PROFESSIONAL ADVISORY SERVICES INC

Est. AUM

$835.7M

13F long equity, this entity only

Positions

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET, INC. CLASS C	COM	$40.2M	113672	4.81%	SOLE
2	MICROSOFT	COM	$34.6M	92639	4.14%	SOLE
3	AMAZON	COM	$34.6M	144964	4.13%	SOLE
4	THERMO FISHER SCIENTIFIC	COM	$32.5M	64819	3.89%	SOLE
5	BERKSHIRE HATHAWAY INC-B	COM	$32.2M	64394	3.86%	SOLE
6	AMPHENOL CORP	COM	$31.9M	180955	3.82%	SOLE
7	ASTRAZENECA PLC	COM	$30.2M	161624	3.62%	SOLE
8	ISHARES TR S&P MID ETF	COM	$30.0M	389361	3.59%	SOLE
9	ADVANCED MICRO DEVICES	COM	$29.7M	51067	3.55%	SOLE
10	APPLE	COM	$28.7M	99215	3.44%	SOLE
11	ISHARES MSCI EM EX CHINA	COM	$28.2M	275475	3.37%	SOLE
12	JACOBS SOLUTIONS INC	COM	$26.9M	213566	3.22%	SOLE
13	ELEVANCE HEALTH INC	COM	$26.6M	68657	3.18%	SOLE
14	PEPSICO	COM	$26.4M	194772	3.16%	SOLE
15	STRYKER	COM	$26.3M	83421	3.14%	SOLE
16	BOOKING HOLDINGS	COM	$25.5M	143331	3.06%	SOLE
17	SYSCO CORP	COM	$25.0M	299057	2.99%	SOLE
18	ARTHUR J. GALLAGHER	COM	$24.9M	108452	2.98%	SOLE
19	US BANCORP	COM	$24.4M	403988	2.92%	SOLE
20	VISA INC	COM	$24.3M	70879	2.91%	SOLE
21	GENERAL DYNAMICS COPR	COM	$23.7M	67028	2.84%	SOLE
22	S&P GLOBAL, INC.	COM	$22.7M	55728	2.72%	SOLE
23	CARRIER GLOBAL CORP	COM	$22.1M	301813	2.65%	SOLE
24	ANALOG DEVICES	COM	$22.0M	55283	2.63%	SOLE
25	TJX COMPANIES	COM	$21.6M	142656	2.59%	SOLE
26	AT&T	COM	$20.7M	1001112	2.48%	SOLE
27	TRUIST FINANCIAL CORP	COM	$19.1M	383037	2.28%	SOLE
28	ADOBE SYS INC COM	COM	$13.5M	65887	1.62%	SOLE
29	LAM RESEARCH CORP	COM	$13.5M	31102	1.61%	SOLE
30	APPLIED MATERIALS	COM	$9.6M	13230	1.14%	SOLE
31	ASML HOLDINGS	COM	$8.7M	4350	1.04%	SOLE
32	VANGUARD SH TERM BD ETF	COM	$6.2M	77950	0.74%	SOLE
33	JOHNSON & JOHNSON	COM	$4.6M	18214	0.55%	SOLE
34	VANGUARD TOTAL STK MKT	COM	$4.2M	11260	0.50%	SOLE
35	ALPHABET, INC. CLASS A	COM	$4.0M	11055	0.47%	SOLE
36	VANGUARD S&P 500 ETF	COM	$2.2M	3213	0.26%	SOLE
37	NVIDIA CORP	COM	$2.0M	9955	0.24%	SOLE
38	INVESCO S&P 500 EW ETF	COM	$2.0M	9257	0.24%	SOLE
39	PROCTER & GAMBLE	COM	$1.7M	11543	0.20%	SOLE
40	ISHARES ST TREASURY ETF	COM	$1.4M	12680	0.17%	SOLE
41	SPDR S&P500 ETF TRUST	COM	$1.3M	1730	0.15%	SOLE
42	VANGUARD 0-3 MONTH T-BILL	COM	$1.2M	15775	0.14%	SOLE
43	ROCKWELL AUTOMATION INC.	COM	$1.2M	2350	0.14%	SOLE
44	ABBVIE INC.	COM	$1.1M	4500	0.14%	SOLE
45	EXXON MOBIL CORP	COM	$1.0M	7658	0.13%	SOLE
46	MERCK & CO.	COM	$1.0M	7972	0.12%	SOLE
47	HOME DEPOT INC	COM	$889K	2520	0.11%	SOLE
48	CISCO SYSTEMS	COM	$884K	7528	0.11%	SOLE
49	ISHARES TR CORE S&P 500	COM	$857K	1145	0.10%	SOLE
50	ORACLE CORPORATION	COM	$851K	5804	0.10%	SOLE

1–50 of 93

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.