StockDriftsStockDriftsTop 50 Northwest Investment Counselors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.92% | 81.4K | $35.0M | -0.29%(-240) | — | 2024-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.81% | 624.1K | $25.7M | +1.01%(+6.26K) | — | 2024-09-30 | |
| WOOD | ISHARES TR | 3.79% | 194.1K | $16.7M | +1.20%(+2.30K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 3.31% | 62.8K | $14.6M | -1.46%(-931) | — | 2024-09-30 | |
| ORCL | ORACLE CORP | 2.93% | 75.9K | $12.9M | -1.38%(-1.06K) | — | 2024-09-30 | |
| SCHA | SCHWAB STRATEGIC TR | 2.52% | 216.2K | $11.1M | -0.12%(-252) | — | 2024-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 2.31% | 150.5K | $10.2M | -0.20%(-307) | — | 2024-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 2.03% | 188.6K | $9.0M | +9.03%(+15.62K) | — | 2024-09-30 | |
| CAT | CATERPILLAR INC | 1.92% | 21.7K | $8.5M | -1.91%(-422) | — | 2024-09-30 | |
| GVI | ISHARES TR | 1.87% | 77.1K | $8.3M | -0.89%(-695) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Northwest Investment Counselors, Llc reports $441.89M in US-listed equity holdings across 625 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (7.9%), SCHF (5.8%) and WOOD (3.8%). Figures reflect the Q3 2024 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 Northwest Investment Counselors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1428350). View Northwest Investment Counselors, Llc’s 13F filings on SEC