Kathleen S. Wright Associates Inc. quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Kathleen S. Wright Associates Inc. opened 92 positions, added to 0, reduced 21, sold out of 81 and left 10 unchanged. The largest increase in value was BRKB (+$21,476,047); the largest decrease was BRKB (-$21,250,574).
- BRKB: Country of operation —; Class L B NEW; Shares 2025-06-30 0; Shares 2025-09-30 42,718.
- BN: Country of operation —; Class L A LTD VT SH; Shares 2025-06-30 0; Shares 2025-09-30 57,730.
- AXP: Country of operation United States; Class OM; Shares 2025-06-30 0; Shares 2025-09-30 8,299.
- GOOGL: Country of operation United States; Class AP STK CL A; Shares 2025-06-30 0; Shares 2025-09-30 10,439.
Two Form 13F-HR filings compared (SEC CIK 1908433): 2025-06-30 (filed 2025-07-31) and 2025-09-30 (filed 2025-10-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | L B NEW | 0 | 42,718 | +42,718 | $0 | $21,476,047 | +$21,476,047 |
|---|
BN
BROOKFIELD CORP | | L A LTD VT SH | 0 | 57,730 | +57,730 | $0 | $3,959,123 | +$3,959,123 |
|---|
AXP
AMERICAN EXPRESS CO | United States | OM | 0 | 8,299 | +8,299 | $0 | $2,756,444 | +$2,756,444 |
|---|
GOOGL
ALPHABET INC | United States | AP STK CL A | 0 | 10,439 | +10,439 | $0 | $2,537,803 | +$2,537,803 |
|---|
AMZN
AMAZON COM INC | United States | OM | 0 | 10,002 | +10,002 | $0 | $2,196,139 | +$2,196,139 |
|---|
MKL
MARKEL GROUP INC | United States | OM | 0 | 990 | +990 | $0 | $1,892,246 | +$1,892,246 |
|---|
V
VISA INC | United States | OM CL A | 0 | 4,728 | +4,728 | $0 | $1,614,045 | +$1,614,045 |
|---|
MSFT
MICROSOFT CORP | United States | OM | 0 | 1,915 | +1,915 | $0 | $991,874 | +$991,874 |
|---|
BAM
BROOKFIELD ASSET MANAGMT LTD | United States | L A LMT VTG SHS | 0 | 15,418 | +15,418 | $0 | $877,901 | +$877,901 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | OM | 0 | 2,721 | +2,721 | $0 | $798,483 | +$798,483 |
|---|
JNJ
JOHNSON & JOHNSON | United States | OM | 0 | 4,000 | +4,000 | $0 | $741,680 | +$741,680 |
|---|
IAU
ISHARES GOLD TR | United States | SHARES NEW | 0 | 6,649 | +6,649 | $0 | $483,848 | +$483,848 |
|---|
AAPL
APPLE INC | United States | OM | 0 | 1,871 | +1,871 | $0 | $476,413 | +$476,413 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | OM | 0 | 9,181 | +9,181 | $0 | $403,495 | +$403,495 |
|---|
WFC
WELLS FARGO CO NEW | United States | OM | 0 | 4,475 | +4,475 | $0 | $375,095 | +$375,095 |
|---|
DIS
DISNEY WALT CO | United States | OM | 0 | 3,075 | +3,075 | $0 | $352,088 | +$352,088 |
|---|
DKS
DICKS SPORTING GOODS INC | United States | OM | 0 | 1,250 | +1,250 | $0 | $277,775 | +$277,775 |
|---|
BX
BLACKSTONE INC | United States | OM | 0 | 1,514 | +1,514 | $0 | $258,667 | +$258,667 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | OM | 0 | 2,700 | +2,700 | $0 | $257,769 | +$257,769 |
|---|
AFRM
AFFIRM HLDGS INC | United States | OM CL A | 0 | 3,333 | +3,333 | $0 | $243,576 | +$243,576 |
|---|
AMT
AMERICAN TOWER CORP NEW | United States | OM | 0 | 1,250 | +1,250 | $0 | $240,400 | +$240,400 |
|---|
BKNG
BOOKING HOLDINGS INC | United States | OM | 0 | 42 | +42 | $0 | $226,769 | +$226,769 |
|---|
UBER
UBER TECHNOLOGIES INC | United States | OM | 0 | 2,311 | +2,311 | $0 | $226,409 | +$226,409 |
|---|
MCO
MOODYS CORP | United States | OM | 0 | 400 | +400 | $0 | $190,592 | +$190,592 |
|---|
GOOG
ALPHABET INC | United States | AP STK CL C | 0 | 540 | +540 | $0 | $131,517 | +$131,517 |
|---|
NFLX
NETFLIX INC | United States | OM | 0 | 100 | +100 | $0 | $119,892 | +$119,892 |
|---|
CB
CHUBB LIMITED | | OM | 0 | 420 | +420 | $0 | $118,545 | +$118,545 |
|---|
GHC
GRAHAM HLDGS CO | United States | OM CL B | 0 | 100 | +100 | $0 | $117,731 | +$117,731 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | OM | 0 | 377 | +377 | $0 | $113,185 | +$113,185 |
|---|
TSLA
TESLA INC | United States | OM | 0 | 238 | +238 | $0 | $105,843 | +$105,843 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | OM | 0 | 516 | +516 | $0 | $105,068 | +$105,068 |
|---|
NVDA
NVIDIA CORPORATION | United States | OM | 0 | 533 | +533 | $0 | $99,447 | +$99,447 |
|---|
COR
CENCORA INC | United States | OM | 0 | 303 | +303 | $0 | $94,697 | +$94,697 |
|---|
WDC
WESTERN DIGITAL CORP | United States | OM | 0 | 617 | +617 | $0 | $74,077 | +$74,077 |
|---|
TGT
TARGET CORP | United States | OM | 0 | 800 | +800 | $0 | $71,760 | +$71,760 |
|---|
FTNT
FORTINET INC | United States | OM | 0 | 836 | +836 | $0 | $70,291 | +$70,291 |
|---|
FLEX
FLEX LTD | | RD | 0 | 1,179 | +1,179 | $0 | $68,347 | +$68,347 |
|---|
FEOE
RBB FUND TRUST | United States | IRST EAGLE OVER | 0 | 1,440 | +1,440 | $0 | $66,419 | +$66,419 |
|---|
CORT
CORCEPT THERAPEUTICS INC | United States | OM | 0 | 786 | +786 | $0 | $65,324 | +$65,324 |
|---|
ACM
AECOM | United States | OM | 0 | 480 | +480 | $0 | $62,626 | +$62,626 |
|---|
AUR
AURORA INNOVATION INC | United States | LASS A COM | 0 | 10,708 | +10,708 | $0 | $57,716 | +$57,716 |
|---|
BDX
BECTON DICKINSON & CO | United States | OM | 0 | 300 | +300 | $0 | $56,151 | +$56,151 |
|---|
ABBV
ABBVIE INC | United States | OM | 0 | 232 | +232 | $0 | $53,717 | +$53,717 |
|---|
LDOS
LEIDOS HOLDINGS INC | United States | OM | 0 | 281 | +281 | $0 | $53,098 | +$53,098 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | OM | 0 | 90 | +90 | $0 | $50,604 | +$50,604 |
|---|
SNX
TD SYNNEX CORPORATION | United States | OM | 0 | 304 | +304 | $0 | $49,780 | +$49,780 |
|---|
META
META PLATFORMS INC | United States | L A | 0 | 65 | +65 | $0 | $47,735 | +$47,735 |
|---|
FFIV
F5 INC | United States | OM | 0 | 144 | +144 | $0 | $46,539 | +$46,539 |
|---|
MHK
MOHAWK INDS INC | United States | OM | 0 | 350 | +350 | $0 | $45,122 | +$45,122 |
|---|
CMI
CUMMINS INC | United States | OM | 0 | 105 | +105 | $0 | $44,349 | +$44,349 |
|---|
MAR
MARRIOTT INTL INC NEW | United States | L A | 0 | 164 | +164 | $0 | $42,691 | +$42,691 |
|---|
FCN
FTI CONSULTING INC | United States | OM | 0 | 257 | +257 | $0 | $41,544 | +$41,544 |
|---|
FBRT
FRANKLIN BSP RLTY TR INC | United States | OMMON STOCK | 0 | 3,425 | +3,425 | $0 | $37,196 | +$37,196 |
|---|
CARG
CARGURUS INC | United States | OM CL A | 0 | 989 | +989 | $0 | $36,820 | +$36,820 |
|---|
AX
AXOS FINANCIAL INC | United States | OM | 0 | 426 | +426 | $0 | $36,061 | +$36,061 |
|---|
CHKP
CHECK POINT SOFTWARE TECH LT | | RD | 0 | 172 | +172 | $0 | $35,589 | +$35,589 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | OM | 0 | 214 | +214 | $0 | $34,623 | +$34,623 |
|---|
CSGP
COSTAR GROUP INC | United States | OM | 0 | 400 | +400 | $0 | $33,748 | +$33,748 |
|---|
TTEK
TETRA TECH INC NEW | United States | OM | 0 | 935 | +935 | $0 | $31,210 | +$31,210 |
|---|
MS
MORGAN STANLEY | United States | OM NEW | 0 | 192 | +192 | $0 | $30,520 | +$30,520 |
|---|
HTGC
HERCULES CAPITAL INC | United States | OM | 0 | 1,580 | +1,580 | $0 | $29,878 | +$29,878 |
|---|
AVGO
BROADCOM INC | United States | OM | 0 | 90 | +90 | $0 | $29,692 | +$29,692 |
|---|
ASML
ASML HOLDING N V | | Y REGISTRY SHS | 0 | 30 | +30 | $0 | $29,043 | +$29,043 |
|---|
CRM
SALESFORCE INC | United States | OM | 0 | 117 | +117 | $0 | $27,729 | +$27,729 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | OM NEW | 0 | 60 | +60 | $0 | $26,834 | +$26,834 |
|---|
AMAT
APPLIED MATLS INC | United States | OM | 0 | 131 | +131 | $0 | $26,821 | +$26,821 |
|---|
GLD
SPDR GOLD TR | United States | OLD SHS | 0 | 75 | +75 | $0 | $26,660 | +$26,660 |
|---|
CAT
CATERPILLAR INC | United States | OM | 0 | 54 | +54 | $0 | $25,766 | +$25,766 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | OM NEW | 0 | 206 | +206 | $0 | $25,493 | +$25,493 |
|---|
RITM
RITHM CAPITAL CORP | United States | OM NEW | 0 | 2,000 | +2,000 | $0 | $22,780 | +$22,780 |
|---|
SUPN
SUPERNUS PHARMACEUTICALS INC | United States | OM | 0 | 475 | +475 | $0 | $22,700 | +$22,700 |
|---|
COF
CAPITAL ONE FINL CORP | United States | OM | 0 | 102 | +102 | $0 | $21,683 | +$21,683 |
|---|
SYY
SYSCO CORP | United States | OM | 0 | 206 | +206 | $0 | $16,962 | +$16,962 |
|---|
FCX
FREEPORT-MCMORAN INC | United States | L B | 0 | 431 | +431 | $0 | $16,904 | +$16,904 |
|---|
CF
CF INDS HLDGS INC | United States | OM | 0 | 175 | +175 | $0 | $15,698 | +$15,698 |
|---|
UNP
UNION PAC CORP | United States | OM | 0 | 65 | +65 | $0 | $15,364 | +$15,364 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | OM | 0 | 76 | +76 | $0 | $15,203 | +$15,203 |
|---|
NXT
NEXTRACKER INC | United States | LASS A COM | 0 | 205 | +205 | $0 | $15,168 | +$15,168 |
|---|
COST
COSTCO WHSL CORP NEW | United States | OM | 0 | 15 | +15 | $0 | $13,884 | +$13,884 |
|---|
BA
BOEING CO | United States | OM | 0 | 64 | +64 | $0 | $13,813 | +$13,813 |
|---|
MPC
MARATHON PETE CORP | United States | OM | 0 | 63 | +63 | $0 | $12,143 | +$12,143 |
|---|
HURN
HURON CONSULTING GROUP INC | United States | OM | 0 | 80 | +80 | $0 | $11,742 | +$11,742 |
|---|
HST
HOST HOTELS & RESORTS INC | United States | OM | 0 | 588 | +588 | $0 | $10,013 | +$10,013 |
|---|
AEP
AMERICAN ELEC PWR CO INC | United States | OM | 0 | 78 | +78 | $0 | $8,775 | +$8,775 |
|---|
EQT
EQT CORP | United States | OM | 0 | 154 | +154 | $0 | $8,382 | +$8,382 |
|---|
PDSB
PDS BIOTECHNOLOGY CORP | United States | OM | 0 | 7,000 | +7,000 | $0 | $7,070 | +$7,070 |
|---|
CMCSA
COMCAST CORP NEW | United States | L A | 0 | 186 | +186 | $0 | $5,844 | +$5,844 |
|---|
SYF
SYNCHRONY FINANCIAL | United States | OM | 0 | 77 | +77 | $0 | $5,471 | +$5,471 |
|---|
COP
CONOCOPHILLIPS | United States | OM | 0 | 53 | +53 | $0 | $5,013 | +$5,013 |
|---|
BNT
BROOKFIELD WEALTH SOL LTD | Bermuda | L A EXCHANGEAB | 0 | 39 | +39 | $0 | $2,671 | +$2,671 |
|---|
BAX
BAXTER INTL INC | United States | OM | 0 | 100 | +100 | $0 | $2,277 | +$2,277 |
|---|
F
FORD MTR CO | United States | OM | 0 | 117 | +117 | $0 | $1,398 | +$1,398 |
|---|
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