Circle Road Advisors

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

Companies in the Circle Road Advisors portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Walt Disney Company (DIS) 11.87 58234 -15% 139.64
United Technologies Corporation (UTX) 9.52 50098 NEW 130.20
Exxon Mobil Corporation (XOM) 9.48 84746 NEW 76.63
SPDR Dow Jones Industrial Average ETF (DIA) 9.24 23824 +6% 265.87
Verizon Communications (VZ) 9.13 109471 -10% 57.13
Procter & Gamble Company (PG) 8.38 52360 -8% 109.64
SPDR S&P; 500 ETF (SPY) 7.99 18676 -8% 293.00
Danaher Corporation (DHR) 7.69 36864 -18% 142.93
Sony Corporation (SNE) 5.99 78304 NEW 52.39
MasterCard Incorporated (MA) 4.76 12332 -51% 264.52
Fox Corp 3.52 65848 NEW 36.65
Sanofi-Aventis SA (SNY) 3.13 49541 -54% 43.28
Alphabet Inc Class A cs 3.11 1970 NEW 1082.74
GlaxoSmithKline (GSK) 3.10 53028 -62% 40.02
Dollar Tree (DLTR) 3.10 19775 NEW 107.41

Past 13F-HR SEC Filings by Circle Road Advisors

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