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LOCKHEED MARTIN INVESTMENT MANAGEMENT CO

Q2 2023 · 13F-HR

LOCKHEED MARTIN INVESTMENT MANAGEMENT COholdings as filed

Filed 2023-08-14 · accession 0000897599-23-000005

$1.74B
Reported value
141
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLApple Inc$145.8M8.37%751,510CommonSOLE
464287242LQDiShares iBoxx $ Investment Grade Corporate Bond ETF$145.0M8.32%1,340,700CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$98.5M5.65%1,997,500CommonSOLE
921932885IVOOVanguard S&P Mid-Cap 400 ETF$86.8M4.98%980,000CommonSOLE
92206C813VCLTVanguard Long-Term Corporate Bond ETF$84.6M4.86%1,077,800CommonSOLE
922908363VOOVanguard S&P 500 ETF$78.7M4.52%193,300CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$69.7M4.00%1,033,100CommonSOLE
594918104MSFTMicrosoft Corp$67.8M3.89%198,980CommonSOLE
921943858VEAVanguard FTSE Developed Markets ETF$57.7M3.31%1,250,000CommonSOLE
921937835BNDVanguard Total Bond Market ETF$43.6M2.50%600,000CommonSOLE
92206C847VGLTVanguard Long-Term Treasury ETF$42.6M2.44%670,000CommonSOLE
023135106AMZNAmazon.com Inc$41.3M2.37%316,710CommonSOLE
46138B103DBCInvesco DB Commodity Index Tracking Fund$40.6M2.33%1,787,000CommonSOLE
46090F100PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$39.5M2.27%2,902,900CommonSOLE
02079K305GOOGLAlphabet Inc$25.2M1.45%210,780CommonSOLE
78464A664SPTLSPDR Portfolio Long Term Treasury ETF$23.9M1.37%799,200CommonSOLE
701094104PHParker-Hannifin Corp$21.6M1.24%55,470CommonSOLE
65339F101NEENextEra Energy Inc$21.4M1.23%288,190CommonSOLE
91324P102UNHUnitedHealth Group Inc$20.0M1.15%41,660CommonSOLE
78462F103SPYSPDR S&P 500 ETF Trust$19.9M1.14%45,000CommonSOLE
693475105PNCPNC Financial Services Group Inc/The$19.8M1.13%156,940CommonSOLE
742718109PGProcter & Gamble Co/The$19.7M1.13%130,100CommonSOLE
316773100FITBFifth Third Bancorp$18.8M1.08%716,800CommonSOLE
931142103WMTWalmart Inc$18.2M1.05%115,872CommonSOLE
67066G104NVDANVIDIA Corp$18.1M1.04%42,830CommonSOLE
883556102TMOThermo Fisher Scientific Inc$17.6M1.01%33,690CommonSOLE
101137107BSXBoston Scientific Corp$17.1M0.98%316,962CommonSOLE
30231G102XOMExxon Mobil Corp$17.0M0.97%158,043CommonSOLE
26441C204DUKDuke Energy Corp$15.8M0.91%176,210CommonSOLE
571903202MARMarriott International Inc/MD$15.0M0.86%81,800CommonSOLE
882508104TXNTexas Instruments Inc$14.8M0.85%82,260CommonSOLE
20030N101CMCSAComcast Corp$14.2M0.82%342,447CommonSOLE
17275R102CSCOCisco Systems Inc$14.0M0.80%270,830CommonSOLE
03027X100AMTAmerican Tower Corp$14.0M0.80%72,215CommonSOLE
46625H100JPMJPMorgan Chase & Co$13.7M0.79%94,370CommonSOLE
28176E108EWEdwards Lifesciences Corp$13.4M0.77%142,420CommonSOLE
713448108PEPPepsiCo Inc$12.4M0.71%67,160CommonSOLE
46138E354SPLVInvesco S&P 500 Low Volatility ETF$11.3M0.65%179,600CommonSOLE
253868103DLRDigital Realty Trust Inc$11.2M0.64%98,312CommonSOLE
30303M102METAMETA Platforms Inc$10.9M0.63%37,964CommonSOLE
437076102HDHome Depot Inc$10.5M0.60%33,780CommonSOLE
22822V101CCICrown Castle International Corp$10.0M0.57%87,877CommonSOLE
166764100CVXChevron Corp$9.3M0.53%58,865CommonSOLE
74340W103PLDPrologis Inc$8.9M0.51%72,580CommonSOLE
79466L302CRMsalesforce.com Inc$8.8M0.51%41,800CommonSOLE
92206C664VTWOVanguard Russell 2000 ETF$8.3M0.48%110,000CommonSOLE
464286509EWCiShares MSCI Canada ETF$8.1M0.47%231,800CommonSOLE
11135F101AVGOBroadcom Inc$7.9M0.45%9,130CommonSOLE
244199105DEDeere & Co$7.9M0.45%19,500CommonSOLE
H1467J104CBChubb Ltd$7.4M0.43%38,500CommonSOLE
416515104HIGHartford Financial Services Group Inc/The$6.9M0.40%96,180CommonSOLE
00287Y109ABBVAbbVie Inc$6.3M0.36%46,410CommonSOLE
92343V104VZVerizon Communications Inc$6.0M0.34%161,100CommonSOLE
29444U700EQIXEquinix Inc$5.7M0.33%7,280CommonSOLE
855244109SBUXStarbucks Corp$5.6M0.32%56,580CommonSOLE
92826C839VVisa Inc$5.6M0.32%23,550CommonSOLE
00724F101ADBEAdobe Systems Inc$5.5M0.31%11,190CommonSOLE
57636Q104MAMastercard Inc$5.0M0.29%12,670CommonSOLE
842587107SOSouthern Co/The$5.0M0.28%70,500CommonSOLE
00206R102TAT&T Inc$4.7M0.27%294,700CommonSOLE
009158106APDAir Products & Chemicals Inc$4.4M0.25%14,790CommonSOLE
68389X105ORCLOracle Corp$3.6M0.21%30,480CommonSOLE
828806109SPGSimon Property Group Inc$3.6M0.21%31,379CommonSOLE
74460D109PSAPublic Storage$3.6M0.21%12,240CommonSOLE
816851109SRESempra Energy$3.1M0.18%21,400CommonSOLE
95040Q104WELLWelltower Inc$3.1M0.18%38,053CommonSOLE
756109104ORealty Income Corp$3.1M0.18%51,155CommonSOLE
872590104TMUST-Mobile US Inc$3.0M0.17%21,700CommonSOLE
368736104GNRCGenerac Holdings Inc$3.0M0.17%20,110CommonSOLE
025537101AEPAmerican Electric Power Co Inc$2.9M0.16%34,000CommonSOLE
25746U109DDominion Energy Inc$2.8M0.16%55,000CommonSOLE
30161N101EXCExelon Corp$2.8M0.16%68,200CommonSOLE
911312106UPSUnited Parcel Service Inc$2.7M0.16%15,166CommonSOLE
925652109VICIVICI Properties Inc$2.7M0.16%86,262CommonSOLE
053484101AVBAvalonBay Communities Inc$2.2M0.13%11,810CommonSOLE
254687106DISWalt Disney Co/The$2.2M0.13%24,890CommonSOLE
98389B100XELXcel Energy Inc$2.2M0.13%35,700CommonSOLE
744573106PEGPublic Service Enterprise Group Inc$2.1M0.12%33,800CommonSOLE
962166104WYWeyerhaeuser Co$2.0M0.12%60,620CommonSOLE
78410G104SBACSBA Communications Corp$2.0M0.12%8,666CommonSOLE
209115104EDConsolidated Edison Inc$2.0M0.11%22,000CommonSOLE
29476L107EQREquity Residential$2.0M0.11%29,698CommonSOLE
92939U106WECWEC Energy Group Inc$1.8M0.11%20,800CommonSOLE
69331C108PCGPG&E Corp$1.8M0.10%104,900CommonSOLE
92276F100VTRVentas Inc$1.8M0.10%38,080CommonSOLE
281020107EIXEdison International$1.8M0.10%25,700CommonSOLE
030420103AWKAmerican Water Works Co Inc$1.7M0.10%11,800CommonSOLE
46187W107INVHInvitation Homes Inc$1.6M0.09%46,724CommonSOLE
30225T102EXRExtra Space Storage Inc$1.6M0.09%10,585CommonSOLE
30040W108ESEversource Energy$1.6M0.09%22,200CommonSOLE
22160N109CSGPCoStar Group Inc$1.4M0.08%16,171CommonSOLE
337932107FEFirstEnergy Corp$1.4M0.08%36,800CommonSOLE
233331107DTEDTE Energy Co$1.4M0.08%12,900CommonSOLE
69351T106PPLPPL Corp$1.4M0.08%53,000CommonSOLE
46284V101IRMIron Mountain Inc$1.4M0.08%24,478CommonSOLE
46137V258RPVInvesco S&P 500 Pure Value ETF$1.4M0.08%17,800CommonSOLE
023608102AEEAmeren Corp$1.4M0.08%16,900CommonSOLE
349553107FTSFortis Inc/Canada$1.4M0.08%31,800CommonSOLE
59522J103MAAMid-America Apartment Communities Inc$1.4M0.08%8,891CommonSOLE
015271109AREAlexandria Real Estate Equities Inc$1.3M0.07%11,479CommonSOLE
29364G103ETREntergy Corp$1.3M0.07%13,200CommonSOLE
297178105ESSEssex Property Trust Inc$1.3M0.07%5,411CommonSOLE
866674104SUISun Communities Inc$1.2M0.07%9,301CommonSOLE
44107P104HSTHost Hotels & Resorts Inc$1.2M0.07%70,121CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$1.2M0.07%11,600CommonSOLE
46137V266RPGInvesco S&P 500 Pure Growth ETF$1.1M0.06%7,200CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$1.1M0.06%4,050CommonSOLE
49446R109KIMKimco Realty Corp$1.0M0.06%52,643CommonSOLE
902653104UDRUDR Inc$1.0M0.06%23,890CommonSOLE
29472R108ELSEquity LifeStyle Properties Inc$1.0M0.06%15,245CommonSOLE
92936U109WPCWP Carey Inc$1.0M0.06%15,075CommonSOLE
36467J108GLPIGaming and Leisure Properties Inc$981,5570.06%20,255CommonSOLE
42250P103DOCHealthpeak Properties Inc$919,0520.05%45,724CommonSOLE
02665T306AMHAmerican Homes 4 Rent$859,1310.05%24,235CommonSOLE
133131102CPTCamden Property Trust$854,5210.05%7,849CommonSOLE
758849103REGRegency Centers Corp$850,5730.05%13,770CommonSOLE
53223X107Life Storage Inc$808,6630.05%6,082CommonSOLE
229663109CUBECubeSmart$764,5350.04%17,119CommonSOLE
512816109LAMRLamar Advertising Co$764,0270.04%7,698CommonSOLE
101121101BXPBoston Properties Inc$748,7850.04%13,002CommonSOLE
637417106NNNNational Retail Properties Inc$666,5830.04%15,578CommonSOLE
03064D108COLDAmericold Realty Trust$654,5600.04%20,265CommonSOLE
681936100OHIOmega Healthcare Investors Inc$648,7250.04%21,138CommonSOLE
775109200RCIRogers Communications Inc$598,3250.03%13,100CommonSOLE
11120U105BRXBrixmor Property Group Inc$593,4060.03%26,973CommonSOLE
313747206Federal Realty Investment Trust$586,9100.03%6,065CommonSOLE
32054K103FRFirst Industrial Realty Trust Inc$558,5630.03%10,611CommonSOLE
76169C100REXRRexford Industrial Realty Inc$556,5610.03%10,658CommonSOLE
277276101EGPEastGroup Properties Inc$531,5630.03%3,062CommonSOLE
03750L109AIRCUSDApartment Income REIT Corp$482,2710.03%13,363CommonSOLE
85254J102STAGSTAG Industrial Inc$459,1560.03%12,797CommonSOLE
58463J304MPTMedical Properties Trust Inc$455,0180.03%49,138CommonSOLE
42226K105HRHealthcare Realty Trust$358,0010.02%18,982CommonSOLE
035710839NLYAnnaly Capital Management Inc$297,4290.02%14,864CommonSOLE
49427F108KRCKilroy Realty Corp$286,8180.02%9,532CommonSOLE
929042109VNOVornado Realty Trust$282,7120.02%15,585CommonSOLE
25960P109DEIDouglas Emmett Inc$227,7430.01%18,118CommonSOLE
85571B105STWDStarwood Property Trust Inc$227,1160.01%11,707CommonSOLE
00123Q104AGNCAGNC Investment Corp$218,6460.01%21,584CommonSOLE
64828T201RITMRITHM Capital Corp$177,9870.01%19,036CommonSOLE
09257W100BXMTBlackstone Mortgage Trust Inc$134,2870.01%6,453CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.