ASO GROUP Ltd

Holdings as of 2026-06-30, filed 2026-08-04

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 35 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
56
Value reported by manager
$235.9K
Sum of our stored positions
$235.9K
should match the line above
Disclosure lag
35 d
quarter end to filing
Top 5 concentration
61.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

56 largest shown
IssuerClassValueSharesTypeCUSIP
BERKSHIRE HATHAWAY INC DELCL A$47.2K63084670108
VANGUARD INDEX FDSS&P 500 ETF SHS$41.9K60,989922908363
ALPHABET INCCAP STK CL A$26.4K73,77902079K305
BERKSHIRE HATHAWAY INC DELCL B NEW$21.6K43,069084670702
3M COCOM$8.6K53,15088579Y101
ALPHABET INCCAP STK CL C$6.2K17,60902079K107
BROOKFIELD CORPCL A LTD VT SH$5.8K135,54311271J107
ZOETIS INCCL A$5.6K78,13698978V103
RALLIANT CORPCOM$5.4K73,074750940108
SOLVENTUM CORPCOM SHS$4.8K62,62383444M101
JOHNSON & JOHNSONCOM$3.7K14,760478160104
VONTIER CORPORATIONCOM$3.4K118,066928881101
LOCKHEED MARTIN CORPCOM$3.4K6,626539830109
MEDTRONIC PLCSHS$3.3K41,914G5960L103
US BANCORPCOM NEW$3K50,354902973304
KRAFT HEINZ COCOM$2.8K119,474500754106
VANGUARD SPECIALIZED FUNDSDIV APP ETF$2.8K11,880921908844
FORTIVE CORPCOM$2.6K42,00234959J108
BECTON DICKINSON & COCOM$2.5K16,336075887109
VANGUARD WORLD FDHEALTH CAR ETF$2.5K8,20692204A504
THE CIGNA GROUPCOM$2.3K8,322125523100
ANHEUSER BUSCH INBEV SA NVSPONSORED ADR$2.1K25,34903524A108
PHILIP MORRIS INTL INCCOM$2K11,284718172109
JACOBS SOLUTIONS INCCOM$1.8K14,08546982L108
VISA INCCOM CL A$1.6K4,76792826C839
GILEAD SCIENCES INCCOM$1.4K10,860375558103
VERISIGN INCCOM$1.3K5,27192343E102
SHELL PLCSPON ADS$1.2K15,890780259305
BRITISH AMERN TOB PLCSPONSORED ADR$1.2K18,908110448107
NASDAQ INCCOM$1.2K14,808631103108
TRIMBLE INCCOM$1.1K20,905896239100
MICROSOFT CORPCOM$1K2,776594918104
DAVITA INCCOM$9554,29123918K108
ICON PUB LTD COSHS$9525,482G4705A100
S&P GLOBAL INCCOM$9362,29978409V104
AGILENT TECHNOLOGIES INCCOM$8916,70900846U101
BRISTOL-MYERS SQUIBB COCOM$87115,116110122108
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$85814,366922042858
CVS HEALTH CORPCOM$8288,000126650100
WATERS CORPCOM$7171,913941848103
BROOKFIELD INFRASTRUCTURE PALP INT UNIT$69619,081G16252101
AMETEK INCCOM$6802,811031100100
ELEVANCE HEALTH INC FORMERLYCOM$6761,748036752103
WILLIS TOWERS WATSON PLC LTDSHS$6452,469G96629103
VEEVA SYS INCCL A COM$6383,594922475108
HENRY JACK & ASSOC INCCOM$5343,876426281101
SALESFORCE INCCOM$5213,32679466L302
OCCIDENTAL PETE CORPCOM$51810,663674599105
DBX ETF TRXTRACK HRVST CSI$48113,121233051879
SENSATA TECHNOLOGIES HLDG PLSHS$4319,032G8060N102
AMENTUM HOLDINGS INCCOM$36617,724023939101
VERIZON COMMUNICATIONS INCCOM$3458,14592343V104
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX$2512,06692206C664
LIBERTY MEDIA CORP DELCOM LBTY ONE S C$2022,126531229755
LAS VEGAS SANDS CORPCOM$2004,333517834107
LUMEN TECHNOLOGIES INCCOM$7710,000550241103
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-04

ASO GROUP Ltd — 56 positions reported for 2026Q2 — Tapewire