$87.1 Thousand is the total value of Linker Capital Management Inc.'s 39 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
Buy | Vanguard Index 500 Fund (Admr)etf | $17,811 | -99.9% | 50,298 | +0.5% | 20.44% | -0.4% | |
Buy | Vanguard Extd Mkt Index Fundetf | $520 | -99.9% | 5,154 | +0.5% | 0.60% | -2.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Index 500 Fund (Admr) | 7 | Q2 2023 | 21.6% |
S-P 500 ETF Trust (SPDR) | 7 | Q2 2023 | 13.0% |
S-P Midcap 400 ETF Tr (SPDR) | 7 | Q2 2023 | 10.9% |
Apple Inc Com | 7 | Q2 2023 | 8.4% |
AFLAC, Inc. | 7 | Q2 2023 | 5.5% |
Fiserv, Inc. | 7 | Q2 2023 | 4.5% |
Accenture Plc Ireland | 7 | Q2 2023 | 4.4% |
Dow Jones Ind ETF Trust (SPDR) | 7 | Q2 2023 | 3.8% |
Berkshire Hathaway Inc Del Conv Cl A Com | 7 | Q2 2023 | 3.2% |
IShares Russell 2000 Index Fd | 7 | Q2 2023 | 2.2% |
View Linker Capital Management Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-08-14 |
13F-HR | 2023-05-04 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-02 |
13F-HR/A | 2022-08-03 |
13F-HR | 2022-08-01 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-21 |
View Linker Capital Management Inc.'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.