CPA ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LYG | 24K | $129.71K |
 | AAPL | 18K | $4.89M |
 | MCD | 11K | $3.39M |
 | CAT | 11K | $6.32M |
 | UDR | 10K | $372.01K |
 | NEE | 10K | $795.36K |
 | JPM | 9K | $3.03M |
 | JNJ | 8K | $1.75M |
 | BP | 8K | $270.76K |
 | CMCSA | 7K | $202.86K |
 | NVDA | 7K | $1.24M |
 | DHR | 6K | $1.48M |
 | ECL | 6K | $1.55M |
 | CARR | 6K | $294.21K |
 | GOOGL | 5K | $1.72M |
 | CSCO | 5K | $403.79K |
 | RTX | 5K | $951.48K |
 | BRK-B | 5K | $2.61M |
 | AMZN | 5K | $1.18M |
 | PEP | 5K | $728.22K |
Lloyds Banking Group plc
LYG
Shares Held
24K
Value
$129.71K
Apple Inc.
AAPL
Shares Held
18K
Value
$4.89M
McDonald's Corporation
MCD
Shares Held
11K
Value
$3.39M
Caterpillar Inc.
CAT
Shares Held
11K
Value
$6.32M
UDR, Inc.
UDR
Shares Held
10K
Value
$372.01K
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$795.36K
JPMorgan Chase & Co.
JPM
Shares Held
9K
Value
$3.03M
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.75M
BP p.l.c.
BP
Shares Held
8K
Value
$270.76K
Comcast Corporation
CMCSA
Shares Held
7K
Value
$202.86K
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.24M
Danaher Corporation
DHR
Shares Held
6K
Value
$1.48M
Ecolab Inc.
ECL
Shares Held
6K
Value
$1.55M
Carrier Global Corporation
CARR
Shares Held
6K
Value
$294.21K
Alphabet Inc.
GOOGL
Shares Held
5K
Value
$1.72M
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$403.79K
RTX Corporation
RTX
Shares Held
5K
Value
$951.48K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.61M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.18M
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$728.22K