Telos Capital Management, Inc.

data from 30/09/2025

Capitalization

$ 1.044 B 6.27 %

Average holding period

26 ans

Performance

$ 540.583 M 119.96 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Telos Capital Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 5.61% 58.510 M $ 229786 2013/06/30 11.366 M $ 24.11 %
2025/09/30 VTI VANGUARD INDEX FDS 3.95% 41.195 M $ 125530 2013/06/30 3.183 M $ 7.98 %
2025/09/30 QCOM QUALCOMM INC 3.02% 31.474 M $ 189192 2013/06/30 1.358 M $ 4.46 %
2025/09/30 GOOGL ALPHABET INC 2.60% 27.171 M $ 111771 2015/12/31 7.521 M $ 37.94 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 2.37% 24.771 M $ 347085 2013/06/30 1.406 M $ 6.17 %
2025/09/30 HD HOME DEPOT INC 2.31% 24.087 M $ 59446 2013/06/30 2.221 M $ 10.51 %
2025/09/30 MS MORGAN STANLEY 2.15% 22.450 M $ 141233 2014/12/31 2.595 M $ 12.85 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.00% 20.909 M $ 66288 2013/06/30 1.693 M $ 8.80 %
2025/09/30 AMZN AMAZON COM INC 1.99% 20.737 M $ 94442 2014/09/30 16.877 K $ 0.08 %
2025/09/30 V VISA INC 1.97% 20.554 M $ 60210 2013/06/30 -808.361 K $ -3.85 %
2025/09/30 PEP PEPSICO INC 1.91% 19.960 M $ 142128 2013/06/30 1.140 M $ 6.36 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 1.81% 18.880 M $ 315089 2013/12/31 906.366 K $ 5.10 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 1.75% 18.227 M $ 29913 2021/03/31 3.286 M $ 21.87 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.68% 17.507 M $ 113942 2013/06/30 -632.261 K $ -3.56 %
2025/09/30 CVX CHEVRON CORP NEW 1.60% 16.704 M $ 107568 2013/06/30 1.306 M $ 8.45 %
2025/09/30 PANW PALO ALTO NETWORKS INC 1.54% 16.037 M $ 78760 2023/12/31 -76.587 K $ -0.50 %
2025/09/30 MSFT MICROSOFT CORP 1.49% 15.511 M $ 29946 2013/06/30 613.817 K $ 4.13 %
2025/09/30 GOOG ALPHABET INC 1.40% 14.595 M $ 59928 2015/12/31 3.892 M $ 37.30 %
2025/09/30 TRV TRAVELERS COMPANIES INC 1.39% 14.483 M $ 51870 2013/06/30 597.151 K $ 4.37 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.33% 13.896 M $ 27641 2013/06/30 449.840 K $ 3.49 %
2025/09/30 J JACOBS SOLUTIONS INC 1.32% 13.764 M $ 91848 2022/09/30 1.700 M $ 14.01 %
2025/09/30 MA MASTERCARD INCORPORATED 1.31% 13.724 M $ 24127 2019/09/30 166.892 K $ 1.22 %
2025/09/30 QQQ INVESCO QQQ TR 1.28% 13.398 M $ 22316 2018/06/30 1.111 M $ 8.83 %
2025/09/30 IVV ISHARES TR 1.27% 13.306 M $ 19880 2013/06/30 962.724 K $ 7.80 %
2025/09/30 IJH ISHARES TR 1.13% 11.753 M $ 180097 2013/06/30 573.855 K $ 5.22 %
2025/09/30 ORCL ORACLE CORP 1.12% 11.734 M $ 41722 2017/06/30 3.286 M $ 28.64 %
2025/09/30 NXPI NXP SEMICONDUCTORS N V 1.12% 11.720 M $ 51464 2019/09/30 472.182 K $ 4.23 %
2025/09/30 AVDV AMERICAN CENTY ETF TR 1.08% 11.278 M $ 126677 2024/12/31 520.211 K $ 12.30 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 1.04% 10.861 M $ 181931 2020/06/30 -2.321 M $ -18.43 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.04% 10.837 M $ 11708 2017/09/30 -693.004 K $ -6.50 %
2025/09/30 ASML ASML HOLDING N V 1.01% 10.504 M $ 10850 2022/06/30 1.732 M $ 20.80 %
2025/09/30 TEL TE CONNECTIVITY PLC 0.98% 10.275 M $ 46804 2025/03/31 2.433 M $ 30.15 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.93% 9.664 M $ 12135 2013/06/30 1.094 M $ 12.52 %
2025/09/30 DHR DANAHER CORPORATION 0.92% 9.642 M $ 48632 2019/09/30 33.955 K $ 0.36 %
2025/09/30 HON HONEYWELL INTL INC 0.88% 9.211 M $ 43758 2020/03/31 -943.540 K $ -9.61 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.87% 9.109 M $ 49129 2013/06/30 1.598 M $ 21.39 %
2025/09/30 RTX RTX CORPORATION 0.86% 8.966 M $ 53584 2020/06/30 1.167 M $ 14.59 %
2025/09/30 RSG REPUBLIC SVCS INC 0.84% 8.748 M $ 38123 2020/06/30 -577.161 K $ -6.95 %
2025/09/30 DIS DISNEY WALT CO 0.82% 8.599 M $ 75098 2013/06/30 -703.787 K $ -7.67 %
2025/09/30 CSCO CISCO SYS INC 0.82% 8.593 M $ 125593 2013/06/30 -121.108 K $ -1.38 %
2025/09/30 RMD RESMED INC 0.82% 8.590 M $ 31382 2015/06/30 483.241 K $ 6.10 %
2025/09/30 IQV IQVIA HLDGS INC 0.80% 8.375 M $ 44091 2018/06/30 1.327 M $ 20.53 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.80% 8.298 M $ 21188 2021/06/30 -1.031 M $ -12.03 %
2025/09/30 META META PLATFORMS INC 0.79% 8.270 M $ 11261 2016/03/31 -42.052 K $ -0.50 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.77% 8.029 M $ 100445 2022/03/31 43.018 K $ 0.54 %
2025/09/30 WSM WILLIAMS SONOMA INC 0.76% 7.941 M $ 40630 2021/06/30 1.303 M $ 19.64 %
2025/09/30 AMGN AMGEN INC 0.75% 7.851 M $ 27822 2015/12/31 82.739 K $ 1.07 %
2025/09/30 PSX PHILLIPS 66 0.73% 7.667 M $ 56368 2019/03/31 895.606 K $ 14.02 %
2025/09/30 EOG EOG RES INC 0.73% 7.658 M $ 68304 2024/06/30 -487.104 K $ -6.26 %
2025/09/30 CBRE CBRE GROUP INC 0.73% 7.594 M $ 48195 2013/06/30 835.846 K $ 12.45 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.70% 7.277 M $ 36219 2013/06/30 523.375 K $ 7.78 %
2025/09/30 ENB ENBRIDGE INC 0.69% 7.229 M $ 143262 2017/03/31 731.843 K $ 11.34 %
2025/09/30 NVDA NVIDIA CORPORATION 0.69% 7.157 M $ 38358 2021/12/31 1.094 M $ 18.10 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.68% 7.131 M $ 26148 2023/12/31 -244.072 K $ -3.31 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.68% 7.071 M $ 20230 2019/06/30 347.929 K $ 5.23 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.68% 7.053 M $ 14128 2018/09/30 509.344 K $ 7.79 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.67% 7.013 M $ 104573 2024/09/30 -731.263 K $ -9.77 %
2025/09/30 NEE NEXTERA ENERGY INC 0.66% 6.917 M $ 91623 2013/06/30 553.068 K $ 8.74 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.65% 6.835 M $ 60758 2013/06/30 522.241 K $ 8.42 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.65% 6.823 M $ 66475 2019/09/30 459.468 K $ 6.36 %
2025/09/30 SO SOUTHERN CO 0.64% 6.666 M $ 70341 2014/03/31 204.391 K $ 3.20 %
2025/09/30 IJR ISHARES TR 0.64% 6.640 M $ 55878 2013/06/30 513.585 K $ 8.73 %
2025/09/30 MDT MEDTRONIC PLC 0.62% 6.450 M $ 67728 2015/03/31 548.913 K $ 9.26 %
2025/09/30 WMT WALMART INC 0.62% 6.434 M $ 62429 2019/09/30 325.812 K $ 5.40 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.62% 6.432 M $ 76470 2022/03/31 90.211 K $ 1.44 %
2025/09/30 IEFA ISHARES TR 0.61% 6.363 M $ 72881 2022/03/31 279.191 K $ 4.59 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.61% 6.353 M $ 45076 2013/06/30 342.111 K $ 5.73 %
2025/09/30 MCD MCDONALDS CORP 0.60% 6.299 M $ 20727 2013/06/30 240.529 K $ 4.01 %
2025/09/30 O REALTY INCOME CORP 0.59% 6.181 M $ 101673 2014/03/31 316.305 K $ 5.52 %
2025/09/30 NOW SERVICENOW INC 0.56% 5.816 M $ 6320 2023/03/31 -635.480 K $ -10.49 %
2025/09/30 GPC GENUINE PARTS CO 0.56% 5.809 M $ 41909 2020/06/30 717.898 K $ 14.25 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.54% 5.606 M $ 72085 2023/06/30 -27.462 K $ -0.56 %
2025/09/30 NFLX NETFLIX INC 0.51% 5.347 M $ 4460 2017/03/31 -530.975 K $ -10.47 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.50% 5.219 M $ 115720 2015/06/30 -135.006 K $ -2.57 %
2025/09/30 AMTM AMENTUM HOLDINGS INC 0.44% 4.547 M $ 189859 2024/09/30 75.044 K $ 1.44 %
2025/09/30 ABBV ABBVIE INC 0.43% 4.478 M $ 19340 2019/09/30 912.705 K $ 24.74 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.42% 4.377 M $ 43978 2024/06/30 362.422 K $ 9.25 %
2025/09/30 EFV ISHARES TR 0.40% 4.205 M $ 61989 2022/03/31 267.825 K $ 6.85 %
2025/09/30 ABT ABBOTT LABS 0.39% 4.082 M $ 30475 2019/09/30 -63.341 K $ -1.52 %
2025/09/30 IVE ISHARES TR 0.37% 3.870 M $ 18742 2018/09/30 205.065 K $ 5.68 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.37% 3.828 M $ 20177 2022/09/30 155.235 K $ 4.38 %
2025/09/30 WM WASTE MGMT INC DEL 0.36% 3.756 M $ 17007 2013/06/30 -123.437 K $ -3.49 %
2025/09/30 SMH VANECK ETF TRUST 0.34% 3.503 M $ 10733 2025/06/30 513.401 K $ 17.03 %
2025/09/30 NVS NOVARTIS AG 0.33% 3.420 M $ 26672 2013/06/30 192.968 K $ 5.97 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.31% 3.219 M $ 59757 2025/03/31 89.343 K $ 2.86 %
2025/09/30 XOM EXXON MOBIL CORP 0.29% 3.074 M $ 27267 2013/06/30 142.045 K $ 4.59 %
2025/09/30 VXF VANGUARD INDEX FDS 0.29% 3.022 M $ 14434 2015/06/30 250.547 K $ 8.63 %
2025/09/30 IWS ISHARES TR 0.25% 2.592 M $ 18557 2013/06/30 142.362 K $ 5.70 %
2025/09/30 TSLA TESLA INC 0.24% 2.517 M $ 5660 2023/03/31 607.092 K $ 40.00 %
2025/09/30 VBR VANGUARD INDEX FDS 0.23% 2.425 M $ 11617 2013/06/30 162.084 K $ 7.03 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.22% 2.320 M $ 8223 2013/06/30 -98.360 K $ -4.28 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.20% 2.059 M $ 3091 2013/06/30 99.124 K $ 7.82 %
2025/09/30 UNP UNION PAC CORP 0.19% 1.985 M $ 8399 2014/12/31 52.766 K $ 2.73 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.18% 1.902 M $ 22765 2013/06/30 -1.631 M $ -17.25 %
2025/09/30 LLY ELI LILLY & CO 0.18% 1.896 M $ 2485 2018/06/30 -54.218 K $ -2.12 %
2025/09/30 PLD PROLOGIS INC. 0.17% 1.773 M $ 15480 2020/03/31 137.738 K $ 8.94 %
2025/09/30 AFL AFLAC INC 0.17% 1.735 M $ 15537 2019/09/30 88.520 K $ 5.92 %
2025/09/30 MAA MID-AMER APT CMNTYS INC 0.16% 1.689 M $ 12085 2013/06/30 -84.580 K $ -5.59 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.16% 1.636 M $ 3337 2024/09/30 -56.051 K $ -3.72 %
2025/09/30 IBB ISHARES TR 0.15% 1.559 M $ 10801 2013/06/30 202.460 K $ 14.12 %