Marino, Stram & Associates LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm’s principal address as 25 Braintree Hill Office Park, Suite 303, in Braintree, Massachusetts.
The report identifies Richard Stram as the Chief Compliance Officer responsible for the filing, which was submitted on October 22, 2026. The document details a portfolio of 613 individual equity securities held by the firm.
The holdings table includes a mix of large-cap technology companies, consumer staples, and energy firms. Among the notable positions listed are Apple Inc., with 46,718 shares; Microsoft Corporation, holding 21,589 shares; and Amazon.com Inc., with 20,712 shares. The filing also lists significant positions in Berkshire Hathaway Inc., with 13,334 shares, and Eli Lilly & Co., with 3,051 shares.
The portfolio is diversified across various sectors. Energy holdings include Chevron Corporation (9,488 shares) and ExxonMobil Holdings Corp. (23,771 shares). Financial sector positions include JPMorgan Chase & Co. (29,062 shares) and Wells Fargo & Co. (6,258 shares). The filing also includes a substantial number of exchange-traded funds (ETFs), such as the iShares Core S&P 500 ETF (92,183 shares) and the Vanguard Specialized Funds Div App ETF (23,482 shares).
