INTELLIGENT FINANCIAL STRATEGIES
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 122K | $58.60M |
 | AAPL | 12K | $2.98M |
 | GOOG | 9K | $2.68M |
 | V | 5K | $1.38M |
 | MSFT | 4K | $1.40M |
 | MA | 3K | $1.61M |
 | HSY | 2K | $441.70K |
 | UNP | 2K | $436.19K |
 | FAST | 1K | $65.89K |
 | COST | 1K | $1.15M |
 | AMZN | 1K | $208.27K |
 | MCD | 978 | $303.88K |
 | JNJ | 934 | $228.22K |
 | PEP | 783 | $121.67K |
 | XOM | 600 | $101.80K |
 | PM | 470 | $78.40K |
 | AMAT | 349 | $119.28K |
 | KO | 319 | $24.41K |
 | MDLZ | 280 | $16.28K |
 | CL | 273 | $23.31K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
122K
Value
$58.60M
Apple Inc.
AAPL
Shares Held
12K
Value
$2.98M
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.68M
Visa Inc.
V
Shares Held
5K
Value
$1.38M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.40M
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.61M
The Hershey Company
HSY
Shares Held
2K
Value
$441.70K
Union Pacific Corporation
UNP
Shares Held
2K
Value
$436.19K
Fastenal Company
FAST
Shares Held
1K
Value
$65.89K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.15M
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$208.27K
McDonald's Corporation
MCD
Shares Held
978
Value
$303.88K
Johnson & Johnson
JNJ
Shares Held
934
Value
$228.22K
PepsiCo, Inc.
PEP
Shares Held
783
Value
$121.67K
Exxon Mobil Corporation
XOM
Shares Held
600
Value
$101.80K
Philip Morris International Inc.
PM
Shares Held
470
Value
$78.40K
Applied Materials, Inc.
AMAT
Shares Held
349
Value
$119.28K
The Coca-Cola Company
KO
Shares Held
319
Value
$24.41K
Mondelez International, Inc.
MDLZ
Shares Held
280
Value
$16.28K
Colgate-Palmolive Company
CL
Shares Held
273
Value
$23.31K