Arthur Zaske & Associates as of March 31, 2017
Portfolio Holdings for Arthur Zaske & Associates
Arthur Zaske & Associates holds 80 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
BJ's Restaurants (BJRI) | 60.6 | $84M | 2.1M | 39.69 | |
Pepsi (PEP) | 7.1 | $9.9M | 88k | 111.86 | |
Yum! Brands (YUM) | 4.8 | $6.7M | 105k | 63.90 | |
Berkshire Hathaway (BRK.A) | 2.5 | $3.5M | 14.00 | 249857.14 | |
Yum China Holdings (YUMC) | 2.0 | $2.8M | 105k | 27.20 | |
Berkshire Hathaway (BRK.B) | 1.8 | $2.4M | 15k | 166.71 | |
WisdomTree Intl. MidCap Dividend F (DIM) | 1.5 | $2.1M | 35k | 60.17 | |
Alerian Mlp Etf | 0.9 | $1.3M | 99k | 12.71 | |
Mobileye | 0.9 | $1.2M | 20k | 61.42 | |
PowerShares Listed Private Eq. | 0.7 | $948k | 81k | 11.69 | |
Vanguard Energy ETF (VDE) | 0.6 | $862k | 8.9k | 96.72 | |
Rydex S&P MidCap 400 Pure Growth ETF | 0.6 | $827k | 6.1k | 135.57 | |
Arch Capital Group (ACGL) | 0.6 | $780k | 8.2k | 94.76 | |
iShares Russell 1000 Value Index (IWD) | 0.5 | $705k | 6.1k | 114.95 | |
iShares Russell Midcap Value Index (IWS) | 0.5 | $704k | 8.5k | 82.98 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $702k | 6.2k | 113.81 | |
General Dynamics Corporation (GD) | 0.5 | $624k | 3.3k | 187.11 | |
Coca-Cola Company (KO) | 0.4 | $538k | 13k | 42.43 | |
Apple (AAPL) | 0.4 | $549k | 3.8k | 143.72 | |
Microsoft Corporation (MSFT) | 0.3 | $492k | 7.5k | 65.86 | |
Permian Basin Royalty Trust (PBT) | 0.3 | $488k | 52k | 9.34 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $467k | 5.3k | 87.80 | |
Wells Fargo & Company (WFC) | 0.3 | $474k | 8.5k | 55.63 | |
Bank of America Corporation (BAC) | 0.3 | $453k | 19k | 23.61 | |
Home Depot (HD) | 0.3 | $454k | 3.1k | 146.93 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $459k | 3.5k | 130.03 | |
U.S. Bancorp (USB) | 0.3 | $440k | 8.5k | 51.53 | |
Baxter International (BAX) | 0.3 | $398k | 7.7k | 51.82 | |
Wal-Mart Stores (WMT) | 0.3 | $389k | 5.4k | 72.04 | |
Martin Marietta Materials (MLM) | 0.3 | $383k | 1.8k | 218.23 | |
Phillips 66 (PSX) | 0.3 | $387k | 4.9k | 79.14 | |
Walt Disney Company (DIS) | 0.3 | $374k | 3.3k | 113.33 | |
Microchip Technology (MCHP) | 0.3 | $373k | 5.1k | 73.74 | |
Goldman Sachs (GS) | 0.3 | $368k | 1.6k | 229.86 | |
Oshkosh Corporation (OSK) | 0.3 | $356k | 5.2k | 68.59 | |
Potash Corp. Of Saskatchewan I | 0.2 | $344k | 20k | 17.06 | |
Medtronic (MDT) | 0.2 | $344k | 4.3k | 80.56 | |
Ameriprise Financial (AMP) | 0.2 | $339k | 2.6k | 129.74 | |
Boeing Company (BA) | 0.2 | $340k | 1.9k | 176.81 | |
Mondelez Int (MDLZ) | 0.2 | $330k | 7.7k | 43.14 | |
Walgreen Boots Alliance (WBA) | 0.2 | $340k | 4.1k | 83.13 | |
Lennar Corporation (LEN) | 0.2 | $327k | 6.4k | 51.25 | |
Cisco Systems (CSCO) | 0.2 | $310k | 9.2k | 33.78 | |
Dow Chemical Company | 0.2 | $301k | 4.7k | 63.64 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.2 | $308k | 41k | 7.60 | |
Abbvie (ABBV) | 0.2 | $289k | 4.4k | 65.24 | |
Chubb (CB) | 0.2 | $289k | 2.1k | 136.32 | |
Unilever | 0.2 | $285k | 5.7k | 49.74 | |
Industrial SPDR (XLI) | 0.2 | $280k | 4.3k | 65.03 | |
Aqua America | 0.2 | $277k | 8.6k | 32.21 | |
SPDR KBW Bank (KBE) | 0.2 | $282k | 6.6k | 43.05 | |
Time Warner | 0.2 | $269k | 2.8k | 97.53 | |
Omega Healthcare Investors (OHI) | 0.2 | $271k | 8.2k | 32.95 | |
PPG Industries (PPG) | 0.2 | $255k | 2.4k | 104.94 | |
Novartis (NVS) | 0.2 | $256k | 3.4k | 74.27 | |
Danaher Corporation (DHR) | 0.2 | $257k | 3.0k | 85.67 | |
Pioneer Natural Resources | 0.2 | $249k | 1.3k | 186.52 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $252k | 2.5k | 102.86 | |
M&T Bank Corporation (MTB) | 0.2 | $241k | 1.6k | 154.49 | |
Archer Daniels Midland Company (ADM) | 0.2 | $233k | 5.1k | 46.14 | |
Amgen (AMGN) | 0.2 | $235k | 1.4k | 163.76 | |
Halliburton Company (HAL) | 0.2 | $233k | 4.7k | 49.31 | |
Qualcomm (QCOM) | 0.2 | $240k | 4.2k | 57.27 | |
Zions Bancorporation (ZION) | 0.2 | $237k | 5.6k | 41.99 | |
Materials SPDR (XLB) | 0.2 | $243k | 4.6k | 52.44 | |
First Republic Bank/san F (FRCB) | 0.2 | $235k | 2.5k | 93.81 | |
SPDR S&P Metals and Mining (XME) | 0.2 | $219k | 7.2k | 30.39 | |
Lockheed Martin Corporation (LMT) | 0.1 | $205k | 765.00 | 267.97 | |
Deere & Company (DE) | 0.1 | $213k | 2.0k | 108.67 | |
EQT Corporation (EQT) | 0.1 | $215k | 3.5k | 61.08 | |
Cbre Group Inc Cl A (CBRE) | 0.1 | $206k | 5.9k | 34.72 | |
Xylem (XYL) | 0.1 | $206k | 4.1k | 50.34 | |
Paypal Holdings (PYPL) | 0.1 | $204k | 4.8k | 42.95 | |
Mitsubishi UFJ Financial (MUFG) | 0.1 | $177k | 28k | 6.36 | |
AES Corporation (AES) | 0.1 | $165k | 15k | 11.18 | |
Novagold Resources Inc Cad (NG) | 0.1 | $116k | 24k | 4.85 | |
Keryx Biopharmaceuticals | 0.1 | $82k | 13k | 6.13 | |
Chesapeake Energy Corporation | 0.1 | $81k | 14k | 5.94 | |
Denbury Resources | 0.1 | $63k | 24k | 2.59 | |
Wmi Holdings | 0.0 | $22k | 15k | 1.44 |