What do AT&T (T), Apple (AAPL), American Express (AXP), and AFLAC (AFL) have in common? They are all stocks which Goldman Sachs (GS) has a 100 million dollar plus stake in that are listed on Goldman’s 13F-HR filing.
One filter investors may wish to consider when picking stocks is examining the 13F-HR Filings of major brokerage houses. These filings list the quarterly positions of major institutions. Goldman Sachs’ 13 F-HR contains literally hundreds of stocks. Below is a chart of Goldman holdings that may be of interest to long-term investors wishing to set up a retirement portfolio. For the purpose of this example, only stocks beginning with the letter A were examined. One may find any give institution’s 13 F-HR by entering the company’s name and “13 F-HR” in a Google search box.
Although there are literally hundreds of ways to slice and dice such a large universe of stocks, the simple criteria for the list below includes the following:
- Goldman Sachs’ vested interest of $100 million plus
- Dividend Payer or high growth potential
- Goldman has a Put/Call Option spread in place to hedge their positions which indicates to some degree the importance of the position to their portfolio.
Goldman | Est. 5 YR | |||||
Estimated | Annual | Div. | 52 Wk | 52 Wk | ||
Holdings $ | Stock | Ticker | Growth | & Yield | Low | High |
2700 Million | Apple | 19.28% | N/A | 310.50 | 426.70 | |
800 Million | AT & T | 2.91% | 5.90% | 27.20 | 31.94 | |
600 Million | American Tower Corporation | 21.89% | N/A | 45.85 | 59.68 | |
500 Million | American Express Corporation | 12% | 1.50% | 41.25 | 53.80 | |
500 Million | Altria | 8.03% | 5.70% | 23.20 | 28.83 | |
360 Million | AVON Products | 7.38% | 5.40% | 16.09 | 31.60 | |
280 Million | Avalon Bay Communities, Inc. | 13.78% | 2.90% | 107.32 | 126.36 | |
200 Million | Aetna Inc | 10.44% | 1.70% | 29.94 | 46.01 | |
181 Million | Allstate | 10% | 3.10% | 22.27 | 27.03 | |
141 Million | Alexandria Real Estate Equities | 8.55% | 2.90% | 56.10 | 67.99 | |
122 Million | Agnico-Eagle Mines | 7.40% | 1.40% | 40.39 | 84.60 | |
110 Million | AFLAC | 10.93% | 2.90% | 31.25 | 59.54 |
This is a list of solid companies. Not bad for just the letter A from Goldman Sachs’ universe of stocks. Novice investors may wish to take note that most of the stocks listed have a minimum price per share of $20.00 with the exception of Avon. There are no stocks on the list for $5.00 or less. This may seem meaningless, but veteran investors would most likely agree that most actively traded stocks are priced above $20.00 per share.
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
