EVANSON ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WMT | 8K | $808.63K |
 | FCX | 7K | $290.23K |
 | BL | 7K | $390.29K |
 | OKTA | 7K | $672.80K |
 | MO | 6K | $420.27K |
 | VZ | 6K | $270.42K |
 | APPF | 6K | $1.65M |
 | ESNT | 6K | $377.17K |
 | PYPL | 6K | $397.20K |
 | CMG | 6K | $225.85K |
 | CET | 6K | $290.39K |
 | PM | 6K | $898.59K |
 | ORCL | 5K | $1.41M |
 | JPM | 5K | $1.48M |
 | OKLO | 4K | $495.41K |
 | ABBV | 4K | $1.00M |
 | NEE | 4K | $318.49K |
 | ADBE | 4K | $1.45M |
 | ABT | 4K | $544.35K |
 | AXP | 4K | $1.34M |
Walmart Inc.
WMT
Shares Held
8K
Value
$808.63K
Freeport-McMoRan Inc.
FCX
Shares Held
7K
Value
$290.23K
BlackLine, Inc.
BL
Shares Held
7K
Value
$390.29K
Okta, Inc.
OKTA
Shares Held
7K
Value
$672.80K
Altria Group, Inc.
MO
Shares Held
6K
Value
$420.27K
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$270.42K
AppFolio, Inc.
APPF
Shares Held
6K
Value
$1.65M
Essent Group Ltd.
ESNT
Shares Held
6K
Value
$377.17K
PayPal Holdings, Inc.
PYPL
Shares Held
6K
Value
$397.20K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
6K
Value
$225.85K
Central Securities Corp.
CET
Shares Held
6K
Value
$290.39K
Philip Morris International Inc.
PM
Shares Held
6K
Value
$898.59K
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.41M
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.48M
Oklo Inc.
OKLO
Shares Held
4K
Value
$495.41K
AbbVie Inc.
ABBV
Shares Held
4K
Value
$1.00M
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$318.49K
Adobe Inc.
ADBE
Shares Held
4K
Value
$1.45M
Abbott Laboratories
ABT
Shares Held
4K
Value
$544.35K
American Express Company
AXP
Shares Held
4K
Value
$1.34M