Bull Street Advisors, LLC

13F filer · CIK 0001790837

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$219MU.S. long equity reported on 13F

Positions801 new · 1 closed

Net flow last quarter+$206KBuys minus sells

Top 10 positions weight36.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202680 positions
JNJJohnson & Johnson	$11.5M	5.27%	0.00%	-1.6%	Q3 2019
AAPLApple Inc.	$11.1M	5.05%	0.00%	+3.9%	Q3 2019
TJXTJX Companies Inc	$10.4M	4.76%	0.01%	-1.6%	Q3 2019
KOCoca Cola Co	$8.27M	3.77%	0.00%	-1.2%	Q3 2019
COSTCostco Wholesale Corp	$7.4M	3.38%	0.00%	+2.4%	Q3 2019
BSVNBank7 Corp.	$7.09M	3.24%	0.96%	-3.1%	Q3 2019
MSFTMicrosoft Corp	$6.6M	3.01%	0.00%	+4.4%	Q3 2019
HDHome Depot, Inc.	$5.83M	2.66%	0.00%	-1.8%	Q3 2019
JPMJPMorgan Chase & Co	$5.42M	2.48%	0.00%	+0.5%	Q3 2019
XOMExxonMobil Holdings Corp	$5.17M	2.36%	0.00%	+0.9%	Q3 2019
BRK.BBerkshire Hathaway Inc	$4.98M	2.27%	Not reported	+2.2%	Q3 2019
AMGNAmgen Inc	$4.7M	2.15%	0.00%	+0.2%	Q3 2019
CSCOCisco Systems, Inc.	$4.38M	2.00%	0.00%	+0.3%	Q3 2019
GOOGLAlphabet Inc.	$4.09M	1.87%	0.00%	-12.5%	Q3 2019
DHRDanaher Corp	$3.85M	1.76%	0.00%	-1.5%	Q3 2019
GOOGAlphabet Inc.	$3.63M	1.66%	Not reported	-1.4%	Q3 2019
AXPAmerican Express Co	$3.61M	1.65%	0.00%	Not reported	Q3 2019
SYYSysco Corp	$3.56M	1.62%	0.01%	-5.3%	Q3 2019
RTXRTX Corp	$3.35M	1.53%	0.00%	+1.1%	Q2 2020
PGPROCTER & GAMBLE Co	$3.31M	1.51%	0.00%	-3.0%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$3.27M	1.49%	Not reported	-0.2%	Q3 2019
PEPPepsico Inc	$3.08M	1.41%	0.00%	+2.3%	Q3 2019
CVXChevron Corp	$2.98M	1.36%	0.00%	Not reported	Q3 2019
NUENucor Corp	$2.58M	1.18%	0.01%	-1.1%	Q3 2019
MDLZMondelez International, Inc.	$2.56M	1.17%	0.00%	+0.7%	Q3 2019
EMREmerson Electric Co	$2.51M	1.15%	0.00%	Not reported	Q3 2019
ADPAutomatic Data Processing Inc	$2.51M	1.15%	0.00%	-11.9%	Q3 2019
RSGRepublic Services, Inc.	$2.35M	1.07%	0.00%	-0.2%	Q3 2019
DISWalt Disney Co	$2.33M	1.06%	0.00%	-0.2%	Q3 2019
ELVElevance Health, Inc.	$2.08M	0.95%	0.00%	-2.2%	Q3 2019
DUKDuke Energy CORP	$2.07M	0.94%	0.00%	+12.0%	Q3 2019
DDominion Energy, Inc	$1.93M	0.88%	0.00%	+7.6%	Q3 2019
MRKMerck & Co., Inc.	$1.82M	0.83%	0.00%	+0.4%	Q3 2019
HNVRHanover Bancorp, Inc.	$1.79M	0.82%	1.09%	New	Q2 2026
UNPUnion Pacific Corp	$1.66M	0.76%	0.00%	Not reported	Q3 2019
USBUS Bancorp \de\	$1.61M	0.73%	0.00%	Not reported	Q3 2019
HONHoneywell International Inc	$1.55M	0.71%	0.00%	+0.1%	Q3 2019
HONAHoneywell Aerospace Inc.	$1.52M	0.70%	Not reported	-0.1%	Q2 2026
MSMorgan Stanley	$1.5M	0.68%	0.00%	-0.2%	Q3 2019
CPTCamden Property Trust	$1.45M	0.66%	0.01%	Not reported	Q3 2019
PSXPhillips 66	$1.27M	0.58%	0.00%	Not reported	Q3 2019
PFEPfizer Inc	$1.22M	0.56%	0.00%	-2.4%	Q3 2019
SYKStryker Corp	$1.2M	0.55%	0.00%	Not reported	Q3 2019
ABTAbbott Laboratories	$1.13M	0.51%	0.00%	-5.5%	Q3 2019
COPConocophillips	$1.1M	0.50%	0.00%	-0.5%	Q3 2019
CBChubb Ltd	$1.02M	0.47%	0.00%	Not reported	Q3 2019
AVBCAvidia Bancorp, Inc.	$1.02M	0.47%	0.03%	Not reported	Q3 2019
PWPPerella Weinberg Partners	$1.01M	0.46%	Not reported	Not reported	Q1 2026
FTVFortive Corp	$990K	0.45%	0.01%	-7.2%	Q3 2019
CMCSAComcast Corp	$981K	0.45%	0.00%	-8.4%	Q3 2019

Q1 2026Reported Apr 24, 202679 positions
JNJJohnson & Johnson	$11.3M	5.59%	0.00%	-3.5%	Q3 2019
AAPLApple Inc.	$9.34M	4.63%	0.00%	-0.7%	Q3 2019
KOCoca Cola Co	$7.83M	3.88%	0.00%	-0.4%	Q3 2019
COSTCostco Wholesale Corp	$7.71M	3.82%	0.00%	-0.7%	Q3 2019
BSVNBank7 Corp.	$7.37M	3.65%	0.99%	-12.1%	Q3 2019
XOMExxonMobil Holdings Corp	$6.36M	3.15%	0.00%	-0.1%	Q3 2019
MSFTMicrosoft Corp	$6.27M	3.11%	0.00%	-1.2%	Q3 2019
HDHome Depot, Inc.	$5.54M	2.74%	0.00%	-1.1%	Q3 2019
JPMJPMorgan Chase & Co	$4.85M	2.40%	0.00%	-1.1%	Q3 2019
BRK.BBerkshire Hathaway Inc	$4.67M	2.31%	Not reported	-0.2%	Q3 2019
AMGNAmgen Inc	$4.56M	2.26%	0.00%	-0.6%	Q3 2019
DHRDanaher Corp	$3.9M	1.93%	0.00%	-0.9%	Q3 2019
GOOGLAlphabet Inc.	$3.76M	1.86%	0.00%	-0.8%	Q3 2019
CVXChevron Corp	$3.72M	1.84%	0.00%	-1.3%	Q3 2019
PEPPepsico Inc	$3.45M	1.71%	0.00%	-0.5%	Q3 2019
RTXRTX Corp	$3.37M	1.67%	0.00%	-1.4%	Q2 2020
PGPROCTER & GAMBLE Co	$3.36M	1.66%	0.00%	-0.4%	Q3 2019
AXPAmerican Express Co	$3.23M	1.60%	0.00%	-1.4%	Q3 2019
SYYSysco Corp	$3.21M	1.59%	0.01%	-1.3%	Q3 2019
HONHoneywell International Inc	$3.12M	1.54%	0.00%	-2.0%	Q3 2019
GOOGAlphabet Inc.	$2.99M	1.48%	Not reported	-1.8%	Q3 2019
CSCOCisco Systems, Inc.	$2.88M	1.43%	0.00%	-1.2%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$2.86M	1.41%	Not reported	-1.1%	Q3 2019
ADPAutomatic Data Processing Inc	$2.58M	1.28%	0.00%	-0.1%	Q3 2019
MDLZMondelez International, Inc.	$2.53M	1.25%	0.00%	+0.4%	Q3 2019
RSGRepublic Services, Inc.	$2.42M	1.20%	0.00%	-0.7%	Q3 2019
DISWalt Disney Co	$2.34M	1.16%	0.00%	-1.3%	Q3 2019
EMREmerson Electric Co	$2.3M	1.14%	0.00%	-1.4%	Q3 2019
NUENucor Corp	$1.98M	0.98%	0.01%	-1.9%	Q3 2019
DUKDuke Energy CORP	$1.91M	0.95%	0.00%	-0.5%	Q3 2019
MRKMerck & Co., Inc.	$1.7M	0.84%	0.00%	Not reported	Q3 2019
DDominion Energy, Inc	$1.62M	0.80%	0.00%	-0.6%	Q3 2019
ELVElevance Health, Inc.	$1.61M	0.80%	0.00%	-3.3%	Q3 2019
FISVFiserv Inc	$1.5M	0.74%	0.01%	-10.0%	Q3 2019
UNPUnion Pacific Corp	$1.48M	0.73%	0.00%	Not reported	Q3 2019
PFEPfizer Inc	$1.45M	0.72%	0.00%	-1.1%	Q3 2019
COPConocophillips	$1.41M	0.70%	0.00%	Not reported	Q3 2019
USBUS Bancorp \de\	$1.38M	0.68%	0.00%	-3.4%	Q3 2019
PSXPhillips 66	$1.37M	0.68%	0.00%	-0.7%	Q3 2019
ABTAbbott Laboratories	$1.35M	0.67%	0.00%	+1.9%	Q3 2019
CMCSAComcast Corp	$1.25M	0.62%	0.00%	+0.5%	Q3 2019
SYKStryker Corp	$1.25M	0.62%	0.00%	-0.3%	Q3 2019
CPTCamden Property Trust	$1.24M	0.61%	0.01%	-0.4%	Q3 2019
MSMorgan Stanley	$1.18M	0.59%	0.00%	-0.7%	Q3 2019
TJXTJX Companies Inc	$1.18M	0.59%	0.01%	-1.3%	Q3 2019
PWPPerella Weinberg Partners	$1.15M	0.57%	Not reported	New	Q1 2026
CBChubb Ltd	$978K	0.48%	0.00%	-0.8%	Q3 2019
FTVFortive Corp	$965K	0.48%	0.01%	-3.8%	Q3 2019
AVBCAvidia Bancorp, Inc.	$884K	0.44%	0.03%	-0.5%	Q3 2019
MUSAMurphy USA Inc.	$879K	0.44%	0.01%	-0.1%	Q4 2019

Q4 2025Reported Jan 28, 202677 positions
TJXTJX Companies Inc	$10.9M	5.06%	0.01%	-0.9%	Q3 2019
AAPLApple Inc.	$10.1M	4.68%	0.00%	-0.9%	Q3 2019
JNJJohnson & Johnson	$9.9M	4.60%	0.00%	Not reported	Q3 2019
BSVNBank7 Corp.	$8.42M	3.91%	1.13%	+0.5%	Q3 2019
MSFTMicrosoft Corp	$8.29M	3.85%	0.00%	-0.3%	Q3 2019
KOCoca Cola Co	$7.23M	3.36%	0.00%	-0.1%	Q3 2019
COSTCostco Wholesale Corp	$6.72M	3.12%	0.00%	-0.4%	Q3 2019
HDHome Depot, Inc.	$5.86M	2.72%	0.00%	-0.4%	Q3 2019
JPMJPMorgan Chase & Co	$5.37M	2.50%	0.00%	-0.9%	Q3 2019
BRK.BBerkshire Hathaway Inc	$4.91M	2.28%	Not reported	-0.7%	Q3 2019
DHRDanaher Corp	$4.75M	2.21%	0.00%	Not reported	Q3 2019
XOMExxonMobil Holdings Corp	$4.52M	2.10%	0.00%	0.0%	Q3 2019
AMGNAmgen Inc	$4.26M	1.98%	0.00%	-0.1%	Q3 2019
GOOGLAlphabet Inc.	$4.13M	1.92%	0.00%	-5.1%	Q3 2019
AXPAmerican Express Co	$4.01M	1.86%	0.00%	-5.3%	Q3 2019
SYYSysco Corp	$3.35M	1.56%	0.01%	-0.1%	Q3 2019
PGPROCTER & GAMBLE Co	$3.35M	1.55%	0.00%	+1.5%	Q3 2019
GOOGAlphabet Inc.	$3.33M	1.55%	Not reported	-2.2%	Q3 2019
ADPAutomatic Data Processing Inc	$3.28M	1.52%	0.00%	-3.1%	Q3 2019
RTXRTX Corp	$3.25M	1.51%	0.00%	-0.3%	Q2 2020
PEPPepsico Inc	$3.21M	1.49%	0.00%	+10.0%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$3.03M	1.41%	Not reported	-1.0%	Q3 2019
CSCOCisco Systems, Inc.	$2.9M	1.35%	0.00%	-0.9%	Q3 2019
DISWalt Disney Co	$2.8M	1.30%	0.00%	-3.8%	Q3 2019
CVXChevron Corp	$2.77M	1.29%	0.00%	+5.1%	Q3 2019
HONHoneywell International Inc	$2.75M	1.28%	0.00%	-0.1%	Q3 2019
EMREmerson Electric Co	$2.36M	1.10%	0.00%	-1.2%	Q3 2019
RSGRepublic Services, Inc.	$2.36M	1.10%	0.00%	Not reported	Q3 2019
MDLZMondelez International, Inc.	$2.35M	1.09%	0.00%	Not reported	Q3 2019
FISVFiserv Inc	$2.01M	0.93%	0.01%	-6.0%	Q3 2019
ELVElevance Health, Inc.	$1.99M	0.93%	0.00%	Not reported	Q3 2019
NUENucor Corp	$1.95M	0.91%	0.01%	-1.6%	Q3 2019
DUKDuke Energy CORP	$1.72M	0.80%	0.00%	Not reported	Q3 2019
ABTAbbott Laboratories	$1.61M	0.75%	0.00%	-0.4%	Q3 2019
DDominion Energy, Inc	$1.55M	0.72%	0.00%	-0.2%	Q3 2019
MRKMerck & Co., Inc.	$1.49M	0.69%	0.00%	Not reported	Q3 2019
USBUS Bancorp \de\	$1.47M	0.68%	0.00%	-0.3%	Q3 2019
UNPUnion Pacific Corp	$1.41M	0.66%	0.00%	Not reported	Q3 2019
CPTCamden Property Trust	$1.4M	0.65%	0.01%	Not reported	Q3 2019
SYKStryker Corp	$1.34M	0.62%	0.00%	-0.8%	Q3 2019
PFEPfizer Inc	$1.3M	0.61%	0.00%	-2.0%	Q3 2019
CMCSAComcast Corp	$1.3M	0.60%	0.00%	-9.4%	Q3 2019
MSMorgan Stanley	$1.28M	0.60%	0.00%	-4.5%	Q3 2019
FTVFortive Corp	$1M	0.47%	0.01%	Not reported	Q3 2019
COPConocophillips	$998K	0.46%	0.00%	Not reported	Q3 2019
AVBCAvidia Bancorp, Inc.	$986K	0.46%	0.03%	Not reported	Q3 2019
PSXPhillips 66	$978K	0.45%	0.00%	-0.4%	Q3 2019
GISGeneral Mills Inc	$946K	0.44%	0.00%	-0.6%	Q3 2019
CBChubb Ltd	$944K	0.44%	0.00%	Not reported	Q3 2019
GSGoldman Sachs Group Inc	$785K	0.36%	0.00%	-6.8%	Q3 2019

Q3 2025Reported Oct 28, 202575 positions
TJXTJX Companies Inc	$10.3M	4.83%	0.01%	-0.1%	Q3 2019
AAPLApple Inc.	$9.53M	4.45%	0.00%	-0.4%	Q3 2019
MSFTMicrosoft Corp	$8.9M	4.16%	0.00%	-0.5%	Q3 2019
JNJJohnson & Johnson	$8.87M	4.14%	0.00%	0.0%	Q3 2019
BSVNBank7 Corp.	$8.39M	3.92%	1.13%	-0.6%	Q3 2019
COSTCostco Wholesale Corp	$7.24M	3.38%	0.00%	-1.0%	Q3 2019
HDHome Depot, Inc.	$6.93M	3.23%	0.00%	Not reported	Q3 2019
KOCoca Cola Co	$6.87M	3.21%	0.00%	Not reported	Q3 2019
JPMJPMorgan Chase & Co	$5.31M	2.48%	0.00%	Not reported	Q3 2019
BRK.BBerkshire Hathaway Inc	$4.94M	2.31%	Not reported	-0.5%	Q3 2019
XOMExxonMobil Holdings Corp	$4.23M	1.98%	0.00%	0.0%	Q3 2019
DHRDanaher Corp	$4.11M	1.92%	0.00%	-1.1%	Q3 2019
FISVFiserv Inc	$4.09M	1.91%	0.01%	-0.1%	Q3 2019
ADPAutomatic Data Processing Inc	$3.86M	1.80%	0.00%	Not reported	Q3 2019
AXPAmerican Express Co	$3.8M	1.77%	0.00%	Not reported	Q3 2019
SYYSysco Corp	$3.75M	1.75%	0.01%	-1.3%	Q3 2019
AMGNAmgen Inc	$3.68M	1.72%	0.00%	0.0%	Q3 2019
PGPROCTER & GAMBLE Co	$3.53M	1.65%	0.00%	+0.1%	Q3 2019
GOOGLAlphabet Inc.	$3.38M	1.58%	0.00%	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$2.99M	1.40%	Not reported	-0.1%	Q3 2019
RTXRTX Corp	$2.97M	1.39%	0.00%	-0.1%	Q2 2020
HONHoneywell International Inc	$2.97M	1.38%	0.00%	0.0%	Q3 2019
DISWalt Disney Co	$2.93M	1.37%	0.00%	-1.7%	Q3 2019
PEPPepsico Inc	$2.85M	1.33%	0.00%	+2.1%	Q3 2019
MDLZMondelez International, Inc.	$2.73M	1.27%	0.00%	-0.4%	Q3 2019
CVXChevron Corp	$2.69M	1.26%	0.00%	+0.3%	Q3 2019
GOOGAlphabet Inc.	$2.64M	1.23%	Not reported	Not reported	Q3 2019
CSCOCisco Systems, Inc.	$2.6M	1.21%	0.00%	-0.1%	Q3 2019
RSGRepublic Services, Inc.	$2.56M	1.19%	0.00%	Not reported	Q3 2019
EMREmerson Electric Co	$2.36M	1.10%	0.00%	-0.4%	Q3 2019
ELVElevance Health, Inc.	$1.84M	0.86%	0.00%	-17.6%	Q3 2019
DUKDuke Energy CORP	$1.82M	0.85%	0.00%	-1.0%	Q3 2019
ABTAbbott Laboratories	$1.73M	0.81%	0.00%	Not reported	Q3 2019
NUENucor Corp	$1.64M	0.77%	0.01%	+10.8%	Q3 2019
DDominion Energy, Inc	$1.62M	0.76%	0.00%	+2.8%	Q3 2019
CMCSAComcast Corp	$1.51M	0.70%	0.00%	+2.5%	Q3 2019
UNPUnion Pacific Corp	$1.44M	0.67%	0.00%	Not reported	Q3 2019
SYKStryker Corp	$1.42M	0.66%	0.00%	Not reported	Q3 2019
PFEPfizer Inc	$1.36M	0.64%	0.00%	Not reported	Q3 2019
CPTCamden Property Trust	$1.36M	0.63%	0.01%	Not reported	Q3 2019
USBUS Bancorp \de\	$1.33M	0.62%	0.00%	+2.7%	Q3 2019
MSMorgan Stanley	$1.2M	0.56%	0.00%	Not reported	Q3 2019
MRKMerck & Co., Inc.	$1.19M	0.55%	0.00%	Not reported	Q3 2019
DDDuPont de Nemours, Inc.	$1.18M	0.55%	0.00%	-2.2%	Q3 2019
AVBCAvidia Bancorp, Inc.	$1.05M	0.49%	0.03%	Not reported	Q3 2019
PSXPhillips 66	$1.04M	0.48%	0.00%	Not reported	Q3 2019
GISGeneral Mills Inc	$1.03M	0.48%	0.00%	-0.5%	Q3 2019
COPConocophillips	$1.01M	0.47%	0.00%	Not reported	Q3 2019
FTVFortive Corp	$889K	0.41%	0.01%	-1.1%	Q3 2019
CBChubb Ltd	$854K	0.40%	0.00%	-0.8%	Q3 2019

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