Advisors Llc Menlo - Portfolio overview

Advisors Llc Menlo has 10 reported holdings in this dataset, with the latest filing dated 2025-08-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. BRKB - BERKSHIRE HATHAWAY CLASS B, 35.32%
2. MSFT - MICROSOFT CORP, 18.65%
3. AAPL - APPLE INC, 15.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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