Salzman & Co., Inc. 13F Holdings · last filed Q1 2020
Salzman & Co., Inc. reported 8 securities worth $29.72M in its SEC 13F filing for Q1 2020 (period ended 2020-03-31). Top holdings: AXP (24.84%), GOOG (22.71%), RTN (14.43%). Among its top 25 positions this quarter: 7 new, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | $7.4M | 24.84% | 86,225 | New |
| 2 | GOOG | ALPHABET INC | $6.8M | 22.71% | 5,805 | New |
| 3 | RTN | RAYTHEON CO | $4.3M | 14.43% | 32,712 | New |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $3.9M | 13.06% | 49,072 | New |
| 5 | ELV | ANTHEM INC | $2.6M | 8.87% | 11,606 | New |
| 6 | UNH | UNITEDHEALTH GROUP INC | $2.0M | 6.84% | 8,150 | New |
| 7 | MCO | MOODYS CORP | $2.0M | 6.63% | 9,325 | New |
| 8 | HCA | HCA HEALTHCARE INC | $779,000 | 2.62% | 8,675 | Hold |
| 9 | DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | Exited |
| 10 | LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | Exited |
| 11 | WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR