WR
Woodburn R Robert Jr Historical SEC 13F Holdings & Archive (Q2 2013)
Woodburn R Robert JrCIK: 0001135022
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$93.1M
Reporting period: 2013-06-30 · Number of holdings: 78
WOODBURN R ROBERT JR disclosed 78 holdings in its latest 13F filing for the period ending 2013-06-30, with total reported value of $93.1M and a quarterly turnover rate of 11.0%.
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Personality snowflake
- Concentration
- 24.55
- Portfolio Stability
- 11.05
- Momentum
- 100
- Sector conviction
- 72.81
- Diversification
- 100
- Sizing Uniformity
- 80.41
Woodburn R Robert Jr's disclosed holdings carry a Herfindahl concentration index of 0.061 — mathematically equivalent to about 16 equally-sized positions, well below its 78 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.96), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 45% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Mac-gray CORP | Stock-Other | 17.30% | — | — | — |
| 2 | ✓ | Stock-Other | 13.84% | — | — | — | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.95% | — | — | — |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.87% | — | — | — |
| 5 | ADP | Automatic Data Processing | Stock-Tech | 2.91% | — | — | — |
| 6 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.31% | — | — | — |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.19% | — | — | — |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.07% | — | — | — |
| 9 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 2.03% | — | — | — |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.87% | — | — | — |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 1.87% | — | — | — |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | — | — | — |
| 13 | INTC | Intel CORP | Stock-Tech | 1.69% | — | — | — |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.55% | — | — | — |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.52% | — | — | — |
| 16 | SLB | Slb LTD | Stock-Energy | 1.46% | — | — | — |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.26% | — | — | — |
| 18 | ✓ | Stock-Other | 1.26% | — | — | — | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.19% | — | — | — |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | — | — | — |
| 21 | ✓ | Stock-Other | 1.16% | — | — | — | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.04% | — | — | — |
| 23 | XLNXEUR | Xilinx Inc | Stock-Other | 1.04% | — | — | — |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | — | — |
| 25 | SYY | Sysco CORP | Stock-Consumer Staples | 0.91% | — | — | — |
| 26 | STT | State Street CORP | Stock-Financials | 0.88% | — | — | — |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | — | — | — |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | — | — | — |
| 29 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.84% | — | — | — |
| 30 | BP | Bp Plc-spons Adr | Stock-Energy | 0.84% | — | — | — |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.84% | — | — | — |
| 32 | ✓ | EuroPacific Growth Fund Cl F-2 | Stock-Other | 0.82% | — | — | — |
| 33 | UTXZ | United Tech CORP | Stock-Other | 0.79% | — | — | — |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.77% | — | — | — |
| 35 | GIS | General Mills Inc | Stock-Consumer Staples | 0.72% | — | — | — |
| 36 | ✓ | Stock-Other | 0.69% | — | — | — | |
| 37 | ✓ | Stock-Other | 0.66% | — | — | — | |
| 38 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.65% | — | — | — |
| 39 | ✓ | GSK plc | Stock-Other | 0.65% | — | — | — |
| 40 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.65% | — | — | — |
| 41 | ✓ | Stock-Other | 0.59% | — | — | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | — | — | — |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | — | — | — |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | — | — | — |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.55% | — | — | — |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | — | — | — |
| 47 | USB | US Bancorp | Stock-Financials | 0.52% | — | — | — |
| 48 | APC3EUR | Anadarko Petroleum CORP | Stock-Other | 0.51% | — | — | — |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.50% | — | — | — |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.50% | — | — | — |
1–50 of 78
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Woodburn R Robert Jr and what type of investor is it?
Woodburn R Robert Jr is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2013-06-30), the firm manages a tracked equity portfolio valued at approximately $93.1M, spread across 78 disclosed positions.
What are Woodburn R Robert Jr's largest equity positions?
Based on the latest 13F filing, Woodburn R Robert Jr's top holdings by market value are:
1. Mac-gray CORP — $16.1M (17.3%)
2. — $12.9M (13.8%)
3. Johnson & Johnson (JNJ) — $5.5M (6.0%)
4. Procter & Gamble Co/the (PG) — $3.6M (3.9%)
5. Automatic Data Processing (ADP) — $2.7M (2.9%)
What changes did Woodburn R Robert Jr make in its most recent portfolio filing?
No notable portfolio changes were recorded for Woodburn R Robert Jr in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Woodburn R Robert Jr focus on?
Woodburn R Robert Jr is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 33.7%
• Health Care: 26.4%
• Consumer Staples: 18.9%
• Information Technology: 14.9%
• Consumer Discretionary: 3.3%
• Financials: 1.5%
Investment Profile
Woodburn R Robert Jr's portfolio is broadly diversified and long-term-holding, with 33.7% of the portfolio concentrated in Energy.
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