Portfolio Holdings & Fund Performance - Sutherland Vanessa Allen

List of top 200 securities held by Sutherland Vanessa Allen:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#HoldingReport
Quarter		Shares
Held		Value
(Price)		Portfolio
(%)		Shares Vs.
Prev Report		Money
Flow		Holding
History
#
Holding
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1PHILLIPS 66
PSX		2025-02-1347,766$4.82M
($100.90)		70.79%Form4
2NORFOLK SOUTHERN CORP
NSC		2021-02-026,362$1.40M
($220.00)		20.56%Form4
3DOMINION ENERGY INC
D		2025-03-179,047$483.128K
($53.40)		7.10%Form4
4EASTMAN CHEMICAL CO
EMN		2021-10-051,334$105.773K
($79.29)		1.55%Form4
Showing 1 to 4 of 4 entries
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