INTELLIGENT FINANCIAL STRATEGIES
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 128K | $64.51M |
 | AAPL | 12K | $3.31M |
 | GOOG | 9K | $2.93M |
 | WMT | 5K | $540.92K |
 | V | 5K | $1.60M |
 | MSFT | 4K | $1.83M |
 | MA | 3K | $1.84M |
 | UNP | 3K | $587.05K |
 | HSY | 2K | $388.19K |
 | FAST | 1K | $57.27K |
 | COST | 1K | $996.54K |
 | WEC | 1K | $111.63K |
 | AMZN | 1K | $230.82K |
 | MCD | 978 | $298.83K |
 | JNJ | 932 | $192.96K |
 | PEP | 783 | $113.56K |
 | MDLZ | 750 | $40.75K |
 | CHD | 670 | $56.18K |
 | RTX | 632 | $115.91K |
 | XOM | 600 | $72.20K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
128K
Value
$64.51M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.31M
Alphabet Inc.
GOOG
Shares Held
9K
Value
$2.93M
Walmart Inc.
WMT
Shares Held
5K
Value
$540.92K
Visa Inc.
V
Shares Held
5K
Value
$1.60M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.83M
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.84M
Union Pacific Corporation
UNP
Shares Held
3K
Value
$587.05K
The Hershey Company
HSY
Shares Held
2K
Value
$388.19K
Fastenal Company
FAST
Shares Held
1K
Value
$57.27K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$996.54K
WEC Energy Group, Inc.
WEC
Shares Held
1K
Value
$111.63K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$230.82K
McDonald's Corporation
MCD
Shares Held
978
Value
$298.83K
Johnson & Johnson
JNJ
Shares Held
932
Value
$192.96K
PepsiCo, Inc.
PEP
Shares Held
783
Value
$113.56K
Mondelez International, Inc.
MDLZ
Shares Held
750
Value
$40.75K
Church & Dwight Co., Inc.
CHD
Shares Held
670
Value
$56.18K
RTX Corporation
RTX
Shares Held
632
Value
$115.91K
Exxon Mobil Corporation
XOM
Shares Held
600
Value
$72.20K