Terminal · Institutions

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

Lebenthal Holdings,LLC 13F Holdings -- Portfolio & Top Positions (2016-06-30)

Lebenthal Holdings,LLC (CIK 1633909) reported $805.8M across 350 reported positions in its SEC 13F filing for 2016-06-30. Largest positions: XOM ($23.6M, 2.93%), AAPL ($14.8M, 1.84%), NEE ($14.3M, 1.77%), GE ($13.6M, 1.68%), IBM ($13.0M, 1.61%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1XOMEXXON MOBIL CORP$23.6M2.93%251,622Added
2AAPLAPPLE INC$14.8M1.84%155,023Added
3NEENEXTERA ENERGY INC$14.3M1.77%109,539Added
4GEGENERAL ELECTRIC CO$13.6M1.68%430,936Added
5IBMINTERNATIONAL BUSINESS MACHS$13.0M1.61%85,500Added
6JNJJOHNSON & JOHNSON$12.5M1.56%103,389Added
7BMYBRISTOL MYERS SQUIBB CO$12.5M1.55%169,649Added
8CVXCHEVRON CORP NEW$12.1M1.50%115,671Added
9BABOEING CO$11.2M1.39%86,329Added
10HDHOME DEPOT INC$10.2M1.27%79,859Added
11WFCWELLS FARGO & CO NEW$9.6M1.20%203,444Added
12WBAWALGREENS BOOTS ALLIANCE INC$9.6M1.19%115,543Added
13MRKMERCK & CO INC$9.4M1.16%162,834Added
14ABBVABBVIE INC$9.2M1.15%149,030Added
15QCOMQUALCOMM INC$9.1M1.13%169,711Added
16INTCINTEL CORP$9.0M1.12%275,583Added
17BRK/ABERKSHIRE HATHAWAY INC DEL$8.9M1.10%41Added
18ORBCORBCOMM INC$8.8M1.09%884,692Trimmed
19PGPROCTER & GAMBLE CO$8.4M1.04%99,105Added
20MSFTMICROSOFT CORP$8.4M1.04%163,240Added
21KOCOCA COLA CO$8.4M1.04%184,280Added
22VZVERIZON COMMUNICATIONS INC$8.3M1.03%149,188Added
23HONHONEYWELL INTL INC$8.2M1.02%70,336Added
24PEPPEPSICO INC$7.9M0.99%74,959Added
25PFEPFIZER INC$7.0M0.86%197,926Trimmed

Source: SEC Form 13F filings · as of 2016-06-30