$126 Million is the total value of Boulegeris Investments, Inc.'s 45 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $354,000 | +8.9% | 2,355 | 0.0% | 0.28% | +6.4% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $226,000 | +9.2% | 1 | 0.0% | 0.18% | +6.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MONMOUTH REAL ESTATE INVT CO | 16 | Q2 2018 | 22.1% |
| U M H PROPERTIES INC | 16 | Q2 2018 | 17.0% |
| JOHNSON & JOHNSON | 16 | Q2 2018 | 9.2% |
| PEPSICO INC | 16 | Q2 2018 | 6.9% |
| APPLE INC | 16 | Q2 2018 | 9.3% |
| HOME DEPOT INC | 16 | Q2 2018 | 5.9% |
| NATIONAL RETAIL PPTYS INC | 16 | Q2 2018 | 5.5% |
| TORTOISE ENERGY INFRSTRCTR C | 16 | Q2 2018 | 4.7% |
| DISNEY WALT CO | 16 | Q2 2018 | 3.6% |
| PPG INDS INC | 16 | Q2 2018 | 5.5% |
View Boulegeris Investments, Inc.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UMH PROPERTIES, INC.Sold out | January 31, 2019 | 0 | 0.0% |
View Boulegeris Investments, Inc.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-10-25 |
| 13F-HR | 2019-07-16 |
| 13F-HR | 2019-04-17 |
| SC 13G/A | 2019-01-31 |
| 13F-HR | 2019-01-09 |
| 13F-HR | 2018-10-15 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-13 |
| SC 13G/A | 2018-01-11 |
View Boulegeris Investments, Inc.'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.