Beck Mack & Oliver LLC Top Holdings and 13F Report (2025) About Beck Mack & Oliver LLCInvestment ActivityBeck Mack & Oliver LLC has $5.24 billion in total holdings as of June 30, 2025.Beck Mack & Oliver LLC owns shares of 189 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 1.21% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Beck Mack & Oliver LLC has purchased 187 new stocks and bought additional shares in 36 stocks.Beck Mack & Oliver LLC sold shares of 87 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apollo Global Management $397,769,769Blackstone $331,505,989Microsoft $321,778,060Ashtead Group $224,928,874Arthur J. Gallagher & Co. $224,545,959 Largest New Holdings this Quarter 77311W101 - Rocket Companies $1,276,200 Holding14040H105 - Capital One Financial $542,112 Holding251566105 - Deutsche Telekom $347,495 Holding88160R101 - Tesla $333,543 Holding09857L108 - Booking $248,937 Holding Largest Purchases this Quarter Fiserv 96,634 shares (about $16.66M)Ashtead Group 204,190 shares (about $13.07M)Tempur Sealy International 170,335 shares (about $11.59M)Amazon.com 29,756 shares (about $6.53M)Zurn Elkay Water Solutions Cor 133,478 shares (about $4.88M) Largest Sales this Quarter Arthur J. Gallagher & Co. 81,466 shares (about $26.08M)Microsoft 46,445 shares (about $23.10M)Enstar Group 34,631 shares (about $11.65M)Apollo Global Management 68,762 shares (about $9.76M)Credit Acceptance 18,589 shares (about $9.47M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeck Mack & Oliver LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPOApollo Global Management$397,769,769$9,755,266 ▼-2.4%2,803,7627.6%FinanceBXBlackstone$331,505,989$6,341,296 ▼-1.9%2,216,2456.3%FinanceMSFTMicrosoft$321,778,060$23,102,211 ▼-6.7%646,9076.1%Computer and TechnologyASHTFAshtead Group$224,928,874$13,074,286 ▲6.2%3,512,8674.3%IndustrialsAJGArthur J. Gallagher & Co.$224,545,959$26,078,899 ▼-10.4%701,4434.3%FinanceGOOGAlphabet$198,248,048$4,464,729 ▼-2.2%1,117,5833.8%Computer and TechnologySCHWCharles Schwab$191,975,464$6,158,610 ▼-3.1%2,104,0713.7%FinanceCACCCredit Acceptance$191,740,792$9,469,794 ▼-4.7%376,3833.7%FinanceFERGUSON ENTERPRISES INC.$187,675,214$241,702 ▲0.1%861,8843.6%COMRDNTRadNet$185,705,354$984,998 ▼-0.5%3,263,1413.5%MedicalLABCORP HOLDINGS$161,190,359$3,408,168 ▼-2.1%614,0353.1%COMTPXTempur Sealy International$158,984,194$11,591,297 ▲7.9%2,336,2853.0%Retail/WholesaleCSGPCoStar Group$138,822,338$6,744,836 ▼-4.6%1,726,6462.6%Computer and TechnologyZWSZurn Elkay Water Solutions Cor$135,541,110$4,881,290 ▲3.7%3,706,3472.6%Business ServicesOWLBlue Owl Capital$130,171,301$27,701 ▼0.0%6,776,2262.5%FinanceAXPAmerican Express$128,692,603$507,817 ▲0.4%403,4502.5%FinanceROPRoper Technologies$128,354,361$1,507,230 ▲1.2%226,4382.5%Computer and TechnologyJPMJPMorgan Chase & Co.$117,084,471$5,098,646 ▼-4.2%403,8652.2%FinanceABTAbbott Laboratories$115,119,235$507,861 ▲0.4%846,4032.2%MedicalHLTHilton Worldwide$110,976,687$4,080,062 ▼-3.5%416,6732.1%Consumer DiscretionaryFIFiserv$109,463,626$16,660,668 ▲18.0%634,9032.1%Business ServicesWATWaters$86,976,580$251,658 ▼-0.3%249,1881.7%MedicalGOOGLAlphabet$75,185,312$3,601,082 ▼-4.6%426,6321.4%Computer and TechnologyJEFJefferies Financial Group$70,186,630$1,616,089 ▼-2.3%1,283,3541.3%FinanceMTDRMatador Resources$67,181,261$5,111,098 ▼-7.1%1,407,8221.3%EnergyQCOMQUALCOMM$54,185,030$118,171 ▲0.2%340,2301.0%Computer and TechnologyMAMastercard$53,730,939$2,137,617 ▼-3.8%95,6171.0%Business ServicesMKLMarkel Group$50,633,076$8,742,445 ▼-14.7%25,3501.0%Multi-Sector ConglomeratesWABWabtec$50,613,503$1,475,080 ▼-2.8%241,7651.0%TransportationRUSHARush Enterprises$50,551,296$2,182,685 ▼-4.1%981,3881.0%Retail/WholesaleBRK.BBerkshire Hathaway$45,966,127$1,507,835 ▲3.4%94,6250.9%FinanceAMZNAmazon.com$39,253,335$6,528,182 ▲19.9%178,9200.7%Retail/WholesaleBNBrookfield$34,855,877$129,885 ▼-0.4%563,5550.7%FinanceJNJJohnson & Johnson$34,667,376$507,894 ▼-1.4%226,9550.7%MedicalLOWLowe's Companies$31,537,267$1,493,851 ▼-4.5%142,1430.6%Retail/WholesaleWMTWalmart$29,403,130$480,980 ▼-1.6%300,7070.6%Retail/WholesaleUNPUnion Pacific$29,367,641$6,422,913 ▼-17.9%127,6410.6%TransportationWMBWilliams Companies$28,357,082$138,182 ▼-0.5%451,4740.5%EnergyGLOBALSTAR INC$27,808,664$61,348 ▲0.2%1,180,8350.5%COMEPDEnterprise Products Partners$27,749,609$2,928,895 ▼-9.5%894,8600.5%EnergyWBDWarner Bros. Discovery$25,706,831$1,192,986 ▼-4.4%2,243,1790.5%Consumer DiscretionaryAAPLApple$23,177,205$504,102 ▲2.2%112,9660.4%Computer and TechnologyHUBBHubbell$20,326,157$367,569 ▼-1.8%49,7690.4%IndustrialsESGREnstar Group$19,406,627$11,648,483 ▼-37.5%57,6960.4%FinanceTEVATeva Pharmaceutical Industries$18,418,989$1,202,530 ▼-6.1%1,098,9850.4%MedicalSMITH DOUGLAS HOMES CO COM SHS$16,229,003$102,732 ▼-0.6%835,6850.3%COMENBEnbridge$15,752,960$27,192 ▼-0.2%347,5940.3%EnergyDUKDuke Energy$14,863,870$47,200 ▼-0.3%125,9650.3%UtilitiesSYYSysco$13,793,087$15,148 ▼-0.1%182,1110.3%Consumer StaplesSHWSherwin-Williams$12,279,584$815,823 ▼-6.2%35,7630.2%Basic MaterialsARESAres Management$11,359,668$994,168 ▼-8.0%65,5870.2%FinancePKEPark Aerospace$11,108,473$143,269 ▼-1.3%752,0970.2%AerospaceNTRNutrien$10,834,970$45,427 ▼-0.4%186,0400.2%Basic MaterialsVZVerizon Communications$10,074,166$90,867 ▼-0.9%232,8210.2%Computer and TechnologyDOVDover$10,005,833$2,242,737 ▼-18.3%54,6080.2%IndustrialsFTREFortrea$9,973,524$4,525,924 ▼-31.2%2,018,9320.2%MedicalCOSTCostco Wholesale$9,781,158$30,687 ▼-0.3%9,8810.2%Retail/WholesaleCWGLCrimson Wine Group$9,391,536$47,300 ▼-0.5%1,707,5520.2%Consumer StaplesDIBS1stdibs.com$9,041,502$155,669 ▼-1.7%3,287,8190.2%Retail/WholesaleADPAutomatic Data Processing$8,686,086$20,971 ▼-0.2%28,1650.2%Computer and TechnologyPGProcter & Gamble$8,274,762$39,352 ▲0.5%51,9380.2%Consumer StaplesMRKMerck & Co., Inc.$7,732,470$729,060 ▼-8.6%97,6820.1%MedicalTSQTownsquare Media$7,652,332$187,554 ▲2.5%967,4250.1%Consumer DiscretionaryKKRKKR & Co. Inc.$7,644,702$438,999 ▼-5.4%57,4660.1%FinanceFDXFedEx$6,715,647$37,279 ▼-0.6%29,5440.1%TransportationHDHome Depot$6,668,815$38,497 ▲0.6%18,1890.1%Retail/WholesalePGRProgressive$6,528,463$1,018,871 ▲18.5%24,4640.1%FinanceKMBKimberly-Clark$5,736,682$32,230 ▼-0.6%44,4980.1%Consumer StaplesBAMBrookfield Asset Management$5,367,799$287,401 ▼-5.1%97,1020.1%FinanceAXSAxis Capital$4,952,837$311,460 ▼-5.9%47,7060.1%FinanceXOMExxon Mobil$4,843,885$120,736 ▼-2.4%44,9340.1%EnergyVVisa$4,766,546$314,929 ▼-6.2%13,4250.1%Business ServicesVTSVitesse Energy$4,602,363$10,382 ▼-0.2%208,3460.1%EnergyAWIArmstrong World Industries$4,427,465$16,244 ▼-0.4%27,2560.1%ConstructionLINDE PLC COM$3,889,9710.0%8,2910.1%COMGLDSPDR Gold Shares$3,497,9240.0%11,4750.1%FinanceABBVAbbVie$3,395,175$18,562 ▲0.5%18,2910.1%MedicalMTBM&T Bank$3,385,319$320,471 ▼-8.6%17,4510.1%FinancePEPPepsiCo$3,156,094$19,277 ▲0.6%23,9030.1%Consumer StaplesIVViShares Core S&P 500 ETF$2,736,3060.0%4,4070.1%ETFDEDeere & Company$2,720,422$76,274 ▲2.9%5,3500.1%IndustrialsGLGlobe Life$2,625,6260.0%21,1250.1%FinanceBKBank of New York Mellon$2,357,641$53,846 ▼-2.2%25,8770.0%FinancePFEPfizer$2,148,277$27,125 ▲1.3%88,6250.0%MedicalGEGE Aerospace$1,869,1660.0%7,2620.0%AerospaceNSRGYNestle$1,816,563$9,932 ▲0.5%18,2900.0%Consumer StaplesTJXTJX Companies$1,669,7080.0%13,5210.0%Retail/WholesaleDOXAmdocs$1,617,229$9,854 ▲0.6%17,7250.0%Computer and TechnologyMETAMeta Platforms$1,538,180$14,024 ▼-0.9%2,0840.0%Computer and TechnologyRTXRTX$1,491,594$66,439 ▼-4.3%10,2150.0%AerospaceCVXChevron$1,465,836$34,366 ▼-2.3%10,2370.0%EnergyCVSCVS Health$1,438,451$7,588 ▼-0.5%20,8530.0%MedicalVOOVanguard S&P 500 ETF$1,422,9150.0%2,5050.0%ETFWMSAdvanced Drainage Systems$1,400,603$214,903 ▼-13.3%12,1940.0%ConstructionAMGNAmgen$1,393,876$24,292 ▲1.8%4,9920.0%MedicalPEGPublic Service Enterprise Group$1,380,5520.0%16,4000.0%UtilitiesRKTRocket Companies$1,276,200$1,276,200 ▲New Holding90,0000.0%FinanceDHRDanaher$1,263,268$3,161 ▼-0.2%6,3950.0%MedicalHESHess$1,246,8600.0%9,0000.0%EnergyKOCocaCola$1,232,536$149,990 ▼-10.8%17,4210.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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