Kathleen S. Wright Associates Inc. Portfolio Holdings

Kathleen S. Wright Associates Inc.

  • $244 Million
  • Q2 2025

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 265
  • Current Value $244 Million
  • Prior Value $247 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email