CIK 1800911
S.A. Mason LLC
Institutional 13F holdings & portfolio
Holdings
260
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 260
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMZN | Amazon.com Inc | 6K | $1M+ | SH |
| PANW | Palo Alto Networks Inc | 7K | $1M+ | SH |
| JPM | JPMorgan Chase & Co | 4K | $1M+ | SH |
| IJH | iShares Core S&P Mid-Cap ETF | 21K | $1M+ | SH |
| CRWD | CrowdStrike Holdings Inc | 3K | $1M+ | SH |
| VTIP | Vanguard Short-Term Inflation- | 26K | $1M+ | SH |
| ROL | Rollins Inc | 21K | $1M+ | SH |
| ACN | Accenture PLC | 5K | $1M+ | SH |
| RTX | Raytheon Technologies Corp | 7K | $1M+ | SH |
| SYK | Stryker Corp | 3K | $1M+ | SH |
| WFC | Wells Fargo & Co | 12K | $1M+ | SH |
| HD | Home Depot Inc/The | 3K | $1M+ | SH |
| SCHA | Schwab US Small-Cap ETF | 36K | $1M+ | SH |
| LOW | Lowe's Cos Inc | 4K | $1M+ | SH |
| B | Barrick Mining Corp | 23K | $1M+ | SH |
| ADBE | Adobe Inc | 3K | $500K+ | SH |
| ISRG | Intuitive Surgical Inc | 2K | $500K+ | SH |
| NEE | NextEra Energy Inc | 12K | $500K+ | SH |
| BA | Boeing Co/The | 4K | $500K+ | SH |
| IMCB | iShares Morningstar Mid-Cap ET | 12K | $500K+ | SH |
| VUG | Vanguard Growth ETF | 2K | $500K+ | SH |
| VRT | Vertiv Holdings Co | 6K | $500K+ | SH |
| PKW | Invesco BuyBack Achievers ETF | 7K | $500K+ | SH |
| PH | Parker-Hannifin Corp | 1K | $500K+ | SH |
| CSCO | Cisco Systems Inc/Delaware | 11K | $500K+ | SH |
| SLV | iShares Silver Trust | 13K | $500K+ | SH |
| PAYX | Paychex Inc | 7K | $500K+ | SH |
| XOM | Exxon Mobil Corp | 7K | $500K+ | SH |
| AVGO | Broadcom Ltd | 2K | $500K+ | SH |
| KO | Coca-Cola Co/The | 11K | $500K+ | SH |
| TOST | Toast Inc | 22K | $500K+ | SH |
| EMR | Emerson Electric Co | 6K | $500K+ | SH |
| CI | Cigna Corp | 3K | $500K+ | SH |
| NSC | Norfolk Southern Corp | 3K | $500K+ | SH |
| NEM | Newmont Corp | 8K | $500K+ | SH |
| CAT | Caterpillar Inc | 1K | $500K+ | SH |
| PHYS | Sprott Physical Gold Trust | 22K | $500K+ | SH |
| BAC | Bank of America Corp | 13K | $500K+ | SH |
| DSI | iShares Trust - iShares MSCI K | 5K | $500K+ | SH |
| MCK | McKesson Corp | 830 | $500K+ | SH |
| VTEB | Vanguard Tax-Exempt Bond Index | 13K | $500K+ | SH |
| GD | General Dynamics Corp | 2K | $500K+ | SH |
| ADP | Automatic Data Processing Inc | 3K | $500K+ | SH |
| CYBR | CyberArk Software Ltd | 1K | $500K+ | SH |
| TSLA | Tesla Inc | 1K | $500K+ | SH |
| VNQ | Vanguard Real Estate ETF | 7K | $500K+ | SH |
| VOE | Vanguard Mid-Cap Value ETF | 3K | $500K+ | SH |
| BND | Vanguard Total Bond Market ETF | 8K | $500K+ | SH |
| XYL | Xylem Inc/NY | 4K | $500K+ | SH |
| KGC | Kinross Gold Corp | 21K | $500K+ | SH |