Independent Portfolio Consultants

Latest statistics and disclosures from Independent Portfolio Consultants's latest quarterly 13F-HR filing:

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Portfolio Holdings for Independent Portfolio Consultants

Independent Portfolio Consultants holds 785 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Independent Portfolio Consultants has 785 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 2.2 $5.4M -7% 38k 144.01
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Amazon (AMZN) 1.8 $4.4M -10% 4.6k 967.91
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Facebook Inc cl a (META) 1.4 $3.5M -18% 23k 150.98
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JPMorgan Chase & Co. (JPM) 1.4 $3.3M 36k 91.39
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Citigroup (C) 1.3 $3.2M +95% 48k 66.87
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Lennar Corporation (LEN) 1.3 $3.1M +89% 57k 53.32
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Goldman Sachs (GS) 1.2 $3.0M +43% 13k 221.87
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Bank of America Corporation (BAC) 1.2 $2.9M +57% 121k 24.26
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Polaris Industries (PII) 1.1 $2.8M -19% 30k 92.23
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Alphabet Inc Class A cs (GOOGL) 1.1 $2.7M -7% 2.9k 929.59
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iShares Brclys Intrdte Gov/Crt Bd (GVI) 0.9 $2.2M -10% 20k 110.68
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Amgen (AMGN) 0.8 $1.9M -3% 11k 172.26
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Spdr S&p 500 Etf (SPY) 0.8 $1.8M -10% 7.5k 241.86
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Affiliated Managers (AMG) 0.7 $1.8M +105% 11k 165.89
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Morgan Stanley (MS) 0.7 $1.7M +64% 39k 44.55
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Royal Dutch Shell 0.7 $1.7M -23% 32k 54.43
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Proshares Tr short qqq (PSQ) 0.7 $1.7M NEW 42k 40.46
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Alphabet Inc Class C cs (GOOG) 0.7 $1.7M 1.8k 908.69
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Tempur-Pedic International (TPX) 0.7 $1.6M -3% 30k 53.40
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American Tower Reit (AMT) 0.6 $1.5M -12% 12k 132.28
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General Electric Company 0.6 $1.5M +66% 57k 27.01
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United Technologies Corporation 0.6 $1.5M -4% 12k 122.15
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Broadridge Financial Solutions (BR) 0.6 $1.5M -41% 19k 75.55
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Allergan 0.6 $1.4M +263% 6.0k 243.08
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Ishares Inc etp (EWT) 0.6 $1.5M -25% 41k 35.77
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Cisco Systems (CSCO) 0.6 $1.4M -9% 46k 31.30
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United Bankshares (UBSI) 0.6 $1.4M +102% 36k 39.21
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Union Pacific Corporation (UNP) 0.6 $1.4M 13k 108.90
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iShares S&P Global Financials Sect. (IXG) 0.6 $1.4M -29% 22k 63.14
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Selective Insurance (SIGI) 0.6 $1.4M -8% 27k 50.05
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Visa (V) 0.6 $1.3M +10% 14k 93.78
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Gilead Sciences (GILD) 0.5 $1.3M +101% 18k 70.76
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Chevron Corporation (CVX) 0.5 $1.3M -18% 12k 104.36
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Merck & Co (MRK) 0.5 $1.2M -6% 18k 64.09
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Littelfuse (LFUS) 0.5 $1.2M -32% 7.0k 164.97
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Old National Ban (ONB) 0.5 $1.1M -9% 65k 17.24
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Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $1.1M -36% 24k 48.49
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Total (TTE) 0.5 $1.1M +16% 23k 49.60
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Unilever (UL) 0.5 $1.1M -23% 20k 54.12
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iShares MSCI Austria Investable Mkt (EWO) 0.5 $1.1M -11% 52k 21.25
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Novartis (NVS) 0.4 $1.1M -13% 13k 83.49
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Centene Corporation (CNC) 0.4 $1.0M -50% 13k 79.87
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Microsoft Corporation (MSFT) 0.4 $1.0M +2% 15k 68.94
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MB Financial 0.4 $1.0M -8% 23k 44.03
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At&t (T) 0.4 $1.0M -16% 27k 37.74
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Multi-Color Corporation 0.4 $1.0M -10% 13k 81.60
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iShares MSCI Sweden Index (EWD) 0.4 $1.0M -10% 30k 33.94
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Stifel Financial (SF) 0.4 $1.0M -11% 22k 46.00
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Medtronic (MDT) 0.4 $1.0M +6% 11k 88.74
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Dorman Products (DORM) 0.4 $987k -10% 12k 82.75
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Ida (IDA) 0.4 $997k -10% 12k 85.32
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Integra LifeSciences Holdings (IART) 0.4 $996k -27% 18k 54.53
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Forward Air Corporation (FWRD) 0.4 $960k -10% 18k 53.31
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Qualcomm (QCOM) 0.4 $953k +4% 17k 55.21
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UMB Financial Corporation (UMBF) 0.4 $958k -8% 13k 74.84
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iShares MSCI EMU Index (EZU) 0.4 $948k +424% 24k 40.33
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Exxon Mobil Corporation (XOM) 0.4 $915k 11k 80.69
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CACI International (CACI) 0.4 $920k -9% 7.4k 125.00
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Southside Bancshares (SBSI) 0.4 $923k -5% 26k 34.94
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American Express Company (AXP) 0.4 $887k +3% 11k 84.27
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Schlumberger (SLB) 0.4 $883k 13k 65.85
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Darling International (DAR) 0.4 $897k -52% 57k 15.73
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Anixter International 0.4 $904k -10% 12k 78.20
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ExlService Holdings (EXLS) 0.4 $884k -10% 16k 55.56
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Masimo Corporation (MASI) 0.4 $890k -20% 9.8k 91.21
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iShares Lehman MBS Bond Fund (MBB) 0.4 $887k -33% 8.3k 106.71
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Clean Harbors (CLH) 0.4 $878k -53% 16k 55.83
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United Parcel Service (UPS) 0.4 $861k -7% 7.8k 110.63
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Sensient Technologies Corporation (SXT) 0.4 $877k -10% 11k 80.51
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Barnes (B) 0.4 $875k -10% 15k 58.56
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AMN Healthcare Services (AMN) 0.4 $862k -10% 22k 39.04
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Navigant Consulting 0.4 $856k -10% 43k 19.76
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LTC Properties (LTC) 0.4 $864k -10% 17k 51.41
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Kinder Morgan (KMI) 0.4 $862k -2% 45k 19.15
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Dave & Buster's Entertainmnt (PLAY) 0.4 $876k -10% 13k 66.53
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Granite Construction (GVA) 0.3 $852k -10% 18k 48.26
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Pepsi (PEP) 0.3 $841k +11% 7.3k 115.44
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MTS Systems Corporation 0.3 $834k +3% 16k 51.83
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CalAmp (CAMP) 0.3 $835k -10% 41k 20.32
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Murphy Usa (MUSA) 0.3 $845k -52% 11k 74.11
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HSBC Holdings (HSBC) 0.3 $812k -20% 18k 46.37
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Western Union Company (WU) 0.3 $811k -58% 43k 19.05
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Philip Morris International (PM) 0.3 $831k -59% 7.1k 117.49
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IDEX Corporation (IEX) 0.3 $822k -52% 7.3k 113.01
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Education Rlty Tr New ret 0.3 $815k 21k 38.74
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BlackRock (BLK) 0.3 $786k -6% 1.9k 422.35
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Easterly Government Properti reit (DEA) 0.3 $797k -10% 38k 20.95
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Coca-Cola Company (KO) 0.3 $773k -35% 17k 44.88
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Timken Company (TKR) 0.3 $767k -59% 17k 46.28
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Trinity Industries (TRN) 0.3 $773k -53% 28k 28.04
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Proshares Tr short s&p 500 ne (SH) 0.3 $775k -33% 23k 33.51
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Franklin Electric (FELE) 0.3 $746k -10% 18k 41.43
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Hanesbrands (HBI) 0.3 $747k -50% 32k 23.15
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Tetra Tech (TTEK) 0.3 $749k -10% 16k 45.73
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Procter & Gamble Company (PG) 0.3 $753k +2% 8.6k 87.20
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Anheuser-Busch InBev NV (BUD) 0.3 $756k 6.9k 110.35
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Sykes Enterprises, Incorporated 0.3 $746k +8% 22k 33.54
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Oge Energy Corp (OGE) 0.3 $758k -53% 22k 34.79
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A. Schulman 0.3 $736k -10% 23k 32.00
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Cambrex Corporation 0.3 $736k -14% 12k 59.73
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Kforce (KFRC) 0.3 $747k 38k 19.61
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iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.3 $748k -36% 6.8k 110.16
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iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) 0.3 $746k -30% 14k 53.26
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Boeing Company (BA) 0.3 $730k -44% 3.7k 197.83
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Balchem Corporation (BCPC) 0.3 $723k -10% 9.3k 77.69
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Nexstar Broadcasting (NXST) 0.3 $716k -37% 12k 59.78
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iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.3 $727k -14% 6.6k 109.74
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General Motors Company (GM) 0.3 $730k NEW 21k 34.91
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Methode Electronics (MEI) 0.3 $710k -8% 17k 41.22
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Callon Pete Co Del Com Stk 0.3 $692k +11% 65k 10.61
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Bojangles 0.3 $702k -10% 43k 16.25
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CarMax (KMX) 0.3 $685k -24% 11k 63.05
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Thor Industries (THO) 0.3 $666k -53% 6.4k 104.45
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Home Depot (HD) 0.3 $644k -19% 4.2k 153.37
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Columbia Banking System (COLB) 0.3 $642k +4316% 16k 39.83
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Fox News 0.3 $651k NEW 23k 27.86
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Marcus & Millichap (MMI) 0.3 $656k NEW 25k 26.36
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Great Wastern Ban 0.3 $658k NEW 16k 40.83
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Starbucks Corporation (SBUX) 0.3 $623k +38% 11k 58.34
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Almost Family 0.3 $615k -10% 10k 61.67
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Flowserve Corporation (FLS) 0.3 $636k -52% 14k 46.41
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Analogic Corporation 0.3 $638k -10% 8.8k 72.63
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Vodafone Group New Adr F (VOD) 0.3 $629k -22% 22k 28.72
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Envision Healthcare 0.3 $634k -50% 10k 62.67
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Coherent 0.2 $595k -60% 2.6k 224.87
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Newfield Exploration 0.2 $593k -52% 21k 28.46
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AGCO Corporation (AGCO) 0.2 $597k -54% 8.9k 67.41
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Louisiana-Pacific Corporation (LPX) 0.2 $599k -30% 25k 24.13
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iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.2 $598k +7% 5.0k 120.54
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First Trust Ind/Prod AlphaDEX (FXR) 0.2 $596k -58% 17k 35.35
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Knowles (KN) 0.2 $600k -53% 36k 16.91
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Westrock (WRK) 0.2 $596k -48% 11k 56.63
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Msg Network Inc cl a 0.2 $606k -10% 27k 22.46
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Ihs Markit 0.2 $595k 14k 44.06
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Pfizer (PFE) 0.2 $588k -8% 18k 33.57
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Sanofi-Aventis SA (SNY) 0.2 $578k -21% 12k 47.94
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Financial Select Sector SPDR (XLF) 0.2 $586k -57% 24k 24.67
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $584k -15% 9.6k 60.93
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Koninklijke Philips Electronics NV (PHG) 0.2 $555k -35% 16k 35.87
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Sap (SAP) 0.2 $566k -18% 5.4k 104.68
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $549k -35% 1.9k 287.43
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Abb (ABBNY) 0.2 $560k -20% 23k 24.90
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British American Tobac (BTI) 0.2 $548k -22% 8.0k 68.59
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iShares Lehman 1-3 Year Treas.Bond (SHY) 0.2 $560k +5% 6.6k 84.48
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Amplify Snack Brands 0.2 $547k -10% 57k 9.64
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Broad 0.2 $545k -14% 2.3k 232.91
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American Woodmark Corporation (AMWD) 0.2 $519k -10% 5.4k 95.53
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priceline.com Incorporated 0.2 $539k -22% 288.00 1871.53
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Microsemi Corporation 0.2 $537k -11% 12k 46.80
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Cibc Cad (CM) 0.2 $528k -12% 6.5k 81.14
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Omnicell (OMCL) 0.2 $520k -10% 12k 43.12
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ING Groep (ING) 0.2 $532k -21% 31k 17.37
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Lennox International (LII) 0.2 $520k +20% 2.8k 183.62
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Genomic Health 0.2 $519k -10% 16k 32.54
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PC Connection (CNXN) 0.2 $537k +34% 20k 27.07
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Rbc Cad (RY) 0.2 $541k -8% 7.5k 72.55
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Matador Resources (MTDR) 0.2 $529k -10% 25k 21.38
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Pdc Energy 0.2 $532k +14% 12k 43.08
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Accenture (ACN) 0.2 $503k -25% 4.1k 123.59
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Lowe's Companies (LOW) 0.2 $495k -3% 6.4k 77.46
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Align Technology (ALGN) 0.2 $495k -33% 3.3k 150.09
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Potbelly (PBPB) 0.2 $499k -10% 43k 11.50
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Ollies Bargain Outlt Hldgs I (OLLI) 0.2 $505k -35% 12k 42.64
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Taiwan Semiconductor Mfg (TSM) 0.2 $475k -17% 14k 34.95
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eBay (EBAY) 0.2 $483k -28% 14k 34.95
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Danaher Corporation (DHR) 0.2 $476k +530% 5.6k 84.37
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Bce (BCE) 0.2 $491k -21% 11k 45.06
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Toyota Motor Corporation (TM) 0.2 $474k -16% 4.5k 105.05
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Sanderson Farms 0.2 $482k -29% 4.2k 115.75
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NTT DoCoMo 0.2 $482k NEW 20k 23.67
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Carpenter Technology Corporation (CRS) 0.2 $481k -10% 13k 37.44
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Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $490k NEW 6.1k 79.97
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Anthem (ELV) 0.2 $494k -28% 2.6k 188.19
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Bank Of Nt Butterfield&son L (NTB) 0.2 $492k +17% 14k 34.12
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Ilg 0.2 $473k -63% 17k 27.48
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National Grid (NGG) 0.2 $475k NEW 7.6k 62.84
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MasterCard Incorporated (MA) 0.2 $469k -32% 3.9k 121.44
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Sherwin-Williams Company (SHW) 0.2 $449k -33% 1.3k 351.33
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Sturm, Ruger & Company (RGR) 0.2 $447k NEW 7.2k 62.14
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Mercantile Bank (MBWM) 0.2 $469k -8% 15k 31.46
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Baidu (BIDU) 0.2 $463k -13% 2.6k 178.70
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Eni S.p.A. (E) 0.2 $451k -21% 15k 30.08
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Key (KEY) 0.2 $456k -15% 24k 18.73
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Vanguard Emerging Markets ETF (VWO) 0.2 $453k +21% 11k 40.79
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Paypal Holdings (PYPL) 0.2 $467k -25% 8.7k 53.67
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CSX Corporation (CSX) 0.2 $428k -32% 7.9k 54.50
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Republic Services (RSG) 0.2 $428k -12% 6.7k 63.75
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Electronic Arts (EA) 0.2 $443k -14% 4.2k 105.63
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AstraZeneca (AZN) 0.2 $444k -26% 13k 34.06
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GlaxoSmithKline 0.2 $433k -22% 10k 43.08
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Five Below (FIVE) 0.2 $444k -34% 9.0k 49.39
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Pentair cs (PNR) 0.2 $422k -57% 6.3k 66.58
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Redwood Trust (RWT) 0.2 $417k -12% 25k 17.04
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Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.2 $404k -14% 48k 8.37
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Westpac Banking Corporation 0.2 $399k -8% 17k 23.38
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ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $399k -9% 6.9k 57.78
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Marathon Petroleum Corp (MPC) 0.2 $401k NEW 7.7k 52.38
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Ambarella (AMBA) 0.2 $416k -13% 8.6k 48.50
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Cognizant Technology Solutions (CTSH) 0.2 $385k -32% 5.8k 66.40
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Ecolab (ECL) 0.2 $387k -32% 2.9k 132.67
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Fiserv (FI) 0.2 $387k -34% 3.2k 122.39
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ARGO GROUP INTERNATIONAL Holdi Com Stk 0.2 $379k NEW 6.3k 60.55
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CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $380k +4% 3.5k 109.04
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iShares Barclays TIPS Bond Fund (TIP) 0.2 $379k -51% 3.3k 113.51
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Invesco Van Kampen Dyn Cr Opp Fund 0.2 $388k -10% 32k 12.00
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iShares 10+ Year Credit Bond Fund ETF (IGLB) 0.2 $379k -33% 6.1k 61.71
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Cbre Group Inc Cl A (CBRE) 0.2 $384k -35% 11k 36.41
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Diageo (DEO) 0.1 $351k -2% 2.9k 119.88
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International Business Machines (IBM) 0.1 $367k -30% 2.4k 153.88
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iShares S&P 500 Index (IVV) 0.1 $370k NEW 1.5k 243.26
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Silicon Motion Technology (SIMO) 0.1 $354k -13% 7.3k 48.17
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Booz Allen Hamilton Holding Corporation (BAH) 0.1 $356k -53% 11k 32.56
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Abbvie (ABBV) 0.1 $372k -40% 5.1k 72.59
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Harris Corporation 0.1 $326k NEW 3.0k 109.14
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UnitedHealth (UNH) 0.1 $343k +58% 1.9k 185.31
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FactSet Research Systems (FDS) 0.1 $336k NEW 2.0k 166.42
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Oracle Corporation (ORCL) 0.1 $331k -58% 6.6k 50.09
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Verisk Analytics (VRSK) 0.1 $334k -31% 4.0k 84.28
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ON Semiconductor (ON) 0.1 $335k NEW 24k 14.04
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Transcanada Corp 0.1 $326k -21% 6.8k 47.64
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A. O. Smith Corporation (AOS) 0.1 $342k +66% 6.1k 56.26
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Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $326k NEW 3.7k 87.56
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Nuveen Mtg opportunity term (JLS) 0.1 $334k -11% 13k 25.59
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Icon (ICLR) 0.1 $340k -29% 3.5k 97.67
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Pimco Dynamic Credit Income other 0.1 $344k -11% 15k 22.32
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Zoetis Inc Cl A (ZTS) 0.1 $335k -34% 5.4k 62.47
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Ishares Tr hdg msci eafe (HEFA) 0.1 $345k NEW 12k 28.45
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New Relic 0.1 $342k -8% 8.0k 43.02
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Northstar Realty Europe 0.1 $328k NEW 26k 12.67
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Gramercy Property Trust 0.1 $338k -11% 11k 29.67
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SEI Investments Company (SEIC) 0.1 $304k -34% 5.7k 53.78
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Canadian Natl Ry (CNI) 0.1 $321k -19% 4.0k 81.00
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MainSource Financial 0.1 $321k -12% 9.6k 33.47
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Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) 0.1 $312k -10% 36k 8.60
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Jp Morgan Alerian Mlp Index (AMJ) 0.1 $313k -22% 11k 29.66
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Wpp Plc- (WPP) 0.1 $306k -27% 2.9k 105.37
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Nielsen Hldgs Plc Shs Eur 0.1 $319k NEW 8.2k 38.72
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Cummins (CMI) 0.1 $301k -33% 1.9k 162.18
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Marsh & McLennan Companies (MMC) 0.1 $300k -34% 3.8k 78.06
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Constellation Brands (STZ) 0.1 $295k -34% 1.5k 193.95
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Southwest Gas Corporation (SWX) 0.1 $280k NEW 3.8k 73.05
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Celgene Corporation 0.1 $280k +39% 2.2k 129.99
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Fresenius Medical Care AG & Co. (FMS) 0.1 $296k -15% 6.1k 48.32
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Nxp Semiconductors N V (NXPI) 0.1 $290k -32% 2.6k 109.48
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iShares S&P US Pref Stock Idx Fnd (PFF) 0.1 $294k -11% 7.5k 39.18
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Ishares Msci Japan (EWJ) 0.1 $278k +227% 5.2k 53.64
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Comcast Corporation (CMCSA) 0.1 $265k +87% 6.8k 38.93
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Caterpillar (CAT) 0.1 $271k -66% 2.5k 107.37
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Dow Chemical Company 0.1 $256k +71% 4.1k 63.05
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Nike (NKE) 0.1 $265k +315% 4.5k 59.05
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Past Filings by Independent Portfolio Consultants

SEC 13F filings are viewable for Independent Portfolio Consultants going back to 2012

View all past filings