Thornton, Biechlin, Reynolds & Guerra, L.C.'s EIN is 74-2654059.
Download the official 2024 Form 5500 (PDF) for Thornton, Biechlin, Reynolds & Guerra, L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thornton, Biechlin, Reynolds & Guerra, L.C.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVALON ADVISORS, LLC | — | SAN ANTONIO, TX | NONE | $66K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Microsoft Corp | Common Stocks | — | $30K | $309K | 3.3% | |
| Alcon Inc | Common Stocks | — | $174K | $309K | 3.3% | |
| Barclays Plc | Common Stocks | — | $6K | $267K | 2.9% | |
| Amazon.com | Common Stocks | — | $5K | $230K | 2.5% | |
| Allianz SE | Common Stocks | — | $108K | $218K | 2.4% | |
| Expand Energy Corp | Common Stocks | — | $8K | $191K | 2.1% | |
| Merit Med Sys Inc | Common Stocks | — | $87K | $183K | 2.0% | |
| Schwab Government Money Fund | Mutual Funds | — | $178K | $178K | 1.9% | |
| Bellring Brands Inc | Common Stocks | — | $87K | $177K | 1.9% | |
| Merck& Co | Common Stocks | — | $122K | $173K | 1.9% | |
| Cameco Corp | Common Stocks | — | $12K | $171K | 1.9% | |
| Trimble Inc | Common Stocks | — | $9K | $161K | 1.7% | |
| Danaher Corp | Common Stocks | — | $44K | $152K | 1.6% | |
| Kraft Heinz Co | Common Stocks | — | $12K | $147K | 1.6% | |
| Bank of America Corp | Common Stocks | — | $4K | $133K | 1.4% | |
| Cummins Inc | Common Stocks | — | $64K | $132K | 1.4% | |
| Canadian Natural Resources | Other securities | — | $24K | $129K | 1.4% | |
| Altair Engineering Inc | Common Stocks | — | $6K | $128K | 1.4% | |
| FirstService Corp | Common Stocks | — | $13K | $121K | 1.3% | |
| Wingstop Inc | Common Stocks | — | $48K | $119K | 1.3% | |
| Air Liquide | Other securities | — | $13 | $119K | 1.3% | |
| Q2 Holdings Inc | Common Stocks | — | $17K | $119K | 1.3% | |
| Tokio Marine Hldgs | Common Stocks | — | $117K | $115K | 1.2% | |
| Tower Semiconductor | Other securities | — | $10K | $114K | 1.2% | |
| Alphabet Inc Cl A | Common Stocks | — | $134K | $111K | 1.2% | |
| Paylocity Hldg Corp | Common Stocks | — | $101K | $110K | 1.2% | |
| Texas Instruments Inc | Common Stocks | — | $4K | $96K | 1.0% | |
| Honeywell International | Other securities | — | $59K | $95K | 1.0% | |
| Chevron Corp | Common Stocks | — | $32K | $87K | 0.9% | |
| T Rowe Price Group | Mutual Funds | — | $10K | $86K | 0.9% | |
| Berkshire Hathaway Cl B | Common Stocks | — | $5K | $84K | 0.9% | |
| Lonza Group | Common Stocks | — | $31K | $81K | 0.9% | |
| Aecom | Other securities | — | $14K | $81K | 0.9% | |
| Black Swan Multi Strat I 41 | Other securities | — | — | $73K | 0.8% | |
| Phillips 66 | Other securities | — | $9K | $61K | 0.7% | |
| Wells Fargo & Co | Common Stocks | — | $43K | $60K | 0.6% | |
| Nidec Corp | Common Stocks | — | $9K | $58K | 0.6% | |
| Oneok Inc 6.1% 11/15/32 | Bonds / Notes | — | $52K | $52K | 0.6% | |
| Zoetis Inc 5.6% 11/16/32 | Bonds / Notes | — | $51K | $51K | 0.6% | |
| Avidxchange Holdings Inc | Common Stocks | — | $54K | $51K | 0.5% | |
| Oracle Corp 5.8% 11/10/25 | Bonds / Notes | — | $50K | $51K | 0.5% | |
| Intuit Inc 5.25%T 9/15/26 | Bonds / Notes | — | $51K | $50K | 0.5% | |
| Home Depot 4.95% 9/30/26 | Bonds / Notes | — | $51K | $50K | 0.5% | |
| Thermo Fisher Sci 4.8% 11/21/2 | Bonds / Notes | — | $51K | $50K | 0.5% | |
| Duke Energy Corp 5% 12/8/27 | Common Stocks | — | $50K | $50K | 0.5% | |
| Enterprise Prod 5.35% 1/31/33 | Bonds / Notes | — | $53K | $50K | 0.5% | |
| Cisco Systems 4.95% 2/26/31 | Bonds / Notes | — | $50K | $50K | 0.5% | |
| RTX Corp 5% 2/27/26 | Common Stocks | — | $50K | $50K | 0.5% | |
| Ecolab Inc 4.8% 3/24/30 | Bonds / Notes | — | $50K | $50K | 0.5% | |
| Intel Corp 4.875% 2/10/26 | Bonds / Notes | — | $50K | $50K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
