$1.08 Billion is the total value of GAMBLE JONES INVESTMENT COUNSEL's 222 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VO | New | VANGUARD INDEX FDSmid cap etf | $543,000 | – | 3,305 | +100.0% | 0.05% | – |
IVV | New | ISHARES TRcore s&p500 etf | $520,000 | – | 1,778 | +100.0% | 0.05% | – |
CMF | New | ISHARES TRcalif mun bd etf | $450,000 | – | 7,765 | +100.0% | 0.04% | – |
CHRW | New | C H ROBINSON WORLDWIDE INC | $392,000 | – | 4,000 | +100.0% | 0.04% | – |
QCOM | New | QUALCOMM INC | $223,000 | – | 3,102 | +100.0% | 0.02% | – |
ETN | New | EATON CORP PLC | $223,000 | – | 2,575 | +100.0% | 0.02% | – |
ALL | New | ALLSTATE CORP | $200,000 | – | 2,029 | +100.0% | 0.02% | – |
KMI | New | KINDER MORGAN INC DEL | $171,000 | – | 9,646 | +100.0% | 0.02% | – |
FOX | New | TWENTY FIRST CENTY FOX INCcl b | $123,000 | – | 2,692 | +100.0% | 0.01% | – |
TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $115,000 | – | 2,600 | +100.0% | 0.01% | – |
SAND | New | SANDSTORM GOLD LTD | $112,000 | – | 30,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PROCTER & GAMBLE CO | 39 | Q4 2022 | 32.1% |
APPLE INC | 39 | Q4 2022 | 5.8% |
MICROSOFT CORP | 39 | Q4 2022 | 5.5% |
JOHNSON & JOHNSON | 39 | Q4 2022 | 3.3% |
BERKSHIRE HATHAWAY INC DEL | 39 | Q4 2022 | 2.7% |
EXXON MOBIL CORP | 39 | Q4 2022 | 3.7% |
3M Company | 39 | Q4 2022 | 2.4% |
ABBOTT LABS | 39 | Q4 2022 | 2.1% |
Texas Instruments Inc | 39 | Q4 2022 | 2.6% |
PFIZER INC | 39 | Q4 2022 | 2.2% |
View GAMBLE JONES INVESTMENT COUNSEL's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-02-08 |
13F-HR | 2022-11-03 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-02 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-09 |
13F-HR | 2021-08-06 |
13F-HR | 2021-05-10 |
13F-HR | 2021-02-10 |
13F-HR | 2020-11-10 |
View GAMBLE JONES INVESTMENT COUNSEL'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.