Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR DOW JONES INDL AVRG ETF | 9 | Q4 2019 | 23.3% |
SPDR SP 500 ETF TR | 9 | Q4 2019 | 17.4% |
DISNEY WALT CO | 8 | Q3 2019 | 11.9% |
GLAXOSMITHKLINE PLC | 8 | Q4 2019 | 11.0% |
BERKSHIRE HATHAWAY INC DEL | 7 | Q4 2019 | 9.4% |
SPDR SP MIDCAP 400 ETF TR | 6 | Q1 2019 | 10.1% |
ALPHABET INC | 6 | Q4 2019 | 9.2% |
SANOFI | 6 | Q3 2019 | 8.1% |
DIAGEO P L C | 5 | Q1 2019 | 6.5% |
VERIZON COMMUNICATIONS INC | 4 | Q4 2019 | 9.4% |
View Circle Road Advisors LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2020-08-13 |
13F-HR | 2020-05-14 |
13F-HR | 2020-02-13 |
13F-HR | 2019-11-14 |
13F-HR | 2019-08-07 |
13F-HR | 2019-05-15 |
13F-HR | 2019-02-14 |
13F-HR | 2018-11-14 |
13F-HR | 2018-08-14 |
13F-HR | 2018-05-15 |
View Circle Road Advisors LP'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.