Old Mission Investment Co LLC

Holdings as of 2020-09-30, filed 2026-09-16

This is history, not a current position. These holdings describe 2020-09-30, and the report became public 2177 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
84
Value reported by manager
$166.9M
Sum of our stored positions
$166.9M
should match the line above
Disclosure lag
2,177 d
quarter end to filing
Top 5 concentration
48.8%
of the positions shown
New positions
7
vs previous quarter
Exited
1
vs previous quarter
Option positions
0
puts and calls

Positions

84 largest shown
IssuerClassValueSharesTypeCUSIP
VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF$19.3M471,530921943858
VANGUARD INDEX FDSVALUE ETF$16.6M158,825922908744
VANGUARD SPECIALIZED FUNDSDIV APP ETF$16.5M128,468921908844
VANGUARD INDEX FDSGROWTH ETF$15.8M69,221922908736
APPLE INCCOM$13.2M114,354037833100
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$5M115,059922042858
VANGUARD INDEX FDSTOTAL STK MKT$4.9M28,910922908769
AMAZON COM INCCOM$4.5M1,432023135106
ISHARES TRCORE S&P MCP ETF$3.7M20,032464287507
MICROSOFT CORPCOM$3.6M16,919594918104
ISHARES TRCORE S&P US GWT$3.3M41,423464287671
ISHARES TRS&P 500 GRWT ETF$3.3M14,301464287309
VANGUARD INDEX FDSSMALL CP ETF$3.2M20,937922908751
ISHARES TRS&P 500 VAL ETF$3.1M27,213464287408
ISHARES TRCORE S&P US VLU$2.7M50,649464287663
SQUARE INCCL A$2.6M16,031852234103
ISHARES TRCORE S&P SCP ETF$2.5M35,477464287804
VISA INCCOM CL A$1.9M9,42292826C839
COLGATE PALMOLIVE COCOM$1.7M22,600194162103
ISHARES TRCORE DIV GRWTH$1.7M43,14246434V621
ISHARES TRRUS 1000 GRW ETF$1.6M7,269464287614
CHEVRON CORP NEWCOM$1.6M21,713166764100
MACKINAC FINL CORPCOM$1.6M161,172554571109
JPMORGAN CHASE & COCOM$1.6M16,11846625H100
NEOGEN CORPCOM$1.5M19,320640491106
BERKSHIRE HATHAWAY INC DELCL B NEW$1.3M5,994084670702
ISHARES TRRUS 1000 VAL ETF$1.2M9,890464287598
ISHARES TRCORE S&P500 ETF$1.1M3,149464287200
VERIZON COMMUNICATIONS INCCOM$1M17,37492343V104
PEPSICO INCCOM$1M7,260713448108
EXXON MOBIL CORPCOM$954.3K27,79730231G102
DUPONT DE NEMOURS INCCOM$884.8K15,94826614N102
JOHNSON & JOHNSONCOM$832.1K5,589478160104
NIKE INCCL B$797.9K6,356654106103
DOW INCCOM$796.8K16,935260557103
ISHARES TRRUSSELL 3000 ETF$774.6K3,958464287689
ALPHABET INCCAP STK CL C$762.9K51902079K107
DISNEY WALT COCOM DISNEY$684.5K5,517254687106
PROCTER AND GAMBLE COCOM$681.8K4,905742718109
INTEL CORPCOM$649.6K12,545458140100
HOME DEPOT INCCOM$631.6K2,274437076102
FIFTH THIRD BANCORPCOM$614.6K28,827316773100
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$570.3K11,304922042775
LAUDER ESTEE COS INCCL A$562.5K2,577518439104
WALMART INCCOM$546.8K3,908931142103
ALPHABET INCCAP STK CL A$536.4K36602079K305
QUALCOMM INCCOM$518K4,402747525103
STRYKER CORPORATIONCOM$508K2,438863667101
CORTEVA INCCOM$493.7K17,13622052L104
BK OF AMERICA CORPCOM$480.4K19,944060505104
CATERPILLAR INC DELCOM$475.3K3,186149123101
PFIZER INCCOM$466.3K12,707717081103
SPDR SER TRNUVEEN BLMBRG SR$459.7K9,21778468R739
MERCK & CO. INCCOM$427K5,14858933Y105
HUNTINGTON BANCSHARES INCCOM$424.5K46,297446150104
STARBUCKS CORPCOM$419K4,876855244109
BRISTOL-MYERS SQUIBB COCOM$418.6K6,944110122108
AT&T INCCOM$407.9K14,30800206R102
FACEBOOK INCCL A$405.1K1,54730303M102
WEC ENERGY GROUP INCCOM$404K4,16992939U106
ABBOTT LABSCOM$402K3,694002824100
ORACLE CORPCOM$398.7K6,67968389X105
ISHARES TRCORE US AGGBD ET$381.7K3,233464287226
LOWES COS INCCOM$379K2,285548661107
SPDR SER TRBLOMBERG INTL TR$360.9K12,16378464A516
AMERICAN EXPRESS COCOM$341.6K3,408025816109
UNITED PARCEL SERVICE INCCL B$333.3K2,000911312106
PAYPAL HLDGS INCCOM$311.5K1,58170450Y103
ESPERION THERAPEUTICS INC NECOM$301.1K8,10029664W105
SIRIUS XM HOLDINGS INCCOM$292.5K54,57782968B103
ALIBABA GROUP HLDG LTDSPONSORED ADS$290.2K98701609W102
TCF FINL CORPCOM$276.5K11,835872307103
MARRIOTT INTL INC NEWCL A$271.3K2,930571903202
3M COCOM$253.5K1,58388579Y101
AMGEN INCCOM$248.5K978031162100
MASTERCARD INCORPORATEDCL A$238.8K70657636Q104
COSTCO WHSL CORP NEWCOM$237.7K67022160K105
FIRST TR VALUE LINE DIVID INSHS$236.4K7,51533734H106
WELLS FARGO CO NEWCOM$217.6K9,255949746101
GENERAL ELECTRIC COCOM$211.7K33,984369604103
ISHARES TRCORE MSCI EAFE$211.1K3,50246432F842
GOLDMAN SACHS GROUP INCCOM$205.8K1,02438141G104
VANGUARD BD INDEX FDSTOTAL BND MRKT$202.9K2,300921937835
MCDONALDS CORPCOM$202.1K921580135101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-16