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Portfolio (Quarterly) Guide ↗

BECK MACK & OLIVER LLC

· CIK 0000010742
13F Portfolio $4.8B AUM 195 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 30 Added 69 Reduced 12 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TOST TOAST INC CL A Technology 16,534.0 $438K 0.01% -4K -21.0% $26.51 -6.4%
62 IDXX IDEXX LABS INC COM Healthcare 700.0 $393K 0.01% -180.0 -20.4% $561.89 -0.2%
63 DHR DANAHER CORP DEL Healthcare 1,995.0 $378K 0.01% -6K -76.1% $189.60 -5.0%
64 TSLA TESLA INC COM Consumer Cyclical 900.0 $335K 0.01% -100.0 -10.0% $371.75 +9.3%
65 ACN ACCENTURE PLC Technology 1,270.0 $252K 0.01% -176.0 -12.2% $198.29 -14.1%
66 ELV ELEVANCE HEALTH INC Healthcare 801.0 $234K 0.01% -142.0 -15.1% $292.75 +38.0%
67 INTC INTEL CORP COM Technology 5,008.0 $221K 0.01% -1K -16.6% $44.13 +182.3%
68 AMGN AMGEN INC COM Healthcare 624.0 $220K 0.01% -4K -87.7% $351.85 +1.0%
69 VB VANGUARD SMALL-CAP VIPERS 830.0 $217K 0.00% -100.0 -10.8% $261.92 +13.2%
Page 4 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.4%
Healthcare 15.2%
Industrials 12.5%
Communication Services 10.0%
Technology 6.2%
Consumer Cyclical 6.1%
Energy 4.0%
Real Estate 2.8%
Consumer Defensive 1.7%
Basic Materials 0.6%