Karpas Strategies, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $264 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $20.7M, Schwab Charles Corp with a value of $18.2M, Merck & Co., Inc. with a value of $17.5M, Oneok Inc with a value of $15.5M, and Berkshire Hathaway Inc Class B with a value of $10.6M.

Examining the 13F form we can see an increase of $17M in the current position value, from $247M to 264M.

Below you can find more details about Karpas Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $264 Million
Financial Services: $77.2 Million
Healthcare: $48.7 Million
Energy: $40.6 Million
Technology: $24.3 Million
Communication Services: $22.7 Million
Utilities: $17.6 Million
Real Estate: $10.2 Million
Industrials: $8.42 Million
Other: $13.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 114
  • Current Value $264 Million
  • Prior Value $247 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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