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Disclosed positions
Walter Public Investments Inc.: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- ALPHABET INC
- Ticker
- GOOG
- Class
- CAP STK CL C
- Reported value
- $23,996,760
- Reported amount
- 67,916
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001925251-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| ALPHABET INC | GOOG | CAP STK CL C | $23,996,760 | 67,916 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $23,777,733 | 49,789 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $22,502,556 | 11,311 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $18,508,525 | 92,501 | SH | None |
| APPLE INC | AAPL | COM | $17,809,240 | 61,547 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $17,670,954 | 35,978 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $16,999,228 | 66,934 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $14,912,500 | 45,558 | SH | None |
| AMAZON COM INC | AMZN | COM | $13,521,982 | 56,734 | SH | None |
| TELEDYNE TECHNOLOGIES INC | TDY | COM | $12,230,279 | 18,339 | SH | None |
| EVERCORE INC | EVR | CLASS A | $11,734,951 | 34,369 | SH | None |
| MICROSOFT CORP | MSFT | COM | $11,652,772 | 31,239 | SH | None |
| CANADIAN PACIFIC KANSAS CITY | CP | COM | $10,235,204 | 118,222 | SH | None |
| COGNEX CORP | CGNX | COM | $10,187,104 | 140,667 | SH | None |
| TORONTO DOMINION BK ONT | TD | COM NEW | $10,075,988 | 82,988 | SH | None |
| HUBBELL INC | HUBB | COM | $9,849,763 | 18,826 | SH | None |
| INTERCONTINENTAL HOTELS GROU | IHG | SPONSORED ADS | $9,190,227 | 53,354 | SH | None |
| META PLATFORMS INC | META | CL A | $9,093,754 | 16,144 | SH | None |
| CHURCH & DWIGHT CO INC | CHD | COM | $9,027,182 | 93,179 | SH | None |
| MCKESSON CORP | MCK | COM | $8,714,335 | 11,533 | SH | None |
| AUTOZONE INC | AZO | COM | $8,053,769 | 2,520 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $7,660,344 | 14,915 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $7,453,836 | 25,007 | SH | None |
| DISNEY WALT CO | DIS | COM | $7,444,938 | 77,350 | SH | None |
| BJS WHSL CLUB HLDGS INC | BJ | COM | $7,356,833 | 84,348 | SH | None |
| VIKING HOLDINGS LTD | VIK | ORD SHS | $6,833,695 | 65,288 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $6,320,013 | 16,839 | SH | None |
| MARSH & MCLENNAN COS INC | MRSH | COM | $6,231,125 | 37,386 | SH | None |
| TRANSDIGM GROUP INC | TDG | COM | $6,066,110 | 4,554 | SH | None |
| WELLTOWER INC | WELL | COM | $5,877,388 | 25,895 | SH | None |
| CAMECO CORP | CCJ | COM | $5,430,315 | 53,351 | SH | None |
| MOODYS CORP | MCO | COM | $5,372,537 | 11,862 | SH | None |
| VERALTO CORP | VLTO | COM SHS | $5,305,281 | 59,825 | SH | None |
| CME GROUP INC | CME | COM | $5,223,734 | 23,655 | SH | None |
| DYNATRACE INC | DT | COM NEW | $5,141,685 | 117,096 | SH | None |
| XCEL ENERGY INC | XEL | COM | $4,800,816 | 59,786 | SH | None |
| KLA CORP | KLAC | COM NEW | $4,437,249 | 14,707 | SH | None |
| CELLEBRITE DI LTD | CLBT | ORDINARY SHARES | $3,991,041 | 273,359 | SH | None |
| SHARKNINJA INC | SN | COM SHS | $3,912,425 | 25,694 | SH | None |
| IDEXX LABS INC | IDXX | COM | $3,246,029 | 6,166 | SH | None |
| ALCON AG | ALC | ORD SHS | $2,718,758 | 40,518 | SH | None |
| IQVIA HLDGS INC | IQV | COM | $2,620,063 | 13,560 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $2,322,730 | 54,859 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $2,123,278 | 17,247 | SH | None |
| SHOPIFY INC | SHOP | CL A SUB VTG SHS | $2,003,212 | 17,534 | SH | None |
| TOTALENERGIES SE | TTE | ACT | $1,810,330 | 23,300 | SH | None |
| SUNCOR ENERGY INC NEW | SU | COM | $1,638,170 | 30,493 | SH | None |
| BROOKFIELD RENEWABLE ENERGY | BEP | PARTNERSHIP UNIT | $796,436 | 23,000 | SH | None |
| TELUS CORPORATION | TU | COM | $389,381 | 36,868 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $379,740 | 3,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.