Councilmark Asset Management, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.1B, Microsoft Corp with a value of $10.4B, Berkshire Hathaway Inc Class B with a value of $9.73B, Mckesson Corp with a value of $6.46B, and Home Depot, Inc. with a value of $6.01B.
Examining the 13F form we can see an decrease of $681M in the current position value, from $149B to 148B.
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
$148 Billion
Technology: $36.8 Billion
Financial Services: $20.5 Billion
ETFs: $19.3 Billion
Consumer Defensive: $16.6 Billion
Communication Services: $15.7 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $8.82 Billion
Energy: $5.75 Billion
Other: $5.95 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
