Swarthmore

Latest statistics and disclosures from Swarthmore's latest quarterly 13F-HR filing:

Companies in the Swarthmore portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 37.37 646300 +22% 252.93
Technology SPDR (XLK) 6.98 516900 -39% 59.10
Consumer Staples Select Sect. SPDR (XLP) 3.55 288000 -2% 53.98
Financial Select Sector SPDR (XLF) 3.55 599925 +6% 25.86
Consumer Discretionary SPDR (XLY) 2.83 137275 -25% 90.08
Discover Financial Services (DFS) 2.49 169125 64.48
Oracle Corporation (ORCL) 2.48 224325 -12% 48.35
D.R. Horton (DHI) 2.45 268825 -25% 39.93
Anthem 2.33 53750 -14% 189.88
Expedia 2.26 68600 -15% 143.94
Health Care SPDR (XLV) 2.18 116730 -9% 81.73
Bank of America Corporation (BAC) 2.09 361125 -13% 25.34
Apple (AAPL) 2.06 58425 -3% 154.11
Emerson Electric (EMR) 2.02 140850 -16% 62.84
Caterpillar (CAT) 1.96 68875 NEW 124.70
Western Digital (WDC) 1.86 93975 NEW 86.40
Materials SPDR (XLB) 1.82 139875 -27% 56.80
Thermo Fisher Scientific (TMO) 1.79 41450 -19% 189.19
Lockheed Martin Corporation (LMT) 1.72 24225 NEW 310.30
Medtronic 1.66 93250 -16% 77.77
Schlumberger (SLB) 1.59 99650 69.76
Energy Select Sector SPDR (XLE) 1.54 98500 +46% 68.48
Estee Lauder Companies (EL) 1.52 61750 -38% 107.84
iShares NASDAQ Biotechnology Index (IBB) 1.49 19600 -3% 333.57
Metropcs Communications 1.44 101875 +5% 61.66
Microsoft Corporation (MSFT) 1.20 70375 -19% 74.49
Utilities SPDR (XLU) 1.15 95075 53.05
Industrial SPDR (XLI) 1.14 70025 -27% 71.00
Whirlpool Corporation (WHR) 0.40 9600 184.48
JetBlue Airways Corporation (JBLU) 0.29 67975 -83% 18.54
Citigroup Inc 0.25 15000 72.73
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.24 9810 -64% 105.30
Berkshire Hathaway (BRK.B) 0.18 4300 NEW 183.26
Exxon Mobil Corporation (XOM) 0.18 9525 NEW 81.99
SVB Financial (SIVB) 0.17 3900 187.18
Powershares Senior Loan Portfo mf 0.17 32250 23.16
AT&T; (T) 0.13 14075 NEW 39.15
Pfizer (PFE) 0.11 13100 NEW 35.73
Home Depot (HD) 0.10 2700 NEW 163.70
Verizon Communications (VZ) 0.10 8925 NEW 49.52
Comcast Corporation (CMCSA) 0.09 10675 NEW 38.50
Cisco Systems (CSCO) 0.09 11150 NEW 33.63
Intel Corporation (INTC) 0.09 10275 NEW 38.05
Merck & Co (MRK) 0.09 6200 NEW 64.03
UnitedHealth (UNH) 0.09 2075 NEW 195.66
Discovery Communications (DISCA) 0.09 18050 -46% 21.27
Walt Disney Company (DIS) 0.07 3300 NEW 98.48
Amgen (AMGN) 0.07 1600 NEW 186.25
Abbvie 0.07 3625 NEW 88.83
Wal-Mart Stores (WMT) 0.06 3375 NEW 78.22
Altria (MO) 0.06 4250 NEW 63.53
International Business Machines (IBM) 0.06 1925 NEW 144.94
Celgene Corporation (CELG) 0.06 1675 NEW 145.67
Union Pacific Corporation (UNP) 0.05 1800 NEW 116.11
Gilead Sciences (GILD) 0.05 2925 NEW 81.03
Broad 0.05 900 NEW 242.22

Past 13F-HR SEC Filings by Swarthmore

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