$1.16 Billion is the total value of Banyan Partners, LLC's 456 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 24.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | Apple | $46,323,000 | +10.2% | 498,474 | +536.3% | 3.92% | +8.0% |
| JPM | Buy | JPMorgan Chase | $22,318,000 | -3.6% | 387,323 | +1.5% | 1.89% | -5.6% |
| QCOM | Buy | Qualcomm | $20,969,000 | +1.9% | 264,766 | +1.5% | 1.77% | -0.2% |
| BRKA | New | Berkshire Hathaway A | $15,762,000 | – | 83 | +100.0% | 1.33% | – |
| JNJ | Buy | Johnson & Johnson | $13,335,000 | +29.7% | 127,460 | +21.8% | 1.13% | +27.2% |
| MRK | Buy | Merck | $13,115,000 | +10.6% | 226,711 | +8.5% | 1.11% | +8.3% |
| OXY | Buy | Occidental Petroleum | $12,349,000 | +45.4% | 120,326 | +35.0% | 1.04% | +42.4% |
| HD | Buy | Home Depot | $12,242,000 | +9.6% | 151,216 | +7.2% | 1.04% | +7.5% |
| ESRX | Buy | Express Scripts | $12,237,000 | +40.3% | 176,501 | +52.0% | 1.03% | +37.5% |
| SBUX | Buy | Starbucks | $11,129,000 | +6.2% | 143,822 | +0.7% | 0.94% | +4.1% |
| MKL | New | Markel Corp | $10,823,000 | – | 16,508 | +100.0% | 0.92% | – |
| CELG | Buy | Celgene | $10,485,000 | -4.3% | 122,092 | +55.6% | 0.89% | -6.1% |
| PFE | Buy | Pfizer | $9,920,000 | -5.1% | 334,217 | +2.7% | 0.84% | -7.0% |
| GOOG | New | Google Class C | $8,739,000 | – | 15,191 | +100.0% | 0.74% | – |
| BAX | Buy | Baxter Intl | $7,525,000 | +10.8% | 104,084 | +12.8% | 0.64% | +8.7% |
| ADT | Buy | ADT | $7,287,000 | +18.9% | 208,545 | +1.9% | 0.62% | +16.7% |
| ABBV | Buy | AbbVie | $6,969,000 | +51.3% | 123,472 | +37.8% | 0.59% | +48.4% |
| AMGN | Buy | Amgen | $6,839,000 | +10.7% | 57,780 | +15.4% | 0.58% | +8.4% |
| BHI | Buy | Baker Hughes | $6,838,000 | +86.5% | 91,852 | +62.9% | 0.58% | +82.9% |
| CVS | Buy | CVS Caremark | $6,730,000 | +95.8% | 89,300 | +94.5% | 0.57% | +92.2% |
| TGT | Buy | Target | $6,632,000 | +1.1% | 114,443 | +5.6% | 0.56% | -0.7% |
| CMCSA | Buy | Comcast | $6,216,000 | +48.7% | 115,804 | +38.6% | 0.52% | +45.8% |
| SDRL | Buy | Seadrill | $6,040,000 | +21.0% | 151,198 | +6.5% | 0.51% | +18.6% |
| UPS | Buy | United Parcel Service | $5,783,000 | +40.6% | 56,335 | +33.4% | 0.49% | +37.7% |
| BAC | Buy | Bank Of America | $5,778,000 | -8.1% | 375,959 | +2.9% | 0.49% | -10.0% |
| ETN | Buy | Eaton | $5,419,000 | +23.3% | 70,208 | +20.0% | 0.46% | +20.8% |
| MOS | Buy | Mosaic | $5,327,000 | +8.6% | 107,734 | +9.9% | 0.45% | +6.4% |
| C | Buy | Citigroup | $5,204,000 | +9.7% | 110,480 | +10.8% | 0.44% | +7.6% |
| FCX | Buy | Freeport McMoran | $5,061,000 | +25.5% | 138,670 | +13.7% | 0.43% | +23.0% |
| ACN | Buy | Accenture | $4,976,000 | +5.0% | 61,558 | +3.6% | 0.42% | +2.9% |
| ZTS | Buy | Zoetis | $4,671,000 | +21.2% | 144,739 | +8.7% | 0.40% | +19.0% |
| DRI | Buy | Darden Restaurants | $4,507,000 | +31.1% | 97,400 | +43.8% | 0.38% | +28.3% |
| MET | Buy | Metlife | $4,376,000 | +62.0% | 78,766 | +53.9% | 0.37% | +58.8% |
| HOLX | Buy | Hologic | $4,344,000 | +104.0% | 171,373 | +73.1% | 0.37% | +99.5% |
| MS | Buy | Morgan Stanley | $4,158,000 | +11.7% | 128,626 | +7.7% | 0.35% | +9.3% |
| BA | Buy | Boeing | $3,992,000 | +2.9% | 31,374 | +1.5% | 0.34% | +0.6% |
| M | Buy | Macy's | $3,939,000 | +4.0% | 67,886 | +6.3% | 0.33% | +1.8% |
| CAG | Buy | Conagra Foods Inc. Com | $3,926,000 | +129.2% | 132,279 | +139.6% | 0.33% | +124.3% |
| HON | Buy | Honeywell International | $3,906,000 | +120.6% | 42,022 | +120.1% | 0.33% | +115.7% |
| TROW | Buy | T Rowe Price Group | $3,837,000 | +6.1% | 45,461 | +3.5% | 0.32% | +3.8% |
| MPC | Buy | Marathon Petroleum | $3,760,000 | +4.3% | 48,163 | +16.3% | 0.32% | +2.3% |
| PPL | Buy | PPL | $3,629,000 | +16.1% | 102,129 | +8.3% | 0.31% | +13.7% |
| ISRG | Buy | Intuitive Surgical | $3,578,000 | +11.3% | 8,689 | +18.4% | 0.30% | +9.0% |
| WMT | Buy | Walmart | $3,452,000 | +0.1% | 45,989 | +2.0% | 0.29% | -1.7% |
| HTZ | Buy | Hertz Global Holdings | $3,399,000 | +24.1% | 121,262 | +18.0% | 0.29% | +21.6% |
| EPR | Buy | Entertainment Properties Trust | $3,004,000 | +5.5% | 53,766 | +0.8% | 0.25% | +3.3% |
| O | Buy | Realty Income | $2,963,000 | +12.3% | 66,705 | +3.3% | 0.25% | +9.6% |
| IVZ | Buy | Invesco | $2,839,000 | +8.7% | 75,196 | +6.5% | 0.24% | +6.7% |
| KR | Buy | Kroger Co | $2,756,000 | +23.1% | 55,760 | +8.7% | 0.23% | +20.7% |
| NKE | Buy | Nike | $2,751,000 | +5.3% | 35,475 | +0.3% | 0.23% | +3.6% |
| BIDU | Buy | Baidu ADR | $2,735,000 | +34.5% | 14,641 | +9.6% | 0.23% | +32.0% |
| ARCO | Buy | Arcos Dorados | $2,643,000 | +46.7% | 236,005 | +32.0% | 0.22% | +43.9% |
| GTLS | Buy | Chart Industries | $2,617,000 | +235.5% | 31,630 | +222.0% | 0.22% | +229.9% |
| BMY | Buy | Bristol-Myers Squibb | $2,493,000 | -2.8% | 51,382 | +4.1% | 0.21% | -4.5% |
| AVP | New | Avon Products Inc. | $2,401,000 | – | 164,367 | +100.0% | 0.20% | – |
| HTZ | Buy | Hertz Global Holdingscall | $2,270,000 | +432.9% | 81,000 | +406.2% | 0.19% | +418.9% |
| LVS | Buy | Las Vegas Sands | $2,257,000 | +65.3% | 29,610 | +75.2% | 0.19% | +61.9% |
| DOW | Buy | Dow Chemical | $2,251,000 | +7.3% | 43,741 | +1.3% | 0.19% | +5.0% |
| SE | New | Spectra Energy | $2,105,000 | – | 49,557 | +100.0% | 0.18% | – |
| STX | Buy | Seagate Technology | $2,032,000 | +7.8% | 35,769 | +6.5% | 0.17% | +5.5% |
| NUAN | Buy | Nuance Communications | $2,020,000 | +10.8% | 107,633 | +1.4% | 0.17% | +8.9% |
| AJG | Buy | Arthur J Gallagher | $1,913,000 | +10.1% | 41,060 | +12.4% | 0.16% | +8.0% |
| TRN | Buy | Trinity Industries | $1,900,000 | +12.5% | 43,451 | +85.4% | 0.16% | +10.3% |
| DUK | Buy | Duke Energy | $1,891,000 | +220.5% | 25,489 | +207.7% | 0.16% | +213.7% |
| MRO | Buy | Marathon Oil | $1,877,000 | +13.5% | 47,026 | +1.0% | 0.16% | +11.2% |
| GCI | Buy | Gannett Co | $1,857,000 | +22.3% | 59,308 | +7.9% | 0.16% | +19.8% |
| RHHBY | Buy | Roche Holdings | $1,851,000 | +4.2% | 49,623 | +4.8% | 0.16% | +2.0% |
| TBT | New | Proshs Ultrashort Treasury 20ycall | $1,822,000 | – | 30,000 | +100.0% | 0.15% | – |
| VR | Buy | Validus Holdings | $1,752,000 | +9.6% | 45,828 | +8.1% | 0.15% | +7.2% |
| CLR | New | Continental Resources | $1,735,000 | – | 10,980 | +100.0% | 0.15% | – |
| TWX | Buy | Time Warner | $1,683,000 | +16.0% | 23,956 | +7.8% | 0.14% | +13.6% |
| CAH | Buy | Cardinal Health | $1,679,000 | +5.1% | 24,483 | +7.2% | 0.14% | +2.9% |
| NEE | Buy | Nextera Energy | $1,668,000 | +331.0% | 16,279 | +302.6% | 0.14% | +327.3% |
| LYB | Buy | LyondellBasell Industries | $1,628,000 | +13.8% | 16,672 | +3.7% | 0.14% | +12.2% |
| RGP | Buy | Regency Energy Partners | $1,567,000 | +62.9% | 48,650 | +37.7% | 0.13% | +59.0% |
| OASPQ | New | Oasis Petroleum | $1,560,000 | – | 27,904 | +100.0% | 0.13% | – |
| NSC | Buy | Norfolk Southern | $1,512,000 | +14.2% | 14,672 | +7.7% | 0.13% | +12.3% |
| HCP | Buy | Health Care Property Investors | $1,499,000 | +15.2% | 36,213 | +7.9% | 0.13% | +13.4% |
| BEAV | Buy | B/E Aerospace | $1,477,000 | +7.1% | 15,965 | +0.5% | 0.12% | +5.0% |
| WPC | New | W.P. Carey LLC | $1,473,000 | – | 22,876 | +100.0% | 0.12% | – |
| LMT | Buy | Lockheed Martin | $1,459,000 | +0.1% | 9,079 | +1.7% | 0.12% | -2.4% |
| GM | Buy | General Motors | $1,458,000 | +49.1% | 40,172 | +41.4% | 0.12% | +46.4% |
| COH | Buy | Coach | $1,413,000 | -3.7% | 41,329 | +39.8% | 0.12% | -6.3% |
| MELI | New | Mercadolibre | $1,369,000 | – | 14,351 | +100.0% | 0.12% | – |
| AMG | Buy | Affiliated Managers Group | $1,355,000 | +112.1% | 6,599 | +106.6% | 0.12% | +109.1% |
| MLM | Buy | Martin Marietta Materials | $1,349,000 | +6.2% | 10,218 | +3.3% | 0.11% | +3.6% |
| MXIM | Buy | Maxim Integrated Products | $1,291,000 | +11.4% | 38,171 | +9.0% | 0.11% | +9.0% |
| ESRX | New | Express Scriptscall | $1,248,000 | – | 18,000 | +100.0% | 0.10% | – |
| PAYX | Buy | Paychex | $1,239,000 | +5.1% | 29,810 | +7.7% | 0.10% | +2.9% |
| SPLS | Buy | Staples | $1,229,000 | +4.8% | 113,383 | +9.6% | 0.10% | +3.0% |
| PKG | New | Packaging Corp Of America | $1,213,000 | – | 16,966 | +100.0% | 0.10% | – |
| EBAY | Buy | eBaycall | $1,201,000 | +171.7% | 24,000 | +200.0% | 0.10% | +168.4% |
| HRS | Buy | Harris Corp | $1,194,000 | +8.3% | 15,769 | +4.7% | 0.10% | +6.3% |
| TEL | Buy | TE Connectivity | $1,197,000 | +14.3% | 19,355 | +11.3% | 0.10% | +12.2% |
| SHPG | Buy | Shire PLC | $1,177,000 | +75.1% | 4,997 | +10.4% | 0.10% | +70.7% |
| URI | Buy | United Rentals | $1,154,000 | +11.5% | 11,017 | +1.0% | 0.10% | +10.1% |
| MAT | Buy | Mattel | $1,152,000 | +3.1% | 29,568 | +6.2% | 0.10% | +1.0% |
| MCHP | Buy | Microchip Tech | $1,140,000 | +2.4% | 23,365 | +0.3% | 0.10% | 0.0% |
| NVS | Buy | Novartis | $1,127,000 | +224.8% | 12,456 | +204.8% | 0.10% | +216.7% |
| CA | Buy | CA Inc | $1,102,000 | +2.0% | 38,361 | +10.1% | 0.09% | 0.0% |
| BAYRY | Buy | Bayer AG | $1,104,000 | +4.6% | 7,818 | +0.2% | 0.09% | +2.2% |
| NJDCY | Buy | Nidec | $1,013,000 | -6.0% | 65,851 | +88.0% | 0.09% | -7.5% |
| RAD | Buy | Rite Aid | $1,020,000 | +76.8% | 142,265 | +54.6% | 0.09% | +72.0% |
| BUD | Buy | Anheuser Busch | $992,000 | +10.6% | 8,627 | +1.3% | 0.08% | +9.1% |
| RDSA | Buy | Royal Dutch Shell | $985,000 | +18.5% | 11,954 | +5.1% | 0.08% | +15.3% |
| ALLE | Buy | Allegion PLC | $984,000 | +10.2% | 17,362 | +1.4% | 0.08% | +7.8% |
| NSRGY | Buy | Nestle | $976,000 | +5.4% | 12,568 | +2.3% | 0.08% | +2.5% |
| ADDYY | Buy | Adidas AG | $970,000 | -2.0% | 19,158 | +4.8% | 0.08% | -3.5% |
| PAA | Buy | Plains All American Pipeline | $956,000 | +9.0% | 15,925 | +0.1% | 0.08% | +6.6% |
| PSEC | New | Prospect Cap Corp | $940,000 | – | 88,500 | +100.0% | 0.08% | – |
| SVNDY | Buy | Seven & I Holdings | $922,000 | +10.6% | 10,940 | +0.8% | 0.08% | +8.3% |
| SAP | Buy | SAP AG | $853,000 | +5.3% | 11,076 | +11.2% | 0.07% | +2.9% |
| VLKAY | Buy | Volkswagen AG | $856,000 | +12.8% | 16,561 | +10.8% | 0.07% | +10.8% |
| HDB | Buy | HDFC Bank Ltd | $838,000 | +16.7% | 17,906 | +2.3% | 0.07% | +14.5% |
| TM | Buy | Toyota Motor | $837,000 | +14.3% | 6,995 | +7.9% | 0.07% | +12.7% |
| CTRX | Buy | Catamaran | $824,000 | +6.7% | 18,656 | +8.2% | 0.07% | +4.5% |
| BOH | Buy | Bank of Hawaii | $804,000 | +4.7% | 13,691 | +8.1% | 0.07% | +3.0% |
| COG | New | Cabot Oil & Gas | $804,000 | – | 23,560 | +100.0% | 0.07% | – |
| EADSY | Buy | Airbus Group | $777,000 | -6.3% | 46,426 | +0.5% | 0.07% | -7.0% |
| 1338PS | Buy | UBS AG | $780,000 | -6.6% | 42,603 | +5.7% | 0.07% | -8.3% |
| POT | Buy | Potash | $771,000 | +6.1% | 20,314 | +1.2% | 0.06% | +3.2% |
| ARUN | Buy | Aruba Networks | $752,000 | +123.1% | 42,940 | +139.2% | 0.06% | +120.7% |
| KMTUY | Buy | Komatsu Ltd | $763,000 | +19.8% | 32,878 | +7.2% | 0.06% | +16.4% |
| TSGTY | Buy | Tsingtao Brewery Company Ltd | $745,000 | +7.2% | 9,527 | +0.8% | 0.06% | +5.0% |
| RIO | Buy | Rio Tinto | $728,000 | -1.4% | 13,408 | +1.5% | 0.06% | -3.1% |
| UL | Buy | Unilever | $729,000 | +8.0% | 16,098 | +2.0% | 0.06% | +6.9% |
| CHEUY | Buy | Cheung Kong Ltd | $723,000 | +13.9% | 40,777 | +6.4% | 0.06% | +10.9% |
| KYOCY | New | Kyocera Ltd ADR | $719,000 | – | 15,102 | +100.0% | 0.06% | – |
| DPSGY | New | Deutsche Post AG ADS | $705,000 | – | 19,485 | +100.0% | 0.06% | – |
| TEF | New | Telef | $704,000 | – | 41,009 | +100.0% | 0.06% | – |
| BRKB | Buy | Berkshire Hathaway B | $690,000 | +4.5% | 5,451 | +3.1% | 0.06% | +1.8% |
| AAGIY | New | AIA Group Ltd-Sp ADR | $676,000 | – | 33,647 | +100.0% | 0.06% | – |
| MON | New | Monsanto | $678,000 | – | 5,437 | +100.0% | 0.06% | – |
| FLO | New | Flowers Foods Inc. | $670,000 | – | 31,780 | +100.0% | 0.06% | – |
| TKOMY | Buy | Tokio Marine Hldgs | $660,000 | +11.1% | 19,981 | +1.4% | 0.06% | +9.8% |
| DANOY | New | Danone | $661,000 | – | 44,249 | +100.0% | 0.06% | – |
| BTTGY | New | BT Group | $634,000 | – | 9,667 | +100.0% | 0.05% | – |
| JAZZ | New | Jazz Pharmaceuticals Plc | $623,000 | – | 4,241 | +100.0% | 0.05% | – |
| MAS | Buy | Masco Corp | $616,000 | +0.5% | 27,760 | +0.5% | 0.05% | -1.9% |
| AGU | Buy | Agrium | $621,000 | -2.2% | 6,780 | +4.1% | 0.05% | -5.5% |
| MNST | Buy | Monster Beverage | $593,000 | +3.0% | 8,345 | +0.5% | 0.05% | 0.0% |
| EEQ | Buy | Enbridge Energy Mgmt | $594,000 | +29.7% | 16,851 | +1.9% | 0.05% | +28.2% |
| DSX | New | Diana Shipping | $580,000 | – | 53,291 | +100.0% | 0.05% | – |
| MUFG | Buy | Mitsubishi UFJ Financial Group | $570,000 | +14.5% | 92,704 | +3.1% | 0.05% | +11.6% |
| CS | Buy | Credit Suisse Group Agspn ADR | $552,000 | -12.2% | 19,444 | +0.0% | 0.05% | -13.0% |
| FSP | Buy | Franklin Street Properties | $547,000 | +1.1% | 43,505 | +1.4% | 0.05% | -2.1% |
| MMC | Buy | Marsh & McLennan | $545,000 | +8.3% | 10,516 | +3.0% | 0.05% | +7.0% |
| BRDCY | Buy | Bridgestone | $535,000 | +0.8% | 30,565 | +2.3% | 0.04% | -2.2% |
| ADP | Buy | Automatic Data Processing | $527,000 | +8.0% | 6,645 | +5.3% | 0.04% | +7.1% |
| AEP | Buy | American Electric Power | $493,000 | +12.6% | 8,844 | +2.3% | 0.04% | +10.5% |
| KMR | Buy | Kinder Morgan Mgmt | $480,000 | +12.1% | 6,084 | +1.9% | 0.04% | +10.8% |
| New | Aggreko PLC | $491,000 | – | 17,399 | +100.0% | 0.04% | – | |
| REGN | Buy | Regeneron Pharmaceuticals | $474,000 | -5.8% | 1,678 | +0.3% | 0.04% | -7.0% |
| D | Buy | Dominion Resources | $469,000 | +3.3% | 6,554 | +2.5% | 0.04% | +2.6% |
| DCP | Buy | DCP Midstream Partners LP | $478,000 | +60.4% | 8,380 | +41.1% | 0.04% | +53.8% |
| CBS | New | CBS Corp | $475,000 | – | 7,640 | +100.0% | 0.04% | – |
| TFM | Buy | The Fresh Market | $462,000 | +20.3% | 13,815 | +20.8% | 0.04% | +18.2% |
| MCK | New | Mckesson Corp | $465,000 | – | 2,498 | +100.0% | 0.04% | – |
| LZB | Buy | La-Z-Boy | $444,000 | -14.1% | 19,175 | +0.6% | 0.04% | -15.6% |
| DLTR | Buy | Dollar Tree | $440,000 | +5.0% | 8,080 | +0.6% | 0.04% | +2.8% |
| LOW | Buy | Lowes | $439,000 | -0.5% | 9,157 | +1.6% | 0.04% | -2.6% |
| AMT | Buy | American Tower | $425,000 | +28.8% | 4,719 | +17.2% | 0.04% | +28.6% |
| MR | Buy | Mindray Medical | $430,000 | +0.2% | 13,663 | +3.1% | 0.04% | -2.7% |
| AOL | Buy | AOL | $413,000 | -3.1% | 10,369 | +6.4% | 0.04% | -5.4% |
| ADI | Buy | Analog Devices | $416,000 | +2.0% | 7,685 | +0.0% | 0.04% | 0.0% |
| CBS | New | CBS Corpcall | $373,000 | – | 6,000 | +100.0% | 0.03% | – |
| GM | New | General Motorscall | $363,000 | – | 10,000 | +100.0% | 0.03% | – |
| HAL | Buy | Halliburton | $358,000 | +25.6% | 5,037 | +4.3% | 0.03% | +20.0% |
| DKS | Buy | Dick's Sporting Goods | $342,000 | -12.3% | 7,349 | +2.9% | 0.03% | -14.7% |
| BK | Buy | Bank New York Mellon | $336,000 | +24.9% | 8,969 | +17.8% | 0.03% | +21.7% |
| PAGP | Buy | Plains GP Hldgs LP | $304,000 | +32.8% | 9,500 | +15.9% | 0.03% | +30.0% |
| TWTR | New | Twittercall | $287,000 | – | 7,000 | +100.0% | 0.02% | – |
| DYAI | Buy | Dyadic International | $269,000 | +60.1% | 150,000 | +33.3% | 0.02% | +64.3% |
| SXL | Buy | Sunoco Logistics Partners | $271,000 | +3.4% | 5,760 | +100.0% | 0.02% | 0.0% |
| GNCIQ | Buy | GNC Holdings | $244,000 | -22.3% | 7,170 | +0.6% | 0.02% | -22.2% |
| CMA | Buy | Comerica | $243,000 | +10.0% | 4,835 | +13.2% | 0.02% | +10.5% |
| APA | New | Apache | $250,000 | – | 2,483 | +100.0% | 0.02% | – |
| PCP | Buy | Precision Castparts | $252,000 | +3.3% | 997 | +3.5% | 0.02% | 0.0% |
| GPC | Buy | Genuine Parts | $231,000 | +10.0% | 2,630 | +8.6% | 0.02% | +11.1% |
| STZ | New | Constellation Brandsinc Cl A | $240,000 | – | 2,720 | +100.0% | 0.02% | – |
| HME | Buy | Home Properties | $229,000 | +10.6% | 3,579 | +4.0% | 0.02% | +5.6% |
| GG | New | Goldcorp | $216,000 | – | 7,750 | +100.0% | 0.02% | – |
| PH | New | Parker Hannifin | $207,000 | – | 1,650 | +100.0% | 0.02% | – |
| ORCL | New | Oracleput | $162,000 | – | 4,000 | +100.0% | 0.01% | – |
| CAT | New | Caterpillarput | $163,000 | – | 1,500 | +100.0% | 0.01% | – |
| NVAX | Buy | Novavax | $69,000 | +53.3% | 15,000 | +50.0% | 0.01% | +50.0% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- CAMBIAR INVESTORS LLC #3
- NEUBERGER BERMAN LLC #9
- PINNACLE ASSOCIATES LTD #10
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 6 | Q3 2014 | 4.2% |
| GENERAL ELECTRIC CO COM | 6 | Q3 2014 | 3.2% |
| INTERNATIONAL BUSINESS MACHS C | 6 | Q3 2014 | 3.3% |
| JP MORGAN CHASE & COMPANY | 6 | Q3 2014 | 2.6% |
| WELLS FARGO & CO NEW COM | 6 | Q3 2014 | 1.9% |
| QUALCOMM INC COM | 6 | Q3 2014 | 1.9% |
| MICROSOFT CORP | 6 | Q3 2014 | 1.8% |
| CHEVRON CORP NEW COM | 6 | Q3 2014 | 2.1% |
| UNITED TECHNOLOGIES CORP | 6 | Q3 2014 | 1.8% |
| WALT DISNEY | 6 | Q3 2014 | 1.9% |
View Banyan Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2014-11-14 |
| 13F-HR | 2014-08-08 |
| 13F-HR | 2014-05-13 |
| 13F-HR | 2014-02-12 |
| 13F-HR | 2013-11-04 |
| 13F-HR | 2013-08-15 |
| 13F-HR | 2013-05-06 |
| 13F-HR | 2013-01-29 |
| 13F-HR | 2012-10-25 |
| 13F-HR | 2012-08-03 |
View Banyan Partners, 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.