P.R. Herzig & Co. Inc.

data from 30/06/2018

Capitalization

$ 45.944 M -7.63 %

Average holding period

15 ans

Performance

$ 19.332 M 18 258.94 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in P.R. Herzig & Co. Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/06/30 GM GENERAL MTRS CO 6.83% 3.138 M $ 79657 2011/09/30 246.635 K $ 8.42 %
2018/06/30 MSFT MICROSOFT CORP 6.29% 2.888 M $ 29286 2010/09/30 248.715 K $ 8.04 %
2018/06/30 AMGN AMGEN INC 4.76% 2.187 M $ 11850 2015/09/30 185.828 K $ 8.28 %
2018/06/30 SU SUNCOR ENERGY INC NEW 4.14% 1.903 M $ 46772 2016/03/31 327.888 K $ 17.77 %
2018/06/30 TPR TAPESTRY INC 3.94% 1.812 M $ 38800 2017/12/31 -266.874 K $ -11.21 %
2018/06/30 KSU KANSAS CITY SOUTHERN 3.86% 1.773 M $ 16730 2016/12/31 -71.303 K $ -3.54 %
2018/06/30 AAPL APPLE INC 3.76% 1.729 M $ 9340 2011/09/30 162.288 K $ 10.32 %
2018/06/30 AEM AGNICO EAGLE MINES LTD 3.74% 1.720 M $ 37519 2012/06/30 148.542 K $ 8.94 %
2018/06/30 QCOM QUALCOMM INC 3.66% 1.682 M $ 29975 2010/09/30 24.832 K $ 1.28 %
2018/06/30 SENEA SENECA FOODS CORP NEW 3.51% 1.611 M $ 59650 2006/12/31 -51.484 K $ -2.53 %
2018/06/30 BG BUNGE LIMITED 3.43% 1.575 M $ 22600 2016/12/31 -103.740 K $ -5.72 %
2018/06/30 NEM NEWMONT MINING CORP 3.42% 1.570 M $ 41625 2006/12/31 -66.911 K $ -3.48 %
2018/06/30 BMY BRISTOL MYERS SQUIBB CO 3.32% 1.525 M $ 27550 2006/12/31 -211.584 K $ -12.51 %
2018/06/30 XOM EXXON MOBIL CORP 3.10% 1.423 M $ 17200 2015/12/31 153.833 K $ 10.89 %
2018/06/30 PFE PFIZER INC 3.04% 1.395 M $ 38457 2015/12/31 34.702 K $ 2.23 %
2018/06/30 AMZN AMAZON COM INC 2.94% 1.351 M $ 795 2016/09/30 172.893 K $ 17.45 %
2018/06/30 WY WEYERHAEUSER CO 2.93% 1.348 M $ 36976 2015/12/31 25.112 K $ 4.17 %
2018/06/30 META FACEBOOK INC 2.69% 1.237 M $ 6365 2016/06/30 171.786 K $ 21.61 %
2018/06/30 XBI SPDR SERIES TRUST 2.68% 1.230 M $ 12925 2016/09/30 108.878 K $ 8.51 %
2018/06/30 UNH UNITEDHEALTH GROUP INC 2.67% 1.227 M $ 5000 2013/09/30 156.700 K $ 14.64 %
2018/06/30 C CITIGROUP INC 2.54% 1.168 M $ 17450 2014/12/31 -11.788 K $ -0.86 %
2018/06/30 V VISA INC 2.42% 1.113 M $ 8400 2013/09/30 107.771 K $ 10.72 %
2018/06/30 PYPL PAYPAL HLDGS INC 2.16% 992.000 K $ 11910 2017/03/31 88.133 K $ 9.75 %
2018/06/30 GSK GLAXOSMITHKLINE PLC 1.92% 883.000 K $ 21907 2015/06/30 26.040 K $ 2.54 %
2018/06/30 CSX CSX CORP 1.80% 826.000 K $ 12950 2017/12/31 105.313 K $ 14.49 %
2018/06/30 BKNG BOOKING HLDGS INC 1.65% 760.000 K $ 375 2018/03/31 -22.918 K $ -2.56 %
2018/06/30 GOOGL ALPHABET INC 1.57% 723.000 K $ 640 2015/12/31 58.880 K $ 8.87 %
2018/06/30 ORLY O REILLY AUTOMOTIVE INC NEW 1.39% 639.000 K $ 2335 2013/09/30 61.153 K $ 10.58 %
2018/06/30 LH LABORATORY CORP AMER HLDGS 1.11% 512.000 K $ 2850 2017/09/30 37.325 K $ 10.98 %
2018/06/30 HAL HALLIBURTON CO 1.08% 496.000 K $ 11000 2018/03/31 -20.679 K $ -4.01 %
2018/06/30 CEF SPROTT PHYSICAL GOLD & SILVE 0.93% 426.000 K $ 34000 2018/03/31 -28.497 K $ -5.22 %
2018/06/30 PHM PULTE GROUP INC 0.89% 408.000 K $ 14200 2017/03/31 -38.405 K $ -2.51 %
2018/06/30 GOLDCORP INC NEW 0.86% 395.000 K $ 28800 2016/03/31 -2.195 K $ -0.65 %
2018/06/30 SPY SPDR S&P 500 ETF TR 0.81% 373.000 K $ 1375 2013/09/30 13.617 K $ 3.09 %
2018/06/30 AMT AMERICAN TOWER CORP NEW 0.80% 368.000 K $ 2550 2016/09/30 -5.206 K $ -0.80 %
2018/06/30 GOOG ALPHABET INC 0.79% 361.000 K $ 324 2015/12/31 27.151 K $ 8.13 %
2018/06/30 JNJ JOHNSON & JOHNSON 0.63% 291.000 K $ 2400 2011/12/31 -16.344 K $ -5.31 %
2018/06/30 FNF FIDELITY NATIONAL FINANCIAL 0.57% 261.000 K $ 6931 2014/09/30 -16.651 K $ -6.01 %
2018/06/30 F FORD MTR CO DEL 0.51% 232.000 K $ 20957 2016/03/31 -1.260 K $ -0.09 %
2018/06/30 MCD MCDONALDS CORP 0.49% 227.000 K $ 1451 2017/06/30 449.000 $ 0.20 %
2018/06/30 FOLD AMICUS THERAPEUTICS INC 0.34% 156.000 K $ 10000 2018/06/30 0.000 $ 0.00 %
2018/06/30 GOLDEN STAR RES LTD CDA 0.02% 10.000 K $ 15000 2015/09/30 1.000 K $ 11.11 %
2018/06/30 AOS SMITH A O 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/06/30 SYK STRYKER CORP 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2018/06/30 GE GENERAL ELECTRIC CO 0.00% 0.000 $ 0 2006/12/31 0.000 $ 0.00 %