Bowling Portfolio Management as of March 31, 2021
Portfolio Holdings for Bowling Portfolio Management
Bowling Portfolio Management holds 202 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 7.1 | $30M | 243k | 122.15 | |
Microsoft Corporation (MSFT) | 5.0 | $21M | 89k | 235.77 | |
Alphabet Inc Class A cs (GOOGL) | 3.2 | $14M | 6.6k | 2062.53 | |
Amazon (AMZN) | 3.2 | $13M | 4.3k | 3094.11 | |
Facebook Inc cl a (META) | 2.0 | $8.5M | 29k | 294.53 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $6.9M | 45k | 152.24 | |
Schwab U.S. Large-Cap ETF Etf (SCHX) | 1.6 | $6.9M | 72k | 96.03 | |
Procter & Gamble Company (PG) | 1.5 | $6.1M | 45k | 135.42 | |
KLA-Tencor Corporation (KLAC) | 1.2 | $4.9M | 15k | 330.37 | |
Anthem (ELV) | 1.1 | $4.8M | 13k | 358.96 | |
Hca Holdings (HCA) | 1.1 | $4.7M | 25k | 188.35 | |
Oracle Corporation (ORCL) | 1.1 | $4.6M | 66k | 70.17 | |
Broadcom (AVGO) | 1.1 | $4.6M | 9.9k | 463.66 | |
Berkshire Hathaway (BRK.B) | 1.1 | $4.6M | 18k | 255.49 | |
Johnson & Johnson (JNJ) | 1.1 | $4.5M | 27k | 164.33 | |
Verizon Communications (VZ) | 1.0 | $4.1M | 70k | 58.14 | |
Alphabet Inc Class C cs (GOOG) | 1.0 | $4.0M | 2.0k | 2068.65 | |
Comcast Corporation (CMCSA) | 0.9 | $4.0M | 73k | 54.11 | |
Fifth Third Ban (FITB) | 0.9 | $3.9M | 105k | 37.45 | |
Cisco Systems (CSCO) | 0.9 | $3.8M | 73k | 51.70 | |
Intel Corporation (INTC) | 0.9 | $3.6M | 56k | 64.01 | |
Home Depot (HD) | 0.8 | $3.3M | 11k | 305.29 | |
Bank of America Corporation (BAC) | 0.8 | $3.3M | 85k | 38.69 | |
Pulte (PHM) | 0.8 | $3.2M | 62k | 52.44 | |
Abbvie (ABBV) | 0.8 | $3.2M | 30k | 108.22 | |
Hp (HPQ) | 0.7 | $3.1M | 99k | 31.75 | |
UnitedHealth (UNH) | 0.7 | $3.1M | 8.4k | 372.10 | |
Lpl Financial Holdings (LPLA) | 0.7 | $2.9M | 21k | 142.16 | |
Walt Disney Company (DIS) | 0.7 | $2.8M | 15k | 184.49 | |
Amgen (AMGN) | 0.6 | $2.7M | 11k | 248.84 | |
Visa (V) | 0.6 | $2.7M | 13k | 211.71 | |
AmerisourceBergen (COR) | 0.6 | $2.7M | 23k | 118.05 | |
Cadence Design Systems (CDNS) | 0.6 | $2.6M | 19k | 136.98 | |
At&t (T) | 0.6 | $2.6M | 86k | 30.28 | |
Citigroup (C) | 0.6 | $2.5M | 35k | 72.76 | |
Oshkosh Corporation (OSK) | 0.6 | $2.5M | 21k | 118.66 | |
Cbre Group Inc Cl A (CBRE) | 0.6 | $2.5M | 32k | 79.12 | |
Cardinal Health (CAH) | 0.6 | $2.4M | 40k | 60.74 | |
Target Corporation (TGT) | 0.6 | $2.4M | 12k | 198.10 | |
Union Pacific Corporation (UNP) | 0.6 | $2.4M | 11k | 220.39 | |
Thermo Fisher Scientific (TMO) | 0.6 | $2.4M | 5.3k | 456.45 | |
CVS Caremark Corporation (CVS) | 0.6 | $2.4M | 32k | 75.22 | |
Goldman Sachs (GS) | 0.6 | $2.4M | 7.3k | 326.99 | |
Philip Morris International (PM) | 0.6 | $2.4M | 27k | 88.73 | |
Onemain Holdings (OMF) | 0.6 | $2.4M | 44k | 53.72 | |
Lockheed Martin Corporation (LMT) | 0.6 | $2.4M | 6.4k | 369.57 | |
Applied Materials (AMAT) | 0.6 | $2.3M | 18k | 133.62 | |
Foot Locker (FL) | 0.6 | $2.3M | 42k | 56.24 | |
Broadridge Financial Solutions (BR) | 0.6 | $2.3M | 15k | 153.12 | |
McKesson Corporation (MCK) | 0.5 | $2.3M | 12k | 195.06 | |
Parker-Hannifin Corporation (PH) | 0.5 | $2.3M | 7.3k | 315.41 | |
Cdw (CDW) | 0.5 | $2.3M | 14k | 165.74 | |
Hartford Financial Services (HIG) | 0.5 | $2.2M | 33k | 66.78 | |
Lear Corporation (LEA) | 0.5 | $2.2M | 12k | 181.26 | |
PNC Financial Services (PNC) | 0.5 | $2.2M | 12k | 175.41 | |
MasterCard Incorporated (MA) | 0.5 | $2.1M | 6.0k | 356.05 | |
Skyworks Solutions (SWKS) | 0.5 | $2.1M | 11k | 183.47 | |
NVIDIA Corporation (NVDA) | 0.5 | $2.1M | 3.9k | 533.83 | |
FedEx Corporation (FDX) | 0.5 | $2.0M | 7.2k | 284.03 | |
Northrop Grumman Corporation (NOC) | 0.5 | $2.0M | 6.3k | 323.67 | |
Regal-beloit Corporation (RRX) | 0.5 | $2.0M | 14k | 142.65 | |
Cimarex Energy | 0.5 | $2.0M | 34k | 59.39 | |
Williams-Sonoma (WSM) | 0.5 | $2.0M | 11k | 179.24 | |
AGCO Corporation (AGCO) | 0.5 | $2.0M | 14k | 143.64 | |
Biogen Idec (BIIB) | 0.5 | $2.0M | 7.0k | 279.72 | |
Dow (DOW) | 0.5 | $2.0M | 31k | 63.95 | |
Dell Technologies (DELL) | 0.5 | $2.0M | 22k | 88.15 | |
Jazz Pharmaceuticals (JAZZ) | 0.5 | $2.0M | 12k | 164.41 | |
Mohawk Industries (MHK) | 0.5 | $1.9M | 10k | 192.36 | |
Paccar (PCAR) | 0.5 | $1.9M | 21k | 92.93 | |
Citizens Financial (CFG) | 0.5 | $1.9M | 43k | 44.14 | |
Chevron Corporation (CVX) | 0.5 | $1.9M | 18k | 104.80 | |
Laboratory Corp. of America Holdings | 0.5 | $1.9M | 7.4k | 255.02 | |
Kroger (KR) | 0.5 | $1.9M | 53k | 35.99 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.9M | 34k | 55.83 | |
SLM Corporation (SLM) | 0.4 | $1.9M | 104k | 17.97 | |
Arrow Electronics (ARW) | 0.4 | $1.9M | 17k | 110.83 | |
Jefferies Finl Group (JEF) | 0.4 | $1.9M | 62k | 30.10 | |
Ally Financial (ALLY) | 0.4 | $1.8M | 40k | 45.21 | |
Dollar General (DG) | 0.4 | $1.8M | 8.9k | 202.68 | |
Owens Corning (OC) | 0.4 | $1.8M | 20k | 92.07 | |
Morgan Stanley (MS) | 0.4 | $1.8M | 23k | 77.64 | |
Nextera Energy (NEE) | 0.4 | $1.8M | 24k | 75.63 | |
Nucor Corporation (NUE) | 0.4 | $1.8M | 22k | 80.25 | |
Interpublic Group of Companies (IPG) | 0.4 | $1.8M | 61k | 29.19 | |
Gentex Corporation (GNTX) | 0.4 | $1.8M | 50k | 35.66 | |
Cognizant Technology Solutions (CTSH) | 0.4 | $1.8M | 23k | 78.10 | |
Ss&c Technologies Holding (SSNC) | 0.4 | $1.8M | 25k | 69.87 | |
Ishares Core US REIT Etf (USRT) | 0.4 | $1.8M | 33k | 52.41 | |
Vanguard Real Estate Etf (VNQ) | 0.4 | $1.7M | 19k | 91.88 | |
Whirlpool Corporation (WHR) | 0.4 | $1.7M | 7.9k | 220.39 | |
Dropbox Inc-class A (DBX) | 0.4 | $1.7M | 64k | 26.66 | |
Paypal Holdings (PYPL) | 0.4 | $1.7M | 7.0k | 242.90 | |
Spectrum Brands Holding (SPB) | 0.4 | $1.7M | 20k | 85.00 | |
Manpower (MAN) | 0.4 | $1.7M | 17k | 98.87 | |
A. O. Smith Corporation (AOS) | 0.4 | $1.7M | 25k | 67.60 | |
Timken Company (TKR) | 0.4 | $1.7M | 21k | 81.18 | |
Eastman Chemical Company (EMN) | 0.4 | $1.7M | 15k | 110.14 | |
Universal Health Services (UHS) | 0.4 | $1.6M | 12k | 133.43 | |
Bristol Myers Squibb (BMY) | 0.4 | $1.6M | 26k | 63.11 | |
NetApp (NTAP) | 0.4 | $1.6M | 22k | 72.66 | |
AES Corporation (AES) | 0.4 | $1.6M | 60k | 26.81 | |
Hologic (HOLX) | 0.4 | $1.6M | 21k | 74.39 | |
SPDR Tr Unit Ser 1 Etf (SPY) | 0.4 | $1.6M | 4.0k | 396.41 | |
Cdk Global Inc equities | 0.4 | $1.6M | 29k | 54.05 | |
Delta Air Lines (DAL) | 0.4 | $1.6M | 33k | 48.28 | |
Quest Diagnostics Incorporated (DGX) | 0.4 | $1.6M | 12k | 128.32 | |
Wells Fargo & Company (WFC) | 0.4 | $1.5M | 39k | 39.07 | |
Wal-Mart Stores (WMT) | 0.4 | $1.5M | 11k | 135.80 | |
Chemours (CC) | 0.4 | $1.5M | 55k | 27.91 | |
Amdocs Ltd ord (DOX) | 0.4 | $1.5M | 21k | 70.17 | |
Best Buy (BBY) | 0.3 | $1.5M | 13k | 114.83 | |
Phillips 66 (PSX) | 0.3 | $1.4M | 18k | 81.55 | |
Assurant (AIZ) | 0.3 | $1.4M | 10k | 141.80 | |
Raytheon Technologies Corp (RTX) | 0.3 | $1.4M | 18k | 77.27 | |
Voya Financial (VOYA) | 0.3 | $1.4M | 21k | 63.62 | |
DaVita (DVA) | 0.3 | $1.4M | 13k | 107.79 | |
Netflix (NFLX) | 0.3 | $1.4M | 2.6k | 521.49 | |
PerkinElmer (RVTY) | 0.3 | $1.4M | 11k | 128.32 | |
Charles Schwab Corporation (SCHW) | 0.3 | $1.3M | 21k | 65.17 | |
Industries N shs - a - (LYB) | 0.3 | $1.3M | 13k | 104.02 | |
D.R. Horton (DHI) | 0.3 | $1.3M | 15k | 89.13 | |
Metropcs Communications (TMUS) | 0.3 | $1.3M | 10k | 125.26 | |
Lowe's Companies (LOW) | 0.3 | $1.3M | 6.8k | 190.24 | |
L Brands | 0.3 | $1.3M | 21k | 61.87 | |
NCR Corporation (VYX) | 0.3 | $1.3M | 34k | 37.94 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.2M | 23k | 53.47 | |
Qorvo (QRVO) | 0.3 | $1.2M | 6.5k | 182.71 | |
Huntington Ingalls Inds (HII) | 0.3 | $1.2M | 5.8k | 205.91 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $1.2M | 36k | 32.94 | |
Brunswick Corporation (BC) | 0.3 | $1.2M | 12k | 95.33 | |
Graham Hldgs (GHC) | 0.3 | $1.1M | 2.0k | 562.50 | |
Everest Re Group (EG) | 0.3 | $1.1M | 4.5k | 247.87 | |
Pfizer (PFE) | 0.3 | $1.1M | 30k | 36.24 | |
Lennar Corporation (LEN) | 0.3 | $1.1M | 11k | 101.27 | |
Schwab International Equity Etf (SCHF) | 0.3 | $1.1M | 28k | 37.60 | |
Hubbell (HUBB) | 0.2 | $1.0M | 5.5k | 186.98 | |
Newmont Mining Corporation (NEM) | 0.2 | $1.0M | 17k | 60.29 | |
Eli Lilly & Co. (LLY) | 0.2 | $1.0M | 5.4k | 186.78 | |
Qualcomm (QCOM) | 0.2 | $986k | 7.4k | 132.63 | |
Kraft Heinz (KHC) | 0.2 | $981k | 25k | 40.00 | |
Hewlett Packard Enterprise (HPE) | 0.2 | $972k | 62k | 15.73 | |
ConAgra Foods (CAG) | 0.2 | $966k | 26k | 37.62 | |
Merck & Co (MRK) | 0.2 | $950k | 12k | 77.12 | |
Schwab US Mid-Cap Etf (SCHM) | 0.2 | $941k | 13k | 74.42 | |
Virtu Financial Inc Class A (VIRT) | 0.2 | $935k | 30k | 31.06 | |
Costco Wholesale Corporation (COST) | 0.2 | $934k | 2.7k | 352.45 | |
Boeing Company (BA) | 0.2 | $922k | 3.6k | 254.63 | |
Marvell Technology Group | 0.2 | $888k | 18k | 49.00 | |
Quanta Services (PWR) | 0.2 | $882k | 10k | 88.00 | |
Berry Plastics (BERY) | 0.2 | $860k | 14k | 61.43 | |
Public Service Enterprise (PEG) | 0.2 | $858k | 14k | 60.19 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $843k | 4.7k | 179.06 | |
Pra Health Sciences | 0.2 | $826k | 5.4k | 153.25 | |
American Electric Power Company (AEP) | 0.2 | $807k | 9.5k | 84.74 | |
Westlake Chemical Corporation (WLK) | 0.2 | $807k | 9.1k | 88.74 | |
Reliance Steel & Aluminum (RS) | 0.2 | $806k | 5.3k | 152.25 | |
Walgreen Boots Alliance (WBA) | 0.2 | $795k | 15k | 54.92 | |
Lumentum Hldgs (LITE) | 0.2 | $737k | 8.1k | 91.35 | |
Liberty Interactive Corp (QRTEA) | 0.2 | $727k | 62k | 11.76 | |
Schwab US Small-Cap Etf (SCHA) | 0.2 | $703k | 7.1k | 99.67 | |
Lam Research Corporation (LRCX) | 0.2 | $676k | 1.1k | 595.59 | |
MetLife (MET) | 0.2 | $637k | 11k | 60.77 | |
Xerox Corp (XRX) | 0.2 | $636k | 26k | 24.27 | |
Discover Financial Services (DFS) | 0.2 | $633k | 6.7k | 95.05 | |
Pepsi (PEP) | 0.1 | $616k | 4.4k | 141.38 | |
L3harris Technologies (LHX) | 0.1 | $614k | 3.0k | 202.71 | |
AutoZone (AZO) | 0.1 | $601k | 428.00 | 1404.21 | |
Chubb (CB) | 0.1 | $573k | 3.6k | 157.94 | |
SYSCO Corporation (SYY) | 0.1 | $516k | 6.5k | 78.81 | |
Schwab US Broad Market Etf (SCHB) | 0.1 | $511k | 5.3k | 96.76 | |
Packaging Corporation of America (PKG) | 0.1 | $506k | 3.8k | 134.40 | |
First Hawaiian (FHB) | 0.1 | $500k | 18k | 27.37 | |
Western Digital (WDC) | 0.1 | $451k | 6.8k | 66.81 | |
eBay (EBAY) | 0.1 | $448k | 7.3k | 61.24 | |
Tyson Foods (TSN) | 0.1 | $431k | 5.8k | 74.28 | |
Delphi Automotive Inc international (APTV) | 0.1 | $416k | 3.0k | 138.02 | |
LKQ Corporation (LKQ) | 0.1 | $409k | 9.7k | 42.31 | |
Spirit AeroSystems Holdings (SPR) | 0.1 | $384k | 7.9k | 48.65 | |
EOG Resources (EOG) | 0.1 | $378k | 5.2k | 72.58 | |
Trinity Industries (TRN) | 0.1 | $366k | 13k | 28.53 | |
Popular (BPOP) | 0.1 | $364k | 5.2k | 70.27 | |
Cummins (CMI) | 0.1 | $339k | 1.3k | 259.37 | |
Schwab Emerging Markets Equity Etf (SCHE) | 0.1 | $332k | 10k | 31.79 | |
Steel Dynamics (STLD) | 0.1 | $326k | 6.4k | 50.74 | |
Invesco S&P 500 Etf (PBP) | 0.1 | $319k | 15k | 21.65 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $317k | 12k | 27.57 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $307k | 3.8k | 80.58 | |
Alexion Pharmaceuticals | 0.1 | $284k | 1.9k | 153.02 | |
Arcosa (ACA) | 0.1 | $262k | 4.0k | 65.13 | |
Monster Beverage Corp (MNST) | 0.1 | $257k | 2.8k | 91.17 | |
Ishares Core S&P 500 Etf Etf (IVV) | 0.1 | $250k | 629.00 | 397.46 | |
Cintas Corporation (CTAS) | 0.1 | $243k | 713.00 | 340.81 | |
Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $239k | 1.6k | 147.26 | |
Masimo Corporation (MASI) | 0.1 | $237k | 1.0k | 229.87 | |
Us Foods Hldg Corp call (USFD) | 0.1 | $221k | 5.8k | 38.06 | |
Select Sector SPDR Amex Techno Etf (XLK) | 0.1 | $217k | 1.6k | 132.80 | |
IShares S&P Mid-Cap 400 Growth Etf (IJK) | 0.1 | $216k | 2.8k | 78.49 | |
CF Bankshares (CFBK) | 0.1 | $216k | 11k | 19.97 | |
Mondelez Int (MDLZ) | 0.1 | $214k | 3.7k | 58.41 | |
Valero Energy Corporation (VLO) | 0.1 | $211k | 2.9k | 71.65 | |
Select Energy Svcs Inc cl a (WTTR) | 0.0 | $131k | 26k | 4.99 |