$117 Million is the total value of Stumpf Capital Management LLC's 12 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MO | Exit | ALTRIA GROUP INC | $0 | – | -4,000 | -100.0% | -0.24% | – |
| M | Exit | MACYS INC | $0 | – | -20,550 | -100.0% | -0.60% | – |
| AAPL | Exit | APPLE INC | $0 | – | -460 | -100.0% | -3.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WELLS FARGO CO NEW | 12 | Q3 2020 | 69.2% |
| Chevron Corporation | 12 | Q3 2020 | 32.4% |
| AT&T INC | 12 | Q3 2020 | 16.2% |
| GLAXOSMITHKLINE PLC | 12 | Q3 2020 | 3.5% |
| VODAFONE GROUP PLC NEW | 12 | Q3 2020 | 3.1% |
| ALTRIA GROUP INC | 11 | Q3 2020 | 1.4% |
| FORD MTR CO DEL | 11 | Q3 2020 | 0.5% |
| TARGET CORP | 9 | Q4 2019 | 2.3% |
| VERIZON COMMUNICATIONS INC | 9 | Q4 2019 | 2.0% |
| PHILIP MORRIS INTL INC | 9 | Q3 2020 | 0.4% |
View Stumpf Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-16 |
| 13F-HR | 2020-08-14 |
| 13F-HR | 2020-05-15 |
| 13F-HR | 2020-02-06 |
| 13F-HR | 2019-11-14 |
| 13F-HR | 2019-08-14 |
| 13F-HR | 2019-05-15 |
| 13F-HR | 2019-02-20 |
| 13F-HR | 2018-12-06 |
| 13F-HR | 2018-08-20 |
View Stumpf Capital 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.