Satovsky Asset Management LLC

13F filer · CIK 0001807288

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$627MU.S. long equity reported on 13F

Positions442 new · 2 closed

Net flow last quarter+$3.29MBuys minus sells

Top 10 positions weight10.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202644 positions
BRK.BBerkshire Hathaway Inc	$24M	3.83%	Not reported	+2.0%	Q4 2020
AAPLApple Inc.	$16.1M	2.56%	0.00%	+3.9%	Q4 2020
GOOGLAlphabet Inc.	$5.64M	0.90%	0.00%	+6.8%	Q4 2020
AVIVAviv REIT, Inc.	$5.17M	0.82%	0.14%	+40.2%	Q2 2025
GOOGAlphabet Inc.	$4.55M	0.73%	Not reported	+7.5%	Q4 2020
MSFTMicrosoft Corp	$3.63M	0.58%	0.00%	+0.3%	Q4 2020
IAUIshares Gold Trust	$2.3M	0.37%	0.00%	-0.2%	Q4 2020
AMZNAmazon Com Inc	$1.8M	0.29%	0.00%	0.0%	Q4 2020
VVisa Inc.	$1.33M	0.21%	0.00%	+0.2%	Q2 2021
FLEXFlex Ltd.	$1.13M	0.18%	0.00%	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$1.01M	0.16%	0.00%	+2.7%	Q4 2020
TSLATesla, Inc.	$929K	0.15%	0.00%	Not reported	Q4 2020
MARMarriott International Inc	$909K	0.14%	0.00%	+0.2%	Q4 2020
METAMeta Platforms, Inc.	$870K	0.14%	Not reported	+2.6%	Q4 2020
XOMExxonMobil Holdings Corp	$837K	0.13%	0.00%	+0.7%	Q2 2024
AMATApplied Materials Inc	$800K	0.13%	0.00%	+0.1%	Q1 2024
JNJJohnson & Johnson	$613K	0.10%	0.00%	+0.7%	Q4 2020
ESTAEstablishment Labs Holdings Inc.	$607K	0.10%	0.02%	Not reported	Q4 2025
DRTSAlpha Tau Medical Ltd.	$461K	0.07%	0.04%	-10.0%	Q4 2023
SGDMSockeye Seafood Group Inc	$446K	0.07%	Not reported	Not reported	Q4 2020
HSYHershey Co	$439K	0.07%	0.00%	Not reported	Q2 2025
GILDGilead Sciences, Inc.	$412K	0.07%	0.00%	+0.7%	Q4 2021
GLDSPDR Gold Trust	$407K	0.06%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$389K	0.06%	0.00%	+0.4%	Q4 2023
UNHUnitedhealth Group Inc	$386K	0.06%	0.00%	+0.7%	Q4 2020
PWRQuanta Services, Inc.	$355K	0.06%	0.00%	Not reported	Q3 2025
SOSouthern Co	$343K	0.05%	0.00%	+0.8%	Q1 2022
MCDMcdonalds Corp	$335K	0.05%	0.00%	+1.1%	Q4 2020
GSGoldman Sachs Group Inc	$325K	0.05%	0.00%	Not reported	Q2 2025
EDConsolidated Edison Inc	$325K	0.05%	0.00%	+1.6%	Q4 2020
LHLabcorp Holdings Inc.	$320K	0.05%	0.00%	+0.3%	Q2 2024
EPDEnterprise Products Partners L.P.	$311K	0.05%	0.00%	+1.4%	Q1 2024
PFEPfizer Inc	$279K	0.04%	0.00%	-9.9%	Q4 2020
CCitigroup Inc	$277K	0.04%	0.00%	+0.7%	Q4 2025
AEMAgnico Eagle Mines Ltd	$269K	0.04%	0.00%	+0.2%	Q4 2025
GEGeneral Electric Co	$266K	0.04%	0.00%	+0.1%	Q3 2025
TAt&T Inc.	$253K	0.04%	0.00%	+0.4%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$253K	0.04%	Not reported	-5.6%	Q1 2021
NEENextera Energy Inc	$249K	0.04%	0.00%	-6.8%	Q4 2020
BACBank of America Corp	$247K	0.04%	0.00%	Not reported	Q3 2025
BNYBank of New York Mellon Corp	$241K	0.04%	0.00%	New	Q2 2026
NXTNextpower Inc.	$238K	0.04%	0.00%	Not reported	Q1 2026
RTXRTX Corp	$237K	0.04%	0.00%	+0.6%	Q3 2025
WMBWilliams Companies, Inc.	$212K	0.03%	0.00%	+0.7%	Q1 2026
Q1 2026Reported May 14, 202644 positions
BRK.BBerkshire Hathaway Inc	$22.6M	3.98%	Not reported	+0.8%	Q4 2020
AAPLApple Inc.	$13.6M	2.40%	0.00%	-0.5%	Q4 2020
GOOGLAlphabet Inc.	$4.25M	0.75%	0.00%	+0.1%	Q4 2020
MSFTMicrosoft Corp	$3.6M	0.63%	0.00%	+0.3%	Q4 2020
AVIVAviv REIT, Inc.	$3.56M	0.63%	0.10%	+173.0%	Q2 2025
GOOGAlphabet Inc.	$3.44M	0.61%	Not reported	+0.1%	Q4 2020
IAUIshares Gold Trust	$2.69M	0.48%	0.00%	-0.3%	Q4 2020
AMZNAmazon Com Inc	$1.57M	0.28%	0.00%	-16.3%	Q4 2020
VVisa Inc.	$1.17M	0.21%	0.00%	+0.2%	Q2 2021
XOMExxonMobil Holdings Corp	$1.03M	0.18%	0.00%	+0.3%	Q2 2024
METAMeta Platforms, Inc.	$862K	0.15%	Not reported	+0.1%	Q4 2020
TSLATesla, Inc.	$821K	0.14%	0.00%	+0.4%	Q4 2020
MARMarriott International Inc	$801K	0.14%	0.00%	+0.3%	Q4 2020
CSCOCisco Systems, Inc.	$652K	0.12%	0.00%	+0.5%	Q4 2020
JNJJohnson & Johnson	$586K	0.10%	0.00%	+0.5%	Q4 2020
SGDMSockeye Seafood Group Inc	$536K	0.09%	Not reported	Not reported	Q4 2020
HSYHershey Co	$520K	0.09%	0.00%	-3.5%	Q2 2025
GLDSPDR Gold Trust	$476K	0.08%	0.00%	-1.1%	Q4 2020
FLEXFlex Ltd.	$458K	0.08%	0.00%	Not reported	Q4 2025
GILDGilead Sciences, Inc.	$451K	0.08%	0.00%	+0.6%	Q4 2021
ESTAEstablishment Labs Holdings Inc.	$402K	0.07%	0.02%	+78.8%	Q4 2025
MCDMcdonalds Corp	$381K	0.07%	0.00%	+0.7%	Q4 2020
AMATApplied Materials Inc	$378K	0.07%	0.00%	+0.1%	Q1 2024
PFEPfizer Inc	$361K	0.06%	0.00%	+1.2%	Q4 2020
TAt&T Inc.	$354K	0.06%	0.00%	+0.2%	Q2 2024
AEMAgnico Eagle Mines Ltd	$351K	0.06%	0.00%	+0.2%	Q4 2025
JPMJPMorgan Chase & Co	$349K	0.06%	0.00%	+0.5%	Q4 2023
SOSouthern Co	$344K	0.06%	0.00%	+0.8%	Q1 2022
EDConsolidated Edison Inc	$327K	0.06%	0.00%	-23.0%	Q4 2020
EPDEnterprise Products Partners L.P.	$315K	0.06%	0.00%	+1.6%	Q1 2024
LHLabcorp Holdings Inc.	$304K	0.05%	0.00%	+0.3%	Q2 2024
DRTSAlpha Tau Medical Ltd.	$288K	0.05%	0.05%	-24.1%	Q4 2023
NEENextera Energy Inc	$283K	0.05%	0.00%	+8.8%	Q4 2020
GSGoldman Sachs Group Inc	$271K	0.05%	0.00%	+0.3%	Q2 2025
PWRQuanta Services, Inc.	$271K	0.05%	0.00%	Not reported	Q3 2025
UNHUnitedhealth Group Inc	$249K	0.04%	0.00%	+0.6%	Q4 2020
NXTNextpower Inc.	$241K	0.04%	0.00%	New	Q1 2026
RTXRTX Corp	$240K	0.04%	0.00%	+0.3%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$233K	0.04%	Not reported	Not reported	Q1 2021
CCitigroup Inc	$223K	0.04%	0.00%	+0.9%	Q4 2025
MDTMedtronic plc	$219K	0.04%	0.00%	+6.3%	Q4 2020
ORCLOracle Corp	$212K	0.04%	0.00%	+0.3%	Q2 2024
WMBWilliams Companies, Inc.	$206K	0.04%	0.00%	New	Q1 2026
GEGeneral Electric Co	$202K	0.04%	0.00%	+0.1%	Q3 2025
Q4 2025Reported Feb 13, 202643 positions
BRK.BBerkshire Hathaway Inc	$23.5M	4.55%	Not reported	-0.5%	Q4 2020
AAPLApple Inc.	$14.6M	2.83%	0.00%	0.0%	Q4 2020
MSFTMicrosoft Corp	$4.68M	0.91%	0.00%	+2.3%	Q4 2020
GOOGLAlphabet Inc.	$4.63M	0.90%	0.00%	+0.1%	Q4 2020
GOOGAlphabet Inc.	$3.76M	0.73%	Not reported	-2.5%	Q4 2020
IAUIshares Gold Trust	$2.49M	0.48%	0.00%	-1.9%	Q4 2020
AMZNAmazon Com Inc	$2.08M	0.40%	0.00%	0.0%	Q4 2020
VVisa Inc.	$1.36M	0.26%	0.00%	+0.2%	Q2 2021
AVIVAviv REIT, Inc.	$1.24M	0.24%	0.04%	+96.4%	Q2 2025
METAMeta Platforms, Inc.	$993K	0.19%	Not reported	+0.3%	Q4 2020
TSLATesla, Inc.	$989K	0.19%	0.00%	Not reported	Q4 2020
MARMarriott International Inc	$758K	0.15%	0.00%	+0.2%	Q4 2020
XOMExxonMobil Holdings Corp	$729K	0.14%	0.00%	+0.8%	Q2 2024
CSCOCisco Systems, Inc.	$644K	0.12%	0.00%	+1.2%	Q4 2020
SGDMSockeye Seafood Group Inc	$494K	0.10%	Not reported	+1.0%	Q4 2020
JNJJohnson & Johnson	$494K	0.10%	0.00%	-0.2%	Q4 2020
HSYHershey Co	$472K	0.09%	0.00%	Not reported	Q2 2025
GLDSPDR Gold Trust	$443K	0.09%	0.00%	-3.1%	Q4 2020
FLEXFlex Ltd.	$423K	0.08%	0.00%	New	Q4 2025
GILDGilead Sciences, Inc.	$395K	0.08%	0.00%	+0.7%	Q4 2021
JPMJPMorgan Chase & Co	$380K	0.07%	0.00%	+0.5%	Q4 2023
EDConsolidated Edison Inc	$372K	0.07%	0.00%	+1.4%	Q4 2020
MCDMcdonalds Corp	$372K	0.07%	0.00%	+0.8%	Q4 2020
PFEPfizer Inc	$316K	0.06%	0.00%	+1.7%	Q4 2020
SOSouthern Co	$308K	0.06%	0.00%	+0.9%	Q1 2022
TAt&T Inc.	$303K	0.06%	0.00%	+0.4%	Q2 2024
UNHUnitedhealth Group Inc	$303K	0.06%	0.00%	+0.9%	Q4 2020
AEMAgnico Eagle Mines Ltd	$293K	0.06%	0.00%	New	Q4 2025
ESTAEstablishment Labs Holdings Inc.	$288K	0.06%	0.01%	New	Q4 2025
BMYBristol Myers Squibb Co	$287K	0.06%	0.00%	+1.4%	Q2 2021
LHLabcorp Holdings Inc.	$285K	0.06%	0.00%	+1.3%	Q2 2024
AMATApplied Materials Inc	$284K	0.06%	0.00%	+0.2%	Q1 2024
GSGoldman Sachs Group Inc	$282K	0.05%	0.00%	+0.6%	Q2 2025
ORCLOracle Corp	$280K	0.05%	0.00%	+0.1%	Q2 2024
DRTSAlpha Tau Medical Ltd.	$265K	0.05%	0.06%	Not reported	Q4 2023
EPDEnterprise Products Partners L.P.	$263K	0.05%	0.00%	+1.7%	Q1 2024
MDTMedtronic plc	$228K	0.04%	0.00%	+2.4%	Q4 2020
CCitigroup Inc	$228K	0.04%	0.00%	New	Q4 2025
RTXRTX Corp	$227K	0.04%	0.00%	+1.1%	Q3 2025
NEENextera Energy Inc	$225K	0.04%	0.00%	+0.7%	Q4 2020
BACBank of America Corp	$222K	0.04%	0.00%	+0.5%	Q3 2025
GEGeneral Electric Co	$219K	0.04%	0.00%	Not reported	Q3 2025
PWRQuanta Services, Inc.	$208K	0.04%	0.00%	Not reported	Q3 2025
Q3 2025Reported Nov 14, 202541 positions
BRK.BBerkshire Hathaway Inc	$23.6M	4.71%	Not reported	+0.2%	Q4 2020
AAPLApple Inc.	$13.7M	2.73%	0.00%	+0.2%	Q4 2020
MSFTMicrosoft Corp	$4.9M	0.98%	0.00%	-0.9%	Q4 2020
GOOGLAlphabet Inc.	$3.59M	0.72%	0.00%	+0.1%	Q4 2020
GOOGAlphabet Inc.	$2.99M	0.60%	Not reported	+0.1%	Q4 2020
IAUIshares Gold Trust	$2.27M	0.45%	0.00%	-1.8%	Q4 2020
AMZNAmazon Com Inc	$1.98M	0.39%	0.00%	Not reported	Q4 2020
VVisa Inc.	$1.32M	0.26%	0.00%	+0.2%	Q2 2021
METAMeta Platforms, Inc.	$1.1M	0.22%	Not reported	+0.1%	Q4 2020
TSLATesla, Inc.	$978K	0.20%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$678K	0.14%	0.00%	+0.9%	Q2 2024
MARMarriott International Inc	$635K	0.13%	0.00%	+0.3%	Q4 2020
AVIVAviv REIT, Inc.	$599K	0.12%	0.02%	+10.2%	Q2 2025
CSCOCisco Systems, Inc.	$565K	0.11%	0.00%	+0.6%	Q4 2020
HSYHershey Co	$485K	0.10%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$443K	0.09%	0.00%	+0.7%	Q4 2020
SGDMSockeye Seafood Group Inc	$436K	0.09%	Not reported	Not reported	Q4 2020
GLDSPDR Gold Trust	$410K	0.08%	0.00%	Not reported	Q4 2020
ORCLOracle Corp	$403K	0.08%	0.00%	+0.2%	Q2 2024
EDConsolidated Edison Inc	$372K	0.07%	0.00%	+0.9%	Q4 2020
JPMJPMorgan Chase & Co	$370K	0.07%	0.00%	+0.3%	Q4 2023
MCDMcdonalds Corp	$367K	0.07%	0.00%	+0.6%	Q4 2020
GILDGilead Sciences, Inc.	$355K	0.07%	0.00%	+0.7%	Q4 2021
TAt&T Inc.	$343K	0.07%	0.00%	+0.3%	Q2 2024
SOSouthern Co	$332K	0.07%	0.00%	+0.8%	Q1 2022
LHLabcorp Holdings Inc.	$322K	0.06%	0.00%	+0.2%	Q2 2024
PFEPfizer Inc	$318K	0.06%	0.00%	+1.7%	Q4 2020
UNHUnitedhealth Group Inc	$314K	0.06%	0.00%	+0.7%	Q4 2020
ACMAecom	$258K	0.05%	0.00%	Not reported	Q1 2021
GSGoldman Sachs Group Inc	$253K	0.05%	0.00%	Not reported	Q2 2025
EPDEnterprise Products Partners L.P.	$252K	0.05%	0.00%	+1.7%	Q1 2024
DRTSAlpha Tau Medical Ltd.	$242K	0.05%	0.06%	Not reported	Q4 2023
BMYBristol Myers Squibb Co	$237K	0.05%	0.00%	+1.4%	Q2 2021
AMATApplied Materials Inc	$226K	0.05%	0.00%	+0.3%	Q1 2024
MDTMedtronic plc	$221K	0.04%	0.00%	+0.7%	Q4 2020
GEGeneral Electric Co	$213K	0.04%	0.00%	New	Q3 2025
NEENextera Energy Inc	$210K	0.04%	0.00%	Not reported	Q4 2020
BACBank of America Corp	$208K	0.04%	0.00%	New	Q3 2025
RTXRTX Corp	$205K	0.04%	0.00%	New	Q3 2025
PWRQuanta Services, Inc.	$204K	0.04%	0.00%	New	Q3 2025
MDLZMondelez International, Inc.	$204K	0.04%	0.00%	+0.7%	Q2 2021

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