Gardiner Nancy B
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2020, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2020-06-30, active share 62.2%; sector active share 33.4% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
59 tracked positions · as of Jun 30, 2020 · Δ vs Mar 31, 2020Portfolio Trend
Sector Breakdown
As of Jun 30, 2020| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.0% | $11,150,365 |
| Healthcare | 19.9% | $11,051,073 |
| Financial Services | 11.5% | $6,383,868 |
| Consumer Cyclical | 10.9% | $6,092,834 |
| Consumer Defensive | 10.6% | $5,913,594 |
| Industrials | 9.5% | $5,287,863 |
| Communication Services | 9.3% | $5,154,233 |
| Unclassified | 4.6% | $2,551,560 |
| Basic Materials | 2.6% | $1,424,028 |
| Energy | 0.7% | $417,148 |
| Utilities | 0.4% | $243,801 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TJX | Tjx Companies Inc | +1,720 | 13,570 | $686,098 | |
| DIS | Walt Disney Co | +953 | 12,115 | $1,350,941 | |
| PYPL | PayPal Holdings, Inc. | +693 | 9,293 | $1,619,116 | |
| CNI | Canadian National Railway Co | +565 | 20,090 | $1,779,368 | |
| MSFT | Microsoft Corp | +455 | 6,618 | $1,346,826 | |
| CVS | CVS HEALTH Corp | +400 | 10,790 | $701,024 | |
| NVS | Novartis AG | +339 | 15,844 | $1,383,813 | |
| BDX | Becton Dickinson & Co | +267 | 5,057 | $1,209,984 | |
| HD | Home Depot, Inc. | +250 | 7,052 | $1,766,593 | |
| ORA | Ormat Technologies, Inc. | +250 | 3,840 | $243,801 | |
| — | +203 | 12,418 | $1,221,000 | ||
| UL | Unilever PLC | +184 | 31,599 | $1,735,885 | |
| XYL | Xylem Inc. | +160 | 7,192 | $467,190 | |
| JNJ | Johnson & Johnson | +140 | 11,300 | $1,589,117 | |
| CVX | Chevron Corp | +125 | 4,675 | $417,148 | |
| ILMN | Illumina, Inc. | +90 | 2,535 | $938,833 | |
| ADP | Automatic Data Processing Inc | +85 | 14,930 | $2,222,925 | |
| ADI | Analog Devices Inc | +70 | 8,460 | $1,037,533 | |
| ATR | Aptargroup, Inc. | +15 | 12,775 | $1,430,541 | |
| AMZN | Amazon Com Inc | +5 | 935 | $2,579,494 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | −400 | 11,000 | $513,040 | |
| ROK | Rockwell Automation, Inc | −250 | 3,210 | $683,730 | |
| FTV | Fortive Corp | −250 | 4,000 | $270,636 | |
| INTC | Intel Corp | −150 | 22,000 | $1,316,258 | |
| PG | PROCTER & GAMBLE Co | −130 | 16,001 | $1,913,237 | |
| MMM | 3M Co | −125 | 4,435 | $691,813 | |
| AAPL | Apple Inc. | −85 | 9,280 | $3,385,344 | |
| MA | Mastercard Inc | −71 | 5,849 | $1,729,546 | |
| FISV | Fiserv Inc | −50 | 13,630 | $1,330,560 | |
| DHR | Danaher Corp | −40 | 7,120 | $1,259,027 | |
| ABT | Abbott Laboratories | −35 | 12,305 | $1,125,042 | |
| GOOGL | Alphabet Inc. | −1 | 1,457 | $2,066,095 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,280 | $3,385,344 | 6.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 935 | $2,579,494 | 4.63% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 14,930 | $2,222,925 | 3.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,457 | $2,066,095 | 3.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 16,001 | $1,913,237 | 3.44% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 20,090 | $1,779,368 | 3.20% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 7,052 | $1,766,593 | 3.17% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 31,599 | $1,735,885 | 3.12% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 5,849 | $1,729,546 | 3.11% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 9,293 | $1,619,116 | 2.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 11,300 | $1,589,117 | 2.85% | |
| ATR |
Aptargroup, Inc.
Healthcare
|
Added | 12,775 | $1,430,541 | 2.57% | |
| NVS |
Novartis AG
Healthcare
|
Added | 15,844 | $1,383,813 | 2.49% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 12,115 | $1,350,941 | 2.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,618 | $1,346,826 | 2.42% | |
| FISV |
Fiserv Inc
|
Reduced | 13,630 | $1,330,560 | 2.39% | |
| INTC |
Intel Corp
Technology
|
Reduced | 22,000 | $1,316,258 | 2.36% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 7,120 | $1,259,027 | 2.26% | |
|
|
Added | 12,418 | $1,221,000 | 2.19% | ||
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 5,057 | $1,209,984 | 2.17% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 12,305 | $1,125,042 | 2.02% | |
| V |
Visa Inc.
Financial Services
|
Held | 5,675 | $1,096,239 | 1.97% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 2,430 | $1,057,803 | 1.90% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 8,460 | $1,037,533 | 1.86% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Added | 2,535 | $938,833 | 1.69% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 2,690 | $815,634 | 1.47% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 3,125 | $754,562 | 1.36% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 10,790 | $701,024 | 1.26% | |
| MMM |
3M Co
Industrials
|
Reduced | 4,435 | $691,813 | 1.24% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 13,570 | $686,098 | 1.23% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Reduced | 3,210 | $683,730 | 1.23% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 3,365 | $669,466 | 1.20% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 471 | $666,000 | 1.20% | |
| CB |
Chubb Ltd
Financial Services
|
Held | 5,184 | $656,396 | 1.18% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Held | 665 | $655,537 | 1.18% | |
| PGR |
Progressive Corp
Financial Services
|
Held | 7,500 | $600,825 | 1.08% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 4,510 | $596,492 | 1.07% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Held | 3,070 | $550,788 | 0.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 2,400 | $544,968 | 0.98% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 5,375 | $527,717 | 0.95% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 13,500 | $526,229 | 0.95% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 11,000 | $513,040 | 0.92% | |
| XYL |
Xylem Inc.
Industrials
|
Added | 7,192 | $467,190 | 0.84% | |
| FDS |
Factset Research Systems Inc
Financial Services
|
Held | 1,350 | $443,434 | 0.80% | |
| RTX |
RTX Corp
Industrials
|
NEW | 6,900 | $425,176 | 0.76% | |
| CVX |
Chevron Corp
Energy
|
Added | 4,675 | $417,148 | 0.75% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 5,505 | $405,112 | 0.73% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 1,227 | $361,901 | 0.65% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 5,600 | $347,368 | 0.62% | |
| DE |
Deere & Co
Industrials
|
Held | 2,150 | $337,872 | 0.61% |
Showing the top 50 of 59 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.