Mt. Eden Investment Advisors

Latest statistics and disclosures from Mt. Eden Investment Advisors's latest quarterly 13F-HR filing:

Companies in the Mt. Eden Investment Advisors portfolio as of September 2012 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Exxon Mobil Corporation (XOM) 4.45 141829 +2% 91.45
Chevron Corporation (CVX) 4.08 101868 +7% 116.56
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 3.92 102480 +2% 111.43
GREENHAVEN Continuous Commodity Indx Fnd (GCC) 2.96 282510 +16% 30.50
EMC Corporation (EMC) 2.62 279935 27.27
Google (GOOG) 2.47 9554 -2% 754.45
Pepsi (PEP) 2.46 101255 70.77
Cisco Systems (CSCO) 2.20 335357 19.10
QUALCOMM (QCOM) 2.15 100311 +4% 62.47
Schlumberger (SLB) 2.11 85124 +2% 72.33
AFLAC Incorporated (AFL) 2.10 127850 +2% 47.88
Walt Disney Company (DIS) 1.91 106488 52.28
Microsoft Corporation (MSFT) 1.89 185525 29.76
Covidien Plc 1.89 92780 -2% 59.42
Western Union Company (WU) 1.87 299751 18.22
Costco Wholesale Corporation (COST) 1.83 53291 100.17
Jacobs Engineering (JEC) 1.76 126970 40.43
Materials SPDR (XLB) 1.73 137020 36.80
Wells Fargo & Company (WFC) 1.72 145012 34.53
Emerson Electric (EMR) 1.72 103799 +6% 48.27
Sirona Dental Systems (SIRO) 1.72 88200 +2% 56.96
Expeditors International of Washington (EXPD) 1.70 136630 +79% 36.35
Colgate-Palmolive Company (CL) 1.68 45725 107.23
State Street Corporation (STT) 1.67 115775 41.96
F5 Networks (FFIV) 1.66 46225 +91% 104.64
TJX Companies (TJX) 1.64 106565 -35% 44.79
Lowe's Companies (LOW) 1.64 158029 +4% 30.24
Xylem 1.63 188835 +94% 25.15
Church & Dwight (CHD) 1.62 87406 53.99
Progressive Corporation (PGR) 1.61 226851 20.74
SPDR S&P; MidCap 400 ETF (MDY) 1.61 26147 -67% 179.91
United Parcel Service (UPS) 1.54 62695 71.57
Mettler-Toledo International (MTD) 1.48 25325 +2% 170.74
Franklin Resources (BEN) 1.47 34334 +3% 125.07
Coca-cola Enterprises Inc New 1.44 134244 +11% 31.27
EOG Resources (EOG) 1.43 37255 112.04
Baker Hughes Incorporated (BHI) 1.37 88296 45.23
Novartis AG (NVS) 1.35 64113 61.27
McDonald's Corporation (MCD) 1.24 39476 91.75
iShares S&P; MidCap 400 Index (IJH) 1.15 33841 -15% 98.67
iShares MSCI Emerging Markets Indx (EEM) 1.14 80260 +16% 41.33
General Electric Company (GE) 1.12 143954 -43% 22.71
Linear Technology Corporation (LLTC) 1.10 100695 +4% 31.82
iShares Russell 1000 Growth Index (IWF) 0.98 42590 -7% 66.71
Apple (AAPL) 0.96 4193 667.06
Procter & Gamble Company (PG) 0.74 30954 69.35
U.S. Ban (USB) 0.72 60995 34.30
Home Depot (HD) 0.72 34947 -2% 60.38
iShares MSCI EAFE Index Fund (EFA) 0.70 38385 +34% 52.99
iShares Russell 2000 Value Index (IWN) 0.67 26500 +2% 73.92
Abbott Laboratories (ABT) 0.60 25683 -3% 68.57
Gilead Sciences (GILD) 0.57 25225 -23% 66.32
salesforce (CRM) 0.52 9925 +148% 152.75
SPDR S&P; 500 ETF (SPY) 0.49 9923 -93% 144.01
Automatic Data Processing (ADP) 0.49 24287 -16% 58.67
International Business Machines (IBM) 0.49 6814 -26% 207.51
Coca-Cola Company (KO) 0.43 32808 +99% 37.92
Vanguard Emerging Markets ETF (VWO) 0.43 29995 -80% 41.71
Johnson & Johnson (JNJ) 0.41 17198 -34% 68.93
Berkshire Hathaway (BRK.B) 0.40 13149 -30% 88.22
American Express Company (AXP) 0.36 18436 -8% 56.85
Nextera Energy Inc C om 0.36 15100 -12% 70.33
PowerShares DB Com Indx Trckng Fund (DBC) 0.33 34000 -31% 28.68
SPDR Gold Trust (GLD) 0.31 5185 171.84
Oracle Corporation (ORCL) 0.30 28018 +2% 31.44
TOTAL S.A. (TOT) 0.28 16370 +8% 50.09
Pfizer (PFE) 0.27 32176 -4% 24.86
Vodafone (VOD) 0.27 27881 +21% 28.51
MSC Industrial Direct (MSM) 0.26 11230 +6% 67.50
Philip Morris International (PM) 0.26 8479 -7% 89.99
ConocoPhillips (COP) 0.25 12605 -15% 57.20
iShares Russell 1000 Value Index (IWD) 0.25 10100 -7% 72.18
SPDR Nuveen Barclays Capital Municpl Bnd (TFI) 0.25 29125 -7% 24.58
Exelon Corporation (EXC) 0.24 19651 -82% 35.57
Intel Corporation (INTC) 0.22 28558 -2% 22.66
Big Lots (BIG) 0.22 21850 29.57
AT&T; (T) 0.20 15508 -13% 37.72
Praxair (PX) 0.18 4924 103.98
United Technologies Corporation (UTX) 0.17 6165 78.34
iShares Barclays Agency Bond Fund (AGZ) 0.17 4375 -7% 114.06
Diageo (DEO) 0.16 4102 112.63
Technology SPDR (XLK) 0.15 13850 -35% 30.83
Bristol Myers Squibb (BMY) 0.14 12404 33.78
iShares iBoxx $ High Yid Corp Bond (HYG) 0.12 3825 +40% 92.29
Vanguard Total Stock Market ETF (VTI) 0.12 4790 NEW 73.70
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.12 4310 -46% 84.45
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.12 2720 -2% 123.90
Monsanto Company (MON) 0.11 3442 +5% 90.94
Wal-Mart Stores (WMT) 0.11 4150 -35% 73.73
Digital Realty Trust (DLR) 0.11 4560 +16% 69.96
Union Pacific Corporation (UNP) 0.11 2620 118.70
Energy Transfer Partners (ETP) 0.11 7400 +72% 42.57
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.11 5575 59.91
Linkedin Corp Com 0.11 2682 NEW 120.43
FedEx Corporation (FDX) 0.09 3190 -8% 84.64
Apache Corporation (APA) 0.09 3110 -7% 86.50
Public Storage (PSA) 0.09 1900 139.39
Merck & Co (MRK) 0.09 5566 -11% 45.10
PPG Industries (PPG) 0.08 2057 -9% 114.73
Medtronic (MDT) 0.08 5135 43.04
Royal Dutch Shell (RDS.A) 0.08 3430 -4% 69.39
Applied Materials (AMAT) 0.08 20617 -4% 11.16
Energy Select Sector SPDR (XLE) 0.08 3230 73.37
iShares Lehman MBS Bond Fund (MBB) 0.08 2025 +2% 109.14
McGraw-Hill Companies (MHP) 0.07 3851 NEW 53.64
Staples (SPLS) 0.04 10670 -55% 11.53

Past 13F-HR SEC Filings by Mt. Eden Investment Advisors

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