• Contact Information

    agran libbie
    2150 COLORADO AVE
    SANTA MONICA CA    90404

    Business Phone: 3105861828
  • 13F Sector Allocation 03/31/2013

  • 13F Activity for 03/31/2013

    [1]Market Value: $669,870,795
    [1]Prior Market Value: $310,185,032
    New Purchases: 7 stocks
    Additional Purchases: 101 stocks
    Sold out of: 3 stocks
    Reduced holdings in: 4 stocks
    Top 10 Holdings %: 30.03%
    [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
  • 13F Holdings Summary

    Top 13F Holdings on 03/31/2013
    Stock% of Portfolio
    Chevron Corp. 3.5%
    Berkshire Hathaway Inc. 3.41%
    QUALCOMM Incorporated 3.16%
    HCP, Inc. 3.07%
    Dominion Resources, Inc. 3.03%
    Major new positions on 03/31/2013
    Stock% of Portfolio
    ABBVIE INC. 0.27%
    Fastenal Co. 0.23%
    Facebook, Inc. 0.22%
    The Home Depot, Inc. 0.06%
    GlaxoSmithKline plc 0.06%
    Major positions closed on 03/31/2013
    StockPrior % of Portfolio
    oShares iBoxx Invest Grade Corp Bond 0.12%
    ProShares UltraShort S&P500 0.08%
    Chesapeake Energy Corporation 0.06%
    View All Holdings
  • Recent SEC Filings

    Recent filings
    Form 13F-HR2013-04-16
    Form 13F-HR2013-01-15
    Form 13F-HR2012-10-23
    Form 13F-HR/A2012-07-19
    Form 13F-HR2012-07-19