$340 Million is the total value of Pineno Levin & Ford Asset Management, Inc.'s 119 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -7,600 | -100.0% | -0.06% | – |
KSU | Exit | KANSAS CITY SOUTHERN | $0 | – | -2,153 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DISNEY WALT CO | 35 | Q4 2021 | 4.4% |
MICROSOFT CORP | 35 | Q4 2021 | 6.4% |
BERKSHIRE HATHAWAY INC DEL | 35 | Q4 2021 | 3.8% |
WASTE MGMT INC DEL | 35 | Q4 2021 | 3.7% |
JOHNSON & JOHNSON | 35 | Q4 2021 | 3.6% |
COMCAST CORP NEW | 35 | Q4 2021 | 3.5% |
PFIZER INC | 35 | Q4 2021 | 3.1% |
NEXTERA ENERGY INC | 35 | Q4 2021 | 3.6% |
ACCENTURE PLC IRELAND | 35 | Q4 2021 | 4.4% |
BECTON DICKINSON & CO | 35 | Q4 2021 | 3.0% |
View Pineno Levin & Ford Asset Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-01-21 |
13F-HR | 2021-11-01 |
13F-HR | 2021-07-14 |
13F-HR | 2021-04-23 |
13F-HR | 2021-01-20 |
13F-HR | 2020-10-21 |
13F-HR | 2020-08-04 |
13F-HR | 2020-04-22 |
13F-HR | 2020-01-28 |
13F-HR | 2019-10-17 |
View Pineno Levin & Ford Asset Management, 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.