Keeler Thomas Management LLC
- SEC CIK
- 0001730660
- 最新申報
- 2026/7/29
2021 年第 1 季持倉
持倉截至 2021/3/31,2021/4/23 申報。只含多頭部位。
- 持股檔數
- 73
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.90 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始,這一季沒有前一季可以比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 102,823 | $1,257 萬 | 6.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 37,278 | $952.3 萬 | 5.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 41,883 | $773.5 萬 | 4.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 41,541 | $562.5 萬 | 3.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,550 | $556.0 萬 | 2.9% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,928 | $526.1 萬 | 2.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 31,031 | $510.0 萬 | 2.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 35,363 | $500.2 萬 | 2.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 17,723 | $486.7 萬 | 2.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,543 | $478.3 萬 | 2.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 22,183 | $476.0 萬 | 2.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,116 | $436.4 萬 | 2.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,554 | $429.9 萬 | 2.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 78,934 | $416.0 萬 | 2.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 20,629 | $388.7 萬 | 2.0% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 12,651 | $386.1 萬 | 2.0% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 31,634 | $376.5 萬 | 2.0% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,645 | $376.4 萬 | 2.0% | – | – | – |
| ACNAccenture plc | Stock | 13,484 | $372.4 萬 | 2.0% | – | – | 歷史 |
| CLXClorox Co | Stock | 19,192 | $370.1 萬 | 1.9% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 47,368 | $365.1 萬 | 1.9% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 51,696 | $362.7 萬 | 1.9% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 26,536 | $361.1 萬 | 1.9% | – | – | 歷史 |
| HSYHershey Co | COM | 22,656 | $358.3 萬 | 1.9% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 52,851 | $357.0 萬 | 1.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 29,395 | $352.2 萬 | 1.9% | – | – | 歷史 |
| CERNCERNER Corp | COM | 48,458 | $349.0 萬 | 1.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 16,216 | $343.3 萬 | 1.8% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 29,058 | $343.2 萬 | 1.8% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 24,399 | $339.2 萬 | 1.8% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 13,145 | $327.0 萬 | 1.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 14,786 | $320.9 萬 | 1.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 6,688 | $305.2 萬 | 1.6% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 12,669 | $283.9 萬 | 1.5% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,832 | $276.4 萬 | 1.5% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 29,800 | $257.0 萬 | 1.4% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 25,737 | $224.8 萬 | 1.2% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 14,359 | $202.2 萬 | 1.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 33,906 | $175.3 萬 | 0.9% | – | – | 歷史 |
| MMM3M Co | Stock | 8,930 | $171.9 萬 | 0.9% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 3,341 | $158.8 萬 | 0.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 8,976 | $152.5 萬 | 0.8% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,596 | $149.5 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,669 | $143.6 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,580 | $136.0 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,951 | $132.6 萬 | 0.7% | – | – | – |
| UNPUnion Pacific Corp | Stock | 5,999 | $132.0 萬 | 0.7% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 5,057 | $122.8 萬 | 0.6% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 12,984 | $117.1 萬 | 0.6% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 8,714 | $111.8 萬 | 0.6% | – | – | 歷史 |
| SYKStryker Corp | Stock | 4,559 | $111.0 萬 | 0.6% | – | – | 歷史 |
| ALTAAltabancorp | COM | 19,828 | $83.3 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 10,422 | $60.4 萬 | 0.3% | – | – | 歷史 |
| XMQualtrics International Inc. | COM CL A | 18,052 | $59.4 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,058 | $56.4 萬 | 0.3% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,436 | $53.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,872 | $47.5 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,358 | $45.2 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 8,047 | $39.5 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 1,450 | $36.9 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,600 | $35.8 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,766 | $29.9 萬 | 0.2% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 5,329 | $29.7 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 611 | $29.1 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,764 | $28.8 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,032 | $27.9 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 728 | $26.9 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,550 | $24.6 萬 | 0.1% | – | – | 歷史 |
| AVBAvalonbay Communities Inc | COM | 1,300 | $23.9 萬 | 0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 2,800 | $21.2 萬 | 0.1% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 822 | $20.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,891 | $20.2 萬 | 0.1% | – | – | – |
| TELLTellurian Inc. | COM | 60,100 | $14.0 萬 | 0.1% | – | – | 歷史 |