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%)
Portfolio Report
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
2162.000
+2.46%
3.470
+0.08%
0.000
+4.32%
+10.02%
3059156.044
Software
PEP 		PepsiCo Inc
10,949
1787.000
+2.34%
2.870
+0.07%
0.000
-2.82%
+1.13%
230288.358
Beverages - Non-Alcoholic
DEO 		Diageo PLC
9,509
1614.000
+1.62%
2.590
+0.04%
0.000
+5.21%
-12.38%
68075.797
Beverages - Alcoholic
GOOG 		Alphabet Inc
16,409
1578.000
+4.92%
2.530
+0.12%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
FAST 		Fastenal Co
33,622
1548.000
+0.26%
2.480
+0.01%
0.010
+18.22%
+23.28%
44736.706
Industrial Distribution
IBTK 		iShares iBonds Dec 2030 Term Treasury ETF
65,392
1282.000
+290.54%
2.060
+1.53%
1.630
-2.83%
-1.65%
282.200
 
WRB 		WR Berkley Corp
28,827
1241.000
+1.79%
1.990
+0.03%
0.010
+6.82%
+24.94%
22182.033
Insurance
BRK.B 		Berkshire Hathaway Inc
4,151
1109.000
+15.21%
1.780
+0.23%
0.000
+7.58%
+24.79%
959232.641
Insurance
HYBB 		iShares BB Rated Corporate Bond ETF
25,725
1107.000
+58.55%
1.770
+0.65%
0.340
+1.19%
+0.99%
367.084
 
ORCL 		Oracle Corp
17,413
1063.000
+3.07%
1.700
+0.05%
0.000
+34.65%
+64.93%
476013.221
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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