$52.1 Million is the total value of Wilson, Kemp & Associates, Inc.'s 62 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
YUM | New | YUM! Brands Inc. | $937,000 | – | 12,391 | +100.0% | 1.80% | – |
AAPL | New | Apple Computer Inc. | $396,000 | – | 705 | +100.0% | 0.76% | – |
TRV | New | Travelers Inc. | $290,000 | – | 3,200 | +100.0% | 0.56% | – |
CAT | New | Caterpillar Tractor Company | $241,000 | – | 2,650 | +100.0% | 0.46% | – |
LLY | New | Lilly, Eli & Company | $224,000 | – | 4,400 | +100.0% | 0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-27
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Pepsico, Incorporated | 6 | Q3 2014 | 14.6% |
Wal-Mart Stores | 6 | Q3 2014 | 6.4% |
Pfizer Incorporated | 6 | Q3 2014 | 6.8% |
International Business Machine | 6 | Q3 2014 | 6.5% |
Disney (Walt) Company | 6 | Q3 2014 | 6.0% |
Johnson & Johnson | 6 | Q3 2014 | 4.8% |
Exxon Mobil Corporation | 6 | Q3 2014 | 5.9% |
General Electric Company | 6 | Q3 2014 | 4.3% |
Merck & Company | 6 | Q3 2014 | 3.9% |
Intel Corporation | 6 | Q3 2014 | 3.2% |
View Wilson, Kemp & Associates, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2014-10-20 |
13F-HR | 2014-07-21 |
13F-HR | 2014-04-25 |
13F-HR | 2014-01-27 |
13F-HR | 2013-10-21 |
13F-HR | 2013-08-02 |
13F-HR | 2013-04-22 |
13F-HR | 2013-01-30 |
13F-HR | 2012-10-31 |
13F-HR | 2012-08-10 |
View Wilson, Kemp & Associates, 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.