Wittenberg Investment Management, Inc. Portfolio Holdings

Wittenberg Investment Management, Inc.

  • $207 Million
  • Q3 2025

Wittenberg Investment Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $207 Million distributed in 75 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 $54.1M, Apple Inc. with a value of $27.1M, Alphabet Inc. with a value of $20.9M, Alphabet Inc. with a value of $16.7M, and Warner Bros. Discovery, Inc. with a value of $10.6M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $187M to 207M.

Wittenberg Investment Management, Inc. is based out at Carlisle, MA

Below you can find more details about Wittenberg Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $207 Million
Communication Services: $81.6 Million
Financial Services: $70.6 Million
Technology: $33.2 Million
Energy: $8.08 Million
Consumer Cyclical: $5.14 Million
Industrials: $4.54 Million
Consumer Defensive: $1.86 Million
Basic Materials: $916,000
Other: $1.01 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$54.1 Million 26.14% of portfolio
107,628
Q3 2025 Reduced 0.76%
$4.3T
$27.1 Million 13.1% of portfolio
106,487
Q3 2025 Reduced 1.22%
$1.74T
$20.9 Million 10.12% of portfolio
85,986
Q3 2025 Reduced 7.03%
$1.65T
$16.7 Million 8.09% of portfolio
68,872
Q3 2025 Reduced 12.68%
$881B
$6.69 Million 3.23% of portfolio
21,220
Q2 2025 Reduced 3.19%
$3.78T
$6.06 Million 2.93% of portfolio
11,695
Q3 2025 Reduced 10.0%
$413B
$2.46 Million 1.19% of portfolio
47,664
Q3 2025 Reduced 2.05%
$265B
$1.43 Million 0.69% of portfolio
1,796
Q2 2025 Reduced 6.89%
$317B
$957,000 0.46% of portfolio
11,420
Q3 2025 Reduced 3.04%
$255B
$631,000 0.3% of portfolio
1,900
Q1 2025 Reduced 21.16%
$2.39T
$590,000 0.29% of portfolio
2,691
Q1 2025 Reduced 55.93%
$522B
$310,000 0.15% of portfolio
1,674
Q2 2024 Reduced 5.64%
$224B
$243,000 0.12% of portfolio
800
Q1 2025 Reduced 8.57%
$404B
$231,000 0.11% of portfolio
250
Q1 2025 Reduced 23.08%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $207 Million
  • Prior Value $187 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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