Kathleen S. Wright Associates Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $247 Million distributed in 273 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 $27.4M, Vanguard Index Fds S&P 500 ETF with a value of $22.5M, Coca Cola Consolidated, Inc. with a value of $14.9M, Ishares Trishares 0 3 Mnth Tre with a value of $14.2M, and Vaneck Morningstar Wide Moat E with a value of $13.7M.
Examining the 13F form we can see an increase of $4.11M in the current position value, from $242M to 247M.
Below you can find more details about Kathleen S. Wright Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$247 Million
ETFs: $170 Million
Financial Services: $41.8 Million
Consumer Defensive: $15.7 Million
Consumer Cyclical: $4.49 Million
Communication Services: $3.47 Million
Industrials: $3.31 Million
Technology: $3.06 Million
Healthcare: $1.91 Million
Other: $1.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
