Q2 2026 13F · SEC CIK 10742

Beck Mack & Oliver LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.1B
Reported positions: 199
Top holdings a year, 3 yrs: +13.3%
Assets under management: $6.2B

Beck Mack & Oliver LLC is a wealth manager that reported 199 positions worth $5.1B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apollo Global Management Inc (APO, 6.2%), Alphabet Inc (GOOG, 5.5%), Blackstone Inc (BX, 5.1%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 22.3% for the S&P 500.

Beck Mack & Oliver LLC holdings largest 50 of 199 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beck Mack & Oliver LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
APOApollo Global Management Inc	6.2%	6.4%	2,693,798	-2.6%	$318.7M
GOOGAlphabet Inc	5.5%	5.4%	804,126	-12.7%	$284.1M
BXBlackstone Inc	5.1%	5.4%	2,230,056	-1.3%	$262.4M
AJGGallagher Arthur J & Co	4.8%	4.7%	1,061,905	-0.1%	$243.8M
SUNBSunbelt Rentals Holdings Inc	4.6%	4.5%	3,168,656	-6.2%	$237.0M
MSFTMicrosoft Corp	4.0%	4.2%	545,934	-1.9%	$203.6M
RDNTRadnet Inc	3.8%	3.6%	3,163,592	-0.1%	$195.1M
CACCCredit Accep Corp Mich	3.8%	2.7%	305,983	-1.0%	$194.8M
TPXSomnigroup International Inc	3.8%	3.7%	2,468,485	+2.5%	$193.5M
SCHWCharles Schwab Corp (the)	3.6%	4.0%	2,016,840	-1.3%	$186.1M
FERGFerguson Enterprises Inc Common Stock Ne	3.6%	4.0%	777,845	-6.6%	$184.6M
ZWSZurn Elkay Water Solutions	3.4%	3.2%	3,431,406	-1.9%	$173.4M
LHLabcorp Holdings Inc	3.3%	3.4%	605,243	-1.8%	$169.5M
WATWaters Corp	3.2%	2.7%	434,149	+0.4%	$162.8M
AXPAmerican Express Co	2.7%	2.5%	403,799	-1.0%	$136.6M
JPMJpmorgan Chase & Co	2.4%	2.4%	374,875	-3.3%	$122.7M
HLTHilton Worldwide Hldgs Inc	2.3%	2.5%	360,375	-8.7%	$119.1M
ABTAbbott Laboratories	2.0%	2.0%	1,123,527	+20.1%	$101.9M
GSATGlobalstar Inc	1.8%	1.5%	1,104,340	-1.1%	$89.8M
GOOGLAlphabet Inc	1.6%	1.4%	223,068	-8.0%	$79.7M
RUSHARush Enterprises Inc	1.3%	1.3%	930,268	-2.9%	$67.9M
MTDRMatador Resources Co.	1.3%	1.8%	1,358,125	-0.0%	$67.6M
WABWabtec	1.2%	1.2%	229,482	+0.1%	$61.9M
JEFJefferies Financial Group in	1.2%	1.0%	1,222,167	-0.1%	$61.1M
QCOMQualcomm Inc	1.2%	0.9%	328,775	-0.3%	$60.8M
CSGPCostar Group Inc	1.2%	2.4%	2,084,233	-28.8%	$59.0M
AMZNAmazon Com Inc	1.1%	1.0%	242,567	+6.2%	$57.8M
ALCAlcon Inc	1.1%	0.3%	837,556	+300.6%	$56.2M
ROPRoper Technologies Inc	1.0%	1.2%	157,451	-3.5%	$53.3M
JNJJohnson & Johnson	1.0%	1.1%	207,122	-3.3%	$52.6M
MAMastercard Incorporated	1.0%	1.0%	96,545	+0.5%	$49.6M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	88,039	-1.2%	$44.1M
OWLBlue Owl Capital Inc	0.8%	1.0%	4,820,425	-8.2%	$42.2M
MKLMarkel Group Inc	0.8%	0.8%	19,891	+1.4%	$38.8M
TEVATeva Pharmaceutical Inds Ltd	0.7%	0.7%	1,057,375	+0.5%	$35.8M
BNBrookfield Corp	0.7%	0.7%	817,702	+1.7%	$34.8M
AAPLApple Inc	0.7%	0.6%	116,462	-0.0%	$33.7M
UNPUnion Pac Corp	0.6%	0.6%	122,132	-3.6%	$33.2M
WMTWalmart Inc	0.6%	0.7%	289,042	-0.0%	$32.7M
WMBWilliams Cos	0.6%	0.6%	420,175	-0.9%	$31.2M
EPDEnterprise Prods Partners L	0.6%	0.6%	824,469	+0.9%	$30.3M
LOWLowes Cos Inc	0.5%	0.6%	120,164	-1.6%	$26.5M
WBDWarner Bros Discovery Inc	0.5%	0.7%	962,144	-20.4%	$25.7M
HUBBHubbell Inc	0.5%	0.5%	48,239	-1.2%	$25.2M
ENBEnbridge Inc	0.3%	0.4%	320,096	-0.1%	$17.4M
DUKDuke Energy Corp New	0.3%	0.3%	126,395	+1.0%	$16.0M
ARESAres Management Corp	0.3%	0.3%	139,649	+18.8%	$15.5M
SYYSysco Corp	0.3%	0.3%	180,846	+0.7%	$15.1M
FTREFortrea Hldgs Inc	0.3%	—	834,758	—	$14.5M
SDHCSmith Douglas Homes Corp	0.3%	—	835,065	—	$13.0M

What Beck Mack & Oliver LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -2.6% /yr; S&P 500 +11.7%
3 years: +13.3% /yr; S&P 500 +22.3%
5 years: +4.6% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.1B	199
Q1 2026	$4.8B	193
Q4 2025	$5.5B	192
Q3 2025	$5.5B	184
Q2 2025	$5.2B	186
Q1 2025	$5.0B	184
Q4 2024	$5.4B	188
Q3 2024	$5.1B	175
Q2 2024	$4.8B	176
Q1 2024	$4.9B	176
Q4 2023	$4.3B	181
Q3 2023	$3.8B	168

Questions about Beck Mack & Oliver LLC's portfolio

What stocks does Beck Mack & Oliver LLC own?

Beck Mack & Oliver LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 199 positions worth $5.1B. The largest are Apollo Global Management Inc (APO) at 6.2%, Alphabet Inc (GOOG) at 5.5%, Blackstone Inc (BX) at 5.1%, Gallagher Arthur J & Co (AJG) at 4.8% and Sunbelt Rentals Holdings Inc (SUNB) at 4.6%.

What did Beck Mack & Oliver LLC buy last quarter?

In Q2 2026, Beck Mack & Oliver LLC added Alcon Inc (ALC) (+300.6% shares), Abbott Laboratories (ABT) (+20.1% shares) and Ares Management Corp (ARES) (+18.8% shares), compared with its Q1 2026 filing.

What did Beck Mack & Oliver LLC sell last quarter?

In Q2 2026, Beck Mack & Oliver LLC cut from its top 50 Nutrien Ltd (NTR), cut from its top 50 Park Aerospace Corp (PKE), Costar Group Inc (CSGP) (-28.8% shares), Warner Bros Discovery Inc (WBD) (-20.4% shares) and Alphabet Inc (GOOG) (-12.7% shares), compared with its Q1 2026 filing.

How has Beck Mack & Oliver LLC's portfolio performed?

A portfolio copying Beck Mack & Oliver LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -2.6% against +11.7%. Over 5 years: +4.6% a year against +10.6%.

When is Beck Mack & Oliver LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beck Mack & Oliver LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Beck Mack & Oliver LLC manage?

Beck Mack & Oliver LLC reported $6.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.1B.