Sadoff Investment Management as of Sept. 30, 2014
Portfolio Holdings for Sadoff Investment Management
Sadoff Investment Management holds 52 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Actavis | 6.1 | $48M | 197k | 241.28 | |
| Yahoo! | 5.4 | $42M | 1.0M | 40.75 | |
| Home Depot (HD) | 4.9 | $38M | 414k | 91.74 | |
| Mylan | 4.3 | $33M | 732k | 45.49 | |
| Bank of America Corporation (BAC) | 4.0 | $31M | 1.8M | 17.05 | |
| Legg Mason | 4.0 | $31M | 611k | 51.16 | |
| Newell Rubbermaid (NWL) | 4.0 | $31M | 906k | 34.41 | |
| Bristol Myers Squibb (BMY) | 3.7 | $29M | 566k | 51.18 | |
| Directv | 3.6 | $28M | 321k | 86.52 | |
| Pfizer (PFE) | 3.5 | $28M | 930k | 29.57 | |
| Citigroup (C) | 3.5 | $27M | 525k | 51.82 | |
| Xilinx | 3.3 | $26M | 605k | 42.35 | |
| Foot Locker (FL) | 3.1 | $24M | 434k | 55.65 | |
| Via | 3.0 | $24M | 306k | 76.94 | |
| Texas Instruments Incorporated (TXN) | 2.9 | $23M | 479k | 47.69 | |
| eBay (EBAY) | 2.9 | $23M | 403k | 56.63 | |
| Morgan Stanley (MS) | 2.9 | $22M | 644k | 34.57 | |
| Flextronics International Ltd Com Stk (FLEX) | 2.8 | $22M | 2.1M | 10.32 | |
| D.R. Horton (DHI) | 2.8 | $22M | 1.0M | 20.52 | |
| Masco Corporation (MAS) | 2.7 | $21M | 866k | 23.92 | |
| Eli Lilly & Co. (LLY) | 2.6 | $21M | 317k | 64.85 | |
| Fifth Third Ban (FITB) | 2.6 | $21M | 1.0M | 20.02 | |
| Time Warner | 2.3 | $18M | 233k | 75.21 | |
| E TRADE Financial Corporation | 2.0 | $16M | 686k | 22.59 | |
| Toll Brothers (TOL) | 2.0 | $15M | 495k | 31.16 | |
| Sanmina (SANM) | 1.8 | $14M | 654k | 20.86 | |
| Gannett | 1.7 | $14M | 455k | 29.67 | |
| Analog Devices (ADI) | 1.7 | $13M | 271k | 49.49 | |
| Blackstone | 1.2 | $9.4M | 298k | 31.48 | |
| New York Times Company (NYT) | 1.2 | $9.2M | 819k | 11.22 | |
| Duke Energy (DUK) | 1.0 | $8.1M | 108k | 74.77 | |
| At&t (T) | 1.0 | $7.9M | 223k | 35.24 | |
| Southern Company (SO) | 0.9 | $7.3M | 167k | 43.65 | |
| Consolidated Edison (ED) | 0.9 | $7.0M | 124k | 56.66 | |
| Old Republic International Corporation (ORI) | 0.8 | $6.5M | 456k | 14.28 | |
| AllianceBernstein Holding (AB) | 0.8 | $5.8M | 225k | 26.01 | |
| SCANA Corporation | 0.6 | $4.8M | 96k | 49.61 | |
| Coca-Cola Company (KO) | 0.3 | $2.7M | 63k | 42.65 | |
| Xcel Energy (XEL) | 0.3 | $2.6M | 86k | 30.39 | |
| Time | 0.1 | $665k | 28k | 23.42 | |
| Johnson & Johnson (JNJ) | 0.1 | $614k | 5.8k | 106.56 | |
| ConAgra Foods (CAG) | 0.1 | $605k | 18k | 33.02 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $433k | 3.1k | 138.03 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $414k | 2.00 | 207000.00 | |
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $378k | 27k | 14.10 | |
| Dominion Resources (D) | 0.0 | $274k | 4.0k | 69.17 | |
| Apple (AAPL) | 0.0 | $288k | 2.9k | 100.59 | |
| Wisconsin Energy Corporation | 0.0 | $324k | 7.5k | 43.03 | |
| Fiserv (FI) | 0.0 | $316k | 4.9k | 64.67 | |
| U.S. Bancorp (USB) | 0.0 | $202k | 4.8k | 41.83 | |
| Intel Corporation (INTC) | 0.0 | $230k | 6.6k | 34.85 | |
| Procter & Gamble Company (PG) | 0.0 | $206k | 2.5k | 83.74 |
