Bull Street Advisors, LLC: 13F holdings

CIK 17908372026Q2

Positions95
Reported value$219.0m
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
JNJ Johnson & Johnson45,418$11.5m5.3%
AAPL Apple Inc.38,241$11.1m5.1%
TJX TJX Companies Inc.68,868$10.4m4.8%
KO Coca-Cola Company101,721$8.3m3.8%
COST Costco Wholesale Corp7,915$7.4m3.4%
BSV Vanguard Sh Term Bond ETF91,041$7.1m3.2%
VGSH Vanguard Sh Term Govt ETF118,857$6.9m3.2%
MSFT Microsoft Corporation17,685$6.6m3.0%
HD Home Depot Inc.16,532$5.8m2.7%
JPM JPMorgan Chase & Co16,568$5.4m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1790837")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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