Three Bearings Fiduciary Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 307 distinct positions held by the firm, managed by President David Mayes.
The portfolio is diversified across a wide range of sectors. The largest individual stock holding is Apple Inc., with 1,641,366 shares. Other notable positions include Amazon.com Inc. with 137,282 shares, Johnson & Johnson with 1,440,787 shares, and Microsoft Corporation with 97,964 shares.
The filing also reveals significant exposure to exchange-traded funds (ETFs). The firm holds substantial stakes in the iShares Core S&P 500 ETF, with 1,749,202 shares, and the iShares Core U.S. Aggregate Bond ETF, with 244,386 shares. Other ETFs listed include the iShares Core S&P Mid-Cap ETF, the iShares Core S&P 500 Growth ETF, and various sector-specific SPDR funds.
The report indicates that the firm holds a mix of common stock and ETF shares, with a total of 307 positions listed in the information table.
