Filer Snapshot

TRADITION CAPITAL MANAGEMENT LLC

CIK 0001166385. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

22

Latest filing

07 May 2019

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Latest 13F portfolio

$368.59M

183 holdings for Q1 2019

Open portfolio

Largest parsed holding

JNJ

$9.62M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 07 May 2019 for CIK 0001166385.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$368.59M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$368.59M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
JNJ BA AVY SPY MSFT
+15 moreABBV C JPM MRK CFG WTW INTC BMY MMM SU MMC CSCO NVS WHR EG

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

JNJ BA AVY SPY MSFT ABBV C JPM
+12 moreMRK CFG WTW INTC BMY MMM SU MMC CSCO NVS WHR EG
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
129 Summit Avenue, Summit, NJ, 07901

Filer intelligence

What SEC filings say about TRADITION CAPITAL MANAGEMENT LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $368.59M across 183 reported holdings for Q1 2019.
  • Largest parsed 13F holding: JNJ at $9.62M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 183 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2019 - 07 May 2019

Top 5 concentration

12%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$44.7M

Compared with $368.59M total 13F value.

Top 5 net change

+$2.58M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: LNC ยท Largest trim: QCOM

JNJ BA AVY SPY MSFT Other holdings

JNJ

2.6%

Johnson & Johnson

$9.62M

BA

2.5%

Boeing Company

$9.31M

AVY

2.4%

Avery Dennison Corp.

$8.83M

SPY

2.3%

SPDR S&P 500 ETF Trust Series

$8.59M

MSFT

2.3%

Microsoft Corporation

$8.35M

Latest update

What changed recently for TRADITION CAPITAL MANAGEMENT LLC

New filing available

Latest 13F period: Q1 2019. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2019

Page type

Filer profile

Latest period

Q1 2019

Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2019.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

TRADITION CAPITAL MANAGEMENT LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2019. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001166385 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
22
First seen
12 Feb 2014
Latest filing
07 May 2019
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

TRADITION CAPITAL MANAGEMENT LLC SEC filings TRADITION CAPITAL MANAGEMENT LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 22 SEC filings for TRADITION CAPITAL MANAGEMENT LLC.

Open full filing history
13F-HR

13F-HR filing

Filing date
07 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
04 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
11 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
01 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .