107 is the total number of securities PWMCO, LLC has owned. The longest PWMCO, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| LH | Laboratory Corporation... | 8 | 8 | 7.51% | 8.79% | 10.13% | Q2 2018 | Q1 2020 | 8 |
| BRKB | Berkshire Hathaway, In... | 8 | 8 | 6.41% | 8.68% | 10.92% | Q2 2018 | Q1 2020 | 8 |
| LAMR | Lamar Advertising Co. | 8 | 8 | 6.68% | 7.13% | 7.51% | Q2 2018 | Q1 2020 | 8 |
| ELS | Equity Lifestyle Prope... | 8 | 8 | 4.35% | 5.39% | 6.53% | Q2 2018 | Q1 2020 | 8 |
| CASY | Casey's General Stores... | 8 | 8 | 3.69% | 4.99% | 6.56% | Q2 2018 | Q1 2020 | 8 |
| JNJ | Johnson & Johnson | 8 | 8 | 0.73% | 4.10% | 5.52% | Q2 2018 | Q1 2020 | 8 |
| CNS | Cohen & Steers Inc | 8 | 8 | 0.66% | 4.03% | 5.74% | Q2 2018 | Q1 2020 | 8 |
| PAGP | Plains Group Holdings | 8 | 8 | 1.74% | 3.69% | 4.97% | Q2 2018 | Q1 2020 | 8 |
| KSU | Kansas City Southern | 8 | 8 | 2.83% | 3.58% | 4.48% | Q2 2018 | Q1 2020 | 8 |
| FHN | First Horizon Natl | 8 | 8 | 2.46% | 3.52% | 4.08% | Q2 2018 | Q1 2020 | 8 |
| WY | Weyerhaeuser Co. | 8 | 8 | 2.75% | 3.21% | 3.59% | Q2 2018 | Q1 2020 | 8 |
| OXY | Occidental Petroleum C... | 8 | 8 | 0.17% | 2.36% | 3.48% | Q2 2018 | Q1 2020 | 8 |
| OMCL | Omnicell, Inc. | 8 | 8 | 0.52% | 1.90% | 3.00% | Q2 2018 | Q1 2020 | 8 |
| PCH | Potlatch Corp. | 8 | 8 | 0.16% | 1.85% | 2.47% | Q2 2018 | Q1 2020 | 8 |
| PNFP | Pinnacle Finl Partners... | 8 | 8 | 1.13% | 1.83% | 2.29% | Q2 2018 | Q1 2020 | 8 |
| FUN | Cedar Fair -L.P. | 8 | 8 | 1.00% | 1.75% | 2.00% | Q2 2018 | Q1 2020 | 8 |
| KR | Kroger Co. | 8 | 8 | 0.81% | 1.26% | 2.10% | Q2 2018 | Q1 2020 | 8 |
| FCCO | First Community Corp | 8 | 8 | 0.90% | 1.19% | 1.45% | Q2 2018 | Q1 2020 | 8 |
| SYK | Stryker Corp. | 8 | 8 | 0.85% | 1.12% | 1.33% | Q2 2018 | Q1 2020 | 8 |
| CHKP | Check Point Software T... | 8 | 8 | 0.38% | 0.84% | 2.23% | Q2 2018 | Q1 2020 | 8 |
| SNPS | Synopsys, Inc. | 8 | 8 | 0.41% | 0.72% | 1.38% | Q2 2018 | Q1 2020 | 8 |
| THR | Thermon Group Hldgs | 8 | 8 | 0.40% | 0.63% | 1.46% | Q2 2018 | Q1 2020 | 8 |
| BLL | Ball Corp. | 8 | 8 | 0.39% | 0.61% | 0.86% | Q2 2018 | Q1 2020 | 8 |
| Vertu Motors Plc Ord | 8 | 8 | 0.07% | 0.40% | 0.81% | Q2 2018 | Q1 2020 | 8 | |
| KALU | Kaisar Aluminum Corp | 8 | 8 | 0.35% | 0.39% | 0.43% | Q2 2018 | Q1 2020 | 8 |
| TMO | Thermo Fisher Scientif... | 8 | 8 | 0.28% | 0.36% | 0.47% | Q2 2018 | Q1 2020 | 8 |
| Irish Continental Grou... | 8 | 8 | 0.15% | 0.33% | 0.56% | Q2 2018 | Q1 2020 | 8 | |
| COST | Costco Wholesale Corpo... | 8 | 8 | 0.23% | 0.27% | 0.38% | Q2 2018 | Q1 2020 | 8 |
| GOOGL | Alphabet Inc | 8 | 8 | 0.13% | 0.25% | 0.55% | Q2 2018 | Q1 2020 | 8 |
| ICLR | ICON plc | 8 | 8 | 0.21% | 0.23% | 0.27% | Q2 2018 | Q1 2020 | 8 |
| CSX | CSX Corp. | 8 | 8 | 0.20% | 0.22% | 0.23% | Q2 2018 | Q1 2020 | 8 |
| CVGW | Calavo Growers, Inc. | 8 | 8 | 0.17% | 0.20% | 0.23% | Q2 2018 | Q1 2020 | 8 |
| WBA | Walgreens Boots Allianc | 8 | 8 | 0.16% | 0.19% | 0.23% | Q2 2018 | Q1 2020 | 8 |
| GOOGL | Google Inc. | 8 | 8 | 0.13% | 0.16% | 0.19% | Q2 2018 | Q1 2020 | 8 |
| XRAY | Dentsply International... | 8 | 8 | 0.12% | 0.16% | 0.18% | Q2 2018 | Q1 2020 | 8 |
| CDNAF | Canadian Tire Ltd | 8 | 8 | 0.10% | 0.14% | 0.18% | Q2 2018 | Q1 2020 | 8 |
| FITB | Fifth Third Bancorp. | 8 | 8 | 0.10% | 0.13% | 0.15% | Q2 2018 | Q1 2020 | 8 |
| HRL | Hormel Foods Corp. | 8 | 8 | 0.10% | 0.11% | 0.16% | Q2 2018 | Q1 2020 | 8 |
| UHS | Universal Health Realt... | 8 | 8 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q1 2020 | 8 |
| NANX | Nanophase Technologies... | 8 | 8 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q1 2020 | 8 |
| UFFCQ | UFood Restaurant Group... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
| TSHO | Tradeshow Marketing Co. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
| SUI | Sun Communities | 7 | 7 | 3.05% | 4.13% | 5.11% | Q3 2018 | Q1 2020 | 7 |
| GPK | Graphic Packaging Hold... | 7 | 7 | 0.05% | 1.88% | 2.51% | Q2 2018 | Q4 2019 | 7 |
| EGP | Eastgroup Properties | 7 | 7 | 0.36% | 0.41% | 0.46% | Q2 2018 | Q4 2019 | 7 |
| BKSC | Bank of South Carolina... | 7 | 7 | 0.27% | 0.32% | 0.41% | Q2 2018 | Q4 2019 | 7 |
| WWW | Wolverine World Wide, ... | 7 | 7 | 0.08% | 0.21% | 0.32% | Q2 2018 | Q4 2019 | 7 |
| HEP | Holly Energy Partner Lp | 7 | 7 | 0.09% | 0.13% | 0.16% | Q3 2018 | Q1 2020 | 7 |
| LMRK | Landmark Infrastruct Lp | 7 | 7 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q1 2020 | 7 |
| FBNC | First Bancorp | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
| RMR Real Estate Fd Fra... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 | |
| AAPL | Apple Inc. | 5 | 1 | 0.09% | 2.55% | 4.19% | Q2 2018 | Q1 2020 | 6 |
| 1/100 Berkshire Htwy Cla | 6 | 6 | 0.78% | 0.85% | 0.97% | Q4 2018 | Q1 2020 | 6 | |
| CCB Financial Corp. | 6 | 6 | 0.12% | 0.55% | 0.87% | Q4 2018 | Q1 2020 | 6 | |
| PLUS | Eplus Inc | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2018 | Q3 2019 | 6 |
| OCFC | Oceanfirst Financial Corp | 5 | 5 | 0.44% | 0.91% | 1.54% | Q2 2018 | Q2 2019 | 5 |
| ABBV | AbbVie, Inc. | 5 | 5 | 0.19% | 0.43% | 0.60% | Q2 2018 | Q2 2019 | 5 |
| USLM | United States Lime&M | 5 | 5 | 0.16% | 0.18% | 0.25% | Q2 2018 | Q2 2019 | 5 |
| SLCT | Select Bancorp Inc | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 5 |
| FALC | FalconStor Software Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
| SCHW | Schwab (Charles) Corp. | 4 | 4 | 2.26% | 3.00% | 3.45% | Q2 2019 | Q1 2020 | 4 |
| MRK | Merck & Co., Inc. | 4 | 4 | 0.56% | 1.88% | 4.01% | Q2 2018 | Q1 2019 | 4 |
| PB | Prosperity Bancshares,... | 4 | 4 | 0.48% | 0.99% | 1.58% | Q2 2018 | Q1 2019 | 4 |
| FCBP | First Choice Bancorp | 4 | 4 | 0.20% | 0.35% | 0.45% | Q3 2018 | Q2 2019 | 4 |
| AMZN | Amazon.Com Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q1 2019 | 4 |
| PLD | Prologis | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
| CADE | Cadence Bancorp | 3 | 3 | 3.61% | 3.74% | 3.88% | Q4 2018 | Q2 2019 | 3 |
| SLB | Schlumberger Ltd. | 3 | 3 | 2.11% | 2.40% | 2.64% | Q3 2019 | Q1 2020 | 3 |
| PFE | Pfizer, Inc. | 2 | 1 | 1.20% | 1.27% | 1.41% | Q2 2018 | Q4 2019 | 3 |
| KEM | KEMET Corp. | 3 | 3 | 0.81% | 1.27% | 1.80% | Q3 2019 | Q1 2020 | 3 |
| FRAC | Keane Group Inc | 3 | 3 | 0.33% | 0.46% | 0.62% | Q2 2018 | Q4 2018 | 3 |
| CVCO | Cavco Industries Inc | 3 | 3 | 0.31% | 0.43% | 0.50% | Q4 2018 | Q2 2019 | 3 |
| JJSF | J&J Snack Foods Corp | 3 | 3 | 0.16% | 0.16% | 0.17% | Q2 2018 | Q4 2018 | 3 |
| A | Agilent Technologies, ... | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q4 2018 | 3 |
| RNR | RenaissanceRe Holdings... | 2 | 2 | 2.77% | 3.08% | 3.39% | Q2 2018 | Q3 2018 | 2 |
| CFG | Citizens Financial Group | 2 | 2 | 2.26% | 2.93% | 3.60% | Q4 2019 | Q1 2020 | 2 |
| HOMB | Home Bancshares | 2 | 2 | 1.86% | 2.29% | 2.73% | Q4 2019 | Q1 2020 | 2 |
| NEU | Newmarket Corp | 2 | 2 | 1.89% | 1.97% | 2.05% | Q2 2018 | Q3 2018 | 2 |
| COLD | Americold Realty TRUST | 2 | 2 | 1.39% | 1.81% | 2.24% | Q4 2019 | Q1 2020 | 2 |
| CMP | Compass Minerals Inter... | 2 | 2 | 0.44% | 1.44% | 2.43% | Q3 2018 | Q4 2018 | 2 |
| 1/100 Berkshire Htwy Cla | 2 | 2 | 0.85% | 0.88% | 0.90% | Q2 2018 | Q3 2018 | 2 | |
| USB | U.S. Bancorp. | 2 | 2 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q3 2018 | 2 |
| EQC | Equity Commonwealth | 2 | 2 | 0.33% | 0.34% | 0.35% | Q2 2018 | Q3 2018 | 2 |
| WCN | Waste Connections, Inc. | 2 | 2 | 0.29% | 0.30% | 0.32% | Q2 2018 | Q3 2018 | 2 |
| EVBN | Evans Bancorp Inc | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
| OVAS | Ovascience Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
| NPK | National Presto Indust... | 1 | 1 | 3.04% | 3.04% | 3.04% | Q2 2018 | Q2 2018 | 1 |
| GNRC | Generac Holdings Inc | 1 | 1 | 2.47% | 2.47% | 2.47% | Q2 2018 | Q2 2018 | 1 |
| FFIV | F5 Networks Inc. | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2020 | Q1 2020 | 1 |
| AVX | A V X Corp | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2019 | Q4 2019 | 1 |
| ANCX | Access National Corp | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2018 | Q2 2018 | 1 |
| UHAL | Amerco | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2018 | Q2 2018 | 1 |
| TUSK | Mammoth Energy Servi | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2018 | Q2 2018 | 1 |
| RYCEY | Rolls-Royce Hldgs | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2020 | Q1 2020 | 1 |
| CALM | Cal Maine Foods Inc | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2018 | Q2 2018 | 1 |
| HSIC | Henry Schein Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
| TJX | The TJX Companies, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
| BHLB | Berkshire Hills Bancor... | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
| APC | Anadarko Petroleum Corp. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
| XL | Xl Group Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
| PG | Procter & Gamble Co. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
| BGR | Blackrock Global Energ... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
| LW | Lamb Weston Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
| STT | State Street Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
| GPORQ | Gulfport Energy Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
| TSS | Total System Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
| LIFE | Life Technologies Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Download | |||||||||
The securities at the top of the list , including Laboratory Corporation of America Hldgs, Berkshire Hathaway, Inc. - Class B, and Lamar Advertising Co., are the highest-conviction holdings of PWMCO, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by PWMCO, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PWMCO, LLC owns currently or has owned in the past.