$80.6 Million is the total value of SPERO-SMITH INVESTMENT ADVISERS INC /OH's 38 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BP | BP PLC ADR | $1,193,000 | +0.8% | 28,374 | 0.0% | 1.48% | +0.7% | |
| LECO | Lincoln Elec Hldgs Inc. | $974,000 | +16.4% | 14,615 | 0.0% | 1.21% | +16.2% | |
| ETN | Eaton Corp PLC F | $774,000 | +4.6% | 11,250 | 0.0% | 0.96% | +4.6% | |
| DIS | Disney Walt Co. | $337,000 | +2.4% | 5,218 | 0.0% | 0.42% | +2.2% | |
| BRKB | Berkshire Hathaway Inc. Cl B | $284,000 | +1.4% | 2,505 | 0.0% | 0.35% | +1.4% | |
| MA | Mastercard Inc | $253,000 | +17.1% | 376 | 0.0% | 0.31% | +17.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Exxon Mobil Corp. | 14 | Q3 2016 | 16.9% |
| Danaher Corp Del | 14 | Q3 2016 | 3.9% |
| Fiserv Inc. | 14 | Q3 2016 | 4.0% |
| Wells Fargo & Co. | 14 | Q3 2016 | 3.7% |
| CVS Caremark Corp | 14 | Q3 2016 | 3.6% |
| McKesson Corp. | 14 | Q3 2016 | 3.6% |
| Accenture Ltd. | 14 | Q3 2016 | 3.7% |
| Microsoft Corporation | 14 | Q3 2016 | 3.6% |
| Novartis A G ADR | 14 | Q3 2016 | 3.3% |
| Huntington Bancshares | 14 | Q3 2016 | 3.2% |
View SPERO-SMITH INVESTMENT ADVISERS INC /OH's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2016-10-31 |
| 13F-HR | 2016-08-03 |
| 13F-HR | 2016-05-06 |
| 13F-HR | 2016-02-08 |
| 13F-HR | 2015-11-12 |
| 13F-HR | 2015-07-30 |
| 13F-HR/A | 2015-04-30 |
| 13F-HR | 2015-04-29 |
| 13F-HR | 2015-02-17 |
| 13F-HR | 2014-11-04 |
View SPERO-SMITH INVESTMENT ADVISERS INC /OH'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.