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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 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLB SLB LIMITED Energy 28,800.0 $1.5M 0.03% $51.39 +3.3%
102 VOO VANGUARD INDEX FDS S&P 500 ETF 2,319.0 $1.4M 0.03% -200.0 -7.9% $597.55 +15.5%
103 NEE NEXTERA ENERGY INC. Utilities 14,827.0 $1.4M 0.03% $92.88 -7.2%
104 FAST FASTENAL CO Industrials 28,640.0 $1.3M 0.03% $46.40 -0.8%
105 PEG PUBLIC SERVICE ENTERPRISE GR Utilities 16,400.0 $1.3M 0.03% $80.95 -0.1%
106 MO ALTRIA GROUP INC Consumer Defensive 18,896.0 $1.2M 0.03% $65.99 +6.4%
107 EW EDWARDS LIFESCIENCES COR Healthcare 15,120.0 $1.2M 0.03% $80.08 +10.6%
108 SHEL SHELL PLC SPON ADS Energy 12,947.0 $1.2M 0.03% $93.00 -11.6%
109 META META PLATFORMS INC CL A Communication Services 2,044.0 $1.2M 0.02% -20.0 -1.0% $572.13 +4.9%
110 D DOMINION ENERGY Utilities 18,693.0 $1.2M 0.02% $61.82 +10.8%
111 PNC PNC FINL SVCS GROUP COM Financial Services 5,309.0 $1.1M 0.02% $208.09 +12.8%
112 GS GOLDMAN SACHS GROUP Financial Services 1,219.0 $1.0M 0.02% +947.0 +348.2% $845.99 +28.9%
113 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,503.0 $977K 0.02% $650.34 +15.4%
114 TMO THERMO FISHER SCIENTIF COM Healthcare 1,945.0 $956K 0.02% $491.53 -3.8%
115 BK BANK NEW YORK MELLON CORP Financial Services 7,705.0 $914K 0.02% -16K -68.2% $118.63 +21.4%
116 KHC KRAFT HEINZ CO COM Consumer Defensive 40,000.0 $900K 0.02% +10K +33.3% $22.49 +5.8%
117 MS MORGAN STANLEY Financial Services 5,000.0 $823K 0.02% -1K -18.4% $164.57 +34.2%
118 MTD METTLER TOLEDO INT'L Healthcare 640.0 $807K 0.02% $1261.20 -8.7%
119 VLO VALERO ENERGY CORP NEW COM Energy 3,242.0 $801K 0.02% NEW $247.08 +0.0%
120 GDXJ VANECK VECTORS ETF TR JR GOLD 6,100.0 $732K 0.01% $120.04 -4.7%
Page 6 of 10  ·  195 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%