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.
Investors Financial Group, LLC (CIK 1800535) reported $214.8M across 211 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: VTI ($16.1M, 7.49%), AAPL ($10.0M, 4.67%), MMM ($8.5M, 3.95%), SPY ($6.5M, 3.01%), QQQ ($4.9M, 2.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $16.1M | 7.49% | 66,634 | Added |
| 2 | AAPL | APPLE INC | $10.0M | 4.67% | 56,435 | Trimmed |
| 3 | MMM | 3M CO | $8.5M | 3.95% | 47,780 | Trimmed |
| 4 | SPY | SPDR S&P 500 ETF TR | $6.5M | 3.01% | 13,600 | Added |
| 5 | QQQ | INVESCO QQQ TR | $4.9M | 2.27% | 12,238 | Added |
| 6 | CTVA | CORTEVA INC | $4.7M | 2.20% | 100,169 | Trimmed |
| 7 | SLV | ISHARES SILVER TR | $4.5M | 2.10% | 209,458 | Added |
| 8 | WEBR | WEBER INC | $4.4M | 2.04% | 339,200 | Added |
| 9 | HUGS | USHG ACQUISITION CORP | $4.3M | 2.00% | 414,500 | New |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 1.89% | 13,607 | Added |
| 11 | VGT | VANGUARD WORLD FDS | $3.9M | 1.80% | 8,432 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $3.5M | 1.63% | 10,410 | Trimmed |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $3.4M | 1.56% | 64,586 | Added |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $2.6M | 1.22% | 15,229 | Trimmed |
| 15 | DAKT | DAKTRONICS INC | $2.6M | 1.20% | 511,050 | Added |
| 16 | NEAR | ISHARES U S ETF TR | $2.3M | 1.09% | 46,955 | Trimmed |
| 17 | DGRO | ISHARES TR | $2.3M | 1.06% | 40,927 | Trimmed |
| 18 | XLF | SELECT SECTOR SPDR TR | $2.3M | 1.05% | 57,830 | Trimmed |
| 19 | XEL | XCEL ENERGY INC | $2.1M | 0.99% | 31,425 | Added |
| 20 | CRM | SALESFORCE COM INC | $2.1M | 0.98% | 8,275 | Added |
| 21 | IWM | ISHARES TR | $2.1M | 0.96% | 9,293 | Added |
| 22 | MDT | MEDTRONIC PLC | $1.9M | 0.88% | 18,209 | Added |
| 23 | IJR | ISHARES TR | $1.9M | 0.87% | 16,380 | Added |
| 24 | HYZN | HYZON MOTORS INC | $1.8M | 0.85% | 282,250 | Trimmed |
| 25 | DCI | DONALDSON INC | $1.7M | 0.81% | 29,461 | Added |
Source: SEC Form 13F filings · as of 2021-12-31