1y return+3.2%S&P 500 +20.9%
3y return+40.1%S&P 500 +68.5%
5y return+42.4%S&P 500 +74.5%
10y return+176.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $276 against $357 in the S&P 500.2
Beck Mack & Oliver LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| APOApollo Global Mgmt Inc | $318.7M | 6.2% | −2.6% |
| GOOGAlphabet Inc Cap Stk Cl C | $284.1M | 5.5% | −12.7% |
| BXBlackstone Inc. | $262.4M | 5.1% | −1.3% |
| AJGGallagher Arthur J | $243.8M | 4.8% | |
| SUNBSunbelt Rentals Holding Common | $237.0M | 4.6% | −6.2% |
| MSFTMicrosoft Corp | $203.6M | 4.0% | −1.9% |
| RDNTRadnet Inc Com | $195.1M | 3.8% | |
| CACCCredit Accep Corp Mich Com | $194.8M | 3.8% | |
| SGISomnigroup International Com | $193.5M | 3.8% | +2.5% |
| SCHWSchwab Charles Cp New Com | $186.1M | 3.6% | −1.3% |
| FERGFerguson Enterprises Inc. | $184.6M | 3.6% | −6.6% |
| ZWSZurn Elkay Water Solutions Cor | $173.4M | 3.4% | −1.9% |
| LHLabcorp Holdings | $169.5M | 3.3% | −1.8% |
| WATWaters Corporation | $162.8M | 3.2% | |
| AXPAmerican Express Co | $136.6M | 2.7% | −1.0% |
| JPMJpmorgan Chase & Co. | $122.7M | 2.4% | −3.3% |
| HLTHilton Worldwide Holdings Inc | $119.1M | 2.3% | −8.7% |
| ABTAbbott Labs | $101.9M | 2.0% | +20.1% |
| GSATGlobalstar Inc | $89.8M | 1.8% | −1.1% |
| GOOGLAlphabet Inc Cap Stk Cl A | $79.7M | 1.6% | −8.0% |
| RUSHARush Enterprises Inc Cl A | $67.9M | 1.3% | −2.9% |
| MTDRMatador Res Co Com | $67.6M | 1.3% | |
| WABWabtec Corporation | $61.9M | 1.2% | |
| JEFJefferies Financial Group | $61.1M | 1.2% | |
| QCOMQualcomm Inc Com | $60.8M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTDRMatador Res Co Com | June 30, 2020 | +485.7% | $67.6M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $79.7M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $284.1M |
| WABWabtec Corporation | June 30, 2020 | +368.4% | $61.9M |
| HLTHilton Worldwide Holdings Inc | June 30, 2020 | +349.9% | $119.1M |
| WMBWilliams Cos Inc Del | June 30, 2020 | +290.8% | $31.2M |
| RDNTRadnet Inc Com | June 30, 2020 | +288.6% | $195.1M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $136.6M |
| JPMJpmorgan Chase & Co. | June 30, 2020 | +248.0% | $122.7M |
| JEFJefferies Financial Group | June 30, 2020 | +221.4% | $61.1M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $7.7M
- CWGIXCapital World Growth & Com was $1.8M
- PRPFXPermanent Portfolio Fd Perm Po was $636K
- AGTHXGrowth Fd Amer Cl A was $604K
- Trane Technologies PLC ShsCUSIP G8994E103 was $497K
- VFIAXVanguard Index Fds 500index Ad was $481K
- KTOSKratos Defense & Sec S Com New was $262K
- ZTSZoetis Inc Cl A was $261K
- Accenture PLCCUSIP G1151C101 was $252K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.8% | +14.8% |
| March 31, 2026 | −11.5% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −7.1% | −4.6% |
| December 31, 2024 | +5.5% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | −1.3% | +4.0% |
| March 31, 2024 | +9.9% | +10.0% |
| December 31, 2023 | +12.9% | +11.2% |
| September 30, 2023 | −0.7% | −3.6% |
| June 30, 2023 | +10.1% | +8.3% |
| March 31, 2023 | +2.1% | +7.0% |
| December 31, 2022 | +8.9% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −16.3% | −16.5% |
| March 31, 2022 | −6.0% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | +2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beck Mack & Oliver LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=10742&type=13F-HR&dateb=&owner=include&count=40CIK 10742
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/10742/000001074226000013/Filed August 14, 2026 · accession 0000010742-26-000013