IC

InterOcean Capital, LLC

13F
InterOcean Capital, LLC
Last update 2020-08-18 189 Stocks (27 new)
Value $1.30 Bil Turnover 5 %
Countries:
Top Holdings: SPY(9.90%)AAPL(5.38%)XLK(4.85%)MSFT(4.03%)AMZN(3.51%)
Summary Stock Picks Current Portfolio
InterOcean Capital, LLC Top Holdings of 2020-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
417,787
128,829.0
+4.00%
9.900
+0.38%
0.050
+19.57%
+7.72%
643,289.7
 
AAPL
Apple Inc
767,012
69,951.0
-4.39%
5.380
-0.20%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
XLK
Technology Select Sector SPDR ETF
603,832
63,094.0
+2.46%
4.850
+0.12%
0.200
+35.50%
+12.58%
82,351.5
 
MSFT
Microsoft Corp
257,849
52,475.0
-14.19%
4.030
-0.61%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
331,480
45,725.0
-2.17%
3.510
-0.07%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
GOOG
Alphabet Inc
636,400
44,981.0
-3.47%
3.460
-0.12%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
WMT
Walmart Inc
1,100,196
43,927.0
-2.44%
3.380
-0.10%
0.010
+2.21%
+5.75%
758,538.7
Retail - Defensive
XLV
Health Care Select Sector SPDR
437,667
43,797.0
+11.44%
3.370
+0.35%
0.160
-2.23%
-3.34%
33,140.0
 
BRK.B
Berkshire Hathaway Inc
214,546
38,299.0
+2.25%
2.940
+0.06%
0.010
-8.57%
+4.53%
1,022,296.6
Insurance
DIS
The Walt Disney Co
301,209
33,588.0
+1.01%
2.580
+0.03%
0.020
+43.78%
+9.51%
218,282.4
Media - Diversified

InterOcean Capital, LLC's Historical Top Holdings Breakdowns

InterOcean Capital, LLC Total Holding History ($B)

To

InterOcean Capital, LLC's Asset Allocation

To

InterOcean Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

InterOcean Capital, LLC's Hypothetical Growth since 2020-06-30

InterOcean Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

InterOcean Capital, LLC's Holdings Heat Map

Size field:

InterOcean Capital, LLC's Holdings Bubble Chart

InterOcean Capital, LLC News

  • 1

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