Bellevue Financial as of Dec. 31, 2013
Portfolio Holdings for Bellevue Financial
Bellevue Financial holds 71 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 10.4 | $12M | 114k | 105.46 | |
Berkshire Hathaway (BRK.B) | 4.7 | $5.4M | 46k | 118.56 | |
At&t (T) | 4.4 | $5.1M | 145k | 35.16 | |
TAL International | 3.8 | $4.4M | 76k | 57.35 | |
Apple (AAPL) | 3.7 | $4.3M | 7.7k | 560.99 | |
Kraft Foods | 3.6 | $4.2M | 77k | 53.91 | |
Intel Corporation (INTC) | 3.3 | $3.8M | 148k | 25.95 | |
ConocoPhillips (COP) | 3.1 | $3.5M | 50k | 70.65 | |
Exelon Corporation (EXC) | 3.0 | $3.5M | 127k | 27.39 | |
Microsoft Corporation (MSFT) | 2.9 | $3.4M | 91k | 37.41 | |
Transocean (RIG) | 2.8 | $3.2M | 65k | 49.42 | |
Coca-Cola Company (KO) | 2.7 | $3.1M | 76k | 41.31 | |
WisdomTree Equity Income Fund (DHS) | 2.6 | $3.0M | 54k | 55.11 | |
Kimberly-Clark Corporation (KMB) | 2.5 | $2.9M | 28k | 104.46 | |
Altria (MO) | 2.5 | $2.9M | 76k | 38.39 | |
Western Union Company (WU) | 2.5 | $2.9M | 166k | 17.25 | |
Starbucks Corporation (SBUX) | 2.2 | $2.6M | 33k | 78.40 | |
Consolidated Edison (ED) | 2.2 | $2.5M | 46k | 55.27 | |
Kinder Morgan Energy Partners | 2.1 | $2.4M | 30k | 80.67 | |
U.S. Bancorp (USB) | 2.1 | $2.4M | 59k | 40.41 | |
Qualcomm (QCOM) | 2.1 | $2.4M | 32k | 74.26 | |
Bristol Myers Squibb (BMY) | 2.0 | $2.3M | 43k | 53.16 | |
ACCO Brands Corporation (ACCO) | 2.0 | $2.3M | 338k | 6.72 | |
Nike (NKE) | 1.9 | $2.2M | 28k | 78.63 | |
SPDR Gold Trust (GLD) | 1.8 | $2.1M | 18k | 116.13 | |
Agrium | 1.5 | $1.8M | 19k | 91.51 | |
Potash Corp. Of Saskatchewan I | 1.4 | $1.6M | 48k | 32.96 | |
Barrick Gold Corp (GOLD) | 1.4 | $1.6M | 89k | 17.63 | |
Chicago Bridge & Iron Company | 1.2 | $1.4M | 16k | 83.17 | |
Newmont Mining Corporation (NEM) | 1.1 | $1.3M | 58k | 23.04 | |
Johnson & Johnson (JNJ) | 1.1 | $1.3M | 14k | 91.56 | |
Pvh Corporation (PVH) | 1.1 | $1.3M | 9.7k | 136.05 | |
Hershey Company (HSY) | 1.0 | $1.2M | 12k | 97.22 | |
CenturyLink | 1.0 | $1.1M | 36k | 31.86 | |
Investors Real Estate Trust | 1.0 | $1.1M | 133k | 8.58 | |
Vanguard Total Bond Market ETF (BND) | 0.9 | $999k | 13k | 80.05 | |
Pioneer Natural Resources | 0.7 | $813k | 4.4k | 184.14 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.6 | $729k | 30k | 24.30 | |
Aar (AIR) | 0.6 | $639k | 23k | 28.03 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $587k | 7.0k | 84.34 | |
Wal-Mart Stores (WMT) | 0.5 | $572k | 7.3k | 78.65 | |
Schnitzer Steel Industries (RDUS) | 0.5 | $556k | 17k | 32.67 | |
Abb (ABBNY) | 0.5 | $551k | 21k | 26.54 | |
Arkansas Best Corporation | 0.4 | $502k | 15k | 33.69 | |
MidWestOne Financial (MOFG) | 0.4 | $481k | 18k | 27.18 | |
PIMCO Corporate Opportunity Fund (PTY) | 0.4 | $453k | 26k | 17.26 | |
Beacon Roofing Supply (BECN) | 0.4 | $447k | 11k | 40.27 | |
iShares Russell 1000 Index (IWB) | 0.4 | $418k | 4.0k | 103.29 | |
Enterprise Products Partners (EPD) | 0.3 | $391k | 5.9k | 66.24 | |
Marsh & McLennan Companies (MMC) | 0.3 | $340k | 7.0k | 48.30 | |
Chevron Corporation (CVX) | 0.3 | $322k | 2.6k | 124.76 | |
Newell Rubbermaid (NWL) | 0.3 | $329k | 10k | 32.41 | |
Koninklijke Philips Electronics NV (PHG) | 0.3 | $329k | 8.9k | 37.02 | |
SPDR Barclays Capital High Yield B | 0.3 | $328k | 8.1k | 40.62 | |
Costco Wholesale Corporation (COST) | 0.2 | $296k | 2.5k | 119.16 | |
Public Service Enterprise (PEG) | 0.2 | $282k | 8.8k | 32.04 | |
Michael Kors Holdings | 0.2 | $277k | 3.4k | 81.23 | |
Oracle Corporation (ORCL) | 0.2 | $256k | 6.7k | 38.22 | |
PIMCO Short Term Mncpl (SMMU) | 0.2 | $251k | 5.0k | 50.20 | |
Audience | 0.2 | $241k | 21k | 11.65 | |
General Electric Company | 0.2 | $236k | 8.4k | 28.08 | |
Mattel (MAT) | 0.2 | $228k | 4.8k | 47.51 | |
Lowe's Companies (LOW) | 0.2 | $222k | 4.5k | 49.61 | |
Clarcor | 0.2 | $224k | 3.5k | 64.40 | |
Market Vectors Gold Miners ETF | 0.2 | $216k | 10k | 21.16 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.2 | $226k | 2.6k | 86.10 | |
Piedmont Office Realty Trust (PDM) | 0.2 | $211k | 13k | 16.48 | |
J.M. Smucker Company (SJM) | 0.2 | $203k | 2.0k | 103.73 | |
Eaton Vance Mun Income Term Tr (ETX) | 0.2 | $182k | 13k | 14.56 | |
Build-A-Bear Workshop (BBW) | 0.1 | $139k | 18k | 7.54 | |
Chambers Str Pptys | 0.1 | $94k | 12k | 7.64 |