CPA ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 17K | $4.32M |
 | UDR | 16K | $598.32K |
 | CAT | 11K | $5.25M |
 | MCD | 11K | $3.32M |
 | NEE | 10K | $747.58K |
 | SYY | 9K | $765.85K |
 | JNJ | 9K | $1.70M |
 | JPM | 8K | $2.56M |
 | CMCSA | 7K | $214.98K |
 | BDX | 6K | $1.20M |
 | DHR | 6K | $1.20M |
 | ECL | 6K | $1.62M |
 | PG | 6K | $888.56K |
 | CVX | 5K | $831.19K |
 | CSCO | 5K | $358.66K |
 | BRK-B | 5K | $2.61M |
 | PEP | 5K | $712.59K |
 | GOOG | 5K | $1.23M |
 | BSX | 5K | $469.11K |
 | PNC | 4K | $879.07K |
Apple Inc.
AAPL
Shares Held
17K
Value
$4.32M
UDR, Inc.
UDR
Shares Held
16K
Value
$598.32K
Caterpillar Inc.
CAT
Shares Held
11K
Value
$5.25M
McDonald's Corporation
MCD
Shares Held
11K
Value
$3.32M
NextEra Energy, Inc.
NEE
Shares Held
10K
Value
$747.58K
Sysco Corporation
SYY
Shares Held
9K
Value
$765.85K
Johnson & Johnson
JNJ
Shares Held
9K
Value
$1.70M
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.56M
Comcast Corporation
CMCSA
Shares Held
7K
Value
$214.98K
Becton, Dickinson and Company
BDX
Shares Held
6K
Value
$1.20M
Danaher Corporation
DHR
Shares Held
6K
Value
$1.20M
Ecolab Inc.
ECL
Shares Held
6K
Value
$1.62M
The Procter & Gamble Company
PG
Shares Held
6K
Value
$888.56K
Chevron Corporation
CVX
Shares Held
5K
Value
$831.19K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$358.66K
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.61M
PepsiCo, Inc.
PEP
Shares Held
5K
Value
$712.59K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.23M
Boston Scientific Corporation
BSX
Shares Held
5K
Value
$469.11K
The PNC Financial Services Group, Inc.
PNC
Shares Held
4K
Value
$879.07K