Ashfield Capital Partners as of June 30, 2018
Portfolio Holdings for Ashfield Capital Partners
Ashfield Capital Partners holds 250 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $44M | 238k | 185.11 | |
| Align Technology (ALGN) | 3.7 | $29M | 86k | 342.14 | |
| Microsoft Corporation (MSFT) | 3.6 | $29M | 291k | 98.61 | |
| Visa (V) | 2.4 | $19M | 144k | 132.45 | |
| Intel Corporation (INTC) | 2.3 | $19M | 372k | 49.71 | |
| Amazon (AMZN) | 2.3 | $19M | 11k | 1699.76 | |
| Chevron Corporation (CVX) | 2.0 | $16M | 127k | 126.43 | |
| Alphabet Inc Class C cs (GOOG) | 2.0 | $16M | 14k | 1115.66 | |
| Home Depot (HD) | 1.9 | $15M | 77k | 195.09 | |
| Union Pacific Corporation (UNP) | 1.7 | $13M | 94k | 141.68 | |
| Alphabet Inc Class A cs (GOOGL) | 1.7 | $13M | 12k | 1129.22 | |
| Johnson & Johnson (JNJ) | 1.6 | $13M | 108k | 121.34 | |
| Accenture (ACN) | 1.6 | $13M | 78k | 163.60 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $12M | 51k | 243.81 | |
| UnitedHealth (UNH) | 1.5 | $12M | 49k | 245.34 | |
| Amgen (AMGN) | 1.3 | $11M | 58k | 184.58 | |
| Facebook Inc cl a (META) | 1.3 | $11M | 55k | 194.32 | |
| Abbvie (ABBV) | 1.3 | $10M | 112k | 92.65 | |
| Analog Devices (ADI) | 1.2 | $10M | 104k | 95.92 | |
| Vanguard High Dividend Yield ETF (VYM) | 1.2 | $10M | 120k | 83.05 | |
| 3M Company (MMM) | 1.2 | $9.8M | 50k | 196.71 | |
| Walt Disney Company (DIS) | 1.2 | $9.7M | 92k | 104.81 | |
| Costco Wholesale Corporation (COST) | 1.2 | $9.5M | 46k | 208.97 | |
| V.F. Corporation (VFC) | 1.2 | $9.5M | 117k | 81.52 | |
| Danaher Corporation (DHR) | 1.2 | $9.5M | 96k | 98.68 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $8.9M | 43k | 207.13 | |
| Caterpillar (CAT) | 1.1 | $8.5M | 63k | 135.67 | |
| Crown Castle Intl (CCI) | 1.0 | $8.0M | 74k | 107.81 | |
| Procter & Gamble Company (PG) | 1.0 | $7.7M | 98k | 78.06 | |
| Honeywell International (HON) | 0.9 | $7.6M | 53k | 144.04 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $7.4M | 73k | 101.62 | |
| BlackRock | 0.9 | $7.3M | 15k | 499.01 | |
| Cisco Systems (CSCO) | 0.9 | $7.2M | 167k | 43.03 | |
| McDonald's Corporation (MCD) | 0.9 | $7.0M | 45k | 156.69 | |
| Abbott Laboratories (ABT) | 0.8 | $6.6M | 109k | 60.99 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $6.4M | 78k | 82.74 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.4M | 74k | 85.65 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $5.4M | 106k | 51.10 | |
| Wells Fargo & Company (WFC) | 0.7 | $5.3M | 95k | 55.44 | |
| Schlumberger (SLB) | 0.7 | $5.2M | 77k | 67.03 | |
| Estee Lauder Companies (EL) | 0.6 | $5.1M | 36k | 142.70 | |
| Sherwin-Williams Company (SHW) | 0.6 | $5.1M | 12k | 407.60 | |
| Merck & Co (MRK) | 0.6 | $4.9M | 81k | 60.70 | |
| Pioneer Natural Resources | 0.6 | $4.8M | 26k | 189.23 | |
| Netflix (NFLX) | 0.6 | $4.9M | 13k | 391.39 | |
| Silicon Motion Technology (SIMO) | 0.6 | $4.8M | 91k | 52.89 | |
| Praxair | 0.6 | $4.7M | 30k | 158.16 | |
| Henry Schein (HSIC) | 0.6 | $4.7M | 65k | 72.64 | |
| Nike (NKE) | 0.6 | $4.5M | 57k | 79.68 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.6 | $4.5M | 41k | 109.81 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.6 | $4.4M | 81k | 54.09 | |
| Expeditors International of Washington (EXPD) | 0.5 | $4.3M | 59k | 73.11 | |
| Alibaba Group Holding (BABA) | 0.5 | $4.4M | 24k | 185.51 | |
| Cerner Corporation | 0.5 | $4.2M | 71k | 59.79 | |
| Stanley Black & Decker (SWK) | 0.5 | $4.2M | 32k | 132.82 | |
| Boeing Company (BA) | 0.5 | $4.3M | 13k | 335.54 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $4.2M | 30k | 140.42 | |
| Stryker Corporation (SYK) | 0.5 | $4.2M | 25k | 168.88 | |
| Booking Holdings (BKNG) | 0.5 | $4.1M | 2.0k | 2026.97 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $4.1M | 40k | 101.90 | |
| Carter's (CRI) | 0.5 | $4.0M | 37k | 108.38 | |
| Walgreen Boots Alliance | 0.5 | $3.8M | 64k | 60.01 | |
| Illinois Tool Works (ITW) | 0.5 | $3.7M | 27k | 138.54 | |
| Celgene Corporation | 0.5 | $3.8M | 48k | 79.42 | |
| Automatic Data Processing (ADP) | 0.5 | $3.7M | 28k | 134.13 | |
| General Electric Company | 0.4 | $3.4M | 253k | 13.61 | |
| American Water Works (AWK) | 0.4 | $3.4M | 40k | 85.39 | |
| FedEx Corporation (FDX) | 0.4 | $3.4M | 15k | 227.08 | |
| Pfizer (PFE) | 0.4 | $3.4M | 93k | 36.28 | |
| Red Hat | 0.4 | $3.3M | 24k | 134.39 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.4 | $3.3M | 52k | 63.14 | |
| Rockwell Collins | 0.4 | $3.1M | 23k | 134.69 | |
| Oracle Corporation (ORCL) | 0.4 | $2.8M | 65k | 44.06 | |
| Illumina (ILMN) | 0.4 | $2.9M | 11k | 279.26 | |
| AFLAC Incorporated (AFL) | 0.3 | $2.8M | 66k | 43.01 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $2.8M | 18k | 155.84 | |
| Starbucks Corporation (SBUX) | 0.3 | $2.8M | 58k | 48.85 | |
| Vanguard European ETF (VGK) | 0.3 | $2.8M | 50k | 56.13 | |
| FMC Corporation (FMC) | 0.3 | $2.7M | 31k | 89.21 | |
| Welltower Inc Com reit (WELL) | 0.3 | $2.6M | 41k | 62.70 | |
| International Business Machines (IBM) | 0.3 | $2.5M | 18k | 139.68 | |
| Express Scripts Holding | 0.3 | $2.5M | 32k | 77.22 | |
| American Express Company (AXP) | 0.3 | $2.4M | 24k | 98.00 | |
| SPDR S&P Biotech (XBI) | 0.3 | $2.4M | 26k | 95.21 | |
| At&t (T) | 0.3 | $2.3M | 73k | 32.11 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $2.3M | 35k | 66.96 | |
| TJX Companies (TJX) | 0.3 | $2.3M | 25k | 95.20 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $2.4M | 21k | 114.57 | |
| Invesco Bulletshares 2018 Corp | 0.3 | $2.3M | 108k | 21.16 | |
| Fiserv (FI) | 0.3 | $2.3M | 30k | 74.09 | |
| NVIDIA Corporation (NVDA) | 0.3 | $2.1M | 9.0k | 236.91 | |
| SYSCO Corporation (SYY) | 0.3 | $2.1M | 31k | 68.29 | |
| Dover Corporation (DOV) | 0.3 | $2.1M | 29k | 73.20 | |
| Becton, Dickinson and (BDX) | 0.3 | $2.1M | 8.7k | 239.52 | |
| Paypal Holdings (PYPL) | 0.3 | $2.1M | 25k | 83.28 | |
| Verizon Communications (VZ) | 0.2 | $2.0M | 41k | 50.30 | |
| Mettler-Toledo International (MTD) | 0.2 | $2.0M | 3.4k | 578.63 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.0M | 18k | 110.24 | |
| United Technologies Corporation | 0.2 | $2.0M | 16k | 125.05 | |
| Intuit (INTU) | 0.2 | $2.0M | 9.8k | 204.33 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $1.9M | 6.2k | 307.73 | |
| Blackstone | 0.2 | $1.9M | 58k | 32.17 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.9M | 10k | 186.64 | |
| Pepsi (PEP) | 0.2 | $1.9M | 17k | 108.86 | |
| Novartis (NVS) | 0.2 | $1.8M | 24k | 75.55 | |
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.2 | $1.8M | 40k | 43.94 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $1.7M | 21k | 78.99 | |
| Clorox Company (CLX) | 0.2 | $1.7M | 13k | 135.24 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $1.7M | 16k | 102.52 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.2 | $1.7M | 11k | 158.43 | |
| Air Products & Chemicals (APD) | 0.2 | $1.6M | 11k | 155.76 | |
| Sap (SAP) | 0.2 | $1.6M | 14k | 115.63 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $1.6M | 10k | 155.68 | |
| Goldman Sachs Etf Tr (GSLC) | 0.2 | $1.6M | 29k | 54.75 | |
| Fortive (FTV) | 0.2 | $1.6M | 20k | 77.13 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | 15k | 104.17 | |
| Ameriprise Financial (AMP) | 0.2 | $1.6M | 11k | 139.89 | |
| Franklin Resources (BEN) | 0.2 | $1.5M | 48k | 32.04 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.5M | 14k | 105.36 | |
| Anadarko Petroleum Corporation | 0.2 | $1.5M | 21k | 73.25 | |
| General Mills (GIS) | 0.2 | $1.5M | 35k | 44.27 | |
| Philip Morris International (PM) | 0.2 | $1.6M | 19k | 80.76 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $1.5M | 18k | 81.46 | |
| Ferrari Nv Ord (RACE) | 0.2 | $1.5M | 11k | 135.05 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.4M | 26k | 55.34 | |
| Rockwell Automation (ROK) | 0.2 | $1.4M | 8.7k | 166.25 | |
| iShares Barclays Agency Bond Fund (AGZ) | 0.2 | $1.5M | 13k | 111.42 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $1.3M | 32k | 42.20 | |
| Invesco Bulletshares 2019 Corp | 0.2 | $1.4M | 65k | 21.00 | |
| Altria (MO) | 0.2 | $1.3M | 23k | 56.80 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $1.2M | 16k | 78.23 | |
| Alliant Energy Corporation (LNT) | 0.1 | $1.2M | 29k | 42.31 | |
| Duke Energy (DUK) | 0.1 | $1.2M | 15k | 79.09 | |
| Global X Fds glb x lithium (LIT) | 0.1 | $1.2M | 37k | 32.52 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $1.1M | 11k | 106.22 | |
| Telus Ord (TU) | 0.1 | $1.1M | 32k | 35.52 | |
| Dowdupont | 0.1 | $1.1M | 16k | 65.91 | |
| Invesco Bulletshares 2020 Corp | 0.1 | $1.1M | 54k | 21.06 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $1.1M | 13k | 83.43 | |
| Xilinx | 0.1 | $1.1M | 16k | 65.27 | |
| Jacobs Engineering | 0.1 | $1.0M | 16k | 63.47 | |
| Lam Research Corporation | 0.1 | $1.0M | 6.0k | 172.78 | |
| Deere & Company (DE) | 0.1 | $961k | 6.9k | 139.84 | |
| Lowe's Companies (LOW) | 0.1 | $940k | 9.8k | 95.62 | |
| Enbridge (ENB) | 0.1 | $973k | 27k | 35.69 | |
| Raymond James Financial (RJF) | 0.1 | $928k | 10k | 89.32 | |
| Tesla Motors (TSLA) | 0.1 | $923k | 2.7k | 343.12 | |
| Comcast Corporation (CMCSA) | 0.1 | $871k | 27k | 32.79 | |
| State Street Corporation (STT) | 0.1 | $921k | 9.9k | 93.07 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $895k | 11k | 83.72 | |
| Varian Medical Systems | 0.1 | $885k | 7.8k | 113.69 | |
| Consolidated Edison (ED) | 0.1 | $823k | 11k | 77.97 | |
| Emerson Electric (EMR) | 0.1 | $800k | 12k | 69.14 | |
| Bce (BCE) | 0.1 | $823k | 20k | 40.51 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $822k | 22k | 37.71 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.1 | $787k | 12k | 65.86 | |
| Invesco Bulletshares 2021 Corp | 0.1 | $834k | 40k | 20.76 | |
| SEI Investments Company (SEIC) | 0.1 | $688k | 11k | 62.50 | |
| Ecolab (ECL) | 0.1 | $689k | 4.9k | 140.30 | |
| H&R Block (HRB) | 0.1 | $683k | 30k | 22.77 | |
| T. Rowe Price (TROW) | 0.1 | $743k | 6.4k | 116.09 | |
| Akamai Technologies (AKAM) | 0.1 | $689k | 9.4k | 73.22 | |
| Royal Dutch Shell | 0.1 | $718k | 10k | 69.21 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $738k | 9.1k | 81.02 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $716k | 6.5k | 109.93 | |
| Alerian Mlp Etf | 0.1 | $703k | 70k | 10.09 | |
| Aware (AWRE) | 0.1 | $729k | 180k | 4.05 | |
| Ambev Sa- (ABEV) | 0.1 | $702k | 152k | 4.63 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $712k | 4.2k | 171.57 | |
| Invesco Financial Preferred Et other (PGF) | 0.1 | $757k | 41k | 18.46 | |
| Coca-Cola Company (KO) | 0.1 | $635k | 15k | 43.88 | |
| Colgate-Palmolive Company (CL) | 0.1 | $642k | 9.9k | 64.80 | |
| Cintas Corporation (CTAS) | 0.1 | $630k | 3.4k | 184.97 | |
| Omni (OMC) | 0.1 | $670k | 8.8k | 76.24 | |
| American States Water Company (AWR) | 0.1 | $668k | 12k | 57.15 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $654k | 8.9k | 73.40 | |
| Mondelez Int (MDLZ) | 0.1 | $642k | 16k | 40.99 | |
| Invesco Taxable Municipal Bond otr (BAB) | 0.1 | $653k | 22k | 29.62 | |
| Apergy Corp | 0.1 | $601k | 14k | 41.72 | |
| Aetna | 0.1 | $591k | 3.2k | 183.65 | |
| ConocoPhillips (COP) | 0.1 | $581k | 8.3k | 69.67 | |
| Tor Dom Bk Cad (TD) | 0.1 | $522k | 9.0k | 57.89 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $536k | 4.3k | 124.65 | |
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $564k | 13k | 42.89 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $595k | 7.0k | 85.13 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $522k | 3.3k | 157.56 | |
| Prologis (PLD) | 0.1 | $551k | 8.4k | 65.63 | |
| Invesco Exch Trd Slf Idx Fd Tr | 0.1 | $578k | 23k | 25.10 | |
| Broadridge Financial Solutions (BR) | 0.1 | $480k | 4.2k | 115.22 | |
| U.S. Bancorp (USB) | 0.1 | $456k | 9.1k | 50.05 | |
| Harris Corporation | 0.1 | $482k | 3.3k | 144.53 | |
| Helmerich & Payne (HP) | 0.1 | $519k | 8.1k | 63.71 | |
| eBay (EBAY) | 0.1 | $474k | 13k | 36.26 | |
| SPDR S&P Dividend (SDY) | 0.1 | $482k | 5.2k | 92.69 | |
| Goldman Sachs Mlp Energy Ren | 0.1 | $488k | 80k | 6.14 | |
| BP (BP) | 0.1 | $411k | 9.0k | 45.68 | |
| Bank of America Corporation (BAC) | 0.1 | $440k | 16k | 28.18 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $407k | 1.5k | 271.33 | |
| Las Vegas Sands (LVS) | 0.1 | $413k | 5.4k | 76.41 | |
| Williams-Sonoma (WSM) | 0.1 | $407k | 6.6k | 61.42 | |
| Allstate Corporation (ALL) | 0.1 | $417k | 4.6k | 91.31 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $438k | 5.3k | 81.90 | |
| Nextera Energy (NEE) | 0.1 | $385k | 2.3k | 167.17 | |
| Fastenal Company (FAST) | 0.1 | $417k | 8.7k | 48.16 | |
| Cimarex Energy | 0.1 | $392k | 3.9k | 101.66 | |
| Flowserve Corporation (FLS) | 0.1 | $407k | 10k | 40.41 | |
| VMware | 0.1 | $402k | 2.7k | 146.82 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $364k | 7.0k | 51.81 | |
| Vanguard Growth ETF (VUG) | 0.1 | $431k | 2.9k | 149.91 | |
| First Tr Exch Trd Alpha Fd I europe alpha (FEP) | 0.1 | $412k | 11k | 38.41 | |
| Chubb (CB) | 0.1 | $397k | 3.1k | 127.04 | |
| MasterCard Incorporated (MA) | 0.0 | $299k | 1.5k | 196.84 | |
| Moody's Corporation (MCO) | 0.0 | $302k | 1.8k | 170.72 | |
| CSX Corporation (CSX) | 0.0 | $287k | 4.5k | 63.78 | |
| Clean Harbors (CLH) | 0.0 | $329k | 5.9k | 55.57 | |
| Dominion Resources (D) | 0.0 | $314k | 4.6k | 68.29 | |
| Paychex (PAYX) | 0.0 | $322k | 4.7k | 68.41 | |
| Simpson Manufacturing (SSD) | 0.0 | $332k | 5.3k | 62.16 | |
| Raytheon Company | 0.0 | $314k | 1.6k | 193.35 | |
| Halliburton Company (HAL) | 0.0 | $345k | 7.7k | 45.09 | |
| Qualcomm (QCOM) | 0.0 | $307k | 5.5k | 56.20 | |
| Biogen Idec (BIIB) | 0.0 | $296k | 1.0k | 290.48 | |
| Robert Half International (RHI) | 0.0 | $335k | 5.2k | 65.05 | |
| iShares S&P Asia 50 Index Fund (AIA) | 0.0 | $314k | 5.0k | 62.80 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $355k | 3.5k | 101.43 | |
| Wageworks | 0.0 | $355k | 7.1k | 49.96 | |
| Evergy (EVRG) | 0.0 | $309k | 5.5k | 56.06 | |
| Bscm etf | 0.0 | $346k | 17k | 20.68 | |
| E TRADE Financial Corporation | 0.0 | $277k | 4.5k | 61.23 | |
| Corning Incorporated (GLW) | 0.0 | $275k | 10k | 27.50 | |
| Cme (CME) | 0.0 | $235k | 1.4k | 163.76 | |
| Western Union Company (WU) | 0.0 | $210k | 10k | 20.32 | |
| Eli Lilly & Co. (LLY) | 0.0 | $207k | 2.4k | 85.26 | |
| Health Care SPDR (XLV) | 0.0 | $253k | 3.0k | 83.50 | |
| Norfolk Southern (NSC) | 0.0 | $210k | 1.4k | 150.97 | |
| Darden Restaurants (DRI) | 0.0 | $242k | 2.3k | 107.13 | |
| AmerisourceBergen (COR) | 0.0 | $204k | 2.4k | 85.36 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $248k | 4.0k | 61.94 | |
| Kellogg Company (K) | 0.0 | $228k | 3.3k | 69.77 | |
| Southwest Gas Corporation (SWX) | 0.0 | $209k | 2.7k | 76.39 | |
| CenterPoint Energy (CNP) | 0.0 | $236k | 8.5k | 27.76 | |
| Hormel Foods Corporation (HRL) | 0.0 | $216k | 5.8k | 37.22 | |
| Rbc Cad (RY) | 0.0 | $211k | 2.8k | 75.36 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $256k | 2.2k | 115.84 | |
| Monroe Cap (MRCC) | 0.0 | $279k | 21k | 13.50 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $201k | 8.3k | 24.32 | |
| Cdk Global Inc equities | 0.0 | $229k | 3.5k | 65.13 | |
| Hp (HPQ) | 0.0 | $236k | 10k | 22.69 | |
| Dentsply Sirona (XRAY) | 0.0 | $260k | 5.9k | 43.79 | |
| Vaneck Vectors Etf Tr high income infr | 0.0 | $218k | 17k | 12.62 |