HoldingsChannel.com
Bowling Portfolio Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
Apple Computer 84,657 +8,336 $21,527
     AAPL84,657+8,336$21,527
Microsoft Corp 128,529 -10,249 $20,270
     MSFT128,529-10,249$20,270
Amazon Inc 4,460 -156 $8,696
     AMZN4,460-156$8,696
Facebook Inc 46,814 -4,267 $7,809
     FB46,814-4,267$7,809
Procter & Gamble Co 70,210 +4,033 $7,723
     PG70,210+4,033$7,723
Alphabet Inc. Class A 6,405 -314 $7,442
     GOOGL6,405-314$7,442
Verizon Communications Inc 123,135 -5,896 $6,616
     VZ123,135-5,896$6,616
Intel Corp 108,484 -13,447 $5,871
     INTC108,484-13,447$5,871
Schwab U.S. Large Cap ETF (SCHX) 95,512 +13,501 $5,850
     SCHX95,512+13,501$5,850
Biogen Inc 16,786 -2,455 $5,311
     BIIB16,786-2,455$5,311
AT&T Inc. New 171,980 -8,285 $5,013
     T171,980-8,285$5,013
Lockheed Martin Corp 14,678 -1,427 $4,975
     LMT14,678-1,427$4,975
Merck & Co Inc 62,159 -2,726 $4,783
     MRK62,159-2,726$4,783
Bristol Myers Squibb 82,050 +22,821 $4,573
     BMY82,050+22,821$4,573
Northrop Grumman Corp 14,963 -822 $4,527
     NOC14,963-822$4,527
CVS Health Corp 71,689 +40,890 $4,253
     CVS71,689+40,890$4,253
Johnson & Johnson 30,147 -26,535 $3,953
     JNJ30,147-26,535$3,953
CDW Corp 35,118 -2,384 $3,275
     CDW35,118-2,384$3,275
Jazz Pharmaceuticals Plc 32,244 -3,044 $3,216
     JAZZ32,244-3,044$3,216
Amdocs Ltd 57,955 +32,127 $3,186
     DOX57,955+32,127$3,186
Berkshire Hathaway Inc Cl B      $2,936
     BRK.B16,059-1,168$2,936
Gentex Corp 131,363 +69,989 $2,911
     GNTX131,363+69,989$2,911
JPMorgan Chase & Co 31,467 -2,314 $2,833
     JPM31,467-2,314$2,833
Medtronic Plc 31,118 +31,118 $2,806
     MDT31,118+31,118$2,806
General Mills Inc 49,998 +34,814 $2,638
     GIS49,998+34,814$2,638
HCA Healthcare Inc 29,051 -1,531 $2,610
     HCA29,051-1,531$2,610
Amgen Inc. 12,828 -406 $2,601
     AMGN12,828-406$2,601
Alphabet Inc. Class C 2,205 -35 $2,564
     GOOG2,205-35$2,564
Qualcomm Inc 35,854 +35,854 $2,426
     QCOM35,854+35,854$2,426
Citigroup Inc 56,755 -6,531 $2,391
     C56,755-6,531$2,391
Delta Air Lines Inc 83,658 +9,116 $2,387
     DAL83,658+9,116$2,387
Reliance Steel & Alum 26,754 -3,244 $2,343
     RS26,754-3,244$2,343
Alexion Pharmaceuticals Inc 25,165 -1,764 $2,260
     ALXN25,165-1,764$2,260
Lam Research Corp 9,400 -2,040 $2,256
     LRCX9,400-2,040$2,256
Ebay Inc 75,008 -9,312 $2,255
     EBAY75,008-9,312$2,255
Pultegroup Inc 100,712 -18,718 $2,248
     PHM100,712-18,718$2,248
Davita Inc 28,285 -9,259 $2,151
     DVA28,285-9,259$2,151
Leidos Holdings 22,551 -6,607 $2,067
     LDOS22,551-6,607$2,067
Steel Dynamics Inc 91,059 +81,993 $2,052
     STLD91,059+81,993$2,052
Perrigo Co Plc 41,741 -10,688 $2,007
     PRGO41,741-10,688$2,007
Unitedhealth Group Inc 7,966 +3,679 $1,987
     UNH7,966+3,679$1,987
Goldman Sachs Group Inc 12,541 +12,541 $1,939
     GS12,541+12,541$1,939
Comcast Corp 56,152 -98,220 $1,931
     CMCSA56,152-98,220$1,931
Anthem Inc 8,483 -433 $1,926
     ANTM8,483-433$1,926
Best Buy Co Inc 33,363 +27,148 $1,902
     BBY33,363+27,148$1,902
Motorola Solutions Inc 14,242 +14,242 $1,893
     MSI14,242+14,242$1,893
Hubbell Inc 16,377 +16,377 $1,879
     HUBB16,377+16,377$1,879
Caci International Inc 8,884 +8,884 $1,876
     CACI8,884+8,884$1,876
Xerox Holdings Corp 99,069 -7,231 $1,876
     XRX99,069-7,231$1,876
Cbre Group Inc 49,371 -10,709 $1,862
     CBRE49,371-10,709$1,862

See Full List: All Stocks Held By Bowling Portfolio Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Bowling Portfolio Management LLC

Size ($ in 1000's)
At 03/31/2020: $405,730
At 12/31/2019: $587,556

Bowling Portfolio Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bowling Portfolio Management LLC 13F filings. Link to 13F filings: SEC filings

Bowling Portfolio Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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