BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LIBERTY MEDIA CORP DEL FRMULA 3,604.0 $306K 0.01% $85.02
162 WFC WELLS FARGO & CO NEW Financial Services 3,682.0 $293K 0.01% $79.61 +3.5%
163 CET CENTRAL SECS CORP Financial Services 5,862.0 $291K 0.01% $49.66 +7.1%
164 AB ALLIANCE BERNSTEIN HOLDING L.P Financial Services 7,658.0 $287K 0.01% $37.44 -2.7%
165 CB CHUBB LIMITED COM Financial Services 878.0 $286K 0.01% $325.93 +0.7%
166 J JACOBS ENGR GROUP INC COM Industrials 2,232.0 $284K 0.01% $127.28 -0.2%
167 WBS WEBSTER FINANCIAL CP Financial Services 4,091.0 $284K 0.01% $69.42 +5.4%
168 SCHM SCHWAB STRATEGIC TR US MID-CAP 9,167.0 $284K 0.01% $30.96 +16.3%
169 MU MICRON TECHNOLOGY Technology 835.0 $282K 0.01% $337.84 +190.6%
170 CMI CUMMINS INC COM Industrials 520.0 $280K 0.01% $538.02 +22.6%
171 SCHV SCHWAB STRATEGIC TR US LCAP VA 9,134.0 $279K 0.01% $30.50 +13.0%
172 YUM YUM! BRANDS INC. Consumer Cyclical 1,760.0 $274K 0.01% $155.48 -1.4%
173 ASML ASML HOLDING N V NY REG SHS Technology 199.0 $263K 0.01% NEW $1320.83 +41.1%
174 KTOS KRATOS DEFENSE & SEC S COM NEW Industrials 3,712.0 $262K 0.01% NEW $70.51 -18.1%
175 ZTS ZOETIS INC CL A Healthcare 2,205.0 $261K 0.01% $118.21 -31.1%
176 ACN ACCENTURE PLC Technology 1,270.0 $252K 0.01% -176.0 -12.2% $198.29 -14.1%
177 TXN TEXAS INSTRS INC COM Technology 1,225.0 $238K 0.01% $194.14 +53.0%
178 ELV ELEVANCE HEALTH INC Healthcare 801.0 $234K 0.01% -142.0 -15.1% $292.75 +38.0%
179 HYG ISHARES TR IBOXX HI YD ETF 2,799.0 $223K 0.01% $79.56 +0.5%
180 INTC INTEL CORP COM Technology 5,008.0 $221K 0.01% -1K -16.6% $44.13 +182.3%
Page 9 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%