LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Q1 2021 Filing

Filed May 12, 2021

Portfolio Value

$2.0T

Holdings

82

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (82 positions)

#StockSharesValue% PortfolioType
1
BNDVanguard Total Bond Market ETF
1,950,000$165.2B8.45%
2
IYRiShares U.S. Real Estate ETF
1,586,100$145.8B7.46%
3
IEMGiShares Core MSCI Emerging Markets ETF
2,183,900$140.6B7.19%
4
XLUUtilities Select Sector SPDR Fund
1,945,200$124.6B6.37%
5
IVOOVanguard S&P Mid-Cap 400 ETF
610,000$107.6B5.50%
6
SPYSPDR S&P 500 ETF Trust
268,680$106.5B5.45%
7
IYZiShares US Telecommunications ETF
3,113,892$100.7B5.15%
8
SPTLSPDR Portfolio Long Term Treasury ETF
1,705,900$66.5B3.40%
9
VEAVanguard FTSE Developed Markets ETF
1,160,000$57.0B2.91%
10
VGLTVanguard Long-Term Treasury ETF
683,000$56.6B2.89%
11
MSFTMicrosoft Corp
167,926$39.6B2.02%
12
AAPLApple Inc
299,904$36.6B1.87%
13
TFCTruist Financial Corp
521,544$30.4B1.56%
14
AMZNAmazon.com Inc
8,762$27.1B1.39%
15
VGKVanguard FTSE Europe ETF
417,400$26.3B1.34%
16
EWCiShares MSCI Canada ETF
695,200$23.7B1.21%
17
GOOGLAlphabet Inc
10,946$22.6B1.15%
18
IJHiShares Core S&P Mid-Cap ETF
81,000$21.1B1.08%
19
CSCOCisco Systems Inc
403,026$20.8B1.07%
20
VVisa Inc
98,023$20.8B1.06%
21
EWJiShares MSCI Japan ETF
293,700$20.1B1.03%
22
MAMastercard Inc
56,322$20.1B1.03%
23
CSXCSX Corp
204,140$19.7B1.01%
24
FITBFifth Third Bancorp
524,930$19.7B1.01%
25
EEMiShares MSCI Emerging Markets ETF
337,000$18.0B0.92%
26
LINLinde PLC
63,170$17.7B0.91%
27
ORealty Income Corp
277,550$17.6B0.90%
28
RPGInvesco S&P 500 Pure Growth ETF
107,200$17.6B0.90%
29
DISWalt Disney Co/The
95,241$17.6B0.90%
30
RPVInvesco S&P 500 Pure Value ETF
234,000$17.3B0.89%
31
WFCWells Fargo & Co
440,120$17.2B0.88%
32
NNNNational Retail Properties Inc
378,490$16.7B0.85%
33
CBChubb Ltd
104,928$16.6B0.85%
34
PGProcter & Gamble Co/The
121,072$16.4B0.84%
35
UNHUnitedHealth Group Inc
43,587$16.2B0.83%
36
CATCaterpillar Inc
69,916$16.2B0.83%
37
BSXBoston Scientific Corp
388,782$15.0B0.77%
38
CMCSAComcast Corp
275,397$14.9B0.76%
39
BACVerizon Communications Inc
246,460$14.3B0.73%
40
WMTWalmart Inc
102,240$13.9B0.71%
41
VTWOVanguard Russell 2000 ETF
77,000$13.7B0.70%
42
TMOThermo Fisher Scientific Inc
29,722$13.6B0.69%
43
EWEdwards Lifesciences Corp
157,196$13.1B0.67%
44
ORCLOracle Corp
178,307$12.5B0.64%
45
JPMJPMorgan Chase & Co
79,762$12.1B0.62%
46
MARMarriott International Inc/MD
79,550$11.8B0.60%
47
XOMExxon Mobil Corp
206,863$11.5B0.59%
48
DUKDuke Energy Corp
113,710$11.0B0.56%
49
PEPPepsiCo Inc
73,750$10.4B0.53%
50
XLIIndustrial Select Sector SPDR Fund
105,800$10.4B0.53%
51
IWMiShares Russell 2000 ETF
44,700$9.9B0.51%
52
AQLTiShares Core MSCI EAFE ETF
135,000$9.7B0.50%
53
DDominion Energy Inc
127,910$9.7B0.50%
54
ABBVAbbVie Inc
89,140$9.6B0.49%
55
METAFacebook Inc
30,925$9.1B0.47%
56
NKENIKE Inc
65,512$8.7B0.45%
57
CVXChevron Corp
79,345$8.3B0.43%
58
ELVAnthem Inc
23,100$8.3B0.42%
59
AGGiShares Core U.S. Aggregate Bond ETF
65,000$7.4B0.38%
60
MMM3M Co
38,290$7.4B0.38%
61
VOOVanguard S&P 500 ETF
18,000$6.6B0.34%
62
NVDANVIDIA Corp
10,670$5.7B0.29%
63
VCLTVanguard Long-Term Corporate Bond ETF
55,000$5.6B0.28%
64
TFXTeleflex Inc
11,640$4.8B0.25%
65
UPSUnited Parcel Service Inc
28,366$4.8B0.25%
66
DBCInvesco DB Commodity Index Tracking Fund
255,000$4.2B0.22%
67
ADBEAdobe Systems Inc
8,169$3.9B0.20%
68
TXNTexas Instruments Inc
20,050$3.8B0.19%
69
AVGOBroadcom Inc
7,810$3.6B0.19%
70
CRMsalesforce.com Inc
16,226$3.4B0.18%
71
HONHoneywell International Inc
11,560$2.5B0.13%
72
ELSEquity LifeStyle Properties Inc
35,000$2.2B0.11%
73
VENVentas Inc
40,000$2.1B0.11%
74
SPGSimon Property Group Inc
15,000$1.7B0.09%
75
EQIXEquinix Inc
2,500$1.7B0.09%
76
FQIDigital Realty Trust Inc
10,000$1.4B0.07%
77
8CWCrown Castle International Corp
8,000$1.4B0.07%
78
AMTAmerican Tower Corp
5,500$1.3B0.07%
79
ACCUSDAmerican Campus Communities Inc
30,000$1.3B0.07%
80
CPTCamden Property Trust
10,000$1.1B0.06%
81
PLDPrologis Inc
5,000$530.0M0.03%
82
PSAPublic Storage
2,000$493.0M0.03%