| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CALL: APPLE JAN 165 EXP 1/18/19 | 44 | Q2 2024 | 9.7% |
| DONALDSON INCORPORATED | 44 | Q2 2024 | 0.9% |
| PROCTER & GAMBLE COMPANY | 43 | Q2 2024 | 17.7% |
| META PLATFORMS INCORPORATED CLASS A | 43 | Q2 2024 | 3.7% |
| MICROSOFT CORPORATION | 43 | Q2 2024 | 3.5% |
| EXXON MOBIL CORPORATION COM | 43 | Q2 2024 | 2.4% |
| CHEVRON CORPORATION NEW | 43 | Q2 2024 | 4.7% |
| NIKE INCORPORATED CLASS B | 43 | Q2 2024 | 1.2% |
| US BANCORP DEL COM NEW | 43 | Q2 2024 | 1.1% |
| SYSCO CORPORATION | 43 | Q2 2024 | 1.4% |
View Formidable Asset Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Flux Power Holdings, Inc. | October 31, 2023 | 3,274,325 | 20.3% |
| REGIONAL HEALTH PROPERTIES, INC | January 23, 2018 | 805,166 | 4.0% |
| ADCARE HEALTH SYSTEMS, INC | February 07, 2017 | 1,352,866 | 6.8% |
View Formidable Asset Management, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-09 |
| SC 13D | 2023-10-31 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-09 |
| SC 13G/A | 2023-05-08 |
| SC 13G/A | 2023-05-04 |
View Formidable 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.