
PERKINS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q1 2017
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | GGG | 290K | $27.34M |
![]() | OXY | 255K | $16.16M |
![]() | FFIV | 247K | $35.19M |
![]() | SRCE | 236K | $11.07M |
![]() | OCFC | 233K | $6.57M |
![]() | MOS | 226K | $6.59M |
![]() | USB | 211K | $10.88M |
![]() | BOH | 209K | $17.19M |
![]() | BANF | 194K | $17.47M |
![]() | JJSF | 190K | $25.70M |
![]() | SAM | 148K | $21.47M |
![]() | C | 139K | $8.34M |
![]() | USLM | 139K | $10.97M |
![]() | SYK | 136K | $17.88M |
![]() | EQR | 135K | $8.42M |
![]() | VOD | 121K | $3.21M |
![]() | PAGP | 114K | $3.55M |
![]() | MSTR | 94K | $17.59M |
![]() | SLB | 83K | $6.47M |
![]() | UL | 78K | $3.86M |

Graco Inc.
GGG
Shares Held
290K
Value
$27.34M

Occidental Petroleum Corporation
OXY
Shares Held
255K
Value
$16.16M

F5, Inc.
FFIV
Shares Held
247K
Value
$35.19M

1st Source Corporation
SRCE
Shares Held
236K
Value
$11.07M

OceanFirst Financial Corp.
OCFC
Shares Held
233K
Value
$6.57M

The Mosaic Company
MOS
Shares Held
226K
Value
$6.59M

U.S. Bancorp
USB
Shares Held
211K
Value
$10.88M

Bank of Hawaii Corporation
BOH
Shares Held
209K
Value
$17.19M

BancFirst Corporation
BANF
Shares Held
194K
Value
$17.47M

J&J Snack Foods Corp.
JJSF
Shares Held
190K
Value
$25.70M

The Boston Beer Company, Inc.
SAM
Shares Held
148K
Value
$21.47M

Citigroup Inc.
C
Shares Held
139K
Value
$8.34M

United States Lime & Minerals, Inc.
USLM
Shares Held
139K
Value
$10.97M

Stryker Corporation
SYK
Shares Held
136K
Value
$17.88M

Equity Residential
EQR
Shares Held
135K
Value
$8.42M

Vodafone Group Public Limited Company
VOD
Shares Held
121K
Value
$3.21M

Plains GP Holdings, L.P.
PAGP
Shares Held
114K
Value
$3.55M

MicroStrategy Incorporated
MSTR
Shares Held
94K
Value
$17.59M

SLB N.V.
SLB
Shares Held
83K
Value
$6.47M

Unilever PLC
UL
Shares Held
78K
Value
$3.86M
