Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR
Every 13F-reported equity position this quarter with its quarter-over-quarter change; each row traces to the filer's 13F-HR on EDGAR.
Connolly Sarah T. (CIK 1845262) reported $1.1M across 4 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: MSFT ($389,201, 35.15%), NEE ($283,960, 25.64%), PG ($233,292, 21.07%), ABT ($200,878, 18.14%), AAPL ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | $389,201 | 35.15% | 1,035 | Trimmed |
| 2 | NEE | NextEra Energy Inc | $283,960 | 25.64% | 4,675 | Trimmed |
| 3 | PG | Procter & Gamble Co | $233,292 | 21.07% | 1,592 | Trimmed |
| 4 | ABT | Abbott Laboratories | $200,878 | 18.14% | 1,825 | Trimmed |
| 5 | AAPL | Apple Inc | $0 | 0.00% | 0 | Exited |
| 6 | ABBV | AbbVie Inc | $0 | 0.00% | 0 | Exited |
| 7 | ACN | Accenture PLC Cl A | $0 | 0.00% | 0 | Exited |
| 8 | ADI | Analog Devices Inc | $0 | 0.00% | 0 | Exited |
| 9 | ADP | Automatic Data Processing Inc | $0 | 0.00% | 0 | Exited |
| 10 | AEP | American Electric Power Co Inc | $0 | 0.00% | 0 | Exited |
| 11 | AMGN | Amgen Inc | $0 | 0.00% | 0 | Exited |
| 12 | AMT | American Tower Corp | $0 | 0.00% | 0 | Exited |
| 13 | AMZN | Amazon.com Inc | $0 | 0.00% | 0 | Exited |
| 14 | APD | Air Products & Chemicals Inc | $0 | 0.00% | 0 | Exited |
| 15 | ATO | Atmos Energy Corp | $0 | 0.00% | 0 | Exited |
| 16 | AXP | American Express Co | $0 | 0.00% | 0 | Exited |
| 17 | BAC | Bank of America Corp | $0 | 0.00% | 0 | Exited |
| 18 | BAX | Baxter International Inc | $0 | 0.00% | 0 | Exited |
| 19 | BKNG | Booking Holdings Inc | $0 | 0.00% | 0 | Exited |
| 20 | BLK | Blackrock Inc | $0 | 0.00% | 0 | Exited |
| 21 | BP | BP PLC Sponsored ADR | $0 | 0.00% | 0 | Exited |
| 22 | BRKB | Berkshire Hathaway Inc Cl B | $0 | 0.00% | 0 | Exited |
| 23 | CMCSA | Comcast Corp New Cl A | $0 | 0.00% | 0 | Exited |
| 24 | CP | Canadian Pacific Kansas City LTD | $0 | 0.00% | 0 | Exited |
| 25 | CRM | Salesforce Inc | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-12-31