Beck Mack & Oliver Llc Portfolio Stock Holdings
Beck Mack & Oliver Llc disclosed 195 stock positions valued at approximately $4.8 billion in its latest SEC 13F filing. The largest holdings include APOLLO GLOBAL MGMT INC, BLACKSTONE INC., and GALLAGHER ARTHUR J. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 195
- Portfolio Value
- $4.8B
Holdings by Sector
Beck Mack & Oliver Llc Portfolio Holdings in Q1 2026
165 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 6.35% | 2,764,959 | +383 | +0.01% | $308,071,708 |
| BLACKSTONE INC. | BX | Financial Services | 5.36% | 2,259,068 | +109,654 | +5.10% | $259,770,259 |
| GALLAGHER ARTHUR J | AJG | Financial Services | 4.75% | 1,062,566 | +183,507 | +20.88% | $230,130,544 |
| MICROSOFT CORP | MSFT | Technology | 4.25% | 556,336 | -11,240 | -1.98% | $205,938,946 |
| FERGUSON ENTERPRISES INC. | FERG | Industrials | 4.01% | 832,656 | -10,822 | -1.28% | $194,225,339 |
| SCHWAB CHARLES CP NEW COM | SCHW | Financial Services | 3.96% | 2,043,395 | -21,503 | -1.04% | $192,038,279 |
| SOMNIGROUP INTERNATIONAL COM | TPX | Consumer Cyclical | 3.67% | 2,409,447 | +85,832 | +3.69% | $178,106,322 |
| RADNET INC COM | RDNT | Healthcare | 3.65% | 3,166,192 | -65,259 | -2.02% | $176,958,471 |
| LABCORP HOLDINGS | LH | Healthcare | 3.39% | 616,631 | -10,406 | -1.66% | $164,523,317 |
| ZURN ELKAY WATER SOLUTIONS COR | ZWS | Industrials | 3.23% | 3,497,990 | -87,859 | -2.45% | $156,849,872 |
| CREDIT ACCEP CORP MICH COM | CACC | Financial Services | 2.70% | 308,984 | -1,364 | -0.44% | $130,842,365 |
| WATERS CORPORATION | WAT | Healthcare | 2.65% | 432,206 | +41,551 | +10.64% | $128,710,947 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2.54% | 407,989 | -1,520 | -0.37% | $123,408,629 |
| JPMORGAN CHASE & CO. | JPM | Financial Services | 2.35% | 387,735 | -9,239 | -2.33% | $114,056,096 |
| ABBOTT LABS | ABT | Healthcare | 1.98% | 935,427 | +60,698 | +6.94% | $96,040,293 |
| MATADOR RES CO COM | MTDR | Energy | 1.77% | 1,358,532 | -73,792 | -5.15% | $85,832,073 |
| RUSH ENTERPRISES INC CL A | RUSHA | Consumer Cyclical | 1.31% | 957,622 | -26,274 | -2.67% | $63,308,390 |
| ROPER TECHNOLOGIES INC COM | ROP | Technology | 1.19% | 163,152 | -67,943 | -29.40% | $57,733,120 |
| WABTEC CORPORATION | WAB | Industrials | 1.18% | 229,162 | -1,811 | -0.78% | $57,269,875 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.08% | 214,154 | -5,540 | -2.52% | $52,347,864 |
| JEFFERIES FINANCIAL GROUP | JEF | Financial Services | 1.04% | 1,223,102 | -9,195 | -0.75% | $50,477,420 |
| MASTERCARD INC CL A | MA | Financial Services | 0.99% | 96,053 | +178 | +0.19% | $47,993,941 |
| BLUE OWL CAPITAL INC COM CL A | OWL | Financial Services | 0.99% | 5,251,478 | -2,515,415 | -32.39% | $47,945,994 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 0.98% | 228,395 | +21,036 | +10.14% | $47,567,899 |
| BERKSHIRE HATHAW.CLB | BRK-B | Financial Services | 0.88% | 89,078 | -3,089 | -3.35% | $42,686,317 |
| QUALCOMM INC COM | QCOM | Technology | 0.88% | 329,715 | +3,707 | +1.14% | $42,460,698 |
| MARKEL GROUP INC. | MKL | Financial Services | 0.77% | 19,611 | -1,990 | -9.21% | $37,536,827 |
| WAL MART INC. | WMT | Consumer Defensive | 0.74% | 289,097 | -4,200 | -1.43% | $35,928,975 |
| WARNER BROS DISCOVERY INC COM | WBD | Communication Services | 0.68% | 1,209,020 | -661,700 | -35.37% | $33,199,689 |
| BROOKFIELD CORP CL A LMT VTG S | BN | Financial Services | 0.67% | 803,985 | -38,013 | -4.51% | $32,537,273 |
| TEVA PHARMAC.IND.ADR | TEVA | Healthcare | 0.65% | 1,051,700 | -4,800 | -0.45% | $31,677,204 |
| ENTERPRISE PRODS PARTNERS LP | EPD | Energy | 0.64% | 817,046 | +21,964 | +2.76% | $30,917,021 |
| WILLIAMS COS INC DEL | WMB | Energy | 0.64% | 424,135 | -2,550 | -0.60% | $30,868,545 |
| UNION PAC CORP | UNP | Industrials | 0.63% | 126,697 | -709 | -0.56% | $30,739,226 |
| APPLE INC COM | AAPL | Technology | 0.61% | 116,517 | -883 | -0.75% | $29,570,814 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 0.59% | 122,080 | -16,974 | -12.21% | $28,845,062 |
| HUBBELL INC COM | HUBB | Industrials | 0.49% | 48,837 | -400 | -0.81% | $23,966,269 |
| ALCON INC ORD SHS | ALC | Other | 0.32% | 209,080 | +182,080 | +674.37% | $15,754,178 |
| NUTRIEN LTD COM | NTR | Basic Materials | 0.28% | 180,910 | -5,730 | -3.07% | $13,651,469 |
| ARES MGMT L P COM UNIT RP IN | ARES | Financial Services | 0.26% | 117,550 | +40,984 | +53.53% | $12,824,705 |
| SYSCO CORP COM | SYY | Consumer Defensive | 0.26% | 179,606 | -1,105 | -0.61% | $12,811,296 |
| PARK AEROSPACE CORP. | PKE | Industrials | 0.24% | 422,974 | -244,912 | -36.67% | $11,581,028 |
| VERIZON COMM. | VZ | Communication Services | 0.23% | 225,492 | +5,371 | +2.44% | $11,319,700 |
| SMITH DOUGLAS HOMES CO COM SHS | SDHC | Real Estate | 0.22% | 850,593 | +34,146 | +4.18% | $10,887,590 |
| MERCK & CO INC | MRK | Healthcare | 0.22% | 89,619 | -8,307 | -8.48% | $10,780,286 |
| COSTCO WHSL CORP NEW | COST | Consumer Defensive | 0.22% | 10,506 | -5 | -0.05% | $10,468,051 |
| FEDEX CORP | FDX | Industrials | 0.20% | 26,914 | -1,500 | -5.28% | $9,586,229 |
| THE BALDWIN INSURANCE COM CL A | BWIN | Financial Services | 0.19% | 427,085 | +137,310 | +47.39% | $9,370,245 |
| FORTREA HOLDINGS INC. | FTRE | Healthcare | 0.18% | 947,748 | +143,097 | +17.78% | $8,927,786 |
| SHERWIN WILLIAMS CO COM | SHW | Basic Materials | 0.17% | 26,425 | -2,185 | -7.64% | $8,470,534 |
| DOVER CORP | DOV | Industrials | 0.17% | 39,161 | -10,833 | -21.67% | $8,163,110 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 0.16% | 55,370 | +3,432 | +6.61% | $7,997,643 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 45,577 | -260 | -0.57% | $7,732,671 |
| 1STDIBS COM INC COM | DIBS | Consumer Cyclical | 0.15% | 1,298,261 | -652,217 | -33.44% | $7,140,436 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.13% | 19,404 | - | - | $6,381,782 |
| COOPER COS INC COM NEW | COO | Healthcare | 0.11% | 75,000 | +34,000 | +82.93% | $5,362,500 |
| SPDR GOLD TRUST | GLD | Other | 0.10% | 11,315 | - | - | $4,868,731 |
| AXIS CAP.HOLDGS.LTD. | G0692U109 | Other | 0.10% | 47,681 | - | - | $4,835,330 |
| PROGRESSIVE CORP OHIO | PGR | Financial Services | 0.10% | 24,214 | -250 | -1.02% | $4,800,183 |
| VISA INC COM CL A | V | Financial Services | 0.10% | 15,693 | -123 | -0.78% | $4,742,913 |
| KIMBERLY CLARK CORP | KMB | Consumer Defensive | 0.09% | 43,198 | -400 | -0.92% | $4,167,311 |
| ROCKET COS INC COM CL A | RKT | Financial Services | 0.08% | 285,000 | +20,000 | +7.55% | $4,061,250 |
| BROOKFIELD ASSET MANAG CL A LM | BAM | Financial Services | 0.08% | 89,766 | -4,362 | -4.63% | $3,990,099 |
| KKR & CO INC. | KKR | Financial Services | 0.08% | 42,990 | -12,230 | -22.15% | $3,976,575 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 17,972 | -30 | -0.17% | $3,718,407 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.07% | 23,222 | +1,984 | +9.34% | $3,606,076 |
| VITESSE ENERGY INC | VTS | Energy | 0.07% | 198,292 | -1,881 | -0.94% | $3,600,983 |
| M & T BK CORP | MTB | Financial Services | 0.07% | 16,251 | - | - | $3,359,407 |
| TOWNSQUARE MEDIA INC CL A | TSQ | Communication Services | 0.07% | 614,652 | -458,948 | -42.75% | $3,337,560 |
| AUTOM.DATA PROCESSING | ADP | Technology | 0.06% | 15,483 | -10,300 | -39.95% | $3,145,836 |
| LINDE PLC COM | LIN | Other | 0.06% | 6,246 | -2,045 | -24.67% | $3,096,517 |
| KINSALE CAP GROUP INC COM | KNSL | Financial Services | 0.06% | 9,000 | +9,000 | +100.00% | $3,074,940 |
| DEERE & CO COM | DE | Industrials | 0.06% | 5,300 | - | - | $2,985,490 |
| GLOBE LIFE INC COM | GL | Financial Services | 0.06% | 21,125 | - | - | $2,939,966 |
| ISHARES S&P 500 INDEX FUND | IVV | Other | 0.06% | 4,407 | - | - | $2,878,696 |
| MARRIOT INTERNATIONAL INC CL A | MAR | Consumer Cyclical | 0.05% | 7,715 | +7,715 | +100.00% | $2,523,345 |
| PFIZER INC | PFE | Healthcare | 0.05% | 88,126 | -500 | -0.56% | $2,474,568 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.04% | 13,551 | -70 | -0.51% | $2,164,095 |
| NVIDIA CORP COM | NVDA | Technology | 0.04% | 12,021 | -160 | -1.31% | $2,096,462 |
| RTX CORP. | RTX | Industrials | 0.04% | 10,715 | - | - | $2,066,924 |
| GE AEROSPACE | GE | Industrials | 0.04% | 7,262 | - | - | $2,060,738 |
| GE VERNOVA INC COM | GEV | Utilities | 0.04% | 2,166 | +251 | +13.11% | $1,890,701 |
| TAIWAN SEMICONDUCTOR-SP ADR | TSM | Technology | 0.04% | 5,427 | - | - | $1,834,055 |
| NESTLE SA SPONSORED ADR | NSRGY | Consumer Defensive | 0.04% | 17,570 | - | - | $1,741,187 |
| US BANCORP DEL COM | USB | Financial Services | 0.03% | 32,189 | +25,536 | +383.83% | $1,674,150 |
| COCA-COLA CO | KO | Consumer Defensive | 0.03% | 21,579 | +3,443 | +18.98% | $1,641,083 |
| ADVANCED DRAIN SYS INC COM | WMS | Industrials | 0.03% | 11,662 | +1,219 | +11.67% | $1,599,210 |
| LOAR HOLDINGS INC. | LOAR | Industrials | 0.03% | 27,000 | +22,000 | +440.00% | $1,546,830 |
| SLB LIMITED | SLB | Energy | 0.03% | 28,800 | - | - | $1,480,032 |
| VANGUARD INDEX FDS S&P 500 ETF | VOO | Other | 0.03% | 2,319 | -200 | -7.94% | $1,385,718 |
| NEXTERA ENERGY INC. | NEE | Utilities | 0.03% | 14,827 | -1 | -0.01% | $1,377,132 |
| FASTENAL CO | FAST | Industrials | 0.03% | 28,640 | - | - | $1,328,896 |
| PUBLIC SERVICE ENTERPRISE GR | PEG | Utilities | 0.03% | 16,400 | - | - | $1,327,580 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.03% | 18,896 | - | - | $1,246,947 |
| EDWARDS LIFESCIENCES COR | EW | Healthcare | 0.02% | 15,120 | - | - | $1,210,810 |
| SHELL PLC SPON ADS | SHEL | Energy | 0.02% | 12,947 | - | - | $1,204,071 |
| DOMINION ENERGY | D | Utilities | 0.02% | 18,693 | - | - | $1,155,601 |
| PNC FINL SVCS GROUP COM | PNC | Financial Services | 0.02% | 5,309 | - | - | $1,104,750 |
| GOLDMAN SACHS GROUP | GS | Financial Services | 0.02% | 1,219 | +947 | +348.16% | $1,031,262 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.02% | 1,503 | -2 | -0.13% | $977,461 |