Bull Street Advisors, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $208 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 $8.84M, Microsoft Corp with a value of $8.59M, Vanguard Bd Index Fd Inc Short with a value of $8.42M, Vanguard with a value of $7.98M, and Costco Wholesale Corp with a value of $7.81M.
Examining the 13F form we can see an decrease of $760K in the current position value, from $209M to 208M.
Below you can find more details about Bull Street Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
ETFs: $44.1 Million
Consumer Defensive: $30.8 Million
Technology: $25.6 Million
Healthcare: $25.3 Million
Industrials: $18.4 Million
Financial Services: $18.2 Million
Consumer Cyclical: $16.7 Million
Communication Services: $9.92 Million
Other: $18 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
