Ashfield Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Ashfield Capital Partners
Ashfield Capital Partners holds 232 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 7.0 | $71M | 240k | 293.65 | |
Microsoft Corporation (MSFT) | 5.2 | $53M | 333k | 157.70 | |
Visa (V) | 2.9 | $30M | 157k | 187.90 | |
Intel Corporation (INTC) | 2.5 | $25M | 411k | 59.85 | |
Align Technology (ALGN) | 2.4 | $24M | 87k | 279.04 | |
Walt Disney Company (DIS) | 2.2 | $22M | 154k | 144.63 | |
Amazon (AMZN) | 2.0 | $20M | 11k | 1847.85 | |
Alphabet Inc Class C cs (GOOG) | 1.9 | $19M | 14k | 1337.03 | |
UnitedHealth (UNH) | 1.9 | $19M | 63k | 293.99 | |
Union Pacific Corporation (UNP) | 1.8 | $18M | 98k | 180.79 | |
Home Depot (HD) | 1.7 | $18M | 80k | 218.38 | |
Chevron Corporation (CVX) | 1.7 | $17M | 145k | 120.51 | |
Adobe Systems Incorporated (ADBE) | 1.7 | $17M | 51k | 329.80 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $17M | 12k | 1339.41 | |
Costco Wholesale Corporation (COST) | 1.5 | $16M | 53k | 293.93 | |
Accenture (ACN) | 1.5 | $16M | 73k | 210.58 | |
V.F. Corporation (VFC) | 1.5 | $15M | 151k | 99.66 | |
Danaher Corporation (DHR) | 1.5 | $15M | 97k | 153.48 | |
Johnson & Johnson (JNJ) | 1.5 | $15M | 101k | 145.87 | |
Thermo Fisher Scientific (TMO) | 1.4 | $15M | 45k | 324.87 | |
Amgen (AMGN) | 1.4 | $15M | 60k | 241.08 | |
Crown Castle Intl (CCI) | 1.4 | $14M | 97k | 142.15 | |
Vanguard High Dividend Yield ETF (VYM) | 1.3 | $13M | 136k | 93.71 | |
Analog Devices (ADI) | 1.2 | $12M | 105k | 118.84 | |
Caterpillar (CAT) | 1.2 | $12M | 83k | 147.68 | |
Procter & Gamble Company (PG) | 1.2 | $12M | 98k | 124.90 | |
Facebook Inc cl a (META) | 1.2 | $12M | 57k | 205.26 | |
Illumina (ILMN) | 1.1 | $12M | 35k | 331.74 | |
Cisco Systems (CSCO) | 1.1 | $11M | 221k | 47.96 | |
Lockheed Martin Corporation (LMT) | 1.0 | $11M | 27k | 389.37 | |
NVIDIA Corporation (NVDA) | 1.0 | $10M | 44k | 235.29 | |
Honeywell International (HON) | 1.0 | $10M | 58k | 177.01 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.0 | $9.8M | 79k | 124.66 | |
Wal-Mart Stores (WMT) | 0.9 | $9.2M | 77k | 118.83 | |
Abbott Laboratories (ABT) | 0.9 | $8.7M | 100k | 86.86 | |
McDonald's Corporation (MCD) | 0.9 | $8.6M | 44k | 197.62 | |
Nike (NKE) | 0.9 | $8.6M | 85k | 101.32 | |
3M Company (MMM) | 0.8 | $8.3M | 47k | 176.43 | |
Abbvie (ABBV) | 0.8 | $8.4M | 95k | 88.54 | |
Fiserv (FI) | 0.8 | $7.9M | 69k | 115.63 | |
BlackRock | 0.8 | $7.8M | 16k | 502.67 | |
Estee Lauder Companies (EL) | 0.8 | $7.8M | 38k | 206.54 | |
Merck & Co (MRK) | 0.7 | $7.3M | 81k | 90.95 | |
Sherwin-Williams Company (SHW) | 0.7 | $7.2M | 12k | 583.54 | |
Palo Alto Networks (PANW) | 0.7 | $7.2M | 31k | 231.26 | |
Alibaba Group Holding (BABA) | 0.6 | $6.2M | 29k | 212.09 | |
Vanguard Total Stock Market ETF (VTI) | 0.6 | $5.9M | 36k | 163.63 | |
Intuit (INTU) | 0.6 | $5.7M | 22k | 261.93 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.6 | $5.5M | 48k | 115.71 | |
Starbucks Corporation (SBUX) | 0.5 | $5.3M | 61k | 87.92 | |
Wells Fargo & Company (WFC) | 0.5 | $5.2M | 97k | 53.80 | |
Stanley Black & Decker (SWK) | 0.5 | $5.0M | 30k | 165.75 | |
American Water Works (AWK) | 0.5 | $5.0M | 41k | 122.86 | |
Exxon Mobil Corporation (XOM) | 0.5 | $4.9M | 70k | 69.78 | |
Stryker Corporation (SYK) | 0.5 | $4.9M | 23k | 209.95 | |
Linde | 0.5 | $4.8M | 23k | 212.88 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $4.8M | 40k | 120.51 | |
Automatic Data Processing (ADP) | 0.5 | $4.6M | 27k | 170.51 | |
United Technologies Corporation | 0.5 | $4.7M | 31k | 149.76 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.5 | $4.5M | 81k | 55.68 | |
American Express Company (AXP) | 0.4 | $4.4M | 35k | 124.48 | |
Expeditors International of Washington (EXPD) | 0.4 | $4.5M | 57k | 78.03 | |
Illinois Tool Works (ITW) | 0.4 | $4.5M | 25k | 179.64 | |
Boeing Company (BA) | 0.4 | $4.2M | 13k | 325.79 | |
TJX Companies (TJX) | 0.4 | $4.2M | 69k | 61.06 | |
Pioneer Natural Resources | 0.4 | $4.2M | 28k | 151.36 | |
Silicon Motion Technology (SIMO) | 0.4 | $4.1M | 81k | 50.71 | |
Paypal Holdings (PYPL) | 0.4 | $4.1M | 38k | 108.18 | |
Henry Schein (HSIC) | 0.4 | $4.1M | 61k | 66.72 | |
Goldman Sachs Etf Tr equal weig (GSEW) | 0.4 | $3.9M | 78k | 50.71 | |
E TRADE Financial Corporation | 0.4 | $3.7M | 83k | 45.36 | |
Pfizer (PFE) | 0.4 | $3.6M | 92k | 39.18 | |
Welltower Inc Com reit (WELL) | 0.3 | $3.5M | 43k | 81.78 | |
AFLAC Incorporated (AFL) | 0.3 | $3.4M | 65k | 52.89 | |
Iqvia Holdings (IQV) | 0.3 | $3.4M | 22k | 154.52 | |
Dover Corporation (DOV) | 0.3 | $3.3M | 28k | 115.27 | |
Oracle Corporation (ORCL) | 0.3 | $3.1M | 59k | 52.97 | |
Bright Horizons Fam Sol In D (BFAM) | 0.3 | $3.1M | 21k | 150.29 | |
Veeva Sys Inc cl a (VEEV) | 0.3 | $3.0M | 21k | 140.64 | |
Northrop Grumman Corporation (NOC) | 0.3 | $2.9M | 8.4k | 343.94 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $2.9M | 21k | 139.39 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $2.8M | 40k | 69.44 | |
Bristol Myers Squibb (BMY) | 0.3 | $2.7M | 42k | 64.20 | |
FMC Corporation (FMC) | 0.3 | $2.8M | 28k | 99.82 | |
Berkshire Hathaway (BRK.B) | 0.3 | $2.6M | 11k | 226.51 | |
SYSCO Corporation (SYY) | 0.3 | $2.6M | 30k | 85.53 | |
Verizon Communications (VZ) | 0.2 | $2.5M | 41k | 61.41 | |
Tetra Tech (TTEK) | 0.2 | $2.4M | 28k | 86.15 | |
Air Products & Chemicals (APD) | 0.2 | $2.4M | 10k | 234.98 | |
Booking Holdings (BKNG) | 0.2 | $2.4M | 1.2k | 2053.40 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.2 | $2.4M | 11k | 212.64 | |
Becton, Dickinson and (BDX) | 0.2 | $2.3M | 8.5k | 271.99 | |
International Business Machines (IBM) | 0.2 | $2.3M | 17k | 134.03 | |
Texas Instruments Incorporated (TXN) | 0.2 | $2.3M | 18k | 128.30 | |
At&t (T) | 0.2 | $2.3M | 58k | 39.09 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $2.1M | 15k | 137.58 | |
Pepsi (PEP) | 0.2 | $2.2M | 16k | 136.70 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $2.1M | 29k | 70.58 | |
Ferrari Nv Ord (RACE) | 0.2 | $2.1M | 13k | 165.54 | |
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.2 | $2.0M | 9.9k | 198.06 | |
Ameriprise Financial (AMP) | 0.2 | $1.9M | 11k | 166.56 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $2.0M | 15k | 127.96 | |
Goldman Sachs Etf Tr (GSLC) | 0.2 | $1.9M | 29k | 64.66 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.9M | 34k | 55.94 | |
General Mills (GIS) | 0.2 | $1.9M | 35k | 53.55 | |
Sap (SAP) | 0.2 | $1.8M | 13k | 133.99 | |
SPDR S&P Biotech (XBI) | 0.2 | $1.8M | 19k | 95.10 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $1.8M | 11k | 165.59 | |
Cerner Corporation | 0.2 | $1.7M | 24k | 73.37 | |
Trex Company (TREX) | 0.2 | $1.7M | 19k | 89.88 | |
General Electric Company | 0.2 | $1.6M | 141k | 11.16 | |
Vanguard REIT ETF (VNQ) | 0.2 | $1.6M | 17k | 92.81 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.2 | $1.7M | 21k | 78.85 | |
Philip Morris International (PM) | 0.1 | $1.5M | 18k | 85.07 | |
Clorox Company (CLX) | 0.1 | $1.5M | 9.9k | 153.56 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.5M | 27k | 54.73 | |
Jacobs Engineering | 0.1 | $1.4M | 16k | 89.85 | |
Vanguard European ETF (VGK) | 0.1 | $1.4M | 24k | 58.60 | |
Duke Energy (DUK) | 0.1 | $1.4M | 15k | 91.21 | |
Fortive (FTV) | 0.1 | $1.4M | 19k | 76.37 | |
Xilinx | 0.1 | $1.3M | 14k | 97.74 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $1.3M | 23k | 57.97 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $1.2M | 20k | 62.01 | |
Comcast Corporation (CMCSA) | 0.1 | $1.2M | 26k | 44.96 | |
Bank of Hawaii Corporation (BOH) | 0.1 | $1.2M | 13k | 95.13 | |
Lowe's Companies (LOW) | 0.1 | $1.2M | 10k | 119.73 | |
iShares Barclays Agency Bond Fund (AGZ) | 0.1 | $1.2M | 10k | 115.54 | |
Varian Medical Systems | 0.1 | $1.1M | 7.8k | 141.96 | |
Telus Ord (TU) | 0.1 | $1.1M | 28k | 38.72 | |
Coca-Cola Company (KO) | 0.1 | $1.0M | 19k | 55.37 | |
Novartis (NVS) | 0.1 | $1.0M | 11k | 94.66 | |
Altria (MO) | 0.1 | $1.0M | 21k | 49.93 | |
Enbridge (ENB) | 0.1 | $1.0M | 26k | 39.76 | |
American States Water Company (AWR) | 0.1 | $1.0M | 12k | 86.61 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $986k | 22k | 44.46 | |
Monroe Cap (MRCC) | 0.1 | $1.0M | 93k | 10.86 | |
Invesco Bulletshares 2020 Corp | 0.1 | $968k | 46k | 21.28 | |
Consolidated Edison (ED) | 0.1 | $934k | 10k | 90.50 | |
Deere & Company (DE) | 0.1 | $898k | 5.2k | 173.26 | |
Invesco Bulletshares 2021 Corp | 0.1 | $943k | 44k | 21.24 | |
State Street Corporation (STT) | 0.1 | $783k | 9.9k | 79.12 | |
Ecolab (ECL) | 0.1 | $828k | 4.3k | 193.10 | |
T. Rowe Price (TROW) | 0.1 | $780k | 6.4k | 121.88 | |
Akamai Technologies (AKAM) | 0.1 | $755k | 8.7k | 86.34 | |
Emerson Electric (EMR) | 0.1 | $768k | 10k | 76.23 | |
Colgate-Palmolive Company (CL) | 0.1 | $834k | 12k | 68.82 | |
Cintas Corporation (CTAS) | 0.1 | $837k | 3.1k | 269.22 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $820k | 10k | 80.58 | |
Mondelez Int (MDLZ) | 0.1 | $802k | 15k | 55.10 | |
Walgreen Boots Alliance (WBA) | 0.1 | $771k | 13k | 58.92 | |
Invesco Taxable Municipal Bond otr (BAB) | 0.1 | $817k | 26k | 31.67 | |
Invesco Financial Preferred Et other (PGF) | 0.1 | $782k | 41k | 18.88 | |
SEI Investments Company (SEIC) | 0.1 | $720k | 11k | 65.48 | |
H&R Block (HRB) | 0.1 | $704k | 30k | 23.47 | |
Bce (BCE) | 0.1 | $713k | 15k | 46.34 | |
Netflix (NFLX) | 0.1 | $675k | 2.1k | 323.59 | |
Rockwell Automation (ROK) | 0.1 | $670k | 3.3k | 202.54 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $668k | 4.5k | 147.89 | |
Tesla Motors (TSLA) | 0.1 | $656k | 1.6k | 418.37 | |
Aware (AWRE) | 0.1 | $660k | 196k | 3.36 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $740k | 7.3k | 101.62 | |
Prologis (PLD) | 0.1 | $747k | 8.4k | 89.19 | |
Carter's (CRI) | 0.1 | $570k | 5.2k | 109.32 | |
Marsh & McLennan Companies (MMC) | 0.1 | $596k | 5.3k | 111.44 | |
Nextera Energy (NEE) | 0.1 | $602k | 2.5k | 242.35 | |
Schlumberger (SLB) | 0.1 | $647k | 16k | 40.19 | |
Fastenal Company (FAST) | 0.1 | $640k | 17k | 36.96 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $625k | 5.8k | 106.87 | |
SPDR S&P Dividend (SDY) | 0.1 | $586k | 5.5k | 107.52 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $572k | 3.2k | 178.30 | |
Bscm etf | 0.1 | $625k | 29k | 21.51 | |
Broadridge Financial Solutions (BR) | 0.1 | $515k | 4.2k | 123.62 | |
Waste Management (WM) | 0.1 | $485k | 4.3k | 113.88 | |
Clean Harbors (CLH) | 0.1 | $545k | 6.4k | 85.75 | |
Williams-Sonoma (WSM) | 0.1 | $487k | 6.6k | 73.49 | |
ConocoPhillips (COP) | 0.1 | $505k | 7.8k | 64.98 | |
Royal Dutch Shell | 0.1 | $513k | 8.7k | 59.01 | |
Qualcomm (QCOM) | 0.1 | $521k | 5.9k | 88.17 | |
Omni (OMC) | 0.1 | $470k | 5.8k | 81.03 | |
Tor Dom Bk Cad (TD) | 0.1 | $506k | 9.0k | 56.12 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $507k | 12k | 44.09 | |
Vanguard Growth ETF (VUG) | 0.1 | $524k | 2.9k | 182.26 | |
Chubb (CB) | 0.1 | $486k | 3.1k | 155.52 | |
BP (BP) | 0.0 | $363k | 9.6k | 37.76 | |
U.S. Bancorp (USB) | 0.0 | $360k | 6.1k | 59.24 | |
Moody's Corporation (MCO) | 0.0 | $420k | 1.8k | 237.42 | |
Dominion Resources (D) | 0.0 | $381k | 4.6k | 82.86 | |
Paychex (PAYX) | 0.0 | $400k | 4.7k | 84.98 | |
Simpson Manufacturing (SSD) | 0.0 | $429k | 5.3k | 80.32 | |
Raytheon Company | 0.0 | $357k | 1.6k | 219.83 | |
eBay (EBAY) | 0.0 | $400k | 11k | 36.13 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $416k | 10k | 41.18 | |
VMware | 0.0 | $393k | 2.6k | 151.85 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $357k | 2.0k | 176.04 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $389k | 4.4k | 88.03 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $448k | 3.4k | 132.35 | |
Dow (DOW) | 0.0 | $361k | 6.6k | 54.77 | |
Dupont De Nemours (DD) | 0.0 | $432k | 6.7k | 64.26 | |
Corning Incorporated (GLW) | 0.0 | $291k | 10k | 29.10 | |
Cme (CME) | 0.0 | $288k | 1.4k | 200.70 | |
Charles Schwab Corporation (SCHW) | 0.0 | $279k | 5.9k | 47.50 | |
Western Union Company (WU) | 0.0 | $285k | 11k | 26.81 | |
CSX Corporation (CSX) | 0.0 | $326k | 4.5k | 72.44 | |
FedEx Corporation (FDX) | 0.0 | $302k | 2.0k | 151.00 | |
Eli Lilly & Co. (LLY) | 0.0 | $253k | 1.9k | 131.22 | |
Health Care SPDR (XLV) | 0.0 | $262k | 2.6k | 101.83 | |
Autodesk (ADSK) | 0.0 | $324k | 1.8k | 183.67 | |
Las Vegas Sands (LVS) | 0.0 | $314k | 4.6k | 69.01 | |
Darden Restaurants (DRI) | 0.0 | $323k | 3.0k | 109.01 | |
Mettler-Toledo International (MTD) | 0.0 | $336k | 423.00 | 794.33 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $342k | 4.0k | 85.41 | |
Robert Half International (RHI) | 0.0 | $325k | 5.2k | 63.11 | |
Hormel Foods Corporation (HRL) | 0.0 | $262k | 5.8k | 45.14 | |
Flowserve Corporation (FLS) | 0.0 | $281k | 5.7k | 49.69 | |
Vanguard Utilities ETF (VPU) | 0.0 | $276k | 1.9k | 143.01 | |
Vanguard Industrials ETF (VIS) | 0.0 | $306k | 2.0k | 153.77 | |
Evergy (EVRG) | 0.0 | $350k | 5.4k | 65.12 | |
Cigna Corp (CI) | 0.0 | $330k | 1.6k | 204.71 | |
Norfolk Southern (NSC) | 0.0 | $207k | 1.1k | 194.37 | |
Campbell Soup Company (CPB) | 0.0 | $203k | 4.1k | 49.32 | |
Helmerich & Payne (HP) | 0.0 | $226k | 5.0k | 45.37 | |
Kellogg Company (K) | 0.0 | $212k | 3.1k | 69.17 | |
Rbc Cad (RY) | 0.0 | $222k | 2.8k | 79.29 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $214k | 2.6k | 83.92 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $228k | 6.1k | 37.57 | |
Intercontinental Exchange (ICE) | 0.0 | $251k | 2.7k | 92.52 | |
Hp (HPQ) | 0.0 | $214k | 10k | 20.58 | |
L3harris Technologies (LHX) | 0.0 | $232k | 1.2k | 197.78 | |
Alerian Mlp Etf | 0.0 | $133k | 16k | 8.48 | |
Destination Xl (DXLG) | 0.0 | $131k | 102k | 1.28 | |
Ambev Sa- (ABEV) | 0.0 | $111k | 24k | 4.67 | |
Rts/bristol-myers Squibb Compa | 0.0 | $51k | 17k | 3.01 |