Portfolio (Quarterly)
Guide ↗
BECK MACK & OLIVER LLC
· CIK 0000010742| # | 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 | +17.4% |
| 62 | IDXX | IDEXX LABS INC COM | Healthcare | 700.0 | $393K | 0.01% | -180.0 | -20.4% | $561.89 | -8.6% |
| 63 | DHR | DANAHER CORP DEL | Healthcare | 1,995.0 | $378K | 0.01% | -6K | -76.1% | $189.60 | +10.0% |
| 64 | TSLA | TESLA INC COM | Consumer Cyclical | 900.0 | $335K | 0.01% | -100.0 | -10.0% | $371.75 | -3.7% |
| 65 | ACN | ACCENTURE PLC | Technology | 1,270.0 | $252K | 0.01% | -176.0 | -12.2% | $198.29 | -4.4% |
| 66 | ELV | ELEVANCE HEALTH INC | Healthcare | 801.0 | $234K | 0.01% | -142.0 | -15.1% | $292.75 | +40.9% |
| 67 | INTC | INTEL CORP COM | Technology | 5,008.0 | $221K | 0.01% | -1K | -16.6% | $44.13 | +129.0% |
| 68 | AMGN | AMGEN INC COM | Healthcare | 624.0 | $220K | 0.01% | -4K | -87.7% | $351.85 | +7.0% |
| 69 | VB | VANGUARD SMALL-CAP VIPERS | — | 830.0 | $217K | 0.00% | -100.0 | -10.8% | $261.92 | +10.3% |
① 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
38.7%
Healthcare
17.5%
Industrials
14.4%
Technology
7.2%
Consumer Cyclical
7.0%
Communication Services
4.9%
Energy
3.9%
Real Estate
3.3%
Consumer Defensive
2.0%
Basic Materials
0.7%