T. Montgomery Jones
Latest statistics and disclosures from Fcm Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, GOOGL, GOOG, ISRG, CTSH, and represent 69.41% of Fcm Investments's stock portfolio.
- Added to shares of these 2 stocks: ISRG, NKE.
- Started 1 new stock position in NKE.
- Reduced shares in these 10 stocks: GLD, HDB, BABA, BIDU, GOOGL, GOOG, CTSH, CPRT, PAYC, Celgene Corporation.
- Sold out of its positions in BABA, BIDU, HDB.
- Fcm Investments was a net seller of stock by $-11M.
- Fcm Investments has $70M in assets under management (AUM), dropping by -16.87%.
- Central Index Key (CIK): 0001061187
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Portfolio Holdings for Fcm Investments
Fcm Investments holds 32 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Gold Trust (GLD) | 38.8 | $27M | -10% | 220k | 123.65 |
|
| Alphabet Inc Class A cs (GOOGL) | 8.6 | $6.0M | -10% | 5.7k | 1053.42 |
|
| Alphabet Inc Class C cs (GOOG) | 7.9 | $5.5M | -10% | 5.3k | 1046.43 |
|
| Intuitive Surgical (ISRG) | 7.5 | $5.3M | +166% | 14k | 364.93 |
|
| Cognizant Technology Solutions (CTSH) | 6.6 | $4.6M | -11% | 65k | 71.02 |
|
| Copart (CPRT) | 5.7 | $4.0M | -10% | 93k | 43.19 |
|
| Paycom Software (PAYC) | 5.2 | $3.7M | -10% | 46k | 80.33 |
|
| Celgene Corporation | 5.0 | $3.5M | -10% | 33k | 104.35 |
|
| Healthequity (HQY) | 4.4 | $3.1M | -9% | 66k | 46.66 |
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 4.1 | $2.9M | -10% | 28k | 103.61 |
|
| Healthcare Services (HCSG) | 3.6 | $2.5M | -12% | 48k | 52.72 |
|
| Microsoft Corporation (MSFT) | 0.5 | $342k | 4.0k | 85.50 |
|
|
| State Street Corporation (STT) | 0.2 | $151k | 1.6k | 97.42 |
|
|
| Apple (AAPL) | 0.2 | $144k | 850.00 | 169.41 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $133k | 950.00 | 140.00 |
|
|
| Boeing Company (BA) | 0.2 | $118k | 400.00 | 295.00 |
|
|
| Danaher Corporation (DHR) | 0.1 | $107k | 1.2k | 93.04 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $89k | 666.00 | 133.63 |
|
|
| Intel Corporation (INTC) | 0.1 | $88k | 1.9k | 46.32 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $85k | 1.3k | 65.38 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $67k | 800.00 | 83.75 |
|
|
| Buckeye Partners | 0.1 | $69k | 1.4k | 49.29 |
|
|
| Nike (NKE) | 0.1 | $63k | NEW | 1.0k | 63.00 |
|
| Cisco Systems (CSCO) | 0.1 | $56k | 1.5k | 38.46 |
|
|
| GlaxoSmithKline | 0.1 | $48k | 1.4k | 35.56 |
|
|
| Bce (BCE) | 0.1 | $48k | 1.0k | 48.00 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $34k | 600.00 | 56.67 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $37k | 610.00 | 60.66 |
|
|
| Visa (V) | 0.1 | $34k | 300.00 | 113.33 |
|
|
| At&t (T) | 0.0 | $21k | 550.00 | 38.18 |
|
|
| Verizon Communications (VZ) | 0.0 | $24k | 460.00 | 52.17 |
|
|
| Enbridge Energy Partners | 0.0 | $14k | 1.0k | 14.00 |
|
Past Filings by Fcm Investments
SEC 13F filings are viewable for Fcm Investments going back to 2010
- Fcm Investments 2017 Q4 filed Jan. 17, 2018
- Fcm Investments 2017 Q3 filed Oct. 17, 2017
- Fcm Investments 2017 Q2 filed July 28, 2017
- Fcm Investments 2017 Q1 filed April 26, 2017
- Fcm Investments 2016 Q4 filed Jan. 19, 2017
- Fcm Investments 2016 Q3 filed Oct. 12, 2016
- Fcm Investments 2016 Q2 filed July 20, 2016
- Fcm Investments 2016 Q1 filed April 25, 2016
- Fcm Investments 2015 Q4 filed Jan. 25, 2016
- Fcm Investments 2015 Q3 filed Oct. 13, 2015
- Fcm Investments 2015 Q2 filed July 13, 2015
- Fcm Investments 2015 Q1 filed April 13, 2015
- Fcm Investments 2014 Q4 filed Jan. 23, 2015
- Fcm Investments 2014 Q3 filed Oct. 21, 2014
- Fcm Investments 2014 Q2 filed July 17, 2014
- Fcm Investments 2014 Q1 filed April 22, 2014