Filer statistics Q3 2023

Weighting 
FilerTop 20Top 10Top 5Top 3Top 1ValueHoldings
Wallington Asset Management, LLC65.6%42.6%26.5%17.4%7.1%$7,502,86782
Alcosta Capital Management, Inc.78.8%47.7%26.5%16.5%5.7%$406,19131
QV Investors Inc.66.3%43.7%26.5%18.1%7.0%$16,202,62765
Encompass Capital Advisors LLC70.6%43.7%26.5%17.7%7.8%$91,745,59046
Magnus Financial Group LLC57.8%42.3%26.5%18.1%8.8%$15,269,237264
GIRARD PARTNERS LTD.52.4%37.4%26.5%18.7%6.7%$9,861,832243
IPG Investment Advisors LLC62.2%40.2%26.6%18.4%6.3%$14,807,145155
White Pine Investment CO64.5%42.3%26.6%18.8%9.9%$4,300,62259
Spyglass Capital Management LLC85.5%49.5%26.6%16.5%5.9%$26,706,38525
CINCINNATI INSURANCE CO66.6%43.6%26.6%18.3%7.5%$41,303,70860
Ramsay, Stattman, Vela & Price, Inc.63.6%41.2%26.6%19.4%8.1%$3,041,80778
WENDELL DAVID ASSOCIATES INC60.3%40.5%26.6%17.3%6.2%$7,353,758156
Leeward Financial Partners, LLC63.3%44.1%26.6%17.0%6.2%$1,755,14776
Tuttle Capital Management, LLC71.8%44.7%26.6%17.7%7.2%$2,389,10765
GTS SECURITIES LLC53.1%38.8%26.6%19.3%7.9%$544,724,6523,884
FSB PREMIER WEALTH MANAGEMENT, INC.56.7%39.8%26.6%18.1%7.4%$3,511,547157
Court Place Advisors, LLC54.9%39.7%26.6%18.1%7.2%$2,537,844159
Baillie Gifford56.6%41.6%26.6%17.5%7.0%$2,175,932,205289
Purus Wealth Management, LLC60.1%41.2%26.6%19.3%8.3%$2,016,666114
Heartland Bank & Trust Co52.9%39.5%26.6%17.8%7.2%$1,279,775130
Statistics for filers

This page shows you the Q3 2023 statistics for the filers.

Top 5
The total weighting of the top 5 holdings.
Value
The total value of the reported holdings.
Holdings
The number of reported holdings.