Moreno Evelyn V 13F Holdings · last filed Q4 2023
Moreno Evelyn V reported 140 securities worth $211.87M in its SEC 13F filing for Q4 2023 (period ended 2023-12-31). Top holdings: AAPL (6.77%), MSFT (6.54%), MDY (4.27%). Among its top 25 positions this quarter: 1 new, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $14.3M | 6.77% | 74,492 | Trimmed |
| 2 | MSFT | Microsoft Corporation | $13.9M | 6.54% | 36,856 | Trimmed |
| 3 | MDY | SPDR S&P MidCap 400 ETF | $9.0M | 4.27% | 17,830 | Trimmed |
| 4 | GOOG | Alphabet Inc Cl C | $8.6M | 4.04% | 60,789 | Trimmed |
| 5 | AMZN | Amazon.com Inc | $8.0M | 3.79% | 52,823 | Trimmed |
| 6 | NVDA | NVIDIA Corp | $5.9M | 2.78% | 11,911 | Trimmed |
| 7 | AVLV | Avantis US Large Cap Value ETF | $5.1M | 2.40% | 87,875 | New |
| 8 | CRM | Salesforce Inc | $4.0M | 1.90% | 15,283 | Trimmed |
| 9 | JPM | JPMorgan Chase & Co | $3.9M | 1.86% | 23,205 | Trimmed |
| 10 | BKNG | Booking Holdings Inc | $3.8M | 1.80% | 1,075 | Trimmed |
| 11 | MA | Mastercard Inc Cl A | $3.7M | 1.75% | 8,696 | Trimmed |
| 12 | NVS | Novartis AG Sponsored ADR | $3.7M | 1.75% | 36,718 | Trimmed |
| 13 | IJR | iShares Core S&P Small Cap ETF | $3.6M | 1.68% | 32,903 | Trimmed |
| 14 | PANW | Palo Alto Networks Inc | $3.5M | 1.65% | 11,840 | Trimmed |
| 15 | WM | Waste Management Inc | $3.4M | 1.62% | 19,116 | Trimmed |
| 16 | DHR | Danaher Corp | $3.2M | 1.51% | 13,840 | Trimmed |
| 17 | TJX | TJX Companies Inc | $3.2M | 1.51% | 34,121 | Trimmed |
| 18 | CMCSA | Comcast Corp New Cl A | $3.1M | 1.44% | 69,751 | Trimmed |
| 19 | IQV | IQVIA Holdings Inc | $3.0M | 1.40% | 12,860 | Trimmed |
| 20 | SYK | Stryker Corp | $3.0M | 1.40% | 9,891 | Trimmed |
| 21 | ICE | Intercontinental Exchange Inc | $2.9M | 1.39% | 22,901 | Trimmed |
| 22 | LIN | Linde PLC | $2.9M | 1.38% | 7,100 | Trimmed |
| 23 | BAC | Bank of America Corp | $2.8M | 1.33% | 83,657 | Trimmed |
| 24 | PG | Procter & Gamble Co | $2.8M | 1.32% | 19,155 | Trimmed |
| 25 | ROK | Rockwell Automation Inc | $2.7M | 1.29% | 8,782 | Trimmed |
Source: SEC Form 13F filings · as of 2023-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR