SEC 13F Intelligence

Processus Wealth & Capital Management, LLC / MA

Processus Wealth & Capital Management, LLC’s Mastercard Incorporated Position

Does Processus Wealth & Capital Management, LLC own Mastercard Incorporated (MA)? Yes — 9.9K shares worth $5M (+3.35% of its 13F portfolio) as of Q1 2026, down from 9.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
9.9K
% of Portfolio
+3.35%
Quarters Held
9
currently held

Position History MA

Reported value by quarter
Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $6MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.9K$5M+3.35%
Q4 20259.9K$6M+3.73%
Q3 20259.6K$5M+3.91%
Q2 20259.9K$6M+4.40%
Q1 20259.6K$5M+4.50%
Q4 20249.6K$5M+4.03%
Q3 20249.7K$5M+3.95%
Q2 202410.5K$5M+3.84%
Q1 202410.3K$5M+4.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Processus Wealth & Capital Management, LLC’s full portfolio or all institutional holders of MA.