Carlson Capital as of June 30, 2019
Portfolio Holdings for Carlson Capital
Carlson Capital holds 248 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Red Hat | 5.5 | $369M | 2.0M | 187.76 | |
| Celgene Corporation | 4.0 | $267M | 2.9M | 92.44 | |
| Anadarko Petroleum Corporation | 3.9 | $259M | 3.7M | 70.56 | |
| L3 Technologies | 3.2 | $212M | 866k | 245.17 | |
| First Data | 2.3 | $154M | 5.7M | 27.07 | |
| Tableau Software Inc Cl A | 1.9 | $129M | 775k | 166.02 | |
| salesforce (CRM) | 1.7 | $117M | 120k | 972.00 | |
| WABCO Holdings | 1.7 | $116M | 877k | 132.60 | |
| Visa (V) | 1.6 | $105M | 604k | 173.55 | |
| Worldpay Ord | 1.4 | $97M | 795k | 122.55 | |
| Tribune Co New Cl A | 1.4 | $93M | 2.0M | 46.22 | |
| PNC Financial Services (PNC) | 1.3 | $88M | 643k | 137.28 | |
| Versum Matls | 1.1 | $76M | 1.5M | 51.58 | |
| Allergan | 1.1 | $72M | 430k | 167.43 | |
| Wyndham Hotels And Resorts (WH) | 1.1 | $71M | 1.3M | 55.74 | |
| Entergy Corporation (ETR) | 1.0 | $65M | 626k | 102.93 | |
| Synopsys (SNPS) | 0.9 | $64M | 496k | 128.69 | |
| Facebook Inc cl a (META) | 0.9 | $63M | 325k | 193.00 | |
| HSBC Holdings (HSBC) | 0.9 | $62M | 1.5M | 41.74 | |
| Cypress Semiconductor Corporation | 0.9 | $62M | 2.8M | 22.24 | |
| Healthcare Tr Amer Inc cl a | 0.9 | $58M | 2.1M | 27.43 | |
| Total System Services | 0.9 | $58M | 450k | 128.27 | |
| Metropcs Communications (TMUS) | 0.9 | $58M | 776k | 74.14 | |
| Intel Corporation (INTC) | 0.8 | $52M | 1.1M | 47.87 | |
| Applied Materials (AMAT) | 0.8 | $52M | 1.1M | 44.91 | |
| Watsco, Incorporated (WSO) | 0.8 | $51M | 311k | 163.53 | |
| Bunge | 0.7 | $48M | 864k | 55.71 | |
| Atmos Energy Corporation (ATO) | 0.7 | $48M | 458k | 105.56 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.7 | $46M | 401k | 115.61 | |
| Altaba | 0.7 | $46M | 665k | 69.37 | |
| DTE Energy Company (DTE) | 0.7 | $46M | 357k | 127.88 | |
| KBR (KBR) | 0.7 | $45M | 1.8M | 24.94 | |
| Fifth Third Ban (FITB) | 0.7 | $44M | 1.6M | 27.90 | |
| Zimmer Holdings (ZBH) | 0.7 | $44M | 369k | 117.74 | |
| Array BioPharma | 0.7 | $44M | 947k | 46.33 | |
| American Electric Power Company (AEP) | 0.6 | $43M | 490k | 88.01 | |
| Federal Realty Inv. Trust | 0.6 | $43M | 335k | 128.76 | |
| HCP | 0.6 | $41M | 1.3M | 31.98 | |
| Voya Financial (VOYA) | 0.6 | $41M | 739k | 55.30 | |
| Nextera Energy (NEE) | 0.6 | $40M | 197k | 204.86 | |
| Alliant Energy Corporation (LNT) | 0.6 | $39M | 800k | 49.08 | |
| Palo Alto Networks (PANW) | 0.6 | $38M | 187k | 203.76 | |
| Portland General Electric Company (POR) | 0.6 | $38M | 696k | 54.17 | |
| Dominion Resources (D) | 0.6 | $38M | 485k | 77.32 | |
| Sba Communications Corp (SBAC) | 0.6 | $38M | 169k | 224.84 | |
| First American Financial (FAF) | 0.6 | $37M | 688k | 53.70 | |
| Consolidated Edison (ED) | 0.5 | $37M | 416k | 87.68 | |
| ConocoPhillips (COP) | 0.5 | $37M | 599k | 61.00 | |
| Cubesmart (CUBE) | 0.5 | $36M | 1.1M | 33.44 | |
| Microsoft Corporation (MSFT) | 0.5 | $35M | 264k | 133.96 | |
| Emcor (EME) | 0.5 | $35M | 400k | 88.10 | |
| Science App Int'l (SAIC) | 0.5 | $36M | 410k | 86.56 | |
| FirstEnergy (FE) | 0.5 | $35M | 823k | 42.81 | |
| Exelon Corporation (EXC) | 0.5 | $35M | 723k | 47.94 | |
| Hartford Financial Services (HIG) | 0.5 | $34M | 615k | 55.72 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $34M | 448k | 76.63 | |
| Wal-Mart Stores (WMT) | 0.5 | $35M | 312k | 110.49 | |
| Hubbell (HUBB) | 0.5 | $34M | 262k | 130.40 | |
| EOG Resources (EOG) | 0.5 | $34M | 361k | 93.16 | |
| Xylem (XYL) | 0.5 | $34M | 400k | 83.64 | |
| Resideo Technologies (REZI) | 0.5 | $33M | 1.5M | 21.92 | |
| Itt (ITT) | 0.5 | $33M | 500k | 65.48 | |
| Allstate Corporation (ALL) | 0.5 | $31M | 309k | 101.69 | |
| First Industrial Realty Trust (FR) | 0.5 | $32M | 859k | 36.74 | |
| Liberty Property Trust | 0.5 | $31M | 627k | 50.04 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $31M | 320k | 97.61 | |
| Lexington Realty Trust (LXP) | 0.5 | $31M | 3.3M | 9.41 | |
| Norfolk Southern (NSC) | 0.5 | $30M | 152k | 199.33 | |
| Cabot Microelectronics Corporation | 0.5 | $30M | 273k | 110.08 | |
| W.R. Grace & Co. | 0.4 | $29M | 385k | 76.11 | |
| Advanced Disposal Services I | 0.4 | $30M | 930k | 31.91 | |
| United Parcel Service (UPS) | 0.4 | $29M | 281k | 103.27 | |
| Booking Holdings (BKNG) | 0.4 | $29M | 16k | 1874.71 | |
| WESCO International (WCC) | 0.4 | $29M | 562k | 50.65 | |
| Four Corners Ppty Tr (FCPT) | 0.4 | $28M | 1.0M | 27.33 | |
| Weingarten Realty Investors | 0.4 | $27M | 968k | 27.42 | |
| Allegion Plc equity (ALLE) | 0.4 | $27M | 244k | 110.55 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $26M | 24k | 1082.78 | |
| Mellanox Technologies | 0.4 | $26M | 230k | 110.67 | |
| Aramark Hldgs (ARMK) | 0.4 | $25M | 701k | 36.06 | |
| Willis Towers Watson (WTW) | 0.4 | $25M | 133k | 191.54 | |
| Spark Therapeutics | 0.4 | $25M | 245k | 102.38 | |
| Applied Industrial Technologies (AIT) | 0.4 | $24M | 390k | 61.53 | |
| Marathon Oil Corporation (MRO) | 0.3 | $23M | 1.6M | 14.21 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $23M | 365k | 63.71 | |
| Stag Industrial (STAG) | 0.3 | $23M | 766k | 30.24 | |
| Vici Pptys (VICI) | 0.3 | $23M | 1.1M | 22.04 | |
| Iaa | 0.3 | $24M | 614k | 38.78 | |
| Alerian Mlp Etf | 0.3 | $23M | 2.3M | 9.85 | |
| Urban Edge Pptys (UE) | 0.3 | $23M | 1.3M | 17.33 | |
| Dollar Tree (DLTR) | 0.3 | $22M | 205k | 107.39 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $23M | 402k | 55.88 | |
| Nasdaq Omx (NDAQ) | 0.3 | $22M | 224k | 96.17 | |
| Abbott Laboratories (ABT) | 0.3 | $21M | 254k | 84.10 | |
| Synaptics, Incorporated (SYNA) | 0.3 | $21M | 735k | 29.14 | |
| Johnson & Johnson (JNJ) | 0.3 | $21M | 151k | 139.28 | |
| Symantec Corporation | 0.3 | $21M | 961k | 21.76 | |
| Prudential Financial (PRU) | 0.3 | $21M | 209k | 101.00 | |
| Key (KEY) | 0.3 | $21M | 1.2M | 17.75 | |
| UniFirst Corporation (UNF) | 0.3 | $21M | 110k | 188.57 | |
| Invitation Homes (INVH) | 0.3 | $21M | 777k | 26.73 | |
| Arrow Electronics (ARW) | 0.3 | $20M | 283k | 71.27 | |
| Dover Corporation (DOV) | 0.3 | $20M | 200k | 100.20 | |
| Centene Corporation (CNC) | 0.3 | $20M | 387k | 52.44 | |
| Us Foods Hldg Corp call (USFD) | 0.3 | $20M | 571k | 35.76 | |
| Mgm Growth Properties | 0.3 | $20M | 639k | 30.65 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $19M | 297k | 63.39 | |
| Golar Lng (GLNG) | 0.3 | $19M | 1.0M | 18.48 | |
| Camden Property Trust (CPT) | 0.3 | $19M | 183k | 104.39 | |
| Diamondback Energy (FANG) | 0.3 | $19M | 170k | 108.97 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.3 | $19M | 460k | 40.37 | |
| Store Capital Corp reit | 0.3 | $19M | 563k | 33.19 | |
| Medtronic (MDT) | 0.3 | $19M | 191k | 97.39 | |
| Range Resources (RRC) | 0.3 | $18M | 2.6M | 6.98 | |
| Williams Companies (WMB) | 0.3 | $18M | 651k | 28.04 | |
| Chemical Financial Corporation | 0.3 | $18M | 437k | 41.11 | |
| CBOE Holdings (CBOE) | 0.3 | $18M | 176k | 103.63 | |
| Retail Opportunity Investments | 0.3 | $18M | 1.0M | 17.13 | |
| Duke Energy (DUK) | 0.3 | $18M | 206k | 88.24 | |
| Vulcan Materials Company (VMC) | 0.3 | $17M | 125k | 137.31 | |
| United Technologies Corporation | 0.3 | $18M | 135k | 130.20 | |
| First Horizon National Corporation (FHN) | 0.3 | $18M | 1.2M | 14.93 | |
| Armstrong World Industries (AWI) | 0.3 | $18M | 183k | 97.20 | |
| Easterly Government Properti reit | 0.3 | $18M | 980k | 18.11 | |
| Kkr & Co (KKR) | 0.3 | $18M | 693k | 25.27 | |
| Western Digital (WDC) | 0.2 | $17M | 356k | 47.55 | |
| Henry Schein (HSIC) | 0.2 | $17M | 237k | 69.90 | |
| AutoZone (AZO) | 0.2 | $17M | 15k | 1099.46 | |
| Allison Transmission Hldngs I (ALSN) | 0.2 | $17M | 358k | 46.35 | |
| Eaton (ETN) | 0.2 | $17M | 200k | 83.28 | |
| Americold Rlty Tr (COLD) | 0.2 | $17M | 528k | 32.42 | |
| Apache Corporation | 0.2 | $16M | 550k | 28.97 | |
| Toll Brothers (TOL) | 0.2 | $16M | 441k | 36.62 | |
| Fiserv (FI) | 0.2 | $16M | 176k | 91.16 | |
| Skyworks Solutions (SWKS) | 0.2 | $16M | 211k | 77.27 | |
| AmerisourceBergen (COR) | 0.2 | $16M | 184k | 85.26 | |
| Healthcare Realty Trust Incorporated | 0.2 | $16M | 499k | 31.32 | |
| Essential Properties Realty reit (EPRT) | 0.2 | $16M | 784k | 20.04 | |
| Coca-Cola Company (KO) | 0.2 | $15M | 285k | 50.92 | |
| Boston Scientific Corporation (BSX) | 0.2 | $15M | 347k | 42.98 | |
| Canadian Pacific Railway | 0.2 | $15M | 63k | 235.25 | |
| Humana (HUM) | 0.2 | $15M | 57k | 265.30 | |
| Hca Holdings (HCA) | 0.2 | $15M | 110k | 135.17 | |
| SLM Corporation (SLM) | 0.2 | $14M | 1.4M | 9.72 | |
| United Rentals (URI) | 0.2 | $14M | 108k | 132.63 | |
| eBay (EBAY) | 0.2 | $14M | 350k | 39.50 | |
| D.R. Horton (DHI) | 0.2 | $14M | 321k | 43.13 | |
| Silicon Laboratories (SLAB) | 0.2 | $14M | 138k | 103.40 | |
| Spirit Realty Capital | 0.2 | $14M | 325k | 42.66 | |
| Continental Resources | 0.2 | $14M | 321k | 42.09 | |
| AvalonBay Communities (AVB) | 0.2 | $14M | 67k | 203.18 | |
| Ametek (AME) | 0.2 | $14M | 150k | 90.84 | |
| Becton, Dickinson and (BDX) | 0.2 | $13M | 52k | 252.00 | |
| Citizens Financial (CFG) | 0.2 | $13M | 365k | 35.36 | |
| Gaming & Leisure Pptys (GLPI) | 0.2 | $12M | 304k | 38.98 | |
| Anthem (ELV) | 0.2 | $12M | 44k | 282.20 | |
| Axalta Coating Sys (AXTA) | 0.2 | $12M | 403k | 29.77 | |
| Sailpoint Technlgies Hldgs I | 0.2 | $12M | 589k | 20.04 | |
| Lennar Corporation (LEN) | 0.2 | $11M | 233k | 48.46 | |
| Lowe's Companies (LOW) | 0.2 | $12M | 114k | 100.91 | |
| Alexandria Real Estate Equities (ARE) | 0.2 | $11M | 79k | 141.09 | |
| KAR Auction Services (KAR) | 0.2 | $11M | 449k | 25.00 | |
| American Homes 4 Rent-a reit (AMH) | 0.2 | $11M | 462k | 24.31 | |
| Santander Consumer Usa | 0.2 | $12M | 488k | 23.96 | |
| Equifax (EFX) | 0.2 | $11M | 79k | 135.24 | |
| Raytheon Company | 0.2 | $10M | 60k | 173.88 | |
| Laboratory Corp. of America Holdings | 0.1 | $10M | 59k | 172.89 | |
| Pioneer Natural Resources | 0.1 | $9.8M | 64k | 153.86 | |
| Green Plains Renewable Energy (GPRE) | 0.1 | $10M | 929k | 10.78 | |
| O'reilly Automotive (ORLY) | 0.1 | $10M | 28k | 369.33 | |
| Paycom Software (PAYC) | 0.1 | $10M | 44k | 226.72 | |
| Sony Corporation (SONY) | 0.1 | $9.7M | 185k | 52.39 | |
| P.H. Glatfelter Company | 0.1 | $9.3M | 550k | 16.88 | |
| NuVasive | 0.1 | $9.7M | 165k | 58.54 | |
| Consolidated-Tomoka Land | 0.1 | $9.7M | 163k | 59.70 | |
| Lumentum Hldgs (LITE) | 0.1 | $9.3M | 175k | 53.41 | |
| Ship Finance Intl | 0.1 | $8.8M | 700k | 12.51 | |
| Intelsat Sa | 0.1 | $8.5M | 438k | 19.45 | |
| Parsley Energy Inc-class A | 0.1 | $9.0M | 473k | 19.01 | |
| Caretrust Reit (CTRE) | 0.1 | $8.6M | 360k | 23.78 | |
| Arconic | 0.1 | $9.0M | 350k | 25.82 | |
| International Seaways (INSW) | 0.1 | $9.0M | 474k | 19.00 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $8.3M | 28k | 294.64 | |
| Marriott International (MAR) | 0.1 | $8.3M | 59k | 140.29 | |
| Kinder Morgan (KMI) | 0.1 | $8.1M | 390k | 20.88 | |
| Wpx Energy | 0.1 | $8.2M | 711k | 11.51 | |
| Siteone Landscape Supply (SITE) | 0.1 | $8.0M | 116k | 69.30 | |
| Technipfmc (FTI) | 0.1 | $7.8M | 302k | 25.94 | |
| Cannae Holdings (CNNE) | 0.1 | $8.0M | 276k | 28.98 | |
| Apergy Corp | 0.1 | $7.9M | 237k | 33.54 | |
| Honeywell International (HON) | 0.1 | $7.2M | 41k | 174.60 | |
| Carlisle Companies (CSL) | 0.1 | $7.1M | 51k | 140.42 | |
| Targa Res Corp (TRGP) | 0.1 | $7.1M | 180k | 39.26 | |
| Citigroup (C) | 0.1 | $7.1M | 102k | 70.03 | |
| Brixmor Prty (BRX) | 0.1 | $7.3M | 407k | 17.88 | |
| Ship Finance deb | 0.1 | $7.3M | 7.2M | 1.01 | |
| Scorpio Tankers (STNG) | 0.1 | $7.2M | 243k | 29.52 | |
| C.H. Robinson Worldwide (CHRW) | 0.1 | $6.8M | 80k | 84.35 | |
| Edison International (EIX) | 0.1 | $6.5M | 97k | 67.41 | |
| Euronav Sa (CMBT) | 0.1 | $7.0M | 737k | 9.44 | |
| Corteva (CTVA) | 0.1 | $6.6M | 222k | 29.57 | |
| Cameco Corporation (CCJ) | 0.1 | $6.2M | 579k | 10.73 | |
| D Stemline Therapeutics | 0.1 | $6.1M | 398k | 15.32 | |
| Mr Cooper Group | 0.1 | $6.0M | 748k | 8.01 | |
| BHP Billiton | 0.1 | $5.6M | 110k | 51.11 | |
| Amarin Corporation | 0.1 | $5.1M | 265k | 19.39 | |
| Tenaris (TS) | 0.1 | $4.5M | 172k | 26.31 | |
| Murphy Oil Corporation (MUR) | 0.1 | $4.6M | 188k | 24.65 | |
| Macquarie Infrastructure Company | 0.1 | $4.9M | 120k | 40.54 | |
| Renewable Energy | 0.1 | $4.6M | 293k | 15.86 | |
| Liberty Broadband Cl C (LBRDK) | 0.1 | $4.7M | 45k | 104.22 | |
| Centennial Resource Developmen cs | 0.1 | $4.5M | 598k | 7.59 | |
| Associated Banc- (ASB) | 0.1 | $3.7M | 176k | 21.14 | |
| SM Energy (SM) | 0.1 | $4.3M | 342k | 12.52 | |
| Teekay Tankers Ltd cl a | 0.1 | $4.0M | 3.2M | 1.28 | |
| Hilton Grand Vacations (HGV) | 0.1 | $4.0M | 125k | 31.82 | |
| Brigham Minerals Inc-cl A | 0.1 | $4.3M | 200k | 21.46 | |
| Veeco Instruments (VECO) | 0.1 | $3.3M | 270k | 12.22 | |
| Matador Resources (MTDR) | 0.1 | $3.0M | 153k | 19.88 | |
| Flexion Therapeutics | 0.1 | $3.3M | 269k | 12.30 | |
| Coherus Biosciences (CHRS) | 0.1 | $3.4M | 155k | 22.10 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 0.1 | $3.6M | 144k | 24.97 | |
| Avaya Holdings Corp | 0.1 | $3.2M | 267k | 11.91 | |
| CarMax (KMX) | 0.0 | $3.0M | 35k | 86.82 | |
| Gulfport Energy Corporation | 0.0 | $3.0M | 601k | 4.91 | |
| Westport Innovations | 0.0 | $2.7M | 1.0M | 2.71 | |
| Gogo (GOGO) | 0.0 | $2.4M | 596k | 3.98 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $2.6M | 25k | 102.84 | |
| First Hawaiian (FHB) | 0.0 | $2.8M | 110k | 25.87 | |
| Diamond S Shipping | 0.0 | $2.9M | 227k | 12.77 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $2.0M | 175k | 11.61 | |
| American Axle & Manufact. Holdings (AXL) | 0.0 | $1.8M | 140k | 12.76 | |
| Seaboard Corporation (SEB) | 0.0 | $2.0M | 477.00 | 4136.27 | |
| Tesla Motors (TSLA) | 0.0 | $1.9M | 2.0k | 942.50 | |
| Therapeuticsmd | 0.0 | $2.0M | 785k | 2.60 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $1.0M | 25k | 40.80 | |
| Chesapeake Energy Corporation | 0.0 | $1.2M | 625k | 1.95 | |
| AK Steel Holding Corporation | 0.0 | $1.4M | 605k | 2.37 | |
| Comfort Systems USA (FIX) | 0.0 | $1.5M | 30k | 51.00 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $1.2M | 9.0k | 133.56 | |
| Src Energy | 0.0 | $1.2M | 250k | 4.96 | |
| Arcelormittal Cl A Ny Registry (MT) | 0.0 | $1.4M | 75k | 18.03 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $387k | 1.3k | 292.96 | |
| United Natural Foods (UNFI) | 0.0 | $660k | 3.0k | 220.00 | |
| Veoneer Incorporated | 0.0 | $346k | 20k | 17.30 | |
| Us Well Services Inc us well services | 0.0 | $822k | 171k | 4.82 | |
| Carnival Corporation (CCL) | 0.0 | $233k | 5.0k | 46.60 | |
| Diebold Incorporated | 0.0 | $243k | 1.0k | 243.00 |