Stock Taper 
KATHLEEN S. WRIGHT ASSOCIATES INC.
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Express Company | AXP | 20.08K | $6.58M |
 Brookfield Asset Management Ltd. | BAM | 27.78K | $1.6M |
 Berkshire Hathaway Inc. | BRK-B | 48.97K | $24.61M |
 Brookfield Corporation | BN | 81.63K | $5.58M |