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.
SWARTHMORE GROUP INC (CIK 1019531) reported $248.7M across 46 reported positions in its SEC 13F filing for 2022-06-30. Largest positions: IVV ($141.7M, 56.96%), SPY ($89.3M, 35.93%), AAPL ($1.5M, 0.59%), MSFT ($1.2M, 0.49%), GOOGL ($1.2M, 0.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 ETF | $141.7M | 56.96% | 373,601 | Added |
| 2 | SPY | SPDR S&P 500 ETF TR | $89.3M | 35.93% | 236,832 | New |
| 3 | AAPL | Apple Inc | $1.5M | 0.59% | 10,787 | Trimmed |
| 4 | MSFT | Microsoft Corp | $1.2M | 0.49% | 4,784 | Trimmed |
| 5 | GOOGL | Alphabet Inc Cap Stock Cl A | $1.2M | 0.47% | 535 | Trimmed |
| 6 | HSY | Hershey Co | $937,000 | 0.38% | 4,353 | Trimmed |
| 7 | ABBV | AbbVie Inc | $624,000 | 0.25% | 4,076 | Trimmed |
| 8 | AVGO | Broadcom Inc | $507,000 | 0.20% | 1,043 | Trimmed |
| 9 | TMO | Thermo Fisher Scientific Inc | $475,000 | 0.19% | 875 | Trimmed |
| 10 | PFE | Pfizer Inc | $481,000 | 0.19% | 9,181 | Trimmed |
| 11 | VZ | Verizon Communications Inc | $449,000 | 0.18% | 8,850 | Trimmed |
| 12 | QCOM | Qualcomm Inc | $443,000 | 0.18% | 3,470 | Trimmed |
| 13 | AMZN | Amazon.com Inc | $389,000 | 0.16% | 3,660 | Added |
| 14 | PG | Procter & Gamble Co | $397,000 | 0.16% | 2,764 | Trimmed |
| 15 | CVX | Chevron Corp | $382,000 | 0.15% | 2,636 | Trimmed |
| 16 | UPS | United Parcel Service Inc Cl B | $355,000 | 0.14% | 1,944 | Trimmed |
| 17 | V | Visa Inc Cl A | $346,000 | 0.14% | 1,756 | Trimmed |
| 18 | MS | Morgan Stanley | $349,000 | 0.14% | 4,593 | Trimmed |
| 19 | CAT | Caterpillar Inc | $319,000 | 0.13% | 1,784 | Trimmed |
| 20 | TSN | Tyson Foods Inc Cl A | $333,000 | 0.13% | 3,873 | Trimmed |
| 21 | ELV | Elevance Health Inc Com | $311,000 | 0.13% | 644 | Trimmed |
| 22 | PXD | Pioneer Natural Resources Co | $314,000 | 0.13% | 1,409 | Trimmed |
| 23 | LOW | Lowe's Companies Inc | $327,000 | 0.13% | 1,874 | Trimmed |
| 24 | CBOE | CBOE Global Mkts Inc | $297,000 | 0.12% | 2,622 | Trimmed |
| 25 | CSCO | Cisco Systems Inc | $288,000 | 0.12% | 6,760 | Trimmed |
Source: SEC Form 13F filings · as of 2022-06-30