VL
| |
Van Leeuwen & Company, LLC13F | |
Van Leeuwen & Company, LLC | |
Last update 2024-05-10 | 89 Stocks (12 new) |
Value $197.00 Mil | Turnover 14 % |
Van Leeuwen & Company, LLC Top Holdings of 2024-03-31
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 | 21,593 | 9,084.7 | +1.87% | 4.600 | +0.08% | 0.000 | +31.61% | +20.68% | 3,766,144.3 | Software | |
GOOG | Alphabet Inc | 50,628 | 7,708.6 | -10.69% | 3.910 | -0.50% | 0.000 | +16.37% | -2.92% | 2,229,714.4 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 16,741 | 7,039.9 | -1.09% | 3.570 | -0.04% | 0.000 | -10.71% | +4.04% | 1,015,611.7 | Insurance | |
V | Visa Inc | 24,377 | 6,803.1 | +0.30% | 3.450 | +0.01% | 0.000 | +3.95% | +10.64% | 680,785.1 | Credit Services | |
VRTX | Vertex Pharmaceuticals Inc | 16,020 | 6,696.5 | -1.94% | 3.390 | -0.08% | 0.010 | -7.36% | +15.14% | 119,069.2 | Biotechnology | |
ROST | Ross Stores Inc | 45,197 | 6,633.1 | -1.77% | 3.360 | -0.07% | 0.010 | -8.70% | -14.60% | 41,995.9 | Retail - Cyclical | |
HUBB | Hubbell Inc | 15,465 | 6,418.8 | +87.11% | 3.250 | +1.51% | 0.030 | +20.40% | -0.03% | 22,197.7 | Industrial Products | |
NVDA | NVIDIA Corp | 70,710 | 6,389.1 | -3.90% | 3.240 | -0.08% | 0.000 | +51.67% | +26.73% | 4,149,786.7 | Semiconductors | |
AAPL | Apple Inc | 33,541 | 5,751.5 | -24.66% | 2.920 | -1.23% | 0.000 | +4.21% | -15.79% | 3,142,218.5 | Hardware | |
EFA | iShares MSCI EAFE ETF | 63,024 | 5,033.1 | +1.40% | 2.550 | +0.04% | - | +11.22% | +18.48% | 63,506.0 |
Van Leeuwen & Company, LLC's Historical Top Holdings Breakdowns
Van Leeuwen & Company, LLC's Top Stock Picks
View Full List
Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
QCOM | Qualcomm Inc | 2024-03-31 | New Buy New Buy | +2.19% | 136.17 ($154.55) 175.72 | $154.58 | 0.02% | New holding | 25,504 | 25,504 | |
GLD | SPDR Gold Shares ETF | 2024-03-31 | New Buy New Buy | +1.63% | 184.42 ($191.93) 205.72 | $306.48 | 59.68% | New holding | 15,639 | 15,639 | |
ADBE | Adobe Inc | 2024-03-31 | Sold Out Sold Out | -1.55% | 492.46 ($573.19) 634.76 | $364.94 | -36.33% | Sold Out | 0 | -4,476 | |
HUBB | Hubbell Inc | 2024-03-31 | Add Add | +1.51% | 316.84 ($361.93) 417.92 | $415.90 | 14.91% | Add 87.11% | 15,465 | 7,200 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2024-03-31 | Sold Out Sold Out | -1.24% | 45.88 ($47.68) 50.1 | $52.60 | 10.33% | Sold Out | 0 | -45,550 | |
AAPL | Apple Inc | 2024-03-31 | Reduce Reduce | -1.23% | 169 ($181.83) 195.18 | $210.38 | 15.70% | Reduce -24.66% | 33,541 | -10,981 | |
SNA | Snap-on Inc | 2024-03-31 | Sold Out Sold Out | -1.19% | 262.09 ($283.85) 296.94 | $315.10 | 11.01% | Sold Out | 0 | -7,065 | |
CI | The Cigna Group | 2024-03-31 | New Buy New Buy | +1.14% | 297.82 ($329.18) 363.34 | $302.37 | -8.15% | New holding | 6,170 | 6,170 | |
APP | AppLovin Corp | 2024-03-31 | New Buy New Buy | +1.08% | 38.11 ($52.95) 72.6 | $351.25 | 563.37% | New holding | 30,904 | 30,904 | |
SLB | Schlumberger Ltd | 2024-03-31 | Sold Out Sold Out | -0.99% | 47.08 ($50.41) 54.9 | $35.08 | -30.42% | Sold Out | 0 | -32,845 |
Van Leeuwen & Company, LLC Total Holding History ($B)
Van Leeuwen & Company, LLC's Asset Allocation
Van Leeuwen & Company, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
Van Leeuwen & Company, LLC's Hypothetical Growth since 2024-03-31
Van Leeuwen & Company, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
Van Leeuwen & Company, LLC's Holdings Heat Map
Size field:
Van Leeuwen & Company, LLC's Holdings Bubble Chart
Van Leeuwen & Company, LLC News
- 1