H. L. Ormond & Company, LLC has filed its 13F form on November 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $62.4 Million distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $2.16M, Pepsico Inc with a value of $1.79M, Diageo PLC with a value of $1.61M, Alphabet Inc. with a value of $1.58M, and Fastenal CO with a value of $1.55M.

Examining the 13F form we can see an increase of $603K in the current position value, from $61.8M to 62.4M.

H. L. Ormond & Company, LLC is based out at Greenville, NC

Below you can find more details about H. L. Ormond & Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $62.4 Million
Financial Services: $12.7 Million
Technology: $8.68 Million
ETFs: $8.42 Million
Consumer Cyclical: $7.42 Million
Industrials: $7.38 Million
Consumer Defensive: $4.65 Million
Healthcare: $4.13 Million
Communication Services: $2.88 Million
Other: $4.09 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $62.4 Million
  • Prior Value $61.8 Million
  • Filing
  • Period Q3 2022
  • Filing Date November 14, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 5 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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