| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 12.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 3.4% |
| LILLY ELI & CO | 8 | Q3 2023 | 3.3% |
| GENERAL ELECTRIC CO | 8 | Q3 2023 | 2.4% |
| AMAZON COM INC | 8 | Q3 2023 | 3.0% |
| NEXTERA ENERGY INC | 8 | Q3 2023 | 2.5% |
| MDU RES GROUP INC | 8 | Q3 2023 | 2.5% |
| BRISTOL-MYERS SQUIBB CO | 8 | Q3 2023 | 2.5% |
| PFIZER INC | 8 | Q3 2023 | 2.4% |
| VERIZON COMMUNICATIONS INC | 8 | Q3 2023 | 2.3% |
View Cladis Investment Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-18 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-05-10 |
View Cladis Investment Advisory, 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.