Coe Capital Management as of Sept. 30, 2016
Portfolio Holdings for Coe Capital Management
Coe Capital Management holds 212 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MasTec (MTZ) | 3.1 | $9.6M | 339k | 28.27 | |
Five9 (FIVN) | 2.5 | $7.8M | 540k | 14.38 | |
Ringcentral (RNG) | 2.4 | $7.5M | 365k | 20.44 | |
U.s. Concrete Inc Cmn | 2.4 | $7.3M | 147k | 49.50 | |
J.C. Penney Company | 1.8 | $5.7M | 670k | 8.48 | |
KAR Auction Services (KAR) | 1.7 | $5.2M | 123k | 42.19 | |
MarineMax (HZO) | 1.6 | $5.0M | 296k | 16.90 | |
Varonis Sys (VRNS) | 1.5 | $4.5M | 158k | 28.60 | |
Capital Senior Living Corporation | 1.4 | $4.5M | 302k | 14.89 | |
Best Buy | 1.4 | $4.4M | 114k | 38.67 | |
VCA Antech | 1.4 | $4.3M | 72k | 60.57 | |
Primoris Services (PRIM) | 1.4 | $4.3M | 222k | 19.40 | |
Gms (GMS) | 1.3 | $4.1M | 200k | 20.62 | |
Scientific Games (LNW) | 1.3 | $4.1M | 343k | 12.00 | |
8x8 (EGHT) | 1.3 | $4.0M | 284k | 14.15 | |
Skyworks Solutions (SWKS) | 1.2 | $3.8M | 50k | 75.86 | |
Brookdale Senior Living (BKD) | 1.2 | $3.8M | 280k | 13.41 | |
Avis Budget Group | 1.2 | $3.7M | 113k | 32.49 | |
Delta Air Lines (DAL) | 1.1 | $3.2M | 80k | 40.45 | |
Inphi Corporation | 1.1 | $3.2M | 86k | 37.85 | |
Vanguard Europe Pacific ETF (VEA) | 1.0 | $3.0M | 79k | 37.40 | |
Abiomed Inc Com Stk | 0.9 | $2.8M | 26k | 110.73 | |
Abraxas Pete Corp | 0.9 | $2.8M | 1.7M | 1.62 | |
Select Comfort | 0.9 | $2.8M | 147k | 18.94 | |
Chemours (CC) | 0.9 | $2.7M | 161k | 16.84 | |
Solar Cap (SLRC) | 0.8 | $2.6M | 127k | 20.12 | |
Zumiez (ZUMZ) | 0.8 | $2.5M | 111k | 22.30 | |
Hibbett Sports (HIBB) | 0.8 | $2.4M | 62k | 38.25 | |
New Jersey Resources Corporation (NJR) | 0.8 | $2.4M | 72k | 32.95 | |
BJ's Restaurants (BJRI) | 0.8 | $2.3M | 65k | 36.20 | |
Children's Place Retail Stores (PLCE) | 0.8 | $2.3M | 31k | 73.65 | |
Pier 1 Imports | 0.7 | $2.3M | 541k | 4.24 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.7 | $2.3M | 50k | 45.44 | |
Range Resources (RRC) | 0.7 | $2.3M | 60k | 37.72 | |
Vanguard Short-Term Bond ETF (BSV) | 0.7 | $2.2M | 28k | 80.84 | |
Plains Gp Hldgs L P shs a rep ltpn | 0.7 | $2.2M | 180k | 12.48 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $2.2M | 33k | 66.59 | |
Tempur-Pedic International (TPX) | 0.7 | $2.2M | 40k | 55.52 | |
Ceva (CEVA) | 0.7 | $2.2M | 71k | 30.15 | |
Amn Healthcare Services | 0.7 | $2.2M | 68k | 31.74 | |
Navigant Consulting | 0.7 | $2.1M | 96k | 21.93 | |
Patrick Industries (PATK) | 0.7 | $2.0M | 37k | 55.35 | |
Mitek Systems (MITK) | 0.7 | $2.0M | 300k | 6.80 | |
Nmi Hldgs Inc cl a (NMIH) | 0.7 | $2.0M | 265k | 7.65 | |
Regal Entertainment | 0.7 | $2.0M | 93k | 21.75 | |
Usa Compression Partners (USAC) | 0.7 | $2.0M | 109k | 18.64 | |
OSI Systems (OSIS) | 0.6 | $2.0M | 29k | 67.66 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.6 | $2.0M | 62k | 31.62 | |
Abbvie (ABBV) | 0.6 | $1.9M | 31k | 63.07 | |
Calavo Growers (CVGW) | 0.6 | $1.8M | 30k | 61.54 | |
Merit Medical Systems (MMSI) | 0.6 | $1.9M | 88k | 21.05 | |
Amazon (AMZN) | 0.6 | $1.8M | 2.2k | 837.53 | |
Boingo Wireless | 0.6 | $1.8M | 192k | 9.58 | |
E TRADE Financial Corporation | 0.6 | $1.8M | 63k | 28.10 | |
Goldman Sachs Mlp Energy Ren | 0.6 | $1.8M | 243k | 7.26 | |
Regal-beloit Corporation (RRX) | 0.5 | $1.7M | 29k | 57.40 | |
Harmonic (HLIT) | 0.5 | $1.7M | 334k | 5.00 | |
Lithia Motors (LAD) | 0.5 | $1.7M | 20k | 85.03 | |
Primo Water Corporation | 0.5 | $1.6M | 126k | 13.05 | |
Ferroglobe (GSM) | 0.5 | $1.6M | 180k | 9.04 | |
Legg Mason | 0.5 | $1.6M | 48k | 33.49 | |
Caterpillar (CAT) | 0.5 | $1.6M | 18k | 88.77 | |
Abbott Laboratories (ABT) | 0.5 | $1.6M | 38k | 42.28 | |
Vulcan Materials Company (VMC) | 0.5 | $1.6M | 14k | 113.75 | |
Control4 | 0.5 | $1.6M | 143k | 11.33 | |
Charles Schwab Corporation (SCHW) | 0.5 | $1.6M | 50k | 31.65 | |
Newfield Exploration | 0.5 | $1.6M | 39k | 40.49 | |
McKesson Corporation (MCK) | 0.5 | $1.6M | 9.4k | 166.74 | |
D Archer-daniels Midla Nd Co Com Common Stock 0 | 0.5 | $1.6M | 38k | 42.18 | |
Brightcove (BCOV) | 0.5 | $1.6M | 144k | 10.95 | |
Allergan | 0.5 | $1.6M | 6.8k | 230.31 | |
Solar Senior Capital | 0.5 | $1.5M | 98k | 15.69 | |
Waste Connections (WCN) | 0.5 | $1.5M | 21k | 74.70 | |
Hasbro (HAS) | 0.5 | $1.5M | 19k | 79.34 | |
Pioneer Natural Resources | 0.5 | $1.5M | 8.1k | 185.64 | |
Party City Hold | 0.5 | $1.5M | 96k | 15.80 | |
Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.5M | 39k | 37.62 | |
Newtek Business Svcs (NEWT) | 0.5 | $1.5M | 97k | 14.93 | |
American Eagle Outfitters (AEO) | 0.5 | $1.4M | 83k | 17.29 | |
inContact, Inc . | 0.5 | $1.4M | 102k | 13.91 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $1.4M | 13k | 111.33 | |
Fastenal Company (FAST) | 0.5 | $1.4M | 33k | 41.78 | |
Fortress Investment | 0.5 | $1.4M | 277k | 4.97 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $1.4M | 13k | 105.74 | |
Blackstone | 0.4 | $1.4M | 54k | 25.07 | |
Drew Industries | 0.4 | $1.4M | 15k | 91.42 | |
Kronos Worldwide (KRO) | 0.4 | $1.4M | 181k | 7.55 | |
United States Steel Corporation (X) | 0.4 | $1.4M | 73k | 18.71 | |
EXACT Sciences Corporation (EXAS) | 0.4 | $1.4M | 87k | 15.81 | |
Orion Marine (ORN) | 0.4 | $1.3M | 170k | 7.82 | |
Citi Trends (CTRN) | 0.4 | $1.3M | 70k | 19.13 | |
Lionbridge Technologies | 0.4 | $1.3M | 273k | 4.84 | |
Herman Miller (MLKN) | 0.4 | $1.3M | 46k | 28.61 | |
Jones Lang LaSalle Incorporated (JLL) | 0.4 | $1.3M | 11k | 113.78 | |
Vail Resorts (MTN) | 0.4 | $1.3M | 8.0k | 157.62 | |
Northstar Realty Finance | 0.4 | $1.3M | 89k | 14.17 | |
Vanguard Total Bond Market ETF (BND) | 0.4 | $1.2M | 15k | 84.15 | |
Opko Health (OPK) | 0.4 | $1.2M | 130k | 9.56 | |
Eldorado Resorts | 0.4 | $1.2M | 105k | 11.80 | |
Forward Air Corporation (FWRD) | 0.4 | $1.2M | 29k | 41.97 | |
Stage Stores | 0.4 | $1.2M | 242k | 5.03 | |
Abaxis Inc Com Stk | 0.4 | $1.2M | 26k | 46.40 | |
Amber Road | 0.4 | $1.2M | 127k | 9.44 | |
Spartan Motors | 0.4 | $1.2M | 145k | 8.15 | |
Cme (CME) | 0.4 | $1.2M | 11k | 104.55 | |
Entercom Communications | 0.4 | $1.1M | 90k | 12.75 | |
Cross Country Healthcare (CCRN) | 0.4 | $1.1M | 103k | 11.04 | |
Carbonite | 0.4 | $1.1M | 69k | 16.45 | |
Del Friscos Restaurant | 0.4 | $1.1M | 81k | 14.15 | |
Axcelis Technologies | 0.4 | $1.1M | 78k | 14.20 | |
STAAR Surgical Company (STAA) | 0.3 | $1.1M | 130k | 8.40 | |
Callidus Software | 0.3 | $1.1M | 59k | 18.22 | |
Axt (AXTI) | 0.3 | $1.1M | 218k | 5.00 | |
Lumentum Hldgs (LITE) | 0.3 | $1.1M | 30k | 35.80 | |
Invuity | 0.3 | $1.0M | 102k | 10.15 | |
Martin Marietta Materials (MLM) | 0.3 | $1.0M | 5.2k | 192.88 | |
iShares S&P 500 Index (IVV) | 0.3 | $1.0M | 4.6k | 217.58 | |
Meta Financial (CASH) | 0.3 | $1.0M | 14k | 71.80 | |
AIR METHODS CORP COM Stk | 0.3 | $996k | 35k | 28.24 | |
Ellie Mae | 0.3 | $1.0M | 9.6k | 104.63 | |
Briggs & Stratton Corporation | 0.3 | $932k | 51k | 18.31 | |
CONSOL Energy | 0.3 | $922k | 50k | 18.43 | |
Nu Skin Enterprises (NUS) | 0.3 | $882k | 15k | 59.98 | |
Hewlett Packard Enterprise (HPE) | 0.3 | $883k | 40k | 22.08 | |
SPDR KBW Regional Banking (KRE) | 0.3 | $874k | 20k | 43.69 | |
Kforce (KFRC) | 0.3 | $847k | 49k | 17.30 | |
Xactly | 0.3 | $826k | 65k | 12.70 | |
Stoneridge (SRI) | 0.3 | $806k | 55k | 14.57 | |
Ultra Clean Holdings (UCTT) | 0.3 | $798k | 93k | 8.60 | |
Kayne Anderson MLP Investment (KYN) | 0.3 | $814k | 41k | 19.71 | |
Northstar Asset Management C | 0.3 | $817k | 60k | 13.61 | |
Shopify Inc cl a (SHOP) | 0.3 | $816k | 20k | 40.78 | |
Sandstorm Gold (SAND) | 0.2 | $763k | 153k | 4.99 | |
New York & Company | 0.2 | $746k | 347k | 2.15 | |
iShares MSCI Brazil Index (EWZ) | 0.2 | $729k | 20k | 36.47 | |
APOLLO SR Floating fund 0 | 0.2 | $750k | 45k | 16.67 | |
Accelr8 Technology | 0.2 | $757k | 37k | 20.40 | |
Cubic Corporation | 0.2 | $716k | 17k | 42.35 | |
Blackrock Res & Commodities Strategy Tr (BCX) | 0.2 | $716k | 90k | 7.96 | |
Nuance Communications | 0.2 | $694k | 50k | 13.88 | |
Euronet Worldwide (EEFT) | 0.2 | $691k | 8.7k | 79.11 | |
B. Riley Financial (RILY) | 0.2 | $689k | 54k | 12.75 | |
Ply Gem Holdings | 0.2 | $639k | 48k | 13.36 | |
CACI International (CACI) | 0.2 | $631k | 6.3k | 100.96 | |
Integrated Device Technology | 0.2 | $619k | 27k | 23.12 | |
Enterprise Products Partners (EPD) | 0.2 | $620k | 25k | 24.78 | |
Tortoise Energy Infrastructure | 0.2 | $625k | 20k | 30.74 | |
iShares Russell 2000 Index (IWM) | 0.2 | $590k | 4.7k | 124.29 | |
Roadrunner Transportation Services Hold. | 0.2 | $589k | 78k | 7.52 | |
Manitex International (MNTX) | 0.2 | $579k | 107k | 5.39 | |
Vanguard Growth ETF (VUG) | 0.2 | $589k | 5.2k | 112.30 | |
Western Asset Emerging Mrkts Dbt Fnd (EMD) | 0.2 | $594k | 39k | 15.34 | |
Diversified Real Asset Inc F | 0.2 | $557k | 35k | 16.16 | |
Del Taco Restaurants | 0.2 | $561k | 43k | 13.11 | |
Cohen & Steers Clsd-End Optuny Fnd (FOF) | 0.2 | $537k | 46k | 11.64 | |
Castle Brands | 0.2 | $513k | 684k | 0.75 | |
Duff & Phelps Global (DPG) | 0.2 | $541k | 35k | 15.45 | |
Oaktree Cap | 0.2 | $508k | 12k | 42.39 | |
Tronox | 0.2 | $500k | 62k | 8.03 | |
Lendingclub | 0.2 | $486k | 100k | 4.86 | |
Callon Pete Co Del Com Stk | 0.1 | $463k | 35k | 13.22 | |
Ipg Photonics Corp. cmn | 0.1 | $459k | 300.00 | 1530.00 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $458k | 5.6k | 81.36 | |
Newlink Genetics Corporation | 0.1 | $472k | 40k | 11.79 | |
U.S. Auto Parts Network | 0.1 | $441k | 144k | 3.06 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $435k | 3.9k | 112.40 | |
Cnh Industrial (CNH) | 0.1 | $444k | 60k | 7.40 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $406k | 3.3k | 122.11 | |
Cohen & Steers infrastucture Fund (UTF) | 0.1 | $410k | 20k | 20.49 | |
Cbre Group Inc Cl A (CBRE) | 0.1 | $401k | 14k | 27.99 | |
Cohen & Steers Mlp Fund | 0.1 | $407k | 41k | 9.92 | |
Blackstone Mtg Tr (BXMT) | 0.1 | $398k | 14k | 29.46 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $368k | 3.7k | 99.16 | |
Vanguard Value ETF (VTV) | 0.1 | $384k | 4.4k | 87.07 | |
LMP Capital and Income Fund (SCD) | 0.1 | $378k | 30k | 12.59 | |
Tortoise MLP Fund | 0.1 | $376k | 20k | 18.81 | |
Salient Midstream & M | 0.1 | $365k | 30k | 12.16 | |
U.S. Physical Therapy (USPH) | 0.1 | $331k | 5.9k | 56.15 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $353k | 2.8k | 124.30 | |
Golub Capital BDC (GBDC) | 0.1 | $333k | 18k | 18.57 | |
MFS Charter Income Trust (MCR) | 0.1 | $336k | 40k | 8.41 | |
Beacon Roof Suppl | 0.1 | $351k | 8.5k | 41.41 | |
Ophthotech | 0.1 | $352k | 10k | 35.18 | |
New Relic | 0.1 | $354k | 10k | 35.40 | |
Amplify Snack Brands | 0.1 | $355k | 25k | 14.18 | |
Amgen (AMGN) | 0.1 | $318k | 1.9k | 166.93 | |
Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.1 | $305k | 36k | 8.47 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $322k | 3.8k | 83.85 | |
Faro Technologies Inc Cmn Stock cmn | 0.1 | $315k | 1.0k | 315.00 | |
Gamco Global Gold Natural Reso (GGN) | 0.1 | $308k | 50k | 6.16 | |
Doubleline Income Solutions (DSL) | 0.1 | $314k | 16k | 19.17 | |
Oha Investment | 0.1 | $321k | 114k | 2.82 | |
NutriSystem | 0.1 | $278k | 8.8k | 31.70 | |
Red Lion Hotels Corporation | 0.1 | $279k | 34k | 8.30 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.1 | $266k | 16k | 16.41 | |
U S Concrete Inc call | 0.1 | $280k | 500.00 | 560.00 | |
iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.1 | $239k | 2.0k | 120.71 | |
Ellsworth Fund (ECF) | 0.1 | $262k | 33k | 8.02 | |
Essent (ESNT) | 0.1 | $260k | 10k | 26.00 | |
EOG Resources (EOG) | 0.1 | $206k | 2.1k | 96.94 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $222k | 1.7k | 131.75 | |
Macquarie Global Infr Total Rtrn Fnd | 0.1 | $212k | 10k | 20.34 | |
PowerShares Insured Cali Muni Bond | 0.1 | $207k | 7.8k | 26.54 | |
Builders FirstSource (BLDR) | 0.1 | $194k | 20k | 9.71 | |
Ladenburg Thalmann Financial Services | 0.1 | $192k | 83k | 2.31 | |
Alpine Global Premier Properties Fund | 0.1 | $194k | 37k | 5.22 | |
Intrawest Resorts Holdings | 0.1 | $175k | 11k | 16.14 | |
Two Harbors Investment | 0.1 | $142k | 17k | 8.55 | |
Fiduciary/Claymore MLP Opportunity Fund | 0.1 | $153k | 10k | 15.30 | |
Eaton Vance Floating-Rate Income Trust (EFT) | 0.1 | $144k | 10k | 14.40 | |
Nuveen Energy Mlp Total Return etf | 0.0 | $127k | 10k | 12.72 | |
Cbre Clarion Global Real Estat re (IGR) | 0.0 | $115k | 15k | 7.65 |