Bowling Portfolio Management as of June 30, 2021
Portfolio Holdings for Bowling Portfolio Management
Bowling Portfolio Management holds 203 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) | 7.8 | $35M | 257k | 136.96 | |
Microsoft Corporation (MSFT) | 5.6 | $25M | 93k | 270.90 | |
Amazon (AMZN) | 3.7 | $17M | 4.8k | 3440.11 | |
Alphabet Inc Class A cs (GOOGL) | 3.7 | $17M | 6.8k | 2441.80 | |
Facebook Inc cl a (META) | 2.3 | $10M | 29k | 347.72 | |
Schwab U.S. Large-Cap ETF Etf (SCHX) | 1.6 | $7.0M | 68k | 103.97 | |
UnitedHealth (UNH) | 1.3 | $5.9M | 15k | 400.46 | |
Berkshire Hathaway (BRK.B) | 1.3 | $5.8M | 21k | 277.90 | |
JPMorgan Chase & Co. (JPM) | 1.3 | $5.7M | 37k | 155.54 | |
KLA-Tencor Corporation (KLAC) | 1.2 | $5.5M | 17k | 324.24 | |
Hca Holdings (HCA) | 1.1 | $5.0M | 24k | 206.72 | |
Alphabet Inc Class C cs (GOOG) | 1.1 | $4.9M | 2.0k | 2506.10 | |
Anthem (ELV) | 1.1 | $4.9M | 13k | 381.77 | |
Johnson & Johnson (JNJ) | 1.1 | $4.8M | 29k | 164.72 | |
Broadcom (AVGO) | 1.1 | $4.8M | 10k | 476.86 | |
Procter & Gamble Company (PG) | 1.0 | $4.4M | 33k | 134.92 | |
Comcast Corporation (CMCSA) | 1.0 | $4.3M | 76k | 57.02 | |
Oshkosh Corporation (OSK) | 1.0 | $4.3M | 34k | 124.64 | |
Oracle Corporation (ORCL) | 0.9 | $4.2M | 54k | 77.84 | |
Verizon Communications (VZ) | 0.9 | $4.0M | 71k | 56.03 | |
Kroger (KR) | 0.8 | $3.8M | 99k | 38.31 | |
Home Depot (HD) | 0.8 | $3.8M | 12k | 318.90 | |
Bank of America Corporation (BAC) | 0.8 | $3.6M | 88k | 41.23 | |
Abbvie (ABBV) | 0.7 | $3.3M | 30k | 112.64 | |
Pulte (PHM) | 0.7 | $3.2M | 59k | 54.56 | |
Foot Locker (FL) | 0.7 | $3.2M | 52k | 61.63 | |
Visa (V) | 0.7 | $3.1M | 13k | 233.85 | |
Thermo Fisher Scientific (TMO) | 0.7 | $3.0M | 6.0k | 504.50 | |
Walt Disney Company (DIS) | 0.7 | $3.0M | 17k | 175.77 | |
Utilities Sel SPDR Etf (XLU) | 0.6 | $2.9M | 46k | 63.24 | |
Hp (HPQ) | 0.6 | $2.9M | 95k | 30.19 | |
Lpl Financial Holdings (LPLA) | 0.6 | $2.9M | 21k | 134.97 | |
Cbre Group Inc Cl A (CBRE) | 0.6 | $2.8M | 32k | 85.72 | |
Morgan Stanley (MS) | 0.6 | $2.8M | 30k | 91.69 | |
CVS Caremark Corporation (CVS) | 0.6 | $2.7M | 32k | 83.44 | |
Cadence Design Systems (CDNS) | 0.6 | $2.6M | 19k | 136.80 | |
Amdocs Ltd ord (DOX) | 0.6 | $2.6M | 34k | 77.37 | |
Amgen (AMGN) | 0.6 | $2.6M | 11k | 243.71 | |
Goldman Sachs (GS) | 0.6 | $2.6M | 6.8k | 379.54 | |
Onemain Holdings (OMF) | 0.6 | $2.6M | 43k | 59.90 | |
At&t (T) | 0.6 | $2.6M | 89k | 28.78 | |
Broadridge Financial Solutions (BR) | 0.6 | $2.5M | 16k | 161.53 | |
Cdw (CDW) | 0.6 | $2.5M | 14k | 174.65 | |
Ishares Core US REIT Etf (USRT) | 0.5 | $2.4M | 42k | 58.33 | |
Vanguard Real Estate Etf (VNQ) | 0.5 | $2.4M | 24k | 101.79 | |
Lockheed Martin Corporation (LMT) | 0.5 | $2.4M | 6.3k | 378.41 | |
PNC Financial Services (PNC) | 0.5 | $2.4M | 13k | 190.73 | |
Pfizer (PFE) | 0.5 | $2.4M | 61k | 39.16 | |
Northrop Grumman Corporation (NOC) | 0.5 | $2.3M | 6.4k | 363.48 | |
Applied Materials (AMAT) | 0.5 | $2.3M | 16k | 142.43 | |
MasterCard Incorporated (MA) | 0.5 | $2.3M | 6.3k | 365.03 | |
Cisco Systems (CSCO) | 0.5 | $2.3M | 43k | 53.00 | |
SPDR Tr Unit Ser 1 Etf (SPY) | 0.5 | $2.2M | 5.2k | 428.13 | |
Skyworks Solutions (SWKS) | 0.5 | $2.2M | 12k | 191.72 | |
Exxon Mobil Corporation (XOM) | 0.5 | $2.2M | 34k | 63.08 | |
Lear Corporation (LEA) | 0.5 | $2.2M | 12k | 175.25 | |
Parker-Hannifin Corporation (PH) | 0.5 | $2.1M | 7.0k | 307.16 | |
LKQ Corporation (LKQ) | 0.5 | $2.1M | 44k | 49.21 | |
Materials SS SPDR Etf (XLB) | 0.5 | $2.1M | 26k | 82.30 | |
Vanguard Materials Index Fund Etf (VAW) | 0.5 | $2.1M | 12k | 180.76 | |
Nucor Corporation (NUE) | 0.5 | $2.1M | 22k | 95.91 | |
Fidelity MSCI Materials Index Etf (FMAT) | 0.5 | $2.1M | 46k | 46.21 | |
Altria (MO) | 0.5 | $2.1M | 44k | 47.67 | |
Jazz Pharmaceuticals (JAZZ) | 0.5 | $2.1M | 12k | 177.67 | |
Qorvo (QRVO) | 0.5 | $2.1M | 11k | 195.67 | |
Paypal Holdings (PYPL) | 0.5 | $2.1M | 7.2k | 291.48 | |
Iqvia Holdings (IQV) | 0.5 | $2.1M | 8.6k | 242.30 | |
Tyson Foods (TSN) | 0.5 | $2.1M | 28k | 73.76 | |
Fifth Third Ban (FITB) | 0.5 | $2.1M | 54k | 38.24 | |
Intel Corporation (INTC) | 0.5 | $2.0M | 36k | 56.14 | |
Discover Financial Services (DFS) | 0.4 | $2.0M | 17k | 118.27 | |
FedEx Corporation (FDX) | 0.4 | $2.0M | 6.7k | 298.35 | |
Dell Technologies (DELL) | 0.4 | $1.9M | 19k | 99.65 | |
Charles River Laboratories (CRL) | 0.4 | $1.9M | 5.2k | 369.87 | |
Chevron Corporation (CVX) | 0.4 | $1.9M | 18k | 104.71 | |
Paccar (PCAR) | 0.4 | $1.9M | 21k | 89.26 | |
Waters Corporation (WAT) | 0.4 | $1.9M | 5.5k | 345.55 | |
Laboratory Corp. of America Holdings | 0.4 | $1.9M | 6.8k | 275.84 | |
Arrow Electronics (ARW) | 0.4 | $1.8M | 16k | 113.81 | |
Gartner (IT) | 0.4 | $1.8M | 7.5k | 242.13 | |
Jefferies Finl Group (JEF) | 0.4 | $1.8M | 53k | 34.21 | |
Dover Corporation (DOV) | 0.4 | $1.8M | 12k | 150.61 | |
SLM Corporation (SLM) | 0.4 | $1.8M | 85k | 20.94 | |
SYNNEX Corporation (SNX) | 0.4 | $1.8M | 15k | 121.79 | |
Wells Fargo & Company (WFC) | 0.4 | $1.8M | 39k | 45.28 | |
Interpublic Group of Companies (IPG) | 0.4 | $1.7M | 54k | 32.48 | |
MKS Instruments (MKSI) | 0.4 | $1.7M | 9.8k | 177.99 | |
Citizens Financial (CFG) | 0.4 | $1.7M | 38k | 45.88 | |
Kraft Heinz (KHC) | 0.4 | $1.7M | 42k | 40.78 | |
Manpower (MAN) | 0.4 | $1.7M | 15k | 118.94 | |
Genuine Parts Company (GPC) | 0.4 | $1.7M | 14k | 126.49 | |
Cimarex Energy | 0.4 | $1.7M | 24k | 72.45 | |
AmerisourceBergen (COR) | 0.4 | $1.7M | 15k | 114.48 | |
Ss&c Technologies Holding (SSNC) | 0.4 | $1.7M | 24k | 72.07 | |
Corning Incorporated (GLW) | 0.4 | $1.7M | 41k | 40.90 | |
Bristol Myers Squibb (BMY) | 0.4 | $1.7M | 25k | 66.84 | |
Santander Consumer Usa | 0.4 | $1.7M | 46k | 36.31 | |
Spectrum Brands Holding (SPB) | 0.4 | $1.7M | 20k | 85.06 | |
Molina Healthcare (MOH) | 0.4 | $1.7M | 6.6k | 253.03 | |
Nexstar Broadcasting (NXST) | 0.4 | $1.7M | 11k | 147.84 | |
Gentex Corporation (GNTX) | 0.4 | $1.7M | 50k | 33.09 | |
Williams-Sonoma (WSM) | 0.4 | $1.7M | 10k | 159.68 | |
Ally Financial (ALLY) | 0.4 | $1.7M | 33k | 49.85 | |
Owens Corning (OC) | 0.4 | $1.7M | 17k | 97.90 | |
Avnet (AVT) | 0.4 | $1.6M | 41k | 40.07 | |
Brunswick Corporation (BC) | 0.4 | $1.6M | 16k | 99.61 | |
AutoNation (AN) | 0.4 | $1.6M | 17k | 94.79 | |
Omni (OMC) | 0.4 | $1.6M | 20k | 80.00 | |
Dentsply Sirona (XRAY) | 0.4 | $1.6M | 26k | 63.24 | |
Union Pacific Corporation (UNP) | 0.4 | $1.6M | 7.4k | 219.93 | |
Assurant (AIZ) | 0.4 | $1.6M | 10k | 156.13 | |
Virtu Financial Inc Class A (VIRT) | 0.4 | $1.6M | 58k | 27.64 | |
Jacobs Engineering | 0.4 | $1.6M | 12k | 133.45 | |
First Horizon National Corporation (FHN) | 0.4 | $1.6M | 91k | 17.28 | |
Timken Company (TKR) | 0.3 | $1.6M | 19k | 80.58 | |
AGCO Corporation (AGCO) | 0.3 | $1.6M | 12k | 130.40 | |
Raytheon Technologies Corp (RTX) | 0.3 | $1.5M | 18k | 85.30 | |
Whirlpool Corporation (WHR) | 0.3 | $1.5M | 7.1k | 217.99 | |
Crane | 0.3 | $1.5M | 17k | 92.38 | |
Mohawk Industries (MHK) | 0.3 | $1.5M | 7.9k | 192.18 | |
McKesson Corporation (MCK) | 0.3 | $1.5M | 7.9k | 191.25 | |
L Brands | 0.3 | $1.5M | 21k | 72.04 | |
Charles Schwab Corporation (SCHW) | 0.3 | $1.5M | 21k | 72.82 | |
Phillips 66 (PSX) | 0.3 | $1.5M | 17k | 85.83 | |
Alliance Data Systems Corporation (BFH) | 0.3 | $1.5M | 14k | 104.17 | |
Ryder System (R) | 0.3 | $1.5M | 20k | 74.34 | |
Delta Air Lines (DAL) | 0.3 | $1.4M | 33k | 43.27 | |
Capital One Financial (COF) | 0.3 | $1.4M | 9.2k | 154.67 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.4M | 23k | 60.41 | |
Penske Automotive (PAG) | 0.3 | $1.4M | 18k | 75.50 | |
Industries N shs - a - (LYB) | 0.3 | $1.3M | 13k | 102.86 | |
Voya Financial (VOYA) | 0.3 | $1.3M | 22k | 61.51 | |
Archer Daniels Midland Company (ADM) | 0.3 | $1.2M | 21k | 60.58 | |
Huntington Ingalls Inds (HII) | 0.3 | $1.2M | 5.8k | 210.78 | |
Schwab International Equity Etf (SCHF) | 0.3 | $1.1M | 29k | 39.45 | |
Everest Re Group (EG) | 0.3 | $1.1M | 4.5k | 251.90 | |
Qualcomm (QCOM) | 0.2 | $1.1M | 7.8k | 142.93 | |
Lennar Corporation (LEN) | 0.2 | $1.1M | 11k | 99.38 | |
Schwab US Mid-Cap Etf (SCHM) | 0.2 | $1.0M | 13k | 78.24 | |
Pra Health Sciences | 0.2 | $932k | 5.6k | 165.16 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $923k | 4.7k | 195.43 | |
Hewlett Packard Enterprise (HPE) | 0.2 | $910k | 62k | 14.58 | |
Hartford Financial Services (HIG) | 0.2 | $893k | 14k | 61.98 | |
United Rentals (URI) | 0.2 | $887k | 2.8k | 318.95 | |
Merck & Co (MRK) | 0.2 | $885k | 11k | 77.74 | |
Boeing Company (BA) | 0.2 | $878k | 3.7k | 239.63 | |
Public Service Enterprise (PEG) | 0.2 | $863k | 14k | 59.77 | |
Westlake Chemical Corporation (WLK) | 0.2 | $820k | 9.1k | 90.06 | |
American Electric Power Company (AEP) | 0.2 | $815k | 9.6k | 84.59 | |
Reliance Steel & Aluminum (RS) | 0.2 | $796k | 5.3k | 150.93 | |
Snap-on Incorporated (SNA) | 0.2 | $784k | 3.5k | 223.43 | |
Schwab US Small-Cap Etf (SCHA) | 0.2 | $756k | 7.3k | 104.15 | |
Cardinal Health (CAH) | 0.2 | $741k | 13k | 57.08 | |
Citigroup (C) | 0.2 | $739k | 10k | 70.75 | |
L3harris Technologies (LHX) | 0.2 | $703k | 3.3k | 216.24 | |
Lam Research Corporation (LRCX) | 0.1 | $652k | 1.0k | 650.70 | |
Pepsi (PEP) | 0.1 | $644k | 4.3k | 148.11 | |
AutoZone (AZO) | 0.1 | $600k | 402.00 | 1492.54 | |
Chubb (CB) | 0.1 | $577k | 3.6k | 158.82 | |
MetLife (MET) | 0.1 | $564k | 9.4k | 59.85 | |
First Hawaiian (FHB) | 0.1 | $562k | 20k | 28.37 | |
Packaging Corporation of America (PKG) | 0.1 | $560k | 4.1k | 135.33 | |
Best Buy (BBY) | 0.1 | $552k | 4.8k | 115.05 | |
SYSCO Corporation (SYY) | 0.1 | $509k | 6.5k | 77.78 | |
Biogen Idec (BIIB) | 0.1 | $498k | 1.4k | 346.56 | |
NVIDIA Corporation (NVDA) | 0.1 | $496k | 620.00 | 800.00 | |
Wal-Mart Stores (WMT) | 0.1 | $491k | 3.5k | 140.97 | |
Western Digital (WDC) | 0.1 | $480k | 6.8k | 71.11 | |
Delphi Automotive Inc international (APTV) | 0.1 | $474k | 3.0k | 157.37 | |
eBay (EBAY) | 0.1 | $462k | 6.6k | 70.20 | |
Popular (BPOP) | 0.1 | $443k | 5.9k | 75.03 | |
Schwab US Broad Market Etf (SCHB) | 0.1 | $439k | 4.2k | 104.18 | |
Target Corporation (TGT) | 0.1 | $428k | 1.8k | 241.94 | |
Steel Dynamics (STLD) | 0.1 | $390k | 6.5k | 59.66 | |
AES Corporation (AES) | 0.1 | $376k | 14k | 26.05 | |
Spirit AeroSystems Holdings (SPR) | 0.1 | $366k | 7.8k | 47.20 | |
Schwab Emerging Markets Equity Etf (SCHE) | 0.1 | $353k | 11k | 32.85 | |
Norwegian Cruise Line Hldgs (NCLH) | 0.1 | $340k | 12k | 29.39 | |
Trinity Industries (TRN) | 0.1 | $335k | 12k | 26.93 | |
Invesco S&P 500 Etf (PBP) | 0.1 | $334k | 15k | 22.67 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $331k | 3.9k | 85.24 | |
Cummins (CMI) | 0.1 | $324k | 1.3k | 243.79 | |
Masimo Corporation (MASI) | 0.1 | $318k | 1.3k | 242.56 | |
Select Sector SPDR Amex Techno Etf (XLK) | 0.1 | $317k | 2.1k | 147.58 | |
Regal-beloit Corporation (RRX) | 0.1 | $313k | 2.3k | 133.53 | |
Alexion Pharmaceuticals | 0.1 | $276k | 1.5k | 183.51 | |
Cintas Corporation (CTAS) | 0.1 | $272k | 713.00 | 381.49 | |
Ishares Core S&P 500 Etf Etf (IVV) | 0.1 | $270k | 629.00 | 429.25 | |
Monster Beverage Corp (MNST) | 0.1 | $255k | 2.8k | 91.50 | |
Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $251k | 1.6k | 154.65 | |
Graham Hldgs (GHC) | 0.1 | $241k | 380.00 | 634.21 | |
D.R. Horton (DHI) | 0.1 | $237k | 2.6k | 90.49 | |
Energy Select Sector Spdr E Etf (XLE) | 0.1 | $237k | 4.4k | 53.86 | |
Arcosa (ACA) | 0.1 | $236k | 4.0k | 58.74 | |
Mondelez Int (MDLZ) | 0.1 | $234k | 3.8k | 62.35 | |
Valero Energy Corporation (VLO) | 0.1 | $229k | 2.9k | 78.21 | |
IShares S&P Mid-Cap 400 Growth Etf (IJK) | 0.0 | $223k | 2.8k | 81.03 | |
Us Foods Hldg Corp call (USFD) | 0.0 | $223k | 5.8k | 38.43 | |
CF Bankshares (CFBK) | 0.0 | $211k | 11k | 19.51 | |
Netflix (NFLX) | 0.0 | $207k | 392.00 | 528.06 | |
Select Energy Svcs Inc cl a (WTTR) | 0.0 | $158k | 26k | 6.02 | |
Amneal Pharmaceuticals (AMRX) | 0.0 | $97k | 19k | 5.11 | |
Information Services (III) | 0.0 | $59k | 10k | 5.81 |