13F Insight
DOSSIER · 13F-HR · Q1 2026

Bull Street Advisors, LLC

$202M in tracked AUM across 94 positions as of Q1 2026.

BS
CIK 0001790837 · last filed Mar 31, 2026
Total AUM
$202M
as of Q1 2026
Holdings
94
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bull Street Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JNJ
Johnson & Johnson
$11M46K5.6%02
AAPL
Apple Inc.
$9M37K4.6%03
KO
Coca-Cola Company
$8M103K3.9%04
VGSH
Vanguard Sh Term Govt ETF
$8M133K3.9%05
COST
Costco Wholesale Corp
$8M8K3.8%06
BSV
Vanguard Sh Term Bond ETF
$7M94K3.6%07
XOM
Exxon Mobil Corporation
$6M37K3.1%08
MSFT
Microsoft Corporation
$6M17K3.1%09
HD
Home Depot Inc.
$6M17K2.7%10
JPM
JPMorgan Chase & Co
$5M16K2.4%

Filing history

2026Q1Mar 31
$202M▼ 6.1%
94 positionsView →2025Q4Dec 31
$215M▲ 0.4%
92 positionsView →2025Q3Sep 30
$214M▲ 3.0%
89 positionsLocked2025Q2Jun 30
$208M▼ 0.4%
89 positionsLocked2025Q1Mar 31
$209M▲ 0.6%
89 positionsLocked2024Q4Dec 31
$207M▼ 3.7%
89 positionsLocked2024Q3Sep 30
$215M▲ 3.9%
91 positionsLocked2024Q2Jun 30
$207M▼ 0.8%
91 positionsLocked2024Q1Mar 31
$209M▲ 5.7%
92 positionsLocked2023Q4Dec 31
$198M▲ 4.5%
89 positionsLocked2023Q3Sep 30
$189M▼ 3.1%
90 positionsLocked2023Q2Jun 30
$195M▲ 1.1%
90 positionsLocked
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