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 51–75 of 75
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | 5K | $500K+ | SH |
| APD | AIR PRODS & CHEMS INC | 3K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 4K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 5K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 3K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| BIL | SPDR SERIES TRUST | 6K | $500K+ | SH |
| AGG | ISHARES TR | 5K | $100K–$500K | SH |
| PAAS | PAN AMERN SILVER CORP | 9K | $100K–$500K | SH |
| SPXC | SPX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 681 | $100K–$500K | SH |
| TSLA | TESLA INC | 853 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 535 | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| V | VISA INC | 751 | $100K–$500K | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 7K | $100K–$500K | SH |
| MSTR | STRATEGY INC | 2K | $100K–$500K | SH |
| HL | HECLA MNG CO | 12K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CO | 2K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 10K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 2K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 8K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |