Angeles Investment

Latest statistics and disclosures from Angeles Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Angeles Investment consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Angeles Investment Advisors

Angeles Investment Advisors holds 183 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 44.6 $570M +3% 1.5M 392.80
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.0 $128M -48% 1.8M 72.72
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 5.5 $71M NEW 3.4M 20.99
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.2 $54M +20% 1.0M 53.52
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Vanguard Index Fds Value Etf (VTV) 3.8 $48M +284% 348k 137.93
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Ishares Msci Jpn Etf New (EWJ) 3.5 $45M -35% 746k 60.29
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Spdr Ser Tr Bloomberg Sht Te (SJNK) 3.5 $45M +239789% 1.8M 24.46
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Vanguard World Esg Us Stk Etf (ESGV) 2.7 $35M +24% 459k 75.22
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Ishares Core Msci Emkt (IEMG) 2.7 $35M +6767% 725k 47.59
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Engine No 1 Etf Trust Transfrm 500 Etf (VOTE) 2.2 $28M +811% 568k 49.88
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Ishares Tr Faln Angls Usd (FALN) 2.1 $26M NEW 1.1M 24.80
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Select Sector Spdr Tr Energy (XLE) 1.9 $25M NEW 271k 90.39
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Ishares Tr Eafe Value Etf (EFV) 1.5 $19M NEW 396k 48.93
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Vanguard Whitehall Fds High Div Yld (VYM) 1.3 $16M 156k 103.32
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.9 $11M -53% 170k 66.88
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Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $8.8M -18% 175k 50.44
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Vanguard Index Fds Growth Etf (VUG) 0.6 $7.8M -8% 29k 272.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $6.2M -11% 142k 43.72
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Ishares Tr Intl Sel Div Etf (IDV) 0.4 $5.6M 219k 25.40
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.4 $5.0M 142k 35.07
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $4.7M 69k 68.92
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Microsoft Corporation (MSFT) 0.2 $3.1M +55% 9.9k 315.75
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $3.1M -41% 122k 25.36
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $2.9M -14% 75k 39.21
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $2.7M 44k 61.89
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Amazon (AMZN) 0.1 $1.6M +41% 13k 127.12
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.6M -32% 8.2k 189.07
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Procter & Gamble Company (PG) 0.1 $1.4M +34% 9.5k 145.86
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $1.3M +7% 14k 92.37
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Apple (AAPL) 0.1 $1.2M -22% 6.9k 171.21
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NVIDIA Corporation (NVDA) 0.1 $1.1M +137% 2.5k 434.99
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Chevron Corporation (CVX) 0.1 $1.1M -5% 6.5k 168.62
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Qualcomm (QCOM) 0.1 $987k +14% 8.9k 111.06
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Medtronic SHS (MDT) 0.1 $986k +45% 13k 78.85
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Servicenow (NOW) 0.1 $953k NEW 1.7k 558.96
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Visa Com Cl A (V) 0.1 $950k +21% 4.1k 230.01
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JPMorgan Chase & Co. (JPM) 0.1 $888k -30% 6.1k 145.02
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Coca-Cola Company (KO) 0.1 $868k +63% 15k 56.20
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Merck & Co (MRK) 0.1 $790k NEW 7.6k 103.36
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Johnson & Johnson (JNJ) 0.1 $784k -23% 5.0k 155.75
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Adobe Systems Incorporated (ADBE) 0.1 $759k NEW 1.5k 509.90
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Danaher Corporation (DHR) 0.1 $736k NEW 3.0k 248.10
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $714k -3% 2.3k 307.11
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $695k -3% 7.4k 94.04
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Ameriprise Financial (AMP) 0.1 $692k NEW 2.1k 329.68
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Meta Platforms Cl A (META) 0.1 $689k NEW 2.3k 300.21
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Us Bancorp Del Com New (USB) 0.1 $675k +160% 20k 33.51
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Honeywell International (HON) 0.1 $674k +135% 3.6k 184.74
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Broadcom (AVGO) 0.1 $674k -13% 811.00 830.58
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Parker-Hannifin Corporation (PH) 0.1 $662k NEW 1.7k 389.52
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Corteva (CTVA) 0.1 $660k NEW 13k 51.16
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Amgen (AMGN) 0.1 $656k NEW 2.4k 268.76
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Dex (DXCM) 0.1 $655k NEW 7.0k 93.30
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SYSCO Corporation (SYY) 0.1 $655k NEW 9.9k 66.05
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Lam Research Corporation (LRCX) 0.1 $654k +8% 1.0k 628.11
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UnitedHealth (UNH) 0.1 $640k -51% 1.3k 504.19
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Sanofi Sponsored Adr (SNY) 0.0 $632k -5% 12k 53.64
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Cisco Systems (CSCO) 0.0 $628k 12k 53.76
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Pfizer (PFE) 0.0 $613k -3% 19k 33.17
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Home Depot (HD) 0.0 $606k -34% 2.0k 302.16
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Martin Marietta Materials (MLM) 0.0 $599k NEW 1.5k 410.48
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Lennar Corp Cl A (LEN) 0.0 $595k NEW 5.3k 112.23
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Ansys (ANSS) 0.0 $580k NEW 2.0k 297.55
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Eaton Corp SHS (ETN) 0.0 $580k -5% 2.7k 213.28
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Microchip Technology (MCHP) 0.0 $578k +5% 7.4k 78.05
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Realty Income (O) 0.0 $559k +16% 11k 50.07
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $552k +189% 6.3k 87.19
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Air Products & Chemicals (APD) 0.0 $548k 1.9k 284.66
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McKesson Corporation (MCK) 0.0 $538k -2% 1.2k 435.30
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $527k -50% 4.0k 130.86
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Verizon Communications (VZ) 0.0 $524k +7% 16k 32.41
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Atlassian Corporation Cl A (TEAM) 0.0 $520k NEW 2.6k 201.51
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Sony Group Corp Sponsored Adr (SONY) 0.0 $518k NEW 6.3k 82.41
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Ingersoll Rand (IR) 0.0 $516k NEW 8.1k 63.72
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PNC Financial Services (PNC) 0.0 $510k +154% 4.2k 122.77
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Cabot Oil & Gas Corporation (CTRA) 0.0 $503k NEW 19k 27.05
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Blackstone Group Inc Com Cl A (BX) 0.0 $502k NEW 4.7k 107.14
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FirstEnergy (FE) 0.0 $501k 15k 34.18
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Autodesk (ADSK) 0.0 $501k NEW 2.4k 206.91
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Vanguard World Mega Grwth Ind (MGK) 0.0 $499k -25% 2.2k 226.90
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Capital One Financial (COF) 0.0 $490k NEW 5.1k 97.05
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Phillips 66 (PSX) 0.0 $477k NEW 4.0k 120.15
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Emerson Electric (EMR) 0.0 $471k 4.9k 96.57
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $466k 4.9k 94.79
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Uber Technologies (UBER) 0.0 $465k NEW 10k 45.99
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Baker Hughes Company Cl A (BKR) 0.0 $459k -3% 13k 35.32
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Netflix (NFLX) 0.0 $458k NEW 1.2k 377.60
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CoStar (CSGP) 0.0 $456k NEW 5.9k 76.89
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Carrier Global Corporation (CARR) 0.0 $449k 8.1k 55.20
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Teledyne Technologies Incorporated (TDY) 0.0 $447k NEW 1.1k 408.58
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Pepsi (PEP) 0.0 $445k -4% 2.6k 169.44
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Atmos Energy Corporation (ATO) 0.0 $445k NEW 4.2k 105.93
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Newmont Mining Corporation (NEM) 0.0 $442k +9% 12k 36.95
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CVS Caremark Corporation (CVS) 0.0 $438k -3% 6.3k 69.82
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Alcon Ord Shs (ALC) 0.0 $438k NEW 5.7k 77.06
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salesforce (CRM) 0.0 $436k +4% 2.2k 202.78
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RPM International (RPM) 0.0 $436k NEW 4.6k 94.81
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Sap Se Spon Adr (SAP) 0.0 $430k 3.3k 129.32
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Wal-Mart Stores (WMT) 0.0 $429k -4% 2.7k 159.93
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Ecolab (ECL) 0.0 $428k NEW 2.5k 169.93
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Shopify Cl A (SHOP) 0.0 $427k NEW 7.8k 54.57
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $426k 1.2k 350.30
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Chubb (CB) 0.0 $415k 2.0k 209.04
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Charles Schwab Corporation (SCHW) 0.0 $415k 7.6k 54.90
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Bank of America Corporation (BAC) 0.0 $412k -10% 15k 27.38
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ConocoPhillips (COP) 0.0 $411k -3% 3.4k 119.80
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $403k 20k 19.94
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Kinder Morgan (KMI) 0.0 $401k -5% 24k 16.58
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Xylem (XYL) 0.0 $394k NEW 4.3k 91.03
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Xcel Energy (XEL) 0.0 $392k NEW 6.8k 57.74
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General Dynamics Corporation (GD) 0.0 $386k 1.7k 220.97
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Allstate Corporation (ALL) 0.0 $384k 3.4k 112.08
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BlackRock (BLK) 0.0 $381k -43% 590.00 646.49
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Abbvie (ABBV) 0.0 $376k -29% 2.5k 149.06
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Crown Castle Intl (CCI) 0.0 $366k NEW 4.0k 92.03
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Datadog Cl A Com (DDOG) 0.0 $365k NEW 4.0k 91.09
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Raytheon Technologies Corp (RTX) 0.0 $363k 5.0k 71.97
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Equity Lifestyle Properties (ELS) 0.0 $358k NEW 5.6k 64.16
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Block Cl A (SQ) 0.0 $354k NEW 8.0k 44.26
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Unilever Spon Adr New (UL) 0.0 $353k -16% 7.1k 49.40
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Service Corporation International (SCI) 0.0 $352k NEW 6.2k 57.14
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Comcast Corp Cl A (CMCSA) 0.0 $350k -40% 7.9k 44.34
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Snowflake Cl A (SNOW) 0.0 $348k NEW 2.3k 152.77
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Embraer Sponsored Ads (ERJ) 0.0 $342k 25k 13.72
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Walt Disney Company (DIS) 0.0 $341k 4.2k 81.05
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Goldman Sachs (GS) 0.0 $340k -49% 1.1k 323.57
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Warner Bros Discovery Com Ser A (WBD) 0.0 $338k +13% 31k 10.86
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Doordash Cl A (DASH) 0.0 $336k NEW 4.2k 79.47
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AutoZone (AZO) 0.0 $335k 132.00 2539.99
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Exxon Mobil Corporation (XOM) 0.0 $328k -13% 2.8k 117.58
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Methanex Corp (MEOH) 0.0 $327k 7.2k 45.23
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Entegris (ENTG) 0.0 $323k NEW 3.4k 93.91
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Bristol Myers Squibb (BMY) 0.0 $323k -3% 5.6k 58.04
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Tfii Cn (TFII) 0.0 $322k NEW 2.5k 129.32
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Cullen/Frost Bankers (CFR) 0.0 $319k NEW 3.5k 91.21
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Oshkosh Corporation (OSK) 0.0 $311k NEW 3.3k 95.43
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Southern Company (SO) 0.0 $297k 4.6k 64.72
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $296k NEW 35k 8.49
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Linde SHS (LIN) 0.0 $295k -56% 792.00 372.35
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Novartis Sponsored Adr (NVS) 0.0 $288k -19% 2.8k 101.86
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Alaska Air (ALK) 0.0 $285k 7.7k 37.08
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Lowe's Companies (LOW) 0.0 $284k -7% 1.4k 207.84
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Philip Morris International (PM) 0.0 $271k -3% 2.9k 92.58
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $263k -4% 3.0k 86.74
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Paypal Holdings (PYPL) 0.0 $263k 4.5k 58.46
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Hartford Financial Services (HIG) 0.0 $262k -6% 3.7k 70.91
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Molina Healthcare (MOH) 0.0 $261k 795.00 327.89
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Columbia Sportswear Company (COLM) 0.0 $259k 3.5k 74.10
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Ventas (VTR) 0.0 $258k +2% 6.1k 42.45
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Altria (MO) 0.0 $253k -2% 6.0k 42.05
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Bank of New York Mellon Corporation (BK) 0.0 $253k -13% 5.9k 42.65
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Texas Instruments Incorporated (TXN) 0.0 $249k -14% 1.6k 159.01
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Wipro Spon Adr 1 Sh (WIT) 0.0 $248k -3% 51k 4.84
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Gilead Sciences (GILD) 0.0 $248k -57% 3.3k 74.94
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Te Connectivity SHS (TEL) 0.0 $246k 2.0k 123.53
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Caterpillar (CAT) 0.0 $242k -2% 888.00 273.00
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MercadoLibre (MELI) 0.0 $240k NEW 189.00 1267.88
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International Paper Company (IP) 0.0 $238k -6% 6.7k 35.47
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Airbnb Com Cl A (ABNB) 0.0 $233k NEW 1.7k 137.21
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Tyson Foods Cl A (TSN) 0.0 $225k 4.5k 50.49
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Quest Diagnostics Incorporated (DGX) 0.0 $222k 1.8k 121.86
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Totalenergies Se Sponsored Ads (TTE) 0.0 $221k -43% 3.4k 65.76
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Floor & Decor Hldgs Cl A (FND) 0.0 $220k NEW 2.4k 90.50
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Imax Corp Cad (IMAX) 0.0 $220k -46% 11k 19.32
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Hdfc Bank Sponsored Ads (HDB) 0.0 $219k NEW 3.7k 59.01
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Eli Lilly & Co. (LLY) 0.0 $219k -73% 408.00 537.13
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Hologic (HOLX) 0.0 $219k NEW 3.2k 69.40
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Cloudflare Cl A Com (NET) 0.0 $215k NEW 3.4k 63.04
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Match Group (MTCH) 0.0 $214k NEW 5.5k 39.17
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Ciena Corp Com New (CIEN) 0.0 $213k NEW 4.5k 47.26
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Commerce Bancshares (CBSH) 0.0 $208k NEW 4.3k 47.98
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Camden Ppty Tr Sh Ben Int (CPT) 0.0 $207k -10% 2.2k 94.58
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Wells Fargo & Company (WFC) 0.0 $205k -16% 5.0k 40.86
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United Microelectronics Corp Spon Adr New (UMC) 0.0 $130k 18k 7.06
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $64k -14% 23k 2.85
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Ambev Sa Sponsored Adr (ABEV) 0.0 $33k +15% 13k 2.58
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $32k -99% 348.00 93.18
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $18k 100.00 176.74
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Lennar Corp CL B (LEN.B) 0.0 $16k NEW 154.00 102.23
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $12k NEW 317.00 37.95
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $11k 50.00 212.42
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $7.5k 32.00 234.91
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $6.0k 200.00 30.15
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Past Filings by Angeles Investment Advisors

SEC 13F filings are viewable for Angeles Investment Advisors going back to 2011

View all past filings