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.
IBERIABANK CORP (CIK 933141) reported $848.9M across 211 reported positions in its SEC 13F filing for 2020-06-30. Largest positions: BSV ($53.5M, 6.30%), TLT ($29.3M, 3.45%), IWF ($26.4M, 3.11%), AAPL ($24.1M, 2.84%), MSFT ($21.9M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD SHORT-TERM BOND ETF | $53.5M | 6.30% | 643,560 | Trimmed |
| 2 | TLT | ISHARES 20 Plus YEAR TREASURY BOND ETF | $29.3M | 3.45% | 178,715 | Added |
| 3 | IWF | ISHARES RUSSELL 1000 GROWTH INDEX | $26.4M | 3.11% | 137,718 | Trimmed |
| 4 | AAPL | APPLE INC | $24.1M | 2.84% | 66,118 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $21.9M | 2.58% | 107,760 | Trimmed |
| 6 | GLD | SPDR GOLD SHARES | $20.9M | 2.47% | 125,097 | Added |
| 7 | IVV | ISHARES CORE S&P 500 ETF | $20.1M | 2.37% | 64,934 | Trimmed |
| 8 | XLK | SPDR TECHNOLOGY SELECT SECTOR ETF | $19.9M | 2.35% | 190,701 | Trimmed |
| 9 | AMZN | AMAZON.COM INC | $14.4M | 1.70% | 5,219 | Trimmed |
| 10 | PG | PROCTER & GAMBLE CO | $14.2M | 1.68% | 118,956 | Trimmed |
| 11 | JPM | JPMORGAN | $13.1M | 1.55% | 139,523 | Trimmed |
| 12 | IWD | ISHARES RUSSELL 1000 VALUE INDEX | $12.9M | 1.52% | 114,513 | Trimmed |
| 13 | ADBE | ADOBE INC | $12.2M | 1.44% | 28,052 | Trimmed |
| 14 | VZ | VERIZON COMMUNICATIONS INC | $12.0M | 1.41% | 216,862 | Trimmed |
| 15 | GOOG | ALPHABET INC CL C | $12.0M | 1.41% | 8,487 | Trimmed |
| 16 | HD | HOME DEPOT INC | $11.6M | 1.37% | 46,278 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $11.6M | 1.36% | 82,203 | Added |
| 18 | CSCO | CISCO SYSTEMS INC | $11.2M | 1.32% | 240,693 | Trimmed |
| 19 | MRK | MERCK & CO INC | $10.4M | 1.23% | 134,572 | Trimmed |
| 20 | TMO | THERMO FISHER SCIENTIFIC INC | $10.0M | 1.17% | 27,519 | Trimmed |
| 21 | TIP | ISHARES BARCLAYS TIPS BONDS | $9.5M | 1.12% | 76,990 | Trimmed |
| 22 | CRM | SALESFORCE.COM INC | $9.0M | 1.06% | 47,856 | Trimmed |
| 23 | CVX | CHEVRON CORP | $8.9M | 1.05% | 99,961 | Added |
| 24 | XOM | EXXON MOBIL CORP | $8.9M | 1.05% | 200,133 | Trimmed |
| 25 | KO | COCA COLA CO | $8.6M | 1.01% | 191,708 | Trimmed |
Source: SEC Form 13F filings · as of 2020-06-30