Councilmark Asset Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.8B, Microsoft Corp with a value of $13.7B, Berkshire Hathaway Inc Class B with a value of $8.89B, Mckesson Corp with a value of $7.02B, and Vanguard Dividend Appreciation with a value of $6.48B.
Examining the 13F form we can see an increase of $9.77B in the current position value, from $148B to 158B.
Councilmark Asset Management, LLC is based out at Knoxville, TN
Below you can find more details about Councilmark Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$158 Billion
Technology: $41.2 Billion
ETFs: $21.2 Billion
Financial Services: $19.7 Billion
Communication Services: $17.8 Billion
Consumer Defensive: $17.3 Billion
Healthcare: $15.2 Billion
Consumer Cyclical: $8.99 Billion
Energy: $5.86 Billion
Other: $7.13 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
