Aljian-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "BROS",
  "ZS",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "SMRT",
  "GD",
  "GILD",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "FEMY",
  "QCOM",
  "ITW",
  "META",
  "LHX",
  "MPC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "GE",
  "BX",
  "AMP",
  "KKR",
  "ORCL",
  "NOC",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "GEHC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MDB",
  "AMGN",
  "PPG",
  "SHW",
  "RTX",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TRV",
  "UBER",
  "SCHW",
  "TSM",
  "DD",
  "R",
  "NFG",
  "STWD",
  "AMD",
  "SONY",
  "DECK",
  "WM",
  "INVH",
  "RACE",
  "NVO",
  "AMZN",
  "HBAN",
  "V",
  "VST",
  "WMT",
  "WFC",
  "BIIB",
  "LVS",
  "MGM",
  "PSX",
  "CRM",
  "RDDT",
  "GEV",
  "STE",
  "LULU",
  "BAC",
  "BRK-B",
  "BMY",
  "CBOE",
  "CVX",
  "CINF",
  "CMG",
  "CSCO",
  "NET",
  "C",
  "KO",
  "CEG",
  "COST",
  "CVS",
  "DHR",
  "NEE",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 117
Total Value: 420756367
Accession Number: 0001085146-25-002328
Form Type: 13F-HR
CIK: aljian-capital-management
Manager Name: Aljian-Capital-Management

Data Enrichment

100% identified

117 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

117 positions • $420.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:6.1K

Value:$551.1K

% of Portfolio:0.1% ($551.1K/$420.8M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.1K

Value:$491.3K

% of Portfolio:0.1% ($491.3K/$420.8M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:978

Value:$473.6K

% of Portfolio:0.1% ($473.6K/$420.8M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:7.9K

Value:$472.7K

% of Portfolio:0.1% ($472.7K/$420.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:7.6K

Value:$468.6K

% of Portfolio:0.1% ($468.6K/$420.8M)

Medtronic plc

MDT|G5960L103

Shares:5.1K

Value:$458.5K

% of Portfolio:0.1% ($458.5K/$420.8M)

PEPSICO INC

PEP|713448108

Shares:3.0K

Value:$457.2K

% of Portfolio:0.1% ($457.2K/$420.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:857

Value:$456.4K

% of Portfolio:0.1% ($456.4K/$420.8M)

AT&T INC.

T|00206R102

Shares:15.3K

Value:$433.9K

% of Portfolio:0.1% ($433.9K/$420.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.1K

Value:$413.2K

% of Portfolio:0.1% ($413.2K/$420.8M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.7K

Value:$399.9K

% of Portfolio:0.1% ($399.9K/$420.8M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:6.1K

Value:$398.7K

% of Portfolio:0.1% ($398.7K/$420.8M)

Sony Group Corp

SONY|835699307

Shares:15.6K

Value:$396.2K

% of Portfolio:0.1% ($396.2K/$420.8M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.9K

Value:$388.8K

% of Portfolio:0.1% ($388.8K/$420.8M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:4.9K

Value:$381.8K

% of Portfolio:0.1% ($381.8K/$420.8M)

INTEL CORP

INTC|458140100

Shares:16.4K

Value:$372.9K

% of Portfolio:0.1% ($372.9K/$420.8M)

PPG INDUSTRIES INC

PPG|693506107

Shares:3.4K

Value:$372.0K

% of Portfolio:0.1% ($372.0K/$420.8M)

BIOGEN INC.

BIIB|09062X103

Shares:2.5K

Value:$347.6K

% of Portfolio:0.1% ($347.6K/$420.8M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.7K

Value:$335.7K

% of Portfolio:0.1% ($335.7K/$420.8M)

NOVO NORDISK A S

NVO|670100205

Shares:4.8K

Value:$334.8K

% of Portfolio:0.1% ($334.8K/$420.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	6.1K	QoQ +2.35% (-141) YoY NEW(+6.1K)	All Managers (Combined)	$551.1K	0.1% ($551.1K/$420.8M)	QoQ -7.65% (-$45.7K) YoY NEW(+$551.1K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.1K	QoQ +2.01% (+42) YoY NEW(+2.1K)	All Managers (Combined)	$491.3K	0.1% ($491.3K/$420.8M)	QoQ +17.06% (+$71.6K) YoY NEW(+$491.3K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	978	QoQ +0.10% (-1) YoY NEW(+978)	All Managers (Combined)	$473.6K	0.1% ($473.6K/$420.8M)	QoQ -8.94% (-$46.5K) YoY NEW(+$473.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	7.9K	QoQ +0.78% (+61) YoY NEW(+7.9K)	All Managers (Combined)	$472.7K	0.1% ($472.7K/$420.8M)	QoQ +15.67% (+$64.1K) YoY NEW(+$472.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	7.6K	QoQ -5.12% (-410) YoY NEW(+7.6K)	All Managers (Combined)	$468.6K	0.1% ($468.6K/$420.8M)	QoQ -1.09% (-$5.2K) YoY NEW(+$468.6K)
Medtronic plc(MDTcusipG5960L103)	5.1K	QoQ 0.00% (+0) YoY NEW(+5.1K)	All Managers (Combined)	$458.5K	0.1% ($458.5K/$420.8M)	QoQ +12.49% (+$50.9K) YoY NEW(+$458.5K)
PEPSICO INC(PEPcusip713448108)	3.0K	QoQ -3.54% (-112) YoY NEW(+3.0K)	All Managers (Combined)	$457.2K	0.1% ($457.2K/$420.8M)	QoQ -4.88% (-$23.5K) YoY NEW(+$457.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	857	QoQ 0.00% (+0) YoY NEW(+857)	All Managers (Combined)	$456.4K	0.1% ($456.4K/$420.8M)	QoQ +17.49% (+$68.0K) YoY NEW(+$456.4K)
AT&T INC.(Tcusip00206R102)	15.3K	QoQ -10.90% (-1.9K) YoY NEW(+15.3K)	All Managers (Combined)	$433.9K	0.1% ($433.9K/$420.8M)	QoQ +10.65% (-$41.8K) YoY NEW(+$433.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$413.2K	0.1% ($413.2K/$420.8M)	QoQ NEW(+$413.2K) YoY NEW(+$413.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.7K	QoQ -3.92% (-112) YoY NEW(+2.7K)	All Managers (Combined)	$399.9K	0.1% ($399.9K/$420.8M)	QoQ +0.33% (-$1.3K) YoY NEW(+$399.9K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	6.1K	QoQ -14.78% (-1.1K) YoY NEW(+6.1K)	All Managers (Combined)	$398.7K	0.1% ($398.7K/$420.8M)	QoQ -34.85% (-$213.3K) YoY NEW(+$398.7K)
Sony Group Corp(SONYcusip835699307)	15.6K	QoQ -0.15% (-25) YoY NEW(+15.6K)	All Managers (Combined)	$396.2K	0.1% ($396.2K/$420.8M)	QoQ +19.79% (-$65.5K) YoY NEW(+$396.2K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.9K	QoQ -10.74% (-354) YoY NEW(+2.9K)	All Managers (Combined)	$388.8K	0.1% ($388.8K/$420.8M)	QoQ +39.19% (-$109.5K) YoY NEW(+$388.8K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	4.9K	QoQ +0.14% (+7) YoY NEW(+4.9K)	All Managers (Combined)	$381.8K	0.1% ($381.8K/$420.8M)	QoQ +5.90% (+$21.3K) YoY NEW(+$381.8K)
INTEL CORP(INTCcusip458140100)	16.4K	QoQ -14.00% (-2.7K) YoY NEW(+16.4K)	All Managers (Combined)	$372.9K	0.1% ($372.9K/$420.8M)	QoQ -2.59% (-$9.9K) YoY NEW(+$372.9K)
PPG INDUSTRIES INC(PPGcusip693506107)	3.4K	QoQ -0.55% (-19) YoY NEW(+3.4K)	All Managers (Combined)	$372.0K	0.1% ($372.0K/$420.8M)	QoQ -8.96% (-$36.6K) YoY NEW(+$372.0K)
BIOGEN INC.(BIIBcusip09062X103)	2.5K	QoQ -0.78% (-20) YoY NEW(+2.5K)	All Managers (Combined)	$347.6K	0.1% ($347.6K/$420.8M)	QoQ -11.21% (-$43.9K) YoY NEW(+$347.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	4.7K	QoQ +4.80% (+217) YoY NEW(+4.7K)	All Managers (Combined)	$335.7K	0.1% ($335.7K/$420.8M)	QoQ +3.63% (+$11.8K) YoY NEW(+$335.7K)
NOVO NORDISK A S(NVOcusip670100205)	4.8K	QoQ +0.62% (-30) YoY NEW(+4.8K)	All Managers (Combined)	$334.8K	0.1% ($334.8K/$420.8M)	QoQ -18.76% (-$77.4K) YoY NEW(+$334.8K)