Sadoff Investment Management
Latest statistics and disclosures from Sadoff Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MCK, TMUS, MSI, MS, WM, and represent 26.90% of Sadoff Investment Management's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, GOOG, MRK, VBR, AON, AMT, DHR, SPGI, TMO, KO.
- Reduced shares in these 10 stocks: MCK, MSI, WM, TMUS, MS, COR, HD, SCHW, RSG, TXN.
- Sold out of its positions in BA, META, DGRO, PFE, SPIB, VO, HELE.
- Sadoff Investment Management was a net seller of stock by $-32M.
- Sadoff Investment Management has $1.3B in assets under management (AUM), dropping by -3.52%.
- Central Index Key (CIK): 0001021008
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Portfolio Holdings for Sadoff Investment Management
Sadoff Investment Management holds 86 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 6.1 | $78M | -4% | 230k | 340.40 |
|
| Metropcs Communications (TMUS) | 5.5 | $71M | -2% | 530k | 134.17 |
|
| Motorola Solutions Com New (MSI) | 5.4 | $69M | -3% | 308k | 224.76 |
|
| Morgan Stanley Com New (MS) | 5.0 | $64M | 816k | 79.01 |
|
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| Waste Management (WM) | 4.9 | $63M | -2% | 391k | 160.21 |
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| Home Depot (HD) | 4.5 | $58M | 210k | 275.94 |
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| Charles Schwab Corporation (SCHW) | 3.9 | $50M | -2% | 700k | 71.87 |
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| Texas Instruments Incorporated (TXN) | 3.5 | $45M | 289k | 154.78 |
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| D.R. Horton (DHI) | 3.4 | $43M | 645k | 67.35 |
|
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| Cisco Systems (CSCO) | 3.4 | $43M | 1.1M | 40.00 |
|
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| AmerisourceBergen (COR) | 3.2 | $41M | -2% | 299k | 135.33 |
|
| CVS Caremark Corporation (CVS) | 2.9 | $38M | 397k | 95.37 |
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| Republic Services (RSG) | 2.8 | $36M | -2% | 262k | 136.53 |
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| Advanced Micro Devices (AMD) | 2.7 | $35M | 545k | 63.36 |
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| Ciena Corp Com New (CIEN) | 2.6 | $34M | 832k | 40.43 |
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| Ford Motor Company (F) | 2.6 | $33M | 3.0M | 11.20 |
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| General Electric Com New (GE) | 2.6 | $33M | 537k | 61.92 |
|
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| Masco Corporation (MAS) | 2.5 | $32M | -2% | 679k | 46.69 |
|
| Corning Incorporated (GLW) | 2.1 | $27M | 921k | 29.02 |
|
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| Analog Devices (ADI) | 2.1 | $26M | -2% | 189k | 139.34 |
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| Eaton Corp SHS (ETN) | 1.9 | $25M | -2% | 184k | 133.36 |
|
| MGIC Investment (MTG) | 1.9 | $24M | -2% | 1.9M | 12.82 |
|
| Procter & Gamble Company (PG) | 1.9 | $24M | -2% | 191k | 126.25 |
|
| Bank of America Corporation (BAC) | 1.8 | $24M | -2% | 779k | 30.20 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.7 | $22M | 696k | 31.67 |
|
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| Juniper Networks (JNPR) | 1.7 | $22M | -2% | 830k | 26.12 |
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| General Motors Company (GM) | 1.6 | $21M | 656k | 32.09 |
|
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| Paccar (PCAR) | 1.6 | $20M | 242k | 83.69 |
|
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| Blackstone Group Inc Com Cl A (BX) | 1.6 | $20M | -3% | 242k | 83.70 |
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| Bath & Body Works In (BBWI) | 1.4 | $18M | -2% | 562k | 32.60 |
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| Radian (RDN) | 1.4 | $18M | 906k | 19.29 |
|
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| Southern Company (SO) | 1.0 | $13M | 192k | 68.00 |
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| Stericycle (SRCL) | 1.0 | $13M | 309k | 42.11 |
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| Consolidated Edison (ED) | 1.0 | $13M | 145k | 85.76 |
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| Old Republic International Corporation (ORI) | 0.9 | $12M | 562k | 20.93 |
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| Duke Energy Corp Com New (DUK) | 0.9 | $12M | 124k | 93.02 |
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| Apple (AAPL) | 0.9 | $11M | -4% | 81k | 138.20 |
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| Medical Properties Trust (MPW) | 0.6 | $8.1M | 669k | 12.15 |
|
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.5 | $7.0M | -2% | 200k | 35.06 |
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| Victorias Secret And Common Stock (VSCO) | 0.4 | $5.6M | -2% | 194k | 29.12 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $4.4M | -3% | 43k | 102.58 |
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| Xcel Energy (XEL) | 0.3 | $3.8M | 59k | 64.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $3.6M | 48k | 74.81 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $2.4M | 55k | 43.98 |
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| Wec Energy Group (WEC) | 0.2 | $2.4M | -6% | 27k | 89.42 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.7M | 36k | 46.10 |
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| Microsoft Corporation (MSFT) | 0.1 | $1.3M | 5.5k | 232.88 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $1.1M | 26k | 43.55 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $910k | 12k | 73.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $830k | -16% | 3.1k | 267.14 |
|
| Amazon (AMZN) | 0.1 | $692k | -8% | 6.1k | 112.98 |
|
| Johnson & Johnson (JNJ) | 0.1 | $662k | -5% | 4.1k | 163.38 |
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| Fiserv (FI) | 0.0 | $592k | 6.3k | 93.54 |
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| Fastenal Company (FAST) | 0.0 | $551k | 12k | 46.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $549k | +1906% | 5.7k | 95.64 |
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| Eli Lilly & Co. (LLY) | 0.0 | $474k | 1.5k | 323.55 |
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| Old National Ban (ONB) | 0.0 | $467k | 28k | 16.48 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $447k | -2% | 4.3k | 104.54 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $439k | 865.00 | 507.51 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $427k | +2% | 3.0k | 143.48 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $415k | 5.6k | 74.20 |
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| McDonald's Corporation (MCD) | 0.0 | $412k | -9% | 1.8k | 230.81 |
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| Visa Com Cl A (V) | 0.0 | $380k | -2% | 2.1k | 177.74 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $359k | 1.0k | 359.00 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $356k | -5% | 1.3k | 284.35 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $341k | 4.2k | 81.31 |
|
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| Merck & Co (MRK) | 0.0 | $338k | +8% | 3.9k | 86.82 |
|
| Coca-Cola Company (KO) | 0.0 | $331k | 5.9k | 56.54 |
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| S&p Global (SPGI) | 0.0 | $325k | 1.1k | 305.74 |
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| Abbott Laboratories (ABT) | 0.0 | $312k | -2% | 3.2k | 96.83 |
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| Aon Shs Cl A (AON) | 0.0 | $305k | +2% | 1.1k | 267.78 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $304k | -16% | 3.5k | 87.28 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $274k | -17% | 2.7k | 102.58 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $251k | 2.6k | 96.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $240k | -6% | 2.8k | 87.08 |
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| Wal-Mart Stores (WMT) | 0.0 | $229k | 1.8k | 129.52 |
|
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| Dominion Resources (D) | 0.0 | $228k | -23% | 3.3k | 69.01 |
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| American Tower Reit (AMT) | 0.0 | $219k | +2% | 1.0k | 214.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $219k | +1865% | 2.3k | 96.05 |
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| Danaher Corporation (DHR) | 0.0 | $217k | +2% | 839.00 | 258.64 |
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| Bank First National Corporation (BFC) | 0.0 | $215k | 2.8k | 76.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $214k | -33% | 597.00 | 358.46 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $209k | 2.3k | 91.59 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $200k | -17% | 2.5k | 80.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $200k | 936.00 | 213.68 |
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| Rewalk Robotics SHS | 0.0 | $15k | 17k | 0.90 |
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Past Filings by Sadoff Investment Management
SEC 13F filings are viewable for Sadoff Investment Management going back to 2011
- Sadoff Investment Management 2022 Q3 filed Oct. 31, 2022
- Sadoff Investment Management 2022 Q2 filed Aug. 5, 2022
- Sadoff Investment Management 2022 Q1 filed May 12, 2022
- Sadoff Investment Management 2021 Q4 filed Feb. 2, 2022
- Sadoff Investment Management 2021 Q3 filed Nov. 16, 2021
- Sadoff Investment Management 2021 Q2 filed Aug. 2, 2021
- Sadoff Investment Management 2021 Q1 filed May 11, 2021
- Sadoff Investment Management 2020 Q4 filed Feb. 2, 2021
- Sadoff Investment Management 2020 Q3 filed Nov. 13, 2020
- Sadoff Investment Management 2020 Q2 filed Aug. 13, 2020
- Sadoff Investment Management 2020 Q1 filed April 23, 2020
- Sadoff Investment Management 2019 Q4 filed Jan. 29, 2020
- Sadoff Investment Management 2019 Q3 filed Nov. 14, 2019
- Sadoff Investment Management 2019 Q2 filed Aug. 7, 2019
- Sadoff Investment Management 2019 Q1 filed May 13, 2019
- Sadoff Investment Management 2018 Q4 filed Feb. 1, 2019