ASO GROUP Ltd — 13F Holdings & Portfolio

CIK 2108771 · latest 13F-HR filed 2026-04-22

ASO GROUP Ltd manages $237.1K in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.A (19.08%), GOOGL (15.47%), VOO (15.37%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 11, and trimmed 28.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$237.1K

Long-equity book

Holdings

56

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+2 / −1 / ↑11 / ↓28

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$866 +41.0%
  • LOCKHEED MARTIN CORP$800 +25.0%
  • JOHNSON & JOHNSON$553 +18.1%
  • SHELL PLC$310 +26.5%
  • OCCIDENTAL PETE CORP$255 +58.2%
Show all 11

Top Trims

  • VANGUARD INDEX FDS-$7.7K -17.4%
  • ALPHABET INC-$3.2K -8.1%
  • ALPHABET INC-$1.7K -25.0%
  • SOLVENTUM CORP-$873 -17.6%
  • WATERS CORP-$816 -58.9%
Show all 28

New Positions

  • BROOKFIELD INFRASTRUCTURE PA$689
  • SALESFORCE INC$621
Show all 2

Exited Positions

  • LIBERTY MEDIA CORP DEL$209
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $45.2K 19.08% 63 SH
2 ALPHABET INC GOOGL 02079K305 $36.7K 15.47% 127,574 SH
3 VANGUARD INDEX FDS VOO 922908363 $36.4K 15.37% 60,989 SH
4 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $20.3K 8.55% 42,326 SH
5 ZOETIS INC ZTS 98978V103 $8.5K 3.58% 71,884 SH
6 3M CO MMM 88579Y101 $7.7K 3.26% 53,150 SH
7 BROOKFIELD CORP BN 11271J107 $5.5K 2.31% 135,543 SH
8 ALPHABET INC GOOG 02079K107 $5.1K 2.13% 17,609 SH
9 VONTIER CORPORATION VNT 928881101 $4.2K 1.77% 118,066 SH
10 SOLVENTUM CORP SOLV 83444M101 $4.1K 1.72% 62,623 SH
11 LOCKHEED MARTIN CORP LMT 539830109 $4.0K 1.69% 6,626 SH
12 MEDTRONIC PLC MDT G5960L103 $3.6K 1.53% 41,914 SH
13 JOHNSON & JOHNSON JNJ 478160104 $3.6K 1.52% 14,760 SH
14 RALLIANT CORP RAL 750940108 $3.0K 1.28% 73,074 SH
15 EXXON MOBIL CORP XOM 30231G102 $3.0K 1.26% 17,561 SH
16 KRAFT HEINZ CO KHC 500754106 $2.7K 1.13% 119,474 SH
17 US BANCORP USB 902973304 $2.6K 1.10% 50,354 SH
18 BECTON DICKINSON & CO BDX 075887109 $2.6K 1.08% 16,336 SH
19 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.6K 1.08% 11,880 SH
20 FORTIVE CORP FTV 34959J108 $2.3K 0.98% 42,002 SH
21 VANGUARD WORLD FD VHT 92204A504 $2.2K 0.94% 8,206 SH
22 THE CIGNA GROUP CI 125523100 $2.2K 0.94% 8,322 SH
23 PHILIP MORRIS INTL INC PM 718172109 $1.9K 0.79% 11,284 SH
24 JACOBS SOLUTIONS INC J 46982L108 $1.8K 0.76% 14,085 SH
25 ANHEUSER BUSCH INBEV SA NV BUD 03524A108 $1.8K 0.74% 25,349 SH
26 GILEAD SCIENCES INC GILD 375558103 $1.5K 0.64% 10,860 SH
27 SHELL PLC SHEL 780259305 $1.5K 0.62% 15,890 SH
28 VISA INC V 92826C839 $1.4K 0.61% 4,767 SH
29 TRIMBLE INC TRMB 896239100 $1.4K 0.58% 20,905 SH
30 VERISIGN INC VRSN 92343E102 $1.3K 0.55% 5,271 SH
31 NASDAQ INC NDAQ 631103108 $1.3K 0.53% 14,808 SH
32 BRITISH AMERN TOB PLC BTI 110448107 $1.1K 0.47% 18,908 SH
33 MICROSOFT CORP MSFT 594918104 $1.0K 0.43% 2,776 SH
34 S&P GLOBAL INC SPGI 78409V104 $978 0.41% 2,299 SH
35 BRISTOL-MYERS SQUIBB CO BMY 110122108 $917 0.39% 15,116 SH
36 VANGUARD INTL EQUITY INDEX F VWO 922042858 $776 0.33% 14,366 SH
37 AGILENT TECHNOLOGIES INC A 00846U101 $765 0.32% 6,709 SH
38 WILLIS TOWERS WATSON PLC LTD WTW G96629103 $718 0.30% 2,469 SH
39 OCCIDENTAL PETE CORP OXY 674599105 $693 0.29% 10,663 SH
40 BROOKFIELD INFRASTRUCTURE PA BIP G16252101 $689 0.29% 19,081 SH
41 DAVITA INC DVA 23918K108 $659 0.28% 4,291 SH
42 VEEVA SYS INC VEEV 922475108 $631 0.27% 3,594 SH
43 SALESFORCE INC CRM 79466L302 $621 0.26% 3,326 SH
44 HENRY JACK & ASSOC INC JKHY 426281101 $613 0.26% 3,876 SH
45 ICON PLC ICLR G4705A100 $607 0.26% 5,482 SH
46 AMETEK INC AME 031100100 $603 0.25% 2,811 SH
47 CVS HEALTH CORP CVS 126650100 $575 0.24% 8,000 SH
48 WATERS CORP WAT 941848103 $570 0.24% 1,913 SH
49 ELEVANCE HEALTH INC FORMERLY ELV 036752103 $512 0.22% 1,748 SH
50 AMENTUM HOLDINGS INC AMTM 023939101 $462 0.19% 17,724 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $237.1K 56 0002108771-26-000002
2025-12-31 2026-02-12 $255.9K 55 0002108771-26-000001