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Asset Manager ← All Institutions

Moloney Securities Asset Management, LLC

Q4 2025 · Filed 2025-11-05
Market Value
$0
-100.0%
Holdings
206
-16
New Purchases
0
Added To
0
Closed
206
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 41 $0 0%
Large Cap 124 $0 0%
Mid Cap 20 $0 0%
Small Cap 16 $0 0%
Micro Cap 5 $0 0%

Portfolio Analytics

Avg Market Cap
$189.5B
Median Market Cap
$71.3B
Avg P/E
28.7
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
146
# ETFs / Funds
60

Top Holdings (206 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CMG —% -$436K -11,120 -100.0% SOLD
2 ABT —% -$2M -14,908 -100.0% SOLD
3 BAYRY —% -$251K -30,240 -100.0% SOLD
4 GLW —% -$6M -68,528 -100.0% SOLD
5 DIS —% -$325K -2,842 -100.0% SOLD
6 CVX —% -$4M -25,576 -100.0% SOLD
7 HLI —% -$236K -1,150 -100.0% SOLD
8 CVS —% -$2M -22,206 -100.0% SOLD
9 FFA —% -$280K -13,032 -100.0% SOLD
10 LHX —% -$736K -2,410 -100.0% SOLD
11 BMY —% -$813K -18,027 -100.0% SOLD
12 BEN —% -$784K -33,885 -100.0% SOLD
13 HD —% -$4M -10,801 -100.0% SOLD
14 UPS —% -$842K -10,080 -100.0% SOLD
15 HWM —% -$899K -4,581 -100.0% SOLD
16 PSX —% -$270K -1,982 -100.0% SOLD
17 VEEV —% -$2M -5,365 -100.0% SOLD
18 DLR —% -$798K -4,614 -100.0% SOLD
19 APD —% -$2M -7,540 -100.0% SOLD
20 ARE —% -$240K -2,880 -100.0% SOLD
21 ANET —% -$2M -15,815 -100.0% SOLD
22 GE —% -$551K -1,833 -100.0% SOLD
23 AFL —% -$772K -6,916 -100.0% SOLD
24 MS —% -$3M -18,797 -100.0% SOLD
25 BRO —% -$215K -2,296 -100.0% SOLD
26 PFE —% -$2M -70,008 -100.0% SOLD
27 AXP —% -$1M -3,570 -100.0% SOLD
28 ECL —% -$3M -11,156 -100.0% SOLD
29 NEA —% -$388K -34,084 -100.0% SOLD
30 AEE —% -$282K -2,702 -100.0% SOLD
31 STEW —% -$235K -12,917 -100.0% SOLD
32 HSY —% -$3M -14,443 -100.0% SOLD
33 VMI —% -$381K -984 -100.0% SOLD
34 WMB —% -$2M -27,723 -100.0% SOLD
35 KO —% -$3M -38,544 -100.0% SOLD
36 LOW —% -$1M -5,897 -100.0% SOLD
37 SHEL —% -$210K -2,937 -100.0% SOLD
38 RHHBY —% -$1M -30,852 -100.0% SOLD
39 NOK —% -$1M -262,164 -100.0% SOLD
40 IBM —% -$8M -27,010 -100.0% SOLD
41 INFY —% -$555K -34,129 -100.0% SOLD
42 DE —% -$717K -1,569 -100.0% SOLD
43 PM —% -$2M -9,649 -100.0% SOLD
44 LMT —% -$3M -6,799 -100.0% SOLD
45 TJX —% -$598K -4,137 -100.0% SOLD
46 SYK —% -$1M -3,142 -100.0% SOLD
47 EMF —% -$252K -15,049 -100.0% SOLD
48 CAT —% -$432K -906 -100.0% SOLD
49 UL —% -$431K -7,264 -100.0% SOLD
50 ESE —% -$346K -1,639 -100.0% SOLD
51 MGRD —% -$196K -12,209 -100.0% SOLD
52 GTY —% -$256K -9,555 -100.0% SOLD
53 DG —% -$1M -14,363 -100.0% SOLD
54 CLX —% -$1M -11,967 -100.0% SOLD
55 BAC —% -$2M -38,867 -100.0% SOLD
56 SO —% -$3M -31,286 -100.0% SOLD
57 MCO —% -$2M -3,481 -100.0% SOLD
58 RY —% -$416K -2,821 -100.0% SOLD
59 PG —% -$6M -36,367 -100.0% SOLD
60 EPD —% -$941K -30,081 -100.0% SOLD
61 CMI —% -$604K -1,431 -100.0% SOLD
62 TMO —% -$2M -3,277 -100.0% SOLD
63 GIS —% -$341K -6,768 -100.0% SOLD
64 PGR —% -$279K -1,128 -100.0% SOLD
65 LLY —% -$4M -5,854 -100.0% SOLD
66 AZO —% -$1M -293 -100.0% SOLD
67 NVO —% -$1M -23,699 -100.0% SOLD
68 BA —% -$2M -7,157 -100.0% SOLD
69 LNC —% -$222K -5,505 -100.0% SOLD
70 BP —% -$338K -9,815 -100.0% SOLD
71 MCD —% -$3M -9,464 -100.0% SOLD
72 JBL —% -$213K -981 -100.0% SOLD
73 ORI —% -$541K -12,746 -100.0% SOLD
74 KNF —% -$1M -13,284 -100.0% SOLD
75 USB —% -$2M -41,854 -100.0% SOLD
76 NOC —% -$957K -1,570 -100.0% SOLD
77 JNJ —% -$7M -36,523 -100.0% SOLD
78 GAB —% -$97K -15,880 -100.0% SOLD
79 SJM —% -$388K -3,571 -100.0% SOLD
80 EMR —% -$2M -14,811 -100.0% SOLD
81 GD —% -$3M -8,157 -100.0% SOLD
82 ING —% -$291K -11,149 -100.0% SOLD
83 CC —% -$325K -20,520 -100.0% SOLD
84 USA —% -$85K -13,470 -100.0% SOLD
85 NUV —% -$108K -12,039 -100.0% SOLD
86 RS —% -$361K -1,286 -100.0% SOLD
87 PHM —% -$712K -5,391 -100.0% SOLD
88 KOS —% -$33K -20,000 -100.0% SOLD
89 UNP —% -$2M -9,378 -100.0% SOLD
90 TSM —% -$2M -6,840 -100.0% SOLD
91 PNC —% -$2M -7,789 -100.0% SOLD
92 KYN —% -$1M -104,149 -100.0% SOLD
93 HOOD —% -$1M -9,816 -100.0% SOLD
94 AMD —% -$1M -6,768 -100.0% SOLD
95 CVCO —% -$350K -603 -100.0% SOLD
96 ILMN —% -$232K -2,440 -100.0% SOLD
97 FFIV —% -$665K -2,057 -100.0% SOLD
98 CSX —% -$463K -13,048 -100.0% SOLD
99 MSTR —% -$318K -987 -100.0% SOLD
100 LRCX —% -$202K -1,507 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
RHHBY —%
ABT —%
BAYRY —%
GLW —%
DIS —%
CVX —%
HLI —%
CVS —%
FFA —%
LHX —%
BMY —%
BEN —%
NOK —%
CMG —%
HWM —%
View SEC EDGAR Filings for Moloney Securities Asset Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms