ASO GROUP Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), ASO GROUP Ltd reported 56 stock positions worth $237.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 19.1% of the portfolio, followed by Alphabet Class A (GOOGL, 15.5%) and Vanguard S&P 500 ETF (VOO, 15.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 2 and reduced 3. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +3%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −13%).

Most Recent 13F
Q2 2026
Location
ROAD TOWN, D8
CIK
0002108771
Portfolio Value
$237.1M (Q1 2026)
SEC Filing
0002108771-26-000002 ↗ filed Apr 22, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2025: $255.9M Q4 2025 Q1 2026: $237.1M $237.1M Q1 2026 Q2 2026: $235.9M Q2 2026

Holdings 56 stocks · $237.1M

BRK.A Berkshire Hathaway Inc. Class A 19.08% 63 $45.2M No change
GOOGL Alphabet Inc. Class A 15.47% 127,574 $36.7M No change
VOO Vanguard S&P 500 ETF 15.37% 60,989 $36.4M Reduce -13.3%
BRK.B Berkshire Hathaway Inc. Class B 8.55% 42,326 $20.3M Add +2.8%
ZTS Zoetis Inc. 3.58% 71,884 $8.5M No change
MMM 3M Co. 3.26% 53,150 $7.7M No change
BN Brookfield Corp. 2.31% 135,543 $5.5M No change
GOOG Alphabet Inc. Class C 2.13% 17,609 $5.1M Reduce -17.9%
VNT Vontier Corp. 1.77% 118,066 $4.2M No change
SOLV Solventum Corp. 1.72% 62,623 $4.1M No change
LMT Lockheed Martin Corp. 1.69% 6,626 $4.0M No change
MDT Medtronic PLC 1.53% 41,914 $3.6M No change
JNJ Johnson & Johnson 1.52% 14,760 $3.6M No change
RAL Ralliant Corp. 1.28% 73,074 $3.0M No change
XOM Exxon Mobil Corp. 1.26% 17,561 $3.0M No change
KHC The Kraft Heinz Co. 1.13% 119,474 $2.7M No change
USB US Bancorp 1.10% 50,354 $2.6M No change
BDX Becton Dickinson and Co. 1.08% 16,336 $2.6M Add +15.4%
VIG Vanguard Dividend Apprec ETF 1.08% 11,880 $2.6M No change
FTV Fortive Corp. 0.98% 42,002 $2.3M No change
VHT Vanguard Health Care ETF 0.94% 8,206 $2.2M No change
CI The Cigna Group 0.94% 8,322 $2.2M No change
PM Philip Morris International 0.79% 11,284 $1.9M No change
J Jacobs Solutions Inc. 0.76% 14,085 $1.8M No change
BUD Anheuser-Busch Inbev-SPN ADR 0.74% 25,349 $1.8M No change
GILD Gilead Sciences Inc. 0.64% 10,860 $1.5M No change
SHEL Shell PLC-ADR 0.62% 15,890 $1.5M No change
V Visa Inc. Class A 0.61% 4,767 $1.4M No change
TRMB Trimble Inc. 0.58% 20,905 $1.4M No change
VRSN Verisign Inc. 0.55% 5,271 $1.3M No change
NDAQ Nasdaq Inc. 0.53% 14,808 $1.3M No change
BTI British American Tob-SP ADR 0.47% 18,908 $1.1M No change
MSFT Microsoft Corp. 0.43% 2,776 $1.0M No change
SPGI S&P Global Inc. 0.41% 2,299 $978K No change
BMY Bristol-Myers Squibb Co. 0.39% 15,116 $917K No change
VWO Vanguard Ftse Emerging Marke 0.33% 14,366 $776K No change
A Agilent Technologies Inc. 0.32% 6,709 $765K No change
WTW Willis Towers Watson PLC 0.30% 2,469 $718K No change
OXY Occidental Petroleum Corp. 0.29% 10,663 $693K No change
BIP Brookfield Infrastructure Pa 0.29% 19,081 $689K New
DVA Davita Inc. 0.28% 4,291 $659K No change
VEEV Veeva Systems Inc. Class A 0.27% 3,594 $631K No change
CRM Salesforce Inc. 0.26% 3,326 $621K New
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.26% 3,876 $613K No change
ICLR Icon PLC 0.26% 5,482 $607K No change
AME Ametek Inc. 0.25% 2,811 $603K No change
CVS CVS Health Corp. 0.24% 8,000 $575K No change
WAT Waters Corp. 0.24% 1,913 $570K Reduce -47.6%
ELV Elevance Health Inc. 0.22% 1,748 $512K No change
AMTM Amentum Holdings Inc. 0.19% 17,724 $462K No change
ASHR Xtrackers Harvest Csi 300 CH 0.18% 13,121 $428K No change
VZ Verizon Communications Inc. 0.17% 8,145 $409K No change
ST Sensata Technologies Holdplc 0.13% 9,032 $318K No change
LVS Las Vegas Sands Corp. 0.10% 4,333 $233K No change
VTWO Vanguard Russell 2000 ETF 0.09% 2,066 $207K No change
LUMN Lumen Technologies Inc. 0.03% 10,000 $70K No change

Portfolio Sells Q4 2025 → Q1 2026

VOO Vanguard S&P 500 ETF Reduce -13.3% 15.37% −1.86
GOOG Alphabet Inc. Class C Reduce -17.9% 2.13% −0.50
WAT Waters Corp. Reduce -47.6% 0.24% −0.30
FWONK Liberty Media Corp. Class C Sold out 0.00% −0.08

Portfolio Buys Q4 2025 → Q1 2026

BRK.B Berkshire Hathaway Inc. Class B Add +2.8% 8.55% +0.46
BIP Brookfield Infrastructure Pa New 0.29% +0.29
CRM Salesforce Inc. New 0.26% +0.26
BDX Becton Dickinson and Co. Add +15.4% 1.08% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 56$235.9MBRK.A, VOO, GOOGL, BRK.B, MMM
Q1 2026 56$237.1MBRK.A, GOOGL, VOO, BRK.B, ZTS
Q4 2025 55$255.9MBRK.A, VOO, GOOGL, BRK.B, ZTS