Ashfield Capital Partners as of June 30, 2021
Portfolio Holdings for Ashfield Capital Partners
Ashfield Capital Partners holds 232 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.9 | $139M | 1.0M | 136.96 | |
Microsoft Corporation (MSFT) | 6.4 | $90M | 333k | 270.90 | |
Align Technology (ALGN) | 3.4 | $48M | 78k | 611.00 | |
NVIDIA Corporation (NVDA) | 3.0 | $42M | 52k | 800.11 | |
Amazon (AMZN) | 2.7 | $38M | 11k | 3440.20 | |
Alphabet Cap Stk Cl C (GOOG) | 2.6 | $37M | 15k | 2506.32 | |
Visa Com Cl A (V) | 2.2 | $31M | 131k | 233.82 | |
UnitedHealth (UNH) | 1.9 | $27M | 68k | 400.44 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $27M | 11k | 2441.83 | |
Home Depot (HD) | 1.8 | $25M | 80k | 318.88 | |
Adobe Systems Incorporated (ADBE) | 1.7 | $24M | 41k | 585.64 | |
Danaher Corporation (DHR) | 1.7 | $24M | 90k | 268.36 | |
Thermo Fisher Scientific (TMO) | 1.6 | $23M | 45k | 504.46 | |
Walt Disney Company (DIS) | 1.6 | $23M | 128k | 175.77 | |
Union Pacific Corporation (UNP) | 1.6 | $22M | 100k | 219.93 | |
Analog Devices (ADI) | 1.5 | $21M | 123k | 172.16 | |
Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $20M | 67k | 294.79 | |
Costco Wholesale Corporation (COST) | 1.4 | $19M | 49k | 395.68 | |
Facebook Cl A (META) | 1.4 | $19M | 55k | 347.71 | |
Crown Castle Intl Corp New Com (CCI) | 1.3 | $18M | 94k | 195.10 | |
BlackRock | 1.3 | $18M | 20k | 874.98 | |
Johnson & Johnson (JNJ) | 1.2 | $16M | 98k | 164.74 | |
Fortinet (FTNT) | 1.0 | $15M | 61k | 238.20 | |
Caterpillar (CAT) | 1.0 | $14M | 65k | 217.63 | |
Intuit (INTU) | 1.0 | $14M | 29k | 490.15 | |
Amgen (AMGN) | 1.0 | $14M | 58k | 243.76 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $14M | 134k | 104.77 | |
Nike CL B (NKE) | 1.0 | $13M | 87k | 154.49 | |
Procter & Gamble Company (PG) | 0.9 | $13M | 97k | 134.93 | |
Lauder Estee Cos Cl A (EL) | 0.9 | $12M | 38k | 318.07 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $12M | 77k | 154.78 | |
Honeywell International (HON) | 0.8 | $12M | 54k | 219.35 | |
Paypal Holdings (PYPL) | 0.8 | $12M | 40k | 291.47 | |
Chevron Corporation (CVX) | 0.8 | $11M | 109k | 104.74 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $11M | 49k | 226.78 | |
Intel Corporation (INTC) | 0.8 | $11M | 197k | 56.14 | |
Abbvie (ABBV) | 0.8 | $11M | 98k | 112.64 | |
Abbott Laboratories (ABT) | 0.8 | $11M | 92k | 115.93 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $10M | 47k | 222.82 | |
Wal-Mart Stores (WMT) | 0.7 | $10M | 72k | 141.02 | |
Sherwin-Williams Company (SHW) | 0.7 | $9.7M | 36k | 272.44 | |
McDonald's Corporation (MCD) | 0.7 | $9.4M | 41k | 230.98 | |
Teradyne (TER) | 0.6 | $8.9M | 66k | 133.96 | |
Iqvia Holdings (IQV) | 0.6 | $8.8M | 36k | 242.31 | |
3M Company (MMM) | 0.6 | $8.8M | 44k | 198.64 | |
Trex Company (TREX) | 0.6 | $8.5M | 83k | 102.21 | |
Veeva Sys Cl A Com (VEEV) | 0.6 | $8.4M | 27k | 310.94 | |
Morgan Stanley Com New (MS) | 0.6 | $8.0M | 87k | 91.69 | |
Raytheon Technologies Corp (RTX) | 0.6 | $7.8M | 91k | 85.31 | |
salesforce (CRM) | 0.5 | $7.6M | 31k | 244.29 | |
Stanley Black & Decker (SWK) | 0.5 | $7.4M | 36k | 205.00 | |
Expeditors International of Washington (EXPD) | 0.5 | $7.2M | 57k | 126.59 | |
Fiserv (FI) | 0.5 | $6.8M | 64k | 106.89 | |
Bristol Myers Squibb (BMY) | 0.5 | $6.5M | 97k | 66.82 | |
Bright Horizons Fam Sol In D (BFAM) | 0.5 | $6.5M | 44k | 147.11 | |
Starbucks Corporation (SBUX) | 0.5 | $6.4M | 57k | 111.80 | |
Ishares Tr Ishares Biotech (IBB) | 0.4 | $6.3M | 39k | 163.64 | |
Merck & Co (MRK) | 0.4 | $6.2M | 80k | 77.77 | |
American Water Works (AWK) | 0.4 | $6.2M | 40k | 154.13 | |
Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.4 | $6.2M | 92k | 67.20 | |
Cisco Systems (CSCO) | 0.4 | $6.1M | 115k | 53.00 | |
Linde SHS | 0.4 | $5.7M | 20k | 289.11 | |
V.F. Corporation (VFC) | 0.4 | $5.6M | 69k | 82.04 | |
Teladoc (TDOC) | 0.4 | $5.6M | 34k | 166.28 | |
Illinois Tool Works (ITW) | 0.4 | $5.5M | 25k | 223.54 | |
Palo Alto Networks (PANW) | 0.4 | $5.3M | 14k | 371.03 | |
TJX Companies (TJX) | 0.4 | $5.3M | 79k | 67.42 | |
Welltower Inc Com reit (WELL) | 0.4 | $5.2M | 63k | 83.09 | |
Stryker Corporation (SYK) | 0.4 | $5.0M | 19k | 259.72 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $4.9M | 7.1k | 690.83 | |
Automatic Data Processing (ADP) | 0.3 | $4.9M | 25k | 198.62 | |
Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.8M | 49k | 97.15 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $4.4M | 67k | 65.69 | |
Tesla Motors (TSLA) | 0.3 | $4.3M | 6.3k | 679.64 | |
Dover Corporation (DOV) | 0.3 | $4.0M | 27k | 150.61 | |
Pfizer (PFE) | 0.3 | $4.0M | 103k | 39.16 | |
Pet Acquisition LLC -Class A (WOOF) | 0.3 | $3.8M | 170k | 22.41 | |
Twilio Cl A (TWLO) | 0.3 | $3.8M | 9.6k | 394.14 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $3.7M | 47k | 78.87 | |
Pioneer Natural Resources | 0.3 | $3.7M | 23k | 162.50 | |
Corning Incorporated (GLW) | 0.3 | $3.6M | 89k | 40.90 | |
Texas Instruments Incorporated (TXN) | 0.3 | $3.6M | 19k | 192.28 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.4M | 9.6k | 354.42 | |
Tetra Tech New Com (TTEK) | 0.2 | $3.3M | 27k | 122.03 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.2 | $3.2M | 24k | 135.40 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $3.2M | 21k | 155.56 | |
Qualcomm (QCOM) | 0.2 | $3.2M | 23k | 142.93 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.1M | 11k | 271.45 | |
Oracle Corporation (ORCL) | 0.2 | $3.0M | 39k | 77.83 | |
Wells Fargo New Com (WFC) | 0.2 | $3.0M | 65k | 45.29 | |
Exxon Mobil Corporation (XOM) | 0.2 | $2.9M | 47k | 63.07 | |
Air Products & Chemicals (APD) | 0.2 | $2.9M | 10k | 287.65 | |
AFLAC Incorporated (AFL) | 0.2 | $2.8M | 53k | 53.67 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $2.8M | 18k | 150.75 | |
Enbridge (ENB) | 0.2 | $2.8M | 69k | 40.04 | |
Fmc Corp Com New (FMC) | 0.2 | $2.7M | 25k | 108.19 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.5M | 9.1k | 277.87 | |
Ameriprise Financial (AMP) | 0.2 | $2.5M | 10k | 248.86 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $2.5M | 107k | 23.46 | |
Illumina (ILMN) | 0.2 | $2.5M | 5.2k | 473.29 | |
Ferrari Nv Ord (RACE) | 0.2 | $2.4M | 12k | 206.02 | |
Verizon Communications (VZ) | 0.2 | $2.4M | 42k | 56.02 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $2.3M | 18k | 134.36 | |
Lam Research Corporation | 0.2 | $2.3M | 3.5k | 650.57 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $2.2M | 26k | 86.02 | |
Airbnb Com Cl A (ABNB) | 0.2 | $2.2M | 14k | 153.16 | |
American Express Company (AXP) | 0.2 | $2.2M | 13k | 165.25 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.2M | 5.7k | 378.35 | |
Jacobs Engineering | 0.2 | $2.1M | 16k | 133.43 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $2.0M | 15k | 133.81 | |
Booking Holdings (BKNG) | 0.1 | $1.9M | 887.00 | 2188.28 | |
SYSCO Corporation (SYY) | 0.1 | $1.9M | 25k | 77.74 | |
General Mills (GIS) | 0.1 | $1.9M | 32k | 60.93 | |
Lowe's Companies (LOW) | 0.1 | $1.9M | 9.8k | 194.00 | |
Silicon Motion Technology Sponsored Adr (SIMO) | 0.1 | $1.9M | 29k | 64.11 | |
Henry Schein (HSIC) | 0.1 | $1.9M | 25k | 74.18 | |
Pepsi (PEP) | 0.1 | $1.8M | 12k | 148.15 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.8M | 7.9k | 229.50 | |
Deere & Company (DE) | 0.1 | $1.8M | 5.2k | 352.80 | |
Clorox Company (CLX) | 0.1 | $1.8M | 9.9k | 179.88 | |
International Business Machines (IBM) | 0.1 | $1.7M | 12k | 146.61 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $1.7M | 5.8k | 290.11 | |
Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.7M | 46k | 36.30 | |
Becton, Dickinson and (BDX) | 0.1 | $1.7M | 6.8k | 243.14 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.7M | 32k | 52.42 | |
Boeing Company (BA) | 0.1 | $1.6M | 6.7k | 239.49 | |
Cerner Corporation | 0.1 | $1.6M | 21k | 78.17 | |
Philip Morris International (PM) | 0.1 | $1.6M | 16k | 99.14 | |
Comcast Corp New Cl A (CMCSA) | 0.1 | $1.6M | 27k | 57.02 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.6M | 19k | 82.16 | |
General Electric Company | 0.1 | $1.5M | 114k | 13.46 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $1.5M | 24k | 60.54 | |
Xilinx | 0.1 | $1.4M | 10k | 144.67 | |
Alliant Energy Corporation (LNT) | 0.1 | $1.4M | 26k | 55.76 | |
Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $1.4M | 12k | 118.35 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | 14k | 98.73 | |
T. Rowe Price (TROW) | 0.1 | $1.3M | 6.4k | 197.97 | |
Sap Se Spon Adr (SAP) | 0.1 | $1.2M | 8.8k | 140.49 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $1.2M | 16k | 76.27 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.2M | 18k | 69.27 | |
Telus Ord (TU) | 0.1 | $1.2M | 53k | 22.44 | |
Cintas Corporation (CTAS) | 0.1 | $1.1M | 3.0k | 382.06 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.1M | 2.7k | 428.04 | |
Prologis (PLD) | 0.1 | $1.1M | 9.2k | 119.50 | |
At&t (T) | 0.1 | $1.1M | 38k | 28.78 | |
Netflix (NFLX) | 0.1 | $1.1M | 2.1k | 528.27 | |
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $1.1M | 32k | 33.18 | |
Akamai Technologies (AKAM) | 0.1 | $1.0M | 8.7k | 116.65 | |
Bank of Hawaii Corporation (BOH) | 0.1 | $1.0M | 12k | 84.19 | |
Williams-Sonoma (WSM) | 0.1 | $972k | 6.1k | 159.61 | |
Fastenal Company (FAST) | 0.1 | $943k | 18k | 51.99 | |
Colgate-Palmolive Company (CL) | 0.1 | $943k | 12k | 81.31 | |
Rockwell Automation (ROK) | 0.1 | $924k | 3.2k | 286.07 | |
Fortive (FTV) | 0.1 | $922k | 13k | 69.76 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $903k | 15k | 62.43 | |
Altria (MO) | 0.1 | $902k | 19k | 47.66 | |
American States Water Company (AWR) | 0.1 | $898k | 11k | 79.58 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $895k | 2.1k | 430.08 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $884k | 3.7k | 237.44 | |
Nextera Energy (NEE) | 0.1 | $874k | 12k | 73.30 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $863k | 4.3k | 200.70 | |
Emerson Electric (EMR) | 0.1 | $856k | 8.9k | 96.23 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $825k | 2.9k | 286.96 | |
State Street Corporation (STT) | 0.1 | $811k | 9.9k | 82.28 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.1 | $802k | 42k | 19.29 | |
Commercial Metals Company (CMC) | 0.1 | $799k | 26k | 30.73 | |
Coca-Cola Company (KO) | 0.1 | $790k | 15k | 54.14 | |
eBay (EBAY) | 0.1 | $777k | 11k | 70.18 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $765k | 5.8k | 131.96 | |
Marsh & McLennan Companies (MMC) | 0.1 | $763k | 5.4k | 140.72 | |
Consolidated Edison (ED) | 0.1 | $740k | 10k | 71.71 | |
Waste Mgmt Del Com (WM) | 0.1 | $714k | 5.1k | 140.05 | |
H&R Block (HRB) | 0.1 | $704k | 30k | 23.47 | |
Target Corporation (TGT) | 0.0 | $690k | 2.9k | 241.77 | |
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $687k | 6.5k | 106.18 | |
Invesco Exch Trd Slf Idx Bulshs 2021 Cb | 0.0 | $666k | 32k | 21.11 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $661k | 2.9k | 225.21 | |
SEI Investments Company (SEIC) | 0.0 | $652k | 11k | 61.95 | |
Broadridge Financial Solutions (BR) | 0.0 | $641k | 4.0k | 161.62 | |
Moody's Corporation (MCO) | 0.0 | $641k | 1.8k | 362.35 | |
Invesco Exch Trd Slf Idx Bulshs 2022 Cb | 0.0 | $635k | 29k | 21.58 | |
FedEx Corporation (FDX) | 0.0 | $604k | 2.0k | 298.27 | |
Zoetis Cl A (ZTS) | 0.0 | $603k | 3.2k | 186.28 | |
Simpson Manufacturing (SSD) | 0.0 | $590k | 5.3k | 110.49 | |
Clean Harbors (CLH) | 0.0 | $587k | 6.3k | 93.07 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $582k | 3.9k | 147.90 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $563k | 5.5k | 101.92 | |
Monroe Cap (MRCC) | 0.0 | $557k | 52k | 10.72 | |
Mettler-Toledo International (MTD) | 0.0 | $535k | 386.00 | 1386.01 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $527k | 5.2k | 101.74 | |
Paychex (PAYX) | 0.0 | $521k | 4.9k | 107.33 | |
Autodesk (ADSK) | 0.0 | $515k | 1.8k | 291.95 | |
Ecolab (ECL) | 0.0 | $492k | 2.4k | 205.77 | |
Coty Com Cl A (COTY) | 0.0 | $486k | 52k | 9.34 | |
Novartis Sponsored Adr (NVS) | 0.0 | $475k | 5.2k | 91.21 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $472k | 5.4k | 87.39 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $459k | 6.6k | 70.08 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $444k | 2.5k | 178.67 | |
Bce Com New (BCE) | 0.0 | $419k | 8.5k | 49.29 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $418k | 7.7k | 54.25 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $392k | 3.1k | 126.05 | |
Invesco Exch Trd Slf Idx Bulshs 2023 Cb | 0.0 | $388k | 18k | 21.74 | |
Cigna Corp (CI) | 0.0 | $378k | 1.6k | 236.84 | |
Robert Half International (RHI) | 0.0 | $363k | 4.1k | 89.04 | |
CSX Corporation (CSX) | 0.0 | $361k | 11k | 32.09 | |
Vmware Cl A Com | 0.0 | $350k | 2.2k | 159.96 | |
Dow (DOW) | 0.0 | $346k | 5.5k | 63.37 | |
Dupont De Nemours (DD) | 0.0 | $346k | 4.5k | 77.46 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $337k | 8.6k | 39.30 | |
IDEXX Laboratories (IDXX) | 0.0 | $335k | 531.00 | 630.89 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $323k | 13k | 24.20 | |
Intercontinental Exchange (ICE) | 0.0 | $322k | 2.7k | 118.69 | |
Dominion Resources (D) | 0.0 | $312k | 4.2k | 73.48 | |
Evergy (EVRG) | 0.0 | $306k | 5.1k | 60.33 | |
Cme (CME) | 0.0 | $305k | 1.4k | 212.54 | |
Xylem (XYL) | 0.0 | $303k | 2.5k | 120.00 | |
Kkr & Co (KKR) | 0.0 | $297k | 5.0k | 59.19 | |
Norfolk Southern (NSC) | 0.0 | $289k | 1.1k | 265.62 | |
Global X Fds Global X Silver (SIL) | 0.0 | $282k | 6.6k | 42.72 | |
Kla Corp Com New (KLAC) | 0.0 | $282k | 870.00 | 324.14 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.0 | $275k | 12k | 22.20 | |
Hormel Foods Corporation (HRL) | 0.0 | $265k | 5.6k | 47.68 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $261k | 3.3k | 80.04 | |
Hp (HPQ) | 0.0 | $254k | 8.4k | 30.24 | |
Darden Restaurants (DRI) | 0.0 | $233k | 1.6k | 146.26 | |
Chubb (CB) | 0.0 | $232k | 1.5k | 158.90 | |
Northrop Grumman Corporation (NOC) | 0.0 | $227k | 625.00 | 363.20 | |
Generac Holdings (GNRC) | 0.0 | $224k | 540.00 | 414.81 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $204k | 1.8k | 112.83 | |
Western Union Company (WU) | 0.0 | $204k | 8.9k | 22.99 | |
Jetblue Awys Corp Com (JBLU) | 0.0 | $168k | 10k | 16.80 | |
9 Meters Biopharma | 0.0 | $37k | 33k | 1.11 |