LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Diversified Active

Location: Bethesda, MD

CIK: 0000897599 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 10, 2022

Total Value: $1.868B (100.0% shares, 0.0% debt)

Holdings (173)

BND Vanguard Total Bond Market ETF 9.5%
Value $177M Shares 2,090,000 Est. Cost $87.87 Unrealized
IVOO Vanguard S&P Mid-Cap 400 ETF 6.3%
Value $117M Shares 610,000 Est. Cost $155.55 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 5.9%
Value $110M Shares 1,843,900 Est. Cost $49.40 Unrealized
VOO Vanguard S&P 500 ETF 5.4%
Value $101M Shares 231,900 Est. Cost $383.77 Unrealized
SPY SPDR S&P 500 ETF Trust 4.1%
Value $75.99M Shares 160,000 Est. Cost $373.88 Unrealized
VEA Vanguard FTSE Developed Markets ETF 3.6%
Value $66.38M Shares 1,300,000 Est. Cost $45.08 Unrealized
VGLT Vanguard Long-Term Treasury ETF 3.2%
Value $60.18M Shares 673,000 Est. Cost $93.67 Unrealized
VZ Verizon Communications Inc 2.3%
Value $42.7M Shares 821,850 Est. Cost $41.16 Unrealized -1.9%
DBC Invesco DB Commodity Index Tracking Fund 2.1%
Value $38.78M Shares 1,866,300 Est. Cost $20.18 Unrealized
AAPL Apple Inc 2.0%
Value $36.78M Shares 207,154 Est. Cost $88.77 Unrealized +74.3%
CB Chubb Ltd 1.9%
Value $35.56M Shares 183,978 Est. Cost $143.90 Unrealized +23.4%
DLR Digital Realty Trust Inc 1.7%
Value $32.26M Shares 182,402 Est. Cost $131.34 Unrealized +5.2%
MSFT Microsoft Corp 1.6%
Value $30.08M Shares 89,450 Est. Cost $140.18 Unrealized +123.6%
VGK Vanguard FTSE Europe ETF 1.5%
Value $28.48M Shares 417,400 Est. Cost $61.30 Unrealized
EWC iShares MSCI Canada ETF 1.3%
Value $24.03M Shares 625,200 Est. Cost $32.57 Unrealized
AMZN Amazon.com Inc 1.3%
Value $23.58M Shares 7,072 Est. Cost $105.38 Unrealized +62.4%
T AT&T Inc 1.2%
Value $22.1M Shares 898,500 Est. Cost $14.67 Unrealized 0.0%
GOOGL Alphabet Inc 1.2%
Value $21.86M Shares 7,546 Est. Cost $57.91 Unrealized +146.8%
UNH UnitedHealth Group Inc 1.1%
Value $20.35M Shares 40,527 Est. Cost $256.79 Unrealized +64.4%
SPTL SPDR Portfolio Long Term Treasury ETF 1.1%
Value $19.81M Shares 470,000 Est. Cost $36.73 Unrealized
NEE NextEra Energy Inc 1.1%
Value $19.73M Shares 211,300 Est. Cost $77.35 Unrealized 0.0%
EWJ iShares MSCI Japan ETF 1.1%
Value $19.67M Shares 293,700 Est. Cost $68.02 Unrealized
LHX L3Harris Technologies Inc 1.0%
Value $19.45M Shares 91,215 Est. Cost $206.86 Unrealized -1.6%
V Visa Inc 1.0%
Value $18.96M Shares 87,483 Est. Cost $172.61 Unrealized +20.6%
JPM JPMorgan Chase & Co 1.0%
Value $18.82M Shares 118,820 Est. Cost $122.47 Unrealized +20.7%
TMO Thermo Fisher Scientific Inc 1.0%
Value $18.36M Shares 27,522 Est. Cost $319.54 Unrealized +93.2%
MA Mastercard Inc 1.0%
Value $18.34M Shares 51,052 Est. Cost $274.93 Unrealized +22.9%
DUK Duke Energy Corp 1.0%
Value $18.18M Shares 173,320 Est. Cost $78.09 Unrealized +10.5%
PLD Prologis Inc 1.0%
Value $17.86M Shares 106,116 Est. Cost $127.29 Unrealized +3.7%
AMT American Tower Corp 1.0%
Value $17.81M Shares 60,895 Est. Cost $235.61 Unrealized +1.6%
CSCO Cisco Systems Inc 0.8%
Value $15.49M Shares 244,426 Est. Cost $41.29 Unrealized +22.2%
PG Procter & Gamble Co/The 0.8%
Value $14.95M Shares 91,392 Est. Cost $103.07 Unrealized +30.1%
D Dominion Energy Inc 0.8%
Value $14.82M Shares 188,615 Est. Cost $61.71 Unrealized +0.7%
HON Honeywell International Inc 0.8%
Value $14.29M Shares 68,530 Est. Cost $181.27 Unrealized +2.1%
CRM salesforce.com Inc 0.8%
Value $14.23M Shares 55,986 Est. Cost $255.78 Unrealized +8.5%
VTWO Vanguard Russell 2000 ETF 0.7%
Value $13.29M Shares 148,000 Est. Cost $124.00 Unrealized
TXN Texas Instruments Inc 0.7%
Value $13.13M Shares 69,670 Est. Cost $160.63 Unrealized +5.9%
TFC Truist Financial Corp 0.7%
Value $13M Shares 222,000 Est. Cost $42.69 Unrealized +16.4%
CCI Crown Castle International Corp 0.7%
Value $12.63M Shares 60,517 Est. Cost $147.99 Unrealized +1.4%
MAR Marriott International Inc/MD 0.7%
Value $12.28M Shares 74,300 Est. Cost $108.18 Unrealized +40.2%
Linde PLC 0.6%
Value $11.96M Shares 34,535 Est. Cost $212.10 Unrealized
SPLV Invesco S&P 500 Low Volatility ETF 0.6%
Value $11.77M Shares 171,500 Est. Cost $60.91 Unrealized
SPGP Invesco S&P 500 GARP ETF 0.6%
Value $11.46M Shares 118,100 Est. Cost $87.64 Unrealized
XLU Utilities Select Sector SPDR Fund 0.6%
Value $11.43M Shares 159,750 Est. Cost $57.67 Unrealized
WMT Walmart Inc 0.6%
Value $11.23M Shares 77,640 Est. Cost $34.13 Unrealized +32.4%
XLP Consumer Staples Select Sector SPDR Fund 0.6%
Value $11.16M Shares 144,700 Est. Cost $69.97 Unrealized
ABBV AbbVie Inc 0.6%
Value $10.99M Shares 81,150 Est. Cost $74.43 Unrealized +36.7%
CMCSA Comcast Corp 0.6%
Value $10.47M Shares 207,987 Est. Cost $38.88 Unrealized +18.7%
EQIX Equinix Inc 0.6%
Value $10.39M Shares 12,280 Est. Cost $721.06 Unrealized +2.4%
PEP PepsiCo Inc 0.5%
Value $9.729M Shares 56,010 Est. Cost $110.78 Unrealized +29.5%
XOM Exxon Mobil Corp 0.5%
Value $9.501M Shares 155,273 Est. Cost $49.00 Unrealized +10.0%
NVDA NVIDIA Corp 0.5%
Value $9.464M Shares 32,180 Est. Cost $18.82 Unrealized +45.9%
BSX Boston Scientific Corp 0.5%
Value $8.592M Shares 202,272 Est. Cost $38.34 Unrealized +9.6%
PSA Public Storage 0.4%
Value $8.367M Shares 22,340 Est. Cost $262.83 Unrealized +4.9%
SO Southern Co/The 0.4%
Value $8.078M Shares 117,800 Est. Cost $54.72 Unrealized 0.0%
SPG Simon Property Group Inc 0.4%
Value $7.946M Shares 49,739 Est. Cost $108.82 Unrealized +11.4%
META Meta Platforms Inc 0.4%
Value $7.831M Shares 23,284 Est. Cost $198.66 Unrealized +66.0%
EW Edwards Lifesciences Corp 0.4%
Value $7.777M Shares 60,036 Est. Cost $72.86 Unrealized +60.1%
TMUS T-Mobile US Inc 0.4%
Value $7.689M Shares 66,300 Est. Cost $113.68 Unrealized 0.0%
AGG iShares Core U.S. Aggregate Bond ETF 0.4%
Value $7.415M Shares 65,000 Est. Cost $112.98 Unrealized
DIS Walt Disney Co/The 0.4%
Value $7.081M Shares 45,721 Est. Cost $131.62 Unrealized +19.9%
CVX Chevron Corp 0.4%
Value $6.954M Shares 59,265 Est. Cost $83.74 Unrealized +14.8%
EXC Exelon Corp 0.4%
Value $6.567M Shares 113,700 Est. Cost $32.52 Unrealized 0.0%
RPG Invesco S&P 500 Pure Growth ETF 0.3%
Value $6.43M Shares 30,500 Est. Cost $164.26 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.3%
Value $5.873M Shares 20,750 Est. Cost $260.27 Unrealized
O Realty Income Corp 0.3%
Value $5.794M Shares 80,945 Est. Cost $52.43 Unrealized +5.6%
PKW Invesco BuyBack Achievers ETF 0.3%
Value $5.558M Shares 57,600 Est. Cost $90.25 Unrealized
SPHQ Invesco S&P 500 Quality ETF 0.3%
Value $5.23M Shares 98,300 Est. Cost $48.55 Unrealized
AEP American Electric Power Co Inc 0.3%
Value $5.053M Shares 56,800 Est. Cost $72.48 Unrealized 0.0%
SPHD Invesco S&P 500 High Dividend Low Volatility ETF 0.3%
Value $5.005M Shares 110,550 Est. Cost $44.08 Unrealized
RPV Invesco S&P 500 Pure Value ETF 0.3%
Value $4.93M Shares 61,000 Est. Cost $73.99 Unrealized
American Campus Communities Inc 0.3%
Value $4.928M Shares 86,029 Est. Cost $48.25 Unrealized
CPT Camden Property Trust 0.3%
Value $4.892M Shares 27,379 Est. Cost $118.85 Unrealized +19.8%
SBAC SBA Communications Corp 0.3%
Value $4.841M Shares 12,446 Est. Cost $329.62 Unrealized 0.0%
SRE Sempra Energy 0.3%
Value $4.748M Shares 35,900 Est. Cost $55.46 Unrealized 0.0%
UPS United Parcel Service Inc 0.2%
Value $4.564M Shares 21,296 Est. Cost $109.26 Unrealized +54.3%
ELS Equity LifeStyle Properties Inc 0.2%
Value $4.393M Shares 50,115 Est. Cost $73.27 Unrealized
MTB M&T Bank Corp 0.2%
Value $4.33M Shares 28,200 Est. Cost $134.29 Unrealized 0.0%
WELL Welltower Inc 0.2%
Value $4.298M Shares 50,113 Est. Cost $75.03 Unrealized 0.0%
IEFA iShares Core MSCI EAFE ETF 0.2%
Value $4.105M Shares 55,000 Est. Cost $61.53 Unrealized
AVB AvalonBay Communities Inc 0.2%
Value $4.059M Shares 16,070 Est. Cost $206.31 Unrealized 0.0%
XEL Xcel Energy Inc 0.2%
Value $4.028M Shares 59,500 Est. Cost $56.85 Unrealized 0.0%
AVGO Broadcom Inc 0.2%
Value $3.975M Shares 5,975 Est. Cost $29.64 Unrealized +74.7%
AWK American Water Works Co Inc 0.2%
Value $3.777M Shares 20,000 Est. Cost $160.41 Unrealized 0.0%
PEG Public Service Enterprise Group Inc 0.2%
Value $3.75M Shares 56,200 Est. Cost $55.02 Unrealized 0.0%
EQR Equity Residential 0.2%
Value $3.604M Shares 39,828 Est. Cost $72.84 Unrealized 0.0%
ARE Alexandria Real Estate Equities Inc 0.2%
Value $3.547M Shares 15,909 Est. Cost $171.58 Unrealized 0.0%
WY Weyerhaeuser Co 0.2%
Value $3.514M Shares 85,350 Est. Cost $31.98 Unrealized 0.0%
ADBE Adobe Systems Inc 0.2%
Value $3.495M Shares 6,164 Est. Cost $425.04 Unrealized +47.1%
EXR Extra Space Storage Inc 0.2%
Value $3.433M Shares 15,145 Est. Cost $167.31 Unrealized 0.0%
ES Eversource Energy 0.2%
Value $3.375M Shares 37,100 Est. Cost $72.67 Unrealized 0.0%
WEC WEC Energy Group Inc 0.2%
Value $3.358M Shares 34,600 Est. Cost $79.41 Unrealized 0.0%
ORCL Oracle Corp 0.2%
Value $3.332M Shares 38,207 Est. Cost $55.70 Unrealized +59.6%
ED Consolidated Edison Inc 0.2%
Value $3.148M Shares 36,900 Est. Cost $68.08 Unrealized 0.0%
MAA Mid-America Apartment Communities Inc 0.2%
Value $2.989M Shares 13,031 Est. Cost $178.27 Unrealized 0.0%
INVH Invitation Homes Inc 0.2%
Value $2.981M Shares 65,754 Est. Cost $36.05 Unrealized 0.0%
EIX Edison International 0.2%
Value $2.927M Shares 42,900 Est. Cost $52.64 Unrealized 0.0%
Duke Realty Corp 0.1%
Value $2.785M Shares 42,438 Est. Cost $65.63 Unrealized
SUI Sun Communities Inc 0.1%
Value $2.773M Shares 13,211 Est. Cost $209.90 Unrealized
CBRE CBRE Group Inc 0.1%
Value $2.708M Shares 24,964 Est. Cost $102.47 Unrealized 0.0%
NNN National Retail Properties Inc 0.1%
Value $2.674M Shares 55,638 Est. Cost $43.31 Unrealized
PPL PPL Corp 0.1%
Value $2.657M Shares 88,400 Est. Cost $24.94 Unrealized 0.0%
ESS Essex Property Trust Inc 0.1%
Value $2.652M Shares 7,531 Est. Cost $291.56 Unrealized 0.0%
DTE DTE Energy Co 0.1%
Value $2.57M Shares 21,500 Est. Cost $99.45 Unrealized 0.0%
FTS Fortis Inc/Canada 0.1%
Value $2.56M Shares 53,000 Est. Cost $38.56 Unrealized 0.0%
FE FirstEnergy Corp 0.1%
Value $2.549M Shares 61,300 Est. Cost $32.61 Unrealized 0.0%
AEE Ameren Corp 0.1%
Value $2.527M Shares 28,400 Est. Cost $75.02 Unrealized 0.0%
ETR Entergy Corp 0.1%
Value $2.478M Shares 22,000 Est. Cost $45.13 Unrealized 0.0%
VTR Ventas Inc 0.1%
Value $2.451M Shares 47,950 Est. Cost $45.11 Unrealized 0.0%
CSX CSX Corp 0.1%
Value $2.435M Shares 64,780 Est. Cost $27.95 Unrealized +19.1%
CSGP CoStar Group Inc 0.1%
Value $2.321M Shares 29,371 Est. Cost $83.91 Unrealized 0.0%
DraftKings Inc 0.1%
Value $2.301M Shares 83,772 Est. Cost $27.47 Unrealized
DOC Healthpeak Properties Inc 0.1%
Value $2.251M Shares 62,384 Est. Cost $27.38 Unrealized 0.0%
MLM Martin Marietta Materials Inc 0.1%
Value $2.246M Shares 5,100 Est. Cost $395.00 Unrealized 0.0%
VICI VICI Properties Inc 0.1%
Value $2.198M Shares 73,023 Est. Cost $23.15 Unrealized 0.0%
PCG PG&E Corp 0.1%
Value $2.122M Shares 174,800 Est. Cost $11.58 Unrealized 0.0%
WFC Wells Fargo & Co 0.1%
Value $2.111M Shares 44,000 Est. Cost $27.07 Unrealized +64.0%
BXP Boston Properties Inc 0.1%
Value $1.954M Shares 16,972 Est. Cost $91.74 Unrealized 0.0%
UDR UDR Inc 0.1%
Value $1.947M Shares 32,460 Est. Cost $48.00 Unrealized 0.0%
RCI Rogers Communications Inc 0.1%
Value $1.878M Shares 39,400 Est. Cost $46.90 Unrealized 0.0%
KIM Kimco Realty Corp 0.1%
Value $1.758M Shares 71,343 Est. Cost $19.16 Unrealized 0.0%
IRM Iron Mountain Inc 0.1%
Value $1.749M Shares 33,428 Est. Cost $40.12 Unrealized 0.0%
DEI Douglas Emmett Inc 0.1%
Value $1.739M Shares 51,918 Est. Cost $33.50 Unrealized
WPC WP Carey Inc 0.1%
Value $1.723M Shares 21,005 Est. Cost $82.03 Unrealized
MPT Medical Properties Trust Inc 0.1%
Value $1.612M Shares 68,228 Est. Cost $23.63 Unrealized
HST Host Hotels & Resorts Inc 0.1%
Value $1.518M Shares 87,301 Est. Cost $13.95 Unrealized 0.0%
SL Green Realty Corp 0.1%
Value $1.434M Shares 20,013 Est. Cost $71.65 Unrealized
AMH American Homes 4 Rent 0.1%
Value $1.401M Shares 32,135 Est. Cost $43.60 Unrealized
REG Regency Centers Corp 0.1%
Value $1.36M Shares 18,060 Est. Cost $60.80 Unrealized 0.0%
Life Storage Inc 0.1%
Value $1.351M Shares 8,822 Est. Cost $153.14 Unrealized
CUBE CubeSmart 0.1%
Value $1.332M Shares 23,419 Est. Cost $56.88 Unrealized
GLPI Gaming and Leisure Properties Inc 0.1%
Value $1.288M Shares 26,475 Est. Cost $48.65 Unrealized
AVTR Avantor Inc 0.1%
Value $1.276M Shares 30,300 Est. Cost $39.41 Unrealized 0.0%
REXR Rexford Industrial Realty Inc 0.1%
Value $1.251M Shares 15,428 Est. Cost $81.09 Unrealized
CyrusOne Inc 0.1%
Value $1.248M Shares 13,918 Est. Cost $89.67 Unrealized
LAMR Lamar Advertising Co 0.1%
Value $1.245M Shares 10,268 Est. Cost $121.25 Unrealized
USHY iShares Broad USD High Yield Corporate Bond ETF 0.1%
Value $1.235M Shares 30,000 Est. Cost $41.50 Unrealized
Federal Realty Investment Trust 0.1%
Value $1.117M Shares 8,195 Est. Cost $136.30 Unrealized
EGP EastGroup Properties Inc 0.1%
Value $1.023M Shares 4,492 Est. Cost $227.74 Unrealized
JLL Jones Lang LaSalle Inc 0.1%
Value $1.018M Shares 3,780 Est. Cost $257.89 Unrealized 0.0%
Apartment Income REIT Corp 0.1%
Value $992K Shares 18,163 Est. Cost $54.62 Unrealized
STORE Capital Corp 0.1%
Value $982K Shares 28,552 Est. Cost $34.39 Unrealized
FR First Industrial Realty Trust Inc 0.1%
Value $978K Shares 14,781 Est. Cost $66.17 Unrealized
COLD Americold Realty Trust 0.1%
Value $960K Shares 29,285 Est. Cost $32.78 Unrealized
BRX Brixmor Property Group Inc 0.0%
Value $895K Shares 35,253 Est. Cost $25.39 Unrealized
STAG STAG Industrial Inc 0.0%
Value $878K Shares 18,327 Est. Cost $47.91 Unrealized
Healthcare Trust of America Inc 0.0%
Value $853K Shares 25,552 Est. Cost $33.38 Unrealized
Annaly Capital Management Inc 0.0%
Value $840K Shares 107,458 Est. Cost $7.82 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value $829K Shares 28,028 Est. Cost $29.58 Unrealized
KRC Kilroy Realty Corp 0.0%
Value $829K Shares 12,482 Est. Cost $66.42 Unrealized
VNO Vornado Realty Trust 0.0%
Value $813K Shares 19,445 Est. Cost $41.81 Unrealized
AGNC AGNC Investment Corp 0.0%
Value $587K Shares 39,094 Est. Cost $15.02 Unrealized
STWD Starwood Property Trust Inc 0.0%
Value $520K Shares 21,407 Est. Cost $24.29 Unrealized
CUZ Cousins Properties Inc 0.0%
Value $444K Shares 11,037 Est. Cost $40.23 Unrealized
RYN Rayonier Inc 0.0%
Value $425K Shares 10,531 Est. Cost $40.36 Unrealized
Spirit Realty Capital Inc 0.0%
Value $425K Shares 8,834 Est. Cost $48.11 Unrealized
NSA National Storage Affiliates Trust 0.0%
Value $418K Shares 6,044 Est. Cost $69.16 Unrealized
OPEN Opendoor Technologies Inc 0.0%
Value $413K Shares 28,279 Est. Cost $19.10 Unrealized 0.0%
RITM New Residential Investment Corp 0.0%
Value $370K Shares 34,606 Est. Cost $10.69 Unrealized
BXMT Blackstone Mortgage Trust Inc 0.0%
Value $357K Shares 11,663 Est. Cost $30.61 Unrealized
HIW Highwoods Properties Inc 0.0%
Value $346K Shares 7,782 Est. Cost $44.46 Unrealized
Healthcare Realty Trust Inc 0.0%
Value $343K Shares 10,855 Est. Cost $31.60 Unrealized
LXP Industrial Trust 0.0%
Value $323K Shares 20,719 Est. Cost $15.59 Unrealized
Howard Hughes Corp/The 0.0%
Value $314K Shares 3,093 Est. Cost $101.52 Unrealized
Physicians Realty Trust 0.0%
Value $303K Shares 16,131 Est. Cost $18.78 Unrealized
PCH PotlatchDeltic Corp 0.0%
Value $300K Shares 4,993 Est. Cost $60.08 Unrealized
Redfin Corp 0.0%
Value $298K Shares 7,782 Est. Cost $38.29 Unrealized
Hudson Pacific Properties Inc 0.0%
Value $279K Shares 11,320 Est. Cost $24.65 Unrealized
PS Business Parks Inc 0.0%
Value $275K Shares 1,496 Est. Cost $183.82 Unrealized
JBGS JBG SMITH Properties 0.0%
Value $248K Shares 8,672 Est. Cost $28.60 Unrealized
Equity Commonwealth 0.0%
Value $235K Shares 9,096 Est. Cost $25.84 Unrealized
CDP Corporate Office Properties Trust 0.0%
Value $234K Shares 8,389 Est. Cost $27.89 Unrealized
SBRA Sabra Health Care REIT Inc 0.0%
Value $223K Shares 16,474 Est. Cost $13.54 Unrealized