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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Papamarkou Wellner Asset Management inc.'s latest available filing here is Q3 2025.
Papamarkou Wellner Asset Management inc.
•CIK: 2063952•Filing: Q3 2025
**Papamarkou Wellner Asset Management inc.** manages $162M across a portfolio of 81 distinct positions. The firm exhibits a clear technology tilt, with top holdings heavily weighted toward mega-cap names, including AAPL ($18.8M), NVDA ($13.7M), and MSFT ($12.1M). Significant allocations are also maintained in GOOGL ($7.7M) and AMZN ($7.6M), demonstrating conviction in established growth leaders. This concentrated exposure suggests a strategic focus on market leaders within the technology and consumer sectors.
Total AUM
$161.7M
QoQ Performance
+7.0%
Positions
80
Top 10 Concentration
50.1%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
NVDA
MSFT
AAPL11.6%
NVDA8.5%
MSFT7.5%
GOOGL4.8%
AMZN4.7%
CVX3.0%
V2.9%
PM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology39.9%
Other21.7%
Consumer8.9%
Financial8.8%
Healthcare5.6%
Consumer Staples5.2%
Industrial4.4%
Energy3.8%
🚪 Exited Positionssold since Q2 2025
+2 more exited positions
Changes from Q2 2025
NEW9 new positions
↑4 increased
↓27 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025