Bonness Enterprises Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Bonness Enterprises Inc. reported 38 stock positions worth $304.8 million. Its top holding was Progressive (PGR) at 41.5% of the portfolio, followed by Stryker (SYK, 7.9%) and Microsoft (MSFT, 6.9%). Compared with Q2 2025, it reduced 1. The biggest sale was Progressive (PGR, shares −1%).

Most Recent 13F
Q2 2026
Location
WASHINGTON, DC
CIK
0001105471
Portfolio Value
$304.8M (Q3 2025)
SEC Filing
0001420506-25-002848 ↗ filed Oct 15, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $277.3M Q1 2024 Q2 2024: $273.3M Q2 2024 Q3 2024: $300.9M Q3 2024 Q4 2024: $285.0M Q4 2024 Q1 2025: $306.5M Q1 2025 Q2 2025: $305.4M Q2 2025 Q3 2025: $304.8M $304.8M Q3 2025 Q4 2025: $289.7M Q4 2025 Q1 2026: $273.2M Q1 2026 Q2 2026: $310.1M Q2 2026

Holdings 38 stocks · $304.8M
PGR Progressive Corp. 41.51% 512,457 $126.6M Reduce -1.0%
SYK Stryker Corp. 7.94% 65,489 $24.2M No change
MSFT Microsoft Corp. 6.90% 40,600 $21.0M No change
AAPL Apple Inc. 4.55% 54,440 $13.9M No change
ABBV Abbvie Inc. 2.80% 36,900 $8.5M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.74% 29,564 $8.3M No change
JNJ Johnson & Johnson 2.35% 38,638 $7.2M No change
GLW Corning Inc. 2.32% 86,300 $7.1M No change
CSCO Cisco Systems Inc. 2.16% 96,100 $6.6M No change
MRK Merck & Co. Inc. 1.91% 69,500 $5.8M No change
EMR Emerson Electric Co. 1.85% 43,000 $5.6M No change
AMAT Applied Materials Inc. 1.80% 26,836 $5.5M No change
TMO Thermo Fisher Scientific Inc. 1.74% 10,935 $5.3M No change
MRSH Marsh & McLennan Cos 1.67% 25,300 $5.1M No change
UL Unilever PLC 1.48% 76,040 $4.5M No change
ABT Abbott Laboratories 1.44% 32,700 $4.4M No change
PFE Pfizer Inc. 1.35% 161,508 $4.1M No change
NUE Nucor Corp. 1.21% 27,235 $3.7M No change
INTC Intel Corp. 1.08% 97,850 $3.3M No change
ORCL Oracle Corp. 0.89% 9,660 $2.7M No change
PG The Procter & Gamble Co. 0.83% 16,400 $2.5M No change
T AT&T Inc. 0.83% 89,200 $2.5M No change
BMY Bristol-Myers Squibb Co. 0.80% 54,300 $2.4M No change
PHG Koninklijke Philips NVR- NY 0.78% 86,961 $2.4M No change
A Agilent Technologies Inc. 0.75% 17,900 $2.3M No change
VZ Verizon Communications Inc. 0.71% 49,431 $2.2M No change
ING ING Groep N.V.-Sponsored ADR 0.70% 82,000 $2.1M No change
KO The Coca-Cola Co. 0.61% 28,100 $1.9M No change
GSK GSK PLC-Spon ADR 0.59% 41,480 $1.8M No change
UPS United Parcel Service Class B 0.58% 21,150 $1.8M No change
NTRS Northern Trust Corp. 0.56% 12,700 $1.7M No change
XOM Exxon Mobil Corp. 0.52% 14,185 $1.6M No change
HPQ HP Inc. 0.51% 57,100 $1.6M No change
GEN Gen Digital Inc. 0.48% 51,500 $1.5M No change
HPE Hewlett Packard Enterprise 0.46% 57,100 $1.4M No change
GE General Electric filed as GE AEROSPACE 0.25% 2,484 $747K No change
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,350 $679K No change
GEV GE Vernova Inc. 0.13% 620 $381K No change

Portfolio Sells Q2 2025 → Q3 2025
PGR Progressive Corp. Reduce -1.0% 41.51% −3.70

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 37$310.1MPGR, SYK, AMAT, AAPL, MSFT
Q1 2026Amended 39$273.2MPGR, SYK, MSFT, AAPL, JNJ
Q4 2025 38$289.7MPGR, SYK, MSFT, AAPL, IBM
Q3 2025 38$304.8MPGR, SYK, MSFT, AAPL, ABBV
Q2 2025 38$305.4MPGR, SYK, MSFT, AAPL, IBM
Q1 2025 37$306.5MPGR, SYK, MSFT, AAPL, ABBV
Q4 2024 38$285.0MPGR, SYK, MSFT, AAPL, MRK
Q3 2024 37$300.9MPGR, SYK, MSFT, AAPL, MRK
Q2 2024 37$273.3MPGR, SYK, MSFT, AAPL, MRK
Q1 2024 38$277.3MPGR, SYK, MSFT, AAPL, MRK