 | |
| Alphabet Inc Class C cs (GOOG) | 10.8 | $5.9M | 33k | 177.39 | |
| Kenvue (KVUE) | 9.2 | $5.0M | 240k | 20.93 | |
| Nike (NKE) | 7.6 | $4.2M | 59k | 71.04 | |
| Paypal Holdings (PYPL) | 6.2 | $3.4M | 45k | 74.32 | |
| Labcorp Holdings (LH) | 4.0 | $2.2M | 8.3k | 262.51 | |
| Bright Horizons Fam Sol In D (BFAM) | 3.5 | $1.9M | 16k | 123.59 | |
| MasterCard Incorporated (MA) | 1.9 | $1.0M | 1.8k | 561.94 | |
| Visa (V) | 1.9 | $1.0M | 2.9k | 355.05 | |
| Berkshire Hathaway (BRK.B) | 1.8 | $990k | 2.0k | 485.77 |
