S.A. Mason LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 285 separate positions held by the firm during the reporting period.
The top holding in the portfolio is NVIDIA Corporation, with 81,996 shares valued at $340,623,225. The firm also holds significant positions in several exchange-traded funds (ETFs), including the Vanguard Short Duration Tax-Exempt Bond ETF, the Vanguard S&P 500 ETF, and the Vanguard Total Stock Market ETF. Among individual equities, Microsoft (16,933 shares), Apple (23,112 shares), and Costco Wholesale (5,219 shares) are listed among the largest positions.
The filing indicates that all positions are held in a Sole voting capacity. The principal of the firm is identified as Samuel A Mason, with an address in Holland, Michigan.
