KATHLEEN S. WRIGHT ASSOCIATES INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 82K | $5.58M |
 | BRK-B | 49K | $24.61M |
 | BAM | 28K | $1.60M |
 | AXP | 20K | $6.58M |
 | AMZN | 14K | $3.07M |
 | PFE | 11K | $289.72K |
 | COKE | 11K | $727.18K |
 | AUR | 11K | $57.72K |
 | GOOGL | 11K | $2.59M |
 | VZ | 9K | $403.50K |
 | JNJ | 9K | $1.63M |
 | V | 8K | $2.67M |
 | ADP | 8K | $2.21M |
 | PDSB | 7K | $7.07K |
 | WFC | 6K | $503.27K |
 | GOOG | 6K | $1.46M |
 | CSGP | 5K | $375.13K |
 | FBRT | 3K | $37.20K |
 | ROST | 3K | $513.21K |
 | AFRM | 3K | $243.58K |
Brookfield Corporation
BN
Shares Held
82K
Value
$5.58M
Berkshire Hathaway Inc.
BRK-B
Shares Held
49K
Value
$24.61M
Brookfield Asset Management Ltd.
BAM
Shares Held
28K
Value
$1.60M
American Express Company
AXP
Shares Held
20K
Value
$6.58M
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.07M
Pfizer Inc.
PFE
Shares Held
11K
Value
$289.72K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
11K
Value
$727.18K
Aurora Innovation, Inc.
AUR
Shares Held
11K
Value
$57.72K
Alphabet Inc.
GOOGL
Shares Held
11K
Value
$2.59M
Verizon Communications Inc.
VZ
Shares Held
9K
Value
$403.50K
Johnson & Johnson
JNJ
Shares Held
9K
Value
$1.63M
Visa Inc.
V
Shares Held
8K
Value
$2.67M
Automatic Data Processing, Inc.
ADP
Shares Held
8K
Value
$2.21M
PDS Biotechnology Corporation
PDSB
Shares Held
7K
Value
$7.07K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$503.27K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.46M
CoStar Group, Inc.
CSGP
Shares Held
5K
Value
$375.13K
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
3K
Value
$37.20K
Ross Stores, Inc.
ROST
Shares Held
3K
Value
$513.21K
Affirm Holdings, Inc.
AFRM
Shares Held
3K
Value
$243.58K