StockDriftsStockDriftsTop 49 Regent Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.51% | 187.2K | $24K | — | — | — | 2022-12-31 |
| MSFT | MICROSOFT CORP | 3.85% | 59.9K | $14K | — | — | — | 2022-12-31 |
| JNJ | JOHNSON & JOHNSON | 2.94% | 62.2K | $11K | — | — | — | 2022-12-31 |
| CVS | CVS HEALTH CORP | 2.15% | 85.9K | $8K | — | — | — | 2022-12-31 |
| PG | PROCTER AND GAMBLE CO | 1.98% | 48.7K | $7K | — | — | — | 2022-12-31 |
| AMZN | AMAZON COM INC | 1.93% | 85.7K | $7K | — | — | — | 2022-12-31 |
| BFB | BROWN FORMAN CORP | 1.89% | 107.5K | $7K | — | — | — | 2022-12-31 |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.85% | 95.9K | $7K | — | — | — | 2022-12-31 |
| QCOM | QUALCOMM INC | 1.82% | 61.8K | $7K | — | — | — | 2022-12-31 |
| PFE | PFIZER INC | 1.5% | 109.4K | $6K | — | — | — | 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 | — | — | — | — |
Regent Investment Management Llc reports $373.28K in US-listed equity holdings across 231 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.5%), MSFT (3.9%) and JNJ (2.9%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Regent Investment Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1559968). View Regent Investment Management Llc’s 13F filings on SEC