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.
First Citizens Bancorporation Inc (CIK 708848) reported $148.8M across 113 reported positions in its SEC 13F filing for 2014-12-31. Largest positions: MSFT ($4.0M, 2.70%), ABBV ($3.7M, 2.47%), EFA ($3.6M, 2.42%), CVX ($3.3M, 2.19%), VZ ($3.2M, 2.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $4.0M | 2.70% | 86,628 | Added |
| 2 | ABBV | ABBVIE INC | $3.7M | 2.47% | 56,094 | Added |
| 3 | EFA | ISHARES MSCI EAFE ETF | $3.6M | 2.42% | 59,285 | Added |
| 4 | CVX | CHEVRON CORP COM | $3.3M | 2.19% | 29,031 | Added |
| 5 | VZ | VERIZON COMMUNICATIONS INC | $3.2M | 2.16% | 68,674 | Added |
| 6 | IWM | ISHARES RUSSELL 2000 ETF FD | $3.2M | 2.12% | 26,361 | Added |
| 7 | IWR | ISHARES RUSSELL MID-CAP ETF | $3.1M | 2.10% | 18,718 | Added |
| 8 | COP | CONOCOPHILLIPS COM | $3.1M | 2.09% | 44,935 | Added |
| 9 | MCHP | MICROCHIP TECHNOLOGY INC COM | $3.0M | 2.00% | 65,865 | Added |
| 10 | JNJ | JOHNSON & JOHNSON COM | $2.8M | 1.87% | 26,570 | Added |
| 11 | LLY | LILLY ELI & CO COM | $2.7M | 1.83% | 39,442 | Trimmed |
| 12 | LMT | LOCKHEED MARTIN CORP COM | $2.7M | 1.83% | 14,142 | Trimmed |
| 13 | INTC | INTEL CORP COM | $2.7M | 1.82% | 74,620 | Added |
| 14 | BMY | BRISTOL MYERS SQUIBB CO COM | $2.5M | 1.67% | 42,025 | Trimmed |
| 15 | T | AT&T INC COM | $2.4M | 1.64% | 72,587 | Added |
| 16 | MMM | 3M CO COM | $2.4M | 1.64% | 14,837 | Trimmed |
| 17 | WM | WASTE MANAGEMENT INC NEW | $2.4M | 1.62% | 46,900 | Trimmed |
| 18 | AAPL | APPLE INC COM | $2.4M | 1.60% | 21,504 | Trimmed |
| 19 | KMB | KIMBERLY CLARK CORP COM | $2.3M | 1.53% | 19,702 | Trimmed |
| 20 | AEP | AMERICAN ELEC PWR INC COM | $2.3M | 1.53% | 37,560 | Added |
| 21 | PPL | PPL CORP | $2.3M | 1.52% | 62,115 | Trimmed |
| 22 | PEAK | HCP INC | $2.2M | 1.50% | 50,775 | Added |
| 23 | PNY | PIEDMONT NAT'L GAS INC COM | $2.2M | 1.49% | 56,265 | Added |
| 24 | KRFT | KRAFT FOODS GROUP INC | $2.2M | 1.48% | 35,135 | Added |
| 25 | BMO | BANK OF MONTREAL | $2.0M | 1.38% | 28,986 | Added |
Source: SEC Form 13F filings · as of 2014-12-31