PERESS INVESTMENT ADVISORS, LTD. 13F Holdings

CIK 02812462 · MCLEAN, VA

As of Jun 30, 2018, PERESS INVESTMENT ADVISORS, LTD. reported 123 positions worth $220.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INTUIT INCINTUTechnology42,830$8.8K3.96%
TEXAS INSTRUMENTS INCTXNTechnology69,295$7.6K3.46%
ADOBE INCADBETechnology30,956$7.5K3.42%
VANGUARD TOTAL STOCK MKT ETFVTI—52,187$7.3K3.32%
DOMINION ENERGY INCDUtilities96,608$6.6K2.98%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services33,895$6.3K2.87%
FEDEX CORPFDXIndustrials27,730$6.3K2.85%
BIOGEN INCBIIBHealthcare21,026$6.1K2.77%
CBOE GLOBAL MARKETS INCCBOEFinancial Services56,810$5.9K2.68%
VANGUARD BALANCED INDEX FUNDVBINX—143,224$5.0K2.26%
UNITED TECHNOLOGIES CORPRTXIndustrials39,094$4.9K2.21%
DOWDUPONT INCDDBasic Materials73,719$4.9K2.20%
UNILEVER N VUNConsumer Defensive84,585$4.7K2.14%
CME GROUP INCCMEFinancial Services28,140$4.6K2.09%
COSTCO WHOLESALE CORPCOSTConsumer Defensive21,595$4.5K2.04%
CANADIAN PAC RY LTDCPIndustrials23,615$4.3K1.96%
EXXON MOBIL CORPXOMEnergy47,613$3.9K1.78%
CINCINNATI BELL, INCORPORATED. PFD CV DEP1/20CBB-PBCommunication Services78,450$3.9K1.75%
KIMBERLY CLARK CORPKMBConsumer Defensive35,736$3.8K1.71%
VERIZON COMMUNICATIONS INCBACCommunication Services71,057$3.6K1.62%
H. Lundbeck AS——50,795$3.6K1.62%
MERCK & CO INCMRKHealthcare55,698$3.4K1.53%
PROCTER & GAMBLE COPGConsumer Defensive41,208$3.2K1.46%
HESS CORPHESEnergy47,632$3.2K1.44%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology21,368$3.0K1.35%