$92.5 Million is the total value of STRATEGIC CAPITAL ADVISERS, INC.'s 53 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO | $2,123,000 | +20.8% | 23,727 | 0.0% | 2.30% | +21.7% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $287,000 | +16.2% | 1,878 | 0.0% | 0.31% | +17.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2022 | 7.2% |
| APPLE INC | 19 | Q2 2022 | 4.1% |
| INTUITIVE SURGICAL INC | 19 | Q2 2022 | 3.3% |
| WASTE MGMT INC DEL | 19 | Q2 2022 | 3.4% |
| NIKE INC | 19 | Q2 2022 | 3.3% |
| HOME DEPOT INC | 19 | Q2 2022 | 3.3% |
| AMAZON COM INC | 19 | Q2 2022 | 3.4% |
| STRYKER CORPORATION | 19 | Q2 2022 | 3.2% |
| LILLY ELI & CO | 19 | Q2 2022 | 3.8% |
| MICROSOFT CORP | 19 | Q2 2022 | 3.7% |
View STRATEGIC CAPITAL ADVISERS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-29 |
| 13F-HR | 2021-07-30 |
| 13F-HR | 2021-04-28 |
| 13F-HR | 2021-01-27 |
| 13F-HR | 2020-11-10 |
| 13F-HR | 2020-08-06 |
| 13F-HR | 2020-05-12 |
View STRATEGIC CAPITAL ADVISERS, 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.