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
+39.34%
+18.54%
3,699,325.7
Software
PEP
PepsiCo Inc
10,949
1,787.0
+2.34%
2.870
+0.07%
0.000
-5.07%
-9.82%
184,341.6
Beverages - Non-Alcoholic
DEO
Diageo PLC
9,509
1,614.0
+1.62%
2.590
+0.04%
0.000
+1.13%
-17.81%
57,651.2
Beverages - Alcoholic
GOOG
Alphabet Inc
16,409
1,578.0
+4.92%
2.530
+0.12%
0.000
+19.12%
-6.54%
2,149,506.1
Interactive Media
FAST
Fastenal Co
67,244
1,548.0
+0.26%
2.480
+0.01%
0.010
+18.34%
+19.44%
48,723.3
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
+0.57%
+4.29%
438.8
 
WRB
WR Berkley Corp
28,827
1,241.0
+1.79%
1.990
+0.03%
0.010
+10.95%
+22.03%
26,839.4
Insurance
BRK.B
Berkshire Hathaway Inc
4,151
1,109.0
+15.21%
1.780
+0.23%
0.000
-2.52%
+5.46%
1,030,928.8
Insurance
HYBB
iShares BB Rated Corporate Bond ETF
25,725
1,107.0
+58.55%
1.770
+0.65%
0.340
+6.23%
+4.89%
212.2
 
ORCL
Oracle Corp
17,413
1,063.0
+3.07%
1.700
+0.05%
0.000
+83.31%
+40.22%
652,379.6
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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