$169 Million is the total value of Van Leeuwen & Company, LLC's 72 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GE | GENERAL ELECTRIC CO | $1,229,000 | +2.7% | 91,178 | 0.0% | 0.73% | -7.4% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $1,010,000 | +8.6% | 27,310 | 0.0% | 0.60% | -2.1% | |
| BA | BOEING CO | $734,000 | -5.8% | 3,060 | 0.0% | 0.44% | -14.9% | |
| PVH | PVH CORPORATION | $650,000 | +3.8% | 5,920 | 0.0% | 0.38% | -6.3% | |
| CVX | CHEVRON CORP NEW | $590,000 | +1.4% | 5,554 | 0.0% | 0.35% | -8.6% | |
| NSC | NORFOLK SOUTHN CORP | $561,000 | +0.2% | 2,084 | 0.0% | 0.33% | -9.8% | |
| BURL | BURLINGTON STORES INC | $300,000 | +9.1% | 920 | 0.0% | 0.18% | -1.7% | |
| JPM | JPMORGAN CHASE & CO | $212,000 | +3.4% | 1,348 | 0.0% | 0.13% | -6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-10
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ROSS STORES INC | 21 | Q3 2023 | 5.7% |
| APPLE INC | 21 | Q3 2023 | 6.3% |
| MICROSOFT CORP | 21 | Q3 2023 | 5.0% |
| BERKSHIRE HATHAWAY INC DEL | 21 | Q3 2023 | 5.1% |
| VISA INC CL A | 21 | Q3 2023 | 4.7% |
| TJX COS INC NEW | 21 | Q3 2023 | 3.2% |
| ISHARES TR | 21 | Q3 2023 | 4.9% |
| AMAZON.COM INC | 21 | Q3 2023 | 2.6% |
| ALPHABET INC | 21 | Q3 2023 | 4.4% |
| UNITEDHEALTH GROUP INC | 21 | Q3 2023 | 4.1% |
View Van Leeuwen & Company, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-07 |
| 13F-HR/A | 2024-02-06 |
| 13F-HR/A | 2024-02-06 |
| 13F-HR/A | 2024-02-06 |
| 13F-HR/A | 2024-02-06 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
View Van Leeuwen & Company, 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.