Stockles Index Portfolio

Fundamental Data about all firms

All data is from Borsdata and SSD

Altria (NYSE: MO)

Founded in 1919 in Richmond, Virginia, Altria (MO) is America’s largest tobacco company. The business split into three separate firms in 2007 and 2008 (Altria, Phillip Morris International, and Kraft), with Altria retaining all domestic tobacco operations. Altria has exclusive U.S. rights to sell cigarettes primarily under the Marlboro, Parliament, Virginia Slims, and Benson & Hedges brands. SSD

Overview  – source borsdata

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Apple (NYSE: AAPL)

Apple (AAPL) was one of the pioneers in personal computing but has since grown to become one of the world’s most dominant forces in consumer electronics with more than $260 billion in annual revenue. Today the company produces numerous consumer devices, including smartphones, desktop and laptop computers, tablets, smartwatches, voice-controlled smart speakers, TV boxes, and various phone accessories. SSD

Overview  – source borsdata

Blackrock (NYSE: BLK)

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. SSD

Overview  – source borsdata

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Dominion (NYSE: D)

Dominion Energy (D) and its predecessors have delivered energy since 1898. Today the company is one of America’s largest diversified utilities with a customer base of 7.5 million gas and electric customers in 18 states. SSD

Overview  – source borsdata

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Enbridge

Founded in 1949 in Canada as IPL Energy (changed name to Enbridge in 1998), Enbridge (ENB) is North America’s largest midstream energy company. Enbridge’s network of oil & gas gathering, storage, processing, and transportation systems connect the continent’s most vital oil & gas producing regions. SSD

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Elkem

Elkem is a company that produces silicones, silicon, alloys for the foundry industry, carbon and microsilica.

Overview  – source borsdata

Illinois Tools Work (NYSE: ITW)

Founded in 1912, Illinois Tool Works (ITW) is one of the world’s largest industrial component manufacturers, operating over 500 facilities around the globe (roughly half of sales are in North America) SSD

Overview  – source borsdata

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Investor (INVE B)

Investor AB is a Swedish investment company, founded in 1916 and still controlled by the Wallenberg family through their Foundation Asset Management company FAM. The company owns a controlling stake in several large Swedish companies with smaller positions in a number of other firms

Overview  – source borsdata

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Kinnevik

Kinnevik AB is a Swedish investment company that was founded in 1936 by the Stenbeck, Klingspor and von Horn families. Kinnevik is an active and long-term owner investing primarily in digital consumer brands. Current CEO, Georgi Ganev, was appointed in 2018 Kinnevik holds significant stakes in about 30 companies operating across five continents in more than 80 countries, with a particular focus on growth markets. The largest holdings are Zalando, Millicom, Tele2, Global Fashion Group, MTG, and Com Hem.

Overview  – source borsdata

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Kopparbergs

Kopparberg is a locality and the seat of Ljusnarsberg Municipality, Örebro County, Sweden, with 4,200 inhabitants in 2015.^[1] It is famous for one of the most valuable postage stamps in the world, the Treskilling Yellow from 13 July 1857, Kopparberg’s wooden church (voted No. 1 in Sweden in 2006), and Kopparberg Cider, now the best selling cider in the UK and worldwide.

Overview  – source borsdata

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PepsiCo (NYSE: PEP)

Pepsi (PEP) traces its roots back to 1898 when its original formulation was created by North Carolina pharmacist Caleb Bradham. PepsiCo was formed by the 1965 merger of Pepsi-Cola and snack food giant Frito-Lay (founded in 1932). Today, Pepsi boasts 22 iconic brands with more than $1 billion in annual sales, including Lay’s, Pepsi, Tropicana, Quaker Oats, Gatorade, Naked Juice, Aquafina, Lipton, Doritos, Tostitos, Mountain Dew, Ruffles, Cheetos, and Sierra Mist. SSD

Overview  – source borsdata

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Philip Morris International (NYSE: PM)

Philip Morris International (PM) was spun off from Altria (MO) in 2008, with Altria serving the U.S. and Philip Morris owning the international rights to all of Altria’s most famous brands, including Marlboro, Merit, Parliament, Virginia Slims, L&M, Bond Street, Chesterfield, Lark, Muratti, Next, and Red & White. SSD

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Overview  – source borsdata

Swedbank

Swedbank AB is a Nordic–Baltic banking group based in Stockholm, Sweden, offering retail banking, asset management, financial, and other services.^[2]

Overview  – source borsdata

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Index and ETF