$189 Million is the total value of STEEL GROVE CAPITAL ADVISORS, LLC's 95 reported holdings in Q1 2011. The portfolio turnover from Q4 2010 to Q1 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-04-20
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 44 | Q2 2024 | 7.3% |
| ENTERPRISE PRODS PARTNERS L P COM | 44 | Q2 2024 | 4.4% |
| COCA COLA CO COM | 44 | Q2 2024 | 2.9% |
| JPMORGAN CHASE & CO. COM | 44 | Q2 2024 | 4.6% |
| PLAINS ALL AMER PIPELINE | 44 | Q2 2024 | 4.1% |
| AT&T INC COM | 44 | Q2 2024 | 1.5% |
| EXXON MOBIL CORP COM | 44 | Q2 2024 | 1.3% |
| VERIZON COMMUNICATIONS INC COM | 44 | Q2 2024 | 1.5% |
| ALTRIA GROUP INC COM | 44 | Q2 2024 | 1.3% |
| PFIZER INC COM | 44 | Q2 2024 | 1.3% |
View STEEL GROVE CAPITAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-20 |
View STEEL GROVE CAPITAL ADVISORS, 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.