Pollock-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  null,
  "EXPD",
  "SMRT",
  "MCD",
  "IJH",
  "MMC",
  "MA",
  "MSFT",
  "ORLY",
  "HSY",
  "IJR",
  "PEP",
  "AAPL",
  "ECL",
  "LMT",
  "PG",
  "MKC",
  "ROST",
  "SYK",
  "TJX",
  "MNST",
  "TSCO",
  "WEC",
  "AMZN",
  "V",
  "WMT",
  "WCC",
  "WDAY",
  "GWW",
  null,
  "KMB",
  "BRK-B",
  "BDX",
  "BA",
  "CSCO",
  "CME",
  "COST",
  "DFAC",
  "NKE",
  "MDY",
  "GOOG",
  "JNJ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 43
Total Value: 123687405
Accession Number: 0002049804-25-000002
Form Type: 13F-HR
CIK: pollock-investment-advisors
Manager Name: Pollock-Investment-Advisors

Data Enrichment

95% identified

41 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

43 positions • $123.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 3

Sort by:

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:900

Value:$219.6K

% of Portfolio:0.2% ($219.6K/$123.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.5K

Value:$214.2K

% of Portfolio:0.2% ($214.2K/$123.7M)

SmartRent, Inc.

SMRT|83193G107

Shares:10.9K

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$123.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	900	QoQ NEW(+900) YoY-	All Managers (Combined)	$219.6K	0.2% ($219.6K/$123.7M)	QoQ NEW(+$219.6K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$214.2K	0.2% ($214.2K/$123.7M)	QoQ +4.23% (+$8.7K) YoY-
SmartRent, Inc.(SMRTcusip83193G107)	10.9K	QoQ -81.33% (-47.4K) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$123.7M)	QoQ -87.09% (-$88.9K) YoY-