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.
Connolly Sarah T. (CIK 1845262) reported $1.1M across 4 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: MSFT ($389,201, 35.15%), NEE ($283,960, 25.64%), PG ($233,292, 21.07%), ABT ($200,878, 18.14%), ABBV ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | $389,201 | 35.15% | 1,035 | Trimmed |
| 2 | NEE | NextEra Energy Inc | $283,960 | 25.64% | 4,675 | Trimmed |
| 3 | PG | Procter & Gamble Co | $233,292 | 21.07% | 1,592 | Trimmed |
| 4 | ABT | Abbott Laboratories | $200,878 | 18.14% | 1,825 | Trimmed |
| 5 | ABBV | AbbVie Inc | $0 | 0.00% | 0 | Exited |
| 6 | MDT | Medtronic PLC | $0 | 0.00% | 0 | Exited |
| 7 | GOOG | Alphabet Inc Cl C | $0 | 0.00% | 0 | Exited |
| 8 | GOOGL | Alphabet Inc Cl A | $0 | 0.00% | 0 | Exited |
| 9 | AMZN | Amazon.com Inc | $0 | 0.00% | 0 | Exited |
| 10 | AEP | American Electric Power Co Inc | $0 | 0.00% | 0 | Exited |
| 11 | AXP | American Express Co | $0 | 0.00% | 0 | Exited |
| 12 | AMT | American Tower Corp | $0 | 0.00% | 0 | Exited |
| 13 | AMGN | Amgen Inc | $0 | 0.00% | 0 | Exited |
| 14 | ADI | Analog Devices Inc | $0 | 0.00% | 0 | Exited |
| 15 | AAPL | Apple Inc | $0 | 0.00% | 0 | Exited |
| 16 | ATO | Atmos Energy Corp | $0 | 0.00% | 0 | Exited |
| 17 | ADP | Automatic Data Processing Inc | $0 | 0.00% | 0 | Exited |
| 18 | BP | BP PLC Sponsored ADR | $0 | 0.00% | 0 | Exited |
| 19 | BAC | Bank of America Corp | $0 | 0.00% | 0 | Exited |
| 20 | BAX | Baxter International Inc | $0 | 0.00% | 0 | Exited |
| 21 | BRK/B | Berkshire Hathaway Inc Cl B | $0 | 0.00% | 0 | Exited |
| 22 | BLK | Blackrock Inc | $0 | 0.00% | 0 | Exited |
| 23 | BKNG | Booking Holdings Inc | $0 | 0.00% | 0 | Exited |
| 24 | CP | Canadian Pacific Kansas City LTD | $0 | 0.00% | 0 | Exited |
| 25 | CVX | Chevron Corp | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-12-31