IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Squar Milner Financial Services LLC

Q1 2020 Holdings

Filed 2020-04-22 | 829 holdings | $5.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Allegion PLC ORD SHS(ALLE)StockG0176J109$737950.0%
Cigna Corp New COM(CI)Stock125523100$744190.0%
Marathon Pete Corp COM(MPC)Stock56585A102$753,1780.0%
Jazz Pharmaceuticals PLC SHS USD(JAZZ)StockG50871105$767650.0%
Fiserv Inc COM(FISV)Stock337738108$768010.0%
Raymond James Finl Inc COM(RJF)Stock754730109$771,2190.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$774940.0%
Genpact Limited SHS(G)StockG3922B107$772,6460.0%
HD Supply Hldgs Inc COMStock40416M105$782,7630.0%
Lennox Intl Inc COM(LII)Stock526107107$784340.0%
Teleflex Incorporated COM(TFX)Stock879369106$782690.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$805090.0%
Alcon AG ORD SHS(ALC)StockH01301128$801,5840.0%
Burlington Stores Inc COM(BURL)Stock122017106$805110.0%
First REP BK SAN Francisco CAL COM(FRCB)Stock33616C100$819940.0%
Huntsman Corp COM(HUN)Stock447011107$815,6660.0%
Vanguard Small-Cap Index Fund(VB)ETF922908751$817040.0%
Unilever N V N Y SHS New(UNUSD)ADR904784709$821,6920.0%
Vanguard Total Bond Market Index Fund(BND)ETF921937835$839800.0%
LAM Research Corp COM(LRCXEUR)Stock512807108$833490.0%
Sony Corp Sponsored ADR(SONY)ADR835699307$831,4140.0%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$838070.0%
Copart Inc COM(CPRT)Stock217204106$831,2140.0%
Cabot Oil & Gas Corp COM(CTRA)Stock127097103$844,9090.0%
Phillips 66 COM(PSX)Stock718546104$841,5750.0%
Ishares Msci Eafe Value ETF(EFV)ETF464288877$842,3650.0%
Invesco Bulletshares 2022 Corporate Bond ETF(BSCMUSD)ETF46138J882$854,0600.0%
Etsy Inc COM(ETSY)Stock29786A106$852,2290.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$869070.0%
Ecolab Inc COM(ECL)Stock278865100$885700.0%
Ishares Iboxx USD High Yield Corporate Bond ETF(HYG)ETF464288513$891,1590.0%
Teledyne Technologies Inc COM(TDY)Stock879360105$893020.0%
Zebra Technologies Corporation CL A(ZBRA)Stock989207105$894900.0%
Cooper COS Inc COM NewStock216648402$893260.0%
Allergan PLC SHSStockG0177J108$905100.0%
Wisdomtree U.S. Largecap Dividend Fund(DLN)ETF97717W307$901,1200.0%
Diodes Inc COM(DIOD)Stock254543101$902,2290.0%
Idex Corp COM(IEX)Stock45167R104$916590.0%
Skyworks Solutions Inc COM(SWKS)Stock83088M102$911,0280.0%
Sherwin Williams Co COM(SHW)Stock824348106$932030.0%
Spdr S&P International Small Cap ETF(GWX)ETF78463X871$934,0880.0%
Kansas City Southern COM NewStock485170302$937390.0%
Ralph Lauren Corp CL A(RL)Stock751212101$941,4160.0%
Keysight Technologies Inc COM(KEYS)Stock49338L103$941,1250.0%
Heico Corp New CL A(HEI/A)Stock422806208$951,5020.0%
Mettler Toledo International COM(MTD)Stock592688105$961400.0%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$967340.0%
Shares Edge Msci USA Value Factor ETF(VLUE)ETF46432F388$961,5300.0%
Consumer Staples Select Sector Spdr Fund(XLP)ETF81369Y308$971,7930.0%
Sempra Energy COM(SRE)Stock816851109$978610.0%
PreviousPage 11 of 17Next