WERBA RUBIN PAPIER WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 5K | $2.52M |
 | CRM | 5K | $1.14M |
 | KKR | 5K | $613.37K |
 | TSLA | 5K | $2.06M |
 | O | 5K | $278.09K |
 | ORCL | 5K | $1.27M |
 | WMT | 4K | $458.84K |
 | FAST | 4K | $215.25K |
 | DIS | 4K | $498.90K |
 | IBM | 4K | $1.18M |
 | A | 4K | $536.25K |
 | NVO | 4K | $223.57K |
 | CVX | 4K | $608.70K |
 | CDNS | 4K | $1.36M |
 | COP | 4K | $364.88K |
 | PLTR | 4K | $702.50K |
 | C | 3K | $352.23K |
 | SHEL | 3K | $236.21K |
 | WFC | 3K | $256.32K |
 | SYY | 3K | $248.59K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
5K
Value
$2.52M
Salesforce, Inc.
CRM
Shares Held
5K
Value
$1.14M
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$613.37K
Tesla, Inc.
TSLA
Shares Held
5K
Value
$2.06M
Realty Income Corporation
O
Shares Held
5K
Value
$278.09K
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.27M
Walmart Inc.
WMT
Shares Held
4K
Value
$458.84K
Fastenal Company
FAST
Shares Held
4K
Value
$215.25K
The Walt Disney Company
DIS
Shares Held
4K
Value
$498.90K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.18M
Agilent Technologies, Inc.
A
Shares Held
4K
Value
$536.25K
Novo Nordisk A/S
NVO
Shares Held
4K
Value
$223.57K
Chevron Corporation
CVX
Shares Held
4K
Value
$608.70K
Cadence Design Systems, Inc.
CDNS
Shares Held
4K
Value
$1.36M
ConocoPhillips
COP
Shares Held
4K
Value
$364.88K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$702.50K
Citigroup Inc.
C
Shares Held
3K
Value
$352.23K
Shell plc
SHEL
Shares Held
3K
Value
$236.21K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$256.32K
Sysco Corporation
SYY
Shares Held
3K
Value
$248.59K