Sadoff Investment Management as of June 30, 2014
Portfolio Holdings for Sadoff Investment Management
Sadoff Investment Management holds 52 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Actavis | 6.0 | $46M | 205k | 223.05 | |
| Mylan | 5.0 | $38M | 740k | 51.56 | |
| Yahoo! | 4.7 | $36M | 1.0M | 35.13 | |
| Home Depot (HD) | 4.3 | $33M | 409k | 80.96 | |
| Legg Mason | 4.0 | $31M | 607k | 51.31 | |
| Xilinx | 3.7 | $28M | 597k | 47.31 | |
| Bank of America Corporation (BAC) | 3.6 | $28M | 1.8M | 15.37 | |
| Newell Rubbermaid (NWL) | 3.6 | $28M | 900k | 30.99 | |
| Directv | 3.6 | $28M | 326k | 85.01 | |
| Pfizer (PFE) | 3.5 | $27M | 919k | 29.68 | |
| Bristol Myers Squibb (BMY) | 3.5 | $27M | 561k | 48.51 | |
| Via | 3.5 | $27M | 306k | 86.73 | |
| D.R. Horton (DHI) | 3.4 | $26M | 1.1M | 24.58 | |
| Citigroup (C) | 3.1 | $24M | 510k | 47.10 | |
| Flextronics International Ltd Com Stk (FLEX) | 3.0 | $23M | 2.1M | 11.07 | |
| Texas Instruments Incorporated (TXN) | 3.0 | $23M | 479k | 47.79 | |
| Foot Locker (FL) | 2.8 | $22M | 431k | 50.72 | |
| Fifth Third Ban (FITB) | 2.8 | $22M | 1.0M | 21.35 | |
| Morgan Stanley (MS) | 2.7 | $20M | 632k | 32.33 | |
| eBay (EBAY) | 2.6 | $20M | 398k | 50.06 | |
| Eli Lilly & Co. (LLY) | 2.5 | $19M | 310k | 62.17 | |
| Masco Corporation (MAS) | 2.5 | $19M | 854k | 22.20 | |
| Toll Brothers (TOL) | 2.3 | $18M | 484k | 36.90 | |
| Time Warner | 2.1 | $16M | 232k | 70.25 | |
| Sanmina (SANM) | 1.9 | $15M | 648k | 22.78 | |
| E TRADE Financial Corporation | 1.9 | $15M | 680k | 21.26 | |
| Analog Devices (ADI) | 1.9 | $15M | 268k | 54.07 | |
| Gannett | 1.8 | $14M | 449k | 31.31 | |
| New York Times Company (NYT) | 1.6 | $12M | 813k | 15.21 | |
| Blackstone | 1.3 | $10M | 298k | 33.44 | |
| Duke Energy (DUK) | 1.0 | $7.9M | 107k | 74.19 | |
| At&t (T) | 1.0 | $7.8M | 221k | 35.36 | |
| Southern Company (SO) | 1.0 | $7.5M | 164k | 45.38 | |
| Old Republic International Corporation (ORI) | 1.0 | $7.4M | 447k | 16.54 | |
| Consolidated Edison (ED) | 0.9 | $7.0M | 122k | 57.74 | |
| AllianceBernstein Holding (AB) | 0.8 | $5.8M | 224k | 25.88 | |
| SCANA Corporation | 0.7 | $5.2M | 96k | 53.81 | |
| Xcel Energy (XEL) | 0.4 | $2.8M | 87k | 32.22 | |
| Coca-Cola Company (KO) | 0.3 | $2.7M | 64k | 42.37 | |
| Time | 0.1 | $695k | 29k | 24.20 | |
| Johnson & Johnson (JNJ) | 0.1 | $603k | 5.8k | 104.65 | |
| ConAgra Foods (CAG) | 0.1 | $599k | 20k | 29.69 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $403k | 3.2k | 126.45 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $380k | 2.00 | 190000.00 | |
| Wisconsin Energy Corporation | 0.1 | $353k | 7.5k | 46.87 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $385k | 27k | 14.15 | |
| Dominion Resources (D) | 0.0 | $283k | 4.0k | 71.45 | |
| Apple (AAPL) | 0.0 | $302k | 3.2k | 92.98 | |
| Fiserv (FI) | 0.0 | $295k | 4.9k | 60.38 | |
| U.S. Bancorp (USB) | 0.0 | $209k | 4.8k | 43.28 | |
| Procter & Gamble Company (PG) | 0.0 | $233k | 3.0k | 78.72 | |
| Hillshire Brands | 0.0 | $201k | 3.2k | 62.42 |
