Beck Mack & Oliver LLC Top Holdings and 13F Report (2026) About Beck Mack & Oliver LLCInvestment ActivityBeck Mack & Oliver LLC has $5.13 billion in total holdings as of June 30, 2026.Beck Mack & Oliver LLC owns shares of 201 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.01% of the portfolio was purchased this quarter.About 3.94% of the portfolio was sold this quarter.This quarter, Beck Mack & Oliver LLC has purchased 195 new stocks and bought additional shares in 36 stocks.Beck Mack & Oliver LLC sold shares of 79 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apollo Global Management $318,703,295Alphabet $284,121,840Blackstone $262,410,719Arthur J. Gallagher & Co. $243,781,531SUNBELT RENTALS HOLDING COMMON $237,047,155 Largest New Holdings this Quarter 83601L102 - Sotera Health $9,805,988 Holding30233Q108 - EXXONMOBIL HOLDINGS CORPORATIO $6,143,849 Holding314352105 - FEDEX FGHT HLDG CO INC COMMON $1,994,408 Holding550249106 - LUMEXA IMAGING HOLDING COM $1,925,496 Holding04339D105 - ARXIS INC CL A COM $1,038,150 Holding Largest Purchases this Quarter Alcon 628,476 shares (about $42.17M)Abbott Laboratories 188,100 shares (about $17.07M)Sotera Health 552,450 shares (about $9.81M)EXXONMOBIL HOLDINGS CORPORATIO 44,937 shares (about $6.14M)SOMNIGROUP INTERNATIONAL COM 59,038 shares (about $4.63M) Largest Sales this Quarter Alphabet 116,812 shares (about $41.27M)CoStar Group 842,742 shares (about $23.87M)SUNBELT RENTALS HOLDING COMMON 208,565 shares (about $15.60M)FERGUSON ENTERPRISES INC. 54,811 shares (about $13.01M)Hilton Worldwide 34,173 shares (about $11.29M) 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$318,703,295$8,419,059 â–¼-2.6%2,693,7986.2%FinanceGOOGAlphabet$284,121,840$41,273,184 â–¼-12.7%804,1265.5%Communication ServicesBXBlackstone$262,410,719$3,413,842 â–¼-1.3%2,230,0565.1%FinanceAJGArthur J. Gallagher & Co.$243,781,531$151,746 â–¼-0.1%1,061,9054.8%FinanceSUNBELT RENTALS HOLDING COMMON$237,047,155$15,602,748 â–¼-6.2%3,168,6564.6%COMMSFTMicrosoft$203,644,354$3,880,155 â–¼-1.9%545,9344.0%TechnologyRDNTRadNet$195,098,719$160,342 â–¼-0.1%3,163,5923.8%HealthcareCACCCredit Acceptance$194,831,615$1,910,857 â–¼-1.0%305,9833.8%FinanceSOMNIGROUP INTERNATIONAL COM$193,529,224$4,628,579 â–²2.5%2,468,4853.8%COMSCHWCharles Schwab$186,093,843$2,450,230 â–¼-1.3%2,016,8403.6%FinanceFERGUSON ENTERPRISES INC.$184,605,954$13,008,295 â–¼-6.6%777,8453.6%COMZWSZurn Elkay Water Solutions Cor$173,388,945$3,364,490 â–¼-1.9%3,431,4063.4%IndustrialsLABCORP HOLDINGS$169,468,040$3,188,640 â–¼-1.8%605,2433.3%COMWATWaters$162,823,241$728,703 â–²0.4%434,1493.2%HealthcareAXPAmerican Express$136,585,142$1,417,269 â–¼-1.0%403,7992.7%FinanceJPMJPMorgan Chase & Co.$122,707,799$4,209,463 â–¼-3.3%374,8752.4%FinanceHLTHilton Worldwide$119,089,523$11,292,810 â–¼-8.7%360,3752.3%Consumer DiscretionaryABTAbbott Laboratories$101,948,843$17,068,195 â–²20.1%1,123,5272.0%HealthcareGLOBALSTAR INC$89,771,799$1,038,805 â–¼-1.1%1,104,3401.8%COMGOOGLAlphabet$79,717,720$6,977,999 â–¼-8.0%223,0681.6%Communication ServicesRUSHARush Enterprises$67,895,610$1,996,432 â–¼-2.9%930,2681.3%IndustrialsMTDRMatador Resources$67,607,469$20,260 â–¼0.0%1,358,1251.3%EnergyWABWabtec$61,868,347$86,272 â–²0.1%229,4821.2%IndustrialsJEFJefferies Financial Group$61,083,907$46,731 â–¼-0.1%1,222,1671.2%FinanceQCOMQualcomm$60,754,332$173,703 â–¼-0.3%328,7751.2%TechnologyCSGPCoStar Group$59,025,479$23,866,454 â–¼-28.8%2,084,2331.2%Real EstateAMZNAmazon.com$57,813,502$3,377,759 â–²6.2%242,5671.1%Consumer DiscretionaryALCAlcon$56,200,008$42,170,740 â–²300.6%837,5561.1%HealthcareROPER TECHNOLOGIES INC COM$53,279,990$1,929,167 â–¼-3.5%157,4511.0%COMJNJJohnson & Johnson$52,602,680$1,785,914 â–¼-3.3%207,1221.0%HealthcareMAMastercard$49,585,660$252,692 â–²0.5%96,5451.0%FinanceBRK.BBerkshire Hathaway$44,053,980$519,907 â–¼-1.2%88,0390.9%FinanceOWLBlue Owl Capital$42,178,719$3,771,714 â–¼-8.2%4,820,4250.8%FinanceMKLMarkel Group$38,847,322$546,843 â–²1.4%19,8910.8%FinanceTEVATeva Pharmaceutical Industries$35,823,865$192,269 â–²0.5%1,057,3750.7%HealthcareBNBrookfield$34,825,928$584,207 â–²1.7%817,7020.7%FinanceAAPLApple$33,699,404$15,915 â–¼0.0%116,4620.7%TechnologyUNPUnion Pacific$33,219,904$1,241,680 â–¼-3.6%122,1320.6%IndustrialsWAL MART INC.$32,736,897$6,229 â–¼0.0%289,0420.6%COMWMBWilliams Companies$31,235,810$294,386 â–¼-0.9%420,1750.6%EnergyEPDEnterprise Products Partners$30,307,480$272,869 â–²0.9%824,4690.6%EnergyLOWLowe's Companies$26,494,960$422,459 â–¼-1.6%120,1640.5%Consumer DiscretionaryWBDWarner Bros. Discovery$25,650,759$6,581,714 â–¼-20.4%962,1440.5%Communication ServicesHUBBHubbell$25,238,645$312,874 â–¼-1.2%48,2390.5%IndustrialsENBEnbridge$17,352,404$10,842 â–¼-0.1%320,0960.3%EnergyDUKDuke Energy$15,999,079$163,288 â–²1.0%126,3950.3%UtilitiesARESAres Management$15,544,352$2,459,843 â–²18.8%139,6490.3%FinanceSYYSysco$15,115,109$103,639 â–²0.7%180,8460.3%Consumer StaplesFTREFortrea$14,524,789$1,966,026 â–¼-11.9%834,7580.3%HealthcareSMITH DOUGLAS HOMES CO COM SHS$12,976,910$241,305 â–¼-1.8%835,0650.3%COMBRPThe Baldwin Insurance Group$11,642,572$290,652 â–²2.6%438,0200.2%FinanceNTRNutrien$11,484,283$95,999 â–²0.8%182,4350.2%MaterialsMRKMerck & Co., Inc.$11,334,232$181,828 â–¼-1.6%88,2040.2%HealthcareSHCSotera Health$9,805,988$9,805,988 â–²New Holding552,4500.2%HealthcareVZVerizon Communications$9,498,980$48,352 â–¼-0.5%224,3500.2%Communication ServicesDOVDover$9,423,348$640,319 â–²7.3%42,0160.2%IndustrialsCOSTCostco Wholesale$9,208,351$619,253 â–¼-6.3%9,8440.2%Consumer StaplesSHWSherwin-Williams$8,747,794$350,862 â–¼-3.9%25,4060.2%MaterialsFDXFedEx$8,262,248$165,333 â–¼-2.0%26,3860.2%IndustrialsPGProcter & Gamble$8,118,724$733 â–¼0.0%55,3650.2%Consumer StaplesDIBS1stdibs.com$6,309,343$52,136 â–¼-0.8%1,287,6210.1%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORPORATIO$6,143,849$6,143,849 â–²New Holding44,9370.1%COMHDHome Depot$6,077,382$766,021 â–¼-11.2%17,2320.1%Consumer DiscretionaryPKEPark Aerospace$6,042,598$10,098,090 â–¼-62.6%158,3490.1%IndustrialsCWGLCrimson Wine Group$6,038,756$644,736 â–¼-9.6%1,367,4720.1%Consumer StaplesPGRProgressive$5,232,751$56,797 â–¼-1.1%23,9540.1%FinanceAXSAxis Capital$5,122,8470.0%47,6810.1%FinanceRKTRocket Companies$4,928,175$439,425 â–²9.8%312,9000.1%FinanceKIMBERLY CLARK CORP$4,741,8440.0%43,1980.1%COMCOOPER COS INC COM NEW$4,557,529$820,721 â–¼-15.3%63,5550.1%COMABBVAbbVie$4,440,188$859,602 â–²24.0%17,6450.1%HealthcareAWIArmstrong World Industries$4,331,180$705,848 â–²19.5%26,9990.1%IndustrialsLINDE PLC COM$4,279,179$1,037,880 â–²32.0%8,2460.1%COMGLDSPDR Gold Shares$4,168,2200.0%11,3150.1%ETFKKRKKR & Co. Inc.$4,129,182$183,560 â–²4.7%44,9900.1%FinanceVVisa$4,011,648$1,372,325 â–¼-25.5%11,6930.1%FinanceBAMBrookfield Asset Management$3,849,027$176,978 â–¼-4.4%85,8200.1%FinanceGLGlobe Life$3,774,6150.0%21,1250.1%FinanceMTBM&T Bank$3,624,416$243,484 â–¼-6.3%15,2280.1%FinanceDEDeere & Company$3,361,9490.0%5,3000.1%IndustrialsTSQTownsquare Media$3,346,938$998,652 â–¼-23.0%473,4000.1%Communication ServicesIVViShares Core S&P 500 ETF$3,300,3580.0%4,4070.1%ETFVTSVitesse Energy$3,121,514$5,551 â–¼-0.2%197,9400.1%EnergyCVXChevron$2,904,447$74,592 â–¼-2.5%17,5220.1%EnergyMARMarriott International$2,859,1020.0%7,7150.1%Consumer DiscretionaryPEPPepsiCo$2,845,100$299,092 â–¼-9.5%21,0130.1%Consumer StaplesGEGE Aerospace$2,714,0270.0%7,2620.1%IndustrialsTSMTaiwan Semiconductor Manufacturing$2,619,471$27,699 â–²1.1%5,4850.1%TechnologyGE VERNOVA INC COM$2,494,228$50,519 â–¼-2.0%2,1230.0%COMNVDANVIDIA$2,485,318$80,036 â–²3.3%12,4210.0%TechnologyLOAR HOLDINGS INC.$2,176,4700.0%27,0000.0%COMPFEPfizer$2,122,0680.0%88,1260.0%HealthcareTJXTJX Companies$2,045,402$7,575 â–¼-0.4%13,5010.0%Consumer DiscretionaryRTXRTX$2,031,060$1,897 â–¼-0.1%10,7050.0%IndustrialsFEDEX FGHT HLDG CO INC COMMON$1,994,408$1,994,408 â–²New Holding13,2080.0%COMUSBU.S. Bancorp$1,944,2160.0%32,1890.0%FinanceLUMEXA IMAGING HOLDING COM$1,925,496$1,925,496 â–²New Holding170,7000.0%COMNSRGYNestle$1,804,2630.0%17,5700.0%Consumer StaplesWMSAdvanced Drainage Systems$1,773,334$57,133 â–¼-3.1%11,2980.0%IndustrialsKOCocaCola$1,706,995$46,730 â–¼-2.7%21,0040.0%Consumer StaplesShowing largest 100 holdings. 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