Kathleen S. Wright Associates Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $215 Million distributed in 267 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $23.2M, Vanguard Index Fds S&P 500 ETF with a value of $14.6M, Ishares Trishares 0 3 Mnth Tre with a value of $14.4M, Vaneck Morningstar Wide Moat E with a value of $12M, and Coca Cola Consolidated, Inc. with a value of $9.31M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $200M to 215M.

Below you can find more details about Kathleen S. Wright Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $215 Million
ETFs: $148 Million
Financial Services: $35.4 Million
Consumer Defensive: $10.8 Million
Technology: $5.42 Million
Consumer Cyclical: $4.33 Million
Communication Services: $3.03 Million
Industrials: $2.61 Million
Healthcare: $2.03 Million
Other: $2.21 Million

Stock Holdings Table

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


  • Portfolio
  • No. of Stocks 267
  • Current Value $215 Million
  • Prior Value $200 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 39 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.


Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.