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.
Osborn Williams & Donohoe LLC (CIK 1583000) reported $761.7M across 259 reported positions in its SEC 13F filing for 2020-03-31. Largest positions: PG ($34.2M, 4.49%), AAPL ($31.3M, 4.11%), MSFT ($28.3M, 3.72%), INTC ($16.0M, 2.10%), CINF ($15.5M, 2.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PG | PROCTER & GAMBLE CO | $34.2M | 4.49% | 311,114 | Trimmed |
| 2 | AAPL | APPLE INC | $31.3M | 4.11% | 123,059 | Added |
| 3 | MSFT | MICROSOFT CORP | $28.3M | 3.72% | 179,740 | Added |
| 4 | INTC | INTEL CORP | $16.0M | 2.10% | 294,848 | Trimmed |
| 5 | CINF | CINCINNATI FINANCIAL CP | $15.5M | 2.03% | 205,216 | Added |
| 6 | JNJ | JOHNSON & JOHNSON | $15.0M | 1.97% | 114,590 | Trimmed |
| 7 | V | VISA INC CLASS A | $14.7M | 1.93% | 91,145 | Trimmed |
| 8 | PEP | PEPSICO INC | $13.6M | 1.78% | 113,038 | Added |
| 9 | NKE | NIKE INC B | $13.5M | 1.78% | 163,632 | Added |
| 10 | SYK | STRYKER CORP | $13.5M | 1.77% | 81,089 | Trimmed |
| 11 | BLK | BLACKROCK INC | $13.3M | 1.74% | 30,167 | Added |
| 12 | ABT | ABBOTT LABORATORIES | $12.3M | 1.62% | 155,885 | Added |
| 13 | AMAT | APPLIED MATERIALS INC | $12.0M | 1.57% | 261,554 | Added |
| 14 | CSCO | CISCO SYSTEMS INC | $11.2M | 1.48% | 286,109 | Trimmed |
| 15 | DIS | WALT DISNEY CO | $11.0M | 1.44% | 113,367 | Added |
| 16 | NEE | NEXTERA ENERGY INC | $10.5M | 1.38% | 43,595 | Added |
| 17 | RPM | RPM INTERNATIONAL INC | $10.4M | 1.37% | 175,229 | Trimmed |
| 18 | DHR | DANAHER CORP | $10.4M | 1.36% | 74,843 | Trimmed |
| 19 | ABBV | ABBVIE INC | $10.3M | 1.35% | 135,139 | Added |
| 20 | ECL | ECOLAB INC | $9.8M | 1.29% | 62,891 | Added |
| 21 | CVS | CVS HEALTH CORP | $9.5M | 1.24% | 159,691 | Added |
| 22 | AMZN | AMAZON.COM INC | $9.4M | 1.24% | 4,827 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $9.1M | 1.20% | 101,369 | Added |
| 24 | UNH | UNITEDHEALTH GROUP INC | $8.9M | 1.17% | 35,643 | Added |
| 25 | SBUX | STARBUCKS CORP | $8.8M | 1.16% | 133,890 | Added |
Source: SEC Form 13F filings · as of 2020-03-31