FundX Investment Group, LLC current holdings: USA Stocks
FundX Investment Group, LLC reported $0.01 billion in share positions in stocks (listed in the US), 15 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are CVX, XOMXXXX, ABBV.
- CVX: Country of operation United States; Class COM; Shares 13,968; Value $1,438,000.
- XOMXXXX: Country of operation —; Class COM; Shares 14,016; Value $1,223,000.
- ABBV: Country of operation United States; Class COM; Shares 19,000; Value $1,198,000.
- KO: Country of operation United States; Class COM; Shares 22,600; Value $956,000.
Form 13F-HR as filed (SEC CIK 1427261): quarter ended 2016-09-30, filed 2016-11-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 13,968 | $1,438,000 | 14.29% | 2016-09-30 | 2016-11-07 | +98.58% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 14,016 | $1,223,000 | 12.15% | 2016-09-30 | 2016-11-07 | |
|---|
ABBV
ABBVIE INC | United States | COM | 19,000 | $1,198,000 | 11.90% | 2016-09-30 | 2016-11-07 | +317.46% |
|---|
KO
COCA COLA CO | United States | COM | 22,600 | $956,000 | 9.50% | 2016-09-30 | 2016-11-07 | +105.20% |
|---|
ABT
ABBOTT LABS | United States | COM | 19,000 | $804,000 | 7.99% | 2016-09-30 | 2016-11-07 | +138.71% |
|---|
CAT
CATERPILLAR INC DEL | United States | COM | 8,000 | $710,000 | 7.06% | 2016-09-30 | 2016-11-07 | +831.22% |
|---|
DIS
DISNEY WALT CO | United States | COM DISNEY | 7,294 | $677,000 | 6.73% | 2016-09-30 | 2016-11-07 | +13.51% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 9,000 | $576,000 | 5.72% | 2016-09-30 | 2016-11-07 | +376.89% |
|---|
BNY
BANK NEW YORK MELLON CORP | United States | COM | 13,532 | $540,000 | 5.37% | 2016-09-30 | 2016-11-07 | +268.56% |
|---|
HD
HOME DEPOT INC | United States | COM | 3,330 | $429,000 | 4.26% | 2016-09-30 | 2016-11-07 | +123.84% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,040 | $324,000 | 3.22% | 2016-09-30 | 2016-11-07 | +44.86% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 4,817 | $321,000 | 3.19% | 2016-09-30 | 2016-11-07 | +403.05% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,556 | $302,000 | 3.00% | 2016-09-30 | 2016-11-07 | +126.50% |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 1,932 | $295,000 | 2.93% | 2016-09-30 | 2016-11-07 | +506.25% |
|---|
AAPL
APPLE INC | United States | COM | 2,386 | $270,000 | 2.68% | 2016-09-30 | 2016-11-07 | |
|---|
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