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WALLINGTON ASSET MANAGEMENT, LLC 13F portfolio summary

WALLINGTON ASSET MANAGEMENT, LLC of WALLINGTON ASSET MANAGEMENT, LLC has 59 current stock holdings with a reported portfolio value of $752.3M. The portfolio 1 year return is +19.46%. Top holdings include VCSH (0.00%), VEA (10.69%), LIN (4.67%), TJX (4.54%), AAPL (4.32%).

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WALLINGTON ASSET MANAGEMENT, LLC

WALLINGTON ASSET MANAGEMENT, LLC
Latest filing: 2026-03-31

WALLINGTON ASSET MANAGEMENT, LLC runs WALLINGTON ASSET MANAGEMENT, LLC and currently holds 59 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $752.33M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WALLINGTON ASSET MANAGEMENT, LLC ranks #852 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WALLINGTON ASSET MANAGEMENT, LLC's portfolio at WALLINGTON ASSET MANAGEMENT, LLC has delivered returns of +19.46%. Their 3-year annualized return is +52.85%. Looking at the 5-year horizon, WALLINGTON ASSET MANAGEMENT, LLC has achieved +51.72% annualized returns at WALLINGTON ASSET MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.46%
#668/1000
3 Year
+52.85%
#784/1000
5 Year
+51.72%
#814/1000

Portfolio Value

$752.33M

Alpha Score

40.6

#852 of 1000

Holdings

59

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change