PYA WALTMAN CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 75K | $23.50M |
 | AMZN | 70K | $16.25M |
 | DHR | 65K | $14.79M |
 | JNJ | 42K | $8.65M |
 | UPS | 42K | $4.14M |
 | MTN | 32K | $4.24M |
 | VZ | 29K | $1.19M |
 | TXN | 23K | $3.99M |
 | TROW | 21K | $2.13M |
 | ABBV | 21K | $4.71M |
 | ALL | 17K | $3.48M |
 | NEE | 16K | $1.29M |
 | ROP | 16K | $7.03M |
 | AMGN | 14K | $4.49M |
 | JPM | 13K | $4.11M |
 | BLD | 10K | $4.14M |
 | AAPL | 10K | $2.58M |
 | HD | 8K | $2.92M |
 | TRV | 6K | $1.83M |
 | GPC | 5K | $650.59K |
Alphabet Inc.
GOOGL
Shares Held
75K
Value
$23.50M
Amazon.com, Inc.
AMZN
Shares Held
70K
Value
$16.25M
Danaher Corporation
DHR
Shares Held
65K
Value
$14.79M
Johnson & Johnson
JNJ
Shares Held
42K
Value
$8.65M
United Parcel Service, Inc.
UPS
Shares Held
42K
Value
$4.14M
Vail Resorts, Inc.
MTN
Shares Held
32K
Value
$4.24M
Verizon Communications Inc.
VZ
Shares Held
29K
Value
$1.19M
Texas Instruments Incorporated
TXN
Shares Held
23K
Value
$3.99M
T. Rowe Price Group, Inc.
TROW
Shares Held
21K
Value
$2.13M
AbbVie Inc.
ABBV
Shares Held
21K
Value
$4.71M
The Allstate Corporation
ALL
Shares Held
17K
Value
$3.48M
NextEra Energy, Inc.
NEE
Shares Held
16K
Value
$1.29M
Roper Technologies, Inc.
ROP
Shares Held
16K
Value
$7.03M
Amgen Inc.
AMGN
Shares Held
14K
Value
$4.49M
JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$4.11M
TopBuild Corp.
BLD
Shares Held
10K
Value
$4.14M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.58M
The Home Depot, Inc.
HD
Shares Held
8K
Value
$2.92M
The Travelers Companies, Inc.
TRV
Shares Held
6K
Value
$1.83M
Genuine Parts Company
GPC
Shares Held
5K
Value
$650.59K