$782 Million is the total value of SWARTHMORE GROUP INC's 48 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHH | Schwab U.S. REIT ETF | $1,665,000 | -3.6% | 53,875 | 0.0% | 0.21% | -2.7% | |
| GMPRB | General Motors Copfd | $1,013,000 | +4.1% | 20,200 | 0.0% | 0.13% | +5.7% | |
| TEL | TE Connectivity Ltd | $935,000 | +13.6% | 18,065 | 0.0% | 0.12% | +15.4% | |
| AMGN | Amgen Inc | $823,000 | +13.5% | 7,350 | 0.0% | 0.10% | +14.1% | |
| BLK | BlackRock Inc | $724,000 | +5.4% | 2,675 | 0.0% | 0.09% | +6.9% | |
| NBL | Noble Energy Inc | $412,000 | +11.7% | 6,150 | 0.0% | 0.05% | +12.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Technology Select Sector SPDR | 32 | Q1 2021 | 14.9% |
| SELECT SECTOR SPDR TR | 32 | Q1 2021 | 8.3% |
| SELECT SECTOR SPDR TR | 32 | Q1 2021 | 6.2% |
| SELECT SECTOR SPDR TR | 31 | Q4 2020 | 8.7% |
| SELECT SECTOR SPDR TR | 30 | Q3 2020 | 14.0% |
| THERMO FISHER SCIENTIFIC INC | 26 | Q2 2022 | 4.6% |
| MICROSOFT CORP | 25 | Q2 2022 | 3.8% |
| SELECT SECTOR SPDR TR | 25 | Q3 2019 | 4.8% |
| Alphabet Inc-CL A | 24 | Q2 2022 | 3.6% |
| ISHARES TR | 23 | Q2 2022 | 57.0% |
View SWARTHMORE GROUP INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-11-19 |
| 13F-HR | 2021-08-09 |
| 13F-HR | 2021-04-28 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-10-21 |
| 13F-HR | 2020-07-22 |
| 13F-HR | 2020-04-24 |
View SWARTHMORE GROUP INC'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.