NEEDELMAN ASSET MANAGEMENT INC
111 PACIFICA STE 140, IRVINE, California, 92618, (949) 453-1333
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 41 |
| New Positions | 3 |
| Increased Positions | 8 |
| Decreased Positions | 10 |
| Positions with Activity | 18 |
| Sold Out Positions | 0 |
| Total Mkt Value (in $ millions) |
29 |
Sector Weighting
| Basic Materials | 1.19% |
| Capital Goods | 2.29% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | 14.5% |
| Energy | 2.53% |
| Financial | 26.14% |
| Healthcare | 16.38% |
| Services | 11.86% |
| Technology | 18.74% |
| Transportation | |
| Utilities | 6.37% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
41 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 1,047 | New | 12,230 | |
| BANK OF AMERICA CORPORATION | COM | 1,026 | 1,026 | New | 77,695 |
| HONEYWELL INTL INC | COM | 1,022 | -3 | (0.31) | 12,820 |
| JPMORGAN CHASE & CO | COM | 978 | New | 18,153 | |
| PROCTER & GAMBLE CO | COM | 940 | 120 | 14.64 | 11,906 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 934 | New | 8,125 | |
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | 908 | 124 | 15.84 | 31,785 |
| YUM BRANDS INC | COM | 898 | 144 | 19.14 | 12,545 |
| UNITEDHEALTH GROUP INC | COM | 880 | New | 13,665 | |
| APPLE INC | COM | 874 | 874 | New | 2,023 |
| DIAGEO P L C | SPON ADR NEW | 873 | -9 | (1.01) | 7,339 |
| AON PLC | SHS CL A | 837 | New | 12,805 | |
| CHUBB CORP | COM | 823 | New | 9,420 | |
| KIMBERLY CLARK CORP | COM | 810 | -47 | (5.52) | 8,133 |
| INTEL CORP | COM | 806 | New | 32,122 | |
| QUALCOMM INC | COM | 804 | 100 | 14.19 | 12,960 |
| PFIZER INC | COM | 776 | -1 | (0.19) | 26,604 |
| TEVA PHARMACEUTICAL INDS LTD | ADR | 753 | 127 | 20.34 | 19,140 |
| VERIZON COMMUNICATIONS INC | COM | 740 | -8 | (1.02) | 14,600 |
| CHEVRON CORP NEW | COM | 739 | New | 6,100 |
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