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Sadoff Investment Management 13F Portfolio

Portfolio Manager
Sadoff Investment Management Llc
Performance
0% (N/A)
AUM (13F)
$1.28M
# of Holdings
87
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Sadoff Investment Management Llc Holdings Map

Top 50 Sadoff Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MCK
MCKESSON CORP
6.1%230.2K$78Knew2022-Q3: 230.2K sharesโ€”2022-09-30
TMUS
T-MOBILE US INC
5.53%529.8K$71Knew2022-Q3: 529.8K sharesโ€”2022-09-30
MSI
MOTOROLA SOLUTIONS INC
5.38%307.5K$69Knew2022-Q3: 307.5K sharesโ€”2022-09-30
MS
MORGAN STANLEY
5.02%815.6K$64Knew2022-Q3: 815.6K sharesโ€”2022-09-30
WM
WASTE MGMT INC DEL
4.87%390.5K$63Knew2022-Q3: 390.5K sharesโ€”2022-09-30
HD
HOME DEPOT INC
4.51%210.2K$58Knew2022-Q3: 210.2K sharesโ€”2022-09-30
SCHW
SCHWAB CHARLES CORP
3.92%700.4K$50Knew2022-Q3: 700.4K sharesโ€”2022-09-30
TXN
TEXAS INSTRS INC
3.48%289.1K$45Knew2022-Q3: 289.1K sharesโ€”2022-09-30
DHI
D R HORTON INC
3.38%644.6K$43Knew2022-Q3: 644.6K sharesโ€”2022-09-30
CSCO
CISCO SYS INC
3.36%1.08M$43Knew2022-Q3: 1.08M sharesโ€”2022-09-30

About Sadoff Investment Management Llcโ€™s portfolio

Sadoff Investment Management Llc reports $1.28M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are MCK (6.1%), TMUS (5.5%) and MSI (5.4%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
MCK โ€” 6.2% ($78.4K)TMUS โ€” 5.6% ($71.1K)MSI โ€” 5.4% ($69.1K)MS โ€” 5.1% ($64.4K)WM โ€” 4.9% ($62.6K)HD โ€” 4.6% ($58.0K)SCHW โ€” 4.0% ($50.3K)TXN โ€” 3.5% ($44.7K)DHI โ€” 3.4% ($43.4K)CSCO โ€” 3.4% ($43.1K)Other โ€” 54.0% ($687.2K)
46%in top 10
  • MCK6.2%
  • TMUS5.6%
  • MSI5.4%
  • MS5.1%
  • WM4.9%
  • HD4.6%
  • SCHW4.0%
  • TXN3.5%
  • DHI3.4%
  • CSCO3.4%
  • Other54.0%

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Source filings

Holdings on this page are parsed from Sadoff Investment Management Llcโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1021008). View Sadoff Investment Management Llcโ€™s 13F filings on SEC

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