Wittenberg Investment Management, Inc. Portfolio Holdings

Wittenberg Investment Management, Inc.

  • $187 Million
  • Q2 2025

Wittenberg Investment Management, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Million distributed in 76 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 $52.7M, Apple Inc. with a value of $22.1M, Alphabet Inc. with a value of $16.4M, Alphabet Inc. with a value of $13.9M, and Warner Bros. Discovery, Inc. with a value of $6.63M.

Examining the 13F form we can see an increase of $5.86M in the current position value, from $182M to 187M.

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 $187 Million
Communication Services: $69.2 Million
Financial Services: $67.8 Million
Technology: $28.6 Million
Energy: $7.13 Million
Consumer Cyclical: $5.7 Million
Industrials: $5.29 Million
Consumer Defensive: $1.66 Million
Healthcare: $881,000
Other: $1.19 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.54B
$3.68 Million 1.96% of portfolio
79,712
Q2 2025 Added 155.88%
$8.04B
$3.37 Million 1.8% of portfolio
34,213
Q2 2025 Reduced 0.72%
$2.28B
$1.64 Million 0.88% of portfolio
126,000
Q1 2025 Added 80.0%
$3.45B
$1.41 Million 0.75% of portfolio
13,464
Q2 2025 Reduced 0.74%
$6.66B
$1.1 Million 0.59% of portfolio
60,000
Q1 2024 Reduced 18.7%
$5.29B
$581,000 0.31% of portfolio
14,000
Q2 2025 New
$7.68B
$545,000 0.29% of portfolio
3,228
Q1 2025 Reduced 1.53%
$4.1B
$399,000 0.21% of portfolio
5,938
Q2 2025 Reduced 3.26%
$7.73B
$362,000 0.19% of portfolio
4,467
Q1 2025 Reduced 4.29%
$4.92B
$287,000 0.15% of portfolio
5,573
Q1 2025 Reduced 3.46%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $187 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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