Annandale Capital as of March 31, 2021
Portfolio Holdings for Annandale Capital
Annandale Capital holds 69 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Mbs Etf (MBB) | 11.9 | $17M | 155k | 108.42 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 8.9 | $13M | 124k | 101.09 | |
Microsoft Corporation (MSFT) | 4.8 | $6.8M | 29k | 235.76 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.6 | $6.5M | 16k | 396.32 | |
Apple (AAPL) | 4.6 | $6.5M | 53k | 122.15 | |
Global X Mlp Etf etf (MLPA) | 4.1 | $5.8M | 182k | 31.60 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $5.4M | 21k | 255.48 | |
Home Depot (HD) | 3.7 | $5.2M | 17k | 305.25 | |
Cisco Systems (CSCO) | 3.4 | $4.8M | 94k | 51.71 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 3.2 | $4.5M | 55k | 82.19 | |
Antero Midstream Corp antero midstream (AM) | 3.1 | $4.4M | 483k | 9.03 | |
Kinder Morgan (KMI) | 3.1 | $4.3M | 259k | 16.65 | |
Wal-Mart Stores (WMT) | 3.1 | $4.3M | 32k | 135.83 | |
Ishares Tr Msci Eafe Etf (EFA) | 2.8 | $3.9M | 52k | 75.87 | |
Spdr Gold Tr Gold Shs (GLD) | 2.7 | $3.7M | 23k | 159.95 | |
Johnson & Johnson (JNJ) | 2.5 | $3.5M | 21k | 164.33 | |
Enterprise Products Partners (EPD) | 2.1 | $2.9M | 132k | 22.02 | |
Williams Companies (WMB) | 1.9 | $2.7M | 115k | 23.69 | |
Antero Res (AR) | 1.9 | $2.6M | 256k | 10.20 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.7 | $2.4M | 45k | 53.34 | |
Magellan Midstream Prtnrs Com Unit Rp Lp | 1.5 | $2.2M | 50k | 43.36 | |
Ishares Tr Short Treas Bd (SHV) | 1.3 | $1.9M | 17k | 110.52 | |
Urogen Pharma (URGN) | 1.2 | $1.7M | 86k | 19.48 | |
Arch Cap Group Ord (ACGL) | 1.1 | $1.6M | 41k | 38.37 | |
Holly Energy Partners Com Ut Ltd Ptn | 1.0 | $1.5M | 76k | 19.11 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.9 | $1.2M | 48k | 25.63 | |
Enbridge (ENB) | 0.9 | $1.2M | 33k | 36.39 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.2M | 13k | 86.21 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.8 | $1.1M | 119k | 9.09 | |
Bank of America Corporation (BAC) | 0.7 | $1.1M | 27k | 38.69 | |
Pembina Pipeline Corp (PBA) | 0.7 | $992k | 34k | 28.83 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $946k | 123k | 7.68 | |
Alleghany Corporation | 0.6 | $812k | 1.3k | 626.54 | |
Markel Corporation (MKL) | 0.6 | $809k | 710.00 | 1139.44 | |
Marathon Petroleum Corp (MPC) | 0.6 | $780k | 15k | 53.46 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $778k | 376.00 | 2069.15 | |
Progressive Corporation (PGR) | 0.5 | $751k | 7.9k | 95.66 | |
W.R. Berkley Corporation (WRB) | 0.5 | $739k | 9.8k | 75.30 | |
Csw Industrials (CSWI) | 0.5 | $720k | 5.3k | 135.03 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $612k | 4.0k | 152.31 | |
Jpmorgan Chase & Co Alerian Ml Etn | 0.4 | $589k | 36k | 16.59 | |
M&T Bank Corporation (MTB) | 0.3 | $454k | 3.0k | 151.69 | |
Abbvie (ABBV) | 0.3 | $452k | 4.2k | 108.16 | |
Wells Fargo & Company (WFC) | 0.3 | $421k | 11k | 39.05 | |
Abbott Laboratories (ABT) | 0.3 | $414k | 3.5k | 119.90 | |
Merck & Co (MRK) | 0.3 | $400k | 5.2k | 77.06 | |
Ingredion Incorporated (INGR) | 0.3 | $396k | 4.4k | 89.92 | |
Pfizer (PFE) | 0.3 | $387k | 11k | 36.19 | |
Qualcomm (QCOM) | 0.3 | $374k | 2.8k | 132.58 | |
Dollar Tree (DLTR) | 0.2 | $348k | 3.0k | 114.47 | |
Sba Communications Corp Cl A (SBAC) | 0.2 | $333k | 1.2k | 277.50 | |
CBOE Holdings (CBOE) | 0.2 | $329k | 3.3k | 98.71 | |
General Electric Company | 0.2 | $323k | 25k | 13.12 | |
Redhill Biopharma Sponsored Ads | 0.2 | $319k | 44k | 7.33 | |
S&p Global (SPGI) | 0.2 | $318k | 902.00 | 352.55 | |
Barclays Adr (BCS) | 0.2 | $314k | 31k | 10.22 | |
Exxon Mobil Corporation (XOM) | 0.2 | $310k | 5.5k | 55.90 | |
3M Company (MMM) | 0.2 | $289k | 1.5k | 192.80 | |
Aon Shs Cl A (AON) | 0.2 | $258k | 1.1k | 229.74 | |
Intel Corporation (INTC) | 0.2 | $251k | 3.9k | 63.92 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $236k | 1.1k | 221.18 | |
Suncor Energy (SU) | 0.2 | $234k | 11k | 20.89 | |
Booking Holdings (BKNG) | 0.2 | $228k | 98.00 | 2326.53 | |
Kraft Heinz (KHC) | 0.2 | $217k | 5.4k | 40.09 | |
Amazon (AMZN) | 0.2 | $217k | 70.00 | 3100.00 | |
Ituran Location And Control SHS (ITRN) | 0.2 | $212k | 10k | 21.20 | |
Black Stone Minerals Com Unit (BSM) | 0.1 | $111k | 13k | 8.72 | |
Kimbell Rty Partners Lp unit (KRP) | 0.1 | $107k | 11k | 10.12 | |
Enerplus Corp | 0.1 | $102k | 20k | 5.00 |