CIK: 0000939791
Total reported value
—
Reporting period: 2019-12-31 · Number of holdings: 1
NATIONAL INVESTMENT SERVICES INC /WI disclosed 1 holdings in its latest 13F filing for the period ending 2019-12-31, with total reported value of — and a quarterly turnover rate of 100.0%.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Terms of Use for AI
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/national-investment-services-inc-wi
Sold out NEE
Sold out DLTR
Sold out 50540R409
Sold out LKQ
Sold out BRK-B
Sold out XEL
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |
Not enough priced holdings yet to compute performance
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2019 Q4 | 1 | — | 100 | ||
| 2019 Q3 | 77 | $86.0M | 30 | ||
| 2019 Q2 | 74 | $86.8M | 28 | ||
| 2019 Q1 | 76 | $91.3M | 40 | ||
| 2018 Q4 | 74 | $86.2M | 47 | ||
| 2018 Q3 | 72 | $101.9M | 28 | ||
| 2018 Q2 | 73 | $107.3M | 25 | ||
| 2018 Q1 | 76 | $107.2M | 38 | ||
| 2017 Q4 | 70 | $104.0M | 29 | ||
| 2017 Q3 | 60 | $97.3M | 27 | ||
| 2017 Q2 | 59 | $95.3M | 26 | ||
| 2017 Q1 | 59 | $100.0M | 38 | ||
| 2016 Q4 | 55 | $90.7M | 40 | ||
| 2016 Q3 | 52 | $88.5M | 38 | ||
| 2016 Q2 | 53 | $87.5M | 30 | ||
| 2016 Q1 | 36 | $86.6M | 28 | ||
| 2015 Q4 | 40 | $88.1M | 25 | ||
| 2015 Q3 | 38 | $84.6M | 33 | ||
| 2015 Q2 | 41 | $95.7M | 35 | ||
| 2015 Q1 | 42 | $98.5M | 100 | ||
| 2014 Q4 | 38 | $10.6M | 100 | ||
| 2014 Q3 | 44 | $122.3M | 35 | ||
| 2014 Q2 | 48 | $122.9M | 38 | ||
| 2014 Q1 | 54 | $116.3M | 44 | ||
| 2013 Q4 | 62 | $128.3M | 38 | ||
| 2013 Q3 | 63 | $127.2M | 18 | ||
| 2013 Q2 | 63 | $121.4M | 0 |
National Investment Services INC /wi's most significant position changes for 2019-12-31: Sold out: Nextera Energy INC (NEE); Sold out: Dollar Tree INC (DLTR); Sold out: Laboratory CORP Amer Hldgs; Sold out: Lkq CORP (LKQ); Sold out: Berkshire Hathaway Inc-cl B (BRK-B).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy INC | — | EXIT | Sold out |
| 2 | DLTR | Dollar Tree INC | — | EXIT | Sold out |
| 3 | ✓ | Laboratory CORP Amer Hldgs | — | EXIT | Sold out |
| 4 | LKQ | Lkq CORP | — | EXIT | Sold out |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 6 | XEL | Xcel Energy INC | — | EXIT | Sold out |
| 7 | GPK | Graphic Packaging Holding Co | — | EXIT | Sold out |
| 8 | ✓ | Healthcare Trust of America, I | — | EXIT | Sold out |
| 9 | RGLD | Royal Gold INC | — | EXIT | Sold out |
| 10 | VIRT | Virtu Financial Inc-class A | — | EXIT | Sold out |
| 11 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 12 | AWK | American Water Works Co INC | — | EXIT | Sold out |
| 13 | ✓ | Advanced Micro Devices, Inc. | — | EXIT | Sold out |
| 14 | DHR | Danaher CORP | — | EXIT | Sold out |
| 15 | JPM | Jpmorgan Chase & Co | — | EXIT | Sold out |
| 16 | UHAL | U-haul Holding Co | — | EXIT | Sold out |
| 17 | TMO | Thermo Fisher Scientific INC | — | EXIT | Sold out |
| 18 | ✓ | Aqua America INC | — | EXIT | Sold out |
| 19 | NOK | Nokia Corp-spon Adr | — | EXIT | Sold out |
| 20 | T | At&t INC | — | EXIT | Sold out |
| 21 | HON | Honeywell International INC | — | EXIT | Sold out |
| 22 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
| 23 | TAP | Molson Coors Beverage Co - B | — | EXIT | Sold out |
| 24 | ✓ | Crown Castle Inc. | — | EXIT | Sold out |
| 25 | BAC | Bank Of America CORP | — | EXIT | Sold out |
| 26 | KR | Kroger Co | — | EXIT | Sold out |
| 27 | PNC | Pnc Financial Services Group | — | EXIT | Sold out |
| 28 | CVX | Chevron CORP | — | EXIT | Sold out |
| 29 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
| 30 | CRL | Charles River Laboratories | — | EXIT | Sold out |
| 31 | DAL | Delta Air Lines INC | — | EXIT | Sold out |
| 32 | ✓ | Onespan INC | — | EXIT | Sold out |
| 33 | WY | Weyerhaeuser Co | — | EXIT | Sold out |
| 34 | ✓ | Ulta Beauty, Inc. | — | EXIT | Sold out |
| 35 | ✓ | — | EXIT | Sold out | |
| 36 | ✓ | — | EXIT | Sold out | |
| 37 | ✓ | — | EXIT | Sold out | |
| 38 | CSV | Carriage Services INC | — | EXIT | Sold out |
| 39 | CALY | Callaway Golf Company | — | EXIT | Sold out |
| 40 | ✓ | Tecnoglass Inc | — | EXIT | Sold out |
| 41 | MPAA | Motorcar Parts Of America In | — | EXIT | Sold out |
| 42 | EA | Electronic Arts INC | — | EXIT | Sold out |
| 43 | NBL2EUR | Noble Energy INC | — | EXIT | Sold out |
| 44 | ✓ | Northwest Natural Holding CO | — | EXIT | Sold out |
| 45 | EL | Estee Lauder Companies-cl A | — | EXIT | Sold out |
| 46 | WBA | Walgreens Boots Alliance INC | — | EXIT | Sold out |
| 47 | ✓ | Nomad Foods LTD | — | EXIT | Sold out |
| 48 | CVCO | Cavco Industries INC | — | EXIT | Sold out |
| 49 | RCKY | Rocky Brands INC | — | EXIT | Sold out |
| 50 | MHK | Mohawk Industries INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2019 Q4 | 2020-02-10 | 13F-HR | View on EDGAR |
| 2019 Q3 | 2019-10-07 | 13F-HR | View on EDGAR |
| 2019 Q2 | 2019-07-15 | 13F-HR | View on EDGAR |
| 2019 Q1 | 2019-04-01 | 13F-HR | View on EDGAR |
| 2018 Q4 | 2019-01-02 | 13F-HR | View on EDGAR |
| 2018 Q3 | 2018-10-01 | 13F-HR | View on EDGAR |
| 2018 Q2 | 2018-07-02 | 13F-HR | View on EDGAR |
| 2018 Q1 | 2018-04-02 | 13F-HR | View on EDGAR |
| 2017 Q4 | 2018-01-11 | 13F-HR | View on EDGAR |
| 2017 Q3 | 2017-10-05 | 13F-HR | View on EDGAR |
| 2017 Q2 | 2017-08-07 | 13F-HR | View on EDGAR |
| 2017 Q1 | 2017-04-18 | 13F-HR | View on EDGAR |
| 2016 Q4 | 2017-01-25 | 13F-HR | View on EDGAR |
| 2016 Q3 | 2016-10-31 | 13F-HR | View on EDGAR |
| 2016 Q2 | 2016-07-25 | 13F-HR | View on EDGAR |
| 2016 Q1 | 2016-04-18 | 13F-HR | View on EDGAR |
| 2015 Q4 | 2016-01-27 | 13F-HR | View on EDGAR |
| 2015 Q3 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015 Q2 | 2015-08-06 | 13F-HR | View on EDGAR |
| 2015 Q1 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014 Q4 | 2015-02-10 | 13F-HR | View on EDGAR |
| 2014 Q3 | 2014-10-14 | 13F-HR | View on EDGAR |
| 2014 Q2 | 2014-07-22 | 13F-HR | View on EDGAR |
| 2014 Q1 | 2014-05-01 | 13F-HR | View on EDGAR |
| 2013 Q4 | 2014-02-07 | 13F-HR | View on EDGAR |
| 2013 Q3 | 2013-10-21 | 13F-HR | View on EDGAR |
| 2013 Q2 | 2013-08-02 | 13F-HR | View on EDGAR |
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Access National Investment Services INC /wi's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/national-investment-services-inc-wiCLI
npx alphasmo institutions get national-investment-services-inc-wi