Sadoff Investment Management LLC 13F Holdings · last filed Q3 2022
Sadoff Investment Management LLC reported 86 securities worth $1.28B in its SEC 13F filing for Q3 2022 (period ended 2022-09-30). Top holdings: MCK (6.10%), TMUS (5.53%), MSI (5.38%). Among its top 25 positions this quarter: 25 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCK | MCKESSON CORP | $78.4M | 6.10% | 230,220 | Trimmed |
| 2 | TMUS | T-MOBILE US INC | $71.1M | 5.53% | 529,848 | Trimmed |
| 3 | MSI | MOTOROLA SOLUTIONS INC | $69.1M | 5.38% | 307,514 | Trimmed |
| 4 | MS | MORGAN STANLEY | $64.4M | 5.02% | 815,571 | Trimmed |
| 5 | WM | WASTE MGMT INC DEL | $62.6M | 4.87% | 390,460 | Trimmed |
| 6 | HD | HOME DEPOT INC | $58.0M | 4.51% | 210,153 | Trimmed |
| 7 | SCHW | SCHWAB CHARLES CORP | $50.3M | 3.92% | 700,377 | Trimmed |
| 8 | TXN | TEXAS INSTRS INC | $44.7M | 3.48% | 289,051 | Trimmed |
| 9 | DHI | D R HORTON INC | $43.4M | 3.38% | 644,641 | Trimmed |
| 10 | CSCO | CISCO SYS INC | $43.1M | 3.36% | 1.1M | Trimmed |
| 11 | COR | AMERISOURCEBERGEN CORP | $40.5M | 3.15% | 299,145 | Trimmed |
| 12 | CVS | CVS HEALTH CORP | $37.8M | 2.94% | 396,509 | Trimmed |
| 13 | RSG | REPUBLIC SVCS INC | $35.8M | 2.79% | 262,147 | Trimmed |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $34.5M | 2.69% | 544,510 | Trimmed |
| 15 | CIEN | CIENA CORP | $33.6M | 2.62% | 832,086 | Trimmed |
| 16 | F | FORD MTR CO DEL | $33.4M | 2.60% | 3.0M | Trimmed |
| 17 | GE | GENERAL ELECTRIC CO | $33.3M | 2.59% | 536,567 | Trimmed |
| 18 | MAS | MASCO CORP | $31.7M | 2.47% | 678,738 | Trimmed |
| 19 | GLW | CORNING INC | $26.7M | 2.08% | 920,723 | Trimmed |
| 20 | ADI | ANALOG DEVICES INC | $26.4M | 2.05% | 189,422 | Trimmed |
| 21 | ETN | EATON CORP PLC | $24.5M | 1.91% | 183,717 | Trimmed |
| 22 | MTG | MGIC INVT CORP WIS | $24.1M | 1.87% | 1.9M | Trimmed |
| 23 | PG | PROCTER AND GAMBLE CO | $24.1M | 1.87% | 190,505 | Trimmed |
| 24 | BAC | BK OF AMERICA CORP | $23.5M | 1.83% | 778,811 | Trimmed |
| 25 | PFF | ISHARES TR | $22.0M | 1.71% | 695,515 | Trimmed |
Source: SEC Form 13F filings · as of 2022-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR