$114 Million is the total value of Longer Investments Inc.'s 39 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CWI | Exit | SPDR MSCI ACWI ex-US ETF | $0 | – | -8,000 | -100.0% | -0.21% | – |
| LKQ | Exit | LKQ Corp. | $0 | – | -51,885 | -100.0% | -1.01% | – |
| BABA | Exit | Alibaba Group Holding Ltd | $0 | – | -16,565 | -100.0% | -1.05% | – |
| ORCL | Exit | Oracle Corp. | $0 | – | -39,440 | -100.0% | -1.30% | – |
| CLX | Exit | Clorox Corporation | $0 | – | -15,725 | -100.0% | -1.32% | – |
| GILD | Exit | Gilead Sciences Inc. | $0 | – | -31,185 | -100.0% | -2.33% | – |
| GLD | Exit | SPDR Gold Sharesetf | $0 | – | -28,965 | -100.0% | -2.51% | – |
| XLE | Exit | Energy Select Sector SPDR | $0 | – | -58,115 | -100.0% | -3.44% | – |
| SPY | Exit | Standard & Poors Depository Re | $0 | – | -46,675 | -100.0% | -7.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares iBoxx Investment Grade | 24 | Q1 2019 | 16.9% |
| iShares Dow Jones Select Divid | 24 | Q1 2019 | 10.7% |
| Procter & Gamble Co. | 24 | Q1 2019 | 3.1% |
| Cisco Systems, Inc. | 24 | Q1 2019 | 3.3% |
| Intel Corp. | 24 | Q1 2019 | 2.6% |
| Wal-Mart Stores Inc. | 24 | Q1 2019 | 2.8% |
| BlackRock Build America Bond T | 23 | Q1 2019 | 5.4% |
| Microsoft Corp. | 23 | Q1 2019 | 2.6% |
| Apple Inc. | 22 | Q1 2019 | 3.2% |
| A T & T | 22 | Q1 2019 | 2.6% |
View Longer Investments Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-04-22 |
| 13F-HR | 2019-01-22 |
| 13F-HR | 2018-10-18 |
| 13F-HR | 2018-07-17 |
| 13F-HR | 2018-04-24 |
| 13F-HR | 2018-01-24 |
| 13F-HR | 2017-10-24 |
| 13F-HR | 2017-07-19 |
| 13F-HR | 2017-04-11 |
| 13F-HR | 2017-01-18 |
View Longer Investments 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.