INTELLIGENT FINANCIAL STRATEGIES
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 129K | $64.74M |
 | AAPL | 12K | $3.10M |
 | GOOG | 10K | $2.36M |
 | WMT | 5K | $499.33K |
 | V | 5K | $1.60M |
 | MSFT | 4K | $1.97M |
 | MA | 3K | $1.86M |
 | HSY | 3K | $484.30K |
 | UNP | 3K | $599.86K |
 | MCD | 1K | $449.08K |
 | FAST | 1K | $69.98K |
 | MKC | 1K | $84.98K |
 | COST | 1K | $1.07M |
 | WEC | 1K | $121.29K |
 | AMZN | 1K | $219.57K |
 | JNJ | 931 | $172.61K |
 | PEP | 783 | $110.03K |
 | MDLZ | 750 | $47.23K |
 | CHD | 670 | $58.71K |
 | RTX | 632 | $105.75K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
129K
Value
$64.74M
Apple Inc.
AAPL
Shares Held
12K
Value
$3.10M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.36M
Walmart Inc.
WMT
Shares Held
5K
Value
$499.33K
Visa Inc.
V
Shares Held
5K
Value
$1.60M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.97M
Mastercard Incorporated
MA
Shares Held
3K
Value
$1.86M
The Hershey Company
HSY
Shares Held
3K
Value
$484.30K
Union Pacific Corporation
UNP
Shares Held
3K
Value
$599.86K
McDonald's Corporation
MCD
Shares Held
1K
Value
$449.08K
Fastenal Company
FAST
Shares Held
1K
Value
$69.98K
McCormick & Company, Incorporated
MKC
Shares Held
1K
Value
$84.98K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.07M
WEC Energy Group, Inc.
WEC
Shares Held
1K
Value
$121.29K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$219.57K
Johnson & Johnson
JNJ
Shares Held
931
Value
$172.61K
PepsiCo, Inc.
PEP
Shares Held
783
Value
$110.03K
Mondelez International, Inc.
MDLZ
Shares Held
750
Value
$47.23K
Church & Dwight Co., Inc.
CHD
Shares Held
670
Value
$58.71K
RTX Corporation
RTX
Shares Held
632
Value
$105.75K