Coe Capital Management as of March 31, 2014
Portfolio Holdings for Coe Capital Management
Coe Capital Management holds 233 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Tempur-Pedic International (TPX) | 2.4 | $8.2M | 162k | 50.67 | |
JDS Uniphase Corporation | 2.4 | $8.0M | 575k | 14.00 | |
Arrow Electronics (ARW) | 2.3 | $7.8M | 132k | 59.36 | |
Extreme Networks (EXTR) | 1.9 | $6.5M | 1.1M | 5.80 | |
Ultratech | 1.8 | $6.3M | 214k | 29.19 | |
EnerSys (ENS) | 1.8 | $6.2M | 89k | 69.29 | |
Euronet Worldwide (EEFT) | 1.7 | $5.9M | 142k | 41.59 | |
Greenbrier Companies (GBX) | 1.6 | $5.5M | 121k | 45.61 | |
Ryder System (R) | 1.4 | $4.9M | 62k | 79.91 | |
OSI Systems (OSIS) | 1.4 | $4.8M | 81k | 59.86 | |
Knight Transportation | 1.4 | $4.7M | 203k | 23.13 | |
Quanex Building Products Corporation (NX) | 1.3 | $4.6M | 221k | 20.68 | |
Quanta Services (PWR) | 1.3 | $4.5M | 122k | 36.90 | |
Mobile Mini | 1.3 | $4.5M | 103k | 43.36 | |
Ciena Corporation (CIEN) | 1.3 | $4.4M | 194k | 22.74 | |
Comstock Resources | 1.2 | $4.3M | 188k | 22.85 | |
Pier 1 Imports | 1.2 | $4.1M | 215k | 18.88 | |
Benchmark Electronics (BHE) | 1.2 | $4.1M | 179k | 22.65 | |
Eagle Materials (EXP) | 1.1 | $3.9M | 45k | 88.65 | |
Finish Line | 1.1 | $3.8M | 139k | 27.09 | |
Plantronics | 1.1 | $3.7M | 83k | 44.44 | |
Trex Company (TREX) | 1.0 | $3.4M | 46k | 73.16 | |
Lennox International (LII) | 1.0 | $3.3M | 36k | 90.92 | |
Skyworks Solutions (SWKS) | 0.9 | $3.2M | 86k | 37.52 | |
Winnebago Industries (WGO) | 0.9 | $3.2M | 117k | 27.39 | |
Halcon Resources | 0.9 | $3.2M | 732k | 4.33 | |
CommVault Systems (CVLT) | 0.9 | $3.1M | 48k | 64.95 | |
Vanguard Short-Term Bond ETF (BSV) | 0.9 | $3.0M | 37k | 80.09 | |
KEYW Holding | 0.9 | $3.0M | 160k | 18.71 | |
Precision Drilling Corporation | 0.8 | $2.9M | 244k | 11.97 | |
Nice Systems (NICE) | 0.8 | $2.9M | 64k | 44.65 | |
Forward Air Corporation (FWRD) | 0.8 | $2.8M | 61k | 46.10 | |
Cypress Semiconductor Corporation | 0.8 | $2.8M | 274k | 10.27 | |
United Rentals (URI) | 0.8 | $2.7M | 29k | 94.95 | |
Apogee Enterprises (APOG) | 0.8 | $2.7M | 83k | 33.23 | |
Korn/Ferry International (KFY) | 0.8 | $2.7M | 91k | 29.77 | |
KAR Auction Services (KAR) | 0.8 | $2.7M | 88k | 30.35 | |
Teradyne (TER) | 0.8 | $2.6M | 129k | 19.89 | |
Sanchez Energy Corp C ommon stocks | 0.8 | $2.6M | 87k | 29.63 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.7 | $2.5M | 50k | 50.30 | |
Clean Harbors (CLH) | 0.7 | $2.5M | 46k | 54.79 | |
Rogers Corporation (ROG) | 0.7 | $2.5M | 40k | 62.42 | |
USANA Health Sciences (USNA) | 0.7 | $2.3M | 30k | 75.33 | |
Avnet (AVT) | 0.7 | $2.3M | 48k | 46.52 | |
Regal Entertainment | 0.7 | $2.2M | 120k | 18.68 | |
E TRADE Financial Corporation | 0.6 | $2.2M | 95k | 23.02 | |
Capital Senior Living Corporation | 0.6 | $2.2M | 84k | 26.00 | |
Swift Transportation Company | 0.6 | $2.1M | 85k | 24.76 | |
Radware Ltd ord (RDWR) | 0.6 | $2.1M | 118k | 17.68 | |
Saia (SAIA) | 0.6 | $2.1M | 54k | 38.21 | |
Skechers USA (SKX) | 0.6 | $2.0M | 56k | 36.55 | |
Matrix Service Company (MTRX) | 0.6 | $2.0M | 59k | 33.78 | |
WidePoint Corporation | 0.6 | $2.0M | 1.2M | 1.60 | |
Rand Logistics | 0.6 | $1.9M | 276k | 6.90 | |
Gulfport Energy Corporation | 0.5 | $1.9M | 26k | 71.19 | |
Ladenburg Thalmann Financial Services | 0.5 | $1.8M | 609k | 3.02 | |
Pimco Income Strategy Fund II (PFN) | 0.5 | $1.8M | 145k | 12.47 | |
Patterson-UTI Energy (PTEN) | 0.5 | $1.8M | 57k | 31.68 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $1.8M | 18k | 97.47 | |
Fabrinet (FN) | 0.5 | $1.7M | 84k | 20.77 | |
Royal Caribbean Cruises (RCL) | 0.5 | $1.7M | 32k | 54.56 | |
Era | 0.5 | $1.7M | 58k | 29.32 | |
Natus Medical | 0.5 | $1.7M | 64k | 25.80 | |
Kinder Morgan (KMI) | 0.5 | $1.6M | 50k | 32.49 | |
Pike Electric Corporation | 0.5 | $1.6M | 150k | 10.76 | |
Aptar (ATR) | 0.5 | $1.5M | 23k | 66.11 | |
RF Micro Devices | 0.5 | $1.5M | 195k | 7.88 | |
Brookdale Senior Living (BKD) | 0.5 | $1.5M | 46k | 33.51 | |
Silver Bay Rlty Tr | 0.5 | $1.6M | 100k | 15.52 | |
Vulcan Materials Company (VMC) | 0.4 | $1.5M | 23k | 66.45 | |
PMC-Sierra | 0.4 | $1.5M | 199k | 7.61 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $1.5M | 24k | 60.69 | |
Ltx Credence Corporation | 0.4 | $1.5M | 166k | 8.91 | |
Sandstorm Gold (SAND) | 0.4 | $1.5M | 264k | 5.57 | |
McKesson Corporation (MCK) | 0.4 | $1.4M | 8.1k | 176.62 | |
Accenture (ACN) | 0.4 | $1.4M | 18k | 79.70 | |
Knoll | 0.4 | $1.4M | 79k | 18.18 | |
Winthrop Realty Trust | 0.4 | $1.4M | 124k | 11.59 | |
Mandalay Digital | 0.4 | $1.4M | 362k | 3.95 | |
Caterpillar (CAT) | 0.4 | $1.4M | 14k | 99.40 | |
Scientific Games (LNW) | 0.4 | $1.4M | 102k | 13.73 | |
Cleco Corporation | 0.4 | $1.4M | 28k | 50.57 | |
Opko Health (OPK) | 0.4 | $1.4M | 149k | 9.32 | |
Microsoft Corporation (MSFT) | 0.4 | $1.4M | 34k | 41.00 | |
Plains All American Pipeline (PAA) | 0.4 | $1.4M | 25k | 55.12 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.4 | $1.4M | 13k | 105.49 | |
Range Resources (RRC) | 0.4 | $1.3M | 16k | 82.97 | |
Emmis Communications Corporation | 0.4 | $1.3M | 415k | 3.20 | |
Approach Resources | 0.4 | $1.3M | 64k | 20.91 | |
Primero Mining Corporation | 0.4 | $1.3M | 184k | 7.21 | |
Emerald Oil | 0.4 | $1.3M | 200k | 6.72 | |
Brooks Automation (AZTA) | 0.4 | $1.3M | 120k | 10.93 | |
Pure Cycle Corporation (PCYO) | 0.4 | $1.3M | 214k | 6.05 | |
Tearlab Corp | 0.4 | $1.3M | 193k | 6.76 | |
MICROS Systems | 0.4 | $1.3M | 24k | 52.95 | |
Royal Gold (RGLD) | 0.4 | $1.3M | 20k | 62.60 | |
Applied Optoelectronics (AAOI) | 0.4 | $1.3M | 51k | 24.67 | |
Monsanto Company | 0.4 | $1.2M | 11k | 113.75 | |
V.F. Corporation (VFC) | 0.4 | $1.2M | 20k | 61.90 | |
Walgreen Company | 0.4 | $1.2M | 19k | 66.04 | |
Vanguard Emerging Markets ETF (VWO) | 0.4 | $1.2M | 31k | 40.59 | |
Abbvie (ABBV) | 0.4 | $1.2M | 24k | 51.39 | |
FedEx Corporation (FDX) | 0.3 | $1.2M | 9.1k | 132.59 | |
Hittite Microwave Corporation | 0.3 | $1.2M | 19k | 63.04 | |
Rofin-Sinar Technologies | 0.3 | $1.2M | 49k | 23.96 | |
Us Silica Hldgs (SLCA) | 0.3 | $1.2M | 32k | 38.17 | |
PC Connection (CNXN) | 0.3 | $1.2M | 57k | 20.32 | |
S&W Seed Company (SANW) | 0.3 | $1.2M | 158k | 7.41 | |
Vanguard Europe Pacific ETF (VEA) | 0.3 | $1.1M | 28k | 41.27 | |
iShares S&P 500 Index (IVV) | 0.3 | $1.1M | 5.8k | 188.12 | |
Cme (CME) | 0.3 | $1.1M | 14k | 74.04 | |
Jones Lang LaSalle Incorporated (JLL) | 0.3 | $1.1M | 9.1k | 118.48 | |
Ur-energy (URG) | 0.3 | $1.1M | 689k | 1.55 | |
Finisar Corporation | 0.3 | $1.0M | 39k | 26.50 | |
Abbott Laboratories (ABT) | 0.3 | $1.0M | 26k | 38.52 | |
Entravision Communication (EVC) | 0.3 | $1.0M | 150k | 6.70 | |
Inventure Foods | 0.3 | $995k | 71k | 13.98 | |
Asure Software (ASUR) | 0.3 | $998k | 150k | 6.64 | |
Dynex Capital | 0.3 | $975k | 109k | 8.95 | |
Apollo Global Management 'a' | 0.3 | $954k | 30k | 31.80 | |
Cogent Communications (CCOI) | 0.3 | $927k | 26k | 35.55 | |
Williams Partners | 0.3 | $925k | 18k | 50.91 | |
Callidus Software | 0.3 | $937k | 75k | 12.53 | |
Franco-Nevada Corporation (FNV) | 0.3 | $940k | 21k | 45.85 | |
UMH Properties (UMH) | 0.3 | $887k | 91k | 9.78 | |
Integrated Silicon Solution | 0.3 | $904k | 58k | 15.54 | |
Manitex International (MNTX) | 0.3 | $897k | 55k | 16.31 | |
Adept Technology | 0.3 | $896k | 47k | 19.00 | |
Fly Leasing | 0.3 | $891k | 59k | 15.00 | |
Ishares High Dividend Equity F (HDV) | 0.3 | $884k | 12k | 71.41 | |
Cross Country Healthcare (CCRN) | 0.2 | $854k | 106k | 8.07 | |
Frequency Electronics (FEIM) | 0.2 | $856k | 79k | 10.81 | |
Patrick Industries (PATK) | 0.2 | $855k | 19k | 44.34 | |
Nautilus (BFXXQ) | 0.2 | $820k | 85k | 9.63 | |
EXACT Sciences Corporation (EXAS) | 0.2 | $822k | 58k | 14.16 | |
Sotherly Hotels (SOHO) | 0.2 | $821k | 129k | 6.37 | |
Cameco Corporation (CCJ) | 0.2 | $802k | 35k | 22.91 | |
Core Laboratories | 0.2 | $783k | 3.9k | 198.48 | |
Dixie (DXYN) | 0.2 | $779k | 48k | 16.41 | |
Silver Wheaton Corp | 0.2 | $795k | 35k | 22.71 | |
Covenant Transportation (CVLG) | 0.2 | $800k | 79k | 10.10 | |
Castle Brands | 0.2 | $781k | 651k | 1.20 | |
Norcraft | 0.2 | $790k | 47k | 16.92 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $756k | 9.3k | 81.20 | |
Authentidate Holding | 0.2 | $762k | 769k | 0.99 | |
Enserv | 0.2 | $758k | 313k | 2.42 | |
CarMax (KMX) | 0.2 | $724k | 16k | 46.83 | |
Inphi Corporation | 0.2 | $718k | 45k | 16.09 | |
Sonic Corporation | 0.2 | $687k | 30k | 22.79 | |
Pioneer Natural Resources | 0.2 | $695k | 3.7k | 187.08 | |
Pedev | 0.2 | $684k | 332k | 2.06 | |
Bally Technologies | 0.2 | $663k | 10k | 66.30 | |
Digital Ally | 0.2 | $638k | 104k | 6.14 | |
TransDigm Group Incorporated (TDG) | 0.2 | $624k | 3.4k | 185.16 | |
U.S. Auto Parts Network | 0.2 | $610k | 200k | 3.06 | |
Martin Marietta Materials (MLM) | 0.2 | $594k | 4.6k | 128.29 | |
Zebra Technologies (ZBRA) | 0.2 | $587k | 8.5k | 69.46 | |
Innophos Holdings | 0.2 | $567k | 10k | 56.70 | |
Cynosure | 0.2 | $571k | 20k | 29.32 | |
B2gold Corp (BTG) | 0.2 | $569k | 210k | 2.71 | |
Icad (ICAD) | 0.2 | $599k | 65k | 9.15 | |
Sykes Enterprises, Incorporated | 0.2 | $564k | 28k | 19.88 | |
MasTec (MTZ) | 0.2 | $533k | 12k | 43.44 | |
Escalade (ESCA) | 0.2 | $544k | 41k | 13.40 | |
Wendy's/arby's Group (WEN) | 0.2 | $546k | 60k | 9.13 | |
Steelcase (SCS) | 0.1 | $526k | 32k | 16.61 | |
Newport Corporation | 0.1 | $505k | 24k | 20.68 | |
Bob Evans Farms | 0.1 | $500k | 10k | 50.00 | |
Mattson Technology | 0.1 | $501k | 216k | 2.32 | |
USA Truck | 0.1 | $528k | 36k | 14.71 | |
Charles & Colvard | 0.1 | $520k | 182k | 2.86 | |
Bacterin Intl Hldgs | 0.1 | $526k | 626k | 0.84 | |
Dlh Hldgs (DLHC) | 0.1 | $514k | 202k | 2.55 | |
American Airls (AAL) | 0.1 | $517k | 14k | 36.58 | |
Applied Micro Circuits Corporation | 0.1 | $467k | 47k | 9.89 | |
Einstein Noah Restaurant | 0.1 | $494k | 30k | 16.47 | |
Essex Rental | 0.1 | $473k | 160k | 2.96 | |
Hecla Mining Company (HL) | 0.1 | $461k | 150k | 3.07 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $449k | 6.0k | 75.27 | |
Cbre Group Inc Cl A (CBRE) | 0.1 | $457k | 17k | 27.44 | |
MasterCard Incorporated (MA) | 0.1 | $398k | 5.3k | 74.74 | |
Tree | 0.1 | $414k | 13k | 31.03 | |
Diebold Incorporated | 0.1 | $399k | 10k | 39.90 | |
iShares Russell 2000 Index (IWM) | 0.1 | $419k | 3.6k | 116.39 | |
Perry Ellis International | 0.1 | $412k | 30k | 13.73 | |
Rick's Cabaret Int'l | 0.1 | $406k | 36k | 11.27 | |
U.s. Concrete Inc Cmn | 0.1 | $395k | 17k | 23.52 | |
Newlink Genetics Corporation | 0.1 | $426k | 15k | 28.40 | |
Ds Healthcare | 0.1 | $426k | 210k | 2.03 | |
Stock Bldg Supply Hldgs | 0.1 | $406k | 20k | 20.30 | |
Copart (CPRT) | 0.1 | $364k | 10k | 36.40 | |
Arkansas Best Corporation | 0.1 | $370k | 10k | 37.00 | |
Rentrak Corporation | 0.1 | $375k | 6.2k | 60.28 | |
Vanguard Growth ETF (VUG) | 0.1 | $387k | 4.1k | 93.37 | |
Vanguard Value ETF (VTV) | 0.1 | $368k | 4.7k | 78.21 | |
Reed's | 0.1 | $361k | 64k | 5.69 | |
FTI Consulting (FCN) | 0.1 | $333k | 10k | 33.30 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $335k | 1.8k | 187.15 | |
Nuance Communications | 0.1 | $343k | 20k | 17.15 | |
Lannett Company | 0.1 | $357k | 10k | 35.70 | |
Joe's Jeans | 0.1 | $329k | 274k | 1.20 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $352k | 8.5k | 41.36 | |
Lionbridge Technologies | 0.1 | $336k | 50k | 6.71 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.1 | $354k | 37k | 9.50 | |
Antares Pharma | 0.1 | $341k | 98k | 3.50 | |
Torchlight Energy Resources | 0.1 | $342k | 68k | 5.07 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $295k | 3.4k | 86.06 | |
Ellsworth Fund (ECF) | 0.1 | $293k | 34k | 8.61 | |
Park City (TRAK) | 0.1 | $316k | 35k | 9.07 | |
Charles Schwab Corporation (SCHW) | 0.1 | $273k | 10k | 27.30 | |
Sinclair Broadcast | 0.1 | $271k | 10k | 27.10 | |
Motorcar Parts of America (MPAA) | 0.1 | $266k | 10k | 26.60 | |
Napco Security Systems (NSSC) | 0.1 | $257k | 39k | 6.62 | |
Alliance Fiber Optic Products | 0.1 | $264k | 18k | 14.45 | |
NBT Ban (NBTB) | 0.1 | $234k | 9.6k | 24.46 | |
Ruth's Hospitality | 0.1 | $233k | 19k | 12.10 | |
Transatlantic Petroleum | 0.1 | $256k | 30k | 8.66 | |
iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.1 | $224k | 2.0k | 113.13 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $225k | 16k | 13.88 | |
Amc Entmt Hldgs Inc Cl A | 0.1 | $243k | 10k | 24.30 | |
Herman Miller (MLKN) | 0.1 | $219k | 6.8k | 32.07 | |
Amgen (AMGN) | 0.1 | $210k | 1.7k | 123.17 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $206k | 2.5k | 83.27 | |
Real Goods Solar | 0.1 | $214k | 53k | 4.07 | |
Accelr8 Technology | 0.1 | $218k | 10k | 21.80 | |
Oplink Communications | 0.1 | $182k | 10k | 17.97 | |
TowneBank (TOWN) | 0.1 | $167k | 11k | 15.55 | |
Overland Storage | 0.1 | $165k | 207k | 0.80 | |
Mfri | 0.0 | $144k | 11k | 13.60 | |
S&w Seed Co *w exp 05/03/201 | 0.0 | $93k | 115k | 0.81 | |
Zix Corporation | 0.0 | $85k | 21k | 4.15 | |
TheStreet | 0.0 | $41k | 16k | 2.63 | |
Api Technologies Corp | 0.0 | $31k | 11k | 2.94 |