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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 8 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KLAC KLA-TENCOR CORP COM Technology 299.0 $440K 0.01% $1472.41 -82.7%
142 TOST TOAST INC CL A Technology 16,534.0 $438K 0.01% -4K -21.0% $26.51 -6.4%
143 ALL ALLSTATE CORP COM Financial Services 2,110.0 $437K 0.01% $207.34 +6.9%
144 DIS DISNEY WALT CO Communication Services 4,527.0 $436K 0.01% +87.0 +2.0% $96.38 +3.8%
145 IBM INTL. BUSINESS MACHINES Technology 1,701.0 $412K 0.01% $242.34 +12.3%
146 LIBERTY MEDIA CORP DEL FRMULA 5,109.0 $399K 0.01% $78.08
147 CBRE CBRE GROUP INC CL A Real Estate 2,926.0 $396K 0.01% $135.46 -1.5%
148 IDXX IDEXX LABS INC COM Healthcare 700.0 $393K 0.01% -180.0 -20.4% $561.89 -0.2%
149 DHR DANAHER CORP DEL Healthcare 1,995.0 $378K 0.01% -6K -76.1% $189.60 -5.0%
150 MCD MCDONALDS CORP COM Consumer Cyclical 1,205.0 $375K 0.01% $310.79 -8.4%
151 SDY STATE STREET SPDR S&P DIVID ET 2,483.0 $362K 0.01% $145.94 +4.6%
152 JPMORGAN CHASE AND CO 6 DEP NC 14,312.0 $355K 0.01% $24.81
153 OTIS OTIS WORLDWIDE CORP COM Industrials 4,582.0 $353K 0.01% $77.08 -8.2%
154 BAX BAXTER INTL INC Healthcare 20,879.0 $351K 0.01% $16.80 +24.2%
155 LGND LIGAND PHARM. CLB (RESTRICTED) Healthcare 1,694.0 $338K 0.01% NEW $199.65 +28.0%
156 TSLA TESLA INC COM Consumer Cyclical 900.0 $335K 0.01% -100.0 -10.0% $371.75 +9.3%
157 SO SOUTHERN CO COM Utilities 3,400.0 $328K 0.01% $96.52 -2.6%
158 SPGI S&P GLOBAL INC COM Financial Services 765.0 $325K 0.01% $425.34 -1.5%
159 CHCO CITY HLDG CO COM Financial Services 2,611.0 $312K 0.01% $119.52 +9.4%
160 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 1,065.0 $309K 0.01% NEW $290.49 -3.1%
Page 8 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%