Mayar Capital as of Sept. 30, 2025
Portfolio Holdings for Mayar Capital
Mayar Capital holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Johnson & Johnson (JNJ) | 18.9 | $12M | 65k | 185.42 | |
| United Parcel Service (UPS) | 14.0 | $8.9M | 107k | 83.53 | |
| Alphabet Inc Class C cs (GOOG) | 12.6 | $8.1M | 33k | 243.55 | |
| Solventum Corp (SOLV) | 12.2 | $7.8M | 107k | 73.00 | |
| Kenvue (KVUE) | 11.8 | $7.5M | 465k | 16.23 | |
| Bright Horizons Fam Sol In D (BFAM) | 7.9 | $5.1M | 47k | 108.57 | |
| Paypal Holdings (PYPL) | 7.7 | $4.9M | 73k | 67.06 | |
| Nike (NKE) | 6.4 | $4.1M | 59k | 69.73 | |
| Labcorp Holdings (LH) | 3.7 | $2.4M | 8.3k | 287.06 | |
| MasterCard Incorporated (MA) | 1.6 | $1.0M | 1.8k | 568.81 | |
| Berkshire Hathaway (BRK.B) | 1.6 | $1.0M | 2.0k | 502.74 | |
| Visa (V) | 1.5 | $983k | 2.9k | 341.38 |
