Value Investor WatchCheck out our flagship site, Rocket Financial
Give us feedback!

Home > Muhlenkamp & Company
Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
SCHLUMBERGER LIMITED/NV SLBCommon314,208-29416,797,560,00016,786,269,00012/31/2022
EQT Corp EQTCOM445,841-45115,082,801,00015,064,615,00012/31/2022
OCCIDENTAL PETROLEUM CORP /DE/ OXYCommon232,926-23714,672,009,00014,657,681,00012/31/2022
MCKESSON CORP MCKCommon38,2494014,347,965,00014,334,979,00012/31/2022
PROSHARES TR MSCI EAFE DIVD PSQCommon904,875904,87513,319,760,00013,319,760,00012/31/2022
UNITEDHEALTH GROUP INC UNHCommon24,7551913,124,606,00013,112,113,00012/31/2022
RUSH ENTERPRISES INC \TX\ RUSHACommon240,406012,568,426,00012,557,882,00012/31/2022
BERKSHIRE HATHAWAY INC BRK/BCommon37,4303611,562,127,00011,552,142,00012/31/2022
DOW CHEMICAL CO /DE/ DOWCOM217,958-19910,982,904,00010,973,320,00012/31/2022
MASTEC INC MTZCommon128,217-12410,940,757,00010,932,607,00012/31/2022
ALPS ETF Trust AMLPCommon284,31726010,823,948,00010,813,563,00012/31/2022
KIRBY CORP KEXCommon164,395-15410,578,818,00010,568,818,00012/31/2022
CVS HEALTH Corp CVSCommon110,12312210,262,362,00010,251,871,00012/31/2022
BRISTOL MYERS SQUIBB CO BMYCommon128,9501979,277,953,0009,268,800,00012/31/2022
Broadcom Ltd AVGOCOM16,080-168,990,810,0008,983,663,00012/31/2022
MICROCHIP TECHNOLOGY INC MCHPCommon112,024-1127,869,686,0007,862,842,00012/31/2022
MICROSOFT CORP MSFTCommon31,264-217,497,632,0007,490,346,00012/31/2022
Apple Inc. AAPLCommon55,266-567,180,711,0007,173,065,00012/31/2022
NMI Holdings, Inc. NMIHCommon293,384-1966,131,726,0006,125,746,00012/31/2022
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP WABCommon55,433-335,532,768,0005,528,256,00012/31/2022
ROYAL GOLD INC RGLDCOM STK46,932775,290,175,0005,285,779,00012/31/2022
FRANCO NEVADA Corp FNVCOM38,385715,238,785,0005,234,207,00012/31/2022
CAMECO CORP CCJCommon161,964-1593,671,724,0003,667,426,00012/31/2022
SPDR GOLD TRUST GLDGOLD SHS18,432-533,126,804,0003,123,945,00012/31/2022
ENTERPRISE PRODUCTS PARTNERS L.P. EPDCommon24,8550599,503,000598,912,00012/31/2022
RUSH ENTERPRISES INC \TX\ RUSHBCommon6,255-252351,969,000351,657,00012/31/2022
EXXON MOBIL CORP XOMCommon1,952-5,753215,306,000214,781,00012/31/2022
TENNECO INC TENCommon0-475,1140-8,262,00012/31/2022
Direxion Shares ETF Trust YANGCommon0-652,9210-11,674,00012/31/2022
Rocket Data Systems © 2016