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Portfolio (Quarterly) Guide ↗

BECK MACK & OLIVER LLC

· CIK 0000010742
13F Portfolio $4.8B AUM 195 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 30 Added 69 Reduced 12 Exited
Page 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LIN LINDE PLC COM Basic Materials 6,246.0 $3.1M 0.06% -2K -24.7% $495.76 +4.2%
82 ABBV ABBVIE INC. COM Healthcare 14,229.0 $3.1M 0.06% -4K -21.9% $217.49 +5.8%
83 KNSL KINSALE CAP GROUP INC COM Financial Services 9,000.0 $3.1M 0.06% NEW $341.66 -13.6%
84 DE DEERE & CO COM Industrials 5,300.0 $3.0M 0.06% $563.30 +6.3%
85 GL GLOBE LIFE INC COM Financial Services 21,125.0 $2.9M 0.06% $139.17 +23.6%
86 IVV ISHARES S&P 500 INDEX FUND 4,407.0 $2.9M 0.06% $653.21 +14.5%
87 MAR MARRIOT INTERNATIONAL INC CL A Consumer Cyclical 7,715.0 $2.5M 0.05% NEW $327.07 +17.5%
88 PFE PFIZER INC Healthcare 88,126.0 $2.5M 0.05% -500.0 -0.6% $28.08 -10.7%
89 TJX TJX COS INC NEW COM Consumer Cyclical 13,551.0 $2.2M 0.04% -70.0 -0.5% $159.70 +2.8%
90 NVDA NVIDIA CORP COM Technology 12,021.0 $2.1M 0.04% -160.0 -1.3% $174.40 +19.6%
91 RTX RTX CORP. Industrials 10,715.0 $2.1M 0.04% $192.90 -5.7%
92 GE GE AEROSPACE Industrials 7,262.0 $2.1M 0.04% $283.77 +25.1%
93 GEV GE VERNOVA INC COM Utilities 2,166.0 $1.9M 0.04% +251.0 +13.1% $872.90 +29.2%
94 CAPITAL WORLD GROWTH & COM 26,108.0 $1.8M 0.04% $70.37
95 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 5,427.0 $1.8M 0.04% $337.95 +38.4%
96 NESTLE SA SPONSORED ADR 17,570.0 $1.7M 0.04% $99.10
97 USB US BANCORP DEL COM Financial Services 32,189.0 $1.7M 0.04% +26K +383.8% $52.01 +12.8%
98 KO COCA-COLA CO Consumer Defensive 21,579.0 $1.6M 0.03% +3K +19.0% $76.05 +4.6%
99 WMS ADVANCED DRAIN SYS INC COM Industrials 11,662.0 $1.6M 0.03% +1K +11.7% $137.13 +7.3%
100 LOAR LOAR HOLDINGS INC. Industrials 27,000.0 $1.5M 0.03% +22K +440.0% $57.29 +23.9%
Page 5 of 10  ·  195 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.4%
Healthcare 15.2%
Industrials 12.5%
Communication Services 10.0%
Technology 6.2%
Consumer Cyclical 6.1%
Energy 4.0%
Real Estate 2.8%
Consumer Defensive 1.7%
Basic Materials 0.6%