Bank Of Stockton as of Dec. 31, 2014
Portfolio Holdings for Bank Of Stockton
Bank Of Stockton holds 110 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P MidCap 400 Index (IJH) | 11.6 | $20M | 141k | 144.80 | |
iShares S&P SmallCap 600 Index (IJR) | 9.3 | $16M | 143k | 114.06 | |
Rydex S&P 500 Pure Growth ETF | 8.8 | $15M | 194k | 79.52 | |
Rydex Etf Trust s^p500 pur val | 8.5 | $15M | 271k | 54.96 | |
Rydex S&P MidCap 400 Pure Growth ETF | 8.0 | $14M | 116k | 121.80 | |
Rydex S&P MidCap 400 Pure Value ETF | 5.6 | $9.8M | 180k | 54.36 | |
iShares Cohen & Steers Realty Maj. (ICF) | 3.3 | $5.8M | 60k | 96.83 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 3.0 | $5.4M | 114k | 46.89 | |
iShares S&P 500 Index (IVV) | 1.3 | $2.3M | 11k | 206.89 | |
Apple Computer | 1.2 | $2.1M | 19k | 110.36 | |
Visa (V) | 1.1 | $2.0M | 7.5k | 262.25 | |
Chevron Corporation (CVX) | 1.1 | $1.8M | 16k | 112.17 | |
American Express | 1.1 | $1.8M | 20k | 93.03 | |
PPG Industries (PPG) | 1.0 | $1.8M | 7.8k | 231.19 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 1.0 | $1.8M | 35k | 51.73 | |
CVS Caremark Corporation (CVS) | 0.9 | $1.6M | 17k | 96.32 | |
McKesson Corporation (MCK) | 0.9 | $1.6M | 7.9k | 207.54 | |
Comcast Corporation (CMCSA) | 0.9 | $1.6M | 28k | 57.99 | |
Home Depot (HD) | 0.8 | $1.5M | 14k | 104.94 | |
3M Company (MMM) | 0.8 | $1.5M | 8.9k | 164.36 | |
Johnson & Johnson (JNJ) | 0.8 | $1.4M | 14k | 104.58 | |
Costco Wholesale Corporation (COST) | 0.8 | $1.4M | 9.8k | 141.74 | |
United Technologies Corporation | 0.8 | $1.4M | 12k | 114.96 | |
General Electric Company | 0.8 | $1.3M | 53k | 25.28 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.3M | 14k | 92.49 | |
Travelers Companies (TRV) | 0.7 | $1.3M | 12k | 105.85 | |
Mylan | 0.7 | $1.3M | 23k | 56.39 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.3M | 20k | 62.57 | |
Everest Re Group (EG) | 0.7 | $1.3M | 7.4k | 170.28 | |
Verizon Communications (VZ) | 0.7 | $1.3M | 27k | 46.79 | |
Walt Disney Company (DIS) | 0.7 | $1.1M | 12k | 94.16 | |
Parker-Hannifin Corporation (PH) | 0.7 | $1.1M | 8.9k | 128.97 | |
Accenture Ltd Bermuda | 0.6 | $1.1M | 13k | 89.31 | |
Allstate Corp | 0.6 | $1.1M | 15k | 70.26 | |
AmerisourceBergen (COR) | 0.6 | $1.0M | 12k | 90.13 | |
Bristol Myers Squibb (BMY) | 0.5 | $922k | 16k | 58.99 | |
Spectra Energy | 0.5 | $892k | 25k | 36.32 | |
Express Scripts Holding | 0.5 | $890k | 11k | 84.71 | |
International Business Machines (IBM) | 0.5 | $870k | 5.4k | 160.39 | |
SPDR KBW Regional Banking (KRE) | 0.5 | $867k | 21k | 40.71 | |
Pepsi (PEP) | 0.5 | $842k | 8.9k | 94.51 | |
Coca-Cola Company (KO) | 0.5 | $827k | 20k | 42.20 | |
Oracle Corporation (ORCL) | 0.5 | $803k | 18k | 44.97 | |
TRW Automotive Holdings | 0.5 | $800k | 7.8k | 102.89 | |
At&t (T) | 0.5 | $785k | 23k | 33.60 | |
Danaher Corporation (DHR) | 0.5 | $796k | 9.3k | 85.69 | |
ANALOG DEVICES INC COM Stk | 0.4 | $761k | 14k | 55.50 | |
BECTON DICKINSON & CO Com Stk | 0.4 | $753k | 5.4k | 139.09 | |
Schlumberger (SLB) | 0.4 | $700k | 8.2k | 85.35 | |
Qualcomm (QCOM) | 0.4 | $705k | 9.5k | 74.36 | |
0.4 | $664k | 1.3k | 530.89 | ||
Intel Corporation (INTC) | 0.3 | $619k | 17k | 36.25 | |
Regions Financial Corporation (RF) | 0.3 | $615k | 58k | 10.57 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.3 | $598k | 7.1k | 84.70 | |
Procter & Gamble Company (PG) | 0.3 | $572k | 6.3k | 91.00 | |
Pioneer Natural Resources | 0.3 | $566k | 3.8k | 148.72 | |
Google Inc Class C | 0.3 | $541k | 1.0k | 526.01 | |
Microsoft Corporation (MSFT) | 0.3 | $536k | 12k | 46.50 | |
Nextera Energy (NEE) | 0.3 | $528k | 5.0k | 106.22 | |
Stryker Corporation (SYK) | 0.3 | $518k | 5.5k | 94.33 | |
Pinnacle Foods Inc De | 0.3 | $513k | 15k | 35.27 | |
E.I. du Pont de Nemours & Company | 0.3 | $499k | 6.8k | 73.93 | |
General Mills (GIS) | 0.3 | $494k | 9.3k | 53.35 | |
Rydex Etf Trust s^psc600 purgr | 0.3 | $488k | 6.0k | 80.73 | |
Packaging Corporation of America (PKG) | 0.3 | $467k | 6.0k | 78.13 | |
CIGNA Corporation | 0.3 | $480k | 4.7k | 102.60 | |
Toyota Motor Corporation (TM) | 0.3 | $449k | 3.6k | 125.50 | |
Abbvie (ABBV) | 0.3 | $458k | 7.0k | 65.48 | |
iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.2 | $447k | 3.8k | 117.60 | |
Electronic Arts (EA) | 0.2 | $382k | 8.1k | 47.04 | |
Cheesecake Factory Incorporated (CAKE) | 0.2 | $385k | 7.6k | 50.34 | |
Plains All American Pipeline (PAA) | 0.2 | $389k | 7.6k | 51.29 | |
Agl Resources Inc Com Usd5 | 0.2 | $382k | 7.0k | 54.46 | |
Taiwan Semiconductor Mfg (TSM) | 0.2 | $369k | 17k | 22.36 | |
American Tower Reit (AMT) | 0.2 | $367k | 3.7k | 98.79 | |
McGraw-Hill Companies | 0.2 | $360k | 4.1k | 88.89 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $360k | 5.0k | 72.73 | |
Merck & Co (MRK) | 0.2 | $338k | 6.0k | 56.81 | |
Abbott Laboratories | 0.2 | $339k | 7.5k | 44.96 | |
Eli Lilly & Co. (LLY) | 0.2 | $311k | 4.5k | 69.05 | |
Public Storage (PSA) | 0.2 | $312k | 1.7k | 184.62 | |
Waters Corporation (WAT) | 0.2 | $313k | 2.8k | 112.71 | |
ConocoPhillips (COP) | 0.2 | $319k | 4.6k | 69.06 | |
Lowe's Companies (LOW) | 0.2 | $315k | 4.6k | 68.85 | |
Kinder Morgan (KMI) | 0.2 | $311k | 7.4k | 42.27 | |
U.S. Bancorp (USB) | 0.2 | $297k | 6.6k | 44.90 | |
Emerson Electric (EMR) | 0.2 | $273k | 4.4k | 61.79 | |
Colgate-Palmolive Company (CL) | 0.2 | $283k | 4.1k | 69.13 | |
BANK OF MONTREAL Cadcom | 0.2 | $286k | 4.1k | 70.63 | |
Dominion Resources (D) | 0.1 | $271k | 3.5k | 76.99 | |
National-Oilwell Var | 0.1 | $267k | 4.1k | 65.64 | |
Fiserv (FI) | 0.1 | $265k | 3.7k | 70.95 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $268k | 5.7k | 46.69 | |
Novartis (NVS) | 0.1 | $247k | 2.7k | 92.68 | |
Wisconsin Energy Corporation | 0.1 | $247k | 4.7k | 52.72 | |
McDonald's Corporation (MCD) | 0.1 | $220k | 2.3k | 93.82 | |
Wells Fargo & Company (WFC) | 0.1 | $233k | 4.2k | 54.88 | |
eBay (EBAY) | 0.1 | $230k | 4.1k | 56.07 | |
J.M. Smucker Company (SJM) | 0.1 | $234k | 2.3k | 100.88 | |
Vanguard REIT ETF (VNQ) | 0.1 | $228k | 2.8k | 80.85 | |
Pimco Municipal Income Fund II (PML) | 0.1 | $226k | 19k | 11.89 | |
Northrop Grumman Corporation (NOC) | 0.1 | $218k | 1.5k | 147.10 | |
Magellan Midstream Partners | 0.1 | $209k | 2.5k | 82.61 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $212k | 1.3k | 166.93 | |
BlackRock Inv. Quality Munic. Trust (BKN) | 0.1 | $219k | 13k | 16.47 | |
Franklin Resources (BEN) | 0.1 | $202k | 3.6k | 55.45 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $202k | 1.8k | 115.43 | |
Cohen & Steers REIT/P (RNP) | 0.1 | $196k | 10k | 19.01 | |
Dreyfus Municipal Income | 0.1 | $135k | 14k | 9.64 | |
Accenture (ACN) | 0.0 | $13k | 150.00 | 86.67 |