Papamarkou Wellner Asset Management inc.

13F filer · CIK 0002063952

Reported Aug 17, 2026

Net buyer this quarter

13F portfolio value$159MU.S. long equity reported on 13F

Positions745 new · 16 closed

Net flow last quarter+$316MBuys minus sells

Top 10 positions weight50.1%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 17, 202674 positions
AAPLApple Inc.	$18.8M	11.80%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$13M	8.17%	0.00%	+0.1%	Q4 2024
GOOGLAlphabet Inc.	$8.93M	5.60%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$8.88M	5.57%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$7.42M	4.66%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$6.41M	4.02%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$4.47M	2.80%	0.00%	+66.5%	Q4 2024
VVisa Inc.	$4.19M	2.63%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$4.05M	2.54%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$3.68M	2.31%	0.00%	Not reported	Q4 2024
ASMLAsml Holding NV	$3.64M	2.28%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.43M	2.15%	Not reported	Not reported	Q4 2024
GOOGAlphabet Inc.	$3.37M	2.11%	Not reported	Not reported	Q4 2024
RTXRTX Corp	$3.09M	1.94%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$3.04M	1.91%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$2.98M	1.87%	Not reported	Not reported	Q4 2024
ISRGIntuitive Surgical Inc	$2.97M	1.86%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$2.91M	1.83%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$2.82M	1.77%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.69M	1.69%	0.00%	Not reported	Q4 2024
SPGIS&P Global Inc.	$2.4M	1.50%	0.00%	Not reported	Q4 2024
DEDeere & Co	$2.22M	1.39%	0.00%	Not reported	Q4 2024
GILDGilead Sciences, Inc.	$2.21M	1.39%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$2.21M	1.39%	0.00%	Not reported	Q4 2024
BLKBlackRock, Inc.	$2.12M	1.33%	0.00%	Not reported	Q4 2024
ABTAbbott Laboratories	$1.99M	1.25%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$1.96M	1.23%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.95M	1.23%	0.00%	-13.7%	Q4 2024
CMECme Group Inc.	$1.9M	1.19%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$1.89M	1.19%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$1.86M	1.17%	0.27%	+20302.9%	Q4 2024
ETNEaton Corp plc	$1.85M	1.16%	0.00%	-0.5%	Q1 2025
ICEIntercontinental Exchange, Inc.	$1.83M	1.15%	0.00%	Not reported	Q4 2024
BXBlackstone Inc.	$1.48M	0.93%	0.00%	Not reported	Q4 2025
UNPUnion Pacific Corp	$1.33M	0.83%	0.00%	Not reported	Q4 2024
PGRProgressive Corp	$1.22M	0.77%	0.00%	-68.7%	Q4 2025
COSTCostco Wholesale Corp	$1.01M	0.63%	0.00%	Not reported	Q2 2025
NFLXNetflix Inc	$982K	0.62%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$973K	0.61%	0.00%	Not reported	Q4 2025
UBSIUnited Bankshares Inc	$961K	0.60%	0.02%	Not reported	Q4 2024
MOAltria Group, Inc.	$867K	0.54%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$859K	0.54%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$848K	0.53%	0.00%	Not reported	Q4 2024
INTUIntuit Inc.	$817K	0.51%	0.00%	Not reported	Q4 2024
HSBCHSBC Holdings PLC	$771K	0.48%	0.00%	Not reported	Q4 2025
NEMNEWMONT Corp	$763K	0.48%	0.00%	Not reported	Q4 2024
LYGLloyds Banking Group plc	$607K	0.38%	0.00%	Not reported	Q4 2024
AEEAmeren Corp	$605K	0.38%	0.00%	Not reported	Q1 2026
NEENextera Energy Inc	$557K	0.35%	0.00%	Not reported	Q4 2025
VOXRVox Royalty Corp.	$510K	0.32%	0.16%	Not reported	Q4 2024

Q1 2026Reported May 15, 202685 positions
AAPLApple Inc.	$18.8M	11.50%	0.00%	+1.0%	Q4 2024
NVDANvidia Corp	$13M	7.95%	0.00%	+2.4%	Q4 2024
GOOGLAlphabet Inc.	$8.9M	5.44%	0.00%	-0.5%	Q4 2024
MSFTMicrosoft Corp	$8.88M	5.42%	0.00%	+2.7%	Q4 2024
AMZNAmazon Com Inc	$7.42M	4.53%	0.00%	+3.7%	Q4 2024
CVXChevron Corp	$6.41M	3.92%	0.00%	+0.6%	Q4 2024
PMPhilip Morris International Inc.	$4.43M	2.71%	0.00%	+0.8%	Q4 2024
VVisa Inc.	$4.19M	2.56%	0.00%	+1.2%	Q4 2024
KOCoca Cola Co	$4.05M	2.48%	0.00%	+3.2%	Q4 2024
MAMastercard Inc	$3.68M	2.25%	0.00%	+5.6%	Q4 2024
ASMLAsml Holding NV	$3.64M	2.22%	0.00%	+0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.43M	2.10%	Not reported	+2.7%	Q4 2024
GOOGAlphabet Inc.	$3.37M	2.06%	Not reported	+1.1%	Q4 2024
PGRProgressive Corp	$3.17M	1.94%	0.00%	+397.2%	Q4 2025
RTXRTX Corp	$3.09M	1.89%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$3.04M	1.86%	0.00%	+7.2%	Q4 2024
METAMeta Platforms, Inc.	$2.98M	1.82%	Not reported	+23.3%	Q4 2024
ISRGIntuitive Surgical Inc	$2.97M	1.81%	0.00%	+1.8%	Q4 2024
LLYELI LILLY & Co	$2.91M	1.78%	0.00%	+4.5%	Q4 2024
MCDMcdonalds Corp	$2.82M	1.72%	0.00%	+2.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.69M	1.64%	0.00%	-0.6%	Q4 2024
SPGIS&P Global Inc.	$2.4M	1.46%	0.00%	-10.3%	Q4 2024
DEDeere & Co	$2.22M	1.36%	0.00%	+1.6%	Q4 2024
GILDGilead Sciences, Inc.	$2.21M	1.35%	0.00%	+1.1%	Q4 2024
ABBVAbbVie Inc.	$2.19M	1.34%	0.00%	+4.7%	Q4 2024
BLKBlackRock, Inc.	$2.12M	1.30%	0.00%	+0.9%	Q4 2024
ABTAbbott Laboratories	$1.99M	1.22%	0.00%	+6.5%	Q4 2024
MARMarriott International Inc	$1.96M	1.20%	0.00%	+1.7%	Q4 2024
PGPROCTER & GAMBLE Co	$1.95M	1.19%	0.00%	+2.8%	Q4 2024
CMECme Group Inc.	$1.9M	1.16%	0.00%	+1.8%	Q4 2024
AVGOBroadcom Inc.	$1.89M	1.16%	0.00%	+1.9%	Q2 2025
LMTLockheed Martin Corp	$1.86M	1.14%	0.00%	+0.9%	Q4 2024
ETNEaton Corp plc	$1.85M	1.13%	0.00%	+4.4%	Q1 2025
ICEIntercontinental Exchange, Inc.	$1.83M	1.12%	0.00%	+3.6%	Q4 2024
BXBlackstone Inc.	$1.48M	0.91%	0.00%	+245.9%	Q4 2025
UNPUnion Pacific Corp	$1.33M	0.81%	0.00%	-0.6%	Q4 2024
COSTCostco Wholesale Corp	$1.01M	0.62%	0.00%	+6.5%	Q2 2025
NFLXNetflix Inc	$982K	0.60%	0.00%	-8.0%	Q4 2024
CSCOCisco Systems, Inc.	$973K	0.59%	0.00%	+19.6%	Q4 2025
UBSIUnited Bankshares Inc	$961K	0.59%	0.02%	Not reported	Q4 2024
NEMNEWMONT Corp	$885K	0.54%	0.00%	+0.9%	Q4 2024
MOAltria Group, Inc.	$867K	0.53%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$859K	0.52%	0.00%	-5.8%	Q4 2024
INTUIntuit Inc.	$817K	0.50%	0.00%	-25.2%	Q4 2024
HSBCHSBC Holdings PLC	$771K	0.47%	0.00%	+189.5%	Q4 2025
SBSWSibanye Stillwater Ltd	$711K	0.43%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$681K	0.42%	0.00%	Not reported	Q4 2024
AEEAmeren Corp	$605K	0.37%	0.00%	New	Q1 2026
VOXRVox Royalty Corp.	$565K	0.34%	0.16%	+1.4%	Q4 2024
NEENextera Energy Inc	$557K	0.34%	0.00%	+0.8%	Q4 2025

Q4 2025Reported Feb 18, 202685 positions
AAPLApple Inc.	$20M	11.99%	0.00%	-0.7%	Q4 2024
NVDANvidia Corp	$13.6M	8.16%	0.00%	-0.8%	Q4 2024
MSFTMicrosoft Corp	$11.3M	6.78%	0.00%	-0.3%	Q4 2024
GOOGLAlphabet Inc.	$9.73M	5.85%	0.00%	-2.0%	Q4 2024
AMZNAmazon Com Inc	$7.93M	4.76%	0.00%	-0.6%	Q4 2024
VVisa Inc.	$4.81M	2.89%	0.00%	+0.2%	Q4 2024
CVXChevron Corp	$4.7M	2.82%	0.00%	+0.1%	Q4 2024
PMPhilip Morris International Inc.	$4.27M	2.57%	0.00%	+5.3%	Q4 2024
MAMastercard Inc	$3.98M	2.39%	0.00%	-1.0%	Q4 2024
GOOGAlphabet Inc.	$3.65M	2.19%	Not reported	-1.8%	Q4 2024
KOCoca Cola Co	$3.61M	2.17%	0.00%	-0.7%	Q4 2024
ISRGIntuitive Surgical Inc	$3.58M	2.15%	0.00%	+0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.51M	2.11%	Not reported	0.0%	Q4 2024
SPGIS&P Global Inc.	$3.28M	1.97%	0.00%	-2.8%	Q4 2024
LLYELI LILLY & Co	$3.26M	1.96%	0.00%	-0.1%	Q4 2024
JPMJPMorgan Chase & Co	$3.11M	1.87%	0.00%	+2.6%	Q4 2024
RTXRTX Corp	$2.94M	1.77%	0.00%	-1.0%	Q4 2024
ASMLAsml Holding NV	$2.94M	1.77%	0.00%	-1.0%	Q4 2024
METAMeta Platforms, Inc.	$2.79M	1.67%	Not reported	+0.7%	Q4 2024
MCDMcdonalds Corp	$2.69M	1.62%	0.00%	+0.4%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.44M	1.46%	0.00%	+0.8%	Q4 2024
BLKBlackRock, Inc.	$2.34M	1.41%	0.00%	+0.1%	Q4 2024
ABTAbbott Laboratories	$2.29M	1.37%	0.00%	+0.2%	Q4 2024
ABBVAbbVie Inc.	$2.2M	1.32%	0.00%	+0.5%	Q4 2024
AVGOBroadcom Inc.	$2.08M	1.25%	0.00%	+0.2%	Q2 2025
GILDGilead Sciences, Inc.	$1.93M	1.16%	0.00%	+0.3%	Q4 2024
PGPROCTER & GAMBLE Co	$1.89M	1.13%	0.00%	+4.4%	Q4 2024
MARMarriott International Inc	$1.83M	1.10%	0.00%	+1.4%	Q4 2024
ICEIntercontinental Exchange, Inc.	$1.82M	1.09%	0.00%	+0.6%	Q4 2024
DEDeere & Co	$1.81M	1.09%	0.00%	+0.1%	Q4 2024
CMECme Group Inc.	$1.73M	1.04%	0.00%	+0.8%	Q4 2024
INTUIntuit Inc.	$1.67M	1.01%	0.00%	+2.6%	Q4 2024
ETNEaton Corp plc	$1.58M	0.95%	0.00%	+0.4%	Q1 2025
LMTLockheed Martin Corp	$1.47M	0.89%	0.00%	+5.5%	Q4 2024
UNPUnion Pacific Corp	$1.27M	0.76%	0.00%	+2.4%	Q4 2024
HDHome Depot, Inc.	$1.11M	0.67%	0.00%	-30.8%	Q4 2024
NFLXNetflix Inc	$1.04M	0.63%	0.00%	-11.1%	Q4 2024
QCOMQualcomm Inc	$904K	0.54%	0.00%	+0.7%	Q4 2024
PGRProgressive Corp	$902K	0.54%	0.00%	New	Q4 2025
UBSIUnited Bankshares Inc	$891K	0.54%	0.02%	Not reported	Q4 2024
SBSWSibanye Stillwater Ltd	$822K	0.49%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$822K	0.49%	0.00%	+10.6%	Q2 2025
TXNTexas Instruments Inc	$815K	0.49%	0.00%	-47.8%	Q4 2024
NEMNEWMONT Corp	$809K	0.49%	0.00%	+0.4%	Q4 2024
CSCOCisco Systems, Inc.	$807K	0.49%	0.00%	New	Q4 2025
MOAltria Group, Inc.	$758K	0.46%	0.00%	Not reported	Q4 2024
FTAIFTAI Aviation Ltd.	$581K	0.35%	0.00%	Not reported	Q3 2025
BXBlackstone Inc.	$575K	0.35%	0.00%	New	Q4 2025
NOWServiceNow, Inc.	$553K	0.33%	0.00%	-47.4%	Q4 2024
LYGLloyds Banking Group plc	$552K	0.33%	0.00%	+2.0%	Q4 2024

Q3 2025Reported Nov 17, 202579 positions
AAPLApple Inc.	$18.8M	11.64%	0.00%	-0.7%	Q4 2024
NVDANvidia Corp	$13.7M	8.47%	0.00%	-2.1%	Q4 2024
MSFTMicrosoft Corp	$12.1M	7.50%	0.00%	-1.1%	Q4 2024
GOOGLAlphabet Inc.	$7.71M	4.77%	0.00%	-1.4%	Q4 2024
AMZNAmazon Com Inc	$7.59M	4.69%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$4.79M	2.96%	0.00%	+93.9%	Q4 2024
VVisa Inc.	$4.67M	2.89%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$4.1M	2.53%	0.00%	-0.3%	Q4 2024
MAMastercard Inc	$4.01M	2.48%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.51M	2.17%	Not reported	-0.4%	Q4 2024
KOCoca Cola Co	$3.45M	2.13%	0.00%	Not reported	Q4 2024
SPGIS&P Global Inc.	$3.15M	1.95%	0.00%	-0.4%	Q4 2024
METAMeta Platforms, Inc.	$3.08M	1.90%	Not reported	-0.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.97M	1.83%	0.00%	+0.2%	Q4 2024
GOOGAlphabet Inc.	$2.88M	1.78%	Not reported	Not reported	Q4 2024
ISRGIntuitive Surgical Inc	$2.82M	1.75%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$2.71M	1.67%	0.00%	Not reported	Q4 2024
ASMLAsml Holding NV	$2.68M	1.66%	0.00%	-4.7%	Q4 2024
MCDMcdonalds Corp	$2.67M	1.65%	0.00%	Not reported	Q4 2024
BLKBlackRock, Inc.	$2.55M	1.58%	0.00%	-0.5%	Q4 2024
ABTAbbott Laboratories	$2.44M	1.51%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$2.31M	1.43%	0.00%	Not reported	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.22M	1.37%	0.00%	-2.1%	Q4 2024
ABBVAbbVie Inc.	$2.21M	1.37%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$1.98M	1.22%	0.00%	Not reported	Q2 2025
PGPROCTER & GAMBLE Co	$1.94M	1.20%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$1.89M	1.17%	0.00%	Not reported	Q4 2024
ICEIntercontinental Exchange, Inc.	$1.88M	1.16%	0.00%	Not reported	Q4 2024
ETNEaton Corp plc	$1.84M	1.14%	0.00%	Not reported	Q1 2025
DEDeere & Co	$1.77M	1.10%	0.00%	Not reported	Q4 2024
GILDGilead Sciences, Inc.	$1.74M	1.08%	0.00%	-0.6%	Q4 2024
CMECme Group Inc.	$1.7M	1.05%	0.00%	Not reported	Q4 2024
INTUIntuit Inc.	$1.68M	1.04%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$1.65M	1.02%	0.00%	-20.2%	Q4 2024
MARMarriott International Inc	$1.51M	0.94%	0.00%	-1.3%	Q4 2024
NFLXNetflix Inc	$1.5M	0.93%	0.00%	+1.6%	Q4 2024
LMTLockheed Martin Corp	$1.44M	0.89%	0.00%	-3.3%	Q4 2024
EOGEog Resources Inc	$1.43M	0.89%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$1.27M	0.79%	0.00%	-7.8%	Q4 2024
NOWServiceNow, Inc.	$1.26M	0.78%	0.00%	-5.2%	Q4 2024
CMCSAComcast Corp	$1.16M	0.72%	0.00%	-2.3%	Q1 2025
QCOMQualcomm Inc	$873K	0.54%	0.00%	-1.5%	Q4 2024
MOAltria Group, Inc.	$868K	0.54%	0.00%	Not reported	Q4 2024
UBSIUnited Bankshares Inc	$863K	0.53%	0.02%	Not reported	Q4 2024
ODFLOld Dominion Freight Line, Inc.	$854K	0.53%	0.00%	-10.4%	Q4 2024
COSTCostco Wholesale Corp	$798K	0.49%	0.00%	+8.2%	Q2 2025
NEMNEWMONT Corp	$681K	0.42%	0.00%	Not reported	Q4 2024
SBSWSibanye Stillwater Ltd	$649K	0.40%	0.00%	Not reported	Q4 2024
VOXRVox Royalty Corp.	$583K	0.36%	0.27%	Not reported	Q4 2024
BLBlackline, Inc.	$544K	0.34%	0.02%	-24.4%	Q1 2025

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