S.A. Mason LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$252.9M

Holdings

260

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (260 positions)

#StockSharesValue% PortfolioType
101
RDDTReddit Inc
2,570$590K0.23%
102
NSRGYNestle S A Reg B Adr
5,740$566K0.22%
103
VYMVanguard High Dividend Yield E
3,938$565K0.22%
104
NVSNNovartis AG
4,040$556K0.22%
105
VXUSVanguard Total International S
7,235$545K0.22%
106
EESWisdomTree US SmallCap Fund
9,450$537K0.21%
107
IJRiShares Core S&P Small-Cap ETF
4,453$535K0.21%
108
SNDKSandisk Corp
2,247$533K0.21%
109
MRKMerck & Co Inc
4,951$521K0.21%
110
DFASDFA Tax-Managed US Small Cap
7,455$519K0.21%
111
VIGVanguard Dividend Appreciation
2,339$514K0.20%
112
LHLaboratory Crp Of Amer Hldgs
2,006$503K0.20%
113
GEVGE Vernova Inc
744$486K0.19%
114
REGLProShares S&P MidCap 400 Dividend Aristocrats
5,759$485K0.19%
115
AMDAdvanced Micro Devices
2,200$471K0.19%
116
PSXPhillips 66
3,629$468K0.19%
117
FCXFreeport-McMoRan Inc
9,197$467K0.18%
118
VBKVanguard Small-Cap Growth ETF
1,444$436K0.17%
119
GRMNGarmin Ltd
2,150$436K0.17%
120
COPConocoPhillips
4,651$435K0.17%
121
GDXVanEck Gold Miners ETF/USA
5,065$434K0.17%
122
ZTSZoetis Inc
3,305$415K0.16%
123
RWJInvesco S&P Smallcap 600 Reven
8,425$410K0.16%
124
IWMiShares Russell 2000 ETF
1,660$408K0.16%
125
CMICummins Inc
800$408K0.16%
126
EZMWisdomTree US MidCap Fund
6,079$406K0.16%
127
IAUMiShares Gold Trust Micro
9,293$399K0.16%
128
NVONovo Nordisk A/S ADR
7,778$395K0.16%
129
INTCIntel Corp
10,688$394K0.16%
130
FOURShift4 Payments Inc
6,252$393K0.16%
131
KMIKinder Morgan Inc
14,265$392K0.15%
132
ROSTRoss Stores Inc
2,150$387K0.15%
133
EFAiShares MSCI EAFE ETF
4,024$386K0.15%
134
DEDeere & Co
820$381K0.15%
135
VTVVanguard Value ETF
1,978$377K0.15%
136
BIVVanguard Intermediate-Term Bon
4,721$367K0.15%
137
IWBiShares Russell 1000 ETF
975$364K0.14%
138
YUMYum! Brands Inc
2,408$364K0.14%
139
MDLZMondelez International Inc
6,768$364K0.14%
140
BSVVanguard Short-Term Bond ETF
4,600$362K0.14%
141
RFVInvesco S&P MidCap 400 Pure Va
2,820$360K0.14%
142
VEUVanguard FTSE All-World ex-US
4,866$357K0.14%
143
4I1Philip Morris International In
2,222$356K0.14%
144
MGKVanguard Mega Cap Growth ETF
864$356K0.14%
145
IBMIBM
1,197$354K0.14%
146
DDominion Energy Inc
5,950$348K0.14%
147
NKENIKE Inc
5,420$345K0.14%
148
AAAUGoldman Sachs Physical Gold ET
8,040$342K0.14%
149
GNTXGentex Corp
14,500$337K0.13%
150
EOGEOG Resources Inc
3,202$336K0.13%
151
SAPSAP SE ADR
1,384$336K0.13%
152
DGXQuest Diagnostics Inc
1,900$329K0.13%
153
SJMJ M Smucker Co/The
3,333$326K0.13%
154
CEF/USprott Physical Gold and Silve
7,068$323K0.13%
155
CITCintas Corp
1,704$320K0.13%
156
ITTITT Inc
1,844$319K0.13%
157
CARRCarrier Global Corp
5,985$316K0.12%
158
MDYSPDR S&P MidCap 400 ETF Trust
516$311K0.12%
159
TTCToro Co/The
3,924$308K0.12%
160
NOBLProShares S&P 500 Dividend Ari
2,930$304K0.12%
161
BDXBecton Dickinson and Co
1,504$291K0.12%
162
UPSUnited Parcel Service Inc
2,894$287K0.11%
163
ITWIllinois Tool Works Inc
1,162$286K0.11%
164
MMM3M Co
1,758$281K0.11%
165
VOTVanguard Mid-Cap Growth ETF
1,000$279K0.11%
166
DBEFXtrackers MSCI EAFE Hedged Equ
5,755$276K0.11%
167
RSPInvesco S&P 500 Equal Weight E
1,439$275K0.11%
168
EPDEnterprise Products Partners L
8,432$270K0.11%
169
IWDiShares Russell 1000 Value ETF
1,277$268K0.11%
170
DHRDanaher Corp
1,166$266K0.11%
171
BACVerizon Communications Inc
6,512$265K0.10%
172
NOCNorthrop Grumman Corp
455$259K0.10%
173
APDAir Products and Chemicals Inc
1,042$257K0.10%
174
VWOVanguard FTSE Emerging Markets
4,720$253K0.10%
175
SBETSharpLink Gaming Inc
28,244$252K0.10%
176
SPOTSpotify Technology SA
435$252K0.10%
177
OTISOtis Worldwide Corp
2,819$246K0.10%
178
DISWalt Disney Co/The
2,156$245K0.10%
179
TIPiShares TIPS Bond ETF
2,216$243K0.10%
180
ETNEaton Corp PLC
757$241K0.10%
181
CLColgate-Palmolive Co
3,023$238K0.09%
182
IWNiShares Russell 2000 Value ETF
1,263$228K0.09%
183
CALFPacer US Small Cap Cash Cows 100 ETF
5,122$227K0.09%
184
ULUnilever PLC ADR
3,448$225K0.09%
185
CCOCameco Corp
2,436$222K0.09%
186
PFEPfizer Inc
8,844$220K0.09%
187
BSXBoston Scientific Corp
2,279$217K0.09%
188
DOCUDocusign Inc
3,170$216K0.09%
189
PWRQuanta Services Inc
504$212K0.08%
190
HWMHowmet Aerospace Inc
1,037$212K0.08%
191
TMOThermo Fisher Scientific Inc
358$207K0.08%
192
CAVACava Group Inc
3,542$207K0.08%
193
QCOMQUALCOMM Inc
1,192$203K0.08%
194
BMYBristol-Myers Squibb Co
3,616$195K0.08%
195
SMMViShares MSCI USA Small-Cap Min
4,438$192K0.08%
196
OXYOccidental Petroleum Corp
4,586$188K0.07%
197
VXFVanguard Extended Market ETF
900$188K0.07%
198
DELLDell Technologies Inc
1,487$187K0.07%
199
MPCMarathon Petroleum Corp
1,137$184K0.07%
200
FASTFastenal Co
4,515$181K0.07%
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