All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings.
These reports are called 13F reports. However, the filings are required
the following quarter
from the reporting period,
which means that by the time the filing is made (and we see them), the information could be five months old.
For funds
with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover,
the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions
are identified in the table. However, they are not required to report short positions.
Click the link icon to see the full transaction history.
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| Security |
Imputed
Share Price |
Prev
Shares |
Current
Shares |
Change
(Percent) |
Prev Value
(USD x1000) |
Current Value
(USD x1000) |
Change
(Percent) |
|---|
| EBAY / eBay Inc.
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| WTM / White Mountains Insurance Group, Ltd.
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
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|
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| CLX / The Clorox Company
|
|
|
|
|
|
|
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| BRK.B / Berkshire Hathaway Inc.
|
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|
|
|
|
|
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| VTRS / Viatris Inc.
|
|
|
|
|
|
|
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| CL / Colgate-Palmolive Company
|
|
|
|
|
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|
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| JNJ / Johnson & Johnson
|
|
|
|
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|
|
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| MDT / Medtronic plc
|
|
|
|
|
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|
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| FISV / Fiserv, Inc.
|
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|
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| MDLZ / Mondelez International, Inc.
|
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|
|
|
|
|
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| TRI / Thomson Reuters Corporation
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
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| ADP / Automatic Data Processing, Inc.
|
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|
|
|
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|
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| INTU / Intuit Inc.
|
|
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|
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| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
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| SPGI / S&P Global Inc.
|
|
|
|
|
|
|
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| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
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| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| A / Agilent Technologies, Inc.
|
|
|
|
|
|
|
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| V / Visa Inc.
|
|
|
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|
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| WFC / Wells Fargo & Company
|
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| ACN / Accenture plc
|
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|
|
|
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|
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| XOM / Exxon Mobil Corporation
|
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|
|
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| WU / The Western Union Company
|
|
|
|
|
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|
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| FNV / Franco-Nevada Corporation
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
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| AXP / American Express Company
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
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| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
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| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
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| FAST / Fastenal Company
|
|
|
|
|
|
|
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| KHC / The Kraft Heinz Company
|
|
|
|
|
|
|
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| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
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| CME / CME Group Inc.
|
|
|
|
|
|
|
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| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
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| MCO / Moody's Corporation
|
|
|
|
|
|
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|
