$575 Million is the total value of CEDAR HILL ASSOCIATES, LLC's 146 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB FUNDAMENTAL LARGE CAP | $1,294,000 | +6.6% | 34,550 | 0.0% | 0.22% | +7.1% | |
| SCHV | SCHWAB US LARGE CAP VALUE | $1,254,000 | +5.6% | 22,930 | 0.0% | 0.22% | +6.3% | |
| EEM | ISHARES TR | $920,000 | +5.3% | 19,517 | 0.0% | 0.16% | +6.0% | |
| COL | ROCKWELL COLLINS INC | $385,000 | +3.8% | 2,840 | 0.0% | 0.07% | +4.7% | |
| CMI | CUMMINS INC | $316,000 | +5.3% | 1,787 | 0.0% | 0.06% | +5.8% | |
| CLX | CLOROX CO DEL | $297,000 | +12.9% | 1,995 | 0.0% | 0.05% | +15.6% | |
| SHW | SHERWIN WILLIAMS CO | $239,000 | +14.4% | 583 | 0.0% | 0.04% | +16.7% | |
| VOT | VANGUARD INDEX FDS | $223,000 | +5.2% | 1,743 | 0.0% | 0.04% | +5.4% | |
| O | REALTY INCOME CORP | $201,000 | 0.0% | 3,520 | 0.0% | 0.04% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF | 23 | Q4 2018 | 6.5% |
| iShares Tr Barclays 1-3 Yr Credit Bond Fd | 23 | Q4 2018 | 4.5% |
| Ishares MSCI Emerging Market | 23 | Q4 2018 | 5.5% |
| TORTOISE ENERGY INFRA CORP COM | 23 | Q4 2018 | 4.6% |
| THERMO FISHER SCIENTIFIC INC COM | 23 | Q4 2018 | 3.5% |
| FEDEX CORP COM | 23 | Q4 2018 | 3.0% |
| CME GROUP INC COM CL A | 23 | Q4 2018 | 3.1% |
| APPLE INC COM | 23 | Q4 2018 | 2.7% |
| EOG Resources | 23 | Q4 2018 | 3.2% |
| GENERAL ELECTRIC CO COM | 23 | Q4 2018 | 3.2% |
View CEDAR HILL ASSOCIATES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-13 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-08-06 |
| 13F-HR | 2018-05-01 |
| 13F-HR | 2018-02-21 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-11 |
| 13F-HR | 2017-05-12 |
| 13F-HR | 2017-02-07 |
| 13F-HR | 2016-11-14 |
View CEDAR HILL ASSOCIATES, 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.