Ashfield Capital Partners as of Sept. 30, 2018
Portfolio Holdings for Ashfield Capital Partners
Ashfield Capital Partners holds 247 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $53M | 235k | 225.74 | |
| Microsoft Corporation (MSFT) | 4.1 | $37M | 319k | 114.37 | |
| Align Technology (ALGN) | 3.8 | $34M | 86k | 391.22 | |
| Amazon (AMZN) | 2.9 | $26M | 13k | 2002.98 | |
| Visa (V) | 2.5 | $22M | 145k | 150.09 | |
| Intel Corporation (INTC) | 1.9 | $17M | 362k | 47.29 | |
| UnitedHealth (UNH) | 1.8 | $16M | 62k | 266.03 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $16M | 14k | 1193.46 | |
| Home Depot (HD) | 1.8 | $16M | 76k | 207.15 | |
| Chevron Corporation (CVX) | 1.7 | $16M | 127k | 122.28 | |
| Union Pacific Corporation (UNP) | 1.7 | $15M | 92k | 162.83 | |
| Johnson & Johnson (JNJ) | 1.6 | $15M | 106k | 138.17 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $14M | 11k | 1207.11 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $14M | 50k | 269.95 | |
| Illumina (ILMN) | 1.5 | $13M | 36k | 367.06 | |
| V.F. Corporation (VFC) | 1.4 | $13M | 138k | 93.45 | |
| Accenture (ACN) | 1.4 | $13M | 75k | 170.21 | |
| NVIDIA Corporation (NVDA) | 1.4 | $12M | 43k | 281.01 | |
| Caterpillar (CAT) | 1.3 | $12M | 78k | 152.49 | |
| Amgen (AMGN) | 1.3 | $12M | 57k | 207.28 | |
| Costco Wholesale Corporation (COST) | 1.3 | $11M | 48k | 234.87 | |
| Cisco Systems (CSCO) | 1.3 | $11M | 233k | 48.65 | |
| Abbvie (ABBV) | 1.2 | $11M | 117k | 94.58 | |
| Walt Disney Company (DIS) | 1.2 | $11M | 92k | 116.94 | |
| Vanguard High Dividend Yield ETF (VYM) | 1.2 | $11M | 121k | 87.09 | |
| 3M Company (MMM) | 1.2 | $10M | 50k | 210.70 | |
| Danaher Corporation (DHR) | 1.1 | $10M | 95k | 108.66 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $10M | 42k | 244.08 | |
| Analog Devices (ADI) | 1.1 | $9.9M | 107k | 92.46 | |
| Facebook Inc cl a (META) | 1.0 | $9.2M | 56k | 164.45 | |
| Crown Castle Intl (CCI) | 1.0 | $9.3M | 83k | 111.34 | |
| Honeywell International (HON) | 1.0 | $8.6M | 52k | 166.40 | |
| Procter & Gamble Company (PG) | 0.9 | $8.2M | 98k | 83.23 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $8.1M | 73k | 110.70 | |
| Abbott Laboratories (ABT) | 0.9 | $8.0M | 109k | 73.36 | |
| McDonald's Corporation (MCD) | 0.8 | $7.4M | 44k | 167.30 | |
| BlackRock | 0.8 | $6.9M | 15k | 471.33 | |
| Wal-Mart Stores (WMT) | 0.8 | $6.7M | 72k | 93.90 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $6.4M | 75k | 85.02 | |
| Boeing Company (BA) | 0.7 | $6.2M | 17k | 371.89 | |
| Merck & Co (MRK) | 0.7 | $5.8M | 81k | 70.94 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $5.6M | 114k | 49.15 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.6 | $5.5M | 102k | 54.00 | |
| Sherwin-Williams Company (SHW) | 0.6 | $5.5M | 12k | 455.21 | |
| Henry Schein (HSIC) | 0.6 | $5.4M | 64k | 85.03 | |
| Wells Fargo & Company (WFC) | 0.6 | $5.0M | 94k | 52.56 | |
| Estee Lauder Companies (EL) | 0.6 | $5.0M | 35k | 145.31 | |
| Silicon Motion Technology (SIMO) | 0.5 | $4.8M | 90k | 53.70 | |
| Nike (NKE) | 0.5 | $4.8M | 56k | 84.72 | |
| Praxair | 0.5 | $4.8M | 30k | 160.74 | |
| Pioneer Natural Resources | 0.5 | $4.7M | 27k | 174.20 | |
| Netflix (NFLX) | 0.5 | $4.6M | 12k | 374.13 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $4.6M | 38k | 121.94 | |
| FedEx Corporation (FDX) | 0.5 | $4.6M | 19k | 240.79 | |
| Stanley Black & Decker (SWK) | 0.5 | $4.5M | 31k | 146.44 | |
| Schlumberger (SLB) | 0.5 | $4.5M | 74k | 60.93 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $4.5M | 30k | 149.66 | |
| Cerner Corporation | 0.5 | $4.3M | 67k | 64.41 | |
| Stryker Corporation (SYK) | 0.5 | $4.3M | 24k | 177.67 | |
| Expeditors International of Washington (EXPD) | 0.5 | $4.3M | 59k | 73.52 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $4.2M | 40k | 106.81 | |
| Automatic Data Processing (ADP) | 0.5 | $4.2M | 28k | 150.67 | |
| Celgene Corporation | 0.5 | $4.2M | 47k | 89.48 | |
| Pfizer (PFE) | 0.5 | $4.1M | 93k | 44.07 | |
| Alibaba Group Holding (BABA) | 0.5 | $4.1M | 25k | 164.76 | |
| Booking Holdings (BKNG) | 0.4 | $3.9M | 2.0k | 1983.86 | |
| Illinois Tool Works (ITW) | 0.4 | $3.8M | 27k | 141.13 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.4 | $3.7M | 59k | 63.22 | |
| Carter's (CRI) | 0.4 | $3.5M | 36k | 98.60 | |
| American Water Works (AWK) | 0.4 | $3.5M | 39k | 87.96 | |
| SPDR S&P Biotech (XBI) | 0.4 | $3.4M | 35k | 95.86 | |
| Starbucks Corporation (SBUX) | 0.3 | $3.1M | 55k | 56.85 | |
| Oracle Corporation (ORCL) | 0.3 | $3.1M | 61k | 51.56 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $3.0M | 9.5k | 317.41 | |
| AFLAC Incorporated (AFL) | 0.3 | $3.0M | 65k | 47.07 | |
| Red Hat | 0.3 | $3.0M | 22k | 136.26 | |
| TJX Companies (TJX) | 0.3 | $3.0M | 27k | 112.01 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $2.9M | 8.3k | 345.91 | |
| FMC Corporation (FMC) | 0.3 | $2.8M | 32k | 87.17 | |
| American Express Company (AXP) | 0.3 | $2.7M | 25k | 106.48 | |
| International Business Machines (IBM) | 0.3 | $2.7M | 18k | 151.24 | |
| Vanguard European ETF (VGK) | 0.3 | $2.6M | 47k | 56.22 | |
| Welltower Inc Com reit (WELL) | 0.3 | $2.6M | 41k | 64.32 | |
| Blackstone | 0.3 | $2.6M | 67k | 38.09 | |
| Dover Corporation (DOV) | 0.3 | $2.5M | 29k | 88.54 | |
| General Electric Company | 0.3 | $2.4M | 214k | 11.29 | |
| At&t (T) | 0.3 | $2.4M | 71k | 33.58 | |
| Fiserv (FI) | 0.3 | $2.4M | 29k | 82.38 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $2.4M | 21k | 114.95 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $2.3M | 11k | 214.08 | |
| Becton, Dickinson and (BDX) | 0.3 | $2.3M | 8.9k | 260.99 | |
| Invesco Bulletshares 2018 Corp | 0.3 | $2.3M | 108k | 21.15 | |
| SYSCO Corporation (SYY) | 0.2 | $2.2M | 30k | 73.27 | |
| Verizon Communications (VZ) | 0.2 | $2.2M | 41k | 53.38 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $2.2M | 12k | 183.93 | |
| Intuit (INTU) | 0.2 | $2.2M | 9.8k | 227.41 | |
| Paypal Holdings (PYPL) | 0.2 | $2.2M | 25k | 87.84 | |
| United Technologies Corporation | 0.2 | $2.2M | 16k | 139.80 | |
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.2 | $2.2M | 47k | 46.14 | |
| Fortive (FTV) | 0.2 | $2.1M | 25k | 84.20 | |
| Mettler-Toledo International (MTD) | 0.2 | $2.0M | 3.2k | 609.06 | |
| Ferrari Nv Ord (RACE) | 0.2 | $1.9M | 14k | 136.94 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.2 | $2.0M | 12k | 168.30 | |
| Pepsi (PEP) | 0.2 | $1.9M | 17k | 111.81 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.9M | 18k | 107.30 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $1.9M | 28k | 68.00 | |
| Clorox Company (CLX) | 0.2 | $1.9M | 13k | 150.45 | |
| Rockwell Automation (ROK) | 0.2 | $1.9M | 10k | 187.49 | |
| Walgreen Boots Alliance | 0.2 | $1.8M | 25k | 72.90 | |
| Air Products & Chemicals (APD) | 0.2 | $1.7M | 11k | 167.03 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $1.8M | 15k | 117.82 | |
| Sap (SAP) | 0.2 | $1.7M | 14k | 122.99 | |
| Goldman Sachs Etf Tr (GSLC) | 0.2 | $1.7M | 29k | 58.76 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | 15k | 112.83 | |
| Ameriprise Financial (AMP) | 0.2 | $1.6M | 11k | 147.67 | |
| Bristol Myers Squibb (BMY) | 0.2 | $1.6M | 26k | 62.08 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.6M | 14k | 113.65 | |
| Anadarko Petroleum Corporation | 0.2 | $1.6M | 23k | 67.43 | |
| General Mills (GIS) | 0.2 | $1.5M | 35k | 42.91 | |
| Philip Morris International (PM) | 0.2 | $1.5M | 19k | 81.52 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $1.5M | 9.4k | 162.60 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $1.5M | 18k | 80.68 | |
| iShares Barclays Agency Bond Fund (AGZ) | 0.2 | $1.5M | 13k | 110.70 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $1.3M | 17k | 77.13 | |
| Rockwell Collins | 0.1 | $1.3M | 9.5k | 140.42 | |
| Novartis (NVS) | 0.1 | $1.3M | 16k | 86.15 | |
| Altria (MO) | 0.1 | $1.3M | 22k | 60.29 | |
| Invesco Bulletshares 2019 Corp | 0.1 | $1.4M | 65k | 21.08 | |
| Xilinx | 0.1 | $1.3M | 16k | 80.17 | |
| Jacobs Engineering | 0.1 | $1.3M | 16k | 76.48 | |
| Alliant Energy Corporation (LNT) | 0.1 | $1.2M | 29k | 42.58 | |
| Lowe's Companies (LOW) | 0.1 | $1.1M | 9.8k | 114.84 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $1.2M | 15k | 78.04 | |
| Telus Ord (TU) | 0.1 | $1.2M | 32k | 36.83 | |
| Express Scripts Holding | 0.1 | $1.2M | 13k | 94.99 | |
| Duke Energy (DUK) | 0.1 | $1.2M | 15k | 80.03 | |
| Global X Fds glb x lithium (LIT) | 0.1 | $1.1M | 35k | 32.94 | |
| Invesco Bulletshares 2020 Corp | 0.1 | $1.1M | 54k | 21.08 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.1M | 27k | 40.99 | |
| Dowdupont | 0.1 | $1.0M | 16k | 64.29 | |
| Comcast Corporation (CMCSA) | 0.1 | $940k | 27k | 35.39 | |
| Bank of Hawaii Corporation (BOH) | 0.1 | $998k | 13k | 78.92 | |
| Deere & Company (DE) | 0.1 | $1.0M | 6.8k | 150.36 | |
| Emerson Electric (EMR) | 0.1 | $886k | 12k | 76.58 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $878k | 11k | 82.13 | |
| Varian Medical Systems | 0.1 | $871k | 7.8k | 111.90 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.1 | $862k | 12k | 70.66 | |
| Invesco Financial Preferred Et other (PGF) | 0.1 | $852k | 47k | 18.20 | |
| State Street Corporation (STT) | 0.1 | $829k | 9.9k | 83.77 | |
| Ecolab (ECL) | 0.1 | $770k | 4.9k | 156.79 | |
| Consolidated Edison (ED) | 0.1 | $804k | 11k | 76.17 | |
| H&R Block (HRB) | 0.1 | $773k | 30k | 25.77 | |
| Enbridge (ENB) | 0.1 | $838k | 26k | 32.29 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $845k | 4.6k | 185.71 | |
| Invesco Bulletshares 2021 Corp | 0.1 | $833k | 40k | 20.74 | |
| SEI Investments Company (SEIC) | 0.1 | $672k | 11k | 61.11 | |
| T. Rowe Price (TROW) | 0.1 | $699k | 6.4k | 109.22 | |
| Akamai Technologies (AKAM) | 0.1 | $688k | 9.4k | 73.11 | |
| Las Vegas Sands (LVS) | 0.1 | $734k | 12k | 59.35 | |
| Royal Dutch Shell | 0.1 | $690k | 10k | 68.15 | |
| Bce (BCE) | 0.1 | $735k | 18k | 40.50 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $733k | 9.1k | 80.47 | |
| American States Water Company (AWR) | 0.1 | $715k | 12k | 61.17 | |
| Coca-Cola Company (KO) | 0.1 | $668k | 15k | 46.16 | |
| Aetna | 0.1 | $653k | 3.2k | 202.92 | |
| Colgate-Palmolive Company (CL) | 0.1 | $663k | 9.9k | 66.92 | |
| ConocoPhillips (COP) | 0.1 | $645k | 8.3k | 77.35 | |
| Cintas Corporation (CTAS) | 0.1 | $645k | 3.3k | 197.79 | |
| Omni (OMC) | 0.1 | $598k | 8.8k | 68.05 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $655k | 6.1k | 107.89 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $589k | 6.8k | 86.40 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $625k | 3.8k | 164.21 | |
| Aware (AWRE) | 0.1 | $666k | 185k | 3.60 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $652k | 18k | 37.11 | |
| Mondelez Int (MDLZ) | 0.1 | $639k | 15k | 42.99 | |
| Invesco Taxable Municipal Bond otr (BAB) | 0.1 | $641k | 22k | 29.08 | |
| Apergy Corp | 0.1 | $589k | 14k | 43.56 | |
| Broadridge Financial Solutions (BR) | 0.1 | $550k | 4.2k | 132.02 | |
| Harris Corporation | 0.1 | $564k | 3.3k | 169.12 | |
| Helmerich & Payne (HP) | 0.1 | $508k | 7.4k | 68.71 | |
| Fastenal Company (FAST) | 0.1 | $502k | 8.7k | 57.97 | |
| Flowserve Corporation (FLS) | 0.1 | $546k | 10k | 54.68 | |
| Tor Dom Bk Cad (TD) | 0.1 | $548k | 9.0k | 60.77 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $574k | 4.3k | 133.49 | |
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $569k | 13k | 43.27 | |
| Tesla Motors (TSLA) | 0.1 | $549k | 2.1k | 264.83 | |
| SPDR S&P Dividend (SDY) | 0.1 | $524k | 5.4k | 97.94 | |
| Alerian Mlp Etf | 0.1 | $535k | 50k | 10.67 | |
| Prologis (PLD) | 0.1 | $569k | 8.4k | 67.78 | |
| Goldman Sachs Mlp Energy Ren | 0.1 | $513k | 80k | 6.45 | |
| Invesco Exch Trd Slf Idx Fd Tr | 0.1 | $579k | 23k | 25.14 | |
| BP (BP) | 0.1 | $415k | 9.0k | 46.13 | |
| U.S. Bancorp (USB) | 0.1 | $474k | 9.0k | 52.86 | |
| Bank of America Corporation (BAC) | 0.1 | $439k | 15k | 29.49 | |
| Clean Harbors (CLH) | 0.1 | $424k | 5.9k | 71.62 | |
| Williams-Sonoma (WSM) | 0.1 | $436k | 6.6k | 65.79 | |
| Allstate Corporation (ALL) | 0.1 | $451k | 4.6k | 98.75 | |
| eBay (EBAY) | 0.1 | $432k | 13k | 33.05 | |
| Marsh & McLennan Companies | 0.1 | $442k | 5.3k | 82.65 | |
| VMware | 0.1 | $423k | 2.7k | 155.92 | |
| Vanguard Growth ETF (VUG) | 0.1 | $463k | 2.9k | 161.04 | |
| Ambev Sa- (ABEV) | 0.1 | $462k | 101k | 4.57 | |
| Chubb (CB) | 0.1 | $418k | 3.1k | 133.76 | |
| Bscm etf | 0.1 | $441k | 21k | 20.67 | |
| Corning Incorporated (GLW) | 0.0 | $353k | 10k | 35.30 | |
| CSX Corporation (CSX) | 0.0 | $333k | 4.5k | 74.00 | |
| Dominion Resources (D) | 0.0 | $323k | 4.6k | 70.25 | |
| Paychex (PAYX) | 0.0 | $347k | 4.7k | 73.72 | |
| Simpson Manufacturing (SSD) | 0.0 | $387k | 5.3k | 72.46 | |
| Raytheon Company | 0.0 | $336k | 1.6k | 206.90 | |
| Nextera Energy (NEE) | 0.0 | $386k | 2.3k | 167.61 | |
| Qualcomm (QCOM) | 0.0 | $393k | 5.5k | 71.94 | |
| Biogen Idec (BIIB) | 0.0 | $360k | 1.0k | 353.29 | |
| Robert Half International (RHI) | 0.0 | $362k | 5.2k | 70.29 | |
| Raymond James Financial (RJF) | 0.0 | $356k | 3.9k | 92.16 | |
| Cimarex Energy | 0.0 | $358k | 3.9k | 92.84 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $356k | 3.5k | 101.71 | |
| Monroe Cap (MRCC) | 0.0 | $368k | 27k | 13.56 | |
| E TRADE Financial Corporation | 0.0 | $261k | 5.0k | 52.42 | |
| Cme (CME) | 0.0 | $244k | 1.4k | 170.03 | |
| Moody's Corporation (MCO) | 0.0 | $296k | 1.8k | 167.33 | |
| Eli Lilly & Co. (LLY) | 0.0 | $261k | 2.4k | 107.50 | |
| Health Care SPDR (XLV) | 0.0 | $288k | 3.0k | 95.05 | |
| Franklin Resources (BEN) | 0.0 | $290k | 9.5k | 30.45 | |
| Darden Restaurants (DRI) | 0.0 | $251k | 2.3k | 111.11 | |
| Halliburton Company (HAL) | 0.0 | $298k | 7.4k | 40.54 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $282k | 4.0k | 70.43 | |
| Gilead Sciences (GILD) | 0.0 | $230k | 3.0k | 77.13 | |
| Kellogg Company (K) | 0.0 | $229k | 3.3k | 70.07 | |
| Cousins Properties | 0.0 | $232k | 26k | 8.90 | |
| CenterPoint Energy (CNP) | 0.0 | $235k | 8.5k | 27.65 | |
| Hormel Foods Corporation (HRL) | 0.0 | $229k | 5.8k | 39.46 | |
| Rbc Cad (RY) | 0.0 | $225k | 2.8k | 80.36 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $242k | 4.6k | 52.12 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $235k | 4.4k | 53.07 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $253k | 2.1k | 117.95 | |
| Wageworks | 0.0 | $262k | 6.1k | 42.77 | |
| First Tr Exch Trd Alpha Fd I europe alpha (FEP) | 0.0 | $248k | 6.5k | 38.15 | |
| Hp (HPQ) | 0.0 | $268k | 10k | 25.77 | |
| Evergy (EVRG) | 0.0 | $295k | 5.4k | 54.88 | |
| Western Union Company (WU) | 0.0 | $197k | 10k | 19.06 | |
| AmerisourceBergen (COR) | 0.0 | $220k | 2.4k | 92.05 | |
| Southwest Gas Corporation (SWX) | 0.0 | $216k | 2.7k | 78.95 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $203k | 2.2k | 91.36 | |
| Cdk Global Inc equities | 0.0 | $215k | 3.4k | 62.66 | |
| Hortonworks | 0.0 | $205k | 9.0k | 22.78 | |
| Vaneck Vectors Etf Tr high income infr | 0.0 | $195k | 15k | 13.11 |