10-15 ASSOCIATES, INC.

data from 30/09/2020

Capitalization

$ 515.688 M 3.98 %

Average holding period

14 ans

Performance

$ 155.010 M 47.16 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in 10-15 ASSOCIATES, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/09/30 VZ VERIZON COMMUNICATIONS INC 7.59% 39.161 M $ 658274 2013/06/30 3.001 M $ 7.91 %
2020/09/30 IWM ISHARES TR 4.63% 23.897 M $ 159538 2020/09/30 0.000 $ 0.00 %
2020/09/30 MSFT MICROSOFT CORP 4.03% 20.759 M $ 98695 2013/06/30 671.033 K $ 3.35 %
2020/09/30 ACN ACCENTURE PLC IRELAND 3.07% 15.832 M $ 70055 2018/12/31 828.705 K $ 5.25 %
2020/09/30 JNJ JOHNSON & JOHNSON 3.05% 15.725 M $ 105623 2013/06/30 1.037 M $ 5.87 %
2020/09/30 PEP PEPSICO INC 2.90% 14.974 M $ 108034 2013/06/30 671.881 K $ 4.79 %
2020/09/30 GIS GENERAL MLS INC 2.90% 14.947 M $ 242325 2018/06/30 7.355 K $ 0.05 %
2020/09/30 MRK MERCK & CO. INC 2.86% 14.768 M $ 178038 2013/12/31 998.128 K $ 7.25 %
2020/09/30 PG PROCTER AND GAMBLE CO 2.80% 14.442 M $ 103908 2013/06/30 2.062 M $ 16.24 %
2020/09/30 CMCSA COMCAST CORP NEW 2.76% 14.213 M $ 307233 2013/06/30 2.214 M $ 18.68 %
2020/09/30 JPM JPMORGAN CHASE & CO 2.73% 14.089 M $ 146354 2013/06/30 314.812 K $ 2.35 %
2020/09/30 INTC INTEL CORP 2.69% 13.858 M $ 267636 2016/03/31 -2.134 M $ -13.46 %
2020/09/30 PFE PFIZER INC 2.69% 13.851 M $ 377404 2014/03/31 1.537 M $ 12.22 %
2020/09/30 UPS UNITED PARCEL SERVICE INC 2.57% 13.263 M $ 79596 2018/03/31 6.500 M $ 49.87 %
2020/09/30 ELV ANTHEM INC 2.56% 13.186 M $ 49094 2018/09/30 274.256 K $ 2.13 %
2020/09/30 AAPL APPLE INC 2.53% 13.070 M $ 112854 2014/09/30 3.560 M $ 26.98 %
2020/09/30 GSK GLAXOSMITHKLINE PLC 2.48% 12.770 M $ 339263 2014/12/31 -874.024 K $ -6.18 %
2020/09/30 CSCO CISCO SYS INC 2.32% 11.972 M $ 303940 2017/03/31 -2.186 M $ -15.54 %
2020/09/30 AMAT APPLIED MATLS INC 2.28% 11.732 M $ 197350 2020/09/30 0.000 $ 0.00 %
2020/09/30 LYB LYONDELLBASELL INDUSTRIES N 2.15% 11.106 M $ 157552 2016/09/30 708.755 K $ 7.26 %
2020/09/30 CB CHUBB LIMITED 2.15% 11.098 M $ 95575 2018/09/30 -1.002 M $ -8.29 %
2020/09/30 LMT LOCKHEED MARTIN CORP 2.11% 10.880 M $ 28386 2015/09/30 498.492 K $ 5.03 %
2020/09/30 KKR KKR & CO INC 2.09% 10.793 M $ 314287 2018/09/30 1.093 M $ 11.21 %
2020/09/30 SPY SPDR S&P 500 ETF TR 2.01% 10.352 M $ 30912 2019/03/31 734.032 K $ 8.60 %
2020/09/30 GD GENERAL DYNAMICS CORP 1.98% 10.201 M $ 73692 2019/12/31 -791.733 K $ -7.38 %
2020/09/30 SAP SAP SE 1.82% 9.395 M $ 60295 2019/09/30 1.467 M $ 11.29 %
2020/09/30 RDS-B ROYAL DUTCH SHELL PLC 1.70% 8.767 M $ 361978 2016/09/30 -2.246 M $ -20.46 %
2020/09/30 EPD ENTERPRISE PRODS PARTNERS L 1.34% 6.898 M $ 436885 2013/06/30 -1.013 M $ -13.10 %
2020/09/30 BA BOEING CO 1.14% 5.876 M $ 35554 2013/06/30 -651.713 K $ -9.84 %
2020/09/30 NOBL PROSHARES TR 1.09% 5.610 M $ 77750 2015/06/30 309.667 K $ 7.13 %
2020/09/30 EEM ISHARES TR 0.92% 4.760 M $ 107972 2019/03/31 151.072 K $ 10.25 %
2020/09/30 AMGN AMGEN INC 0.89% 4.597 M $ 18086 2013/06/30 344.113 K $ 7.76 %
2020/09/30 AMZN AMAZON COM INC 0.81% 4.178 M $ 1327 2018/06/30 533.130 K $ 14.14 %
2020/09/30 GOOGL ALPHABET INC 0.79% 4.074 M $ 2780 2016/06/30 139.753 K $ 3.36 %
2020/09/30 JD JD.COM INC 0.75% 3.846 M $ 49558 2017/12/31 864.092 K $ 28.97 %
2020/09/30 DIS DISNEY WALT CO 0.71% 3.650 M $ 29415 2013/06/30 418.769 K $ 11.27 %
2020/09/30 FDX FEDEX CORP 0.66% 3.409 M $ 13552 2015/09/30 1.526 M $ 79.37 %
2020/09/30 SBUX STARBUCKS CORP 0.62% 3.214 M $ 37410 2018/09/30 475.555 K $ 16.76 %
2020/09/30 EA ELECTRONIC ARTS INC 0.62% 3.196 M $ 24507 2019/12/31 -41.277 K $ -1.24 %
2020/09/30 CP CANADIAN PAC RY LTD 0.59% 3.036 M $ 9974 2013/06/30 518.201 K $ 19.23 %
2020/09/30 CARR CARRIER GLOBAL CORPORATION 0.56% 2.907 M $ 95171 2020/06/30 1.234 M $ 37.45 %
2020/09/30 OTEX OPEN TEXT CORP 0.55% 2.855 M $ 67600 2019/03/31 -16.600 K $ -0.57 %
2020/09/30 XLV SELECT SECTOR SPDR TR 0.55% 2.824 M $ 26772 2019/09/30 78.861 K $ 5.41 %
2020/09/30 BAC BK OF AMERICA CORP 0.54% 2.783 M $ 115516 2013/06/30 40.011 K $ 1.43 %
2020/09/30 ZTS ZOETIS INC 0.54% 2.771 M $ 16758 2013/12/31 781.766 K $ 20.67 %
2020/09/30 QUAL ISHARES TR 0.53% 2.731 M $ 26323 2020/03/31 119.356 K $ 8.15 %
2020/09/30 APD AIR PRODS & CHEMS INC 0.52% 2.689 M $ 9026 2013/06/30 540.988 K $ 23.36 %
2020/09/30 MOAT VANECK VECTORS ETF TR 0.50% 2.581 M $ 47287 2019/03/31 101.602 K $ 4.52 %
2020/09/30 XLY SPDR Consumer Discretionary ET 0.49% 2.512 M $ 17090 2020/09/30 0.000 $ 0.00 %
2020/09/30 ABBV ABBVIE INC 0.48% 2.500 M $ 28537 2015/03/31 -1.809 M $ -10.79 %
2020/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.48% 2.454 M $ 40698 2019/12/31 55.514 K $ 2.53 %
2020/09/30 ALB ALBEMARLE CORP 0.47% 2.412 M $ 27020 2018/03/31 338.116 K $ 15.63 %
2020/09/30 CVS CVS HEALTH CORP 0.46% 2.394 M $ 40990 2015/09/30 -269.245 K $ -10.11 %
2020/09/30 NTR NUTRIEN LTD 0.43% 2.228 M $ 56791 2018/03/31 393.269 K $ 22.21 %
2020/09/30 CBRE CBRE GROUP INC 0.42% 2.190 M $ 46635 2019/09/30 80.316 K $ 3.87 %
2020/09/30 ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.42% 2.169 M $ 8593 2019/03/31 -39.384 K $ -1.36 %
2020/09/30 SPIB SPDR SER TR 0.42% 2.157 M $ 58672 2020/03/31 4.440 K $ 0.63 %
2020/09/30 ADI ANALOG DEVICES INC 0.40% 2.062 M $ 17666 2017/09/30 -107.079 K $ -4.81 %
2020/09/30 EMR EMERSON ELEC CO 0.40% 2.055 M $ 31335 2020/06/30 94.641 K $ 5.71 %
2020/09/30 XLNX XILINX INC 0.39% 2.033 M $ 19502 2018/09/30 607.926 K $ 5.95 %
2020/09/30 ICLN ISHARES TR 0.38% 1.942 M $ 105050 2020/09/30 0.000 $ 0.00 %
2020/09/30 BX BLACKSTONE GROUP INC 0.35% 1.785 M $ 34195 2019/09/30 -158.744 K $ -7.87 %
2020/09/30 XOM EXXON MOBIL CORP 0.32% 1.671 M $ 48666 2013/06/30 -477.680 K $ -23.23 %
2020/09/30 VRSK VERISK ANALYTICS INC 0.30% 1.541 M $ 8318 2015/06/30 125.684 K $ 8.88 %
2020/09/30 KMI KINDER MORGAN INC DEL 0.29% 1.517 M $ 123019 2017/12/31 -336.906 K $ -18.72 %
2020/09/30 IVV ISHARES TR 0.20% 1.053 M $ 3133 2020/09/30 0.000 $ 0.00 %
2020/09/30 NEE NEXTERA ENERGY INC 0.19% 959.000 K $ 3454 2013/06/30 137.145 K $ 15.57 %
2020/09/30 T AT&T INC 0.16% 811.000 K $ 28454 2013/06/30 -47.606 K $ -5.69 %
2020/09/30 TSLA Tesla Inc 0.16% 801.000 K $ 1868 2020/06/30 341.913 K $ 98.53 %
2020/09/30 IBB ISHARES TR 0.15% 759.000 K $ 5606 2013/06/30 -8.305 K $ -0.94 %
2020/09/30 QQQ INVESCO QQQ TR 0.14% 708.000 K $ 2550 2018/06/30 96.435 K $ 12.21 %
2020/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.13% 666.000 K $ 12705 2014/03/31 35.996 K $ 4.17 %
2020/09/30 AXP AMERICAN EXPRESS CO 0.12% 630.000 K $ 6288 2019/06/30 31.744 K $ 5.31 %
2020/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.12% 614.000 K $ 2212 2013/06/30 60.205 K $ 7.61 %
2020/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.10% 501.000 K $ 4117 2017/09/30 2.011 K $ 0.74 %
2020/09/30 STL STERLING BANCORP DEL 0.10% 499.000 K $ 47415 2015/06/30 -56.898 K $ -10.23 %
2020/09/30 META FACEBOOK INC 0.09% 474.000 K $ 1811 2015/12/31 64.714 K $ 15.34 %
2020/09/30 HCA HCA Healthcare Inc 0.09% 446.000 K $ 3580 2019/03/31 109.927 K $ 28.48 %
2020/09/30 SAM BOSTON BEER INC 0.08% 420.000 K $ 475 2020/06/30 164.687 K $ 64.58 %
2020/09/30 MA MASTERCARD INCORPORATED 0.08% 417.000 K $ 1233 2018/03/31 52.365 K $ 14.35 %
2020/09/30 HSY HERSHEY CO 0.08% 405.000 K $ 2827 2013/06/30 41.749 K $ 10.60 %
2020/09/30 SPLV INVESCO EXCH TRADED FD TR II 0.07% 360.000 K $ 6715 2019/03/31 204.375 K $ 7.97 %
2020/09/30 ED CONSOLIDATED EDISON INC 0.06% 327.000 K $ 4205 2013/06/30 25.728 K $ 8.17 %
2020/09/30 QCOM QUALCOMM INC 0.06% 318.000 K $ 2704 2020/06/30 70.886 K $ 29.05 %
2020/09/30 MOO VANECK VECTORS ETF TR 0.05% 278.000 K $ 4112 2016/09/30 34.556 K $ 12.21 %
2020/09/30 REGN Regeneron Pharmaceuticals 0.05% 246.000 K $ 440 2020/03/31 -28.102 K $ -10.26 %
2020/09/30 AMP Ameriprise Financial 0.04% 231.000 K $ 1502 2019/12/31 6.109 K $ 2.72 %
2020/09/30 KO COCA COLA CO 0.04% 205.000 K $ 4151 2015/06/30 51.055 K $ 10.51 %
2020/09/30 SIRI SIRIUS XM HOLDINGS INC 0.03% 134.000 K $ 24948 2014/09/30 -12.812 K $ -8.72 %
2020/09/30 F FORD MTR CO DEL 0.02% 97.000 K $ 14613 2014/09/30 8.867 K $ 9.53 %
2020/09/30 FSP Franklin Street Properties 0.01% 75.000 K $ 20580 2019/06/30 -29.429 K $ -28.03 %
2020/09/30 ENDP Endo International PLC 0.01% 40.000 K $ 12021 2020/03/31 -1.562 K $ -3.81 %
2020/09/30 VISTRA CORP 0.00% 6.000 K $ 10194 2018/06/30 0.000 $ 0.00 %
2020/09/30 BRISTOL-MYERS SQUIBB CO 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2020/09/30 XLI SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2020/09/30 PKW INVESCO EXCHANGE TRADED FD T 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2020/09/30 GLD SPDR GOLD TR 0.00% 0.000 $ 0 2017/09/30 0.000 $ 0.00 %
2020/09/30 RTX RAYTHEON TECHNOLOGIES CORP 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2020/09/30 RWR SPDR SER TR 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2020/09/30 GWPH GW PHARMACEUTICALS PLC 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %