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.
Staton Financial Advisors, LLC (CIK 1709719) reported $117.8M across 43 reported positions in its SEC 13F filing for 2017-06-30. Largest positions: BRK/B ($5.3M, 4.49%), MCD ($5.0M, 4.22%), MSFT ($4.9M, 4.14%), AFL ($4.9M, 4.13%), RTX ($4.6M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | Berkshire Hathaway Inc Del | $5.3M | 4.49% | 31,202 | Trimmed |
| 2 | MCD | McDonalds Corp | $5.0M | 4.22% | 32,426 | Trimmed |
| 3 | MSFT | Microsoft Corp | $4.9M | 4.14% | 70,816 | Trimmed |
| 4 | AFL | AFLAC Inc | $4.9M | 4.13% | 62,613 | Trimmed |
| 5 | RTX | United Technologies Corp | $4.6M | 3.90% | 37,648 | Trimmed |
| 6 | EMR | Emerson Elec Co | $4.3M | 3.68% | 72,793 | Added |
| 7 | IBM | International Business Machs | $4.3M | 3.67% | 28,091 | Added |
| 8 | ABBV | AbbVie Inc | $4.3M | 3.64% | 59,160 | Added |
| 9 | DLR | Digital Rlty Tr Inc | $4.3M | 3.63% | 37,844 | Trimmed |
| 10 | WMT | Wal-Mart Stores Inc | $4.0M | 3.44% | 53,512 | Trimmed |
| 11 | PEP | Pepsico Inc | $4.0M | 3.43% | 34,996 | Trimmed |
| 12 | BEN | Franklin Res Inc | $4.0M | 3.43% | 90,271 | Added |
| 13 | T | AT&T Inc | $4.0M | 3.37% | 105,085 | Added |
| 14 | JNJ | Johnson & Johnson | $3.9M | 3.33% | 29,654 | Trimmed |
| 15 | CVS | CVS Health Corp | $3.9M | 3.29% | 48,154 | Added |
| 16 | TIF | Tiffany & Co New | $3.7M | 3.16% | 39,697 | Trimmed |
| 17 | PII | Polaris Inds Inc | $3.7M | 3.11% | 39,755 | Added |
| 18 | EPD | Enterprise Prods Partners L | $3.6M | 3.07% | 133,329 | Trimmed |
| 19 | CAH | Cardinal Health Inc | $3.4M | 2.89% | 43,654 | Added |
| 20 | QCOM | Qualcomm Inc | $3.1M | 2.62% | 55,776 | Added |
| 21 | INTC | Intel Corp | $3.0M | 2.51% | 87,560 | Added |
| 22 | CSCO | Cisco Sys Inc | $2.9M | 2.49% | 93,702 | Trimmed |
| 23 | VFC | V F Corp | $2.8M | 2.40% | 49,042 | Added |
| 24 | XOM | Exxon Mobil Corp | $2.8M | 2.40% | 34,950 | Added |
| 25 | CMI | Cummins Inc | $2.7M | 2.33% | 16,931 | Trimmed |
Source: SEC Form 13F filings · as of 2017-06-30