Needelman Asset Management as of Dec. 31, 2013
Portfolio Holdings for Needelman Asset Management
Needelman Asset Management holds 37 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Bank of America Corporation (BAC) | 4.0 | $1.2M | 77k | 15.57 | |
Honeywell International (HON) | 3.9 | $1.2M | 13k | 91.38 | |
Apple (AAPL) | 3.8 | $1.1M | 2.0k | 561.04 | |
Johnson & Johnson (JNJ) | 3.7 | $1.1M | 12k | 91.56 | |
Markel Corporation (MKL) | 3.6 | $1.1M | 1.9k | 580.27 | |
JPMorgan Chase & Co. (JPM) | 3.5 | $1.1M | 18k | 58.46 | |
Pfizer (PFE) | 3.5 | $1.1M | 34k | 30.62 | |
UnitedHealth (UNH) | 3.4 | $1.0M | 14k | 75.30 | |
Fluor Corporation (FLR) | 3.2 | $982k | 12k | 80.29 | |
Procter & Gamble Company (PG) | 3.2 | $981k | 12k | 81.37 | |
Qualcomm (QCOM) | 3.2 | $962k | 13k | 74.23 | |
Diageo (DEO) | 3.2 | $957k | 7.2k | 132.38 | |
Emerson Electric (EMR) | 3.1 | $952k | 14k | 70.21 | |
Intel Corporation (INTC) | 3.1 | $946k | 36k | 25.96 | |
Yum! Brands (YUM) | 3.1 | $947k | 13k | 75.64 | |
Berkshire Hathaway (BRK.B) | 3.1 | $940k | 7.9k | 118.61 | |
WellPoint | 3.1 | $935k | 10k | 92.35 | |
Chubb Corporation | 3.0 | $908k | 9.4k | 96.65 | |
Aon | 3.0 | $898k | 11k | 83.89 | |
Kimberly-Clark Corporation (KMB) | 2.8 | $833k | 8.0k | 104.48 | |
Chevron Corporation (CVX) | 2.7 | $823k | 6.6k | 124.98 | |
General Electric Company | 2.7 | $819k | 29k | 28.03 | |
Bristol Myers Squibb (BMY) | 2.7 | $809k | 15k | 53.12 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.6 | $799k | 11k | 73.60 | |
Teva Pharmaceutical Industries (TEVA) | 2.5 | $758k | 19k | 40.08 | |
Merck & Co (MRK) | 2.3 | $690k | 14k | 50.04 | |
Verizon Communications (VZ) | 2.3 | $687k | 14k | 49.13 | |
At&t (T) | 2.1 | $649k | 18k | 35.18 | |
Public Service Enterprise (PEG) | 2.1 | $633k | 20k | 32.04 | |
Wells Fargo & Company (WFC) | 2.1 | $630k | 14k | 45.37 | |
Mondelez Int (MDLZ) | 2.0 | $596k | 17k | 35.32 | |
Abbvie (ABBV) | 1.8 | $548k | 10k | 52.83 | |
International Business Machines (IBM) | 1.5 | $468k | 2.5k | 187.50 | |
Abbott Laboratories (ABT) | 1.4 | $437k | 11k | 38.29 | |
Kraft Foods | 1.1 | $328k | 6.1k | 53.89 | |
Energy Transfer Partners | 1.0 | $309k | 5.4k | 57.22 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $208k | 1.1k | 184.89 |