CoBiz Investment Management, LLC " as of Dec. 31, 2010
Portfolio Holdings for CoBiz Investment Management, LLC "
CoBiz Investment Management, LLC " holds 223 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 2.8 | $9.3M | 29k | 322.55 | |
| National-Oilwell Var | 2.7 | $8.9M | 132k | 67.25 | |
| Schlumberger (SLB) | 2.6 | $8.6M | 103k | 83.50 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $8.1M | 190k | 42.42 | |
| America Movil Sab De Cv spon adr l | 2.3 | $7.6M | 133k | 57.34 | |
| Occidental Petroleum Corporation (OXY) | 2.3 | $7.6M | 78k | 98.10 | |
| Union Pacific Corporation (UNP) | 2.2 | $7.5M | 81k | 92.66 | |
| Emerson Electric (EMR) | 2.2 | $7.5M | 130k | 57.17 | |
| Oracle Corporation (ORCL) | 2.2 | $7.4M | 237k | 31.30 | |
| Praxair | 2.1 | $7.1M | 74k | 95.47 | |
| Peabody Energy Corporation | 2.1 | $7.0M | 110k | 63.98 | |
| Waters Corporation (WAT) | 2.0 | $6.9M | 88k | 77.71 | |
| iShares MSCI Emerging Markets Indx (EEM) | 2.0 | $6.8M | 143k | 47.64 | |
| T. Rowe Price (TROW) | 2.0 | $6.7M | 104k | 64.54 | |
| Nike (NKE) | 2.0 | $6.6M | 77k | 85.43 | |
| O'reilly Automotive (ORLY) | 1.9 | $6.4M | 105k | 60.56 | |
| Procter & Gamble Company (PG) | 1.9 | $6.3M | 98k | 64.33 | |
| Ecolab (ECL) | 1.8 | $6.1M | 121k | 50.42 | |
| 1.8 | $6.1M | 10k | 593.93 | ||
| Pepsi (PEP) | 1.8 | $6.0M | 92k | 65.33 | |
| Accenture (ACN) | 1.8 | $5.9M | 122k | 48.49 | |
| EMC Corporation | 1.8 | $5.9M | 256k | 22.90 | |
| Donaldson Company (DCI) | 1.7 | $5.8M | 99k | 58.28 | |
| U.S. Bancorp (USB) | 1.7 | $5.7M | 212k | 26.97 | |
| Prudential Financial (PRU) | 1.7 | $5.6M | 95k | 58.71 | |
| Wells Fargo & Company (WFC) | 1.6 | $5.4M | 173k | 30.99 | |
| General Electric Company | 1.6 | $5.3M | 290k | 18.29 | |
| PetSmart | 1.6 | $5.3M | 134k | 39.82 | |
| Cisco Systems (CSCO) | 1.6 | $5.2M | 256k | 20.23 | |
| International Business Machines (IBM) | 1.4 | $4.8M | 33k | 146.77 | |
| Novo Nordisk A/S (NVO) | 1.4 | $4.6M | 41k | 112.58 | |
| Kimberly-Clark Corporation (KMB) | 1.4 | $4.5M | 71k | 63.04 | |
| WisdomTree Equity Income Fund (DHS) | 1.3 | $4.3M | 110k | 38.91 | |
| Johnson & Johnson (JNJ) | 1.2 | $4.1M | 66k | 61.85 | |
| Costco Wholesale Corporation (COST) | 1.2 | $3.9M | 54k | 72.21 | |
| Southwestern Energy Company | 1.2 | $3.9M | 104k | 37.43 | |
| Microsoft Corporation (MSFT) | 1.1 | $3.7M | 134k | 27.91 | |
| Honeywell International (HON) | 1.1 | $3.7M | 71k | 53.16 | |
| Lowe's Companies (LOW) | 1.1 | $3.6M | 145k | 25.08 | |
| CVS Caremark Corporation (CVS) | 1.1 | $3.6M | 103k | 34.77 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.0 | $3.4M | 59k | 58.22 | |
| Target Corp | 1.0 | $3.4M | 56k | 60.12 | |
| Baxter Intl Inc Com Stk | 1.0 | $3.3M | 65k | 50.63 | |
| iShares Russell 2000 Value Index (IWN) | 1.0 | $3.3M | 46k | 71.08 | |
| Jacobs Engineering | 0.9 | $3.2M | 69k | 45.85 | |
| Walgreen Company | 0.9 | $3.1M | 80k | 38.97 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $3.1M | 95k | 32.50 | |
| BANK NEW YORK MELLON Corp Com Stk | 0.9 | $2.9M | 96k | 30.20 | |
| Dick's Sporting Goods (DKS) | 0.8 | $2.8M | 75k | 37.50 | |
| Estee Lauder Companies (EL) | 0.8 | $2.7M | 34k | 80.71 | |
| Autodesk Inc Com Stk | 0.8 | $2.7M | 72k | 38.20 | |
| Amphenol Corp-cl A | 0.8 | $2.7M | 52k | 52.78 | |
| Time Warner | 0.8 | $2.7M | 83k | 32.17 | |
| Pfizer (PFE) | 0.8 | $2.7M | 152k | 17.51 | |
| Ipath Dow Jones-aig Commodity (DJP) | 0.8 | $2.6M | 54k | 49.13 | |
| Intel Corporation (INTC) | 0.8 | $2.6M | 122k | 21.03 | |
| Coach | 0.8 | $2.5M | 46k | 55.32 | |
| Stryker Corporation (SYK) | 0.8 | $2.5M | 46k | 53.70 | |
| Cullen/Frost Bankers (CFR) | 0.7 | $2.4M | 39k | 61.13 | |
| Akamai Technologies (AKAM) | 0.7 | $2.3M | 50k | 47.06 | |
| IQ Hedge Multi-Strategy Tracker (QAI) | 0.7 | $2.3M | 86k | 27.41 | |
| At&t (T) | 0.7 | $2.3M | 78k | 29.38 | |
| Kraft Foods | 0.7 | $2.3M | 73k | 31.50 | |
| Amgen | 0.7 | $2.3M | 41k | 54.91 | |
| HSBC Holdings (HSBC) | 0.7 | $2.2M | 42k | 51.04 | |
| Quest Diagnostics Incorporated (DGX) | 0.7 | $2.2M | 40k | 53.96 | |
| iShares S&P 500 Index (IVV) | 0.6 | $2.1M | 16k | 126.22 | |
| Fastenal Company (FAST) | 0.6 | $2.0M | 33k | 59.89 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.5 | $1.7M | 32k | 54.51 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.7M | 23k | 73.11 | |
| Harris Corporation | 0.5 | $1.6M | 35k | 45.31 | |
| Medtronic | 0.4 | $1.2M | 33k | 37.09 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $1.2M | 25k | 48.15 | |
| IQ ARB Global Resources ETF | 0.2 | $777k | 24k | 31.84 | |
| Royal Dutch Shell | 0.2 | $725k | 11k | 66.73 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $557k | 7.1k | 78.22 | |
| Franklin Covey (FC) | 0.2 | $550k | 64k | 8.59 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $528k | 9.5k | 55.39 | |
| Chevron Corporation (CVX) | 0.1 | $492k | 5.4k | 91.18 | |
| Berkshire Hath-cl B | 0.1 | $408k | 5.1k | 80.09 | |
| 3M Company (MMM) | 0.1 | $354k | 4.1k | 86.34 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $369k | 4.2k | 87.52 | |
| CoBiz Financial | 0.1 | $373k | 61k | 6.07 | |
| Eli Lilly & Co. (LLY) | 0.1 | $283k | 8.1k | 35.00 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $276k | 2.2k | 125.91 | |
| Coca-Cola Company (KO) | 0.1 | $224k | 3.4k | 65.67 | |
| Berkshire Hathaway Inc-cl A cl a 0 | 0.1 | $241k | 2.00 | 120500.00 | |
| Bed Bath & Beyond | 0.1 | $221k | 4.5k | 49.12 | |
| E.I. du Pont de Nemours & Company | 0.1 | $200k | 4.0k | 50.00 | |
| WisdomTree Total Dividend Fund (DTD) | 0.1 | $194k | 4.2k | 46.59 | |
| State Street Corporation (STT) | 0.1 | $154k | 3.3k | 46.32 | |
| Principal Financial (PFG) | 0.1 | $161k | 5.0k | 32.46 | |
| Caterpillar (CAT) | 0.1 | $178k | 1.9k | 93.68 | |
| Wal-Mart Stores (WMT) | 0.1 | $151k | 2.8k | 53.77 | |
| Techne Corporation | 0.1 | $169k | 2.6k | 65.53 | |
| D Automatic Data Proce Ssing Inc Common Stock 0 | 0.1 | $177k | 3.8k | 46.29 | |
| Bristol Myers Squibb (BMY) | 0.0 | $143k | 5.4k | 26.39 | |
| Philip Morris International (PM) | 0.0 | $117k | 2.0k | 58.50 | |
| Bp Plc-spons | 0.0 | $148k | 3.4k | 44.02 | |
| Abbott Laboratories | 0.0 | $120k | 57k | 2.12 | |
| Dover Corporation (DOV) | 0.0 | $137k | 2.4k | 58.30 | |
| Industrial SPDR (XLI) | 0.0 | $130k | 3.7k | 34.95 | |
| Standex Int'l (SXI) | 0.0 | $120k | 4.0k | 30.00 | |
| Waste Management (WM) | 0.0 | $114k | 3.1k | 36.85 | |
| Home Depot (HD) | 0.0 | $88k | 2.5k | 35.26 | |
| Verizon Communications (VZ) | 0.0 | $113k | 3.2k | 35.69 | |
| Xilinx | 0.0 | $85k | 2.9k | 28.99 | |
| Capital One Financial (COF) | 0.0 | $98k | 2.3k | 42.61 | |
| Merck & Co (MRK) | 0.0 | $115k | 3.2k | 35.94 | |
| Illinois Tool Works (ITW) | 0.0 | $93k | 1.8k | 53.14 | |
| BECTON DICKINSON & CO Com Stk | 0.0 | $113k | 1.3k | 84.77 | |
| Technology SPDR (XLK) | 0.0 | $101k | 4.0k | 25.09 | |
| Anadarko Pete Corp | 0.0 | $109k | 1.4k | 76.49 | |
| Devon Energy Corporation (DVN) | 0.0 | $65k | 830.00 | 78.31 | |
| McDonald's Corporation (MCD) | 0.0 | $55k | 719.00 | 76.50 | |
| Medco Health Solutions | 0.0 | $53k | 868.00 | 61.06 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $74k | 1.1k | 64.91 | |
| Stanley Black & Decker (SWK) | 0.0 | $67k | 1.0k | 67.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $62k | 2.0k | 31.00 | |
| Halliburton Company (HAL) | 0.0 | $57k | 1.4k | 40.86 | |
| Hewlett-Packard Company | 0.0 | $66k | 1.6k | 41.80 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $81k | 1.2k | 64.90 | |
| Boeing | 0.0 | $65k | 1.0k | 65.00 | |
| Cintas Corporation (CTAS) | 0.0 | $62k | 2.2k | 28.00 | |
| Aflac | 0.0 | $78k | 1.4k | 56.24 | |
| Xcel Energy (XEL) | 0.0 | $73k | 3.1k | 23.49 | |
| Broadcom Corporation | 0.0 | $65k | 1.5k | 43.33 | |
| Hancock Holding Company (HWC) | 0.0 | $70k | 2.0k | 35.00 | |
| SM Energy (SM) | 0.0 | $77k | 1.3k | 59.23 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $65k | 1.1k | 57.57 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $64k | 1.7k | 37.60 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $61k | 1.0k | 59.92 | |
| Vanguard Energy ETF (VDE) | 0.0 | $60k | 597.00 | 100.50 | |
| Bk Of America Corp | 0.0 | $52k | 3.9k | 13.33 | |
| JF China Region Fund | 0.0 | $57k | 3.6k | 15.69 | |
| Western Union Company (WU) | 0.0 | $28k | 1.5k | 18.67 | |
| Walt Disney Company (DIS) | 0.0 | $19k | 514.00 | 36.96 | |
| SYSCO Corporation (SYY) | 0.0 | $21k | 700.00 | 30.00 | |
| Johnson Controls | 0.0 | $19k | 501.00 | 37.92 | |
| Comerica Incorporated (CMA) | 0.0 | $17k | 300.00 | 56.67 | |
| Raytheon Company | 0.0 | $34k | 750.00 | 45.33 | |
| Altria (MO) | 0.0 | $49k | 2.0k | 24.50 | |
| Colgate-Palmolive Company (CL) | 0.0 | $32k | 400.00 | 80.00 | |
| ConocoPhillips (COP) | 0.0 | $31k | 457.00 | 67.83 | |
| Deere & Company (DE) | 0.0 | $21k | 250.00 | 84.00 | |
| Directv | 0.0 | $26k | 651.00 | 39.94 | |
| Vodafone | 0.0 | $29k | 1.1k | 26.85 | |
| Weyerhaeuser Company (WY) | 0.0 | $35k | 1.9k | 18.73 | |
| Staples | 0.0 | $40k | 1.8k | 22.51 | |
| Marriott International (MAR) | 0.0 | $42k | 1.0k | 41.63 | |
| Coventry Health Care | 0.0 | $21k | 805.00 | 26.09 | |
| ProAssurance Corporation (PRA) | 0.0 | $45k | 745.00 | 60.40 | |
| Omni (OMC) | 0.0 | $41k | 900.00 | 45.56 | |
| Realty Income (O) | 0.0 | $49k | 1.4k | 34.31 | |
| Permian Basin Royalty Trust (PBT) | 0.0 | $30k | 1.3k | 22.47 | |
| St. Jude Medical | 0.0 | $21k | 483.00 | 43.48 | |
| Kinder Morgan Energy Partners | 0.0 | $28k | 400.00 | 70.00 | |
| Apache Corp Com Stk | 0.0 | $24k | 200.00 | 120.00 | |
| Suncor Energy (SU) | 0.0 | $23k | 600.00 | 38.33 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $17k | 253.00 | 67.19 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $29k | 492.00 | 58.94 | |
| iShares S&P Latin America 40 Index (ILF) | 0.0 | $35k | 648.00 | 54.01 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $35k | 553.00 | 63.29 | |
| Nuveen Fltng Rte Incm Opp | 0.0 | $19k | 1.5k | 12.30 | |
| PowerShares DB Precious Metals | 0.0 | $33k | 645.00 | 51.16 | |
| Source Capital | 0.0 | $27k | 500.00 | 54.00 | |
| Templeton Emerging Markets (EMF) | 0.0 | $40k | 1.7k | 23.53 | |
| Best Buy | 0.0 | $40k | 1.2k | 34.31 | |
| Selected American Shrs Fund (SLASX) | 0.0 | $47k | 1.1k | 41.12 | |
| Comcast Corporation (CMCSA) | 0.0 | $11k | 502.00 | 21.91 | |
| Goldman Sachs (GS) | 0.0 | $6.0k | 35.00 | 171.43 | |
| Leucadia National | 0.0 | $15k | 500.00 | 30.00 | |
| Progressive Corporation (PGR) | 0.0 | $14k | 700.00 | 20.00 | |
| Discover Financial Services | 0.0 | $999.960000 | 78.00 | 12.82 | |
| Northern Trust Corporation (NTRS) | 0.0 | $11k | 200.00 | 55.00 | |
| Duke Energy Corporation | 0.0 | $3.0k | 163.00 | 18.40 | |
| NextEra Energy | 0.0 | $5.0k | 100.00 | 50.00 | |
| Eaton Corporation | 0.0 | $15k | 150.00 | 100.00 | |
| NVIDIA Corporation (NVDA) | 0.0 | $8.0k | 500.00 | 16.00 | |
| Public Storage (PSA) | 0.0 | $12k | 120.00 | 100.00 | |
| Dow Chemical Company | 0.0 | $14k | 406.00 | 34.48 | |
| Vulcan Materials Company (VMC) | 0.0 | $5.0k | 120.00 | 41.67 | |
| Morgan Stanley (MS) | 0.0 | $4.0k | 156.00 | 25.64 | |
| Regions Financial Corporation (RF) | 0.0 | $999.680000 | 88.00 | 11.36 | |
| Energizer Holdings | 0.0 | $7.0k | 100.00 | 70.00 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $5.0k | 75.00 | 66.67 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $28.490000 | 1.00 | 28.49 | |
| Qualcomm (QCOM) | 0.0 | $10k | 200.00 | 50.00 | |
| Exelon Corporation (EXC) | 0.0 | $4.0k | 100.00 | 40.00 | |
| LSI Corporation | 0.0 | $370.040000 | 58.00 | 6.38 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $12k | 102.00 | 117.65 | |
| Starbucks Corporation (SBUX) | 0.0 | $6.0k | 200.00 | 30.00 | |
| Washington Real Estate Investment Trust (ELME) | 0.0 | $6.0k | 200.00 | 30.00 | |
| Frontier Communications | 0.0 | $5.0k | 564.00 | 8.87 | |
| Pioneer Natural Resources | 0.0 | $3.0k | 29.00 | 103.45 | |
| H.J. Heinz Company | 0.0 | $7.0k | 150.00 | 46.67 | |
| Corn Products International | 0.0 | $10k | 225.00 | 44.44 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $11k | 50.00 | 220.00 | |
| Southwest Airlines (LUV) | 0.0 | $429.450000 | 35.00 | 12.27 | |
| MetLife (MET) | 0.0 | $16k | 358.00 | 44.69 | |
| Oneok Partners | 0.0 | $16k | 200.00 | 80.00 | |
| Peet's Coffee & Tea | 0.0 | $4.0k | 100.00 | 40.00 | |
| SanDisk Corporation | 0.0 | $5.0k | 100.00 | 50.00 | |
| Rockwell Automation (ROK) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Veeco Instruments (VECO) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Vital Images (VTAL) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Accelrys | 0.0 | $999.960000 | 78.00 | 12.82 | |
| Tor Dom Bk Cad (TD) | 0.0 | $8.0k | 105.00 | 76.19 | |
| Ivanhoe Mines | 0.0 | $6.0k | 260.00 | 23.08 | |
| HearUSA | 0.0 | $1.0k | 1.3k | 0.80 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $12k | 180.00 | 66.67 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $5.0k | 76.00 | 65.79 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $5.0k | 128.00 | 39.06 | |
| WisdomTree Intl. LargeCap Div (DOL) | 0.0 | $12k | 272.00 | 44.12 | |
| Premier Financial Ban | 0.0 | $0 | 49.00 | 0.00 | |
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $12k | 2.5k | 4.77 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $8.0k | 160.00 | 50.00 | |
| Allstate Corp | 0.0 | $6.0k | 184.00 | 32.61 | |
| Aerovironment | 0.0 | $3.0k | 100.00 | 30.00 | |
| Alliant Energy Corp | 0.0 | $15k | 412.00 | 36.41 | |
| Tandy Leather Factory (TLF) | 0.0 | $2.0k | 360.00 | 5.56 | |
| Travelers Companies | 0.0 | $6.0k | 100.00 | 60.00 | |
| WaterFurnace Renewable Energy (WFI) | 0.0 | $1.0k | 42.00 | 23.81 |