Professional Advisory Services Inc Portfolio Stock Holdings

Professional Advisory Services Inc disclosed 93 stock positions valued at approximately $835,679 in its latest SEC 13F filing. The largest holdings include ALPHABET, INC. CLASS C, MICROSOFT, and AMAZON. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.

Report Period
June 30, 2026
No. of Stocks
93
Portfolio Value
$835.7K
Holdings by Sector
Professional Advisory Services Inc Portfolio Holdings in Q2 2026

89 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ALPHABET, INC. CLASS CGOOGCommunication Services4.81%113,672-9,419-7.65%$40,164
MICROSOFTMSFTTechnology4.14%92,639+1,134+1.24%$34,556
AMAZONAMZNConsumer Cyclical4.13%144,964-8,710-5.67%$34,551
THERMO FISHER SCIENTIFICTMOHealthcare3.89%64,819+5,804+9.83%$32,498
BERKSHIRE HATHAWAY INC-BBRK-BFinancial Services3.86%64,394+2,813+4.57%$32,222
AMPHENOL CORPAPHTechnology3.82%180,955+180,955+100.00%$31,906
ISHARES TR S&P MID ETFIJHOther3.59%389,361+4,701+1.22%$30,024
ADVANCED MICRO DEVICESAMDTechnology3.55%51,067-59,305-53.73%$29,665
APPLEAAPLTechnology3.44%99,215+3,992+4.19%$28,709
ISHARES MSCI EM EX CHINAEMXCOther3.37%275,475-131,948-32.39%$28,181
JACOBS SOLUTIONS INCJIndustrials3.22%213,566+25,179+13.37%$26,909
ELEVANCE HEALTH INCELVHealthcare3.18%68,657-8,231-10.71%$26,552
PEPSICOPEPConsumer Defensive3.16%194,772+28,358+17.04%$26,372
STRYKERSYKHealthcare3.14%83,421+19,767+31.05%$26,264
BOOKING HOLDINGSBKNGConsumer Cyclical3.06%143,331+137,626+2412.38%$25,547
SYSCO CORPSYYConsumer Defensive2.99%299,057+47,783+19.02%$24,995
ARTHUR J. GALLAGHERAJGFinancial Services2.98%108,452+11,371+11.71%$24,897
US BANCORPUSBFinancial Services2.92%403,988-15,507-3.70%$24,401
VISA INCVFinancial Services2.91%70,879+2,467+3.61%$24,318
GENERAL DYNAMICS COPRGDIndustrials2.84%67,028+2,562+3.97%$23,744
S&P GLOBAL, INC.SPGIFinancial Services2.72%55,728+5,228+10.35%$22,696
CARRIER GLOBAL CORPCARRIndustrials2.65%301,813-6,111-1.98%$22,138
ANALOG DEVICESADITechnology2.63%55,283-11,340-17.02%$21,957
TJX COMPANIESTJXConsumer Cyclical2.59%142,656+3,830+2.76%$21,612
AT&TTCommunication Services2.48%1,001,112+587,906+142.28%$20,723
TRUIST FINANCIAL CORPTFCFinancial Services2.28%383,037-29,750-7.21%$19,083
ADOBE SYS INC COMADBETechnology1.62%65,887+2,478+3.91%$13,508
LAM RESEARCH CORPLRCXOther1.61%31,102-17,968-36.62%$13,477
APPLIED MATERIALSAMATTechnology1.14%13,230-6,661-33.49%$9,565
ASML HOLDINGSASMLOther1.04%4,350-1,253-22.36%$8,654
VANGUARD SH TERM BD ETFVCSHOther0.74%77,950-8,123-9.44%$6,160
JOHNSON & JOHNSONJNJHealthcare0.55%18,214-47-0.26%$4,626
VANGUARD TOTAL STK MKTVTIOther0.50%11,260--$4,167
ALPHABET, INC. CLASS AGOOGLCommunication Services0.47%11,055+930+9.19%$3,951
VANGUARD S&P 500 ETFVOOOther0.26%3,213+285+9.73%$2,207
NVIDIA CORPNVDATechnology0.24%9,955+1,260+14.49%$1,992
INVESCO S&P 500 EW ETFRSPOther0.24%9,257+1,602+20.93%$1,970
PROCTER & GAMBLEPGConsumer Defensive0.20%11,543+50+0.44%$1,693
ISHARES ST TREASURY ETFSHVOther0.17%12,680-11,087-46.65%$1,399
SPDR S&P500 ETF TRUSTSPYOther0.15%1,730-80-4.42%$1,292
ROCKWELL AUTOMATION INC.ROKIndustrials0.14%2,350+1,500+176.47%$1,163
ABBVIE INC.ABBVHealthcare0.14%4,500+1,500+50.00%$1,132
EXXON MOBIL CORPXOMEnergy0.13%7,658--$1,047
MERCK & CO.MRKHealthcare0.12%7,972--$1,024
HOME DEPOT INCHDConsumer Cyclical0.11%2,520+720+40.00%$889
CISCO SYSTEMSCSCOTechnology0.11%7,528--$884
ISHARES TR CORE S&P 500IVVOther0.10%1,145+1,145+100.00%$857
ORACLE CORPORATIONORCLTechnology0.10%5,804--$851
INT'L BUSINESS MACHINESIBMTechnology0.10%2,933--$825
BOEINGBAIndustrials0.10%3,697--$800
AMERICAN EXPRESS COAXPFinancial Services0.09%2,250+750+50.00%$761
BROADCOM INCAVGOTechnology0.09%1,985+1,985+100.00%$750
BERKSHIRE A (1SH /100)BRK-AFinancial Services0.09%100--$749
CHEVRON-TEXACO CORPCVXEnergy0.08%4,000--$663
ISHARES TR RUS 1000 GRWIWFOther0.07%4,632+3,474+300.00%$575
PFIZER INCPFEHealthcare0.07%23,492+100+0.43%$566
INTELINTCTechnology0.07%4,000+4,000+100.00%$559
ISHARES RUSSELL 2000IWMOther0.06%1,735--$521
NEXTERA ENERGY INCNEEUtilities0.06%5,724--$502
ISHARES GOLD TRUSTIAUOther0.06%6,410--$484
VANGUARD RUS2K GROWTHVTWGOther0.06%1,675--$482
BANK OF AMERICA CORPBACFinancial Services0.05%7,992+1,750+28.04%$455
COMMUNITY TRUST BANCORPCTBIFinancial Services0.05%6,207--$449
CIGNA GROUP (THE)CIHealthcare0.05%1,525--$420
VANGUARD REITVNQOther0.05%4,336--$418
MARATHON PETROLEUM CORPMPCEnergy0.05%1,584--$405
DISNEY (THE WALT) CO.DISCommunication Services0.05%4,000--$385
MCKESSON CORPMCKHealthcare0.05%500+500+100.00%$378
LOWE'S COMPANIES, INC.LOWConsumer Cyclical0.04%1,550-800-34.04%$342
UNITED RENTALS, INCURIIndustrials0.04%300+300+100.00%$340
PAYCHEX INCPAYXTechnology0.04%3,400--$334
WAL-MARTWMTConsumer Defensive0.04%2,950--$334
ISHARES US INDUSTRIALSIYJOther0.04%1,995+1,995+100.00%$332
AMETEK INC NEWAMEIndustrials0.04%1,350--$327
SPDR GOLD SHARES ETFGLDOther0.04%875+875+100.00%$322
BANK OF NY MELLON CORPBKFinancial Services0.04%2,203+2,203+100.00%$319
COSTCO WHOLESALE CORPCOSTConsumer Defensive0.03%309+309+100.00%$289
RAYTHEON TECHNOLOGIESRTXIndustrials0.03%1,520+1,520+100.00%$288
BLACKROCK INCBLKOther0.03%300+300+100.00%$288
ISHARES RUSSELL 2000 VALIWNOther0.03%1,232--$273
ABBOTT LABSABTHealthcare0.03%3,000--$272
PHILIP MORRIS INT'LPMConsumer Defensive0.03%1,500--$271
SPROTT PHYSICAL SILVERPSLVOther0.03%12,295+1,000+8.85%$232
SPROTT PHYSICAL GOLD TRSTPHYSOther0.03%7,700+700+10.00%$232
NOVARTIS AGNVSHealthcare0.03%1,450--$227
CSW INDUSTRIALS INCCSWIIndustrials0.03%800--$223
ARISTA NETWORKS INC.ANETOther0.03%1,280+1,280+100.00%$217
EBAYEBAYConsumer Cyclical0.02%1,850+1,850+100.00%$207
NIKE, INC.NKEConsumer Cyclical0.02%4,890--$201