Bull Street Advisors, LLC — 13F holdings

Bull Street Advisors, LLC reported 92 holdings worth $221M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. AAPL APPLE INC — $12.8M (5.8%)
2. JNJ JOHNSON & JOHNSON — $12.3M (5.5%)
3. MSFT MICROSOFT CORP — $9.27M (4.2%)
4. TJX TJX COS INC NEW — $9.13M (4.1%)
5. KO COCA COLA CO — $8.77M (4.0%)
6. BSV VANGUARD BD INDEX FDS — $6.97M (3.2%)
7. VGSH VANGUARD SCOTTSDALE FDS — $6.86M (3.1%)
8. COST COSTCO WHSL CORP NEW — $6.68M (3.0%)
9. XOM EXXON MOBIL CORP — $6.18M (2.8%)
10. AMGN AMGEN INC — $5.48M (2.5%)