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Portfolio (Quarterly) Guide ↗

BECK MACK & OLIVER LLC

· CIK 0000010742
13F Portfolio $5.5B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 194 New
Page 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMS ADVANCED DRAIN SYS INC COM Industrials 10,443.0 $1.5M 0.03% NEW $144.83 -6.7%
102 DOX AMDOCS LTD Technology 17,941.0 $1.4M 0.03% NEW $80.51 -29.9%
103 META META PLATFORMS INC CL A Communication Services 2,064.0 $1.4M 0.03% NEW $660.09 -14.1%
104 PEG PUBLIC SERVICE ENTERPRISE GR Utilities 16,400.0 $1.3M 0.02% NEW $80.30 -0.7%
105 EW EDWARDS LIFESCIENCES COR Healthcare 15,120.0 $1.3M 0.02% NEW $85.25 -0.2%
106 KO COCA-COLA CO Consumer Defensive 18,136.0 $1.3M 0.02% NEW $69.91 +18.2%
107 GEV GE VERNOVA INC COM Utilities 1,915.0 $1.3M 0.02% NEW $653.57 +43.9%
108 NEE NEXTERA ENERGY INC. Utilities 14,828.0 $1.2M 0.02% NEW $80.28 +7.1%
109 FAST FASTENAL CO Industrials 28,640.0 $1.1M 0.02% NEW $40.13 +16.0%
110 TMO THERMO FISHER SCIENTIF COM Healthcare 1,945.0 $1.1M 0.02% NEW $579.45 -19.0%
111 PNC PNC FINL SVCS GROUP COM Financial Services 5,309.0 $1.1M 0.02% NEW $208.73 +13.9%
112 SLB SLB LIMITED Energy 28,800.0 $1.1M 0.02% NEW $38.38 +46.4%
113 D DOMINION ENERGY Utilities 18,693.0 $1.1M 0.02% NEW $58.59 +15.9%
114 MO ALTRIA GROUP INC Consumer Defensive 18,896.0 $1.1M 0.02% NEW $57.66 +24.8%
115 MS MORGAN STANLEY Financial Services 6,125.0 $1.1M 0.02% NEW $177.53 +20.6%
116 SPY SPDR TR UNIT SER 1 STANDARD & Financial Services 1,505.0 $1.0M 0.02% NEW $681.92 +8.8%
117 SHEL SHELL PLC SPON ADS Energy 12,947.0 $951K 0.02% NEW $73.48 +16.6%
118 CMCSA COMCAST CORP CL A Communication Services 30,719.0 $918K 0.02% NEW $29.89 -18.0%
119 MTD METTLER TOLEDO INT'L Healthcare 640.0 $892K 0.02% NEW $1394.19 -18.8%
120 ORCL ORACLE CORP COM Technology 4,117.0 $802K 0.01% NEW $194.91 -5.5%
Page 6 of 10  ·  194 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 39.8%
Healthcare 15.4%
Industrials 12.3%
Communication Services 10.9%
Technology 7.5%
Consumer Cyclical 5.5%
Real Estate 3.3%
Energy 2.9%
Consumer Defensive 1.5%
Basic Materials 0.5%