Carnegie Capital Asset Management was founded in 1974 as an investment management firm. The firm operates exclusively on fee, meaning it doesn’t accept commissions for investments. According to its most recent SEC 13F filing on October 10, 2014, its primary stock holdings are Exxon Mobil Corporation (NYSE:XOM), Apple Inc. (NASDAQ:AAPL), and Johnson & Johnson (NYSE:JNJ).…
Anadarko Petroleum Corporation (APC), Exxon Mobil Corporation (XOM), Johnson & Johnson (JNJ): Top Stock Holdings of Woodstock Corp
Woodstock Corp has a current portfolio value of $519 million with Anadarko Petroleum Corporation (NYSE:APC), Exxon Mobil Corporation (NYSE:XOM), Johnson & Johnson (NYSE:JNJ) being its top three stock holdings, as per its recent SEC 13F filing on October 6, 2014. Woodstock Corp was founded in 1929 in Boston, Massachusetts and its top 10 stock holdings…
Softbank Corp (USA) (SFTBF), Pain Therapeutics, Inc. (PTIE), Liberty Global plc – Class C Ordinary Shares (LBTYK): Top Stock Holdings of Madison Street Partners
Madison Street Partners was founded in the year 2004 with its primary focus to invest in undervalued and overlooked firms in the market. It has a 13F portfolio value of $160 million at the end of third quarter of 2014, according to its recent SEC 13F filing on October 6, 2014. Softbank Corp (USA) (OTCMKTS:SFTBF),…
Apple Inc (AAPL)’s CEO Receives letter From Icahn, Says Apple Shares Sell at Half-Price
Icahn Capital LP’s owner and billionaire investor Carl Icahn wrote a letter to Apple Inc (NASDAQ:AAPL)’s CEO saying that the shares of the company are undervalued and are selling at half of their justified price. In his letter to Tim Cook, Apple CEO, Icahn appreciated the management for their recent product success and increasing gross…
Gilead Sciences, Inc. (GILD), Apple Inc. (AAPL), Johnson & Johnson (JNJ): Favorite Picks Of Stillwater Investment Management
Stillwater Investment Management has a 13F portfolio value of $141.99 million, as per its recent SEC 13F filing on October 6, 2014. Its top 10 holdings amount for 47.91% of its overall portfolio. Apple Inc. (NASDAQ:AAPL), Gilead Sciences, Inc. (NASDAQ:GILD), Johnson & Johnson (NYSE:JNJ) are among the top stock holdings of Stillwater Investment Management. With…
Pfizer Inc. (PFE), ConocoPhillips (COP), Merck & Co., Inc. (MRK): Top 3 Stock Holdings of Foundation Resource Management
Foundation Resource Management finds its roots back in 1992 in Little Rock and it has a current portfolio value of $765 million, as per its recent SEC 13F filing. The hedge fund has its largest investments in energy and healthcare industry. The top 10 holdings of Foundation Resource Management Inc constitute 51.25% of its overall…
Twitter Inc (TWTR), EverBank Financial Corp (EVER), Facebook Inc (FB): Largest Holdings in 13F Filing of Hamilton Lane Advisors
Hamilton Lane Advisors LLC was founded in 1991 and offers private markets investing solutions to its clients. As of the end of the third quarter of 2014, Hamilton Lane reported on SEC Form 13F securities with an aggregate value of $307 million, which are managed on behalf of individual client accounts and funds. Twitter Inc…
Apple Inc. (AAPL), Bank of America Corp (BAC), Johnson & Johnson (JNJ): Top 3 Stock Holdings of Needelman Asset Management Inc
Chet Needelman founded the Needelman Asset Management Inc in 2002 and it has a current portfolio value of $31.18 million, according to their recent SEC 13F filing. Healthcare and finance are the major investment areas of the fund and its primary stock holdings include Apple Inc. (NASDAQ:AAPL), Bank of America Corp (NYSE:BAC), Johnson & Johnson…
Apple Inc. (AAPL), AT&T Inc. (T), Tortoise Energy Infrastructure Corp. (TYG): Top 3 Stock Holdings of LVM Capital Management Ltd
Craig Vendor Molen and Russ Leonard established LVM Capital Management Ltd in 1998 and it became a full-fledged wealth management firm in 2001. The fund has a 13F portfolio value of $304 million, as per its recent SEC 13F filing, with its top 10 holdings forming 38.71% of its overall portfolio. Apple Inc. (NASDAQ:AAPL), Tortoise…
AbbVie Inc (ABBV), Gilead Sciences, Inc. (GILD), Ecolab Inc. (ECL): Top 3 Stock Holdings of Swarthmore Group Inc CIK
Swarthmore Group Inc CIK has 13F portfolio worths $1.07 billion, as per its recent SEC 13F filing, and its top 10 holdings account for 46.87% of its net portfolio. Ms. Paula Mandle is the CEO of the Swarthmore Group, Inc and it was founded in 1991 James E. Nevels. AbbVie Inc (NYSE:ABBV), Gilead Sciences, Inc. (NASDAQ:GILD),…