$107 Million is the total value of Independent Order of Foresters's 103 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRM | New | IRON MOUNTAIN INCreits | $1,856,000 | – | 50,900 | +100.0% | 1.73% | – |
| WPG | New | WP GLIMCHER INCreits | $310,000 | – | 18,673 | +100.0% | 0.29% | – |
| AXP | New | AMERICAN EXPRESS COMPANY | $289,000 | – | 3,700 | +100.0% | 0.27% | – |
| UE | New | URBAN EDGE PROPERTIESreits | $184,000 | – | 7,747 | +100.0% | 0.17% | – |
| LHO | New | LASALLE HOTEL PROPERTIESreits | $155,000 | – | 4,000 | +100.0% | 0.14% | – |
| Y | New | ALLEGHANY CORP | $146,000 | – | 300 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC. | 25 | Q2 2019 | 0.7% |
| WELLS FARGO & COMPANY | 25 | Q2 2019 | 0.7% |
| AFLAC INC | 25 | Q2 2019 | 0.7% |
| Microsoft Corporation | 25 | Q2 2019 | 0.7% |
| Intel Corporation | 25 | Q2 2019 | 0.8% |
| Valmont Industries Inc. | 23 | Q2 2019 | 0.5% |
| CHEVRON CORPORATION | 22 | Q3 2018 | 0.6% |
| WAL-MART STORES INC | 22 | Q3 2018 | 0.6% |
| NATIONAL OILWELL VARCO INC | 22 | Q2 2019 | 0.6% |
| Apache Corporation | 22 | Q2 2019 | 0.6% |
View Independent Order of Foresters's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Independent Order of Foresters'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.