Adalta Capital Management as of Dec. 31, 2018
Portfolio Holdings for Adalta Capital Management
Adalta Capital Management holds 70 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.9 | $8.4M | 83k | 101.54 | |
| Woodward Governor Company (WWD) | 5.5 | $5.8M | 79k | 74.26 | |
| Merck & Co (MRK) | 5.4 | $5.8M | 75k | 76.95 | |
| Home Depot (HD) | 4.6 | $5.0M | 29k | 171.43 | |
| JPMorgan Chase & Co. (JPM) | 4.5 | $4.9M | 50k | 97.84 | |
| Union Pacific Corporation (UNP) | 4.2 | $4.5M | 32k | 138.26 | |
| Brookfield Asset Management | 4.0 | $4.3M | 112k | 38.33 | |
| USG Corporation | 3.6 | $3.9M | 91k | 42.57 | |
| Boeing Company (BA) | 3.5 | $3.7M | 12k | 322.47 | |
| American Express Company (AXP) | 3.1 | $3.4M | 35k | 95.38 | |
| Blackstone | 3.1 | $3.3M | 111k | 29.67 | |
| Qualcomm (QCOM) | 2.8 | $3.0M | 53k | 56.94 | |
| Alibaba Group Holding (BABA) | 2.8 | $3.0M | 22k | 137.09 | |
| Markel Corporation (MKL) | 2.7 | $2.9M | 2.8k | 1037.93 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $2.9M | 2.8k | 1042.86 | |
| Blackstone Mtg Tr (BXMT) | 2.5 | $2.7M | 84k | 32.53 | |
| Chevron Corporation (CVX) | 2.1 | $2.2M | 21k | 108.89 | |
| Cisco Systems (CSCO) | 2.1 | $2.2M | 52k | 43.32 | |
| Wayfair (W) | 2.0 | $2.1M | 23k | 90.19 | |
| Johnson & Johnson (JNJ) | 1.9 | $2.0M | 16k | 129.09 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $1.8M | 1.7k | 1035.71 | |
| Weyerhaeuser Company (WY) | 1.5 | $1.6M | 72k | 22.22 | |
| Schlumberger (SLB) | 1.5 | $1.6M | 44k | 36.57 | |
| Canadian Natl Ry (CNI) | 1.4 | $1.5M | 20k | 74.00 | |
| Wells Fargo & Company (WFC) | 1.3 | $1.4M | 31k | 46.09 | |
| Teradyne (TER) | 1.2 | $1.3M | 43k | 30.00 | |
| Oneok (OKE) | 1.1 | $1.2M | 21k | 53.94 | |
| Bristol Myers Squibb (BMY) | 1.0 | $1.1M | 20k | 51.80 | |
| Matador Resources (MTDR) | 0.9 | $1.0M | 61k | 16.67 | |
| Philip Morris International (PM) | 0.9 | $1.0M | 15k | 68.00 | |
| Baxter International (BAX) | 0.9 | $960k | 16k | 60.00 | |
| Enbridge (ENB) | 0.9 | $917k | 30k | 30.73 | |
| Nextera Energy (NEE) | 0.7 | $777k | 4.5k | 173.21 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.7 | $747k | 11k | 70.84 | |
| Box Inc cl a (BOX) | 0.7 | $739k | 46k | 16.00 | |
| Fiat Chrysler Auto | 0.6 | $688k | 52k | 13.33 | |
| Baidu (BIDU) | 0.6 | $677k | 4.3k | 158.51 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $630k | 9.2k | 68.21 | |
| Obsidian Energy | 0.6 | $632k | 1.6M | 0.40 | |
| Consolidated Edison (ED) | 0.6 | $614k | 8.1k | 76.00 | |
| Apple (AAPL) | 0.5 | $575k | 3.6k | 157.66 | |
| Arch Capital Group (ACGL) | 0.5 | $572k | 21k | 26.72 | |
| Verizon Communications (VZ) | 0.5 | $538k | 9.8k | 55.00 | |
| STMicroelectronics (STM) | 0.5 | $538k | 39k | 13.87 | |
| Colgate-Palmolive Company (CL) | 0.5 | $515k | 8.7k | 59.47 | |
| Teva Pharmaceutical Industries (TEVA) | 0.5 | $506k | 33k | 15.43 | |
| Gtt Communications | 0.4 | $466k | 20k | 23.67 | |
| CenturyLink | 0.4 | $422k | 30k | 14.08 | |
| Baozun (BZUN) | 0.4 | $421k | 14k | 29.24 | |
| Honeywell International (HON) | 0.4 | $411k | 3.1k | 131.98 | |
| Dover Corporation (DOV) | 0.4 | $402k | 5.7k | 71.11 | |
| Momo | 0.4 | $404k | 17k | 23.76 | |
| Devon Energy Corporation (DVN) | 0.4 | $400k | 17k | 24.00 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.4 | $398k | 15k | 25.91 | |
| Yelp Inc cl a (YELP) | 0.3 | $377k | 13k | 30.00 | |
| Procter & Gamble Company (PG) | 0.3 | $340k | 3.7k | 92.93 | |
| Nutanix Inc cl a (NTNX) | 0.3 | $338k | 8.1k | 41.65 | |
| RadNet (RDNT) | 0.3 | $331k | 33k | 10.16 | |
| Apollo Global Management Lp cl a | 0.3 | $281k | 12k | 24.54 | |
| Enstar Group (ESGR) | 0.2 | $263k | 1.6k | 167.30 | |
| Oaktree Cap | 0.2 | $266k | 6.7k | 39.78 | |
| Biogen Idec (BIIB) | 0.2 | $241k | 800.00 | 301.25 | |
| At&t (T) | 0.2 | $239k | 8.4k | 28.50 | |
| Laboratory Corp. of America Holdings | 0.2 | $215k | 1.7k | 126.10 | |
| Symantec Corporation | 0.2 | $217k | 12k | 18.87 | |
| Martin Marietta Materials (MLM) | 0.2 | $206k | 1.2k | 171.67 | |
| Estre Ambiental (ESTRF) | 0.1 | $78k | 56k | 1.39 | |
| Energy Fuels (UUUU) | 0.0 | $29k | 10k | 2.90 | |
| Agrofresh Solutions wts feb 19 19 | 0.0 | $10k | 65k | 0.16 | |
| Estre Ambiental Inc *w exp 12/21/202 (ESTWF) | 0.0 | $0 | 14k | 0.00 |