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.
Lehman Financial Resources, Inc. (CIK 1589661) reported $213.3M across 103 reported positions in its SEC 13F filing for 2018-09-30. Largest positions: NEE ($48.3M, 22.66%), NEP ($21.8M, 10.24%), BRK/B ($9.9M, 4.66%), IVV ($9.5M, 4.47%), PFE ($8.7M, 4.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEE | NEXTERA ENERGY INC COM | $48.3M | 22.66% | 288,283 | Added |
| 2 | NEP | NEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $21.8M | 10.24% | 450,088 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $9.9M | 4.66% | 46,414 | Added |
| 4 | IVV | ISHARES CORE S&P 500 ETF | $9.5M | 4.47% | 32,569 | Hold |
| 5 | PFE | PFIZER INC | $8.7M | 4.08% | 197,344 | Trimmed |
| 6 | BAC | BANK OF AMERICA CORP | $8.5M | 3.98% | 287,912 | Trimmed |
| 7 | KBE | SPDR SER TR S&P BK ETF | $5.9M | 2.75% | 125,928 | Trimmed |
| 8 | CSCO | CISCO SYS INC COM | $5.9M | 2.74% | 120,341 | Added |
| 9 | BP | BP PLC SPONSORED ADR | $5.8M | 2.72% | 125,876 | Trimmed |
| 10 | VT | VANGUARD INTL EQUITY INDEX FUND INC TOTAL WORLD STK INDEX FUND ETF SHS | $5.6M | 2.61% | 73,300 | Hold |
| 11 | MMP | MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP | $4.3M | 2.02% | 63,513 | Trimmed |
| 12 | CVX | CHEVRON CORP NEW COM | $4.2M | 1.98% | 34,469 | Added |
| 13 | IJR | ISHARES CORE S&P SMALL-CAP E | $4.2M | 1.96% | 47,878 | Added |
| 14 | BTZ | BLACKROCK CREDIT ALL INC TR COM | $3.8M | 1.77% | 308,756 | Added |
| 15 | UPS | UNITED PARCEL SVC INC CL B | $3.7M | 1.72% | 31,386 | Added |
| 16 | MRK | MERCK & CO INC NEW COM | $3.4M | 1.61% | 48,293 | Added |
| 17 | O | REALTY INCOME CORP (MARYLAND) | $3.2M | 1.50% | 56,200 | Trimmed |
| 18 | BTT | BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST | $3.0M | 1.40% | 143,995 | Hold |
| 19 | TOTL | SSGA ACTIVE ETF TR SPDR TR TACTIC | $2.8M | 1.33% | 60,085 | Hold |
| 20 | EPD | ENTERPRISE PRODS PARTNERS L P COM | $2.6M | 1.22% | 90,540 | Trimmed |
| 21 | PCI | PIMCO DYNMIC CREDIT AND MRT IN COM SHS | $2.4M | 1.13% | 100,207 | Trimmed |
| 22 | GM | GENERAL MTRS CO COM | $2.2M | 1.02% | 64,685 | Hold |
| 23 | BKK | BLACKROCK MUN 2020 TERM TR COM SHS | $1.9M | 0.89% | 127,468 | Hold |
| 24 | GE | GENERAL ELECTRIC CO | $1.9M | 0.89% | 168,849 | Added |
| 25 | GILD | GILEAD SCIENCES INC | $1.7M | 0.79% | 21,703 | Added |
Source: SEC Form 13F filings · as of 2018-09-30