Moreno Evelyn V current holdings: USA Stocks
Moreno Evelyn V reported $0.18 billion in share positions in stocks (listed in the US), 121 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are AAPL, MSFT, GOOG.
- AAPL: Country of operation United States; Class Com; Shares 74,492; Value $14,341,945.
- MSFT: Country of operation United States; Class Com; Shares 36,856; Value $13,859,330.
- GOOG: Country of operation United States; Class Com; Shares 60,789; Value $8,566,994.
- AMZN: Country of operation United States; Class Com; Shares 52,823; Value $8,025,927.
Form 13F-HR as filed (SEC CIK 1598011): quarter ended 2023-12-31, filed 2024-02-09. 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 2023-12-31 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL Apple Inc | United States | Com | 74,492 | $14,341,945 | 7.78% | 2023-12-31 | 2024-02-09 | |
| MSFT Microsoft Corporation | United States | Com | 36,856 | $13,859,330 | 7.52% | 2023-12-31 | 2024-02-09 | +35.35% |
| GOOG Alphabet Inc Cl C | United States | Com | 60,789 | $8,566,994 | 4.65% | 2023-12-31 | 2024-02-09 | +139.35% |
| AMZN Amazon.com Inc | United States | Com | 52,823 | $8,025,927 | 4.36% | 2023-12-31 | 2024-02-09 | +62.35% |
| NVDA NVIDIA Corp | United States | Com | 11,911 | $5,898,565 | 3.20% | 2023-12-31 | 2024-02-09 | +358.82% |
| CRM Salesforce Inc | United States | Com | 15,283 | $4,021,569 | 2.18% | 2023-12-31 | 2024-02-09 | -14.38% |
| JPM JPMorgan Chase & Co | United States | Com | 23,205 | $3,947,171 | 2.14% | 2023-12-31 | 2024-02-09 | +96.93% |
| BKNG Booking Holdings Inc | United States | Com | 1,075 | $3,813,262 | 2.07% | 2023-12-31 | 2024-02-09 | +14.41% |
| MA Mastercard Inc Cl A | United States | Com | 8,696 | $3,708,931 | 2.01% | 2023-12-31 | 2024-02-09 | +32.14% |
| NVS Novartis AG Sponsored ADR | Com | 36,718 | $3,707,416 | 2.01% | 2023-12-31 | 2024-02-09 | +44.31% | |
| PANW Palo Alto Networks Inc | United States | Com | 11,840 | $3,491,379 | 1.89% | 2023-12-31 | 2024-02-09 | +163.44% |
| WM Waste Management Inc | United States | Com | 19,116 | $3,423,676 | 1.86% | 2023-12-31 | 2024-02-09 | +15.63% |
| DHR Danaher Corp | United States | Com | 13,840 | $3,201,746 | 1.74% | 2023-12-31 | 2024-02-09 | -2.26% |
| TJX TJX Companies Inc | United States | Com | 34,121 | $3,200,891 | 1.74% | 2023-12-31 | 2024-02-09 | +42.63% |
| CMCSA Comcast Corp New Cl A | United States | Com | 69,751 | $3,058,581 | 1.66% | 2023-12-31 | 2024-02-09 | -47.45% |
| IQV IQVIA Holdings Inc | United States | Com | 12,860 | $2,975,547 | 1.61% | 2023-12-31 | 2024-02-09 | +16.25% |
| SYK Stryker Corp | United States | Com | 9,891 | $2,961,959 | 1.61% | 2023-12-31 | 2024-02-09 | -6.91% |
| ICE Intercontinental Exchange Inc | United States | Com | 22,901 | $2,941,175 | 1.60% | 2023-12-31 | 2024-02-09 | +18.50% |
| LIN Linde PLC | United Kingdom | Com | 7,100 | $2,916,041 | 1.58% | 2023-12-31 | 2024-02-09 | +15.26% |
| BAC Bank of America Corp | United States | Com | 83,657 | $2,816,731 | 1.53% | 2023-12-31 | 2024-02-09 | +63.23% |
| PG Procter & Gamble Co | United States | Com | 19,155 | $2,806,974 | 1.52% | 2023-12-31 | 2024-02-09 | +1.21% |
| ROK Rockwell Automation Inc | United States | Com | 8,782 | $2,726,635 | 1.48% | 2023-12-31 | 2024-02-09 | +38.99% |
| GOOGL Alphabet Inc Cl A | United States | Com | 18,960 | $2,648,522 | 1.44% | 2023-12-31 | 2024-02-09 | +144.05% |
| JNJ Johnson & Johnson | United States | Com | 16,735 | $2,623,044 | 1.42% | 2023-12-31 | 2024-02-09 | +70.71% |
| TMO Thermo Fisher Scientific Inc | United States | Com | 4,889 | $2,595,032 | 1.41% | 2023-12-31 | 2024-02-09 | +28.04% |
| GD General Dynamics Corp | United States | Com | 9,963 | $2,587,092 | 1.40% | 2023-12-31 | 2024-02-09 | +27.99% |
| PEP PepsiCo Inc | United States | Com | 15,194 | $2,580,549 | 1.40% | 2023-12-31 | 2024-02-09 | -24.23% |
| COST Costco Wholesale Corp | United States | Com | 3,883 | $2,563,091 | 1.39% | 2023-12-31 | 2024-02-09 | +40.07% |
| DE Deere & Co | United States | Com | 6,299 | $2,518,781 | 1.37% | 2023-12-31 | 2024-02-09 | +70.18% |
| MRSH Marsh & McLennan Cos Inc | United States | Com | 11,745 | $2,225,325 | 1.21% | 2023-12-31 | 2024-02-09 | -10.05% |
| MDT Medtronic PLC | Ireland | Com | 26,534 | $2,185,871 | 1.19% | 2023-12-31 | 2024-02-09 | +5.72% |
| WMT Walmart Inc | United States | Com | 13,200 | $2,080,980 | 1.13% | 2023-12-31 | 2024-02-09 | +103.24% |
| KO Coca-Cola Co | United States | Com | 35,156 | $2,071,743 | 1.12% | 2023-12-31 | 2024-02-09 | +47.36% |
| ROP Roper Technologies Inc | United States | Com | 3,765 | $2,052,565 | 1.11% | 2023-12-31 | 2024-02-09 | -35.90% |
| MS Morgan Stanley Com New | United States | Com | 21,395 | $1,995,084 | 1.08% | 2023-12-31 | 2024-02-09 | +106.71% |
| AMT American Tower Corp | United States | Com | 9,019 | $1,947,022 | 1.06% | 2023-12-31 | 2024-02-09 | -22.48% |
| MRK Merck & Co Inc | United States | Com | 17,344 | $1,890,843 | 1.03% | 2023-12-31 | 2024-02-09 | +36.93% |
| GWW W W Grainger Inc | United States | Com | 2,050 | $1,698,815 | 0.92% | 2023-12-31 | 2024-02-09 | +50.68% |
| XOMXXXX Exxon Mobil Corp | Com | 16,115 | $1,611,178 | 0.87% | 2023-12-31 | 2024-02-09 | ||
| NEE NextEra Energy Inc | United States | Com | 26,201 | $1,591,449 | 0.86% | 2023-12-31 | 2024-02-09 | +24.94% |
| LOW Lowe's Cos Inc | United States | Com | 6,851 | $1,524,690 | 0.83% | 2023-12-31 | 2024-02-09 | -15.86% |
| CVX Chevron Corp | United States | Com | 10,189 | $1,519,791 | 0.82% | 2023-12-31 | 2024-02-09 | +37.02% |
| AVGO Broadcom Inc | United States | Com | 1,070 | $1,194,388 | 0.65% | 2023-12-31 | 2024-02-09 | +218.10% |
| ADP Automatic Data Processing Inc | United States | Com | 5,045 | $1,175,334 | 0.64% | 2023-12-31 | 2024-02-09 | +12.37% |
| HD Home Depot Inc | United States | Com | 3,320 | $1,150,546 | 0.62% | 2023-12-31 | 2024-02-09 | -16.88% |
| NVO Novo Nordisk A/S Sponsored ADR | Com | 10,740 | $1,111,053 | 0.60% | 2023-12-31 | 2024-02-09 | -62.97% | |
| BRKB Berkshire Hathaway Inc Cl B | Com | 3,090 | $1,102,079 | 0.60% | 2023-12-31 | 2024-02-09 | ||
| LLY Lilly Eli & Co | United States | Com | 1,761 | $1,026,522 | 0.56% | 2023-12-31 | 2024-02-09 | +103.22% |
| ORCL Oracle Corp | United States | Com | 9,561 | $1,008,016 | 0.55% | 2023-12-31 | 2024-02-09 | +30.69% |
| ZTS Zoetis Inc | United States | Com | 5,081 | $1,002,837 | 0.54% | 2023-12-31 | 2024-02-09 | -64.38% |
| V Visa Inc Cl A | United States | Com | 3,241 | $843,794 | 0.46% | 2023-12-31 | 2024-02-09 | +40.53% |
| ASML ASML Holdings NV NY Registry Shs New 2012 | Com | 1,102 | $834,126 | 0.45% | 2023-12-31 | 2024-02-09 | +142.35% | |
| ULXXXX Unilever PLC Sponsored ADR New | Com | 16,034 | $777,328 | 0.42% | 2023-12-31 | 2024-02-09 | ||
| META Meta Platforms Inc | United States | Com | 2,076 | $734,821 | 0.40% | 2023-12-31 | 2024-02-09 | +108.72% |
| ABBV AbbVie Inc | United States | Com | 4,635 | $718,286 | 0.39% | 2023-12-31 | 2024-02-09 | +69.90% |
| TSLA Tesla Inc | United States | Com | 2,855 | $709,410 | 0.38% | 2023-12-31 | 2024-02-09 | +42.00% |
| CE Celanese Corporation | United States | Com | 4,445 | $690,620 | 0.37% | 2023-12-31 | 2024-02-09 | -71.14% |
| KLAC KLA Corp | United States | Com | 1,068 | $620,828 | 0.34% | 2023-12-31 | 2024-02-09 | +238.09% |
| ADI Analog Devices Inc | United States | Com | 3,060 | $607,594 | 0.33% | 2023-12-31 | 2024-02-09 | +100.55% |
| TS Tenaris SA Sponsored ADR | Com | 17,135 | $595,613 | 0.32% | 2023-12-31 | 2024-02-09 | +58.37% | |
| DEO Diageo PLC | Com | 3,880 | $565,161 | 0.31% | 2023-12-31 | 2024-02-09 | -41.41% | |
| USB US Bancorp | United States | Com | 12,905 | $558,528 | 0.30% | 2023-12-31 | 2024-02-09 | +34.33% |
| HDB HDFC Bank Ltd ADR Repstg 3 Shs | Com | 8,263 | $554,530 | 0.30% | 2023-12-31 | 2024-02-09 | -32.54% | |
| MELI MercadoLibre Inc | Com | 347 | $545,324 | 0.30% | 2023-12-31 | 2024-02-09 | +9.76% | |
| L Loews Corp | United States | Com | 7,582 | $527,631 | 0.29% | 2023-12-31 | 2024-02-09 | +52.22% |
| IR Ingersoll-Rand Inc | United States | Com | 6,491 | $502,014 | 0.27% | 2023-12-31 | 2024-02-09 | -1.11% |
| ABT Abbott Laboratories | United States | Com | 4,310 | $474,402 | 0.26% | 2023-12-31 | 2024-02-09 | -8.29% |
| CPRT Copart Inc | United States | Com | 9,404 | $460,796 | 0.25% | 2023-12-31 | 2024-02-09 | -44.61% |
| TSM Taiwan Semiconductor Manufacturing | Com | 4,361 | $453,544 | 0.25% | 2023-12-31 | 2024-02-09 | +339.37% | |
| RELX RELX PLC Sponsored ADR | Com | 11,353 | $450,260 | 0.24% | 2023-12-31 | 2024-02-09 | -16.19% | |
| CP Canadian Pacific Kansas City LTD | Com | 5,675 | $448,666 | 0.24% | 2023-12-31 | 2024-02-09 | +9.42% | |
| KR Kroger Co | United States | Com | 9,325 | $426,246 | 0.23% | 2023-12-31 | 2024-02-09 | +32.99% |
| DHI D R Horton Inc | United States | Com | 2,621 | $398,340 | 0.22% | 2023-12-31 | 2024-02-09 | -8.28% |
| NMR Nomura Holdings Inc Sponsored ADR | Com | 87,744 | $395,725 | 0.21% | 2023-12-31 | 2024-02-09 | +119.73% | |
| ING ING Group NV Sponsored ADR | Com | 25,210 | $378,654 | 0.21% | 2023-12-31 | 2024-02-09 | +140.21% | |
| EMR Emerson Electric Co | United States | Com | 3,835 | $373,261 | 0.20% | 2023-12-31 | 2024-02-09 | +61.55% |
| UNH UnitedHealth Group Inc | United States | Com | 701 | $369,055 | 0.20% | 2023-12-31 | 2024-02-09 | -28.78% |
| LEN Lennar Corp Cl A | United States | Com | 2,444 | $364,254 | 0.20% | 2023-12-31 | 2024-02-09 | -42.47% |
| WPM Wheaton Precious Metals Corp | Com | 7,243 | $357,370 | 0.19% | 2023-12-31 | 2024-02-09 | +174.40% | |
| UPS United Parcel Service Inc Cl B | United States | Com | 2,270 | $356,912 | 0.19% | 2023-12-31 | 2024-02-09 | -40.26% |
| SAP SAP SE Sponsored ADR | Com | 2,281 | $352,620 | 0.19% | 2023-12-31 | 2024-02-09 | +36.39% | |
| TRGP Targa Resources Corp | United States | Com | 4,039 | $350,868 | 0.19% | 2023-12-31 | 2024-02-09 | +214.83% |
| ED Consolidated Edison Inc | United States | Com | 3,633 | $330,494 | 0.18% | 2023-12-31 | 2024-02-09 | +13.59% |
| ECL Ecolab Inc | United States | Com | 1,664 | $330,054 | 0.18% | 2023-12-31 | 2024-02-09 | +40.09% |
| CB Chubb Ltd | Com | 1,450 | $327,700 | 0.18% | 2023-12-31 | 2024-02-09 | +46.94% | |
| PHM PulteGroup Inc | United States | Com | 3,140 | $324,111 | 0.18% | 2023-12-31 | 2024-02-09 | +14.80% |
| SONY Sony Group Corp | Com | 3,358 | $317,969 | 0.17% | 2023-12-31 | 2024-02-09 | +23.40% | |
| AMAT Applied Materials Inc | United States | Com | 1,961 | $317,819 | 0.17% | 2023-12-31 | 2024-02-09 | +215.92% |
| PYPL PayPal Holdings Inc | United States | Com | 5,141 | $315,709 | 0.17% | 2023-12-31 | 2024-02-09 | -12.25% |
| JBHT J B Hunt Transport Services Inc | United States | Com | 1,535 | $306,601 | 0.17% | 2023-12-31 | 2024-02-09 | +14.79% |
| CL Colgate-Palmolive Co | United States | Com | 3,841 | $306,166 | 0.17% | 2023-12-31 | 2024-02-09 | +8.47% |
| RY Royal Bank of Canada | Com | 2,976 | $300,963 | 0.16% | 2023-12-31 | 2024-02-09 | +97.57% | |
| EXPD Expeditors International of Washington Inc | United States | Com | 2,300 | $292,560 | 0.16% | 2023-12-31 | 2024-02-09 | +47.92% |
| TRV Travelers Companies Inc | United States | Com | 1,525 | $290,497 | 0.16% | 2023-12-31 | 2024-02-09 | +90.67% |
| ALC Alcon Inc | Com | 3,523 | $275,217 | 0.15% | 2023-12-31 | 2024-02-09 | -16.23% | |
| HCA HCA Healthcare Inc | United States | Com | 1,010 | $273,387 | 0.15% | 2023-12-31 | 2024-02-09 | +59.46% |
| SBUX Starbucks Corp | United States | Com | 2,845 | $273,148 | 0.15% | 2023-12-31 | 2024-02-09 | -0.60% |
| HAL Halliburton Co | United States | Com | 7,509 | $271,450 | 0.15% | 2023-12-31 | 2024-02-09 | -12.75% |
| STM ST Microelectronics N Y Registry Shs | Com | 5,402 | $270,802 | 0.15% | 2023-12-31 | 2024-02-09 | +6.20% | |
| CSCO Cisco Systems Inc | United States | Com | 5,282 | $266,847 | 0.14% | 2023-12-31 | 2024-02-09 | +111.68% |
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