Core Wealth Partners LLC: 13F holdings
CIK 19650782026Q2
| Positions | 189 |
|---|---|
| Reported value | $234.7m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ROK ROCKWELL AUTOMATION INC | 41,841 | $20.7m | 8.8% |
| AAPL APPLE INC | 61,326 | $17.7m | 7.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 13,255 | $6.6m | 2.8% |
| GOOGL ALPHABET INC | 17,391 | $6.2m | 2.6% |
| MSFT MICROSOFT CORP | 15,768 | $5.9m | 2.5% |
| AMZN AMAZON COM INC | 21,426 | $5.1m | 2.2% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 228,021 | $5.1m | 2.2% |
| NVDA NVIDIA CORPORATION | 23,095 | $4.6m | 2.0% |
| AME AMETEK INC | 18,000 | $4.4m | 1.9% |
| JAAA JANUS DETROIT STR TR | 84,109 | $4.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965078")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.