Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATHERTON LANE ADVISERS, LLC (CIK 1326196) reported $1.72B across 231 reported positions in its SEC 13F filing for 2015-12-31. Largest positions: GBDC ($64.1M, 3.73%), EWH ($63.3M, 3.69%), KKR ($40.2M, 2.34%), WFC ($39.4M, 2.30%), HD ($38.7M, 2.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GBDC | GOLUB CAPITAL BDC INC | $64.1M | 3.73% | 3.9M | Added |
| 2 | EWH | ISHARES | $63.3M | 3.69% | 3.2M | Trimmed |
| 3 | KKR | KKR & CO LP | $40.2M | 2.34% | 2.6M | Trimmed |
| 4 | WFC | WELLS FARGO & CO | $39.4M | 2.30% | 725,247 | Added |
| 5 | HD | HOME DEPOT INC | $38.7M | 2.25% | 292,516 | Trimmed |
| 6 | NKE | NIKE INC | $38.3M | 2.23% | 613,170 | Added |
| 7 | DHI | D R HORTON INC | $38.2M | 2.22% | 1.2M | Added |
| 8 | FRCB | FIRST REPUBLIC BANK | $35.8M | 2.08% | 542,005 | Added |
| 9 | GOOGL | ALPHABET INC. | $35.1M | 2.05% | 45,180 | New |
| 10 | AMGN | AMGEN INC | $34.6M | 2.02% | 213,291 | Added |
| 11 | DIS | DISNEY WALT CO | $34.3M | 2.00% | 326,795 | Added |
| 12 | INTC | INTEL CORP | $33.9M | 1.98% | 985,334 | Added |
| 13 | BMY | BRISTOL MYERS SQUIBB CO | $33.7M | 1.96% | 490,259 | Trimmed |
| 14 | CELG | CELGENE CORP | $33.0M | 1.92% | 275,830 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $32.0M | 1.86% | 484,166 | Added |
| 16 | SWK | STANLEY BLACK & DECKER INC | $31.9M | 1.86% | 298,639 | Added |
| 17 | COST | COSTCO WHSL CORP | $31.8M | 1.85% | 197,072 | Added |
| 18 | IWM | ISHARES | $31.4M | 1.83% | 279,136 | Trimmed |
| 19 | BA | BOEING COMPANY | $30.9M | 1.80% | 213,682 | Added |
| 20 | VTRS | MYLAN N V | $29.9M | 1.74% | 553,383 | Added |
| 21 | META | FACEBOOK INC | $29.4M | 1.71% | 280,742 | Added |
| 22 | BLK | BLACKROCK INC | $28.5M | 1.66% | 83,785 | Added |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $28.5M | 1.66% | 200,973 | Added |
| 24 | MS | MORGAN STANLEY | $28.2M | 1.64% | 886,366 | Added |
| 25 | HON | HONEYWELL INTERNATIONAL INC | $28.0M | 1.63% | 270,345 | Added |
Source: SEC Form 13F filings · as of 2015-12-31