$277 Million is the total value of VESTOR CAPITAL, LLC's 70 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BK | Exit | Bank of New York Mellon Corp | $0 | – | -10,555 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft | 44 | Q2 2024 | 8.2% |
| JP Morgan Chase & Co | 44 | Q2 2024 | 4.4% |
| Unitedhealth Group Inc | 44 | Q2 2024 | 6.3% |
| Pepsico Inc | 44 | Q2 2024 | 3.0% |
| Johnson & Johnson Com | 44 | Q2 2024 | 3.6% |
| Norfolk Southern Corp | 44 | Q2 2024 | 3.7% |
| US Bancorp New | 44 | Q2 2024 | 3.5% |
| Home Depot | 44 | Q2 2024 | 2.3% |
| McDonalds Corporation | 44 | Q2 2024 | 2.5% |
| Fiserv Inc | 44 | Q2 2024 | 3.7% |
View VESTOR CAPITAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-14 |
| 13F-HR/A | 2024-02-14 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-08 |
| 13F-HR/A | 2023-08-21 |
| 13F-HR | 2023-08-09 |
| 13F-HR/A | 2023-05-10 |
| 13F-HR/A | 2023-05-09 |
View VESTOR CAPITAL, 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.