HL

H. L. Ormond & Company, LLC

13F
H. L. Ormond & Company, LLC
Last update 2022-11-14 90 Stocks (5 new)
Value $62.00 Mil Turnover 12 %
Countries:
Top Holdings: MSFT(3.47%)PEP(2.87%)DEO(2.59%)GOOG(2.53%)FAST(2.48%)
Summary Stock Picks Current Portfolio
H. L. Ormond & Company, LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
9,282
2,162.0
+2.46%
3.470
+0.08%
0.000
+31.37%
+20.47%
3,759,529.3
Software
PEP
PepsiCo Inc
10,949
1,787.0
+2.34%
2.870
+0.07%
0.000
-5.29%
-10.25%
183,464.2
Beverages - Non-Alcoholic
DEO
Diageo PLC
9,509
1,614.0
+1.62%
2.590
+0.04%
0.000
-5.58%
-18.90%
56,336.4
Beverages - Alcoholic
GOOG
Alphabet Inc
16,409
1,578.0
+4.92%
2.530
+0.12%
0.000
+15.53%
-3.63%
2,214,529.6
Interactive Media
FAST
Fastenal Co
67,244
1,548.0
+0.26%
2.480
+0.01%
0.010
+11.14%
+26.92%
51,792.0
Industrial Distribution
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
iShares iBonds Dec 2030 Term Treasury ETF
65,392
1,282.0
+290.54%
2.060
+1.53%
1.630
+0.82%
+3.97%
447.2
 
WRB
WR Berkley Corp
28,827
1,241.0
+1.79%
1.990
+0.03%
0.010
-0.05%
+16.91%
25,712.7
Insurance
BRK.B
Berkshire Hathaway Inc
4,151
1,109.0
+15.21%
1.780
+0.23%
0.000
-10.99%
+3.72%
1,014,122.1
Insurance
HYBB
iShares BB Rated Corporate Bond ETF
25,725
1,107.0
+58.55%
1.770
+0.65%
0.340
+4.24%
+4.45%
213.7
 
ORCL
Oracle Corp
17,413
1,063.0
+3.07%
1.700
+0.05%
0.000
+75.79%
+42.15%
659,963.4
Software

H. L. Ormond & Company, LLC's Historical Top Holdings Breakdowns

H. L. Ormond & Company, LLC Total Holding History ($B)

To

H. L. Ormond & Company, LLC's Asset Allocation

To

H. L. Ormond & Company, LLC Past Portfolios

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

Top Ranked Articles

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H. L. Ormond & Company, LLC's Hypothetical Growth since 2022-09-30

H. L. Ormond & Company, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

H. L. Ormond & Company, LLC's Holdings Heat Map

Size field:

H. L. Ormond & Company, LLC's Holdings Bubble Chart

H. L. Ormond & Company, LLC News

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