Councilmark Asset Management, LLC
Councilmark Asset Management, LLC reported 84 positions worth $188.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VIG (10.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VIG | SH | $19.8M | 10.49% | 83,740 | — | — | |
| ▸ 2 | AAPL | SH | $18.9M | 10.01% | 65,334 | — | — | |
| ▸ 3 | GOOGL | SH | $10.9M | 5.77% | 30,492 | — | — | |
| ▸ 4 | MSFT | SH | $9.9M | 5.22% | 26,442 | — | — | |
| ▸ 5 | BRK-B | SH | $9.0M | 4.79% | 18,081 | — | — | |
| ▸ 6 | GOOG | SH | $8.2M | 4.33% | 23,169 | — | — | |
| ▸ 7 | MCK | SH | $7.0M | 3.72% | 9,307 | — | — | |
| ▸ 8 | WMT | SH | $6.7M | 3.55% | 59,222 | — | — | |
| ▸ 9 | HD | SH | $5.8M | 3.07% | 16,433 | — | — | |
| ▸ 10 | VTI | SH | $5.5M | 2.90% | 14,829 | — | — |
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Frequently Asked Questions
What stocks does Councilmark Asset Management, LLC hold as of Q2 2026?
Councilmark Asset Management, LLC reported 84 positions worth $188.9M in its Q2 2026 13F filing. Largest positions: VIG (10.5%), AAPL (10.0%), GOOGL (5.8%), MSFT (5.2%) and BRK-B (4.8%).
What did Councilmark Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Councilmark Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.