$27.9 Million is the total value of Wilson, Kemp & Associates, Inc.'s 54 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | Buy | J.P. Morgan Chase & Co. | $535,000 | -2.9% | 9,282 | +2.2% | 1.92% | +34.0% |
| CVX | Buy | Chevron Corporation | $452,000 | +17.4% | 3,462 | +7.0% | 1.62% | +62.2% |
| AAPL | Buy | Apple Computer Inc. | $377,000 | +21.2% | 4,060 | +600.0% | 1.35% | +67.5% |
| TGT | Buy | Target Corporation | $371,000 | +27.9% | 6,400 | +33.3% | 1.33% | +76.8% |
| MMC | New | Marsh & McLennan Companies | $207,000 | – | 4,000 | +100.0% | 0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-07-21
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.