Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ROYAL DUTCH SHELL PLC SPON ADR B | 26 | Q3 2019 | 2.6% |
HOME DEPOT INC COM | 26 | Q3 2019 | 2.8% |
CHEVRON CORP NEW COM | 26 | Q3 2019 | 2.1% |
ISHARES TR LEHMAN SHORT TREA BDFD | 26 | Q3 2019 | 12.8% |
JPMORGAN CHASE & CO COM | 26 | Q3 2019 | 1.6% |
NOVARTIS A G SPONSORED ADR | 26 | Q3 2019 | 1.2% |
JOHNSON & JOHNSON COM | 26 | Q3 2019 | 1.2% |
MCDONALDS CORP COM | 26 | Q3 2019 | 1.5% |
MICROCHIP TECHNOLOGY INC COM | 26 | Q3 2019 | 1.1% |
VANGUARD SPECIALIZED PORTFOL | 26 | Q3 2019 | 1.2% |
View Shamrock Asset Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2019-11-13 |
13F-HR | 2019-08-09 |
13F-HR | 2019-05-01 |
13F-HR | 2019-02-08 |
13F-HR | 2018-10-23 |
13F-HR | 2018-07-10 |
13F-HR | 2018-05-29 |
13F-HR | 2018-01-22 |
13F-HR | 2017-11-09 |
13F-HR | 2017-08-14 |
View Shamrock Asset Management 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.