Bull Street Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $214 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tjx Companies Inc with a value of $10.3M, Apple Inc. with a value of $9.53M, Microsoft Corp with a value of $8.9M, Johnson & Johnson with a value of $8.87M, and Vanguard Bd Index Fd Inc Short with a value of $8.39M.
Examining the 13F form we can see an increase of $6.24M in the current position value, from $208M to 214M.
Below you can find more details about Bull Street Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$214 Million
ETFs: $45.4 Million
Consumer Defensive: $29.7 Million
Technology: $26.3 Million
Healthcare: $25.8 Million
Financial Services: $19.3 Million
Consumer Cyclical: $19 Million
Industrials: $18 Million
Communication Services: $11 Million
Other: $19 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions