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Papamarkou Wellner Asset Management inc.
Papamarkou Wellner Asset Management inc. is an institution, managing $161.6M across 80 long positions as of Q3 2025 with 35% Technology concentration and 50% concentrated in top 10 holdings.
- Portfolio Value
- $161.6M
- Positions
- 80
- Top Holding
- AAPL at 11.65%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Papamarkou Wellner Asset Management inc.'s portfolio (50.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $18.8M | 11.65% | -$133.7K Sold | 0.00% 73.9K shares | |
Semiconductors Technology | $13.7M | 8.48% | -$292.9K Sold | 0.00% 73.4K shares | |
Software - Infrastructure Technology | $12.1M | 7.50% | -$131.0K Sold | 0.00% 23.4K shares | |
Internet Content & Information Communication Services | $7.7M | 4.77% | -$109.4K Sold | 0.00% 31.7K shares | |
Specialty Retail Consumer Cyclical | $7.6M | 4.70% | — | 0.00% 34.6K shares | |
Oil & Gas Integrated Energy | $4.8M | 2.96% | +$2.3M Bought | 0.00% 30.8K shares | |
Financial - Credit Services Financial Services | $4.7M | 2.89% | — | 0.00% 13.7K shares | |
Tobacco Consumer Defensive | $4.1M | 2.54% | -$10.5K Sold | 0.00% 25.3K shares | |
Financial - Credit Services Financial Services | $4.0M | 2.48% | — | 0.00% 7.1K shares | |
Insurance - Diversified Financial Services | $3.5M | 2.17% | -$13.1K Sold | 0.00% 7.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Papamarkou Wellner Asset Management inc.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Papamarkou Wellner Asset Management inc.
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