| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 15 | Q2 2024 | 26.2% |
| Vanguard Value ETF | 15 | Q2 2024 | 7.5% |
| LILLY ELI & CO | 15 | Q2 2024 | 9.6% |
| APPLE INC | 15 | Q2 2024 | 5.5% |
| Microsoft Corporation | 15 | Q2 2024 | 4.3% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 3.3% |
| APPLIED MATLS INC | 15 | Q2 2024 | 2.9% |
| MERCK & CO INC | 15 | Q2 2024 | 2.4% |
| Alphabet Inc. Class A | 15 | Q2 2024 | 2.5% |
| TRAVELERS COMPANIES INC | 15 | Q2 2024 | 2.3% |
View Systematic Alpha Investments, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-18 |
| 13F-HR | 2022-05-10 |
View Systematic Alpha Investments, 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.