SATOVSKY ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 53K | $13.57M |
 | BRK-B | 47K | $22.57M |
 | DRTS | 41K | $287.79K |
 | GOOGL | 15K | $4.25M |
 | PFE | 13K | $361.00K |
 | T | 12K | $353.76K |
 | GOOG | 12K | $3.44M |
 | MSFT | 10K | $3.60M |
 | CSCO | 8K | $651.99K |
 | EPD | 8K | $315.49K |
 | AMZN | 8K | $1.57M |
 | ESTA | 7K | $401.72K |
 | FLEX | 7K | $458.22K |
 | XOM | 6K | $1.03M |
 | V | 4K | $1.17M |
 | SO | 4K | $343.59K |
 | GILD | 3K | $451.41K |
 | NEE | 3K | $283.07K |
 | ED | 3K | $326.83K |
 | WMB | 3K | $206.19K |
Apple Inc.
AAPL
Shares Held
53K
Value
$13.57M
Berkshire Hathaway Inc.
BRK-B
Shares Held
47K
Value
$22.57M
Alpha Tau Medical Ltd
DRTS
Shares Held
41K
Value
$287.79K
Alphabet Inc.
GOOGL
Shares Held
15K
Value
$4.25M
Pfizer Inc.
PFE
Shares Held
13K
Value
$361.00K
AT&T Inc.
T
Shares Held
12K
Value
$353.76K
Alphabet Inc.
GOOG
Shares Held
12K
Value
$3.44M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$3.60M
Cisco Systems, Inc.
CSCO
Shares Held
8K
Value
$651.99K
Enterprise Products Partners L.P.
EPD
Shares Held
8K
Value
$315.49K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.57M
Establishment Labs Holdings Inc.
ESTA
Shares Held
7K
Value
$401.72K
Flex Ltd.
FLEX
Shares Held
7K
Value
$458.22K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$1.03M
Visa Inc.
V
Shares Held
4K
Value
$1.17M
The Southern Company
SO
Shares Held
4K
Value
$343.59K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$451.41K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$283.07K
Consolidated Edison, Inc.
ED
Shares Held
3K
Value
$326.83K
The Williams Companies, Inc.
WMB
Shares Held
3K
Value
$206.19K