California Files

Joseph J. Burghardt › Form 700

Joseph J. Burghardt: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-02-05 · signed 02/05/2025 05:14 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (16 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 83

NameBusinessValue
3 M Co.Technology$10,001–$100,000
Abbott LaboratoriesPharmaceutical$10,001–$100,000
Abbvie Inc.Pharmaceutical$10,001–$100,000
Advanced Micro Devices, Inc.Electronics$10,001–$100,000
Albemarle Corp.Chemical Manufacturing$10,001–$100,000
Alcon Inc.Healthcare$2,000–$10,000
Alphabet Inc. Class ACommunications$10,001–$100,000
Alphabet Inc. Class CCommunications$10,001–$100,000
American ExpressFinancial$10,001–$100,000
American Tower Corp.Real Estate$10,001–$100,000
disposed 2024-11-14
Apple Inc.Computers$10,001–$100,000
Baidu Inc.Technology$2,000–$10,000
Bank of AmericaFinancial$10,001–$100,000
BASF SEChemical Manufacturing$2,000–$10,000
Bayer AGPharmaceutical$2,000–$10,000
Berkshire HathawayFinancial$100,001–$1,000,000
Boeing Co.Aerospace$2,000–$10,000
Brighthouse FinancialFinancial$2,000–$10,000
Broadridge FinlFinancial$10,001–$100,000
Brookfield Asset ManagementFinancial$2,000–$10,000
Capital One FcFinancial$10,001–$100,000
Chubb Corp.Insurance$10,001–$100,000
Cisco SystemsTechnology$10,001–$100,000
Corning Inc.Technology$10,001–$100,000
Costar GroupReal Estate$10,001–$100,000
Costco Wholesale CompanyRetail$10,001–$100,000
Danaher Corp.Industry$10,001–$100,000
Diageo PLCRetail$10,001–$100,000
DropboxTechnology$2,000–$10,000
Exxon MobileEnergy$2,000–$10,000
Fairfax FinlFinancial$10,001–$100,000
Fiserv, Inc.Technology$10,001–$100,000
GE Healthcare TechnologiesHealthcare Technology$2,000–$10,000
Generac Holdings Inc.Energy Technology$10,001–$100,000
General ElectricEnergy$10,001–$100,000
Goldman Sachs GroupFinancial$10,001–$100,000
Home Depot Inc.Retail$10,001–$100,000
disposed 2024-06-25
Intel Corp.Technology$2,000–$10,000
Intercontinental Exc.Financial$10,001–$100,000
Iqvia Holdings Inc.Health Information Technology$10,001–$100,000
disposed 2024-10-29
Jefferies FinlFinancial$10,001–$100,000
Johnson and JohnsonPharmaceutical$10,001–$100,000
Kennedy WilsonReal Estate$2,000–$10,000
Kraft Heinz Co.Food$2,000–$10,000
LittlefuseManufacturing$10,001–$100,000
Markel Corp.Financial$10,001–$100,000
Merck and Co. Inc.Pharmaceutical$2,000–$10,000
Metlife, Inc.Insurance$100,001–$1,000,000
Microsoft Corp.Technology$100,001–$1,000,000
Mondelez Intl.Food$10,001–$100,000
NestleFood$2,000–$10,000
Nike Inc.Retail$10,001–$100,000
Paypal Holdings Inc.Financial$10,001–$100,000
disposed 2024-02-08
Pepsi Co. Inc.Retail$10,001–$100,000
Pfizer Inc.Pharmaceutical$2,000–$10,000
Pinterest Inc., Class ASocial Media$10,001–$100,000
disposed 2024-11-14
Proctor & GambleConsumer Goods$10,001–$100,000
QualcommCommunications$10,001–$100,000
Roper TechnologiesProduction Technology$10,001–$100,000
Salesforce CompanyTechnology$10,001–$100,000
Schlumberger Ltd.Technology$2,000–$10,000
St. JoeRetail / Real Estate$10,001–$100,000
Sysco Corp.Communications$10,001–$100,000
Tejon RanchReal Estate$2,000–$10,000
United Parcel ServicePostal Services$2,000–$10,000
VerizonCommunications$2,000–$10,000
Visa Inc. Class AFinancial$10,001–$100,000
Walmart, Inc.Retail$10,001–$100,000
Walt Disney Co.Entertainment$10,001–$100,000
Wells Fargo BkFinancial$10,001–$100,000
Woodward, Inc.Manufacturing$10,001–$100,000
Paycom Software Inc.Software$10,001–$100,000
acquired 2024-11-14
Hims and Hers HealthHealthcare Services$10,001–$100,000
acquired 2024-11-14
Adobe Inc.Software$10,001–$100,000
acquired 2024-11-14
Enovis Corp.Medical Technology$10,001–$100,000
acquired 2024-06-25
Amazon.com Inc.Online Retail$10,001–$100,000
acquired 2024-06-25
Solventum Corp.Healthcare Products$2,000–$10,000
acquired 2024-04-01
Atkore Inc.Electrical Products$10,001–$100,000
acquired 2024-02-13
disposed 2024-09-27
Novo NordiskHealthcare$10,001–$100,000
acquired 2024-10-30
disposed 2024-12-20
TJX CompaniesRetail$10,001–$100,000
acquired 2024-05-08
GE VernovaEnergy$2,000–$10,000
acquired 2024-04-02
Hershey CompanyFood Manufacturing$10,001–$100,000
acquired 2024-04-01
Spotify TechnologyDigital Music Streaming$2,000–$10,000

Schedule B · Real property 2

PropertyValueRental income
1512 N. Ardmore Ave., Manhattan Beach
Ownership/Deed of Trust
over $1,000,000$10,001–$100,000
Samantha Mergentime
333 N. 3rd Street, Alhambra
Ownership/Deed of Trust
over $1,000,000$10,001–$100,000
Orlando Romero Valdes, Rosa Beatriz Lemus, Erica Calderon, Roberto Calderon, Rosemarie Chamarro, Eriberto Marisca, Felipe Sandoval, Jose Ontiveros, Rocio Menendez

The filer's comments

A-1 The value of my stock in Bayer AG is below the $2000 threshold.

A-1 Solventum Corp. was a 4/1/24 spinoff.

A-1 GE Vernova was a 4/2/24 spinoff. Spotify Technology rose above the $2000 threshold this year.