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WALLINGTON ASSET MANAGEMENT, LLC
WALLINGTON ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30
WALLINGTON ASSET MANAGEMENT, LLC runs WALLINGTON ASSET MANAGEMENT, LLC and currently holds 61 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $813.93M. Their top holdings are VEA, MU, GOOG, AAPL, LIN. The top five represent 30.7% of reported portfolio weight. WALLINGTON ASSET MANAGEMENT, LLC ranks #558 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WALLINGTON ASSET MANAGEMENT, LLC initiated 1 new position. They added to 14 existing positions. They trimmed 35 positions. Their current best-performing preview position is MU with returns of +241.67%.
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61 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VEA Vanguard FTSE Developed Market ETF | 10.93% | $48.87 | $73.43 | +50.26% | Trimmed -0.32% |
 MU Micron Technology Inc. | 6.14% | $148.16 | $966.78 | +552.52% | Trimmed -32.41% |
 GOOG Alphabet Inc. Class C | 4.62% | $104.40 | $341.75 | +227.35% | Trimmed -0.17% |
 AAPL Apple Inc. | 4.54% | $50.80 | $309.35 | +508.96% | Trimmed -0.07% |
 LIN Linde PLC | 4.51% | $363.82 | $487.57 | +34.01% | Trimmed -0.05% |
 TJX TJX Companies Inc. | 3.96% | $41.15 | $140.50 | +241.43% | Trimmed -0.39% |
 MSFT Microsoft Corp. | 3.70% | $70.82 | $483.24 | +582.35% | Trimmed -0.85% |
 GS Goldman Sachs Group Inc. | 3.61% | $175.70 | $1,039.41 | +491.58% | Trimmed -0.09% |
 PANW Palo Alto Networks Inc. | 3.59% | $96.82 | $358.04 | +269.80% | Added +0.01% |
 CMI Cummins Inc. | 3.01% | $274.71 | $587.51 | +113.87% | Trimmed -0.01% |
Showing 1-10 of 61