Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MICROSOFT CORP | 4 | Q3 2023 | 17.2% |
UNION PAC CORP | 4 | Q3 2023 | 13.4% |
NV5 GLOBAL INC | 4 | Q3 2023 | 6.7% |
XPO INC | 4 | Q3 2023 | 9.1% |
SCHWAB CHARLES CORP | 4 | Q3 2023 | 3.2% |
ALPHABET INC | 4 | Q3 2023 | 2.6% |
MOODYS CORP | 4 | Q3 2023 | 2.1% |
DBX ETF TR | 4 | Q3 2023 | 2.1% |
UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 2.2% |
VISA INC | 4 | Q3 2023 | 1.9% |
View Cercano Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
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.