American National Registered Investment Advisor, Inc.

data from 31/03/2022

Capitalization

$ 279.450 M

-7.77%

Performance

$ 89.529 M

50.77%

Average holding period

22 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in American National Registered Investment Advisor, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2022/03/31 AAPL APPLE INC 6.55% 18.296 M $ 104780 2013/06/30 -319.238 K $ -1.67 %
2022/03/31 MSFT MICROSOFT CORP 6.38% 17.826 M $ 57818 2013/06/30 -1.670 M $ -8.33 %
2022/03/31 AMZN AMAZON COM INC 3.72% 10.386 M $ 3186 2015/09/30 -243.734 K $ -2.23 %
2022/03/31 NVDA NVIDIA CORP 1.79% 5.010 M $ 18361 2018/03/31 -400.277 K $ -7.21 %
2022/03/31 GOOG ALPHABET INC Class C 1.73% 4.829 M $ 1729 2015/09/30 -182.287 K $ -3.48 %
2022/03/31 GOOGL ALPHABET INC Class A 1.69% 4.723 M $ 1698 2015/09/30 -204.612 K $ -3.99 %
2022/03/31 META FACEBOOK INC 1.54% 4.300 M $ 19336 2015/06/30 -2.273 M $ -33.89 %
2022/03/31 JPM JPMORGAN CHASE & CO 1.29% 3.615 M $ 26517 2013/06/30 -599.766 K $ -13.91 %
2022/03/31 LLY ELI LILLY & CO 1.29% 3.597 M $ 12560 2013/06/30 130.356 K $ 3.68 %
2022/03/31 HD HOME DEPOT INC 1.26% 3.517 M $ 11750 2013/06/30 -1.392 M $ -27.88 %
2022/03/31 JNJ JOHNSON & JOHNSON 1.21% 3.378 M $ 19062 2013/06/30 120.748 K $ 3.60 %
2022/03/31 UNH UNITEDHEALTH GRP INC 1.11% 3.112 M $ 6102 2013/06/30 49.618 K $ 1.56 %
2022/03/31 V VISA INC 1.05% 2.941 M $ 13262 2014/12/31 68.826 K $ 2.33 %
2022/03/31 PG PROCTER & GAMBLE CO 0.95% 2.656 M $ 17380 2013/06/30 -192.207 K $ -6.59 %
2022/03/31 NOC NORTHROP GRUMMAN CO 0.95% 2.645 M $ 5915 2013/06/30 363.606 K $ 15.54 %
2022/03/31 TMO THERMO FISHER SCI 0.93% 2.604 M $ 4409 2013/06/30 -411.901 K $ -11.48 %
2022/03/31 AVGO BROADCOM INC 0.90% 2.528 M $ 4014 2018/06/30 -146.120 K $ -5.36 %
2022/03/31 PFE PFIZER INC 0.85% 2.386 M $ 46088 2013/06/30 -344.613 K $ -12.33 %
2022/03/31 MA MASTERCARD INC 0.84% 2.358 M $ 6597 2019/09/30 -13.151 K $ -0.54 %
2022/03/31 CVX CHEVRON CORP 0.84% 2.336 M $ 14348 2013/06/30 669.783 K $ 38.76 %
2022/03/31 TGT TARGET CORPORATION 0.80% 2.232 M $ 10518 2013/06/30 -207.210 K $ -8.31 %
2022/03/31 BAC BANK OF AMERICA CORP 0.80% 2.226 M $ 53991 2021/06/30 -173.274 K $ -7.35 %
2022/03/31 UNP UNION PAC CORP 0.78% 2.171 M $ 7946 2013/06/30 174.751 K $ 8.45 %
2022/03/31 HON HONEYWELL INTL INC 0.77% 2.138 M $ 10987 2013/06/30 -157.241 K $ -6.68 %
2022/03/31 KO COCA-COLA CO 0.76% 2.119 M $ 34174 2013/06/30 97.968 K $ 4.71 %
2022/03/31 MMC MARSH & MCLENNAN COS 0.74% 2.060 M $ 12088 2013/06/30 -41.792 K $ -1.96 %
2022/03/31 WMT WALMART INC 0.71% 1.996 M $ 13405 2013/06/30 58.297 K $ 2.92 %
2022/03/31 DIS WALT DISNEY CO 0.71% 1.978 M $ 14418 2013/06/30 -262.279 K $ -11.45 %
2022/03/31 ADBE ADOBE SYSTEMS INC 0.69% 1.918 M $ 4209 2013/06/30 -535.692 K $ -19.65 %
2022/03/31 PEP PEPSICO INC 0.69% 1.916 M $ 11449 2013/06/30 -74.592 K $ -3.64 %
2022/03/31 ABBV ABBVIE INC 0.66% 1.848 M $ 11401 2013/06/30 313.468 K $ 19.73 %
2022/03/31 PLD PROLOGIS INC 0.66% 1.835 M $ 11362 2015/12/31 -79.484 K $ -4.09 %
2022/03/31 NEE NEXTERA ENERGY INC 0.65% 1.830 M $ 21602 2013/06/30 -190.992 K $ -9.27 %
2022/03/31 MS MORGAN STANLEY 0.65% 1.807 M $ 20680 2013/06/30 -230.220 K $ -10.96 %
2022/03/31 MCD MCDONALDS CORP 0.63% 1.765 M $ 7139 2013/06/30 -152.744 K $ -7.75 %
2022/03/31 CMCSA COMCAST CORP 0.62% 1.743 M $ 37234 2018/12/31 -134.106 K $ -6.97 %
2022/03/31 MRK MERCK & CO INC 0.62% 1.735 M $ 21148 2013/06/30 117.835 K $ 7.06 %
2022/03/31 XOM EXXON MOBIL CORP 0.62% 1.723 M $ 20868 2013/06/30 457.082 K $ 34.97 %
2022/03/31 SCHW SCHWAB CHARLES CORP 0.61% 1.717 M $ 20368 2013/06/30 4.361 K $ 0.25 %
2022/03/31 DHR DANAHER CORP 0.60% 1.688 M $ 5753 2013/06/30 -247.816 K $ -10.84 %
2022/03/31 COST COSTCO WHSL CORP 0.60% 1.665 M $ 2892 2013/06/30 24.172 K $ 1.44 %
2022/03/31 PNC PNC FINL SVCS GRP 0.56% 1.572 M $ 8522 2013/06/30 -140.162 K $ -8.01 %
2022/03/31 AXP AMERICAN EXPRESS CO 0.56% 1.564 M $ 8362 2013/06/30 203.252 K $ 14.30 %
2022/03/31 CSCO CISCO SYSTEMS INC 0.56% 1.552 M $ 27831 2013/06/30 -218.878 K $ -12.01 %
2022/03/31 CRM SALESFORCE.COM 0.55% 1.541 M $ 7257 2015/12/31 -312.404 K $ -16.45 %
2022/03/31 ELV ANTHEM INC 0.55% 1.524 M $ 3103 2014/12/31 88.908 K $ 5.97 %
2022/03/31 QCOM QUALCOMM INC 0.54% 1.510 M $ 9883 2013/06/30 -304.917 K $ -16.43 %
2022/03/31 VZ VERIZON COMMUNICATIO 0.53% 1.479 M $ 29027 2013/06/30 -30.226 K $ -1.96 %
2022/03/31 ZTS ZOETIS INC 0.52% 1.462 M $ 7753 2013/06/30 -442.411 K $ -22.72 %
2022/03/31 ACN ACCENTURE PLC 0.52% 1.455 M $ 4315 2015/06/30 -336.110 K $ -18.65 %
2022/03/31 ISRG INTUITIVE SURGIC INC 0.51% 1.416 M $ 4695 2020/06/30 -392.680 K $ -16.03 %
2022/03/31 GS GOLDMAN SACHS GROUP 0.50% 1.398 M $ 4234 2013/06/30 -230.465 K $ -13.71 %
2022/03/31 PYPL PAYPAL HLDGS INC 0.50% 1.398 M $ 12089 2019/09/30 -905.280 K $ -38.67 %
2022/03/31 STZ CONSTELLATION BRANDS 0.50% 1.392 M $ 6044 2013/06/30 -128.298 K $ -8.23 %
2022/03/31 AJG GALLAGHER ARTHR J&CO 0.49% 1.377 M $ 7889 2013/06/30 40.011 K $ 2.91 %
2022/03/31 WFC WELLS FARGO & CO 0.49% 1.365 M $ 28172 2013/06/30 12.048 K $ 1.00 %
2022/03/31 NFLX NETFLIX INC 0.49% 1.360 M $ 3630 2015/09/30 -850.108 K $ -37.82 %
2022/03/31 UPS UNITED PARCEL SERVIC 0.47% 1.317 M $ 6139 2013/06/30 753.000 $ 0.06 %
2022/03/31 BMY BRISTOL MYERS SQUIBB 0.46% 1.287 M $ 17628 2019/09/30 191.385 K $ 17.13 %
2022/03/31 LOW LOWES CO 0.45% 1.268 M $ 6272 2013/06/30 -361.719 K $ -21.78 %
2022/03/31 T AT&T INC 0.44% 1.241 M $ 52510 2013/06/30 -51.985 K $ -3.93 %
2022/03/31 ABT ABBOTT LABS 0.43% 1.203 M $ 10162 2013/06/30 -235.527 K $ -15.90 %
2022/03/31 CG CARLYLE GROUP L P 0.43% 1.203 M $ 24589 2020/12/31 -151.229 K $ -10.91 %
2022/03/31 DUK DUKE ENERGY CORP 0.43% 1.202 M $ 10766 2013/06/30 73.893 K $ 6.44 %
2022/03/31 NOW SERVICENOW INC 0.43% 1.202 M $ 2158 2013/12/31 -202.976 K $ -14.20 %
2022/03/31 SRE SEMPRA ENERGY 0.43% 1.190 M $ 7079 2020/09/30 259.123 K $ 27.10 %
2022/03/31 INTC INTEL CORP 0.42% 1.181 M $ 23837 2013/06/30 -47.561 K $ -3.77 %
2022/03/31 BX THE BLACKSTONE GROUP 0.40% 1.130 M $ 8900 2019/06/30 -21.804 K $ -1.89 %
2022/03/31 SO SOUTHERN CO 0.40% 1.110 M $ 15307 2013/06/30 61.256 K $ 5.73 %
2022/03/31 BA BOEING CO 0.38% 1.071 M $ 5591 2013/06/30 -56.337 K $ -4.88 %
2022/03/31 NTR NUTRIEN LTD. 0.38% 1.062 M $ 10213 2018/03/31 300.711 K $ 38.31 %
2022/03/31 CVS CVS HEALTH CORP 0.38% 1.059 M $ 10463 2013/06/30 -21.044 K $ -1.89 %
2022/03/31 PANW PALO ALTO NETWORKS 0.38% 1.049 M $ 1685 2015/09/30 121.919 K $ 11.81 %
2022/03/31 EQT EQT CORP 0.38% 1.049 M $ 30495 2021/06/30 393.989 K $ 57.77 %
2022/03/31 ICE INTER CONTINENTAL EX 0.37% 1.043 M $ 7892 2020/12/31 -37.683 K $ -3.40 %
2022/03/31 SBUX STARBUCKS CORP 0.37% 1.027 M $ 11292 2013/12/31 -300.924 K $ -22.22 %
2022/03/31 LNG CHENIERE ENERGY INC 0.36% 1.017 M $ 7336 2018/12/31 280.528 K $ 36.72 %
2022/03/31 ALB ALBEMARLE CORP 0.35% 990.000 K $ 4476 2018/06/30 -58.304 K $ -5.40 %
2022/03/31 AMD Advanced Micro Devices 0.34% 961.000 K $ 8789 2020/09/30 -312.664 K $ -24.01 %
2022/03/31 TMUS T-MOBILE US INC 0.34% 954.000 K $ 7431 2017/09/30 94.098 K $ 10.67 %
2022/03/31 TSCO TRACTOR SUPPLY CO 0.34% 940.000 K $ 4026 2017/03/31 -4.360 K $ -0.44 %
2022/03/31 EPD ENTERPRISE PRODS 0.33% 935.000 K $ 36215 2013/06/30 142.546 K $ 17.53 %
2022/03/31 ORCL ORACLE CORP 0.33% 929.000 K $ 11225 2013/06/30 -52.505 K $ -5.14 %
2022/03/31 WY WEYERHAEUSER CO 0.33% 920.000 K $ 24269 2016/03/31 -18.502 K $ -4.76 %
2022/03/31 DG DOLLAR GEN CORP 0.33% 919.000 K $ 4127 2013/06/30 -56.548 K $ -5.60 %
2022/03/31 NEM NEWMONT GOLD CORP 0.33% 916.000 K $ 11534 2019/06/30 206.284 K $ 28.10 %
2022/03/31 CMS CMS ENERGY CORP 0.33% 913.000 K $ 13060 2013/06/30 65.056 K $ 7.52 %
2022/03/31 ULTA ULTA BEAUTY INC 0.31% 877.000 K $ 2203 2020/03/31 -31.939 K $ -3.42 %
2022/03/31 MELI MERCADOLIBRE INC 0.31% 874.000 K $ 735 2021/12/31 -117.759 K $ -11.79 %
2022/03/31 GTLS CHART INDS INC 0.31% 861.000 K $ 5014 2016/09/30 62.431 K $ 7.70 %
2022/03/31 RTX RAYTHEON TECHNOLOGIE 0.30% 842.000 K $ 8496 2020/06/30 115.606 K $ 15.11 %
2022/03/31 TXN TEXAS INSTRUMENTS 0.30% 841.000 K $ 4586 2013/06/30 -23.482 K $ -2.65 %
2022/03/31 CCI CROWN CASTLE INTL 0.30% 841.000 K $ 4554 2015/12/31 -112.371 K $ -11.56 %
2022/03/31 CAT CATERPILLAR INC 0.29% 824.000 K $ 3696 2013/06/30 61.956 K $ 7.77 %
2022/03/31 MGPI MGP INGREDIENTS INC 0.29% 823.000 K $ 9615 2021/12/31 5.817 K $ 0.71 %
2022/03/31 ROP ROPER TECHNOLOGIES 0.29% 808.000 K $ 1710 2020/03/31 -34.548 K $ -3.99 %
2022/03/31 EOG EOG RESOURCES INC 0.29% 808.000 K $ 6775 2013/06/30 213.560 K $ 34.22 %
2022/03/31 MDLZ MONDELEZ INTL INC 0.29% 806.000 K $ 12832 2013/06/30 -46.504 K $ -5.32 %
2022/03/31 ALGN ALIGN TECH INC 0.29% 801.000 K $ 1837 2019/03/31 -418.472 K $ -33.67 %
2022/03/31 AEP AMERN ELEC PWR INC 0.28% 792.000 K $ 7943 2015/06/30 87.501 K $ 12.14 %