Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 24 | Q1 2019 | 5.1% |
JPMORGAN CHASE & CO | 24 | Q1 2019 | 3.7% |
PFIZER INC | 24 | Q1 2019 | 3.4% |
NEXTERA ENERGY INC | 24 | Q1 2019 | 3.6% |
CVS HEALTH CORP | 24 | Q1 2019 | 3.6% |
FIDELITY NATL INFORMATION SV | 24 | Q1 2019 | 3.4% |
AT&T INC | 24 | Q1 2019 | 3.2% |
LOWES COS INC | 24 | Q1 2019 | 3.6% |
UNION PACIFIC CORP | 24 | Q1 2019 | 3.2% |
PHILLIPS 66 | 24 | Q1 2019 | 3.7% |
View SANTA BARBARA ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-NT | 2022-02-11 |
13F-NT | 2021-11-12 |
13F-NT | 2021-08-16 |
13F-NT | 2021-05-14 |
D/A | 2021-04-30 |
13F-NT | 2021-02-16 |
13F-NT | 2020-11-16 |
13F-NT | 2020-08-14 |
13F-NT | 2020-05-14 |
D/A | 2020-04-30 |
View SANTA BARBARA ASSET MANAGEMENT, LLC'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.