Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cognios Capital, LLC 13F Holdings -- Portfolio & Top Positions (2020-03-31)

Cognios Capital, LLC (CIK 1548468) reported $200.3M across 233 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: AAPL ($8.4M, 4.22%), MSFT ($5.7M, 2.86%), PG ($4.3M, 2.15%), AMZN ($3.7M, 1.86%), GOOGL ($3.6M, 1.82%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$8.4M4.22%33,214Trimmed
2MSFTMICROSOFT CORP$5.7M2.86%36,335Trimmed
3PGPROCTER & GAMBLE$4.3M2.15%39,244Trimmed
4AMZNAMAZON.COM INC$3.7M1.86%1,914Trimmed
5GOOGLALPHABET INC. CLASS A$3.6M1.82%3,131Added
6BRK/BBERKSHIRE HATHAWAY INC-CL B$3.5M1.74%19,067Added
7AMDADVANCED MICRO DEVIC$3.5M1.73%76,398Trimmed
8TA T & T INC$2.7M1.33%91,505Added
9TJXTJX COMPANIES INC$2.7M1.33%55,946Added
10RNGRINGCENTRAL INC CLASS A$2.4M1.22%11,508Trimmed
11CLCOLGATE-PALMOLIVE CO COMUSD1.0$2.4M1.21%36,590Trimmed
12ADBEADOBE INC$2.3M1.13%7,142Trimmed
13AKAMAKAMAI TECHNOLOGIES COMUSD0.01$2.2M1.12%24,589Trimmed
14WMTWALMART INC$2.2M1.11%19,592Trimmed
15HRLHORMEL FOODS CORP COM$2.1M1.03%44,200Trimmed
16JNJJOHNSON &JOHNSON COM USD1.00$2.0M1.01%15,425Trimmed
17SPLKSPLUNK INC$2.0M1.01%15,982Trimmed
18CLXCLOROX CO$2.0M0.99%11,449Trimmed
19GISGENERAL MILLS INC COMUSD0.10$1.9M0.96%36,562Trimmed
20CSCOCISCO SYSTEMS INC$1.9M0.96%49,056Added
21DGDOLLAR GEN CORP NEW COM$1.9M0.95%12,670Trimmed
22BRK/ABERKSHIRE HATHAWAY INCDEL CL A$1.9M0.95%7Hold
23CPBCAMPBELL SOUP CO CAP USD0.0375$1.9M0.93%40,179Trimmed
24PGRPROGRESSIVE CORPOHIO COM USD1.$1.8M0.92%25,034Trimmed
25KKELLOGG COMPANY COM USD0.25$1.8M0.92%30,850Trimmed

Source: SEC Form 13F filings · as of 2020-03-31