Bank Of Stockton as of June 30, 2013
Portfolio Holdings for Bank Of Stockton
Bank Of Stockton holds 111 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P MidCap 400 Index (IJH) | 11.4 | $15M | 126k | 115.50 | |
iShares S&P SmallCap 600 Index (IJR) | 9.2 | $12M | 130k | 90.31 | |
Rydex S&P MidCap 400 Pure Growth ETF | 8.1 | $10M | 101k | 101.68 | |
Rydex Etf Trust s^p500 pur val | 6.3 | $8.0M | 197k | 40.67 | |
Rydex S&P 500 Pure Growth ETF | 5.9 | $7.6M | 131k | 57.91 | |
iShares Cohen & Steers Realty Maj. (ICF) | 4.8 | $6.1M | 76k | 80.62 | |
Rydex S&P MidCap 400 Pure Value ETF | 4.3 | $5.5M | 128k | 43.37 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 2.0 | $2.5M | 59k | 42.68 | |
Chevron Corporation (CVX) | 1.6 | $2.0M | 17k | 118.33 | |
International Business Machines (IBM) | 1.4 | $1.8M | 9.5k | 191.14 | |
Exxon Mobil Corporation (XOM) | 1.2 | $1.6M | 17k | 90.37 | |
American Express Company (AXP) | 1.1 | $1.4M | 18k | 74.76 | |
Visa (V) | 1.1 | $1.3M | 7.3k | 182.79 | |
Cohen & Steers REIT/P (RNP) | 1.0 | $1.3M | 75k | 17.27 | |
PPG Industries (PPG) | 1.0 | $1.2M | 8.4k | 146.40 | |
Johnson & Johnson (JNJ) | 0.9 | $1.2M | 14k | 85.90 | |
Verizon Communications (VZ) | 0.9 | $1.2M | 23k | 50.34 | |
United Technologies Corporation | 0.9 | $1.2M | 13k | 92.96 | |
Comcast Corporation (CMCSA) | 0.9 | $1.1M | 27k | 41.75 | |
Costco Wholesale Corporation (COST) | 0.9 | $1.1M | 9.9k | 110.58 | |
Apple (AAPL) | 0.9 | $1.1M | 2.8k | 396.42 | |
Home Depot (HD) | 0.8 | $1.1M | 14k | 77.43 | |
Pimco Municipal Income Fund II (PML) | 0.8 | $1.1M | 91k | 11.71 | |
General Electric Company | 0.8 | $1.0M | 44k | 23.19 | |
Accenture (ACN) | 0.8 | $1.0M | 14k | 71.99 | |
At&t (T) | 0.8 | $975k | 28k | 35.42 | |
McKesson Corporation (MCK) | 0.8 | $987k | 8.6k | 114.54 | |
Coca-Cola Company (KO) | 0.7 | $905k | 23k | 40.12 | |
Travelers Companies (TRV) | 0.7 | $908k | 11k | 79.93 | |
3M Company (MMM) | 0.7 | $887k | 8.1k | 109.31 | |
CVS Caremark Corporation (CVS) | 0.7 | $873k | 15k | 57.18 | |
iShares S&P 500 Index (IVV) | 0.7 | $829k | 5.2k | 160.97 | |
Mylan | 0.6 | $800k | 26k | 31.01 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $783k | 15k | 52.81 | |
Pepsi (PEP) | 0.6 | $773k | 9.5k | 81.75 | |
0.6 | $781k | 887.00 | 880.27 | ||
Parker-Hannifin Corporation (PH) | 0.6 | $768k | 8.0k | 95.43 | |
Whole Foods Market | 0.6 | $736k | 14k | 51.46 | |
Express Scripts Holding | 0.6 | $731k | 12k | 61.70 | |
Bristol Myers Squibb (BMY) | 0.5 | $688k | 15k | 44.68 | |
Spectra Energy | 0.5 | $691k | 20k | 34.48 | |
Danaher Corporation (DHR) | 0.5 | $668k | 11k | 63.26 | |
Everest Re Group (EG) | 0.5 | $641k | 5.0k | 128.28 | |
Becton, Dickinson and (BDX) | 0.5 | $639k | 6.5k | 98.84 | |
Pioneer Natural Resources | 0.5 | $610k | 4.2k | 144.77 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.5 | $593k | 7.5k | 79.07 | |
American Tower Reit (AMT) | 0.5 | $596k | 8.1k | 73.22 | |
Oracle Corporation (ORCL) | 0.5 | $588k | 19k | 30.71 | |
Franklin Resources (BEN) | 0.5 | $568k | 4.2k | 136.13 | |
Toyota Motor Corporation (TM) | 0.4 | $548k | 4.5k | 120.71 | |
SPDR KBW Regional Banking (KRE) | 0.4 | $552k | 16k | 33.90 | |
Analog Devices (ADI) | 0.4 | $529k | 12k | 45.10 | |
Qualcomm (QCOM) | 0.4 | $531k | 8.7k | 61.06 | |
Helmerich & Payne (HP) | 0.4 | $522k | 8.4k | 62.41 | |
General Mills (GIS) | 0.4 | $520k | 11k | 48.56 | |
Caterpillar (CAT) | 0.4 | $512k | 6.2k | 82.44 | |
Bed Bath & Beyond | 0.4 | $499k | 7.0k | 70.92 | |
AmerisourceBergen (COR) | 0.4 | $495k | 8.9k | 55.89 | |
BlackRock Inv. Quality Munic. Trust (BKN) | 0.4 | $483k | 32k | 14.95 | |
DWS Municipal Income Trust | 0.4 | $485k | 38k | 12.90 | |
Health Care REIT | 0.4 | $474k | 7.1k | 67.04 | |
Procter & Gamble Company (PG) | 0.4 | $462k | 6.0k | 77.06 | |
Intel Corporation (INTC) | 0.3 | $444k | 18k | 24.25 | |
National-Oilwell Var | 0.3 | $449k | 6.5k | 68.86 | |
iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.3 | $443k | 4.1k | 108.02 | |
Public Storage (PSA) | 0.3 | $415k | 2.7k | 153.33 | |
Fortune Brands (FBIN) | 0.3 | $416k | 11k | 38.77 | |
McDonald's Corporation (MCD) | 0.3 | $402k | 4.1k | 98.89 | |
Noble Corporation Com Stk | 0.3 | $404k | 11k | 37.59 | |
Microsoft Corporation (MSFT) | 0.3 | $400k | 12k | 34.51 | |
Walt Disney Company (DIS) | 0.3 | $393k | 6.2k | 63.08 | |
CIGNA Corporation | 0.3 | $388k | 5.3k | 72.48 | |
Nextera Energy (NEE) | 0.3 | $379k | 4.7k | 81.43 | |
Plains All American Pipeline (PAA) | 0.3 | $369k | 6.6k | 55.87 | |
E.I. du Pont de Nemours & Company | 0.3 | $357k | 6.8k | 52.50 | |
Waters Corporation (WAT) | 0.3 | $356k | 3.6k | 100.14 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $360k | 4.3k | 83.53 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $362k | 8.6k | 41.86 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.3 | $352k | 8.4k | 41.97 | |
Abbvie (ABBV) | 0.3 | $350k | 8.5k | 41.31 | |
eBay (EBAY) | 0.3 | $326k | 6.3k | 51.73 | |
Mead Johnson Nutrition | 0.3 | $327k | 4.1k | 79.13 | |
Rydex Etf Trust s^psc600 purgr | 0.3 | $327k | 5.1k | 64.12 | |
Bank Of Montreal Cadcom (BMO) | 0.2 | $316k | 5.5k | 57.94 | |
Beam | 0.2 | $322k | 5.1k | 63.14 | |
Abbott Laboratories (ABT) | 0.2 | $304k | 8.7k | 34.85 | |
Pfizer (PFE) | 0.2 | $309k | 11k | 28.00 | |
T. Rowe Price (TROW) | 0.2 | $290k | 4.0k | 73.14 | |
Schlumberger (SLB) | 0.2 | $294k | 4.1k | 71.71 | |
Dominion Resources (D) | 0.2 | $285k | 5.0k | 56.90 | |
Emerson Electric (EMR) | 0.2 | $276k | 5.1k | 54.63 | |
Target Corporation (TGT) | 0.2 | $275k | 4.0k | 68.89 | |
Merck & Co (MRK) | 0.2 | $269k | 5.8k | 46.38 | |
AGL Resources | 0.2 | $250k | 5.8k | 42.85 | |
McGraw-Hill Companies | 0.2 | $250k | 4.7k | 53.19 | |
Equity Residential (EQR) | 0.2 | $251k | 4.3k | 58.03 | |
Wal-Mart Stores (WMT) | 0.2 | $242k | 3.2k | 74.46 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $248k | 5.5k | 45.50 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $236k | 2.6k | 90.77 | |
ConocoPhillips (COP) | 0.2 | $231k | 3.8k | 60.41 | |
SPDR Barclays Capital High Yield B | 0.2 | $229k | 5.8k | 39.48 | |
Eli Lilly & Co. (LLY) | 0.2 | $218k | 4.4k | 49.26 | |
Wisconsin Energy Corporation | 0.2 | $213k | 5.2k | 40.96 | |
Lowe's Companies (LOW) | 0.2 | $221k | 5.4k | 40.93 | |
BP (BP) | 0.2 | $205k | 4.9k | 41.84 | |
Allstate Corporation (ALL) | 0.2 | $203k | 4.2k | 48.00 | |
Fastenal Company (FAST) | 0.2 | $207k | 4.5k | 45.86 | |
SPDR Gold Trust (GLD) | 0.2 | $210k | 1.8k | 119.19 | |
Dreyfus Municipal Income | 0.2 | $201k | 22k | 9.35 | |
Brandywine Realty Trust (BDN) | 0.1 | $156k | 12k | 13.52 | |
Old Republic International Corporation (ORI) | 0.1 | $132k | 10k | 12.82 |