MASON & ASSOCIATES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 20K | $1.25M |
 | CSX | 17K | $678.19K |
 | TFC | 10K | $466.23K |
 | AAPL | 7K | $1.87M |
 | SO | 7K | $688.38K |
 | BMY | 3K | $206.39K |
 | UPS | 3K | $264.64K |
 | DUK | 3K | $349.87K |
 | MCD | 2K | $512.49K |
 | XOM | 2K | $256.87K |
 | IBM | 932 | $225.91K |
 | BRK-B | 823 | $394.38K |
 | JPM | 744 | $218.85K |
 | LMT | 383 | $231.48K |
Dominion Energy, Inc.
D
Shares Held
20K
Value
$1.25M
CSX Corporation
CSX
Shares Held
17K
Value
$678.19K
Truist Financial Corporation
TFC
Shares Held
10K
Value
$466.23K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.87M
The Southern Company
SO
Shares Held
7K
Value
$688.38K
Bristol-Myers Squibb Company
BMY
Shares Held
3K
Value
$206.39K
United Parcel Service, Inc.
UPS
Shares Held
3K
Value
$264.64K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$349.87K
McDonald's Corporation
MCD
Shares Held
2K
Value
$512.49K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$256.87K
International Business Machines Corporation
IBM
Shares Held
932
Value
$225.91K
Berkshire Hathaway Inc.
BRK-B
Shares Held
823
Value
$394.38K
JPMorgan Chase & Co.
JPM
Shares Held
744
Value
$218.85K
Lockheed Martin Corporation
LMT
Shares Held
383
Value
$231.48K