$136 Million is the total value of Connolly Sarah T.'s 94 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVX | New | Chevron Corp New Com | $1,097,000 | – | 7,636 | +100.0% | 0.80% | – |
| XLB | New | Materials Select Sector SPDR Fund | $937,000 | – | 13,775 | +100.0% | 0.69% | – |
| WMT | New | Walmart Inc | $808,000 | – | 6,230 | +100.0% | 0.59% | – |
| XLU | New | Utilities Select Sector SPDR ETF | $733,000 | – | 11,189 | +100.0% | 0.54% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corporation | 12 | Q3 2023 | 7.4% |
| APPLE INC COM | 12 | Q3 2023 | 6.4% |
| THERMO FISHER SCIENTIFIC INC COM | 12 | Q3 2023 | 4.4% |
| PEPSICO INC COM | 12 | Q3 2023 | 3.4% |
| AMAZON.COM INC | 12 | Q3 2023 | 3.4% |
| PROCTER & GAMBLE CO COM | 12 | Q3 2023 | 3.1% |
| COCA COLA CO COM | 12 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON COM | 12 | Q3 2023 | 3.2% |
| STRYKER CORP COM | 12 | Q3 2023 | 2.4% |
| Alphabet Inc Cl A | 12 | Q3 2023 | 2.3% |
View Connolly Sarah T.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
| 13F-HR | 2021-10-26 |
View Connolly Sarah T.'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.