WHEATLAND ADVISORS INC

CIK

1603470

Location

Lancaster, PA

Portfolio Value

Micro $5,627,541

Diversification

Diversified

Filing Date

Global Rank

#4,794 / 5,296 ▼ 26

Top Industry

Software - Infrastructure 14.6%

3Y Alpha vs SPY

-4.2%

Period ended 5 years ago

Filed Jul 28, 2020 · 5y

2 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.4%

SPY

+78.1%

Annualised alpha

-4.2%

Max drawdown

−13.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Jun 30, 2020 · Δ vs Mar 31, 2020

Top Position

14.6%

+0.3 pts

Top 5

34.0%

−3.1 pts

Top 10

52.9%

−7.1 pts

HHI

475

Diversified−66

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2020

Sector	% Portfolio	Value	Positions
Technology	27.9%	$5,627,541	6
Healthcare	22.3%	$4,495,987	10
Consumer Defensive	11.3%	$2,287,566	5
Communication Services	9.9%	$2,006,243	3
Industrials	7.0%	$1,403,437	5
Financial Services	6.4%	$1,298,434	4
Utilities	5.2%	$1,054,264	2
Energy	5.0%	$1,015,382	3
Consumer Cyclical	3.3%	$675,600	1
Basic Materials	1.6%	$326,810	1

Last Quarter's Activity

Export CSV

Jun 30, 2020 vs Mar 31, 2020

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
PPL	PPL Corp	+870	14,233	$367,780
PEP	Pepsico Inc	+115	4,871	$644,238
MSFT	Microsoft Corp	+13	14,458	$2,942,347
JNJ	Johnson & Johnson	+4	5,865	$824,794
WTRG	Essential Utilities, Inc.	+2	16,252	$686,484
COP	Conocophillips	+1	7,707	$323,848
VZ	Verizon Communications Inc	+1	19,404	$1,069,742
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−1,215	31,493	$719,057
MPC	Marathon Petroleum Corp	−1,098	12,797	$478,351
CSCO	Cisco Systems, Inc.	−499	20,409	$951,875
QCOM	Qualcomm Inc/De	−400	4,100	$373,961
INTC	Intel Corp	−364	17,600	$1,053,008
PG	PROCTER & GAMBLE Co	−299	7,023	$839,740
BAX	Baxter International Inc	−250	9,313	$801,849
GILD	Gilead Sciences, Inc.	−200	9,700	$746,318
LLY	ELI LILLY & Co	−200	4,293	$704,824
TFC	Truist Financial Corp	−150	19,706	$739,960
FNB	Fnb Corp/Pa/	−130	21,361	$160,207
MDT	Medtronic plc	−100	4,000	$366,800
MMM	3M Co	−51	4,115	$536,704
NTR	Nutrien Ltd.	−50	10,181	$326,810
WMT	Walmart Inc.	−50	3,882	$154,995
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	2,404	$236,024
RTX	RTX Corp	3,675	$226,453
EMR	Emerson Electric Co	3,650	$226,409
DIS	Walt Disney Co	1,950	$217,444
PSX	Phillips 66	2,965	$213,183
CMI	Cummins Inc	1,211	$209,817
JCI	Johnson Controls International plc	5,977	$204,054
NVS	Novartis AG	2,325	$203,065
PFE	Pfizer Inc	6,496	$201,536
BDX	Becton Dickinson & Co	850	$155,989
AAPL	Apple Inc.	747	$68,126
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $5,627,541 total · Technology only · as of Jun 30, 2020

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	14,458	+13	$2,942,347	+29.2%	52.28%
INTC	Intel Corp Technology	Reduced	17,600	-364	$1,053,008	+8.3%	18.71%
CSCO	Cisco Systems, Inc. Technology	Reduced	20,409	-499	$951,875	+15.8%	16.91%
QCOM	Qualcomm Inc/De Technology	Reduced	4,100	-400	$373,961	+22.8%	6.65%
ADP	Automatic Data Processing Inc Technology	Held	1,600	0	$238,224	+8.9%	4.23%
AAPL	Apple Inc. Technology	NEW	747	NEW	$68,126	NEW	1.21%