$54.5 Million is the total value of Axel Capital Management, LLC's 35 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $28,236,000 | – | 144,270 | +100.0% | 51.79% | – |
| WHR | New | WHIRLPOOL CORP | $1,949,000 | – | 14,000 | +100.0% | 3.58% | – |
| KR | New | KROGER CO | $1,285,000 | – | 26,000 | +100.0% | 2.36% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $940,000 | – | 25,000 | +100.0% | 1.72% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $900,000 | – | 10,000 | +100.0% | 1.65% | – |
| SQM | New | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $879,000 | – | 30,000 | +100.0% | 1.61% | – |
| NUE | New | NUCOR CORP | $739,000 | – | 15,000 | +100.0% | 1.36% | – |
| STLD | New | STEEL DYNAMICS INC | $538,000 | – | 30,000 | +100.0% | 0.99% | – |
| GOOG | New | GOOGLE INCcl c | $308,000 | – | 535 | +100.0% | 0.56% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANECK VECTORS ETF TR | 26 | Q4 2022 | 100.0% |
| AMERICAN TOWER CORP NEW | 24 | Q1 2020 | 8.2% |
| AUTOMATIC DATA PROCESSING INC | 22 | Q3 2018 | 20.7% |
| BRISTOL MYERS SQUIBB CO | 22 | Q3 2018 | 2.4% |
| CLOROX CO DEL | 19 | Q3 2018 | 8.2% |
| SMUCKER J M CO | 18 | Q3 2017 | 5.1% |
| JOHNSON & JOHNSON | 18 | Q3 2017 | 2.9% |
| ALBEMARLE CORP | 16 | Q3 2021 | 9.3% |
| WALGREENS BOOTS ALLIANCE INC | 15 | Q2 2018 | 2.7% |
| MONDELEZ INTL INC | 15 | Q4 2017 | 1.9% |
View Axel Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-01 |
| 13F-HR/A | 2023-02-01 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-01 |
| 13F-HR | 2021-10-13 |
| 13F-HR | 2021-08-04 |
| 13F-HR | 2021-05-10 |
| 13F-HR | 2021-01-08 |
View Axel Capital Management, 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.