STRALEM & CO INC 13F Holdings

CIK 0000728882 · NEW YORK, NY

As of Jun 30, 2020, STRALEM & CO INC reported 118 positions worth 57.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services29,907$6.8K4.32%
ADOBE INCADBETechnology14,868$6.5K4.12%
DANAHER CORPDHRHealthcare35,650$6.3K4.01%
VISA INC-CLASS A SHARESVFinancial Services31,692$6.1K3.90%
MICROSOFT CORPMSFTTechnology28,832$5.9K3.74%
ALPHABET INCGOOGLEquity3,935$5.6K3.55%
BROADCOM INCAVGOTechnology16,910$5.3K3.40%
HORTON D R INCDHIConsumer Cyclical93,610$5.2K3.31%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services56,520$5.2K3.30%
UNITEDHEALTH GROUP INCUNHHealthcare17,335$5.1K3.26%
ORACLE CORPORCLTechnology91,344$5.0K3.21%
ACTIVISION BLIZZARD INCATVICommunication Services65,664$5.0K3.17%
CISCO SYSTEMS INCCSCOTechnology104,845$4.9K3.11%
FEDEX CORPFDXIndustrials34,695$4.9K3.10%
COSTCO WHOLESALE CORPCOSTConsumer Defensive15,910$4.8K3.07%
PROGRESSIVE CORPPGRFinancial Services59,076$4.7K3.01%
DOMINION ENERGY INCDUtilities58,175$4.7K3.01%
DUKE ENERGY CORPDUKUtilities54,821$4.4K2.79%
MERCK & CO INCMRKHealthcare54,596$4.2K2.69%
AMERICAN ELECTRIC POWERAEPUtilities52,408$4.2K2.66%
ABBOTT LABORATORIESABTHealthcare45,590$4.2K2.65%
PFIZER INCPFEHealthcare124,487$4.1K2.59%
ABBVIE INCABBVEquity41,055$4.0K2.57%
THERMO FISHER SCIENTIFIC INCTMOHealthcare10,950$4.0K2.53%
RTX CORPRTXEquity64,197$4.0K2.52%