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Portfolio (Quarterly) Guide ↗

Mason & Associates, LLC

· CIK 0001895045
13F Portfolio $398M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 D DOMINION ENERGY INC Utilities 17,812.0 $1.0M 0.25% NEW $56.52 +20.8%
22 SCHX SCHWAB STRATEGIC TR 28,469.0 $696K 0.17% NEW $24.44 +19.5%
23 IWV ISHARES TR 1,788.0 $628K 0.16% NEW $351.00 +19.8%
24 VTI VANGUARD INDEX FDS 2,064.0 $627K 0.16% NEW $303.93 +20.1%
25 VUG VANGUARD INDEX FDS 1,232.0 $540K 0.14% NEW $438.40 -80.0%
26 CSX CSX CORP Industrials 16,521.0 $539K 0.14% NEW $32.63 +40.7%
27 MGC VANGUARD WORLD FD 2,040.0 $459K 0.12% NEW $224.92 +21.5%
28 IWP ISHARES TR 3,082.0 $427K 0.11% NEW $138.68 -0.6%
29 VTV VANGUARD INDEX FDS 2,156.0 $381K 0.10% NEW $176.74 +18.3%
30 AOM ISHARES TR 8,271.0 $381K 0.10% NEW $46.04 +7.1%
31 BERKSHIRE HATHAWAY INC DEL 755.0 $367K 0.09% NEW $485.77
32 DUK DUKE ENERGY CORP NEW Utilities 2,995.0 $353K 0.09% NEW $118.00 +5.6%
33 MGK VANGUARD WORLD FD 855.0 $313K 0.08% NEW $366.17 -75.8%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 932.0 $275K 0.07% NEW $294.78 -14.2%
35 UPS UNITED PARCEL SERVICE INC Industrials 2,690.0 $272K 0.07% NEW $100.94 -2.1%
36 VT VANGUARD INTL EQUITY INDEX F 2,085.0 $268K 0.07% NEW $128.52 +20.8%
37 MSFT MICROSOFT CORP Technology 425.0 $211K 0.05% NEW $497.41 -15.7%
38 AOR ISHARES TR 3,421.0 $211K 0.05% NEW $61.57 +11.5%
39 JPM JPMORGAN CHASE & CO. Financial Services 715.0 $207K 0.05% NEW $289.91 +4.5%
40 IWM ISHARES TR 959.0 $207K 0.05% NEW $215.79 +30.9%
Page 2 of 3  ·  41 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 48.1%
Technology 24.9%
Utilities 16.9%
Industrials 10.1%