Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
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.