Swarthmore Group

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

  • Top 5 stock holdings are IVV, MSFT, GOOGL, TMO, BLK, and represent 33.88% of Swarthmore Group's stock portfolio.
  • Swarthmore Group has $387M in assets under management (AUM), dropping by 0.00%.
  • Central Index Key (CIK): 0001019531

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Portfolio Holdings for Swarthmore Group

Companies in the Swarthmore Group portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 20.9 $81M 188k 429.92
Microsoft Corporation (MSFT) 3.5 $13M 49k 270.90
Alphabet Inc Class A cs (GOOGL) 3.4 $13M 5.4k 2441.71
Thermo Fisher Scientific (TMO) 3.2 $12M 24k 504.49
BlackRock (BLK) 2.9 $11M 13k 874.96
Anthem (ANTM) 2.9 $11M 29k 381.81
Visa (V) 2.8 $11M 47k 233.82
Lam Research Corporation (LRCX) 2.8 $11M 17k 650.69
Morgan Stanley (MS) 2.8 $11M 116k 91.69
Lowe's Companies (LOW) 2.7 $10M 54k 193.97
United Parcel Service (UPS) 2.6 $10M 49k 207.97
Facebook Inc cl a (FB) 2.6 $10M 29k 347.70
Allstate Corporation (ALL) 2.6 $9.9M 76k 130.43
O'reilly Automotive (ORLY) 2.6 $9.9M 18k 566.23

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Stryker Corporation (SYK) 2.4 $9.2M 35k 259.74
Qualcomm (QCOM) 2.4 $9.1M 64k 142.94
Ss&c Technologies Holding (SSNC) 2.3 $9.0M 125k 72.06
Union Pacific Corporation (UNP) 2.2 $8.7M 40k 219.92
TJX Companies (TJX) 2.2 $8.6M 128k 67.42
Apple (AAPL) 2.2 $8.6M 63k 136.96
D.R. Horton (DHI) 2.1 $8.1M 90k 90.37
salesforce (CRM) 2.1 $8.1M 33k 244.27
Caterpillar (CAT) 2.1 $8.0M 37k 217.63
Sherwin-Williams Company (SHW) 2.0 $7.8M 29k 272.47
Republic Services (RSG) 2.0 $7.6M 69k 110.00
JPMorgan Chase & Co. (JPM) 1.6 $6.2M 40k 155.53
Verizon Communications (VZ) 1.5 $5.9M 105k 56.03
Martin Marietta Materials (MLM) 1.5 $5.8M 17k 351.83
Abbott Laboratories (ABT) 1.4 $5.5M 47k 115.93
Procter & Gamble Company (PG) 1.4 $5.4M 40k 134.94
Nextera Energy (NEE) 1.3 $5.2M 71k 73.28
Regions Financial Corporation (RF) 1.3 $5.0M 249k 20.18
Corning Incorporated (GLW) 1.1 $4.3M 105k 40.90
Chevron Corporation (CVX) 1.0 $3.7M 36k 104.73
Extra Space Storage (EXR) 1.0 $3.7M 23k 163.84
NetApp (NTAP) 0.9 $3.4M 41k 81.81
Pioneer Natural Resources (PXD) 0.8 $3.1M 19k 162.50
Tyson Foods (TSN) 0.8 $3.0M 41k 73.76
General Motors Company (GM) 0.8 $3.0M 50k 59.17
Truist Financial Corp equities (TFC) 0.7 $2.8M 51k 55.50
Wells Fargo & Company (WFC) 0.5 $1.9M 42k 45.28
Hershey Company (HSY) 0.2 $745k 4.3k 174.11
Schwab Strategic Tr us lrg cap etf (SCHX) 0.1 $323k 3.1k 104.03
McDonald's Corporation (MCD) 0.1 $272k 1.2k 231.29

Past Filings by Swarthmore Group

SEC 13F filings are viewable for Swarthmore Group going back to 2011

View all past filings