| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP COM | 9 | Q2 2015 | 4.3% |
| POTASH CORP SASK INC F | 9 | Q2 2015 | 3.8% |
| BHP BILLITON LTD SPONSORED ADR | 9 | Q2 2015 | 3.4% |
| TEEKAY LNG PARTNERS L P PARTNE | 9 | Q2 2015 | 2.0% |
| GLAXOSMITHKLINE PLC SPONS ADR | 9 | Q2 2015 | 1.6% |
| MARKET VECTORS ETF TR GOLD MIN | 9 | Q2 2015 | 0.7% |
| ISHARES TR IBOXX USD INVT GRAD | 8 | Q2 2015 | 21.0% |
| FIFTH ST FIN CORP COM | 8 | Q1 2015 | 5.2% |
| PEPSICO INCORPORATED | 8 | Q1 2015 | 4.5% |
| RIO TINTO PLC SPONSORED ADR IS | 8 | Q1 2015 | 3.7% |
View EXCELSIA, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2015-07-29 |
| 13F-HR | 2015-04-29 |
| 13F-HR | 2015-01-20 |
| 13F-HR | 2014-10-24 |
| 13F-HR | 2014-07-25 |
| 13F-HR | 2014-04-25 |
| 13F-HR | 2014-01-31 |
| 13F-HR | 2013-10-28 |
| 13F-HR | 2013-07-26 |
| 13F-HR | 2013-05-02 |
View EXCELSIA, INC.'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.