| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 12,815 | 8,662,000 | 3.19% | ||
| 2 | APPLE INC | 79,609 | 8,379,000 | 3.09% | ||
| 3 | GENERAL ELECTRIC CO | 267,243 | 8,325,000 | 3.07% | ||
| 4 | ISHARES TR | 63,134 | 6,819,000 | 2.51% | ||
| 5 | JPMORGAN CHASE & CO | 100,302 | 6,623,000 | 2.44% | ||
| 6 | MICROSOFT CORP | 115,977 | 6,434,000 | 2.37% | ||
| 7 | ISHARES TR | 81,755 | 6,144,000 | 2.26% | ||
| 8 | PFIZER INC | 188,892 | 6,097,000 | 2.25% | ||
| 9 | VISA INC | 77,025 | 5,973,000 | 2.20% | ||
| 10 | ALPHABET INC | 7,520 | 5,851,000 | 2.16% | ||
| 11 | WELLS FARGO & CO NEW | 102,911 | 5,594,000 | 2.06% | ||
| 12 | EXXON MOBIL CORP | 70,852 | 5,523,000 | 2.04% | ||
| 13 | GOLDMAN SACHS GROUP INC | 30,475 | 5,492,000 | 2.02% | ||
| 14 | DISNEY WALT CO | 50,488 | 5,305,000 | 1.95% | ||
| 15 | CITIGROUP INC | 101,187 | 5,236,000 | 1.93% | ||
| 16 | BRISTOL MYERS SQUIBB CO | 74,208 | 5,105,000 | 1.88% | ||
| 17 | PEPSICO INC | 50,646 | 5,061,000 | 1.86% | ||
| 18 | LOWES COS INC | 62,263 | 4,735,000 | 1.74% | ||
| 19 | CVS HEALTH CORP | 48,090 | 4,702,000 | 1.73% | ||
| 20 | FACEBOOK INC | 44,181 | 4,624,000 | 1.70% | ||
| 21 | VANGUARD INDEX FDS | 56,502 | 4,606,000 | 1.70% | ||
| 22 | AMGEN INC | 28,178 | 4,575,000 | 1.69% | ||
| 23 | AT&T INC | 131,974 | 4,541,000 | 1.67% | ||
| 24 | GILEAD SCIENCES INC | 43,571 | 4,409,000 | 1.62% | ||
| 25 | BOEING CO | 29,483 | 4,263,000 | 1.57% | ||
| 26 | GENUINE PARTS CO | 49,423 | 4,245,000 | 1.56% | ||
| 27 | UNITEDHEALTH GROUP INC | 34,887 | 4,104,000 | 1.51% | ||
| 28 | ISHARES TR | 33,375 | 3,805,000 | 1.40% | ||
| 29 | HONEYWELL INTL INC | 36,126 | 3,742,000 | 1.38% | ||
| 30 | CHEVRON CORP NEW | 40,994 | 3,688,000 | 1.36% | ||
| 31 | DELTA AIRLINES INC DEL | 71,589 | 3,629,000 | 1.34% | ||
| 32 | COMCAST CORP NEW | 63,100 | 3,561,000 | 1.31% | ||
| 33 | ORACLE CORP | 94,717 | 3,460,000 | 1.28% | ||
| 34 | ACE LTD | 29,591 | 3,458,000 | 1.27% | ||
| 35 | EDISON INTL | 55,973 | 3,314,000 | 1.22% | ||
| 36 | ABBOTT LABS | 73,642 | 3,307,000 | 1.22% | ||
| 37 | PROCTER AND GAMBLE CO | 38,539 | 3,060,000 | 1.13% | ||
| 38 | PRUDENTIAL FINL INC | 36,997 | 3,012,000 | 1.11% | ||
| 39 | BOSTON SCIENTIFIC CORP | 161,898 | 2,986,000 | 1.10% | ||
| 40 | TYSON FOODS INC | 55,445 | 2,957,000 | 1.09% | ||
| 41 | ISHARES 7-10 YEAR TREASURY BOND ETF | 27,755 | 2,931,000 | 1.08% | ||
| 42 | ISHARES TR | 23,828 | 2,832,000 | 1.04% | ||
| 43 | SALESFORCE COM INC | 36,100 | 2,830,000 | 1.04% | ||
| 44 | BERKSHIRE HATHAWAY INC DEL | 20,699 | 2,733,000 | 1.01% | ||
| 45 | THERMO FISHER SCIENTIFIC INC | 19,237 | 2,728,000 | 1.01% | ||
| 46 | QUALCOMM INC | 54,359 | 2,717,000 | 1.00% | ||
| 47 | ITC HOLDINGS ORD | 69,151 | 2,714,000 | 1.00% | ||
| 48 | SCHLUMBERGER LTD | 37,052 | 2,584,000 | 0.95% | ||
| 49 | GENERAL MTRS CO | 75,536 | 2,568,000 | 0.95% | ||
| 50 | EOG RES INC | 34,638 | 2,452,000 | 0.90% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000036066-16-000012, filed 2016.01.07).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
