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NorthCoast Asset Management LLC

Q3 2023 · 13F-HR

NorthCoast Asset Management LLCholdings as filed

Filed 2023-11-09 · accession 0001665198-23-000004

$5.57B
Reported value
393
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92046L353EQTYVALUED ADVISERS TR$792.6M14.2%43,861,222CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - CL B$161.5M2.90%460,899CommonSOLE
037833100AAPLAPPLE COMPUTER INC$161.0M2.89%940,621CommonSOLE
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075887109BDXBECTON, DICKINSON & CO$136.9M2.46%529,625CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$136.7M2.46%1,476,947CommonSOLE
46982L108JJACOBS SOLUTIONS INC$134.7M2.42%986,815CommonSOLE
92826C839VVISA INC$126.1M2.27%548,192CommonSOLE
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79466L302CRMSALESFORCE COM INC$101.7M1.83%501,698CommonSOLE
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548661107LOWLOWE`S COMPANIES INC$89.2M1.60%429,337CommonSOLE
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418056107HASHASBRO INC$86.3M1.55%1,304,296CommonSOLE
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25243Q205DEODIAGEO PLC$70.9M1.27%474,974CommonSOLE
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244199105DEDEERE & CO$11.8M0.21%31,323CommonSOLE
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68389X105ORCLORACLE CORP$10.8M0.19%101,571CommonSOLE
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532457108LLYLILLY ELI & CO$10.4M0.19%19,293CommonSOLE
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110122108BMYBRISTOL-MYERS SQUIBB CO$8.5M0.15%146,926CommonSOLE
254687106DISWALT DISNEY CO$8.5M0.15%105,168CommonSOLE
036752103ELVELEVANCE HEALTH INC$8.2M0.15%18,874CommonSOLE
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009158106APDAIR PRODS & CHEMS INC$7.9M0.14%27,868CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$7.8M0.14%106,393CommonSOLE
59156R108METMETLIFE INC COM$7.7M0.14%123,154CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$7.6M0.14%18,507CommonSOLE
92189H201ITMVANECK ETF TRUST$7.4M0.13%168,045CommonSOLE
29275Y102ENSENERSYS$7.4M0.13%78,202CommonSOLE
56418H100MANMANPOWERGROUP INCORPORATED$7.2M0.13%98,183CommonSOLE
458140100INTCINTEL CORP$7.1M0.13%199,534CommonSOLE
84921rab6SPOTIFY USA INC$7.1M0.13%8,300,000CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$7.0M0.13%12,384CommonSOLE
963320106WHRWHIRLPOOL CORP$7.0M0.13%52,165CommonSOLE
57636Q104MAMASTERCARD INC$7.0M0.13%17,575CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$6.9M0.12%56,126CommonSOLE
464288257ACWIISHARES TR$6.8M0.12%73,357CommonSOLE
253868103DLRDIGITAL REALTY TRUST INC$6.7M0.12%55,152CommonSOLE
256163ad8DOCUSIGN INC$6.5M0.12%6,590,000CommonSOLE
902494103TSNTYSON FOODS INC CL A$6.3M0.11%125,727CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.3M0.11%45,178CommonSOLE
03027X100AMTAMERICAN TOWER CORP$6.3M0.11%38,181CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$6.3M0.11%41,395CommonSOLE
00724F101ADBEADOBE INC$6.2M0.11%12,244CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS INC$6.2M0.11%55,519CommonSOLE
89151E109TTENTOTALENERGIES SE$6.2M0.11%94,588CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.2M0.11%90,423CommonSOLE
437076102HDHOME DEPOT INC$6.1M0.11%20,064CommonSOLE
87612E106TGTTARGET CORP$5.9M0.11%53,685CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$5.9M0.11%78,148CommonSOLE
921909768VXUSVANGUARD STAR FDS$5.8M0.11%109,239CommonNONE
012653101ALBALBEMARLE CORP$5.8M0.10%34,161CommonSOLE
00508Y102AYIACUITY BRANDS INC$5.8M0.10%33,785CommonSOLE
92189F643MOATVANECK ETF TRUST$5.7M0.10%75,199CommonSOLE
08160H101BHEBENCHMARK ELECTRONICS INC$5.7M0.10%233,543CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.7M0.10%11,166CommonSOLE
833034101SNASNAP ON INC$5.6M0.10%22,129CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.6M0.10%12,860CommonSOLE
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316773100FITBFIFTH THIRD BANCORP$5.5M0.10%217,331CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$5.3M0.10%10CommonSOLE
G54950103LINLINDE PLC$5.3M0.10%14,253CommonSOLE
654106103NKENIKE INC$5.3M0.10%55,362CommonSOLE
375558103GILDGILEAD SCIENCES INC$5.3M0.10%70,569CommonSOLE
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009066ab7AIRBNB INC$5.2M0.09%5,890,000CommonSOLE
09260D107BXBLACKSTONE GROUP INC$5.1M0.09%48,015CommonSOLE
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G96629103WTWWILLIS TOWERS WATSON PLC LTD$5.1M0.09%24,513CommonSOLE
98978V103ZTSZOETIS INC$5.1M0.09%29,423CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$5.1M0.09%20,203CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$5.1M0.09%12,303CommonSOLE
78464A870XBISPDR SER TR$5.0M0.09%69,007CommonSOLE
922908751VBVANGUARD INDEX FDS$5.0M0.09%26,536CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.0M0.09%63,952CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.0M0.09%121,993CommonSOLE
337738108FISVFISERV INC$5.0M0.09%44,080CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$4.9M0.09%1,601CommonSOLE
12504L109CBRECBRE GROUP INC$4.9M0.09%66,802CommonSOLE
09247X101BLKCHFBLACKROCK INC.$4.9M0.09%7,528CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4.9M0.09%82,339CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$4.8M0.09%109,900CommonSOLE
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192576106COHUCOHU INC$4.8M0.09%138,565CommonSOLE
713448108PEPPEPSICO INC$4.7M0.09%27,934CommonSOLE
717081103PFEPFIZER INC$4.7M0.08%142,061CommonSOLE
038222105AMATAPPLIED MATLS INC$4.7M0.08%34,014CommonSOLE
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48203R104JNPJUNIPER NETWORKS INC$4.6M0.08%164,709CommonSOLE
06417N103OZKBANK OZK$4.6M0.08%123,407CommonSOLE
406216101HALHALLIBURTON CO$4.6M0.08%112,623CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ IN$4.4M0.08%44,196CommonSOLE
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609207105MDLZMONDELEZ INTL INC$4.4M0.08%62,976CommonSOLE
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380237107GDDYGODADDY INC.$4.3M0.08%58,066CommonSOLE
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00287Y109ABBVABBVIE INC$1.1M0.02%7,427CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS NV$1.1M0.02%5,519CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.1M0.02%6,030CommonSOLE
464287242LQDISHARES TR$1.1M0.02%10,710CommonSOLE
35473P736FLMXFRANKLIN TEMPLETON ETF TR$1.1M0.02%37,563CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$1.1M0.02%8,695CommonSOLE
78464A375SPIBSPDR SER TR$1.1M0.02%33,586CommonSOLE
464286103EWAISHARES INC$1.0M0.02%48,533CommonSOLE
46429B499ENORISHARES TR$1.0M0.02%44,606CommonSOLE
464286806EWGISHARES MSCI GERMANY ETF$1.0M0.02%39,453CommonSOLE
464286814EWNISHARES INC$1.0M0.02%26,881CommonSOLE
35473P744FLJPFRANKLIN TEMPLETON ETF TR$1.0M0.02%38,188CommonSOLE
46429b523ISHARES TR$1.0M0.02%10,008CommonSOLE
384109104GGGGRACO INC$999,6220.02%13,716CommonSOLE
35473P710FLKRFRANKLIN TEMPLETON ETF TR$971,5160.02%47,784CommonSOLE
464286301EWKISHARES INC$968,6930.02%55,956CommonSOLE
464287481IWPISHARES TR$964,1990.02%10,555CommonSOLE
464286780EZAISHARES INC$962,2940.02%25,579CommonSOLE
98138H101WDAYWORKDAY INC$945,9850.02%4,403CommonSOLE
464287473IWSISHARES TR$945,5290.02%9,062CommonSOLE
887389104TKRTIMKEN CO$936,4640.02%12,743CommonSOLE
097023105BABOEING CO$932,9650.02%4,867CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$922,4620.02%28,990CommonSOLE
166764100CVXCHEVRON CORP NEW$897,9610.02%5,325CommonSOLE
72201R833MINTPIMCO ETF TR$895,9930.02%8,947CommonSOLE
500472303PHGKONINKLIJKE PHILIPS NV$892,2440.02%44,746CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$866,7640.02%23,579CommonSOLE
482480100KLACKLA CORP$853,5660.02%1,861CommonSOLE
35473P819FLCHFRANKLIN TEMPLETON ETF TR$834,9580.02%48,857CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$813,3740.01%3,443CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$801,5140.01%5,131CommonNONE
29250N105ENBENBRIDGE INC$792,7610.01%23,788CommonSOLE
464287804IJRISHARES TR$791,0210.01%8,386CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT E$784,9630.01%5,540CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$759,8400.01%13,117CommonSOLE
464287465EFAISHARES TR$754,3670.01%10,946CommonSOLE
29444U700EQIXEQUINIX INC$729,8910.01%1,005CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$716,4880.01%21,607CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$705,7420.01%6,191CALLSOLE
01609W102BABAALIBABA GROUP HLDG LTD$674,3170.01%7,774CommonSOLE
125523100CITHE CIGNA GROUP$650,7010.01%2,275CommonSOLE
46090F100PDBCINVESCO ACTIVLY MANGD ETC FD$635,7440.01%42,525CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$623,8930.01%15,912CommonSOLE
921910816MGKVANGUARD WORLD FD$611,4960.01%2,695CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$609,4770.01%9,005CommonSOLE
464287663IUSVISHARES TR$603,3030.01%8,085CommonSOLE
464288646IGSBISHARES TR$597,5610.01%11,992CommonSOLE
277276101EGPEASTGROUP PPTYS INC$582,8550.01%3,500CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$575,2540.01%7,911CommonNONE
78464A409SPYGSPDR SER TR$572,0330.01%9,650CommonNONE
65339F101NEENEXTERA ENERGY INC$569,5770.01%9,942CommonSOLE
464286145FMUSDISHARES INC$564,3950.01%21,774CommonSOLE
922042676VNQIVANGUARD INTL EQUITY INDEX F$559,9670.01%14,384CommonSOLE
714046109RVTYPERKINELMER INC$558,4820.01%5,045CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$550,6700.01%10,349CommonSOLE
92556H2060VVBVIACOMCBS INC$542,9870.01%42,092CommonSOLE
N00985106AERAERCAP HOLDINGS NV$536,2050.01%8,556CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$529,5510.01%5,825CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$527,8440.01%25,402CommonSOLE
294429105EFXEQUIFAX INC$523,7120.01%2,859CommonSOLE
46432F339QUALISHARES TR$487,0960.01%3,696CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$474,3660.01%8,920CommonSOLE
464287556IBBISHARES TR$473,1400.01%3,869CommonSOLE
66987V109NVSNOVARTIS$467,4360.01%4,589CommonSOLE
78467J100SSNCSS&C TECHNOLOGIES HLDGS INC$467,1190.01%8,891CommonSOLE
785688102SBRSABINE RTY TR$462,3540.01%7,032CommonSOLE
464288281EMBISHARES TR$444,0490.01%5,381CommonSOLE
46138G508BKLNINVESCO EXCHANGE-TRADED FD T$441,0040.01%21,010CommonSOLE
922908611VBRVANGUARD INDEX FDS$433,2970.01%2,717CommonSOLE
464287168DVYISHARES TR$432,4980.01%4,018CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$423,2870.01%6,567CommonNONE
464288588MBBISHARES TR$421,8000.01%4,750CommonSOLE
92204A108VCRVANGUARD WORLD FDS$408,0960.01%1,515CommonSOLE
760759100RSGREPUBLIC SVCS INC$402,8760.01%2,827CommonNONE
191216100KOCOCA COLA CO$387,0600.01%6,914CommonSOLE
866674104SUISUN CMNTYS INC$370,7590.01%3,133CommonSOLE
20825C104COPCONOCOPHILLIPS$351,1340.01%2,931CommonSOLE
78464A631XARSPDR SER TR$346,7250.01%3,093CommonSOLE
92206c102VANGUARD SCOTTSDALE FDS$346,0070.01%6,007CommonNONE
808524714SCHJSCHWAB STRATEGIC TR$345,9170.01%7,365CommonNONE
464287408IVEISHARES TR$338,7560.01%2,202CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$334,8330.01%1,923CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$324,6710.01%3,150CommonSOLE
464287655IWMISHARES TR$321,8860.01%1,821CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$320,5060.01%6,885CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$315,8510.01%12,055CommonSOLE
91913Y100VLOVALERO ENERGY CORP$314,7650.01%2,221CommonSOLE
23331A109DHID R HORTON INC$310,6960.01%2,891CommonSOLE
97717X669DGRWWISDOM TREE TR$300,7520.01%4,737CommonSOLE
464287598IWDISHARES TR$296,5990.01%1,954CommonSOLE
718546104PSXPHILLIPS 66$278,1510.00%2,315CommonSOLE
921910840MGVVANGUARD WORLD FDS$274,2870.00%2,705CommonSOLE
46434VBD1IBDQISHARES TR$265,1460.00%10,880CommonSOLE
53122981322941EURLIBERTY MEDIA CORP DEL$264,2470.00%10,383CommonSOLE
30161N101EXCEXELON CORP$258,9360.00%6,852CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$257,7790.00%7,577CommonSOLE
880779103TEXTEREX CORP NEW$256,2890.00%4,448CommonSOLE
45378A106IRTINDEPENDENCE RLTY TR INC$253,2600.00%18,000CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$249,0300.00%2,283CommonSOLE
81762P102NOWSERVICENOW INC$243,1480.00%435CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$238,6000.00%3,444CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$238,3440.00%7,686CommonNONE
464288620USIGISHARES TR$235,6390.00%4,902CommonSOLE
911363109URIUNITED RENTALS INC$231,1760.00%520CommonSOLE
464285204IAUISHARES GOLD TR$228,9050.00%6,542CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$223,1350.00%1,398CommonSOLE
88160R101TSLATESLA INC$222,6960.00%890CommonNONE
929160109VMCVULCAN MATLS CO$222,2220.00%1,100CommonSOLE
92204A884VOXVANGUARD WORLD FDS$221,1090.00%2,102CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$219,7300.00%267CommonSOLE
680223104ORIOLD REP INTL CORP$214,4150.00%7,959CommonSOLE
464287291IXNISHARES TR$213,1400.00%3,685CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$203,3700.00%6,802CommonSOLE
778296103ROSTROSS STORES INC$201,2770.00%1,782CommonSOLE
92511W108VERRICA PHARMACEUTICALS INC$194,7360.00%50,125CommonSOLE
652526203NEWTNEWTEKONE INC$190,2100.00%12,896CommonSOLE
33813J106SPAQUSDFISKER INC$174,9840.00%27,256CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$168,9130.00%16,691CommonSOLE
427096508HTGCHERCULES CAPITAL INC$164,2000.00%10,000CommonSOLE
903002103UMHUMH PPTYS INC$140,2000.00%10,000CommonSOLE
92556V106VTRSVIATRIS INC$125,1380.00%12,692CommonSOLE
27829f108EATON VANCE TAX-MANAGED GLOB$97,2840.00%13,200CommonNONE
877619106TSHATAYSHA GENE THERAPIES INC$79,0000.00%25,000CommonSOLE
846517100SPARK NETWORKS SE$2,4240.00%18,647CommonSOLE

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.