CIK 1800135
PYA Waltman Capital, LLC
Institutional 13F holdings & portfolio
Holdings
75
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 75
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TCAF | T ROWE PRICE ETF INC | 1.1M | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 76K | $1M+ | SH |
| POST | POST HLDGS INC | 273K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 11K | $1M+ | SH |
| GOOGL | ALPHABET INC | 75K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 359K | $1M+ | SH |
| TDG | TRANSDIGM GROUP INC | 12K | $1M+ | SH |
| AMZN | AMAZON COM INC | 70K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 61K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 65K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 26K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 42K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 16K | $1M+ | SH |
| AVGO | BROADCOM INC | 16K | $1M+ | SH |
| NOMD | NOMAD FOODS LTD | 434K | $1M+ | SH |
| ABBV | ABBVIE INC | 21K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 59K | $1M+ | SH |
| AMGN | AMGEN INC | 14K | $1M+ | SH |
| MTN | VAIL RESORTS INC | 32K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 42K | $1M+ | SH |
| BLD | TOPBUILD CORP | 10K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 13K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 23K | $1M+ | SH |
| NVR | NVR INC | 529 | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 63K | $1M+ | SH |
| ALL | ALLSTATE CORP | 17K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 9K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 41K | $1M+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 33K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 21K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| FETH | FIDELITY ETHEREUM FD | 67K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 14K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC | 21K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| ETSY | ETSY INC | 24K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 16K | $1M+ | SH |
| ETHE | GRAYSCALE ETHEREUM TRUST ETF | 50K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 2K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 29K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 12K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |