$558 Million is the total value of DOWLING & YAHNKE LLC's 229 reported holdings in Q4 2012. The portfolio turnover from Q3 2012 to Q4 2012 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2012 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-02-08
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
RELIANCE STEEL & ALUMINUM CO | 38 | Q3 2022 | 8.8% |
Coca-Cola Company | 38 | Q3 2022 | 4.6% |
LANCASTER COLONY CORP | 38 | Q3 2022 | 3.0% |
Microsoft Inc. | 38 | Q3 2022 | 2.6% |
QUALCOMM INC | 38 | Q3 2022 | 2.2% |
Vgd Utility ETF | 38 | Q3 2022 | 1.6% |
Vgd Materials ETF | 38 | Q3 2022 | 1.5% |
HOME DEPOT INC | 38 | Q3 2022 | 1.3% |
JOHNSON & JOHNSON | 38 | Q3 2022 | 1.4% |
Walt Disney Hold Co. | 38 | Q3 2022 | 1.3% |
View DOWLING & YAHNKE LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-11-03 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-10 |
13F-HR | 2021-11-12 |
13F-HR | 2021-07-21 |
13F-HR | 2021-04-29 |
13F-HR | 2021-01-28 |
13F-HR | 2020-10-19 |
13F-HR | 2020-07-31 |
View DOWLING & YAHNKE 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.