$176 Million is the total value of Kinsight, LLC's 32 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SFBS | Buy | SERVISFIRST BANCSHARES INC | $788,000 | +1.4% | 21,356 | +0.0% | 0.45% | +6.7% |
| PFE | Buy | PFIZER INC | $354,000 | +0.3% | 10,528 | +1.9% | 0.20% | +5.2% |
| MSFT | Buy | MICROSOFT CORP | $346,000 | +46.6% | 5,020 | +40.2% | 0.20% | +53.9% |
| INTC | Buy | INTEL CORP | $220,000 | -3.5% | 6,512 | +2.9% | 0.12% | +1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 17 | Q2 2017 | 48.4% |
| VANGUARD SCOTTSDALE FDS | 17 | Q2 2017 | 14.0% |
| VANGUARD TAX MANAGED INTL FD | 17 | Q2 2017 | 10.5% |
| VANGUARD INTL EQUITY INDEX F | 17 | Q2 2017 | 7.9% |
| VANGUARD INDEX FDS | 17 | Q2 2017 | 3.1% |
| PROASSURANCE CORP | 17 | Q2 2017 | 0.6% |
| EXXON MOBIL CORP | 17 | Q2 2017 | 0.5% |
| VULCAN MATLS CO | 17 | Q2 2017 | 0.5% |
| GENERAL ELECTRIC CO | 17 | Q2 2017 | 0.4% |
| JOHNSON & JOHNSON | 17 | Q2 2017 | 0.3% |
View Kinsight, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2017-07-24 |
| 13F-HR | 2017-05-05 |
| 13F-HR | 2017-01-31 |
| 13F-HR | 2016-11-01 |
| 13F-HR | 2016-08-09 |
| 13F-HR | 2016-05-12 |
| 13F-HR | 2016-02-08 |
| 13F-HR | 2015-11-06 |
| 13F-HR | 2015-08-11 |
| 13F-HR | 2015-05-01 |
View Kinsight, 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.