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Bull Street Advisors, LLC

Q4 2025 · 13F-HR

Bull Street Advisors, LLCholdings as filed

Filed 2026-01-28 · accession 0001790837-26-000001

$215,117
Reported value
92
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
872540109TJXTJX Companies Inc.$10,8945.06%70,917CommonNONE
037833100AAPLApple Inc.$10,0774.68%37,066CommonNONE
478160104JNJJohnson & Johnson$9,8984.60%47,825CommonNONE
921937827BSVVanguard Sh Term Bond ETF$8,4213.91%106,847CommonNONE
594918104MSFTMicrosoft Corporation$8,2913.85%17,143CommonNONE
92206C102VGSHVanguard Sh Term Govt ETF$8,0783.76%137,537CommonNONE
191216100KOCoca-Cola Company$7,2333.36%103,451CommonNONE
22160K105COSTCostco Wholesale Corp$6,7153.12%7,787CommonNONE
437076102HDHome Depot Inc.$5,8602.72%17,030CommonNONE
46625H100JPMJPMorgan Chase & Co$5,3722.50%16,671CommonNONE
084670702BRK/BBerkshire Hathaway Class B$4,9072.28%9,763CommonNONE
235851102DHRDanaher Corporation$4,7462.21%20,732CommonNONE
30231G102XOMExxon Mobil Corporation$4,5182.10%37,540CommonNONE
464288646IGSBIShares ST Corp Bond ETF$4,4162.05%83,515CommonNONE
031162100AMGNAmgen Inc.$4,2621.98%13,020CommonNONE
92206C409VCSHVanguard Sh Term Corp ETF$4,2111.96%52,817CommonNONE
02079K305GOOGLAlphabet Inc. Class A$4,1301.92%13,195CommonNONE
025816109AXPAmerican Express Co.$4,0061.86%10,828CommonNONE
92206C870VCITVanguard Interm Corp ETF$3,8381.78%45,821CommonNONE
871829107SYYSysco Corporation$3,3541.56%45,519CommonNONE
742718109PGProcter & Gamble Co.$3,3451.55%23,341CommonNONE
02079K107GOOGAlphabet Inc. Class C$3,3271.55%10,601CommonNONE
053015103ADPAutomatic Data Processing Inc.$3,2751.52%12,733CommonNONE
75513E101RTXRaytheon Technologies Corp$3,2491.51%17,716CommonNONE
713448108PEPPepsiCo, Inc.$3,2081.49%22,352CommonNONE
92206C706VGITVanguard Interm Govt ETF$3,1921.48%53,270CommonNONE
78462f103SPDR S&P 500 ETF Trust$3,0291.41%4,442CommonNONE
17275R102CSCOCisco Systems Inc.$2,8981.35%37,628CommonNONE
254687106DISWalt Disney Company$2,7981.30%24,594CommonNONE
166764100CVXChevron Corp$2,7741.29%18,200CommonNONE
438516106HONHoneywell Intl Inc$2,7461.28%14,076CommonNONE
922908769VTIVanguard Total Stock Mkt$2,6141.22%7,796CommonNONE
291011104EMREmerson Electric Co.$2,3631.10%17,802CommonNONE
760759100RSGRepublic Services Inc.$2,3621.10%11,143CommonNONE
609207105MDLZMondelez International Inc$2,3531.09%43,709CommonNONE
464287176TIPIShares Barclays TIPS ETF$2,0810.97%18,933CommonNONE
337738108FISVFiserv Inc.$2,0050.93%29,850CommonNONE
036752103ELVElevance Health, Inc.$1,9930.93%5,684CommonNONE
670346105NUENucor Corporation$1,9480.91%11,943CommonNONE
26441C204DUKDuke Energy Corp$1,7200.80%14,673CommonNONE
002824100ABTAbbott Laboratories$1,6120.75%12,868CommonNONE
25746U109DDominion Energy, Inc.$1,5470.72%26,410CommonNONE
58933Y105MRKMerck & Co. Inc.$1,4870.69%14,123CommonNONE
902973304USBU.S. Bancorp$1,4690.68%27,524CommonNONE
907818108UNPUnion Pacific Corp.$1,4120.66%6,105CommonNONE
133131102CPTCamden Property Trust$1,4020.65%12,735CommonNONE
922908652VXFVanguard Ext Mkt ETF$1,3970.65%6,680CommonNONE
863667101SYKStryker Corp$1,3420.62%3,819CommonNONE
717081103PFEPfizer Inc.$1,3030.61%52,347CommonNONE
20030N101CMCSAComcast cl A$1,2970.60%43,408CommonNONE
617446448MSMorgan Stanley$1,2840.60%7,235CommonNONE
464288158SUBIShares S&P ST AMT Free ETF$1,1600.54%10,875CommonNONE
34959J108FTVFortive Corporation$1,0020.47%18,147CommonNONE
20825C104COPConocoPhillips$9980.46%10,660CommonNONE
053484101AVBAvalonbay Communities$9860.46%5,440CommonNONE
718546104PSXPhillips 66$9780.45%7,578CommonNONE
370334104GISGeneral Mills Inc.$9460.44%20,350CommonNONE
H1467J104CBChubb Limited$9440.44%3,025CommonNONE
38141G104GSGoldman Sachs Group Inc$7850.36%893CommonNONE
922042775VEUVanguard FTSE All-World ex-US$7580.35%10,306CommonNONE
670100205NVONovo-Nordisk A/S$7510.35%14,770CommonNONE
78463V107GLDSPDR Gold Trust$7240.34%1,827CommonNONE
001055102AFLAFLAC Inc.$7210.34%6,535CommonNONE
626755102MUSAMurphy USA, Inc.$7180.33%1,780CommonNONE
372460105GPCGenuine Parts Company$6920.32%5,625CommonNONE
194162103CLColgate-Palmolive Co$6400.30%8,100CommonNONE
25243Q205DEODiageo PLC ADS$6280.29%7,285CommonNONE
921937835BNDVanguard Tot Bond ETF$6110.28%8,251CommonNONE
74737S108Qnity Corporation$5920.28%7,247CommonNONE
26614N102DDDuPont de Nemours Inc.$5860.27%14,570CommonNONE
14448C104CARRCarrier Global Corp$5440.25%10,301CommonNONE
92338c103Veralto Corporation$5230.24%5,246CommonNONE
464287168DVYIShares Select Dividend ETF$5120.24%3,625CommonNONE
29476L107EQREquity Residential Properties$5120.24%8,122CommonNONE
68902V107OTISOtis Worldwide Corp$4780.22%5,470CommonNONE
126650100CVSCVS Health Corporation$4400.20%5,543CommonNONE
060505104BACBank of America Corp$3760.17%6,837CommonNONE
464287507IJHiShares S&P Midcap 400$3700.17%5,605CommonNONE
464287465EFAiShr MSCI EAFE ETF$3700.17%3,853CommonNONE
88579Y101MMM3M Company$3690.17%2,302CommonNONE
92343V104VZVerizon Communications, Inc.$3640.17%8,940CommonNONE
369604301GEG.E. Aerospace$3610.17%1,172CommonNONE
293792107EPDEnterprise Products Part LP$3380.16%10,551CommonNONE
125523100CICigna Corporation$3210.15%1,166CommonNONE
750940108RALRalliant Corp.$3060.14%6,015CommonNONE
931142103WMTWalmart Inc.$2930.14%2,630CommonNONE
459200101IBMIBM Corp$2670.12%900CommonNONE
744573106PEGPublic Service Enterprise Grp$2440.11%3,036CommonNONE
22052L104CTVACorteva Inc.$2340.11%3,494CommonNONE
46428Q109SLViShares Silver Trust$2090.10%3,250CommonNONE
075887109BDXBecton Dickinson & Co.$2060.10%1,061CommonNONE
149123101CATCaterpillar Inc$2010.09%350CommonNONE

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.