Van Leeuwen & Company as of March 31, 2020
Portfolio Holdings for Van Leeuwen & Company
Van Leeuwen & Company holds 72 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ross Stores (ROST) | 4.8 | $5.0M | 58k | 86.97 | |
| Microsoft Corporation (MSFT) | 4.0 | $4.2M | 27k | 157.69 | |
| SPDR Gold Trust (GLD) | 4.0 | $4.1M | 28k | 148.05 | |
| Abbott Laboratories (ABT) | 3.9 | $4.1M | 52k | 78.90 | |
| Berkshire Hathaway (BRK.B) | 3.9 | $4.0M | 22k | 182.84 | |
| Apple (AAPL) | 3.8 | $3.9M | 15k | 254.28 | |
| Alphabet Inc Class C cs (GOOG) | 3.4 | $3.5M | 3.0k | 1162.81 | |
| Spdr S&p 500 Etf (SPY) | 3.3 | $3.4M | 13k | 257.75 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $3.3M | 10k | 318.20 | |
| Zoetis Inc Cl A (ZTS) | 2.9 | $3.0M | 25k | 117.68 | |
| UnitedHealth (UNH) | 2.8 | $3.0M | 12k | 249.35 | |
| Visa (V) | 2.8 | $2.9M | 18k | 161.10 | |
| Estee Lauder Companies (EL) | 2.8 | $2.9M | 18k | 159.34 | |
| Mondelez Int (MDLZ) | 2.7 | $2.8M | 56k | 50.08 | |
| Blackstone Group Inc Com Cl A (BX) | 2.5 | $2.6M | 57k | 45.57 | |
| salesforce (CRM) | 2.4 | $2.5M | 17k | 143.99 | |
| Intel Corporation (INTC) | 2.3 | $2.4M | 44k | 54.11 | |
| Amazon (AMZN) | 2.2 | $2.2M | 1.2k | 1949.74 | |
| Bristol Myers Squibb (BMY) | 1.9 | $2.0M | 36k | 55.75 | |
| TJX Companies (TJX) | 1.9 | $2.0M | 41k | 47.82 | |
| iShares S&P 500 Index (IVV) | 1.8 | $1.9M | 7.3k | 258.43 | |
| Merck & Co (MRK) | 1.8 | $1.8M | 24k | 76.92 | |
| Brown & Brown (BRO) | 1.7 | $1.8M | 49k | 36.23 | |
| Uber Technologies (UBER) | 1.7 | $1.8M | 64k | 27.92 | |
| Home Depot (HD) | 1.6 | $1.7M | 8.9k | 186.72 | |
| Dollar General (DG) | 1.5 | $1.6M | 10k | 151.00 | |
| At&t (T) | 1.5 | $1.5M | 53k | 29.15 | |
| Eli Lilly & Co. (LLY) | 1.4 | $1.5M | 11k | 138.74 | |
| United Parcel Service (UPS) | 1.4 | $1.5M | 16k | 93.41 | |
| iShares S&P 100 Index (OEF) | 1.4 | $1.4M | 12k | 118.62 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.3M | 10k | 131.12 | |
| Lowe's Companies (LOW) | 1.2 | $1.3M | 15k | 86.08 | |
| L3harris Technologies (LHX) | 1.2 | $1.2M | 6.9k | 180.09 | |
| Danaher Corporation (DHR) | 1.2 | $1.2M | 9.0k | 138.43 | |
| Equinix (EQIX) | 1.1 | $1.1M | 1.8k | 624.37 | |
| Nike (NKE) | 1.1 | $1.1M | 13k | 82.73 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $1.0M | 894.00 | 1162.19 | |
| Waste Management (WM) | 1.0 | $1.0M | 11k | 92.53 | |
| General Electric Company | 0.9 | $987k | 124k | 7.94 | |
| Comcast Corporation (CMCSA) | 0.9 | $966k | 28k | 34.38 | |
| Citigroup (C) | 0.8 | $855k | 20k | 42.12 | |
| S&p Global (SPGI) | 0.8 | $857k | 3.5k | 245.07 | |
| Republic Services (RSG) | 0.7 | $751k | 10k | 75.04 | |
| Boeing Company (BA) | 0.7 | $702k | 4.7k | 149.04 | |
| Accenture (ACN) | 0.7 | $698k | 4.3k | 163.24 | |
| Atmos Energy Corporation (ATO) | 0.7 | $701k | 7.1k | 99.19 | |
| Intuit (INTU) | 0.7 | $682k | 3.0k | 229.86 | |
| Vanguard Growth ETF (VUG) | 0.6 | $617k | 3.9k | 156.72 | |
| Financial Select Sector SPDR (XLF) | 0.5 | $536k | 26k | 20.83 | |
| Walt Disney Company (DIS) | 0.4 | $416k | 4.3k | 96.63 | |
| Chevron Corporation (CVX) | 0.4 | $395k | 5.5k | 72.48 | |
| Coca-Cola Company (KO) | 0.3 | $343k | 7.7k | 44.31 | |
| Broadcom 8 00 Manda Conv Srs A Prf | 0.3 | $330k | 353.00 | 934.84 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $319k | 2.5k | 127.91 | |
| Norfolk Southern (NSC) | 0.3 | $310k | 2.1k | 146.02 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $304k | 3.4k | 89.91 | |
| Advanced Micro Devices (AMD) | 0.3 | $305k | 6.7k | 45.52 | |
| Consolidated Edison (ED) | 0.3 | $291k | 3.7k | 77.97 | |
| Qualcomm (QCOM) | 0.3 | $277k | 4.1k | 67.56 | |
| Eaton (ETN) | 0.3 | $272k | 3.5k | 77.60 | |
| SPDR KBW Insurance (KIE) | 0.2 | $264k | 11k | 24.94 | |
| Procter & Gamble Company (PG) | 0.2 | $238k | 2.2k | 109.83 | |
| iShares Russell 1000 Value Index (IWD) | 0.2 | $235k | 2.4k | 99.16 | |
| Alliant Energy Corporation (LNT) | 0.2 | $235k | 4.9k | 48.38 | |
| Pvh Corporation (PVH) | 0.2 | $239k | 6.3k | 37.70 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $235k | 4.3k | 54.37 | |
| Square Inc cl a (XYZ) | 0.2 | $239k | 4.6k | 52.41 | |
| BP (BP) | 0.2 | $234k | 9.6k | 24.37 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.2 | $227k | 4.2k | 54.55 | |
| Digital Realty Trust (DLR) | 0.2 | $205k | 1.5k | 138.98 | |
| British American Tobac (BTI) | 0.2 | $212k | 6.2k | 34.26 | |
| Tuesday Morning Corporation | 0.0 | $12k | 20k | 0.60 |