| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 7 | Q2 2024 | 17.4% |
| UNION PAC CORP | 7 | Q2 2024 | 13.4% |
| XPO INC | 7 | Q2 2024 | 10.7% |
| NV5 GLOBAL INC | 7 | Q2 2024 | 6.7% |
| SCHWAB CHARLES CORP | 7 | Q2 2024 | 3.2% |
| ALPHABET INC | 7 | Q2 2024 | 2.6% |
| AMAZON COM INC | 7 | Q2 2024 | 3.4% |
| MOODYS CORP | 7 | Q2 2024 | 2.2% |
| UNITEDHEALTH GROUP INC | 7 | Q2 2024 | 2.2% |
| VISA INC | 7 | Q2 2024 | 2.0% |
View Cercano Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| SC 13G | 2023-02-13 |
| SC 13G | 2023-02-13 |
View Cercano Management 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.