Vigilant Capital Management, LLC

data from 30/06/2023

Capitalization

$ 1.338 B 8.59 %

Average holding period

14 ans

Performance

$ 518.747 M 87.59 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Vigilant Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/06/30 AAPL Apple Inc 4.38% 58.636 M $ 302295 2013/06/30 8.906 M $ 17.63 %
2023/06/30 MSFT Microsoft Corp 4.16% 55.669 M $ 163474 2013/06/30 8.691 M $ 18.12 %
2023/06/30 JPM JPMorgan Chase & Co 3.44% 46.058 M $ 316682 2013/06/30 4.741 M $ 11.61 %
2023/06/30 ACN Accenture PLC 3.40% 45.514 M $ 147494 2013/06/30 3.283 M $ 7.97 %
2023/06/30 V Visa Inc 3.24% 43.372 M $ 182632 2015/03/31 2.178 M $ 5.33 %
2023/06/30 ABT Abbott Laboratories 3.17% 42.463 M $ 389496 2013/06/30 2.933 M $ 7.66 %
2023/06/30 UNH UnitedHealth Group Incorporated 3.14% 41.969 M $ 87318 2016/06/30 665.115 K $ 1.70 %
2023/06/30 HD Home Depot Inc 3.05% 40.775 M $ 131261 2013/06/30 1.977 M $ 5.26 %
2023/06/30 LIN Linde Plc 3.04% 40.731 M $ 106883 2023/03/31 2.717 M $ 7.21 %
2023/06/30 AMZN Amazon.com, Inc. 2.67% 35.759 M $ 274308 2013/06/30 7.452 M $ 26.21 %
2023/06/30 UNP Union Pacific Corp 2.52% 33.666 M $ 164531 2013/06/30 543.772 K $ 1.67 %
2023/06/30 MMC Marsh & McLennan Companies Inc 2.37% 31.725 M $ 168680 2013/06/30 3.601 M $ 12.93 %
2023/06/30 ABBV AbbVie Inc 2.33% 31.192 M $ 231517 2013/06/30 -5.549 M $ -15.46 %
2023/06/30 ASML ASML Holding NV ADR 2.31% 30.871 M $ 42596 2020/12/31 1.871 M $ 6.47 %
2023/06/30 IAU iShares Gold Trust 2.30% 30.807 M $ 846589 2021/06/30 -812.534 K $ -2.62 %
2023/06/30 PEP PepsiCo Inc 2.26% 30.172 M $ 162900 2013/06/30 461.868 K $ 1.60 %
2023/06/30 AZN AstraZeneca Plc ADR 2.24% 29.974 M $ 418805 2016/12/31 905.057 K $ 3.11 %
2023/06/30 WM Waste Management, Inc 2.21% 29.607 M $ 170723 2016/06/30 1.740 M $ 6.28 %
2023/06/30 TSM Taiwan Semiconductor Manufacturing Co Ltd 2.15% 28.800 M $ 285374 2015/09/30 2.155 M $ 8.49 %
2023/06/30 NXPI NXP Semiconductors NV 2.12% 28.388 M $ 138695 2014/09/30 2.455 M $ 9.76 %
2023/06/30 STZ Constellation Brand 2.09% 27.958 M $ 113592 2017/06/30 2.247 M $ 8.96 %
2023/06/30 TTE TotalEnergies SE Sponsored ADR 2.04% 27.312 M $ 473840 2018/03/31 -660.453 K $ -2.39 %
2023/06/30 VRSK Verisk Analytics Inc 2.04% 27.228 M $ 120462 2019/09/30 4.149 M $ 17.81 %
2023/06/30 SHW Sherwin Williams Co 2.01% 26.912 M $ 101356 2018/03/31 4.045 M $ 18.13 %
2023/06/30 IQV IQVIA Holdings Inc 1.99% 26.686 M $ 118727 2021/09/30 2.957 M $ 13.01 %
2023/06/30 ALLE Allegion PLC 1.96% 26.239 M $ 218622 2015/12/31 2.729 M $ 12.45 %
2023/06/30 HLI Houlihan Lokey Inc 1.96% 26.160 M $ 266093 2021/09/30 2.782 M $ 12.37 %
2023/06/30 CHD Church & Dwight Co., Inc. 1.95% 26.142 M $ 260823 2014/03/31 3.090 M $ 13.37 %
2023/06/30 AWK American Water Works Company, Inc. 1.83% 24.476 M $ 171463 2016/06/30 -627.160 K $ -2.55 %
2023/06/30 LHX L3Harris Technologies Inc. 1.70% 22.711 M $ 116008 2019/12/31 -53.329 K $ -0.24 %
2023/06/30 NKE Nike Inc 1.64% 21.903 M $ 198450 2013/06/30 -2.394 M $ -10.00 %
2023/06/30 COP ConocoPhillips 1.64% 21.903 M $ 211395 2018/03/31 902.286 K $ 4.44 %
2023/06/30 CCI Crown Castle International Corp 1.40% 18.677 M $ 163915 2017/12/31 -3.214 M $ -14.87 %
2023/06/30 ARE Alexandria Real Estate Equities, Inc 1.38% 18.399 M $ 162118 2020/12/31 -1.890 M $ -9.63 %
2023/06/30 JAAA Janus Henderson AAA CLO ETF 1.28% 17.174 M $ 344518 2021/12/31 111.212 K $ 0.69 %
2023/06/30 ISRG Intuitive Surgical, Inc. 1.25% 16.685 M $ 48794 2020/03/31 4.340 M $ 33.85 %
2023/06/30 NOW ServiceNow, Inc. 1.14% 15.296 M $ 27219 2022/06/30 2.515 M $ 20.93 %
2023/06/30 GOOGL Alphabet Inc Cap Stk Cl A 1.12% 14.991 M $ 125239 2015/12/31 1.915 M $ 15.40 %
2023/06/30 BR Broadridge Financial Solutions, Inc. 1.11% 14.895 M $ 89928 2019/12/31 1.682 M $ 13.00 %
2023/06/30 LZAGY Lonza Group AG Unsponsored ADR 1.07% 14.373 M $ 240842 2019/12/31 -53.179 K $ -0.37 %
2023/06/30 BKR Baker Hughes Co 1.04% 13.960 M $ 441621 2021/06/30 1.210 M $ 9.53 %
2023/06/30 ADYEY Adyen N.V. Unsponsored ADR 1.02% 13.709 M $ 792905 2020/12/31 1.136 M $ 9.15 %
2023/06/30 TT Trane Technologies PLC Class A 0.99% 13.180 M $ 68911 2020/09/30 491.756 K $ 3.96 %
2023/06/30 H Hyatt Hotels Corp 0.98% 13.112 M $ 114435 2023/03/31 313.568 K $ 2.50 %
2023/06/30 GLD SPDR Gold Shares 0.67% 8.989 M $ 50423 2013/06/30 -252.662 K $ -2.70 %
2023/06/30 PFE Pfizer Inc 0.23% 3.072 M $ 83759 2013/06/30 -347.147 K $ -10.10 %
2023/06/30 PG Procter & Gamble Co 0.21% 2.770 M $ 18257 2013/06/30 59.087 K $ 2.05 %
2023/06/30 JNJ Johnson & Johnson 0.20% 2.628 M $ 15880 2013/06/30 151.603 K $ 6.79 %
2023/06/30 AME Ametek Inc 0.17% 2.239 M $ 13829 2017/12/31 228.869 K $ 11.39 %
2023/06/30 ROK Rockwell Automation, Inc. 0.15% 1.945 M $ 5904 2021/12/31 212.544 K $ 12.26 %
2023/06/30 LLY Lilly Eli & Co 0.14% 1.864 M $ 3976 2017/12/31 530.616 K $ 36.57 %
2023/06/30 CL Colgate-Palmolive Co 0.13% 1.747 M $ 22676 2013/06/30 43.613 K $ 2.52 %
2023/06/30 CAT Caterpillar Inc 0.12% 1.585 M $ 6442 2013/06/30 81.609 K $ 7.52 %
2023/06/30 BRK-B Berkshire Hathaway Inc Class B 0.11% 1.439 M $ 4220 2013/06/30 118.445 K $ 10.44 %
2023/06/30 ORLY O'Reilly Automotive, Inc 0.10% 1.345 M $ 1408 2019/03/31 160.649 K $ 12.52 %
2023/06/30 GOOG Alphabet Inc Cap Stk Cl C 0.10% 1.286 M $ 10628 2015/12/31 105.858 K $ 16.31 %
2023/06/30 XOM Exxon Mobil Corporation 0.09% 1.220 M $ 11372 2013/06/30 -21.793 K $ -2.20 %
2023/06/30 VUG Vanguard Index Fds Growth ETF 0.09% 1.146 M $ 4050 2017/12/31 149.163 K $ 13.44 %
2023/06/30 LOW Lowe's Companies Inc 0.07% 976.000 K $ 4323 2013/12/31 107.113 K $ 12.87 %
2023/06/30 AMGN Amgen Inc 0.07% 917.000 K $ 4129 2013/06/30 -63.708 K $ -8.16 %
2023/06/30 CSX CSX Corp 0.07% 871.000 K $ 25553 2014/09/30 44.524 K $ 13.91 %
2023/06/30 ICLN iShares Global Clean Energy 0.06% 860.000 K $ 46717 2014/12/31 -61.571 K $ -6.97 %
2023/06/30 FNDB Schwab Fundamental US Broad Market ETF 0.06% 821.000 K $ 14471 2021/06/30 36.879 K $ 4.82 %
2023/06/30 SPY SPDR S&P 500 ETF 0.06% 794.000 K $ 1790 2013/06/30 57.918 K $ 8.27 %
2023/06/30 SPYG SPDR S&P 500 Growth 0.06% 793.000 K $ 13000 2021/03/31 73.449 K $ 10.20 %
2023/06/30 IBM International Business Machines Corp 0.06% 788.000 K $ 5889 2013/06/30 16.018 K $ 2.07 %
2023/06/30 HUM Humana Inc 0.06% 782.000 K $ 1750 2014/12/31 -67.077 K $ -7.89 %
2023/06/30 MRK Merck & Co Inc 0.06% 775.000 K $ 6719 2013/06/30 60.471 K $ 8.46 %
2023/06/30 ORCL Oracle Corp 0.06% 774.000 K $ 6497 2019/09/30 165.656 K $ 28.17 %
2023/06/30 BAC Bank Of America 0.05% 730.000 K $ 25452 2017/12/31 490.000 $ 0.31 %
2023/06/30 TJX TJX Companies Inc 0.05% 709.000 K $ 8361 2014/03/31 56.654 K $ 8.21 %
2023/06/30 MDY SPDR S&P MidCap 400 ETF 0.05% 702.000 K $ 1465 2020/09/30 30.032 K $ 4.47 %
2023/06/30 AON Aon Corp Com 0.05% 692.000 K $ 2005 2020/06/30 59.969 K $ 9.49 %
2023/06/30 BMY Bristol-Myers Squibb Company 0.05% 687.000 K $ 10749 2013/06/30 -52.790 K $ -7.73 %
2023/06/30 NEE NextEra Energy Inc 0.05% 661.000 K $ 8913 2014/03/31 -21.349 K $ -3.74 %
2023/06/30 KO Coca-Cola Co 0.05% 659.000 K $ 10946 2013/06/30 -18.643 K $ -2.92 %
2023/06/30 DIS Walt Disney Co 0.05% 651.000 K $ 7297 2013/06/30 -90.391 K $ -10.84 %
2023/06/30 CMI Cummins Inc Com 0.05% 629.000 K $ 2565 2017/12/31 17.270 K $ 2.63 %
2023/06/30 CB Chubb Ltd 0.05% 621.000 K $ 3224 2015/12/31 -5.222 K $ -0.83 %
2023/06/30 VTV Vanguard Value ETF 0.05% 609.000 K $ 4284 2021/03/31 17.093 K $ 2.89 %
2023/06/30 NSRGY Nestle SA 0.05% 602.000 K $ 5001 2014/03/31 -5.796 K $ -1.10 %
2023/06/30 BDX Becton Dickinson & Co 0.04% 597.000 K $ 2263 2015/12/31 37.271 K $ 6.66 %
2023/06/30 SCHB Schwab US Broad Market ETF 0.04% 591.000 K $ 11431 2013/06/30 44.002 K $ 8.03 %
2023/06/30 UPS United Parcel Service Inc (UPS) 0.04% 575.000 K $ 3207 2014/03/31 -45.797 K $ -7.59 %
2023/06/30 DIA SPDR Dow Jones Industrial Average ETF 0.04% 572.000 K $ 1664 2013/06/30 18.686 K $ 3.38 %
2023/06/30 CVX Chevron Corp 0.04% 557.000 K $ 3540 2013/06/30 -22.891 K $ -3.56 %
2023/06/30 RTX Raytheon Technologies Corporation 0.04% 550.000 K $ 5619 2020/06/30 163.000 $ 0.03 %
2023/06/30 MCD McDonald's Corp 0.04% 545.000 K $ 1828 2013/06/30 32.712 K $ 6.72 %
2023/06/30 CSCO Cisco Systems Inc 0.04% 517.000 K $ 9991 2014/06/30 -5.738 K $ -1.03 %
2023/06/30 ILCB iShares Morningstar Large-Cap ETF 0.04% 512.000 K $ 8384 2020/12/31 39.153 K $ 8.28 %
2023/06/30 VTI Vanguard Total Stock Market ETF 0.04% 509.000 K $ 2313 2013/06/30 34.495 K $ 7.93 %
2023/06/30 TXN Texas Instruments Inc 0.04% 507.000 K $ 2814 2017/12/31 -16.580 K $ -3.22 %
2023/06/30 MA Mastercard Inc Cl A 0.04% 490.000 K $ 1247 2017/12/31 19.338 K $ 8.23 %
2023/06/30 MDLZ Mondelez International Inc 0.04% 489.000 K $ 6699 2013/06/30 13.794 K $ 4.61 %
2023/06/30 UL Unilever Plc Adr New 0.04% 479.000 K $ 9185 2020/06/30 2.549 K $ 0.39 %
2023/06/30 SYY Sysco Corp 0.03% 465.000 K $ 6267 2013/06/30 -18.989 K $ -3.92 %
2023/06/30 AXP American Express Co 0.03% 453.000 K $ 2600 2018/12/31 23.125 K $ 5.61 %
2023/06/30 HON Honeywell International 0.03% 451.000 K $ 2172 2016/06/30 22.473 K $ 8.58 %
2023/06/30 COST Costco Wholesale Corp 0.03% 449.000 K $ 834 2014/09/30 31.547 K $ 8.35 %
2023/06/30 PH Parker Hannifin Corp Com 0.03% 415.000 K $ 1064 2017/12/31 56.410 K $ 16.03 %