$38.8 Million is the total value of NEEDELMAN ASSET MANAGEMENT INC's 37 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $1,302,000 | +9.5% | 26,782 | 0.0% | 3.35% | +5.3% | |
| CVX | CHEVRON CORP NEW | $1,012,000 | -2.8% | 9,700 | 0.0% | 2.60% | -6.5% | |
| CMG | CHIPOTLE MEXICAN GRILL | $841,000 | -6.6% | 2,020 | 0.0% | 2.16% | -10.1% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $819,000 | +2.5% | 14,700 | 0.0% | 2.11% | -1.4% | |
| YUMC | YUM CHINA HLDGS INC COM | $450,000 | +45.2% | 11,400 | 0.0% | 1.16% | +39.8% | |
| IBM | INTERNATIONAL BUSINESS MACHINE | $269,000 | -11.5% | 1,746 | 0.0% | 0.69% | -14.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 21 | Q2 2018 | 4.8% |
| BANK OF AMERICA CORP | 21 | Q2 2018 | 4.5% |
| HONEYWELL INTERNATIONAL INC | 21 | Q2 2018 | 4.0% |
| JOHNSON& JOHNSON | 21 | Q2 2018 | 4.0% |
| JPMORGAN CHASE& CO | 21 | Q2 2018 | 4.0% |
| BERKSHIRE HATHAWAY INC CLASS B | 21 | Q2 2018 | 3.8% |
| INTEL CORPORATION | 21 | Q2 2018 | 3.9% |
| PFIZER INC | 21 | Q2 2018 | 3.5% |
| AON PLC CLASS A | 21 | Q2 2018 | 3.3% |
| APPLE INC | 21 | Q2 2018 | 5.0% |
View NEEDELMAN ASSET MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-11-15 |
| 13F-HR | 2018-07-10 |
| 13F-HR | 2018-04-05 |
| 13F-HR | 2018-01-04 |
| 13F-HR | 2017-10-05 |
| 13F-HR | 2017-07-07 |
| 13F-HR | 2017-04-14 |
| 13F-HR | 2017-01-06 |
| 13F-HR | 2016-10-13 |
| 13F-HR | 2016-07-05 |
View NEEDELMAN ASSET 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.