Caprock as of Sept. 30, 2015
Portfolio Holdings for Caprock
Caprock holds 74 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Europe Pacific ETF (VEA) | 16.4 | $23M | 647k | 35.64 | |
U.S. Bancorp (USB) | 5.6 | $7.9M | 192k | 41.01 | |
Vanguard S&p 500 Etf idx (VOO) | 5.3 | $7.4M | 42k | 175.70 | |
Costco Wholesale Corporation (COST) | 5.2 | $7.4M | 51k | 144.56 | |
Spdr S&p 500 Etf (SPY) | 5.2 | $7.4M | 38k | 191.64 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 5.1 | $7.1M | 131k | 54.65 | |
SPDR Gold Trust (GLD) | 4.7 | $6.6M | 62k | 106.86 | |
Vanguard Small-Cap ETF (VB) | 4.0 | $5.7M | 52k | 107.96 | |
Vanguard Mid-Cap ETF (VO) | 3.9 | $5.5M | 47k | 116.66 | |
Vanguard European ETF (VGK) | 3.7 | $5.2M | 105k | 49.18 | |
PowerShares QQQ Trust, Series 1 | 3.6 | $5.1M | 50k | 101.76 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 3.6 | $5.0M | 149k | 33.85 | |
Expeditors International of Washington (EXPD) | 2.7 | $3.8M | 80k | 47.05 | |
Tortoise Energy Infrastructure | 1.7 | $2.4M | 88k | 27.11 | |
Neuberger Berman Mlp Income (NML) | 1.6 | $2.3M | 191k | 11.97 | |
Apple (AAPL) | 1.6 | $2.2M | 20k | 110.30 | |
iShares Gold Trust | 1.5 | $2.1M | 191k | 10.78 | |
Johnson & Johnson (JNJ) | 1.4 | $1.9M | 21k | 93.35 | |
iShares Russell 2000 Index (IWM) | 1.2 | $1.7M | 16k | 109.18 | |
eBay (EBAY) | 1.1 | $1.6M | 64k | 24.44 | |
Microsoft Corporation (MSFT) | 1.0 | $1.4M | 32k | 44.26 | |
Eagle Pt Cr (ECC) | 1.0 | $1.4M | 74k | 19.04 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.3M | 18k | 74.37 | |
Starwood Property Trust (STWD) | 0.9 | $1.2M | 60k | 20.52 | |
Blackstone Mtg Tr (BXMT) | 0.8 | $1.1M | 40k | 27.44 | |
LMP Capital and Income Fund (SCD) | 0.8 | $1.1M | 88k | 12.16 | |
Facebook Inc cl a (META) | 0.7 | $1.0M | 11k | 89.90 | |
Apollo Commercial Real Est. Finance (ARI) | 0.7 | $970k | 62k | 15.71 | |
Kayne Anderson MLP Investment (KYN) | 0.6 | $832k | 36k | 23.17 | |
General Electric Company | 0.6 | $812k | 32k | 25.22 | |
Vanguard Total Stock Market ETF (VTI) | 0.6 | $780k | 7.9k | 98.73 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $739k | 6.7k | 110.68 | |
Berkshire Hathaway (BRK.B) | 0.5 | $715k | 5.5k | 130.36 | |
Omeros Corporation (OMER) | 0.5 | $723k | 66k | 10.97 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $703k | 2.3k | 303.41 | |
Pfizer (PFE) | 0.5 | $693k | 22k | 31.40 | |
Oracle Corporation (ORCL) | 0.5 | $663k | 18k | 36.10 | |
Market Vectors Inv Gr | 0.5 | $658k | 27k | 24.74 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $653k | 11k | 57.36 | |
Procter & Gamble Company (PG) | 0.5 | $639k | 8.9k | 71.96 | |
Boeing Company (BA) | 0.4 | $611k | 4.7k | 130.95 | |
Starbucks Corporation (SBUX) | 0.4 | $588k | 10k | 56.86 | |
Proshares Ultrashort Qqq Etf | 0.3 | $497k | 13k | 37.05 | |
International Business Machines (IBM) | 0.3 | $472k | 3.3k | 145.10 | |
Market Vectors Etf Tr busi devco etf | 0.3 | $483k | 31k | 15.71 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $471k | 5.1k | 93.05 | |
3M Company (MMM) | 0.3 | $457k | 3.2k | 141.79 | |
WisdomTree India Earnings Fund (EPI) | 0.3 | $452k | 23k | 19.92 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $443k | 2.8k | 155.55 | |
Potash Corp. Of Saskatchewan I | 0.3 | $411k | 20k | 20.53 | |
salesforce (CRM) | 0.3 | $392k | 5.7k | 69.38 | |
Key (KEY) | 0.3 | $394k | 30k | 13.01 | |
Walt Disney Company (DIS) | 0.3 | $360k | 3.5k | 102.24 | |
Home Depot (HD) | 0.2 | $348k | 3.0k | 115.38 | |
Pepsi (PEP) | 0.2 | $355k | 3.8k | 94.21 | |
Coca-Cola Company (KO) | 0.2 | $338k | 8.4k | 40.16 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $331k | 4.5k | 72.80 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $339k | 10k | 33.12 | |
United Parcel Service (UPS) | 0.2 | $304k | 3.1k | 98.67 | |
Celgene Corporation | 0.2 | $294k | 2.7k | 108.21 | |
Chevron Corporation (CVX) | 0.2 | $282k | 3.6k | 78.93 | |
THL Credit | 0.2 | $284k | 26k | 10.92 | |
Sprott Physical Gold Trust (PHYS) | 0.2 | $287k | 31k | 9.17 | |
Sprott Phys Platinum & Palladi (SPPP) | 0.2 | $273k | 40k | 6.80 | |
American Express Company (AXP) | 0.2 | $236k | 3.2k | 74.14 | |
Maxwell Technologies | 0.2 | $244k | 45k | 5.42 | |
Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $241k | 29k | 8.32 | |
iShares Russell 1000 Index (IWB) | 0.2 | $230k | 2.1k | 107.18 | |
Vanguard Financials ETF (VFH) | 0.2 | $231k | 5.0k | 46.20 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $224k | 5.8k | 38.56 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $199k | 19k | 10.29 | |
Nielsen Hldgs Plc Shs Eur | 0.1 | $203k | 4.6k | 44.55 | |
Unilife US | 0.1 | $73k | 75k | 0.97 | |
General Finance Corporation | 0.0 | $41k | 11k | 3.73 |