SELECT ASSET MANAGEMENT & TRUST
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UTZ | 111K | $875.00K |
Clearwater Analytics Holdings - Class A | CWAN | 74K | $1.75M |
 | XOM | 41K | $6.98M |
 | PFE | 36K | $1.02M |
 | AAPL | 32K | $8.23M |
 | EME | 23K | $16.81M |
 | MSFT | 16K | $5.76M |
 | AMZN | 15K | $3.22M |
 | UA | 15K | $85.00K |
 | JPM | 14K | $4.17M |
 | CSL | 11K | $3.51M |
 | BAC | 10K | $497.00K |
 | MCD | 10K | $3.11M |
 | NVDA | 9K | $1.52M |
 | EHC | 7K | $715.00K |
 | SHEL | 7K | $658.00K |
 | ABBV | 7K | $1.41M |
 | BRK-B | 6K | $3.10M |
 | MRK | 6K | $707.00K |
 | GOOG | 6K | $1.68M |
Utz Brands, Inc.
UTZ
Shares Held
111K
Value
$875.00K
Clearwater Analytics Holdings - Class A
CWAN
Shares Held
74K
Value
$1.75M
Exxon Mobil Corporation
XOM
Shares Held
41K
Value
$6.98M
Pfizer Inc.
PFE
Shares Held
36K
Value
$1.02M
Apple Inc.
AAPL
Shares Held
32K
Value
$8.23M
EMCOR Group, Inc.
EME
Shares Held
23K
Value
$16.81M
Microsoft Corporation
MSFT
Shares Held
16K
Value
$5.76M
Amazon.com, Inc.
AMZN
Shares Held
15K
Value
$3.22M
Under Armour, Inc.
UA
Shares Held
15K
Value
$85.00K
JPMorgan Chase & Co.
JPM
Shares Held
14K
Value
$4.17M
Carlisle Companies Incorporated
CSL
Shares Held
11K
Value
$3.51M
Bank of America Corporation
BAC
Shares Held
10K
Value
$497.00K
McDonald's Corporation
MCD
Shares Held
10K
Value
$3.11M
NVIDIA Corporation
NVDA
Shares Held
9K
Value
$1.52M
Encompass Health Corporation
EHC
Shares Held
7K
Value
$715.00K
Shell plc
SHEL
Shares Held
7K
Value
$658.00K
AbbVie Inc.
ABBV
Shares Held
7K
Value
$1.41M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$3.10M
Merck & Co., Inc.
MRK
Shares Held
6K
Value
$707.00K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.68M