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Bull Street Advisors, LLC

Q2 2025 · 13F-HR

Bull Street Advisors, LLCholdings as filed

Filed 2025-07-25 · accession 0001790837-25-000006

$207,980
Reported value
89
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
872540109TJXTJX Companies Inc.$8,8414.25%71,592CommonNONE
594918104MSFTMicrosoft Corporation$8,5894.13%17,268CommonNONE
921937827BSVVanguard Sh Term Bond ETF$8,4234.05%107,027CommonNONE
92206C102VGSHVanguard Sh Term Govt ETF$7,9843.84%135,837CommonNONE
22160K105COSTCostco Wholesale Corp$7,8143.76%7,893CommonNONE
037833100AAPLApple Inc.$7,7103.71%37,576CommonNONE
191216100KOCoca-Cola Company$7,3243.52%103,522CommonNONE
478160104JNJJohnson & Johnson$7,3073.51%47,836CommonNONE
437076102HDHome Depot Inc.$6,2663.01%17,090CommonNONE
337738108FISVFiserv Inc.$5,4802.63%31,785CommonNONE
46625H100JPMJPMorgan Chase & Co$4,8782.35%16,826CommonNONE
084670702BRK/BBerkshire Hathaway Class B$4,7962.31%9,873CommonNONE
464288646IGSBIShares ST Corp Bond ETF$4,3542.09%82,530CommonNONE
92206C409VCSHVanguard Sh Term Corp ETF$4,2012.02%52,847CommonNONE
235851102DHRDanaher Corporation$4,1431.99%20,972CommonNONE
053015103ADPAutomatic Data Processing Inc.$4,0531.95%13,143CommonNONE
30231G102XOMExxon Mobil Corporation$4,0471.95%37,536CommonNONE
92206C870VCITVanguard Interm Corp ETF$3,8441.85%46,352CommonNONE
742718109PGProcter & Gamble Co.$3,6591.76%22,969CommonNONE
025816109AXPAmerican Express Co.$3,6461.75%11,430CommonNONE
031162100AMGNAmgen Inc.$3,6401.75%13,035CommonNONE
871829107SYYSysco Corporation$3,4971.68%46,169CommonNONE
438516106HONHoneywell Intl Inc$3,2821.58%14,091CommonNONE
254687106DISWalt Disney Company$3,2271.55%26,020CommonNONE
92206C706VGITVanguard Interm Govt ETF$3,1971.54%53,455CommonNONE
609207105MDLZMondelez International Inc$2,9601.42%43,889CommonNONE
78462f103SPDR S&P 500 ETF Trust$2,7751.33%4,492CommonNONE
760759100RSGRepublic Services Inc.$2,7481.32%11,143CommonNONE
036752103ELVElevance Health, Inc.$2,6841.29%6,901CommonNONE
17275R102CSCOCisco Systems Inc.$2,6351.27%37,978CommonNONE
713448108PEPPepsiCo, Inc.$2,6281.26%19,902CommonNONE
75513E101RTXRaytheon Technologies Corp$2,5981.25%17,794CommonNONE
166764100CVXChevron Corp$2,4731.19%17,270CommonNONE
02079K305GOOGLAlphabet Inc. Class A$2,4501.18%13,900CommonNONE
291011104EMREmerson Electric Co.$2,4121.16%18,087CommonNONE
464287176TIPIShares Barclays TIPS ETF$2,2201.07%20,178CommonNONE
922908769VTIVanguard Total Stock Mkt$1,9420.93%6,388CommonNONE
02079K107GOOGAlphabet Inc. Class C$1,9230.92%10,841CommonNONE
002824100ABTAbbott Laboratories$1,7570.84%12,918CommonNONE
26441C204DUKDuke Energy Corp$1,7490.84%14,823CommonNONE
20030N101CMCSAComcast cl A$1,6690.80%46,768CommonNONE
863667101SYKStryker Corp$1,5230.73%3,849CommonNONE
25746U109DDominion Energy, Inc.$1,4540.70%25,725CommonNONE
133131102CPTCamden Property Trust$1,4350.69%12,735CommonNONE
670346105NUENucor Corporation$1,4180.68%10,947CommonNONE
907818108UNPUnion Pacific Corp.$1,4050.68%6,105CommonNONE
717081103PFEPfizer Inc.$1,2950.62%53,427CommonNONE
922908652VXFVanguard Ext Mkt ETF$1,2620.61%6,550CommonNONE
902973304USBU.S. Bancorp$1,2160.58%26,865CommonNONE
464288158SUBIShares S&P ST AMT Free ETF$1,1510.55%10,825CommonNONE
58933Y105MRKMerck & Co. Inc.$1,1180.54%14,123CommonNONE
053484101AVBAvalonbay Communities$1,1070.53%5,440CommonNONE
617446448MSMorgan Stanley$1,0670.51%7,575CommonNONE
370334104GISGeneral Mills Inc.$1,0660.51%20,570CommonNONE
26614N102DDDuPont de Nemours Inc.$1,0600.51%15,460CommonNONE
670100205NVONovo-Nordisk A/S$1,0190.49%14,770CommonNONE
20825C104COPConocoPhillips$9570.46%10,660CommonNONE
34959J108FTVFortive Corporation$9560.46%18,347CommonNONE
718546104PSXPhillips 66$9070.44%7,606CommonNONE
H1467J104CBChubb Limited$8840.43%3,050CommonNONE
194162103CLColgate-Palmolive Co$7690.37%8,460CommonNONE
25243Q205DEODiageo PLC ADS$7480.36%7,415CommonNONE
14448C104CARRCarrier Global Corp$7450.36%10,176CommonNONE
001055102AFLAFLAC Inc.$7290.35%6,915CommonNONE
626755102MUSAMurphy USA, Inc.$7240.35%1,780CommonNONE
372460105GPCGenuine Parts Company$6820.33%5,625CommonNONE
38141G104GSGoldman Sachs Group Inc$6780.33%958CommonNONE
92343V104VZVerizon Communications, Inc.$6470.31%14,955CommonNONE
921937835BNDVanguard Tot Bond ETF$6070.29%8,251CommonNONE
78463V107GLDSPDR Gold Trust$5570.27%1,827CommonNONE
29476L107EQREquity Residential Properties$5480.26%8,122CommonNONE
68902V107OTISOtis Worldwide Corp$5420.26%5,470CommonNONE
92338c103Veralto Corporation$5300.25%5,246CommonNONE
464287168DVYIShares Select Dividend ETF$4810.23%3,625CommonNONE
922042775VEUVanguard FTSE All-World ex-US$4400.21%6,544CommonNONE
126650100CVSCVS Health Corporation$4100.20%5,938CommonNONE
125523100CICigna Corporation$3980.19%1,205CommonNONE
88579Y101MMM3M Company$3620.17%2,377CommonNONE
464287507IJHiShares S&P Midcap 400$3560.17%5,745CommonNONE
464287465EFAiShr MSCI EAFE ETF$3440.17%3,853CommonNONE
293792107EPDEnterprise Products Part LP$3270.16%10,551CommonNONE
060505104BACBank of America Corp$3240.16%6,837CommonNONE
931142103WMTWalmart Inc.$3050.15%3,115CommonNONE
750940108RALRalliant Corp.$2990.14%6,166CommonNONE
369604301GEG.E. Aerospace$2980.14%1,156CommonNONE
22052L104CTVACorteva Inc.$2680.13%3,600CommonNONE
459200101IBMIBM Corp$2650.13%900CommonNONE
744573106PEGPublic Service Enterprise Grp$2560.12%3,036CommonNONE
548661107LOWLowes Companies Inc.$2160.10%973CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.