$179 Million is the total value of GIRARD PARTNERS LTD.'s 149 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PLL | New | PALL CORP | $747,000 | – | 6,000 | +100.0% | 0.42% | – |
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $410,000 | – | 2 | +100.0% | 0.23% | – |
WMT | New | WAL-MART STORES INC | $295,000 | – | 4,159 | +100.0% | 0.16% | – |
HCBK | New | HUDSON CITY BANCORP | $290,000 | – | 29,400 | +100.0% | 0.16% | – |
BDX | New | BECTON DICKINSON CO | $287,000 | – | 2,025 | +100.0% | 0.16% | – |
IWF | New | ISHARES TR RUS 1000 GRWetf | $257,000 | – | 2,599 | +100.0% | 0.14% | – |
IJH | New | ISHARES TR CORE SP MCPetf | $238,000 | – | 1,587 | +100.0% | 0.13% | – |
CMCSA | New | COMCAST CORP NEWcl a | $211,000 | – | 3,506 | +100.0% | 0.12% | – |
MDT | New | MEDTRONIC PLC | $206,000 | – | 2,776 | +100.0% | 0.12% | – |
MKC | New | MCCORMICK CO INC COM NON VTG | $203,000 | – | 2,510 | +100.0% | 0.11% | – |
COHU | New | COHU INC | $172,000 | – | 13,000 | +100.0% | 0.10% | – |
TWO | New | TWO HBRS INVT CORP | $148,000 | – | 15,180 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP COM | 40 | Q3 2023 | 3.9% |
BLACKROCK INC COM | 40 | Q3 2023 | 2.8% |
HOME DEPOT INC COM | 40 | Q3 2023 | 2.5% |
VISA INC COM CL A | 40 | Q3 2023 | 2.7% |
JOHNSON JOHNSON COM | 40 | Q3 2023 | 2.7% |
DISNEY WALT CO COM DISNEY | 40 | Q3 2023 | 2.3% |
UNION PACIFIC CORP COM | 40 | Q3 2023 | 2.2% |
EXXON MOBIL CORP COM | 40 | Q3 2023 | 3.6% |
JPMORGAN CHASE CO COM | 40 | Q3 2023 | 1.8% |
INTEL CORP COM | 40 | Q3 2023 | 2.4% |
View GIRARD PARTNERS LTD.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-12 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-20 |
13F-HR | 2022-07-26 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-02 |
View GIRARD PARTNERS LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.