| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 7.2% |
| MICROSOFT CORP | 11 | Q2 2024 | 6.4% |
| CHEVRON CORP NEW | 11 | Q2 2024 | 5.8% |
| ALPHABET INC | 11 | Q2 2024 | 4.5% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 4.6% |
| WALMART INC | 11 | Q2 2024 | 3.9% |
| JPMORGAN CHASE &CO | 11 | Q2 2024 | 4.5% |
| JOHNSON &JOHNSON | 11 | Q2 2024 | 3.8% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 3.7% |
| HOME DEPOT INC | 11 | Q2 2024 | 3.6% |
View Stonegate Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX/A | 2024-08-21 |
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-28 |
View Stonegate Investment Group, 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.