| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2008 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| S&P 500 Spiders | 26 | Q2 2024 | 54.7% |
| Dow Diamonds - SPDR Dow Jones | 26 | Q2 2024 | 25.8% |
| Vanguard Growth Vipers | 26 | Q2 2024 | 12.8% |
| Microsoft Corp | 26 | Q2 2024 | 5.3% |
| Exxon Mobil Corp. | 26 | Q2 2024 | 2.9% |
| Chevron Texaco Corporation | 26 | Q2 2024 | 0.7% |
| Nestle SA ADR | 26 | Q2 2024 | 0.7% |
| Vanguard Dividend Appreciation | 25 | Q2 2024 | 10.9% |
| Financial Select Sector | 24 | Q2 2024 | 5.8% |
| J.P. Morgan Chase | 23 | Q2 2024 | 4.5% |
View Select Asset Management & Trust's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
View Select Asset Management & Trust'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.