LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Q2 2020 Filing

Filed July 31, 2020

Portfolio Value

$1.5T

Holdings

64

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (64 positions)

#StockSharesValue% PortfolioType
1
IYRiShares U.S. Real Estate ETF
1,958,200$154.3B10.19%
2
AGGiShares Core U.S. Aggregate Bond ETF
1,235,000$146.0B9.64%
3
XLUUtilities Select Sector SPDR Fund
1,924,000$108.6B7.17%
4
VOOVanguard S&P 500 ETF
367,000$104.0B6.87%
5
SPTLSPDR Portfolio Long Term Treasury ETF
1,895,000$88.9B5.87%
6
IEMGiShares Core MSCI Emerging Markets ETF
1,840,000$87.6B5.79%
7
VXFVanguard Extended Market ETF
723,000$85.6B5.65%
8
IYZiShares US Telecommunications ETF
2,988,892$82.4B5.44%
9
VEAVanguard FTSE Developed Markets ETF
1,160,000$45.0B2.97%
10
MSFTMicrosoft Corp
196,656$40.0B2.64%
11
AAPLApple Inc
94,886$34.6B2.29%
12
AMZNAmazon.com Inc
11,092$30.6B2.02%
13
GOOGLAlphabet Inc
16,991$24.1B1.59%
14
TFCTruist Financial Corp
620,734$23.3B1.54%
15
PGProcter & Gamble Co/The
180,742$21.6B1.43%
16
IWDiShares Russell 1000 Value ETF
155,000$17.5B1.15%
17
NDAQNasdaq Inc
144,780$17.3B1.14%
18
BSXBoston Scientific Corp
455,052$16.0B1.06%
19
METAFacebook Inc
69,585$15.8B1.04%
20
WMTWalmart Inc
124,722$14.9B0.99%
21
LINLinde PLC
69,500$14.7B0.97%
22
UNHUnitedHealth Group Inc
48,737$14.4B0.95%
23
VVisa Inc
72,013$13.9B0.92%
24
EEMiShares MSCI Emerging Markets ETF
337,000$13.5B0.89%
25
TMOThermo Fisher Scientific Inc
36,352$13.2B0.87%
26
AQLTiShares Core MSCI EAFE ETF
230,000$13.1B0.87%
27
CMECME Group Inc
79,618$12.9B0.85%
28
HONHoneywell International Inc
88,850$12.8B0.85%
29
EWEdwards Lifesciences Corp
185,616$12.8B0.85%
30
MAMastercard Inc
41,192$12.2B0.80%
31
HDHome Depot Inc/The
46,609$11.7B0.77%
32
PEPPepsiCo Inc
87,500$11.6B0.76%
33
CSXCSX Corp
147,550$10.3B0.68%
34
CATCaterpillar Inc
78,056$9.9B0.65%
35
ABBVAbbVie Inc
96,400$9.5B0.63%
36
CRMsalesforce.com Inc
49,856$9.3B0.62%
37
8CWCrown Castle International Corp
53,240$8.9B0.59%
38
AMTAmerican Tower Corp
33,690$8.7B0.58%
39
XOMExxon Mobil Corp
189,723$8.5B0.56%
40
JPMJPMorgan Chase & Co
85,452$8.0B0.53%
41
DDominion Energy Inc
96,000$7.8B0.51%
42
CVXChevron Corp
86,365$7.7B0.51%
43
UPSUnited Parcel Service Inc
68,126$7.6B0.50%
44
DUKDuke Energy Corp
91,200$7.3B0.48%
45
AMATApplied Materials Inc
120,121$7.3B0.48%
46
DISWalt Disney Co/The
64,781$7.2B0.48%
47
NEENextEra Energy Inc
29,000$7.0B0.46%
48
BACVerizon Communications Inc
126,200$7.0B0.46%
49
CMCSAComcast Corp
167,787$6.5B0.43%
50
INTCIntel Corp
106,049$6.3B0.42%
51
RACEFerrari NV
36,800$6.3B0.41%
52
BACBank of America Corp
244,925$5.8B0.38%
53
GNRCGenerac Holdings Inc
40,000$4.9B0.32%
54
ALSAllstate Corp/The
49,987$4.8B0.32%
55
ORCLOracle Corp
86,787$4.8B0.32%
56
ADBEAdobe Systems Inc
10,754$4.7B0.31%
57
PHParker-Hannifin Corp
23,005$4.2B0.28%
58
CBChubb Ltd
33,178$4.2B0.28%
59
CSCOCisco Systems Inc
83,496$3.9B0.26%
60
DBCInvesco DB Commodity Index Tracking Fund
255,000$3.1B0.21%
61
NKENIKE Inc
29,912$2.9B0.19%
62
EWCiShares MSCI Canada ETF
70,000$1.8B0.12%
63
VTWOVanguard Russell 2000 ETF
12,000$1.4B0.09%
64
IWMiShares Russell 2000 ETF
9,000$1.3B0.09%