Kathleen S. Wright Associates Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $244 Million distributed in 265 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $25.7M, Berkshire Hathaway Inc Class B with a value of $24.4M, Ishares Trishares 0 3 Mnth Tre with a value of $14.9M, Vaneck Morningstar Wide Moat E with a value of $14M, and Vanguard Growth ETF with a value of $10.2M.
Examining the 13F form we can see an decrease of $2.39M in the current position value, from $247M to 244M.
Below you can find more details about Kathleen S. Wright Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$244 Million
ETFs: $182 Million
Financial Services: $40.2 Million
Consumer Cyclical: $4.48 Million
Communication Services: $3.93 Million
Technology: $3.55 Million
Industrials: $3.35 Million
Consumer Defensive: $2.11 Million
Healthcare: $1.75 Million
Other: $1.23 Million
Stock Holdings Table Market Cap. of $200 Billions or more
