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 September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 9.66 19939 +6% 296.76
SPDR Dow Jones Industrial Average ETF (DIA) 9.66 21979 -7% 269.17
Sanofi-Aventis SA (SNY) 8.09 106907 +115% 46.33
GlaxoSmithKline (GSK) 8.08 115929 +118% 42.68
Zimmer Holdings (ZMH) 6.56 29276 NEW 137.28
Danaher Corporation (DHR) 6.54 27739 -24% 144.42
MasterCard Incorporated (MA) 6.47 14591 +18% 271.54
Sony Corporation (SNE) 6.45 66815 -14% 59.13
Berkshire Hathaway (BRK.B) 6.43 18929 NEW 208.04
Walt Disney Company (DIS) 6.43 30215 -48% 130.33
Verizon Communications (VZ) 6.42 65120 -40% 60.37
United Technologies Corporation (UTX) 6.42 28791 -42% 136.54
Procter & Gamble Company (PG) 6.40 31522 -39% 124.39
Alphabet Inc Class A cs 6.39 3203 +62% 1221.04

Past 13F-HR SEC Filings by Circle Road Advisors

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