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| Name: |
Whelan Financial |
| City: |
FRESNO |
| State: |
CA |
| Zip: |
93711 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.B |
Berkshire Hathaway B |
25 |
New |
$410.24 |
$501,000 |
1,191 |
0.23% |
501,000 |
1,191 |
0 |
Property & Casualty I... |
|
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LLY |
Eli Lilly & Co |
34 |
New |
$763.98 |
$297,000 |
381 |
0.14% |
297,000 |
381 |
0 |
Drug Manufacturers - ... |
|
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IBM |
International Business Mach... |
36 |
New |
$167.36 |
$251,000 |
1,314 |
0.11% |
251,000 |
1,314 |
0 |
Diversified Computer ... |
|
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WMT |
Wal-Mart Stores Inc |
37 |
New |
$60.24 |
$226,000 |
3,756 |
0.1% |
226,000 |
3,756 |
0 |
Discount, Variety Stores |
|
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XOM |
Exxon Mobil Corp |
39 |
New |
$117.67 |
$207,000 |
1,782 |
0.09% |
207,000 |
1,782 |
0 |
Integrated Oil & Gas |
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DIS |
Walt Disney Co |
40 |
New |
$105.35 |
$206,000 |
1,686 |
0.09% |
206,000 |
1,686 |
0 |
Entertainment - Diver... |
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V |
Visa Inc |
41 |
New |
$277.74 |
$205,000 |
735 |
0.09% |
205,000 |
735 |
0 |
Business Services |
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