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John C. Swhear

@Wallington Asset Management, Llc

Latest period2024 - Q4ReportedManaged Assets$691.968MTotal holdings94
Assets growth rate-3.57%Assets growth rate (2-Q avg)3.07%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wallington Asset Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Wallington Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 691.968M in assets, with a quarterly growth rate of -3.57% and a 2-quarter average growth rate of 3.07%. The portfolio is managed by John C. Swhear, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LINLinde Plc
Recent Activity
Increased 1.11%
4.34%
$29.973M
71,590 shares@ $418.68 avg price
VVisa Inc. Class A
Recent Activity
Increased 1.26%
3.76%
$26.004M
82,280 shares@ $316.05 avg price
WRBW.r. Berkley Corp.
Recent Activity
Increased 0.22%
3.39%
$23.395M
399,782 shares@ $58.52 avg price
AMZNAmazon.com Inc.
Recent Activity
Increased 0.27%
2.94%
$20.322M
92,631 shares@ $219.39 avg price
METAMeta Platforms Inc.
Recent Activity
Increased 1.39%
2.75%
$18.975M
32,407 shares@ $585.53 avg price
UNPUnion Pacific Corp.
Recent Activity
Increased 1.69%
2.57%
$17.731M
77,754 shares@ $228.04 avg price
GOOGAlphabet Inc. Class C
Recent Activity
Increased 0.91%
2.31%
$15.95M
83,756 shares@ $190.44 avg price
MDTMedtronic Plc
Recent Activity
Increased 0.74%
2.25%
$15.54M
194,542 shares@ $79.88 avg price
PANWPalo Alto Networks Inc.
Recent Activity
Increased 103.07%
2.14%
$14.759M
81,112 shares@ $181.96 avg price
AVUVAvantis U.s. Small-cap Value E
Recent Activity
Increased 0.97%
2.11%
$14.587M
151,114 shares@ $96.53 avg price