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 +2% 141829 91.45
Chevron Corporation (CVX) 4.08 +7% 101868 116.56
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 3.92 +2% 102480 111.43
GREENHAVEN Continuous Commodity Indx Fnd (GCC) 2.96 +16% 282510 30.50
EMC Corporation (EMC) 2.62 279935 27.27
Google (GOOG) 2.47 -2% 9554 754.45
Pepsi (PEP) 2.46 101255 70.77
Cisco Systems (CSCO) 2.20 335357 19.10
QUALCOMM (QCOM) 2.15 +4% 100311 62.47
Schlumberger (SLB) 2.11 +2% 85124 72.33
AFLAC Incorporated (AFL) 2.10 +2% 127850 47.88
Walt Disney Company (DIS) 1.91 106488 52.28
Microsoft Corporation (MSFT) 1.89 185525 29.76
Covidien Plc 1.89 -2% 92780 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 +6% 103799 48.27
Sirona Dental Systems (SIRO) 1.72 +2% 88200 56.96
Expeditors International of Washington (EXPD) 1.70 +79% 136630 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 +91% 46225 104.64
TJX Companies (TJX) 1.64 -35% 106565 44.79
Lowe's Companies (LOW) 1.64 +4% 158029 30.24
Xylem 1.63 +94% 188835 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 -67% 26147 179.91
United Parcel Service (UPS) 1.54 62695 71.57
Mettler-Toledo International (MTD) 1.48 +2% 25325 170.74
Franklin Resources (BEN) 1.47 +3% 34334 125.07
Coca-cola Enterprises Inc New 1.44 +11% 134244 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 -15% 33841 98.67
iShares MSCI Emerging Markets Indx (EEM) 1.14 +16% 80260 41.33
General Electric Company (GE) 1.12 -43% 143954 22.71
Linear Technology Corporation (LLTC) 1.10 +4% 100695 31.82
iShares Russell 1000 Growth Index (IWF) 0.98 -7% 42590 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 -2% 34947 60.38
iShares MSCI EAFE Index Fund (EFA) 0.70 +34% 38385 52.99
iShares Russell 2000 Value Index (IWN) 0.67 +2% 26500 73.92
Abbott Laboratories (ABT) 0.60 -3% 25683 68.57
Gilead Sciences (GILD) 0.57 -23% 25225 66.32
salesforce (CRM) 0.52 +148% 9925 152.75
SPDR S&P; 500 ETF (SPY) 0.49 -93% 9923 144.01
Automatic Data Processing (ADP) 0.49 -16% 24287 58.67
International Business Machines (IBM) 0.49 -26% 6814 207.51
Coca-Cola Company (KO) 0.43 +99% 32808 37.92
Vanguard Emerging Markets ETF (VWO) 0.43 -80% 29995 41.71
Johnson & Johnson (JNJ) 0.41 -34% 17198 68.93
Berkshire Hathaway (BRK.B) 0.40 -30% 13149 88.22
American Express Company (AXP) 0.36 -8% 18436 56.85
Nextera Energy Inc C om 0.36 -12% 15100 70.33
PowerShares DB Com Indx Trckng Fund (DBC) 0.33 -31% 34000 28.68
SPDR Gold Trust (GLD) 0.31 5185 171.84
Oracle Corporation (ORCL) 0.30 +2% 28018 31.44
TOTAL S.A. (TOT) 0.28 +8% 16370 50.09
Pfizer (PFE) 0.27 -4% 32176 24.86
Vodafone (VOD) 0.27 +21% 27881 28.51
MSC Industrial Direct (MSM) 0.26 +6% 11230 67.50
Philip Morris International (PM) 0.26 -7% 8479 89.99
ConocoPhillips (COP) 0.25 -15% 12605 57.20
iShares Russell 1000 Value Index (IWD) 0.25 -7% 10100 72.18
SPDR Nuveen Barclays Capital Municpl Bnd (TFI) 0.25 -7% 29125 24.58
Exelon Corporation (EXC) 0.24 -82% 19651 35.57
Intel Corporation (INTC) 0.22 -2% 28558 22.66
Big Lots (BIG) 0.22 21850 29.57
AT&T; (T) 0.20 -13% 15508 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 -7% 4375 114.06
Diageo (DEO) 0.16 4102 112.63
Technology SPDR (XLK) 0.15 -35% 13850 30.83
Bristol Myers Squibb (BMY) 0.14 12404 33.78
iShares iBoxx $ High Yid Corp Bond (HYG) 0.12 +40% 3825 92.29
Vanguard Total Stock Market ETF (VTI) 0.12 NEW 4790 73.70
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.12 -46% 4310 84.45
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.12 -2% 2720 123.90
Monsanto Company (MON) 0.11 +5% 3442 90.94
Wal-Mart Stores (WMT) 0.11 -35% 4150 73.73
Digital Realty Trust (DLR) 0.11 +16% 4560 69.96
Union Pacific Corporation (UNP) 0.11 2620 118.70
Energy Transfer Partners (ETP) 0.11 +72% 7400 42.57
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.11 5575 59.91
Linkedin Corp Com 0.11 NEW 2682 120.43
FedEx Corporation (FDX) 0.09 -8% 3190 84.64
Apache Corporation (APA) 0.09 -7% 3110 86.50
Public Storage (PSA) 0.09 1900 139.39
Merck & Co (MRK) 0.09 -11% 5566 45.10
PPG Industries (PPG) 0.08 -9% 2057 114.73
Medtronic (MDT) 0.08 5135 43.04
Royal Dutch Shell (RDS.A) 0.08 -4% 3430 69.39
Applied Materials (AMAT) 0.08 -4% 20617 11.16
Energy Select Sector SPDR (XLE) 0.08 3230 73.37
iShares Lehman MBS Bond Fund (MBB) 0.08 +2% 2025 109.14
McGraw-Hill Companies (MHP) 0.07 NEW 3851 53.64
Staples (SPLS) 0.04 -55% 10670 11.53

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

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