HolderBook

ERN LLC

Reported holdings as of Q2 2022, from 1 quarterly filings.

This filer last reported in Q2 2022; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1929660
Reported value
$89.5M
Positions
66
Top 10 weight
40.6%
Filed
2022-07-13
Days after quarter end
13

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLE INCAAPL$7.0M51,5007.87%-newFIRST
PROCTER & GAMBLE COPG$4.7M32,5005.22%-newFIRST
MERCK & CO INCMRK$4.1M45,0004.59%-newFIRST
PEPSICO INCPEP$3.8M23,0004.28%-newFIRST
CHURCH & DWIGHT CO INCCHD$3.4M37,0003.83%-newFIRST
BERKSHIRE HATHAWAY INC DELBRKB$3.0M10,9153.33%-newFIRST
PAYCHEX INCPAYX$2.8M25,0003.18%-newFIRST
ABBVIE INCABBV$2.5M16,5812.84%-newFIRST
JOHNSON & JOHNSONJNJ$2.5M13,9072.76%-newFIRST
AUTOMATIC DATA PROCESSING INADP$2.4M11,5002.70%-newFIRST
NORFOLK SOUTHN CORPNSC$2.3M10,0002.54%-newFIRST
3M COMMM$2.2M17,0002.46%-newFIRST
WD 40 COWDFC$2.0M10,0002.25%-newFIRST
DOVER CORPDOV$2.0M16,4292.23%-newFIRST
PFIZER INCPFE$1.8M35,0002.05%-newFIRST
MICROSOFT CORPMSFT$1.8M7,0002.01%-newFIRST
PRICE T ROWE GROUP INCTROW$1.8M15,5001.97%-newFIRST
WASTE MGMT INC DELWM$1.8M11,5001.97%-newFIRST
BALL CORPBALL$1.6M24,0001.84%-newFIRST
ALPHABET INCGOOG$1.5M7001.71%-newFIRST
HOME DEPOT INCHD$1.5M5,5501.70%-newFIRST
CATERPILLAR INCCAT$1.5M8,5001.70%-newFIRST
INTEL CORPINTC$1.5M40,0001.67%-newFIRST
S&P GLOBAL INCSPGI$1.5M4,3441.64%-newFIRST
INTERNATIONAL BUSINESS MACHSIBM$1.4M10,0001.58%-newFIRST
ABBOTT LABORATORIESABT$1.4M12,9811.58%-newFIRST
CORNING INCGLW$1.4M44,0001.55%-newFIRST
CORTEVA INCCTVA$1.3M23,6411.43%-newFIRST
SYSCO CORPSYY$1.3M15,0001.42%-newFIRST
DOW HLDGS INCDOW$1.2M23,6411.36%-newFIRST
DUPONT DE NEMOURS INCDD$1.2M21,8021.35%-newFIRST
AMERICAN EXPRESS COAXP$1.2M8,4221.30%-newFIRST
CISCO SYS INCCSCO$1.1M25,0001.19%-newFIRST
CVS HEALTH CORPCVS$971.0K10,4751.09%-newFIRST
JPMORGAN CHASE & COJPM$957.0K8,5001.07%-newFIRST
ISHARES TRIXUS$912.0K16,0001.02%-newFIRST
AMAZON COM INCAMZN$903.0K8,5001.01%-newFIRST
VERIZON COMMUNICATIONS INCVZ$888.0K17,5000.99%-newFIRST
ISHARES TRIJR$832.0K9,0000.93%-newFIRST
ANALOG DEVICES INCADI$774.0K5,3000.86%-newFIRST
GE AEROSPACEGE$696.0K10,9370.78%-newFIRST
EMERSON ELEC COEMR$676.0K8,4970.76%-newFIRST
CHEVRON CORPORATIONCVX$673.0K4,6450.75%-newFIRST
MASTERCARD INCORPORATEDMA$631.0K2,0000.71%-newFIRST
VANGUARD INDEX FDSVBK$591.0K3,0000.66%-newFIRST
CUMMINS INCCMI$581.0K3,0000.65%-newFIRST
TRUIST FINL CORPTFC$570.0K12,0150.64%-newFIRST
ACCENTURE PLC IRELANDACN$555.0K2,0000.62%-newFIRST
ISHARES TRICLN$476.0K25,0000.53%-newFIRST
BANK OF AMER CORPBAC$467.0K15,0000.52%-newFIRST
UNITED PARCEL SVCS INCUPS$456.0K2,5000.51%-newFIRST
COMCAST CORP NEWCMCSA$392.0K10,0000.44%-newFIRST
MORGAN STANLEYMS$380.0K5,0000.42%-newFIRST
CONOCOPHILLIPSCOP$359.0K4,0000.40%-newFIRST
ORACLE CORPORCL$349.0K5,0000.39%-newFIRST
COCA COLA COKO$315.0K5,0000.35%-newFIRST
ALIBABA GROUP HLDG LTDBABA$313.0K2,7500.35%-newFIRST
PHILLIPS 66PSX$307.0K3,7500.34%-newFIRST
NIKE INCNKE$256.0K2,5000.29%-newFIRST
QUALCOMM INCQCOM$255.0K2,0000.28%-newFIRST
BROADCOM INCAVGO$243.0K5000.27%-newFIRST
FORTUNE BRANDS INNOVATIONS IFBIN$240.0K4,0000.27%-newFIRST
DISNEY WALT CODIS$236.0K2,5000.26%-newFIRST
CHEMOURS COCC$224.0K7,0000.25%-newFIRST
MEDTRONIC PLCMDT$224.0K2,5000.25%-newFIRST
ZIMMER BIOMET HOLDINGS INCZBH$210.0K2,0000.23%-newFIRST

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Chemicals 14.6%Biotech & Pharma 13.8%Computer Hardware 10.6%Software & IT Services 6.8%Business Services 6.5%Industrials 6.4%Food, Drink & Tobacco 4.6%Semiconductors & Electronics 4.6%Banks & Lending 3.5%Insurance 3.3%Transport & Logistics 3.0%Medical Devices 2.9%Other sectors 16.0%Not classified 3.1%
 
SectorValueShare
Chemicals$13.0M14.6%
Biotech & Pharma$12.4M13.8%
Computer Hardware$9.5M10.6%
Software & IT Services$6.1M6.8%
Business Services$5.8M6.5%
Industrials$5.7M6.4%
Food, Drink & Tobacco$4.1M4.6%
Semiconductors & Electronics$4.1M4.6%
Banks & Lending$3.2M3.5%
Insurance$3.0M3.3%
Transport & Logistics$2.7M3.0%
Medical Devices$2.6M2.9%
Other sectors$14.3M16.0%
Not classified$2.8M3.1%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2022$89.5M66000040.6%13

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.