SADOFF INVESTMENT MANAGEMENT LLC 13F Holdings

CIK 0001021008 · MILWAUKEE, WI

As of Sep 30, 2022, SADOFF INVESTMENT MANAGEMENT LLC reported 86 positions worth .3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MCKESSON CORPMCKHealthcare230,220$78.4K6.10%
T-MOBILE US INCTMUSCommunication Services529,848$71.1K5.53%
MOTOROLA SOLUTIONS INCMSITechnology307,514$69.1K5.38%
MORGAN STANLEYMSFinancial Services815,571$64.4K5.02%
WASTE MANAGEMENT INCWMIndustrials390,460$62.6K4.87%
HOME DEPOT INCHDConsumer Cyclical210,153$58.0K4.51%
SCHWAB CHARLES CORPSCHWEquity700,377$50.3K3.92%
TEXAS INSTRUMENTS INCTXNTechnology289,051$44.7K3.48%
HORTON D R INCDHIConsumer Cyclical644,641$43.4K3.38%
CISCO SYSTEMS INCCSCOTechnology1,078,582$43.1K3.36%
CENCORA INCCORHealthcare299,145$40.5K3.15%
CVS HEALTH CORPCVSHealthcare396,509$37.8K2.94%
REPUBLIC SERVICES INCRSGIndustrials262,147$35.8K2.79%
ADVANCED MICRO DEVICES INCAMDEquity544,510$34.5K2.69%
CIENA CORPCIENTechnology832,086$33.6K2.62%
FORD MOTOR COFConsumer Cyclical2,982,622$33.4K2.60%
GE AEROSPACEGEIndustrials536,567$33.3K2.59%
MASCO CORPMASBasic Materials678,738$31.7K2.47%
CORNING INCGLWTechnology920,723$26.7K2.08%
ANALOG DEVICES INCADITechnology189,422$26.4K2.05%
EATON CORP PLCETNIndustrials183,717$24.5K1.91%
MGIC INVESTMENT CORPMTGFinancial Services1,878,832$24.1K1.87%
PROCTER & GAMBLE COPGConsumer Defensive190,505$24.1K1.87%
BANK OF AMERICA CORPBACFinancial Services778,811$23.5K1.83%
ISHARES PREFERRED & INCOME SPFF—695,515$22.0K1.71%