BECK MACK & OLIVER LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 10742
Institutional-grade research for retail investors

13F Reported Value

$4.8B

Holdings

195

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

BECK MACK & OLIVER LLC disclosed 195 positions worth $4.8B in its Form 13F-HR for Q1 2026, led by $APO (Apollo Global Management, Inc.) at 6.3% of the equity portfolio, followed by $GOOG and $BX. During the quarter the fund opened 13 new positions and exited 12 — including a new stake in $SUNB. The portfolio is most concentrated in Financials (34.2% of disclosed assets). All figures are sourced directly from BECK MACK & OLIVER LLC’s Form 13F-HR filing with the SEC under CIK 10742.

Sector Allocation

FinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcareEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of BECK MACK & OLIVER LLC's 195 positions.

Showing top 10 of 195 holdings.

Sector Allocation

Financials

$1.7B

Technology

$840.9M

Consumer Discretionary

$720.4M

Industrials

$632.7M

Healthcare

$571.2M

Energy

$185.0M

Communication Services

$123.8M

Real Estate

$33.4M

Full Holdings — BECK MACK & OLIVER LLC (Q1 2026)

All 195 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1APO$APOApollo Global Management, Inc.$308.1M6.3%+0%55.7
2GOOG$GOOGAlphabet Inc.$264.2M5.5%-8%80.2
3BX$BXBlackstone Inc.$259.8M5.4%+5%68
4AJG$AJGArthur J. Gallagher & Co.$230.1M4.8%+21%72.1
5SUNB$SUNBSunbelt Rentals Holdings, Inc.$219.8M4.5%NEW
6MSFT$MSFTMICROSOFT CORP$205.9M4.3%-2%83.7
7FERG$FERGFerguson Enterprises Inc. /DE/$194.2M4.0%-1%58.9
8SCHW$SCHWSCHWAB CHARLES CORP$192.0M4.0%-1%77.2
9SGI$SGISOMNIGROUP INTERNATIONAL INC.$178.1M3.7%+4%64.6
10RDNT$RDNTRadNet, Inc.$177.0M3.6%-2%51.4
11LH$LHLABCORP HOLDINGS INC.$164.5M3.4%-2%54.8
12ZWS$ZWSZurn Elkay Water Solutions Corp$156.8M3.2%-2%67.4
13CACC$CACCCREDIT ACCEPTANCE CORP$130.8M2.7%-0%70.6
14WAT$WATWATERS CORP /DE/$128.7M2.6%+11%69.9
15AXP$AXPAMERICAN EXPRESS CO$123.4M2.5%-0%73.2
16HLT$HLTHilton Worldwide Holdings Inc.$120.0M2.5%-4%73.1
17CSGP$CSGPCOSTAR GROUP, INC.$118.1M2.4%+32%49.5
18JPM$JPMJPMORGAN CHASE & CO$114.1M2.4%-2%35.6
19ABT$ABTABBOTT LABORATORIES$96.0M2.0%+7%67
20MTDR$MTDRMatador Resources Co$85.8M1.8%-5%66.1
21GSAT$GSATGlobalstar, Inc.$74.2M1.5%-2%45.2
22GOOG$GOOGAlphabet Inc.$69.8M1.4%-14%80.2
23RUSHA$RUSHARUSH ENTERPRISES INC \TX\$63.3M1.3%-3%52.7
24ROP$ROPROPER TECHNOLOGIES INC$57.7M1.2%-29%72.2
25WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$57.3M1.2%-1%70.8
26JNJ$JNJJOHNSON & JOHNSON$52.3M1.1%-3%72.8
27JEF$JEFJefferies Financial Group Inc.$50.5M1.0%-1%65.6
28MA$MAMastercard Inc$48.0M1.0%+0%81.7
29OWL$OWLBLUE OWL CAPITAL INC.$47.9M1.0%-32%59.4
30AMZN$AMZNAMAZON COM INC$47.6M1.0%+10%74.6
31BRK.B$BRK.BBERKSHIRE HATHAWAY INC$42.7M0.9%-3%64.5
32QCOM$QCOMQUALCOMM INC/DE$42.5M0.9%+1%81.9
33MKL$MKLMARKEL GROUP INC.$37.5M0.8%-9%68.2
34WMT$WMTWalmart Inc.$35.9M0.7%-1%63.2
35WBD$WBDWarner Bros. Discovery, Inc.$33.2M0.7%-35%42.1
36BN$BNBROOKFIELD Corp /ON/$32.5M0.7%-5%
37TEVA$TEVATEVA PHARMACEUTICAL INDUSTRIES LTD$31.7M0.7%-0%
38EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$30.9M0.6%+3%66.4
39WMB$WMBWILLIAMS COMPANIES, INC.$30.9M0.6%-1%72.8
40UNP$UNPUNION PACIFIC CORP$30.7M0.6%-1%74
41AAPL$AAPLApple Inc.$29.6M0.6%-1%76.1
42LOW$LOWLOWES COMPANIES INC$28.8M0.6%-12%63.5
43HUBB$HUBBHUBBELL INC$24.0M0.5%-1%68.7
44ENB$ENBENBRIDGE INC$17.3M0.4%-1%
45DUK$DUKDuke Energy CORP$16.4M0.3%+0%64
46ALC$ALCALCON INC$15.8M0.3%+674%
47NTR$NTRNutrien Ltd.$13.7M0.3%-3%
48ARES$ARESAres Management Corp$12.8M0.3%+54%70.8
49SYY$SYYSYSCO CORP$12.8M0.3%-1%58.4
50PKE$PKEPARK AEROSPACE CORP$11.6M0.2%-37%68.5
51VZ$VZVERIZON COMMUNICATIONS INC$11.3M0.2%+2%71.6
52SDHC$SDHCSmith Douglas Homes Corp.$10.9M0.2%+4%31.2
53MRK$MRKMerck & Co., Inc.$10.8M0.2%-8%70.9
54COST$COSTCOSTCO WHOLESALE CORP /NEW$10.5M0.2%-0%67
55FDX$FDXFEDEX CORP$9.6M0.2%-5%60.3
56BWIN$BWINBaldwin Insurance Group, Inc.$9.4M0.2%+47%51.6
57FTRE$FTREFortrea Holdings Inc.$8.9M0.2%+18%31.4
58SHW$SHWSHERWIN WILLIAMS CO$8.5M0.2%-8%65.3
59DOV$DOVDOVER Corp$8.2M0.2%-22%63.1
60PG$PGPROCTER & GAMBLE Co$8.0M0.2%+7%72.9
61XOM$XOMEXXON MOBIL CORP$7.7M0.2%-1%61.8
62DIBS$DIBS1stdibs.com, Inc.$7.1M0.1%-33%23.5
63CRIMSON WINE GROUP LTD COM$6.7M0.1%-1%
64HD$HDHOME DEPOT, INC.$6.4M0.1%+0%69.2
65COO$COOCOOPER COMPANIES, INC.$5.4M0.1%+83%55.8
66GLD$GLDSPDR GOLD TRUST$4.9M0.1%+0%
67AXS$AXSAXIS CAPITAL HOLDINGS LTD$4.8M0.1%+0%
68PGR$PGRPROGRESSIVE CORP/OH/$4.8M0.1%-1%83.6
69V$VVISA INC.$4.7M0.1%-1%83.5
70KMB$KMBKIMBERLY CLARK CORP$4.2M0.1%-1%61.7
71RKT$RKTRocket Companies, Inc.$4.1M0.1%+8%
72BAM$BAMBrookfield Asset Management Ltd.$4.0M0.1%-5%
73KKR$KKRKKR & Co. Inc.$4.0M0.1%-22%49.8
74AWI$AWIARMSTRONG WORLD INDUSTRIES INC$3.7M0.1%-16%69.6
75CVX$CVXCHEVRON CORP$3.7M0.1%-0%54.7
76PEP$PEPPEPSICO INC$3.6M0.1%+9%62.7
77VTS$VTSVitesse Energy, Inc.$3.6M0.1%-1%45.5
78MTB$MTBM&T BANK CORP$3.4M0.1%+0%64.1
79TSQ$TSQTownsquare Media, Inc.$3.3M0.1%-43%39.3
80ADP$ADPAUTOMATIC DATA PROCESSING INC$3.1M0.1%-40%77.9
81LIN$LINLINDE PLC$3.1M0.1%-25%
82ABBV$ABBVAbbVie Inc.$3.1M0.1%-22%59.3
83KNSL$KNSLKinsale Capital Group, Inc.$3.1M0.1%NEW79.6
84DE$DEDEERE & CO$3.0M0.1%+0%57.4
85GL$GLGLOBE LIFE INC.$2.9M0.1%+0%66.6
86ISHARES S&P 500 INDEX FUND$2.9M0.1%+0%
87MAR$MARMARRIOTT INTERNATIONAL INC /MD/$2.5M0.1%NEW65.9
88PFE$PFEPFIZER INC$2.5M0.1%-1%69
89TJX$TJXTJX COMPANIES INC /DE/$2.2M0.0%-1%70.7
90NVDA$NVDANVIDIA CORP$2.1M0.0%-1%90.2
91RTX$RTXRTX Corp$2.1M0.0%+0%70
92GE$GEGENERAL ELECTRIC CO$2.1M0.0%+0%74.8
93GEV$GEVGE Vernova Inc.$1.9M0.0%+13%70.1
94CAPITAL WORLD GROWTH & COM$1.8M0.0%+0%
95TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.8M0.0%+0%
96NESTLE SA SPONSORED ADR$1.7M0.0%+0%
97USB$USBUS BANCORP DE$1.7M0.0%+384%71.4
98KO$KOCOCA COLA CO$1.6M0.0%+19%74
99WMS$WMSADVANCED DRAINAGE SYSTEMS, INC.$1.6M0.0%+12%58
100LOAR$LOARLoar Holdings Inc.$1.5M0.0%+440%70.5
101SLB$SLBSLB LIMITED/NV$1.5M0.0%+0%63.2
102VANGUARD INDEX FDS S&P 500 ETF$1.4M0.0%-8%
103NEE$NEENEXTERA ENERGY INC$1.4M0.0%-0%71.7
104FAST$FASTFASTENAL CO$1.3M0.0%+0%73.5
105PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$1.3M0.0%+0%74.6
106MO$MOALTRIA GROUP, INC.$1.2M0.0%+0%72.1
107EW$EWEdwards Lifesciences Corp$1.2M0.0%+0%67.6
108SHEL$SHELShell plc$1.2M0.0%+0%
109META$METAMeta Platforms, Inc.$1.2M0.0%-1%80.9
110D$DDOMINION ENERGY, INC$1.2M0.0%+0%74.9
111PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$1.1M0.0%+0%70.9
112GS$GSGOLDMAN SACHS GROUP INC$1.0M0.0%+348%
113SPY$SPYSPDR S&P 500 ETF TRUST$977,4610.0%-0%
114TMO$TMOTHERMO FISHER SCIENTIFIC INC.$956,0260.0%+0%63.7
115__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$914,0440.0%-68%36.7
116KHC$KHCKraft Heinz Co$899,6000.0%+33%42.5
117MS$MSMORGAN STANLEY$822,8500.0%-18%
118MTD$MTDMETTLER TOLEDO INTERNATIONAL INC/$807,1680.0%+0%68.8
119VLO$VLOVALERO ENERGY CORP/TX$801,0230.0%NEW51.4
120VANECK VECTORS ETF TR JR GOLD$732,2440.0%+0%
121EOG$EOGEOG RESOURCES INC$708,3930.0%+0%71.1
122BELFA$BELFABEL FUSE INC /NJ$692,9300.0%+0%60.7
123CCZ$CCZCOMCAST CORP$652,2050.0%-26%70.4
124PERMANENT PORTFOLIO FD PERM PO$635,6010.0%NEW
125GROWTH FD AMER CL A$604,3320.0%+0%
126CARR$CARRCARRIER GLOBAL Corp$585,2860.0%+0%61.5
127PPTA$PPTAPERPETUA RESOURCES CORP.$582,0840.0%+0%
128CL$CLCOLGATE PALMOLIVE CO$553,6540.0%NEW72.4
129TSCO$TSCOTRACTOR SUPPLY CO /DE/$543,0110.0%+0%60.7
130PAYX$PAYXPAYCHEX INC$528,4920.0%+43%75.1
131RNR$RNRRENAISSANCERE HOLDINGS LTD$505,2910.0%+0%
132INTU$INTUINTUIT INC.$500,2640.0%NEW82
133TT$TTTrane Technologies plc$497,1710.0%+0%
134VANGUARD INDEX FDS 500INDEX AD$481,2300.0%+2%
135COP$COPCONOCOPHILLIPS$472,5600.0%+0%74.8
136WM$WMWASTE MANAGEMENT INC$470,6100.0%+0%70.7
137COF$COFCAPITAL ONE FINANCIAL CORP$464,8320.0%+0%71
138CBSH$CBSHCOMMERCE BANCSHARES INC /MO/$449,4420.0%+0%
139FISV$FISVFISERV INC$443,8890.0%-81%67.4
140LAMR$LAMRLAMAR ADVERTISING CO/NEW$443,3100.0%-30%67.8
141KLAC$KLACKLA CORP$440,2510.0%+0%84.4
142TOST$TOSTToast, Inc.$438,3160.0%-21%69.5
143ALL$ALLALLSTATE CORP$437,4870.0%+0%76.6
144DIS$DISWalt Disney Co$436,3120.0%+2%68.9
145IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$412,2260.0%+0%66.7
146FWONA$FWONALiberty Media Corp$398,9110.0%+0%51
147CBRE$CBRECBRE GROUP, INC.$396,3560.0%+0%62.9
148IDXX$IDXXIDEXX LABORATORIES INC /DE$393,3230.0%-20%73.6
149DHR$DHRDANAHER CORP /DE/$378,2520.0%-76%63.9
150MCD$MCDMCDONALDS CORP$374,5020.0%+0%73.9
151STATE STREET SPDR S&P DIVID ET$362,3690.0%+0%
152JPM$JPMJPMORGAN CHASE & CO$355,0810.0%+0%35.6
153OTIS$OTISOtis Worldwide Corp$353,1810.0%+0%60.3
154BAX$BAXBAXTER INTERNATIONAL INC$350,7670.0%-0%45.7
155LGND$LGNDLIGAND PHARMACEUTICALS INC$338,2070.0%NEW66
156TSLA$TSLATesla, Inc.$334,5750.0%-10%50.1
157SO$SOSOUTHERN CO$328,1680.0%+0%65.1
158SPGI$SPGIS&P Global Inc.$325,3850.0%+0%79.4
159CHCO$CHCOCITY HOLDING CO$312,0670.0%+0%33.7
160APD$APDAir Products & Chemicals, Inc.$309,3720.0%NEW41.2
161FWONA$FWONALiberty Media Corp$306,4120.0%+0%51
162WFC$WFCWELLS FARGO & COMPANY/MN$293,1240.0%+0%
163CET$CETCENTRAL SECURITIES CORP$291,1090.0%+0%
164ALLIANCE BERNSTEIN HOLDING L.P$286,7160.0%+0%
165CB$CBChubb Ltd$286,1670.0%+0%
166J$JJACOBS SOLUTIONS INC.$284,0890.0%+0%47.7
167WBS$WBSWEBSTER FINANCIAL CORP$283,9970.0%+0%60.2
168SCHWAB STRATEGIC TR US MID-CAP$283,8100.0%+0%
169MU$MUMICRON TECHNOLOGY INC$282,0960.0%+0%88.4
170CMI$CMICUMMINS INC$279,7700.0%+0%58.9
171SCHWAB STRATEGIC TR US LCAP VA$278,5800.0%+0%
172YUM$YUMYUM BRANDS INC$273,6450.0%+0%71.7
173ASML$ASMLASML HOLDING NV$262,8450.0%NEW
174KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$261,7330.0%NEW48
175ZTS$ZTSZoetis Inc.$260,6530.0%+0%72.6
176ACN$ACNAccenture plc$251,8280.0%-12%
177TXN$TXNTEXAS INSTRUMENTS INC$237,8220.0%+0%70.4
178ELV$ELVElevance Health, Inc.$234,4930.0%-15%59.4
179ISHARES TR IBOXX HI YD ETF$222,6880.0%+0%
180INTC$INTCINTEL CORP$221,0030.0%-17%41.5
181AMGN$AMGNAMGEN INC$219,5540.0%-88%79.5
182VANGUARD SMALL-CAP VIPERS$217,3940.0%-11%
183ONEX COPR SUB VTG (ONEXF)$213,7270.0%+16%
184KMI$KMIKINDER MORGAN, INC.$202,8570.0%NEW74.6
185WESDOME GOLD MINES LTD COM$194,2380.0%+0%
186GSM$GSMFerroglobe PLC$166,4480.0%+0%
187IAUX$IAUXi-80 Gold Corp.$152,0000.0%NEW
188VTRS$VTRSViatris Inc$144,1110.0%+0%47.1
189BODYCOTE PLC COM$139,0600.0%+0%
190SJT$SJTSAN JUAN BASIN ROYALTY TRUST$74,9400.0%+0%
191RIG$RIGTransocean Ltd.$70,9410.0%+0%
192VRCA$VRCAVerrica Pharmaceuticals Inc.$63,4800.0%+0%26.1
193BB$BBBLACKBERRY Ltd$58,8060.0%+0%
194DUNDEE ENERGY LTD COM$00.0%+0%
195MANITOK ENERGY INC COM$00.0%+0%

New Positions (13)

SUNB$SUNB Sunbelt Rentals Holdings, Inc.$219.8M
KNSL$KNSL Kinsale Capital Group, Inc.$3.1M
MAR$MAR MARRIOTT INTERNATIONAL INC /MD/$2.5M
VLO$VLO VALERO ENERGY CORP/TX$801,023
PERMANENT PORTFOLIO FD PERM PO$635,601
CL$CL COLGATE PALMOLIVE CO$553,654
INTU$INTU INTUIT INC.$500,264
LGND$LGND LIGAND PHARMACEUTICALS INC$338,207
APD$APD Air Products & Chemicals, Inc.$309,372
ASML$ASML ASML HOLDING NV$262,845
KTOS$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.$261,733
KMI$KMI KINDER MORGAN, INC.$202,857
IAUX$IAUX i-80 Gold Corp.$152,000

Exited Positions (12)

ASHTEAD GROUP PLC SHS
MERCHANTS BANCORP IND 6 FXD P
CVS$CVS CVS HEALTH Corp
DOX$DOX AMDOCS LTD
ORCL$ORCL ORACLE CORP
SRE$SRE SEMPRA
SOUND SHORE FD INC INV CL
ROCHE HOLDINGS LTD - SPON ADR
BKNG$BKNG Booking Holdings Inc.
ADSK$ADSK Autodesk, Inc.
CONSTELLATION SOFTWARE INC (B1
BEAR CREEK MNG CORP COM

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