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.
Winslow, Evans & Crocker, Inc. (CIK 1597409) reported $527.7M across 1,340 reported positions in its SEC 13F filing for 2020-12-31. Largest positions: AAPL ($28.6M, 5.42%), MSFT ($22.8M, 4.32%), AMZN ($13.4M, 2.55%), MA ($13.4M, 2.54%), EW ($11.1M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $28.6M | 5.42% | 215,752 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $22.8M | 4.32% | 110,771 | Added |
| 3 | AMZN | AMAZON COM INC | $13.4M | 2.55% | 4,124 | Added |
| 4 | MA | MASTERCARD INCORPORATED | $13.4M | 2.54% | 37,620 | Added |
| 5 | EW | EDWARDS LIFESCIENCES CORP | $11.1M | 2.11% | 121,775 | Trimmed |
| 6 | AVGO | BROADCOM INC | $10.6M | 2.01% | 25,213 | Added |
| 7 | NXPI | NXP SEMICONDUCTORS N V | $8.4M | 1.60% | 53,121 | Added |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | $8.0M | 1.52% | 19,794 | Added |
| 9 | TJX | TJX COS INC NEW | $7.3M | 1.39% | 107,134 | Added |
| 10 | DIS | DISNEY WALT CO | $7.2M | 1.37% | 41,741 | Added |
| 11 | HD | HOME DEPOT INC | $7.0M | 1.33% | 27,435 | Added |
| 12 | COST | COSTCO WHSL CORP NEW | $6.8M | 1.29% | 18,793 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $6.6M | 1.26% | 13,380 | Added |
| 14 | GOOGL | ALPHABET INC | $6.3M | 1.20% | 4,720 | Added |
| 15 | ABBV | ABBVIE INC | $5.7M | 1.08% | 60,094 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.2M | 0.99% | 22,512 | Added |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $5.0M | 0.95% | 99,708 | Added |
| 18 | AZO | AUTOZONE INC | $4.8M | 0.92% | 4,076 | Added |
| 19 | PG | PROCTER AND GAMBLE CO | $4.9M | 0.92% | 34,924 | Added |
| 20 | IPGP | IPG PHOTONICS CORP | $4.6M | 0.88% | 20,645 | Added |
| 21 | GPN | GLOBAL PMTS INC | $4.7M | 0.88% | 21,611 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $4.6M | 0.87% | 42,400 | Added |
| 23 | UNH | UNITEDHEALTH GROUP INC | $4.5M | 0.86% | 13,741 | Added |
| 24 | MRK | MERCK & CO. INC | $4.3M | 0.82% | 52,936 | Added |
| 25 | NVO | NOVO-NORDISK A S | $4.2M | 0.80% | 60,511 | Added |
Source: SEC Form 13F filings · as of 2020-12-31