Catawba Capital Management as of Sept. 30, 2012
Portfolio Holdings for Catawba Capital Management
Catawba Capital Management holds 213 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.6 | $16M | 23k | 667.12 | |
International Business Machines (IBM) | 2.4 | $8.0M | 39k | 207.44 | |
CVS Caremark Corporation (CVS) | 2.3 | $7.7M | 159k | 48.42 | |
National-Oilwell Var | 2.1 | $7.0M | 87k | 80.11 | |
Walt Disney Company (DIS) | 1.8 | $6.2M | 118k | 52.28 | |
Union Pacific Corporation (UNP) | 1.8 | $6.1M | 51k | 118.71 | |
Target Corporation (TGT) | 1.8 | $5.9M | 93k | 63.47 | |
Pfizer (PFE) | 1.7 | $5.7M | 228k | 24.85 | |
BB&T Corporation | 1.6 | $5.5M | 167k | 33.16 | |
Chubb Corporation | 1.6 | $5.4M | 71k | 76.27 | |
Cenovus Energy (CVE) | 1.6 | $5.4M | 154k | 34.85 | |
Chevron Corporation (CVX) | 1.6 | $5.2M | 45k | 116.55 | |
Microsoft Corporation (MSFT) | 1.5 | $5.0M | 167k | 29.76 | |
Johnson & Johnson (JNJ) | 1.5 | $4.9M | 71k | 68.91 | |
Noble Corporation Com Stk | 1.4 | $4.9M | 136k | 35.78 | |
Procter & Gamble Company (PG) | 1.4 | $4.7M | 68k | 69.36 | |
Baxter International (BAX) | 1.4 | $4.5M | 75k | 60.27 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 1.3 | $4.5M | 76k | 58.81 | |
Rowe T Price Intl Fds Emerg Mk (PRMSX) | 1.3 | $4.5M | 139k | 32.23 | |
E.I. du Pont de Nemours & Company | 1.3 | $4.4M | 88k | 50.27 | |
Wells Fargo & Company (WFC) | 1.3 | $4.3M | 124k | 34.53 | |
Family Dollar Stores | 1.2 | $4.1M | 62k | 66.30 | |
General Electric Company | 1.2 | $4.0M | 178k | 22.71 | |
Becton, Dickinson and (BDX) | 1.2 | $4.0M | 51k | 78.56 | |
Zimmer Holdings (ZBH) | 1.1 | $3.8M | 56k | 67.62 | |
Oneok Partners | 1.1 | $3.8M | 63k | 59.50 | |
T. Rowe Price (TROW) | 1.1 | $3.6M | 57k | 63.30 | |
Lockheed Martin Corporation (LMT) | 1.1 | $3.6M | 39k | 93.37 | |
Enterprise Products Partners (EPD) | 1.1 | $3.5M | 66k | 53.60 | |
Intel Corporation (INTC) | 1.0 | $3.5M | 153k | 22.66 | |
Pepsi (PEP) | 1.0 | $3.4M | 48k | 70.77 | |
At&t (T) | 1.0 | $3.3M | 87k | 37.70 | |
WellPoint | 1.0 | $3.3M | 57k | 58.01 | |
Exxon Mobil Corporation (XOM) | 1.0 | $3.3M | 36k | 91.45 | |
Nike (NKE) | 1.0 | $3.3M | 35k | 94.90 | |
Schlumberger (SLB) | 1.0 | $3.3M | 45k | 72.34 | |
Cisco Systems (CSCO) | 0.9 | $3.2M | 166k | 19.10 | |
Oracle Corporation (ORCL) | 0.9 | $3.1M | 100k | 31.46 | |
Verizon Communications (VZ) | 0.9 | $3.0M | 65k | 45.57 | |
Duke Energy (DUK) | 0.9 | $2.9M | 45k | 64.80 | |
ConocoPhillips (COP) | 0.9 | $2.9M | 50k | 57.18 | |
Devon Energy Corporation (DVN) | 0.8 | $2.8M | 46k | 60.50 | |
MasterCard Incorporated (MA) | 0.8 | $2.7M | 5.9k | 451.49 | |
Danaher Corporation (DHR) | 0.8 | $2.7M | 49k | 55.16 | |
Abbott Laboratories (ABT) | 0.8 | $2.7M | 39k | 68.57 | |
Laboratory Corp. of America Holdings | 0.8 | $2.5M | 27k | 92.48 | |
FedEx Corporation (FDX) | 0.7 | $2.5M | 29k | 84.62 | |
Kimberly-Clark Corporation (KMB) | 0.7 | $2.4M | 28k | 85.77 | |
Fluor Corporation (FLR) | 0.7 | $2.4M | 43k | 56.27 | |
Tyco International Ltd S hs | 0.7 | $2.4M | 43k | 56.26 | |
Health Care REIT | 0.7 | $2.4M | 41k | 57.75 | |
Exelon Corporation (EXC) | 0.7 | $2.4M | 67k | 35.58 | |
Teva Pharmaceutical Industries (TEVA) | 0.7 | $2.3M | 57k | 41.41 | |
Novartis (NVS) | 0.7 | $2.3M | 38k | 61.26 | |
SYSCO Corporation (SYY) | 0.7 | $2.3M | 73k | 31.28 | |
Kennametal (KMT) | 0.7 | $2.2M | 60k | 37.09 | |
Boeing Company (BA) | 0.7 | $2.2M | 32k | 69.59 | |
Waste Management (WM) | 0.7 | $2.2M | 68k | 32.09 | |
Bristol Myers Squibb (BMY) | 0.6 | $2.0M | 59k | 33.75 | |
3M Company (MMM) | 0.6 | $2.0M | 22k | 92.43 | |
Lowe's Companies (LOW) | 0.6 | $2.0M | 65k | 30.25 | |
Kinder Morgan Energy Partners | 0.6 | $1.9M | 23k | 82.48 | |
Southern Company (SO) | 0.6 | $1.9M | 41k | 46.10 | |
L-3 Communications Holdings | 0.6 | $1.9M | 26k | 71.72 | |
Plains All American Pipeline (PAA) | 0.5 | $1.8M | 20k | 88.22 | |
Merck & Co (MRK) | 0.5 | $1.8M | 39k | 45.08 | |
Nucor Corporation (NUE) | 0.5 | $1.7M | 46k | 38.26 | |
Honeywell International (HON) | 0.5 | $1.7M | 28k | 59.75 | |
United Technologies Corporation | 0.5 | $1.6M | 21k | 78.28 | |
Suncor Energy (SU) | 0.5 | $1.6M | 48k | 32.86 | |
Potash Corp. Of Saskatchewan I | 0.5 | $1.5M | 34k | 43.42 | |
Plum Creek Timber | 0.4 | $1.5M | 33k | 43.83 | |
Philip Morris International (PM) | 0.4 | $1.5M | 16k | 89.92 | |
Buckeye Partners | 0.4 | $1.4M | 30k | 47.96 | |
Central Fd Cda Ltd cl a | 0.4 | $1.4M | 58k | 23.81 | |
Fidelity Contra (FCNTX) | 0.4 | $1.4M | 17k | 79.70 | |
Emerson Electric (EMR) | 0.4 | $1.3M | 27k | 48.27 | |
Gilead Sciences (GILD) | 0.4 | $1.3M | 20k | 66.32 | |
Norfolk Southern (NSC) | 0.4 | $1.3M | 20k | 63.63 | |
Staples | 0.4 | $1.2M | 107k | 11.52 | |
iShares Silver Trust (SLV) | 0.4 | $1.3M | 37k | 33.49 | |
Boardwalk Pipeline Partners | 0.4 | $1.2M | 43k | 27.90 | |
Vanguard Windsor Fund Ii mut (VWNFX) | 0.3 | $1.2M | 40k | 29.39 | |
Dover Corporation (DOV) | 0.3 | $1.1M | 19k | 59.47 | |
American Electric Power Company (AEP) | 0.3 | $1.1M | 24k | 43.92 | |
McDermott International | 0.3 | $1.1M | 87k | 12.22 | |
Enbridge Energy Partners | 0.3 | $1.0M | 35k | 29.44 | |
Central Gold-Trust | 0.3 | $1.0M | 15k | 68.09 | |
Darden Restaurants (DRI) | 0.3 | $984k | 18k | 55.76 | |
CenturyLink | 0.3 | $985k | 24k | 40.41 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $944k | 24k | 39.59 | |
PNC Financial Services (PNC) | 0.3 | $900k | 14k | 63.13 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.3 | $892k | 32k | 28.28 | |
Stanley Black & Decker (SWK) | 0.3 | $907k | 12k | 76.28 | |
Diageo (DEO) | 0.3 | $898k | 8.0k | 112.73 | |
Silver Wheaton Corp | 0.3 | $911k | 23k | 39.70 | |
Xylem (XYL) | 0.3 | $891k | 35k | 25.15 | |
Prin Protected Notes Of Pref T | 0.3 | $855k | 1.0M | 0.83 | |
Coca-Cola Company (KO) | 0.2 | $832k | 22k | 37.94 | |
Cracker Barrel Old Country Store (CBRL) | 0.2 | $825k | 12k | 67.10 | |
Sanofi-Aventis SA (SNY) | 0.2 | $810k | 19k | 43.08 | |
Energy Transfer Partners | 0.2 | $796k | 19k | 42.54 | |
Permian Basin Royalty Trust (PBT) | 0.2 | $808k | 53k | 15.34 | |
HCP | 0.2 | $791k | 18k | 44.48 | |
Raytheon Company | 0.2 | $769k | 14k | 57.13 | |
SPDR Gold Trust (GLD) | 0.2 | $723k | 4.2k | 171.94 | |
Consolidated Edison (ED) | 0.2 | $705k | 12k | 59.93 | |
Hewlett-Packard Company | 0.2 | $700k | 41k | 17.07 | |
Teekay Lng Partners | 0.2 | $696k | 19k | 37.62 | |
Canadian Oil Sands (COS) | 0.2 | $688k | 32k | 21.39 | |
Dominion Resources (D) | 0.2 | $683k | 13k | 52.92 | |
Udr (UDR) | 0.2 | $667k | 27k | 24.81 | |
Fidelity Low Priced (FLPSX) | 0.2 | $680k | 17k | 39.16 | |
Eli Lilly & Co. (LLY) | 0.2 | $636k | 13k | 47.40 | |
GlaxoSmithKline | 0.2 | $649k | 14k | 46.23 | |
Illinois Tool Works (ITW) | 0.2 | $620k | 10k | 59.48 | |
Magellan Midstream Partners | 0.2 | $639k | 7.3k | 87.47 | |
Federal Realty Inv. Trust | 0.2 | $628k | 6.0k | 105.25 | |
Prin Protected Notes Of Pref T | 0.2 | $642k | 756k | 0.85 | |
Berkshire Hathaway (BRK.B) | 0.2 | $586k | 6.6k | 88.23 | |
McDonald's Corporation (MCD) | 0.2 | $598k | 6.5k | 91.72 | |
Newmont Mining Corporation (NEM) | 0.2 | $609k | 11k | 56.03 | |
AFLAC Incorporated (AFL) | 0.2 | $610k | 13k | 47.92 | |
El Paso Pipeline Partners | 0.2 | $593k | 16k | 37.23 | |
Time Warner | 0.2 | $567k | 13k | 45.33 | |
Royal Dutch Shell | 0.2 | $561k | 8.1k | 69.40 | |
Linn Energy | 0.2 | $554k | 13k | 41.25 | |
Rowe T Price Small-cap Value F (PRSVX) | 0.2 | $571k | 15k | 38.90 | |
Texas Instruments Incorporated (TXN) | 0.2 | $533k | 19k | 27.58 | |
J.M. Smucker Company (SJM) | 0.2 | $541k | 6.3k | 86.39 | |
Northrop Grumman Corporation (NOC) | 0.1 | $503k | 7.6k | 66.42 | |
Limited Brands | 0.1 | $517k | 11k | 49.28 | |
Qualcomm (QCOM) | 0.1 | $505k | 8.1k | 62.42 | |
Genesis Energy (GEL) | 0.1 | $512k | 15k | 33.63 | |
TC Pipelines | 0.1 | $515k | 11k | 45.12 | |
Teekay Offshore Partners | 0.1 | $504k | 18k | 27.51 | |
Alliance Resource Partners (ARLP) | 0.1 | $514k | 8.6k | 59.93 | |
Capital Income Builders Fd Sh (CAIBX) | 0.1 | $517k | 9.8k | 52.90 | |
Spectra Energy | 0.1 | $453k | 15k | 29.39 | |
Walter Energy | 0.1 | $477k | 15k | 32.49 | |
NuStar Energy | 0.1 | $465k | 9.1k | 50.86 | |
Covidien | 0.1 | $475k | 8.0k | 59.38 | |
First Ctzns Bancshares (FIZN) | 0.1 | $477k | 13k | 37.77 | |
Time Warner Cable | 0.1 | $427k | 4.5k | 95.02 | |
Transocean (RIG) | 0.1 | $430k | 9.6k | 44.85 | |
Hershey Company (HSY) | 0.1 | $425k | 6.0k | 70.93 | |
Cinemark Holdings (CNK) | 0.1 | $451k | 20k | 22.41 | |
Natural Resource Partners | 0.1 | $438k | 21k | 20.75 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $427k | 3.9k | 110.62 | |
Harbor Fd Intl Fd Inv Cl mutual funds | 0.1 | $421k | 7.2k | 58.08 | |
Rydex Russell Top 50 ETF | 0.1 | $394k | 3.7k | 107.07 | |
U.S. Bancorp (USB) | 0.1 | $364k | 11k | 34.29 | |
Caterpillar (CAT) | 0.1 | $361k | 4.2k | 85.95 | |
Analog Devices (ADI) | 0.1 | $375k | 9.6k | 39.16 | |
MarkWest Energy Partners | 0.1 | $361k | 6.6k | 54.49 | |
Ingersoll-rand Co Ltd-cl A | 0.1 | $359k | 8.0k | 44.82 | |
SCANA Corporation | 0.1 | $373k | 7.7k | 48.23 | |
Fidelity Concord Str Sp 500 Id | 0.1 | $375k | 7.3k | 51.35 | |
American Eagle Outfitters (AEO) | 0.1 | $331k | 16k | 21.11 | |
Westar Energy | 0.1 | $331k | 11k | 29.68 | |
Regency Energy Partners | 0.1 | $321k | 14k | 23.35 | |
Reaves Utility Income Fund (UTG) | 0.1 | $330k | 13k | 25.26 | |
Comcast Corporation (CMCSA) | 0.1 | $317k | 8.9k | 35.73 | |
CenterPoint Energy (CNP) | 0.1 | $296k | 14k | 21.26 | |
Energy Transfer Equity (ET) | 0.1 | $312k | 6.9k | 45.22 | |
Targa Resources Partners | 0.1 | $301k | 7.0k | 42.91 | |
Celgene Corporation | 0.1 | $312k | 4.1k | 76.28 | |
Vanguard 500 Index Fund mut (VFINX) | 0.1 | $291k | 2.2k | 132.64 | |
Templeton Global Income Fund | 0.1 | $303k | 32k | 9.56 | |
RGC Resources (RGCO) | 0.1 | $301k | 17k | 18.07 | |
T Rowe Price Eqty Incm (PRFDX) | 0.1 | $294k | 11k | 26.13 | |
Columbia Fds Ser Tr Midcap Ind (NMPAX) | 0.1 | $288k | 24k | 11.90 | |
Vulcan Materials Company (VMC) | 0.1 | $263k | 5.6k | 47.30 | |
Equity Residential (EQR) | 0.1 | $251k | 4.4k | 57.53 | |
General Dynamics Corporation (GD) | 0.1 | $258k | 3.9k | 66.14 | |
Xcel Energy (XEL) | 0.1 | $266k | 9.6k | 27.68 | |
Steel Dynamics (STLD) | 0.1 | $259k | 23k | 11.24 | |
Williams Partners | 0.1 | $261k | 4.8k | 54.77 | |
BorgWarner (BWA) | 0.1 | $259k | 3.7k | 69.18 | |
Utilities SPDR (XLU) | 0.1 | $283k | 7.8k | 36.42 | |
Claymore/SWM Canadian Energy Income ETF | 0.1 | $264k | 16k | 16.81 | |
Vanguard/wellingto.. (VWELX) | 0.1 | $281k | 8.2k | 34.21 | |
Rowe T Price Index Tr Equity I (PREIX) | 0.1 | $258k | 6.6k | 38.82 | |
Olin Corporation (OLN) | 0.1 | $220k | 10k | 21.76 | |
EMC Corporation | 0.1 | $230k | 8.4k | 27.30 | |
Suburban Propane Partners (SPH) | 0.1 | $230k | 5.6k | 41.44 | |
American Fd Growth Fund Of Ame (AGTHX) | 0.1 | $225k | 6.6k | 33.89 | |
Husky Energy | 0.1 | $223k | 8.3k | 26.87 | |
Invesco Insured Municipal Trust (IMT) | 0.1 | $223k | 14k | 15.87 | |
American Balanced (ABALX) | 0.1 | $230k | 11k | 20.24 | |
Wal-Mart Stores (WMT) | 0.1 | $208k | 2.8k | 73.97 | |
Highwoods Properties (HIW) | 0.1 | $209k | 6.4k | 32.69 | |
Martin Midstream Partners (MMLP) | 0.1 | $205k | 6.0k | 34.34 | |
Penn West Energy Trust | 0.1 | $204k | 14k | 14.24 | |
Morgan Stanley Cap Tr Gtd Cap | 0.1 | $203k | 8.2k | 24.72 | |
Pimco Fds Pac Invt Mgm Real Re | 0.1 | $197k | 16k | 12.53 | |
T. Rowe Price Intl (PRITX) | 0.1 | $204k | 15k | 13.84 | |
T. Rowe Price Dvd Growth Fnd mf (PRDGX) | 0.1 | $217k | 8.2k | 26.39 | |
Medical Properties Trust (MPW) | 0.1 | $154k | 15k | 10.44 | |
Manulife Finl Corp (MFC) | 0.1 | $163k | 14k | 12.02 | |
Vanguard Mun Bd Fd Inc Lt Txex (VWLUX) | 0.1 | $151k | 13k | 11.79 | |
Bond Fund Of America mutual fund (ABNDX) | 0.1 | $174k | 13k | 12.98 | |
Carter Bank & Trust Martinsvil | 0.0 | $138k | 15k | 8.98 | |
Fidelity Advisor Ii Fltg Rt In | 0.0 | $119k | 12k | 9.95 | |
Aqr Fds Mlt Strg Alt I | 0.0 | $144k | 15k | 9.73 | |
Alcoa | 0.0 | $115k | 13k | 8.89 | |
Valley Financial Corp. Virginia | 0.0 | $101k | 11k | 9.30 | |
Sirius XM Radio | 0.0 | $32k | 13k | 2.56 | |
Vanguard Mmk Prime | 0.0 | $33k | 33k | 0.99 | |
Athersys | 0.0 | $14k | 10k | 1.40 | |
Nevada Mining Company (NMCX) | 0.0 | $0 | 83k | 0.00 | |
American Teledata Corp | 0.0 | $0 | 194k | 0.00 | |
Marathon Holding Corp | 0.0 | $0 | 10k | 0.00 |