QCI ASSET MANAGEMENT INC/NY

data from 30/09/2021

Capitalization

$ 1.720 B 1.66 %

Average holding period

21 ans

Performance

$ 1.146 B 18 916.87 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in QCI ASSET MANAGEMENT INC/NY

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/09/30 AAPL APPLE INC 4.62% 79.443 M $ 561435 2013/06/30 2.888 M $ 3.31 %
2021/09/30 MSFT MICROSOFT CORP 4.03% 69.366 M $ 246049 2013/06/30 2.953 M $ 4.07 %
2021/09/30 AMZN AMAZON COM INC 4.01% 69.019 M $ 21010 2013/06/30 -2.708 M $ -4.51 %
2021/09/30 GOOG ALPHABET INC 3.48% 59.791 M $ 22433 2015/09/30 3.588 M $ 6.34 %
2021/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.95% 50.769 M $ 186009 2011/12/31 -919.516 K $ -1.79 %
2021/09/30 BA BOEING CO 2.41% 41.525 M $ 188801 2012/12/31 -3.516 M $ -8.19 %
2021/09/30 GLD SPDR GOLD TR 2.34% 40.193 M $ 244748 2013/06/30 -334.643 K $ -0.85 %
2021/09/30 JNJ JOHNSON & JOHNSON 2.28% 39.292 M $ 243297 2009/03/31 -779.427 K $ -1.97 %
2021/09/30 BKNG BOOKING HOLDINGS INC 2.03% 35.005 M $ 14746 2020/12/31 2.636 M $ 8.49 %
2021/09/30 BAC BK OF AMERICA CORP 2.01% 34.573 M $ 814433 2013/06/30 983.507 K $ 2.96 %
2021/09/30 VMBS VANGUARD SCOTTSDALE FDS 2.00% 34.489 M $ 647193 2020/06/30 -51.395 K $ -0.15 %
2021/09/30 JPM JPMORGAN CHASE & CO 1.85% 31.851 M $ 194584 2013/06/30 1.575 M $ 5.24 %
2021/09/30 VZ VERIZON COMMUNICATIONS INC 1.81% 31.104 M $ 575896 2013/06/30 -1.104 M $ -3.61 %
2021/09/30 IGSB ISHARES TR 1.79% 30.769 M $ 563119 2020/06/30 -88.871 K $ -0.31 %
2021/09/30 ABT ABBOTT LABS 1.76% 30.205 M $ 255691 2009/03/31 557.814 K $ 1.90 %
2021/09/30 PG PROCTER AND GAMBLE CO 1.75% 30.096 M $ 215281 2009/03/31 1.035 M $ 3.61 %
2021/09/30 NEE NEXTERA ENERGY INC 1.75% 30.029 M $ 382436 2013/06/30 1.983 M $ 7.15 %
2021/09/30 MA MASTERCARD INCORPORATED 1.73% 29.720 M $ 85482 2013/06/30 -1.468 M $ -4.77 %
2021/09/30 CVX CHEVRON CORP NEW 1.72% 29.592 M $ 291693 2009/03/31 -942.571 K $ -3.14 %
2021/09/30 META FACEBOOK INC 1.70% 29.194 M $ 86020 2013/06/30 -727.575 K $ -2.39 %
2021/09/30 PEP PEPSICO INC 1.65% 28.454 M $ 189175 2009/03/31 417.719 K $ 1.51 %
2021/09/30 DIS DISNEY WALT CO 1.64% 28.241 M $ 166939 2010/03/31 -1.082 M $ -3.75 %
2021/09/30 SUB ISHARES TR 1.60% 27.542 M $ 256040 2020/06/30 -59.735 K $ -0.23 %
2021/09/30 MCD MCDONALDS CORP 1.56% 26.813 M $ 111208 2012/12/31 1.101 M $ 4.38 %
2021/09/30 STZ CONSTELLATION BRANDS INC 1.54% 26.487 M $ 125714 2012/12/31 -2.791 M $ -9.92 %
2021/09/30 ZTS ZOETIS INC 1.53% 26.393 M $ 135950 2021/03/31 1.066 M $ 4.17 %
2021/09/30 SHM SPDR SER TR 1.51% 25.909 M $ 524471 2020/09/30 -78.337 K $ -0.32 %
2021/09/30 PNC PNC FINL SVCS GROUP INC 1.45% 24.947 M $ 127517 2012/03/31 621.941 K $ 2.56 %
2021/09/30 NOW SERVICENOW INC 1.42% 24.428 M $ 39257 2017/12/31 2.818 M $ 13.23 %
2021/09/30 MN MANNING & NAPIER INC 1.41% 24.269 M $ 2658118 2020/12/31 2.669 M $ 16.01 %
2021/09/30 HD HOME DEPOT INC 1.39% 23.939 M $ 72927 2012/12/31 663.602 K $ 2.94 %
2021/09/30 CHKP CHECK POINT SOFTWARE TECH LT 1.37% 23.595 M $ 208728 2013/09/30 -629.596 K $ -2.66 %
2021/09/30 SCHP SCHWAB STRATEGIC TR 1.33% 22.957 M $ 366843 2020/06/30 21.857 K $ 0.10 %
2021/09/30 UPS UNITED PARCEL SERVICE INC 1.33% 22.893 M $ 125719 2009/03/31 -3.270 M $ -12.44 %
2021/09/30 CB CHUBB LIMITED 1.32% 22.717 M $ 130951 2015/12/31 1.904 M $ 9.15 %
2021/09/30 RF REGIONS FINANCIAL CORP NEW 1.32% 22.653 M $ 1063000 2021/03/31 1.176 M $ 5.60 %
2021/09/30 LUV SOUTHWEST AIRLS CO 1.31% 22.569 M $ 438831 2012/12/31 -573.111 K $ -3.13 %
2021/09/30 ENB ENBRIDGE INC 1.31% 22.515 M $ 565692 2017/03/31 -134.161 K $ -0.60 %
2021/09/30 SBUX STARBUCKS CORP 1.30% 22.355 M $ 202658 2012/12/31 -307.572 K $ -1.34 %
2021/09/30 GD GENERAL DYNAMICS CORP 1.30% 22.292 M $ 113717 2012/12/31 880.752 K $ 4.13 %
2021/09/30 SCHX SCHWAB STRATEGIC TR 1.27% 21.815 M $ 209703 2017/06/30 12.122 K $ 0.06 %
2021/09/30 NVDA NVIDIA CORPORATION 1.26% 21.735 M $ 104919 2017/06/30 885.859 K $ 3.60 %
2021/09/30 XOM EXXON MOBIL CORP 1.26% 21.719 M $ 369241 2013/06/30 -1.522 M $ -6.75 %
2021/09/30 SCHR SCHWAB STRATEGIC TR 1.24% 21.360 M $ 376655 2020/06/30 -55.865 K $ -0.28 %
2021/09/30 TJX TJX COS INC NEW 1.22% 20.985 M $ 318057 2014/12/31 -451.562 K $ -2.14 %
2021/09/30 NEXTERA ENERGY INC 1.22% 20.934 M $ 409582 2020/12/31 688.521 K $ 3.46 %
2021/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.21% 20.825 M $ 186517 2021/03/31 -932.449 K $ -7.08 %
2021/09/30 MUB ISHARES TR 1.21% 20.739 M $ 178525 2020/06/30 -171.745 K $ -0.88 %
2021/09/30 HUM HUMANA INC 1.12% 19.303 M $ 49603 2019/06/30 -2.606 M $ -12.10 %
2021/09/30 INCY INCYTE CORP 1.00% 17.275 M $ 251161 2018/09/30 -3.671 M $ -18.25 %
2021/09/30 COLD AMERICOLD RLTY TR 0.90% 15.542 M $ 535016 2019/06/30 -4.577 M $ -23.25 %
2021/09/30 VTEB VANGUARD MUN BD FDS 0.84% 14.414 M $ 263180 2020/09/30 -129.701 K $ -0.96 %
2021/09/30 SCHO SCHWAB STRATEGIC TR 0.83% 14.276 M $ 278890 2020/06/30 -5.157 K $ -0.04 %
2021/09/30 ILMN ILLUMINA INC 0.80% 13.827 M $ 34090 2021/03/31 -2.210 M $ -13.88 %
2021/09/30 WMT WALMART INC 0.79% 13.591 M $ 97511 2021/09/30 0.000 $ 0.00 %
2021/09/30 QCOM QUALCOMM INC 0.75% 12.866 M $ 99749 2020/12/31 -1.351 M $ -9.76 %
2021/09/30 OLED UNIVERSAL DISPLAY CORP 0.68% 11.648 M $ 68135 2017/03/31 -3.416 M $ -23.10 %
2021/09/30 SPY SPDR S&P 500 ETF TR 0.57% 9.813 M $ 22867 2013/06/30 25.508 K $ 0.25 %
2021/09/30 IGIB ISHARES TR 0.44% 7.612 M $ 126740 2020/06/30 -54.409 K $ -0.76 %
2021/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.42% 7.166 M $ 14902 2013/06/30 -156.133 K $ -2.06 %
2021/09/30 EXAS EXACT SCIENCES CORP 0.35% 6.024 M $ 63110 2021/03/31 -1.653 M $ -23.22 %
2021/09/30 BNL BROADSTONE NET LEASE INC 0.25% 4.222 M $ 170177 2021/06/30 108.838 K $ 5.98 %
2021/09/30 IJR ISHARES TR 0.23% 3.963 M $ 36295 2013/03/31 -140.423 K $ -3.35 %
2021/09/30 SCHA SCHWAB STRATEGIC TR 0.22% 3.852 M $ 38481 2017/09/30 -156.059 K $ -3.92 %
2021/09/30 SCHM SCHWAB STRATEGIC TR 0.20% 3.447 M $ 44968 2017/09/30 -73.854 K $ -2.07 %
2021/09/30 SCHF SCHWAB STRATEGIC TR 0.19% 3.315 M $ 85648 2017/09/30 -65.496 K $ -1.93 %
2021/09/30 SCHV SCHWAB STRATEGIC TR 0.15% 2.634 M $ 39039 2021/03/31 -29.980 K $ -1.32 %
2021/09/30 CWST CASELLA WASTE SYS INC 0.15% 2.507 M $ 33015 2021/09/30 0.000 $ 0.00 %
2021/09/30 VOO VANGUARD INDEX FDS 0.12% 2.104 M $ 5334 2014/03/31 4.707 K $ 0.22 %
2021/09/30 VEA VANGUARD TAX-MANAGED INTL FD 0.12% 2.051 M $ 40623 2012/12/31 -41.697 K $ -2.00 %
2021/09/30 SCHE SCHWAB STRATEGIC TR 0.11% 1.807 M $ 59285 2017/09/30 -141.273 K $ -7.30 %
2021/09/30 PAYX PAYCHEX INC 0.09% 1.574 M $ 13993 2009/03/31 67.531 K $ 4.80 %
2021/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.08% 1.455 M $ 29097 2009/03/31 -126.574 K $ -7.92 %
2021/09/30 TMP TOMPKINS FINL CORP 0.08% 1.427 M $ 17632 2010/03/31 59.067 K $ 4.32 %
2021/09/30 RTX RAYTHEON TECHNOLOGIES CORP 0.08% 1.381 M $ 16065 2020/06/30 10.442 K $ 0.76 %
2021/09/30 ACWX ISHARES TR 0.08% 1.347 M $ 24313 2017/03/31 -51.057 K $ -3.65 %
2021/09/30 IJH ISHARES TR 0.07% 1.126 M $ 4281 2013/06/30 -24.453 K $ -2.12 %
2021/09/30 FNDF SCHWAB STRATEGIC TR 0.06% 1.058 M $ 32216 2021/03/31 -12.134 K $ -1.35 %
2021/09/30 IVV ISHARES TR 0.06% 963.000 K $ 2236 2013/06/30 2.054 K $ 0.21 %
2021/09/30 SCX STARRETT L S CO 0.05% 868.000 K $ 69525 2012/09/30 225.303 K $ 33.73 %
2021/09/30 EXEL EXELIXIS INC 0.05% 867.000 K $ 41000 2021/09/30 0.000 $ 0.00 %
2021/09/30 QQQ INVESCO QQQ TR 0.05% 832.000 K $ 2325 2018/06/30 8.136 K $ 1.00 %
2021/09/30 VFQY VANGUARD WELLINGTON FD 0.04% 748.000 K $ 6400 2020/09/30 -13.119 K $ -1.72 %
2021/09/30 ATR APTARGROUP INC 0.04% 692.000 K $ 5800 2019/03/31 -124.642 K $ -15.26 %
2021/09/30 GOOGL ALPHABET INC 0.04% 674.000 K $ 252 2015/09/30 56.791 K $ 9.50 %
2021/09/30 LOW LOWES COS INC 0.04% 658.000 K $ 3245 2009/03/31 28.848 K $ 4.59 %
2021/09/30 IWF ISHARES TR 0.03% 585.000 K $ 2135 2012/12/31 5.286 K $ 0.94 %
2021/09/30 UNH UNITEDHEALTH GROUP INC 0.03% 581.000 K $ 1488 2013/06/30 -14.035 K $ -2.42 %
2021/09/30 VB VANGUARD INDEX FDS 0.03% 579.000 K $ 2648 2013/06/30 -18.018 K $ -2.93 %
2021/09/30 IWM ISHARES TR 0.03% 571.000 K $ 2609 2013/06/30 -27.325 K $ -4.63 %
2021/09/30 NYF ISHARES TR 0.03% 550.000 K $ 9501 2020/06/30 -5.830 K $ -1.01 %
2021/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.03% 531.000 K $ 3823 2013/06/30 -18.919 K $ -5.23 %
2021/09/30 BX BLACKSTONE INC 0.03% 526.000 K $ 4524 2019/06/30 85.900 K $ 19.75 %
2021/09/30 VFVA VANGUARD WELLINGTON FD 0.03% 524.000 K $ 5300 2020/09/30 -4.770 K $ -0.90 %
2021/09/30 PANW PALO ALTO NETWORKS INC 0.03% 523.000 K $ 1092 2013/09/30 117.870 K $ 29.10 %
2021/09/30 UNP UNION PAC CORP 0.03% 511.000 K $ 2606 2012/12/31 -61.067 K $ -10.89 %
2021/09/30 AMGN AMGEN INC 0.03% 506.000 K $ 2380 2013/06/30 -76.910 K $ -12.75 %
2021/09/30 LQD ISHARES TR 0.03% 503.000 K $ 3780 2020/06/30 -5.027 K $ -0.99 %
2021/09/30 MRK MERCK & CO INC 0.03% 454.000 K $ 6042 2013/06/30 -16.045 K $ -3.42 %
2021/09/30 SCHD SCHWAB STRATEGIC TR 0.03% 450.000 K $ 6060 2018/12/31 -8.315 K $ -1.82 %