SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Moloney Securities Asset Management, LLC

CIK 0001697934 · 13537 BARRETT PARKWAY DRIVE, SUITE 300, MANCHESTER, MO, 63021 · (314) 909-0600

Reported Value
$379M
Q3 2020
Positions
332
Filings on Record
28
2019–present window
Filed
Oct 20, 2020
original filing

Summary

Moloney Securities Asset Management, Llc reported $379M in U.S.-listed holdings across 332 positions for Q3 2020.

Its largest position, AAPL, represents 4.2% of the portfolio.

Compared with Q2 2020, the fund opened 49 new positions and exited 28.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $244MQ4 ’18Q1 ’19: $289MQ2 ’19: $300MQ3 ’19: $299MQ4 ’19: $324MQ4 ’19Q1 ’20: $279MQ2 ’20: $344MQ3 ’20: $379MQ4 ’20: $451MQ4 ’20Q1 ’21: $508MQ2 ’21: $549MQ3 ’21: $550MQ4 ’21: $589MQ4 ’21Q1 ’22: $515MQ2 ’22: $427MQ3 ’22: $413MQ4 ’22: $453.0BQ4 ’22Q1 ’23: $537MQ2 ’23: $566MQ3 ’23: $555MQ4 ’23: $630MQ4 ’23Q1 ’24: $664MQ2 ’24: $692MQ3 ’24: $746MQ4 ’24: $745MQ4 ’24Q1 ’25: $739MQ2 ’25: $809MQ3 ’25: $840Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$840M497Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$809M503Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$739M492Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$745M477Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$746M491Oct 30, 202413F-HRchanges · EDGAR ↗
Q2 2024$692M477Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$664M466May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$630M458Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$555M439Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$566M432Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$537M436May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$453.0B410Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$413M391Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$427M382Aug 3, 202213F-HRchanges · EDGAR ↗
Q1 2022$515M421May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$589M450Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$550M439Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$549M436Jul 26, 202113F-HRchanges · EDGAR ↗
Q1 2021$508M408Apr 28, 202113F-HRchanges · EDGAR ↗
Q4 2020$451M389Feb 8, 202113F-HRchanges · EDGAR ↗
Q3 2020$379M332Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$344M311Jul 31, 202013F-HRchanges · EDGAR ↗
Q1 2020$279M289May 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$324M352Feb 6, 202013F-HRchanges · EDGAR ↗
Q3 2019$299M336Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$300M328Jul 29, 201913F-HRchanges · EDGAR ↗
Q1 2019$289M308May 3, 201913F-HRchanges · EDGAR ↗
Q4 2018$244M292Feb 11, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.