Disclosures (original) (raw)

disclosures of companies whose stock I own

Although not required, I disclose companies whose stock I own.

Disclosures and disclaimers. Yes, these disclosures and disclaimers are mostly legal mumbo jumbo, but they include a list of companies where the publisher, James McRitchie, owns stock and how to contact him.

Disclosures and Disclaimers

Disclaimers of Liability

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Disclaimers of Endorsement

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Disclaimers of Duty to Continue Provision of the Data

Due to the dynamic nature of the Internet, free and publicly available resources one day may require a fee or restrict access the next. The location of items may change as menus, homepages, and files are reorganized. Users expressly agree that using CorpGov.net is at the user’s sole risk. Neither CorpGov.net, James McRitchie, or any entity jointly created by them, each of their affiliates, nor any of their respective employees, agencies, third-party content providers, or licensers warrant that the service will be uninterrupted or error-free.

Disclosures of Possible Conflicts of Interest

The following is not a list of companies with the best environmental, social, and governance practices. If you know where these companies fall short, I would appreciate it if you would drop me a line so that I can advocate for reform or perhaps remove them from my investments, as I have largely done with coal and oil companies. I also appreciate tips from readers on companies with good corporate governance practices and those with good potential that need reform.

I will also work with just about anyone who has good ideas for proxy proposals. If I have the requisite ownership level and don’t already have plans at any specific company, and you do the work, I’ll sign off on the proposals and give you credit.

Disclosures are updated periodically but not on a set regular schedule. I look forward to collaborating with other shareholders when mutually advantageous. As of September 8, 2024, the publisher held financial interests in the following companies (ordered by company name) and funds (some in multiple accounts), as well as in YourStake.org, Worm Capital, Parnassus, iconik, and an affiliate of Lawndale Capital Management:

Symbol Company Name
AAPL APPLE INC
ABBV ABBVIE INC
ABNB AIRBNB INC CLASS A
ABT ABBOTT LABS
ACA ARCOSA INC
ADBE ADOBE INC
ADI ANALOG DEVICES INC
ADSK AUTODESK INC
AES AES CORP
AIT APPLIED INDL TECHNOLOGIE
AIZ ASSURANT INC
AKAM AKAMAI TECHNOLOGIES INC
ALLE ALLEGION PUB LTD CO F
AMD ADVANCED MICRO DEVICE IN
AMGN AMGEN INC
AMN AMN HEALTHCARE SVCS INC
AMT AMERICAN TOWER CORP NEW REIT
AMZN AMAZON.COM INC
ANSS ANSYS INC
ARLO ARLO TECHNOLOGIES INC
ASMB ASSEMBLY BIOSCIENCES INC
AUR AURORA INNOVATION INC CLASS A
AVAV AEROVIRONMENT INC
AVGO BROADCOM INC
AVNS AVANOS MED INC
AXON AXON ENTERPRISE INC
AXP AMERICAN EXPRESS CO
BCE BCE INC F
BDX BECTON DICKINSON & CO
BEN FRANKLIN RES INC
BEP BROOKFIELD RENEW PART LP
BERY BERRY GLOBAL GROUP INC
BG BUNGE GLOBAL SA F
BIIB BIOGEN INC
BIO BIO RAD LABORATORIES INCCLASS A
BIOX BIOCERES CROP SOLUTION F
BK BANK NEW YORK MELLON COR
BLDP BALLARD PWR SYS INC NE F
BLK BLACKROCK INC
BMRN BIOMARIN PHARMACEUTICAL
BMY BRISTOL MYERS SQUIBB CO
BOIRF BOIRON SA ORDF
BR BROADRIDGE FINL SOLUTION
BRK/B BERKSHIRE HATHAWAY INC DCLASS B
BROS DUTCH BROS INC CLASS A
BSX BOSTON SCIENTIFIC CORP
BUR BURFORD CAPITAL LIMITE F
BYND BEYOND MEAT INC
C CITIGROUP INC
CARR CARRIER GLOBAL CORP
CAT CATERPILLAR INC
CCI CROWN CASTLE INC REIT
CHPT CHARGEPOINT HLDGS INC CLASS A
CHWY CHEWY INC CLASS A
CL COLGATE PALMOLIVE CO
CLDX CELLDEX THERAPEUTICS INC
CLX CLOROX CO
CMCSA COMCAST CORP NEW CLASS A
CMG CHIPOTLE MEXICAN GRILL I
CMP COMPASS MINERALS INTL IN
CNI CANADIAN NATL RY CO F
COCO VITA COCO CO INC
COF CAPITAL ONE FINL CORP
COLB COLUMBIA BKG SYS INC
COLM COLUMBIA SPORTSWEAR CO
COST COSTCO WHSL CORP NEW
COUR COURSERA INC
CP CANADIAN PACIFIC KANSA F
CRL CHARLES RIV LABORATORIES
CRM SALESFORCE INC
CRSP CRISPR THERAPEUTICS AG F
CSCO CISCO SYS INC
CSX CSX CORP
CTSH COGNIZANT TECHNOLOGY SOLCLASS A
CVS CVS HEALTH CORP
CZR CAESARS ENTMT INC NEW
DBX DROPBOX INC CLASS A
DDD 3D SYS CORP DEL
DFS DISCOVER FINL SVCS
DG DOLLAR GEN CORP NEW
DIS DISNEY WALT CO
DNA GINKGO BIOWORKS HLDG CLASS A
DOCU DOCUSIGN INC
DXCM DEXCOM INC
EBAY EBAY INC
ECL ECOLAB INC
ELF E L F BEAUTY INC
ENPH ENPHASE ENERGY INC
ES EVERSOURCE ENERGY
ETN EATON CORP PLC F
ETSY ETSY INC
EVGO EVGO INC CLASS A
EW EDWARDS LIFESCIENCES COR
EWBC EAST WEST BANCORP
EXAS EXACT SCIENCES CORP
FBLG FIBROBIOLOGICS INC
FDS FACTSET RESH SYS INC
FDX FEDEX CORP
FHB FIRST HAWAIIAN INC
FLGT FULGENT GENETICS INC
FSBC FIVE STAR BANCORP
FSLR FIRST SOLAR INC
FTNT FORTINET INC
GD GENERAL DYNAMICS CORP
GE GE AEROSPACE
GEHC GE HEALTHCARE TECHNOLOGI
GEN GEN DIGITAL INC
GEV GE VERNOVA INC
GH GUARDANT HEALTH INC
GILD GILEAD SCIENCES INC
GOEV CANOO INC CLASS A
GOOGL ALPHABET INC CLASS A
GRAL GRAIL INC CLASS EQUITY
GS GOLDMAN SACHS GROUP INC
GWRE GUIDEWIRE SOFTWARE INC
HAIN HAIN CELESTIAL GROUP INC
HD HOME DEPOT INC
HON HONEYWELL INTL INC
HPQ HP INC
HUBS HUBSPOT INC
IBM INTERNTNL BUSINESS MACHS
IBP INSTALLED BLDG PRODS INC
ICLR ICON PLC F
IDXX IDEXX LABS INC
IFF INTERNTNL FLAVORS & FRAG
ILMN ILLUMINA INC
INTC INTEL CORP
INTU INTUIT
IONS IONIS PHARMACEUTICALS IN
IOVA IOVANCE BIOTHERAPEUTICS
IQV IQVIA HLDGS INC
IR INGERSOLL RAND INC
IRBT IROBOT CORP
ISRG INTUITIVE SURGICAL INC
IVZ INVESCO LTD F
JAZZ JAZZ PHARMACEUTICALS P F
JNJ JOHNSON & JOHNSON
JPM JPMORGAN CHASE & CO
KBH KB HOME
KD KYNDRYL HLDGS INC
KEYS KEYSIGHT TECHNOLOGIES IN
KHC KRAFT HEINZ CO
KKR KKR & CO INC
KMB KIMBERLY CLARK CORP
LCID LUCID GROUP INC F
LEN LENNAR CORP CLASS A
LLY ELI LILLY AND CO
LMT LOCKHEED MARTIN CORP
LNTH LANTHEUS HLDGS INC
LOW LOWES COS INC
MA MASTERCARD INC CLASS A
MAR MARRIOTT INTL INC NEW CLASS A
MAT MATTEL INC
MCD MCDONALDS CORP
MCHP MICROCHIP TECHNOLOGY INC
MDT MEDTRONIC PLC F
MELI MERCADOLIBRE INC
MGM MGM RESORTS INTL
MGX METAGENOMI INC
MHO M / I HOMES INC
MMM 3M CO
MOD MODINE MFG CO
MORN MORNINGSTAR INC
MRNA MODERNA INC
MS MORGAN STANLEY
MSCI MSCI INC
MSFT MICROSOFT CORP
MTB M & T BK CORP
MU MICRON TECHNOLOGY INC
NATL NCR ATLEOS CORP
NCNO NCINO INC NEW
NDLS NOODLES & CO CLASS A
NEE NEXTERA ENERGY INC
NET CLOUDFLARE INC CLASS A
NFLX NETFLIX INC
NNOX NANO-X IMAGING LTD F
NOC NORTHROP GRUMMAN CORP
NOW SERVICENOW INC
NTGR NETGEAR INC
NTLA INTELLIA THERAPEUTICS IN
NTRS NORTHERN TR CORP
NU NU HLDGS LTD FCLASS A
NVDA NVIDIA CORP
OC OWENS CORNING NEW
OFIX ORTHOFIX MED INC
OGN ORGANON & CO
ONVO ORGANOVO HOLDINGS INC
OSUR ORASURE TECHNOLOGIES INC
OTIS OTIS WORLDWIDE CORP
PANW PALO ALTO NETWORKS INC
PAYC PAYCOM SOFTWARE INC
PEGA PEGASYSTEMS INC
PENN PENN ENTMT INC
PETS PETMED EXPRESS INC
PFC PREMIER FINL CORP
PFE PFIZER INC
PG PROCTER & GAMBLE CO
PI IMPINJ INC
PII POLARIS INC
PINS PINTEREST INC CLASS A
POCI PRECISION OPTICS CORP IN
PRLB PROTO LABS INC
PRMW PRIMO WATER CORP
PYPL PAYPAL HLDGS INC
RBLX ROBLOX CORP CLASS A
RDFN REDFIN CORP
REGN REGENERON PHARMACEUTICAL
RGEN REPLIGEN CORP
RGNX REGENXBIO INC
RIVN RIVIAN AUTOMOTIVE INC CLASS A
RKT ROCKET COMPANIES CLASS ACLASS A
RMD RESMED INC
RTX RTX CORP
SBAC SBA COMMUNICATIONS CORP CLASS A
SBUX STARBUCKS CORP
SCHW SCHWAB CHARLES CORP NEW
SEDG SOLAREDGE TECHNOLOGIES F
SFM SPROUTS FMRS MKT INC
SNAP SNAP INC CLASS A
SNOW SNOWFLAKE INC CLASS A
SOLV SOLVENTUM CORP
SPGI S&P GLOBAL INC
SPOT SPOTIFY TECHNOLOGY S A F
SQ BLOCK INC CLASS A
SSYS STRATASYS LTD F
STE STERIS PLC F
STKL SUNOPTA INC F
STT STATE STR CORP
SYF SYNCHRONY FINL
SYK STRYKER CORP
T AT&T INC
TDOC TELADOC HEALTH INC
TECH BIO-TECHNE CORP
TER TERADYNE INC
TFC TRUIST FINL CORP
TGT TARGET CORP
TMO THERMO FISHER SCIENTIFIC
TNDM TANDEM DIABETES CARE INC
TNXP TONIX PHARMACEUTICALS HLCLASS EQUITY
TROW PRICE T ROWE GROUP INC
TSCO TRACTOR SUPPLY CO
TSLA TESLA INC
TTD THE TRADE DESK INC CLASS A
TYL TYLER TECHNOLOGIES INC
TZOO TRAVELZOO
UBER UBER TECHNOLOGIES INC
UG UNITED GUARDIAN INC
UNFI UNITED NAT FOODS INC
UNP UNION PAC CORP
UPS UNITED PARCEL SVC INC CLASS B
UPWK UPWORK INC
USB US BANCORP DEL
UTHR UNITED THERAPEUTICS CORP
V VISA INC CLASS A
VCEL VERICEL CORP
VCYT VERACYTE INC
VEEV VEEVA SYS INC CLASS A
VRTX VERTEX PHARMACEUTICALS I
VYX NCR VOYIX CORP
VZ VERIZON COMMUNICATIONS I
WAT WATERS CORP
WBA WALGREENS BOOTS ALLIANCE
WBD WARNER BROS DISCOVERY IN
WCN WASTE CONNECTIONS INC F
WDAY WORKDAY INC CLASS A
WDFC WD 40 CO
WEN WENDYS CO
WFC WELLS FARGO & CO
WK WORKIVA INC CLASS A
WMT WALMART INC
WST WEST PHARMACEUTICAL SVCS
YELP YELP INC
YEXT YEXT INC
YUM YUM BRANDS INC
YUMC YUM CHINA HLDGS INC F
ZBH ZIMMER BIOMET HLDGS INC
ZBH ZIMMER BIOMET HLDGS INC
ZIMV ZIMVIE INC
ZM ZOOM VIDEO COMMUNICATIONCLASS A
ZS ZSCALER INC
ZTS ZOETIS INC CLASS A

James McRitchie, Publisher CorpGov.net (Corporate Governance) jm@corpgov.net.

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