S.A. Mason LLC Incresed Positions in Q3 2025

S.A. Mason LLC

  • $218 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCS
Steelcase Inc

Industrials
174K
+ 130.17%
$10.12 - $17.22 $1.76M - $2.99M
307K $5.28M
NVDA
Nvidia Corp

Technology
285
+ 0.35%
$153.3 - $186.58 $43.7K - $53.2K
81.3K $15.2M
AAPL
Apple Inc.

Technology
173
+ 0.8%
$202.38 - $256.87 $35K - $44.4K
21.7K $5.54M
VTI
Vanguard Total Stock Market Et

ETFs
951
+ 3.6%
$303.93 - $329.86 $289K - $314K
27.4K $8.98M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.62K
+ 749.07%
$412.46 - $514.1 $667K - $832K
1.83K $899K
GOOGL
Alphabet Inc.

Communication Services
329
+ 3.13%
$174.36 - $254.72 $57.4K - $83.8K
10.8K $2.64M
IVV
Ishares Core S&P 500 ETF

ETFs
172
+ 1.64%
$620.67 - $670.08 $107K - $115K
10.6K $7.11M
ORCL
Oracle Corp

Technology
2
+ 0.02%
$218.96 - $328.33 $438 - $657
9.26K $2.6M
WFC
Wells Fargo & Company

Financial Services
4.94K
+ 69.17%
$77.05 - $85.16 $380K - $420K
12.1K $1.01M
VB
Vanguard Small Cap ETF

ETFs
324
+ 1.6%
$237.58 - $259.17 $77K - $84K
20.6K $5.25M
VO
Vanguard Mid Cap ETF

ETFs
305
+ 1.54%
$279.83 - $293.74 $85.3K - $89.6K
20.1K $5.92M
MCD
Mcdonalds Corp

Consumer Cyclical
1.03K
+ 33.18%
$291.67 - $316.99 $299K - $325K
4.11K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
34
+ 0.48%
$567.77 - $614.76 $19.3K - $20.9K
7.08K $4.34M
NEM
Newmont Corp

Basic Materials
5
+ 0.07%
$57.35 - $85.25 $287 - $426
7.42K $625K
IAU
Ishares Gold Trust

ETFs
1
+ 0.01%
$61.62 - $72.77 $61.6 - $72.8
17.4K $1.27M
ISRG
Intuitive Surgical Inc

Healthcare
600
+ 64.86%
$433.66 - $544.47 $260K - $327K
1.53K $682K
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.09%
$285.05 - $309.14 $1.71K - $1.85K
6.72K $2.07M
AMZN
Amazon Com Inc

Consumer Cyclical
685
+ 13.63%
$211.65 - $238.24 $145K - $163K
5.71K $1.25M
RTX
Raytheon Technologies Corp

Industrials
65
+ 1.0%
$144.19 - $167.33 $9.37K - $10.9K
6.59K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
1.75K
+ 11.76%
$56.02 - $60.3 $97.8K - $105K
16.6K $994K
AMD
Advanced Micro Devices Inc

Technology
800
+ 101.27%
$134.8 - $184.42 $108K - $148K
1.59K $257K
CAT
Caterpillar Inc

Industrials
50
+ 4.02%
$390.92 - $477.15 $19.5K - $23.9K
1.29K $617K
PHYS
Sprott Physical Gold Trust

Financial Services
1.63K
+ 8.36%
$25.02 - $29.62 $40.7K - $48.1K
21.1K $623K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
65
+ 0.1%
$23.82 - $25.84 $1.55K - $1.68K
66.8K $1.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
20
+ 0.87%
$546.99 - $602.2 $10.9K - $12K
2.31K $1.39M
INTC
Intel Corp

Technology
175
+ 1.66%
$19.31 - $35.5 $3.38K - $6.21K
10.7K $360K
VUG
Vanguard Growth ETF

ETFs
76
+ 4.04%
$433.97 - $484.08 $33K - $36.8K
1.96K $937K
SPMD
Spdr Portfolio

ETFs
296
+ 0.86%
$54.43 - $58.29 $16.1K - $17.3K
34.8K $1.99M
FAST
Fastenal CO

Industrials
1.6K
+ 56.8%
$42.47 - $50.39 $68K - $80.6K
4.42K $216K
BAC
Bank Of America Corp

Financial Services
855
+ 7.17%
$44.92 - $52.42 $38.4K - $44.8K
12.8K $659K
CSCO
Cisco Systems, Inc.

Technology
1.5K
+ 13.66%
$66.2 - $71.79 $99.3K - $108K
12.5K $854K
MGK
Vanguard Mega Cap Growth ETF

ETFs
175
+ 34.05%
$362.31 - $405.74 $63.4K - $71K
689 $277K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
500
+ 1.08%
$28.15 - $30.13 $14.1K - $15.1K
46.8K $1.39M
DT
Dynatrace, Inc.

Technology
1.95K
+ 166.41%
$46.04 - $56.64 $89.6K - $110K
3.12K $151K
ITT
Itt Inc.

Industrials
269
+ 17.08%
$155.93 - $182.88 $41.9K - $49.2K
1.84K $329K
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.03%
$94.4 - $104.27 $378 - $417
13.2K $1.37M
MU
Micron Technology Inc

Technology
100
+ 8.51%
$104.88 - $168.89 $10.5K - $16.9K
1.28K $213K
AXP
American Express CO

Financial Services
1
+ 0.02%
$294.27 - $342.31 $294 - $342
5.11K $1.7M
IBM
International Business Machines Corp

Technology
240
+ 25.34%
$234.77 - $292.47 $56.3K - $70.2K
1.19K $334K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
113
+ 0.95%
$79.58 - $83.45 $8.99K - $9.43K
12K $1M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
125
+ 1.85%
$30.06 - $36.69 $3.76K - $4.59K
6.88K $252K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
400
+ 15.81%
$101.12 - $106.18 $40.4K - $42.5K
2.93K $301K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.02%
$115.96 - $125.95 $116 - $126
4.65K $585K
LHX
L3 Harris Technologies, Inc.

Industrials
66
+ 14.63%
$252.18 - $305.41 $16.6K - $20.2K
517 $157K
DFAS
Dimensional ETF Tr U S Small C

ETFs
59
+ 0.78%
$63.41 - $69.69 $3.74K - $4.11K
7.63K $522K
XOM
Exxon Mobil Corp

Energy
56
+ 0.86%
$105.83 - $117.22 $5.93K - $6.56K
6.6K $743K
SJM
J M Smucker CO

Consumer Defensive
2
+ 0.05%
$102.24 - $113.2 $204 - $226
3.78K $410K
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 7.05%
$404.94 - $499.99 $8.5K - $10.5K
319 $154K
MA
Mastercard Inc

Financial Services
1
+ 0.02%
$550.18 - $598.96 $550 - $599
4.77K $2.71M
Activity Summary
Buys All Purchases 98 New Holdings 8 Increased Positions 90 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track S.A. Mason LLC Portfolio

Follow S.A. Mason LLC 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 S.A. Mason LLC, based on Form 13F filings with the SEC.

News

Stay updated on S.A. Mason LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email