Loeb Partners CORP Holdings Report (13F Filings)

Kresge Foundation

CIK 0000056822

Total reported value

—

1 stks

2019-12-31

Stale — no recent filing

Resource America, INC.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing

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Loeb Partners CORP Holdings Report (13F Filings)

CIK: 0000942618

High-turnover trader

Total reported value

—

Reporting period: 2019-06-30 · Number of holdings: 1

LOEB PARTNERS CORP disclosed 1 holdings in its latest 13F filing for the period ending 2019-06-30, with total reported value of — and a quarterly turnover rate of 100.0%.

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Personality snowflake

Concentration: 0
Portfolio Stability: 100
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/13f/loeb-partners-corp

Recent moves

Sold out TMO
Sold out MSFT
Sold out BRK-A
Sold out AAPL
Sold out META
Sold out BRK-B

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Portfolio Performance

Not enough priced holdings yet to compute performance

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2019-06-30	1	—	100
2019-03-31	156	$4.9M	100	1TMO 2MSFT 3BRK-A Top holdings2019-03-31 1.TMO 2.MSFT 3.BRK-A 4.AAPL 5.META 6.BRK-B 7.IBM 8.ARE 9.DHR 10.LLY
2018-12-31	333	$215.1M	42	1BRK-B 2BRK-A 3XLF Top holdings2018-12-31 1.BRK-B 2.BRK-A 3.XLF 4.BNY 5.JPM 6.DEO 7.ALL 8.INVH 9.IVE 10.MSFT
2018-09-30	143	$271.3M	100	1GLD 2XLF 3BRK-B Top holdings2018-09-30 1.GLD 2.XLF 3.BRK-B 4.BRK-A 5.ALL 6.BNY 7.DEO 8.JPM 9.INVH 10.KRE
2018-06-30	170	$395.9M	63	178463v2BRK-B381369y Top holdings2018-06-30 1.78463v 2.BRK-B 3.81369y 4.BRK-A 5.IVW 6.81369y 7.46625h 8.25243q 9.BNY 10.ALL
2018-03-31	122	$230.6M	43	178463v2BRK-B 3BNY Top holdings2018-03-31 1.78463v 2.BRK-B 3.BNY 4.ALL 5.25243q 6.BAC 7.BRK-A 8.46187w 9.00162q 10.36174x
2017-12-31	156	$338.9M	31	178463v281369y3ALL Top holdings2017-12-31 1.78463v 2.81369y 3.ALL 4.BNY 5.BRK-B 6.46625h 7.25243q 8.BRK-A 9.MCD 10.BAC
2017-09-30	163	$327.2M	30	178463v281369y3BNY Top holdings2017-09-30 1.78463v 2.81369y 3.BNY 4.ALL 5.BRK-B 6.25243q 7.BRK-A 8.46625h 9.MRSH 10.MCD
2017-06-30	165	$348.3M	39	178463v2BNY 3BRK-A Top holdings2017-06-30 1.78463v 2.BNY 3.BRK-A 4.MCD 5.46625h 6.ALL 7.BRK-B 8.MRSH 9.VGK 10.81369y
2017-03-31	161	$332.3M	27	178463v2BNY 3BRK-A Top holdings2017-03-31 1.78463v 2.BNY 3.BRK-A 4.00206r 5.TJX 6.BRK-B 7.25243q 8.ALL 9.46625h 10.PG
2016-12-31	156	$295.6M	40	178463v2BRK-A300206r Top holdings2016-12-31 1.78463v 2.BRK-A 3.00206r 4.21871n 5.AEP 6.46625h 7.BRK-B 8.TJX 9.MRSH 10.30231g
2016-09-30	152	$280.2M	29	178463v2BRK-A300206r Top holdings2016-09-30 1.78463v 2.BRK-A 3.00206r 4.TJX 5.MRSH 6.BRK-B 7.30231g 8.DUK 9.46625h 10.VNO
2016-06-30	180	$303.9M	34	178463v2KHC 3BRK-A Top holdings2016-06-30 1.78463v 2.KHC 3.BRK-A 4.30231g 5.TJX 6.00206r 7.MRSH 8.BRK-B 9.DUK 10.25243q
2016-03-31	170	$280.0M	46	178463v2KHC 3BRK-A Top holdings2016-03-31 1.78463v 2.KHC 3.BRK-A 4.TJX 5.00206r 6.30231g 7.BRK-B 8.81369y 9.25243q 10.MRSH
2015-12-31	175	$312.2M	41	126746e278463v3BRK-A Top holdings2015-12-31 1.26746e 2.78463v 3.BRK-A 4.KHC 5.DIS 6.TJX 7.BRK-B 8.78463x 9.46625h 10.25243q
2015-09-30	186	$272.5M	36	126746e278463v3BRK-A Top holdings2015-09-30 1.26746e 2.78463v 3.BRK-A 4.DIS 5.78463x 6.BRK-B 7.ITB 8.25243q 9.46625h 10.TWXCHF
2015-06-30	210	$344.9M	33	126746e278463v3DIS Top holdings2015-06-30 1.26746e 2.78463v 3.DIS 4.BRK-A 5.TWXCHF 6.81369y 7.78463x 8.BRK-B 9.ITB 10.25243q
2015-03-31	206	$341.6M	28	126746e278463v3DIS Top holdings2015-03-31 1.26746e 2.78463v 3.DIS 4.BRK-A 5.TWXCHF 6.81369y 7.78463x 8.UPS 9.90130a 10.BAM
2014-12-31	206	$336.4M	38	126746e278463v3DIS Top holdings2014-12-31 1.26746e 2.78463v 3.DIS 4.BRK-A 5.TWXCHF 6.g5480u 7.90130a 8.UPS 9.46625h 10.TJX
2014-09-30	175	$301.7M	33	178463v226746e3DIS Top holdings2014-09-30 1.78463v 2.26746e 3.DIS 4.BRK-A 5.TWXCHF 6.90130a 7.ADP 8.46625h 9.JNJ 10.CAT
2014-06-30	203	$329.3M	33	178463v226746e3DIS Top holdings2014-06-30 1.78463v 2.26746e 3.DIS 4.25243q 5.TWXCHF 6.BRK-A 7.90130a 8.ADP 9.78462f 10.81369y
2014-03-31	197	$298.1M	30	178463v226746e3DIS Top holdings2014-03-31 1.78463v 2.26746e 3.DIS 4.25243q 5.BRK-A 6.90130a 7.TWXCHF 8.BRK-B 9.ADP 10.81369y
2013-12-31	229	$313.3M	27	178463v226746e325243q Top holdings2013-12-31 1.78463v 2.26746e 3.25243q 4.WMB 5.DIS 6.90130a 7.BRK-A 8.TWXCHF 9.81369y 10.ADP
2013-09-30	212	$296.0M	35	178463v226746e325243q Top holdings2013-09-30 1.78463v 2.26746e 3.25243q 4.WMB 5.BRK-A 6.DIS 7.81369y 8.TWXCHF 9.81369y 10.ADP
2013-06-30	213	$273.5M	0	178463v225243q3WMB Top holdings2013-06-30 1.78463v 2.25243q 3.WMB 4.BRK-A 5.02917t 6.DIS 7.UNUSD 8.26746e 9.ADP 10.TWXCHF

Holding changes this quarter

Position changes disclosed by Loeb Partners CORP for the quarter ending 2019-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
2	MSFT	Microsoft CORP	—	EXIT	Sold out
3	BRK-A	Berkshire Hathaway Inc-cl A	—	EXIT	Sold out
4	AAPL	Apple INC	—	EXIT	Sold out
5	META	Meta Platforms Inc-class A	—	EXIT	Sold out
6	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
7	IBM	Intl Business Machines CORP	—	EXIT	Sold out
8	ARE	Alexandria Real Estate Equit	—	EXIT	Sold out
9	DHR	Danaher CORP	—	EXIT	Sold out
10	LLY	Eli Lilly & Co	—	EXIT	Sold out
11	MRK	Merck & Co. INC.	—	EXIT	Sold out
12	GD	General Dynamics CORP	—	EXIT	Sold out
13	PFE	Pfizer INC	—	EXIT	Sold out
14	WMT	Walmart INC	—	EXIT	Sold out
15	PG	Procter & Gamble Co/the	—	EXIT	Sold out
16	T	At&t INC	—	EXIT	Sold out
17	JNJ	Johnson & Johnson	—	EXIT	Sold out
18	NKE	Nike INC -cl B	—	EXIT	Sold out
19	BMY	Bristol-myers Squibb Co	—	EXIT	Sold out
20	CSCO	Cisco Systems INC	—	EXIT	Sold out
21	A	Agilent Technologies INC	—	EXIT	Sold out
22	GLD	Spdr Gold Shares	—	EXIT	Sold out
23	BOX	Box INC - Class A	—	EXIT	Sold out
24	ABBV	Abbvie INC	—	EXIT	Sold out
25	MRVL	Marvell Technology, Inc.	—	EXIT	Sold out
26	DD	DuPont de Nemours, Inc.	—	EXIT	Sold out
27	TIFEUR	Tiffany & Co	—	EXIT	Sold out
28	KEYS	Keysight Technologies In	—	EXIT	Sold out
29	GILD	Gilead Sciences INC	—	EXIT	Sold out
30	WMB	Williams Cos INC	—	EXIT	Sold out
31	NRK	Nuveen Ny Amt-fr Muni INC	—	EXIT	Sold out
32	ABT	Abbott Laboratories	—	EXIT	Sold out
33	CVX	Chevron CORP	—	EXIT	Sold out
34	HPQ	Hp INC	—	EXIT	Sold out
35	VZ	Verizon Communications INC	—	EXIT	Sold out
36	UL	Unilever PLC	—	EXIT	Sold out
37	MDLZ	Mondelez International Inc-a	—	EXIT	Sold out
38	AZNN	Astrazeneca Plc-spons Adr	—	EXIT	Sold out
39	TDF	Templeton Dragon Fund INC	—	EXIT	Sold out
40	INTC	Intel CORP	—	EXIT	Sold out
41	UBAUSD	Urstadt Biddle - Class A	—	EXIT	Sold out
42	NVS	Novartis Ag-sponsored Adr	—	EXIT	Sold out
43	KHC	Kraft Heinz Co/the	—	EXIT	Sold out
44	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
45	ALL	Allstate CORP	—	EXIT	Sold out
46	XLF	Ss Financial Select Sector	—	EXIT	Sold out
47	KSS	Kohls CORP	—	EXIT	Sold out
48	BXP	Bxp INC	—	EXIT	Sold out
49	CAT	Caterpillar INC	—	EXIT	Sold out
50	KRE	Ss Spdr S&p Regional Bank	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2019-06-30	2019-08-14	13F-HR	View on EDGAR
2019-03-31	2019-05-15	Amendment	View on EDGAR
2019-03-31	2019-05-14	13F-HR	View on EDGAR
2018-12-31	2019-02-07	13F-HR	View on EDGAR
2018-09-30	2018-11-09	13F-HR	View on EDGAR
2018-06-30	2018-08-13	13F-HR	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-05	13F-HR	View on EDGAR
2017-09-30	2017-10-23	13F-HR	View on EDGAR
2017-06-30	2017-07-27	13F-HR	View on EDGAR
2017-03-31	2017-04-21	13F-HR	View on EDGAR
2016-12-31	2017-01-24	13F-HR	View on EDGAR
2016-09-30	2016-10-28	13F-HR	View on EDGAR
2016-06-30	2016-07-20	13F-HR	View on EDGAR
2016-03-31	2016-05-04	13F-HR	View on EDGAR
2015-12-31	2016-02-09	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-07-24	13F-HR	View on EDGAR
2015-03-31	2015-06-08	Amendment	View on EDGAR
2015-03-31	2015-04-24	13F-HR	View on EDGAR
2014-12-31	2015-06-08	Amendment	View on EDGAR
2014-12-31	2015-02-06	13F-HR	View on EDGAR
2014-09-30	2014-11-12	13F-HR	View on EDGAR
2014-06-30	2014-08-12	13F-HR	View on EDGAR
2014-03-31	2014-05-13	13F-HR	View on EDGAR
2013-12-31	2014-02-13	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-14	13F-HR	View on EDGAR

FAQ

What is Loeb Partners CORP and what type of investor is it?

What are Loeb Partners CORP's largest equity positions?

Based on the latest 13F filing, Loeb Partners CORP's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Loeb Partners CORP make in its most recent portfolio filing?

What sectors does Loeb Partners CORP focus on?

Sector breakdown data is not yet available for Loeb Partners CORP. Check back after the next 13F processing cycle.

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Total reported value

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Stale — no recent filing

Resource America, INC.

CIK 0000083402

Total reported value

—

1 stks

2021-09-30

Stale — no recent filing