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Angeles Investment Advisors, LLC Historic Quarter Change: USA Stocks, New

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Angeles Investment Advisors, LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Angeles Investment Advisors, LLC opened 60 positions, added to 176, reduced 234 and sold out of 194.

  • Q1 2025: Stock ECG; Country of operation United States; Class COM; Shares before 0.
  • Q1 2025: Stock PEP; Country of operation United States; Class COM; Shares before 0.
  • Q4 2024: Stock BLK; Country of operation United States; Class COM; Shares before 0.
  • Q4 2024: Stock TKR; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1535695), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2011-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2025ECG
EVERUS CONSTR GROUP		United StatesCOM064,581+64,581$0$2,395,309+$2,395,3092025-05-15
Q1 2025PEP
PEPSICO INC		United StatesCOM03,126+3,126$0$468,712+$468,7122025-05-15
Q4 2024BLK
BLACKROCK INC		United StatesCOM0590+590$0$604,815+$604,8152025-02-11
Q4 2024TKR
TIMKEN CO		United StatesCOM03,495+3,495$0$249,438+$249,4382025-02-11
Q4 2024WFC
WELLS FARGO CO NEW		United StatesCOM03,250+3,250$0$228,280+$228,2802025-02-11
Q3 2024SPOT
SPOTIFY TECHNOLOGY S A		SHS01,303+1,303$0$480,195+$480,1952024-11-05
Q3 2024AIG
AMERICAN INTL GROUP INC		United StatesCOM NEW06,210+6,210$0$454,758+$454,7582024-11-05
Q3 2024ICE
INTERCONTINENTAL EXCHANGE IN		United StatesCOM02,519+2,519$0$404,652+$404,6522024-11-05
Q3 2024BAX
BAXTER INTL INC		United StatesCOM08,984+8,984$0$343,714+$343,7142024-11-05
Q3 2024NOC
NORTHROP GRUMMAN CORP		United StatesCOM0475+475$0$250,833+$250,8332024-11-05
Q3 2024AXP
AMERICAN EXPRESS CO		United StatesCOM0859+859$0$232,961+$232,9612024-11-05
Q3 2024WELL
WELLTOWER INC		United StatesCOM01,798+1,798$0$230,198+$230,1982024-11-05
Q3 2024PM
PHILIP MORRIS INTL INC		United StatesCOM01,847+1,847$0$224,226+$224,2262024-11-05
Q3 2024ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM0767+767$0$212,252+$212,2522024-11-05
Q3 2024UNP
UNION PAC CORP		United StatesCOM0851+851$0$209,754+$209,7542024-11-05
Q3 2024SHW
SHERWIN WILLIAMS CO		United StatesCOM0545+545$0$208,010+$208,0102024-11-05
Q3 2024BKNG
BOOKING HOLDINGS INC		United StatesCOM049+49$0$206,394+$206,3942024-11-05
Q2 2024GOOG
ALPHABET INC		United StatesCAP STK CL C03,943+3,943$0$723,225+$723,2252024-08-09
Q2 2024AWK
AMERICAN WTR WKS CO INC NEW		United StatesCOM03,860+3,860$0$498,558+$498,5582024-08-09
Q2 2024PRU
PRUDENTIAL FINL INC		United StatesCOM03,770+3,770$0$441,806+$441,8062024-08-09
Q2 2024GO
GROCERY OUTLET HLDG CORP		United StatesCOM018,180+18,180$0$402,142+$402,1422024-08-09
Q2 2024AMAT
APPLIED MATLS INC		United StatesCOM01,430+1,430$0$337,466+$337,4662024-08-09
Q2 2024MAR
MARRIOTT INTL INC NEW		United StatesCL A01,322+1,322$0$319,620+$319,6202024-08-09
Q2 2024NKE
NIKE INC		United StatesCL B04,207+4,207$0$318,552+$318,5522024-08-09
Q2 2024MCO
MOODYS CORP		United StatesCOM0741+741$0$311,909+$311,9092024-08-09
Q2 2024PGR
PROGRESSIVE CORP		United StatesCOM01,397+1,397$0$290,171+$290,1712024-08-09
Q2 2024RY
ROYAL BK CDA		COM02,330+2,330$0$247,865+$247,8652024-08-09
Q2 2024CL
COLGATE PALMOLIVE CO		United StatesCOM02,492+2,492$0$241,824+$241,8242024-08-09
Q2 2024CMI
CUMMINS INC		United StatesCOM0834+834$0$230,960+$230,9602024-08-09
Q2 2024CDW
CDW CORP		United StatesCOM01,005+1,005$0$224,959+$224,9592024-08-09
Q2 2024ATR
APTARGROUP INC		United StatesCOM01,587+1,587$0$223,465+$223,4652024-08-09
Q2 2024ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW0497+497$0$221,090+$221,0902024-08-09
Q2 2024VRTX
VERTEX PHARMACEUTICALS INC		United StatesCOM0467+467$0$218,892+$218,8922024-08-09
Q2 2024UBS
UBS GROUP AG		SHS07,175+7,175$0$211,950+$211,9502024-08-09
Q2 2024SPGI
S&P GLOBAL INC		United StatesCOM0462+462$0$206,052+$206,0522024-08-09
Q1 2024KNF
KNIFE RIVER CORP		United StatesCOMMON STOCK0106,853+106,853$0$8,663,641+$8,663,6412024-05-14
Q1 2024MDU
MDU RES GROUP INC		United StatesCOM0258,331+258,331$0$6,509,941+$6,509,9412024-05-14
Q1 2024ASML
ASML HOLDING N V		N Y REGISTRY SHS0972+972$0$943,297+$943,2972024-05-14
Q1 2024ABT
ABBOTT LABS		United StatesCOM04,351+4,351$0$494,535+$494,5352024-05-14
Q1 2024CNI
CANADIAN NATL RY CO		COM02,826+2,826$0$372,266+$372,2662024-05-14
Q1 2024MA
MASTERCARD INCORPORATED		United StatesCL A0639+639$0$307,723+$307,7232024-05-14
Q1 2024WM
WASTE MGMT INC DEL		United StatesCOM01,358+1,358$0$289,458+$289,4582024-05-14
Q1 2024RSG
REPUBLIC SVCS INC		United StatesCOM01,504+1,504$0$287,926+$287,9262024-05-14
Q1 2024SYK
STRYKER CORPORATION		United StatesCOM0782+782$0$279,854+$279,8542024-05-14
Q1 2024TJX
TJX COS INC NEW		United StatesCOM02,640+2,640$0$267,749+$267,7492024-05-14
Q1 2024INTU
INTUIT		United StatesCOM0392+392$0$254,800+$254,8002024-05-14
Q1 2024TSLA
TESLA INC		United StatesCOM01,442+1,442$0$253,489+$253,4892024-05-14
Q1 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,390+1,390$0$250,881+$250,8812024-05-14
Q1 2024MU
MICRON TECHNOLOGY INC		United StatesCOM02,101+2,101$0$247,687+$247,6872024-05-14
Q1 2024FCX
FREEPORT-MCMORAN INC		United StatesCL B05,234+5,234$0$246,103+$246,1032024-05-14
Q1 2024NOC
NORTHROP GRUMMAN CORP		United StatesCOM0510+510$0$244,117+$244,1172024-05-14
Q1 2024UPS
UNITED PARCEL SERVICE INC		United StatesCL B01,628+1,628$0$241,970+$241,9702024-05-14
Q1 2024C
CITIGROUP INC		United StatesCOM NEW03,713+3,713$0$234,810+$234,8102024-05-14
Q1 2024TT
TRANE TECHNOLOGIES PLC		SHS0757+757$0$227,251+$227,2512024-05-14
Q1 2024MRSH
MARSH & MCLENNAN COS INC		United StatesCOM01,100+1,100$0$226,578+$226,5782024-05-14
Q1 2024ED
CONSOLIDATED EDISON INC		United StatesCOM02,386+2,386$0$216,673+$216,6732024-05-14
Q1 2024NEE
NEXTERA ENERGY INC		United StatesCOM03,382+3,382$0$216,144+$216,1442024-05-14
Q1 2024EIX
EDISON INTL		United StatesCOM03,048+3,048$0$215,585+$215,5852024-05-14
Q1 2024ALGN
ALIGN TECHNOLOGY INC		United StatesCOM0638+638$0$209,213+$209,2132024-05-14
Q1 2024VLO
VALERO ENERGY CORP		United StatesCOM01,221+1,221$0$208,412+$208,4122024-05-14

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