Terminal · Institutions

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

ERN LLC 13F Holdings -- Portfolio & Top Positions (2022-06-30)

ERN LLC (CIK 1929660) reported $89.5M across 66 reported positions in its SEC 13F filing for 2022-06-30. Largest positions: AAPL ($7.0M, 7.87%), PG ($4.7M, 5.22%), MRK ($4.1M, 4.59%), PEP ($3.8M, 4.28%), CHD ($3.4M, 3.83%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$7.0M7.87%51,500New
2PGPROCTER & GAMBLE CO$4.7M5.22%32,500New
3MRKMERCK & CO INC$4.1M4.59%45,000New
4PEPPEPSICO INC$3.8M4.28%23,000New
5CHDCHURCH & DWIGHT INC$3.4M3.83%37,000New
6BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$3.0M3.33%10,915New
7PAYXPAYCHEX INC$2.8M3.18%25,000New
8ABBVABBVIE INC$2.5M2.84%16,581New
9JNJJOHNSON & JOHNSON$2.5M2.76%13,907New
10ADPAUTOMATIC DATA PROCESSING$2.4M2.70%11,500New
11NSCNORFOLK SOUTHERN CORP$2.3M2.54%10,000New
12MMM3M CO$2.2M2.46%17,000New
13WDFCWD-40 CO$2.0M2.25%10,000New
14DOVDOVER CORP COM$2.0M2.23%16,429New
15PFEPFIZER INC$1.8M2.05%35,000New
16MSFTMICROSOFT CORPORATION$1.8M2.01%7,000New
17WMWASTE MGMT INC$1.8M1.97%11,500New
18TROWT ROWE PRICE GROUP INC$1.8M1.97%15,500New
19BALLBALL CORP COM$1.6M1.84%24,000New
20GOOGALPHABET INC CAP STK CL C$1.5M1.71%700New
21CATCATERPILLAR INC$1.5M1.70%8,500New
22HDHOME DEPOT INC COM$1.5M1.70%5,550New
23INTCINTEL CORP$1.5M1.67%40,000New
24SPGIS&P GLOBAL INC COM$1.5M1.64%4,344New
25IBMINTL BUSINESS MACHINES$1.4M1.58%10,000New

Source: SEC Form 13F filings · as of 2022-06-30