StockDriftsStockDriftsTop 50 Hotaling Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.44% | 126.6K | $16K | -7.73%(-10.60K) | — | 2022-12-31 | |
| MSFT | MICROSOFT CORP | 6.06% | 55.9K | $13K | +0.17%(+93) | — | 2022-12-31 | |
| GOOGL | ALPHABET INC | 3.5% | 87.8K | $8K | +11.53%(+9.07K) | — | 2022-12-31 | |
| JNJ | JOHNSON & JOHNSON | 3.47% | 43.5K | $8K | -0.13%(-55) | — | 2022-12-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.86% | 11.9K | $6K | +0.89%(+105) | — | 2022-12-31 | |
| AMZN | AMAZON COM INC | 2.65% | 69.7K | $6K | -0.16%(-113) | — | 2022-12-31 | |
| NEE | NEXTERA ENERGY INC | 2.48% | 65.7K | $5K | +1.58%(+1.02K) | — | 2022-12-31 | |
| BLK | BLACKROCK INC | 2.34% | 7.3K | $5K | +0.51%(+37) | — | 2022-12-31 | |
| PEP | PEPSICO INC | 2.22% | 27.2K | $5K | -0.10%(-26) | — | 2022-12-31 | |
| DE | DEERE & CO | 2.14% | 11.0K | $5K | -0.76%(-85) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hotaling Investment Management, Llc reports $221.15K in US-listed equity holdings across 121 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.4%), MSFT (6.1%) and GOOGL (3.5%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hotaling Investment Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1761645). View Hotaling Investment Management, Llc’s 13F filings on SEC