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HOLDERNESS INVESTMENTS CO

Q2 2023 · 13F-HR

HOLDERNESS INVESTMENTS COholdings as filed

Filed 2023-08-15 · accession 0001184820-23-000003

$270.7M
Reported value
199
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$18.8M6.96%55,286CommonNONE
037833100AAPLAPPLE INC$18.0M6.67%93,054CommonNONE
023135106AMZNAMAZON COM INC$12.5M4.62%95,920CommonNONE
038222105AMATAPPLIED MATLS INC$10.1M3.73%69,774CommonNONE
67066G104NVDANVIDIA CORPORATION$8.2M3.02%19,355CommonNONE
46090E103QQQINVESCO QQQ TR$5.5M2.04%14,942CommonNONE
437076102HDHOME DEPOT INC$5.4M2.01%17,538CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.7M1.74%9,807CommonNONE
02079K305GOOGLALPHABET INC$4.5M1.67%37,699CommonNONE
58933Y105MRKMERCK & CO INC$4.2M1.56%36,484CommonNONE
30231G102XOMEXXON MOBIL CORP$4.1M1.52%38,480CommonNONE
172755100CRUSCIRRUS LOGIC INC$3.9M1.45%48,507CommonNONE
68389X105ORCLORACLE CORP$3.8M1.39%31,654CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.7M1.38%24,618CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$3.7M1.35%40,736CommonNONE
717081103PFEPFIZER INC$3.6M1.34%98,765CommonNONE
17275R102CSCOCISCO SYS INC$3.6M1.33%69,486CommonNONE
00287Y109ABBVABBVIE INC$3.3M1.23%24,808CommonNONE
478160104JNJJOHNSON & JOHNSON$3.3M1.21%19,767CommonNONE
580135101MCDMCDONALDS CORP$3.2M1.17%10,585CommonNONE
438516106HONHONEYWELL INTL INC$3.0M1.09%14,275CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.8M1.05%19,494CommonNONE
548661107LOWLOWES COS INC$2.7M1.01%12,108CommonNONE
G29183103ETNEATON CORP PLC$2.5M0.94%12,660CommonNONE
09260D107BXBLACKSTONE INC$2.5M0.93%27,090CommonNONE
149123101CATCATERPILLAR INC$2.5M0.91%10,060CommonNONE
11135F101AVGOBROADCOM INC$2.5M0.91%2,843CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.4M0.89%6,147CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M0.86%6,866CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.3M0.86%62,410CommonNONE
458140100INTCINTEL CORP$2.3M0.85%69,036CommonNONE
02079K107GOOGALPHABET INC$2.2M0.81%18,180CommonNONE
097023105BABOEING CO$2.1M0.79%10,173CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.1M0.79%15,901CommonNONE
060505104BACBANK AMERICA CORP$2.0M0.74%70,241CommonNONE
713448108PEPPEPSICO INC$2.0M0.73%10,648CommonNONE
46284V101IRMIRON MTN INC DEL$1.9M0.69%32,926CommonNONE
191216100KOCOCA COLA CO$1.9M0.68%30,747CommonNONE
166764100CVXCHEVRON CORP NEW$1.8M0.68%11,714CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$1.8M0.67%18,635CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.7M0.63%26,783CommonNONE
58155Q103MCKMCKESSON CORP$1.7M0.62%3,899CommonNONE
92826C839VVISA INC$1.6M0.61%6,932CommonNONE
842587107SOSOUTHERN CO$1.6M0.61%23,360CommonNONE
260557103DOWDOW INC$1.6M0.59%30,193CommonNONE
482480100KLACKLA CORP$1.6M0.58%3,223CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.6M0.58%31,079CommonNONE
89832Q109TFCTRUIST FINL CORP$1.5M0.57%50,943CommonNONE
74736K101QRVOQORVO INC$1.5M0.54%14,444CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED ETF$1.4M0.52%56,347CommonNONE
219350105GLWCORNING INC$1.4M0.51%39,713CommonNONE
464287697IDUISHARES TR$1.4M0.51%17,000CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M0.50%4,742CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.50%2,911CommonNONE
882508104TXNTEXAS INSTRS INC$1.3M0.47%7,029CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.2M0.44%28,954CommonNONE
031162100AMGNAMGEN INC$1.2M0.44%5,343CommonNONE
244199105DEDEERE & CO$1.2M0.43%2,902CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.1M0.42%21,973CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.1M0.42%26,438CommonNONE
50540R409LSILABORATORY CORP AMER HLDGS$1.1M0.41%4,624CommonNONE
931142103WMTWALMART INC$1.1M0.41%7,087CommonNONE
053611109AVYAVERY DENNISON CORP$1.1M0.41%6,420CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.1M0.40%4,283CommonNONE
31428X106FDXFEDEX CORP$1.0M0.38%4,158CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.0M0.38%19,585CommonNONE
29250N105ENBENBRIDGE INC$1.0M0.38%27,340CommonNONE
00206R102TAT&T INC$974,9940.36%61,128CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$956,2680.35%2,098CommonNONE
372460105GPCGENUINE PARTS CO$955,9800.35%5,649CommonNONE
863667101SYKSTRYKER CORPORATION$955,5420.35%3,132CommonNONE
670100205NVONOVO-NORDISK A S$950,7510.35%5,875CommonNONE
66987V109NVSNOVARTIS AG$938,9680.35%9,305CommonNONE
375558103GILDGILEAD SCIENCES INC$885,7080.33%11,492CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$880,3880.33%3,754CommonNONE
277432100EMNEASTMAN CHEM CO$877,8040.32%10,485CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$873,2360.32%1,622CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$872,2070.32%323CommonNONE
928563402VMWAVMWARE INC$868,8930.32%6,047CommonNONE
235851102DHRDANAHER CORPORATION$853,6800.32%3,557CommonNONE
609207105MDLZMONDELEZ INTL INC$838,9560.31%11,502CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$828,1980.31%1,868CommonNONE
370334104GISGENERAL MLS INC$792,2340.29%10,329CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$790,4780.29%1,515CommonNONE
31946M103FCNCAFIRST CTZNS BANCSHARES INC N$777,7710.29%606CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$774,7560.29%7,304CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$759,4620.28%10,014CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$754,5210.28%3,945CommonNONE
26614N102DDDUPONT DE NEMOURS INC$740,5470.27%10,366CommonNONE
291011104EMREMERSON ELEC CO$713,7190.26%7,896CommonNONE
20825C104COPCONOCOPHILLIPS$713,2510.26%6,884CommonNONE
G54950103LINLINDE PLC$700,4250.26%1,838CommonNONE
92204A306VDEVANGUARD WORLD FDS$685,2870.25%6,070CommonNONE
88160R101TSLATESLA INC$669,3460.25%2,557CommonNONE
460146103IPINTERNATIONAL PAPER CO$665,0520.25%20,907CommonNONE
002824100ABTABBOTT LABS$663,8230.25%6,089CommonNONE
369550108GDGENERAL DYNAMICS CORP$657,9290.24%3,058CommonNONE
747525103QCOMQUALCOMM INC$656,4330.24%5,514CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$654,2810.24%13,162CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$648,3780.24%11,983CommonNONE
682189105ONON SEMICONDUCTOR CORP$645,5090.24%6,825CommonNONE
29273V100ETENERGY TRANSFER L P$644,1310.24%50,719CommonNONE
22052L104CTVACORTEVA INC$633,4520.23%11,055CommonNONE
406216101HALHALLIBURTON CO$613,4490.23%18,595CommonNONE
806857108SLBSCHLUMBERGER LTD$605,5020.22%12,327CommonNONE
571903202MARMARRIOTT INTL INC NEW$597,1760.22%3,251CommonNONE
88579Y101MMM3M CO$586,9210.22%5,864CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$552,3290.20%6,205CommonNONE
97717X701HEDJWISDOMTREE TR$547,2190.20%6,684CommonNONE
254687106DISDISNEY WALT CO$544,4580.20%6,098CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$544,0900.20%7,660CommonNONE
64110L106NFLXNETFLIX INC$525,5050.19%1,193CommonNONE
780087102RYROYAL BK CDA$525,2090.19%5,499CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$516,2400.19%4,532CommonNONE
036752103ELVELEVANCE HEALTH INC$511,0690.19%1,150CommonNONE
756109104OREALTY INCOME CORP$500,9860.19%8,379CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$499,1630.18%1,350CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$491,2420.18%4,438CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$468,3280.17%1,452CommonNONE
126408103CSXCSX CORP$455,9850.17%13,372CommonNONE
494368103KMBKIMBERLY-CLARK CORP$451,1800.17%3,268CommonNONE
09247X101BLKCHFBLACKROCK INC$416,4040.15%602CommonNONE
25746U109DDOMINION ENERGY INC$410,1200.15%7,919CommonNONE
892356106TSCOTRACTOR SUPPLY CO$400,4130.15%1,811CommonNONE
922908512VOEVANGUARD INDEX FDS$400,0450.15%2,891CommonNONE
922908736VUGVANGUARD INDEX FDS$395,5700.15%1,398CommonNONE
835495102SONSONOCO PRODS CO$391,0080.14%6,625CommonNONE
02209S103MOALTRIA GROUP INC$384,0030.14%8,477CommonNONE
559222401MGAMAGNA INTL INC$382,3810.14%6,775CommonNONE
723787107PXDEURPIONEER NAT RES CO$372,7170.14%1,799CommonNONE
718172109PMPHILIP MORRIS INTL INC$370,4890.14%3,795CommonNONE
855244109SBUXSTARBUCKS CORP$369,1000.14%3,726CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$367,6420.14%5,063CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$366,9200.14%9,173CommonNONE
256746108DLTRDOLLAR TREE INC$364,4900.13%2,540CommonNONE
92204A702VGTVANGUARD WORLD FDS$362,5710.13%820CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$361,2090.13%1,050CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$358,0370.13%16,507CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$356,4390.13%2,830CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$356,0630.13%2,192CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$355,5110.13%3,768CommonNONE
512807108LRCXEURLAM RESEARCH CORP$351,0210.13%546CommonNONE
126650100CVSCVS HEALTH CORP$345,0940.13%4,992CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$343,5760.13%1,755CommonNONE
704326107PAYXPAYCHEX INC$341,8750.13%3,056CommonNONE
808524607SCHASCHWAB STRATEGIC TR$340,0980.13%7,765CommonNONE
534187109LNCLINCOLN NATL CORP IND$338,4800.13%13,140CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$338,1860.12%961CommonNONE
65339F101NEENEXTERA ENERGY INC$336,7620.12%4,539CommonNONE
922908363VOOVANGUARD INDEX FDS$331,8680.12%815CommonNONE
74762E102QUREQUANTA SVCS INC$331,8650.12%1,689CommonNONE
871829107SYYSYSCO CORP$321,5090.12%4,333CommonNONE
075887109BDXBECTON DICKINSON & CO$317,6040.12%1,203CommonNONE
260003108DOVDOVER CORP$317,1520.12%2,148CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$312,8000.12%2,300CommonNONE
693506107PPGPPG INDS INC$308,0190.11%2,077CommonNONE
00507V109AIYACTIVISION BLIZZARD INC$303,7330.11%3,603CommonNONE
209115104EDCONSOLIDATED EDISON INC$302,8400.11%3,350CommonNONE
532457108LLYLILLY ELI & CO$301,5540.11%643CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$295,3610.11%1,185CommonNONE
464287564ICFISHARES TR$294,5210.11%5,300CommonNONE
N07059210ASMLASML HOLDING N V$293,5240.11%405CommonNONE
337738108FISVFISERV INC$289,5140.11%2,295CommonNONE
94106L109WMWASTE MGMT INC DEL$287,8770.11%1,660CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$284,9150.11%3,384CommonNONE
559080106WEPMAGELLAN MIDSTREAM PRTNRS LP$277,3240.10%4,450CommonNONE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$275,7140.10%932CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$271,5000.10%794CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$270,4150.10%1,064CommonNONE
92204A504VHTVANGUARD WORLD FDS$269,9610.10%1,103CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$265,0060.10%3,265CommonNONE
464287242LQDISHARES TR$264,6420.10%2,447CommonNONE
655844108NSCNORFOLK SOUTHN CORP$264,1750.10%1,165CommonNONE
595112103MUMICRON TECHNOLOGY INC$262,5380.10%4,160CommonNONE
513272104LWLAMB WESTON HLDGS INC$256,3390.09%2,230CommonNONE
464287523SOXXISHARES TR$255,1520.09%503CommonNONE
701094104PHPARKER-HANNIFIN CORP$250,4060.09%642CommonNONE
81762P102NOWSERVICENOW INC$247,8290.09%441CommonNONE
501044101KRKROGER CO$241,4390.09%5,137CommonNONE
189054109CLXCLOROX CO DEL$236,3670.09%1,486CommonNONE
79466L302CRMSALESFORCE INC$235,9770.09%1,117CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$234,9300.09%3,590CommonNONE
184499101CLNECLEAN ENERGY FUELS CORP$231,5920.09%46,692CommonNONE
45687V106IRINGERSOLL RAND INC$231,4400.09%3,541CommonNONE
780259305SHELSHELL PLC$229,7460.08%3,805CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$228,3600.08%3,820CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$221,3180.08%4,502CommonNONE
G4705A100ICLRICON PLC$218,9250.08%875CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$218,2570.08%23,096CommonNONE
427866108HSYHERSHEY CO$214,9170.08%861CommonNONE
98978V103ZTSZOETIS INC$212,6790.08%1,235CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$208,2270.08%6,177CommonNONE
217204106CPRTCOPART INC$207,5030.08%2,275CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$206,8920.08%1,575CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$203,7640.08%1,137CommonNONE
26875P101EOGEOG RES INC$202,9020.07%1,773CommonNONE
055622104BPBP PLC$201,8590.07%5,720CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$134,7050.05%10,742CommonNONE
09609G100BLUEBIRD BIO INC$67,9350.03%20,649CommonNONE

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.