$108 Million is the total value of Bradley Mark J.'s 90 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UBER | UBER TECHNOLOGIES INC | $1,723,000 | +29.5% | 64,995 | 0.0% | 1.60% | +32.5% | |
KMX | CARMAX INC | $1,487,000 | -27.0% | 22,522 | 0.0% | 1.38% | -25.4% | |
VIG | VANGUARD DIVIDEND APPRECIATION ETFequity funds - etf | $411,000 | -5.7% | 3,040 | 0.0% | 0.38% | -3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 11 | Q2 2023 | 5.6% |
LILLY ELI & CO COM | 11 | Q2 2023 | 5.7% |
MASTERCARD INCORPORATED | 11 | Q2 2023 | 4.6% |
PROCTER & GAMBLE CO COM | 11 | Q2 2023 | 4.8% |
JOHNSON & JOHNSON COM | 11 | Q2 2023 | 4.7% |
DEXCOM INC | 11 | Q2 2023 | 4.6% |
MICROSOFT CORP COM | 11 | Q2 2023 | 4.1% |
ALPHABET INC C | 11 | Q2 2023 | 3.6% |
STRYKER CORP | 11 | Q2 2023 | 4.0% |
ROCKWELL AUTOMATION | 11 | Q2 2023 | 3.6% |
View Bradley Mark J.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-07 |
13F-HR/A | 2023-06-09 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-15 |
13F-HR | 2022-07-15 |
13F-HR | 2022-05-12 |
13F-HR | 2022-03-07 |
13F-HR | 2021-11-08 |
13F-HR | 2021-07-22 |
View Bradley Mark J.'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.