CrestPoint Capital Management as of June 30, 2014
Portfolio Holdings for CrestPoint Capital Management
CrestPoint Capital Management holds 213 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Wells Fargo & Company (WFC) | 2.1 | $3.7M | 70k | 52.56 | |
Johnson & Johnson (JNJ) | 1.9 | $3.4M | 32k | 104.62 | |
Exxon Mobil Corporation (XOM) | 1.8 | $3.1M | 30k | 100.69 | |
Microsoft Corporation (MSFT) | 1.7 | $2.9M | 69k | 41.70 | |
Time Warner | 1.6 | $2.8M | 40k | 70.25 | |
Apple (AAPL) | 1.5 | $2.6M | 28k | 92.93 | |
McKesson Corporation (MCK) | 1.3 | $2.2M | 12k | 186.24 | |
ConocoPhillips (COP) | 1.2 | $2.2M | 25k | 85.74 | |
Royal Gold (RGLD) | 1.2 | $2.1M | 28k | 76.14 | |
American Express Company (AXP) | 1.2 | $2.1M | 22k | 94.86 | |
United Technologies Corporation | 1.2 | $2.0M | 17k | 115.46 | |
HSBC Holdings (HSBC) | 1.1 | $1.8M | 36k | 50.79 | |
At&t (T) | 1.1 | $1.8M | 51k | 35.36 | |
Open Text Corp (OTEX) | 1.1 | $1.8M | 38k | 47.95 | |
Microsemi Corporation | 1.0 | $1.8M | 66k | 26.77 | |
GlaxoSmithKline | 1.0 | $1.7M | 33k | 53.47 | |
Kimberly-Clark Corporation (KMB) | 1.0 | $1.7M | 15k | 111.24 | |
Ihs | 1.0 | $1.7M | 13k | 135.63 | |
Affiliated Managers (AMG) | 0.9 | $1.6M | 7.9k | 205.44 | |
Wal-Mart Stores (WMT) | 0.9 | $1.6M | 21k | 75.06 | |
0.9 | $1.6M | 2.7k | 584.81 | ||
Google Inc Class C | 0.9 | $1.6M | 2.7k | 575.19 | |
Cisco Systems (CSCO) | 0.9 | $1.5M | 60k | 24.84 | |
Yum! Brands (YUM) | 0.8 | $1.5M | 18k | 81.22 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 11k | 130.53 | |
Convergys Corporation | 0.8 | $1.4M | 67k | 21.45 | |
Belden (BDC) | 0.8 | $1.4M | 19k | 78.16 | |
Nabors Industries | 0.8 | $1.4M | 49k | 29.38 | |
Targa Res Corp (TRGP) | 0.8 | $1.4M | 10k | 139.55 | |
3M Company (MMM) | 0.8 | $1.4M | 9.7k | 143.20 | |
Harley-Davidson (HOG) | 0.8 | $1.4M | 20k | 69.85 | |
Mondelez Int (MDLZ) | 0.8 | $1.4M | 37k | 37.60 | |
Hershey Company (HSY) | 0.8 | $1.4M | 14k | 97.35 | |
Entergy Corporation (ETR) | 0.8 | $1.4M | 17k | 82.11 | |
Avery Dennison Corporation (AVY) | 0.8 | $1.3M | 26k | 51.26 | |
International Business Machines (IBM) | 0.8 | $1.3M | 7.4k | 181.27 | |
Progressive Corporation (PGR) | 0.8 | $1.3M | 52k | 25.35 | |
Simon Property (SPG) | 0.8 | $1.3M | 7.9k | 166.33 | |
Home Depot (HD) | 0.8 | $1.3M | 16k | 80.93 | |
Sherwin-Williams Company (SHW) | 0.8 | $1.3M | 6.3k | 206.98 | |
Coca-Cola Company (KO) | 0.8 | $1.3M | 31k | 42.35 | |
IAC/InterActive | 0.8 | $1.3M | 19k | 69.25 | |
SL Green Realty | 0.8 | $1.3M | 12k | 109.41 | |
Duke Energy (DUK) | 0.7 | $1.3M | 17k | 74.19 | |
Edison International (EIX) | 0.7 | $1.3M | 22k | 58.11 | |
Abbott Laboratories (ABT) | 0.7 | $1.2M | 30k | 40.91 | |
Norfolk Southern (NSC) | 0.7 | $1.2M | 12k | 103.03 | |
Verizon Communications (VZ) | 0.7 | $1.2M | 25k | 48.94 | |
PG&E Corporation (PCG) | 0.7 | $1.2M | 25k | 48.03 | |
Omnicare | 0.7 | $1.2M | 18k | 66.59 | |
Penske Automotive (PAG) | 0.7 | $1.2M | 24k | 49.49 | |
Flowserve Corporation (FLS) | 0.7 | $1.2M | 16k | 74.33 | |
Nike (NKE) | 0.7 | $1.1M | 15k | 77.57 | |
General Electric Company | 0.7 | $1.1M | 43k | 26.28 | |
Gap (GAP) | 0.7 | $1.1M | 27k | 41.56 | |
CSX Corporation (CSX) | 0.6 | $1.1M | 36k | 30.80 | |
Cardinal Health (CAH) | 0.6 | $1.1M | 16k | 68.54 | |
Weyerhaeuser Company (WY) | 0.6 | $1.1M | 32k | 33.09 | |
IDEX Corporation (IEX) | 0.6 | $1.1M | 13k | 80.76 | |
Boeing Company (BA) | 0.6 | $1.1M | 8.3k | 127.23 | |
Tyson Foods (TSN) | 0.6 | $1.0M | 28k | 37.55 | |
WellPoint | 0.6 | $1.0M | 9.7k | 107.63 | |
Williams Companies (WMB) | 0.6 | $1.0M | 18k | 58.21 | |
V.F. Corporation (VFC) | 0.6 | $1.0M | 16k | 62.99 | |
Biogen Idec (BIIB) | 0.6 | $1.0M | 3.2k | 315.31 | |
Kimco Realty Corporation (KIM) | 0.6 | $1.0M | 44k | 22.97 | |
U.S. Bancorp (USB) | 0.6 | $996k | 23k | 43.30 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $974k | 17k | 57.63 | |
Tiffany & Co. | 0.6 | $962k | 9.6k | 100.21 | |
Rockwood Holdings | 0.6 | $957k | 13k | 75.95 | |
Devon Energy Corporation (DVN) | 0.6 | $945k | 12k | 79.41 | |
Nordstrom (JWN) | 0.6 | $951k | 14k | 67.93 | |
Halliburton Company (HAL) | 0.6 | $944k | 13k | 70.98 | |
Dow Chemical Company | 0.5 | $921k | 18k | 51.45 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $924k | 9.0k | 102.67 | |
Pvh Corporation (PVH) | 0.5 | $928k | 8.0k | 116.58 | |
Fastenal Company (FAST) | 0.5 | $906k | 18k | 49.51 | |
Advance Auto Parts (AAP) | 0.5 | $881k | 6.5k | 134.92 | |
Cadence Design Systems (CDNS) | 0.5 | $838k | 48k | 17.49 | |
Jarden Corporation | 0.5 | $831k | 14k | 59.36 | |
Baker Hughes Incorporated | 0.5 | $812k | 11k | 74.50 | |
Hanover Insurance (THG) | 0.5 | $802k | 13k | 63.15 | |
Ingram Micro | 0.5 | $795k | 27k | 29.23 | |
Healthsouth | 0.5 | $783k | 22k | 35.87 | |
HSN | 0.5 | $774k | 13k | 59.22 | |
Synopsys (SNPS) | 0.5 | $765k | 20k | 38.83 | |
PerkinElmer (RVTY) | 0.5 | $773k | 17k | 46.85 | |
Trinity Industries (TRN) | 0.5 | $769k | 18k | 43.69 | |
Fnf (FNF) | 0.5 | $773k | 24k | 32.77 | |
AmerisourceBergen (COR) | 0.4 | $741k | 10k | 72.65 | |
American Financial (AFG) | 0.4 | $733k | 12k | 59.59 | |
Applied Materials (AMAT) | 0.4 | $744k | 33k | 22.55 | |
W.R. Grace & Co. | 0.4 | $739k | 7.8k | 94.50 | |
Lpl Financial Holdings (LPLA) | 0.4 | $741k | 15k | 49.73 | |
Corporate Executive Board Company | 0.4 | $723k | 11k | 68.21 | |
priceline.com Incorporated | 0.4 | $722k | 600.00 | 1203.33 | |
MetLife (MET) | 0.4 | $713k | 13k | 55.53 | |
Fortinet (FTNT) | 0.4 | $726k | 29k | 25.12 | |
Anadarko Petroleum Corporation | 0.4 | $712k | 6.5k | 109.54 | |
Merck & Co (MRK) | 0.4 | $696k | 12k | 57.86 | |
Accenture (ACN) | 0.4 | $687k | 8.5k | 80.82 | |
Visa (V) | 0.4 | $695k | 3.3k | 210.61 | |
Oneok (OKE) | 0.4 | $694k | 10k | 68.04 | |
Cintas Corporation (CTAS) | 0.4 | $616k | 9.7k | 63.51 | |
MasterCard Incorporated (MA) | 0.3 | $595k | 8.1k | 73.46 | |
Regal-beloit Corporation (RRX) | 0.3 | $605k | 7.7k | 78.57 | |
Pfizer (PFE) | 0.3 | $576k | 19k | 29.69 | |
Semtech Corporation (SMTC) | 0.3 | $565k | 22k | 26.16 | |
Amgen (AMGN) | 0.3 | $556k | 4.7k | 118.30 | |
L-3 Communications Holdings | 0.3 | $543k | 4.5k | 120.67 | |
Walt Disney Company (DIS) | 0.3 | $532k | 6.2k | 85.81 | |
CBS Corporation | 0.3 | $534k | 8.6k | 62.09 | |
Boston Scientific Corporation (BSX) | 0.3 | $524k | 41k | 12.78 | |
Intel Corporation (INTC) | 0.3 | $536k | 17k | 30.88 | |
Valero Energy Corporation (VLO) | 0.3 | $531k | 11k | 50.09 | |
Schlumberger (SLB) | 0.3 | $531k | 4.5k | 118.00 | |
Paychex (PAYX) | 0.3 | $507k | 12k | 41.56 | |
C.H. Robinson Worldwide (CHRW) | 0.3 | $510k | 8.0k | 63.75 | |
HCC Insurance Holdings | 0.3 | $519k | 11k | 48.96 | |
Alexion Pharmaceuticals | 0.3 | $516k | 3.3k | 156.36 | |
Eaton (ETN) | 0.3 | $513k | 6.7k | 77.14 | |
Baxter International (BAX) | 0.3 | $506k | 7.0k | 72.29 | |
FirstEnergy (FE) | 0.3 | $483k | 14k | 34.75 | |
E.I. du Pont de Nemours & Company | 0.3 | $486k | 7.4k | 65.41 | |
Whirlpool Corporation (WHR) | 0.3 | $487k | 3.5k | 139.14 | |
Procter & Gamble Company (PG) | 0.3 | $474k | 6.0k | 78.61 | |
Symantec Corporation | 0.3 | $479k | 21k | 22.92 | |
EOG Resources (EOG) | 0.3 | $479k | 4.1k | 116.83 | |
Broadcom Corporation | 0.3 | $475k | 13k | 37.11 | |
Ocwen Financial Corporation | 0.3 | $486k | 13k | 37.10 | |
Seacor Holdings | 0.3 | $469k | 5.7k | 82.28 | |
Archer Daniels Midland Company (ADM) | 0.3 | $463k | 11k | 44.10 | |
McGraw-Hill Companies | 0.3 | $470k | 5.7k | 83.04 | |
BHP Billiton (BHP) | 0.3 | $472k | 6.9k | 68.41 | |
International Paper Company (IP) | 0.3 | $439k | 8.7k | 50.46 | |
Tupperware Brands Corporation | 0.3 | $444k | 5.3k | 83.77 | |
Qualcomm (QCOM) | 0.2 | $428k | 5.4k | 79.26 | |
Hartford Financial Services (HIG) | 0.2 | $387k | 11k | 35.83 | |
AutoNation (AN) | 0.2 | $388k | 6.5k | 59.69 | |
Union Pacific Corporation (UNP) | 0.2 | $399k | 4.0k | 99.75 | |
Masco Corporation (MAS) | 0.2 | $391k | 18k | 22.22 | |
Campbell Soup Company (CPB) | 0.2 | $394k | 8.6k | 45.81 | |
NCR Corporation (VYX) | 0.2 | $388k | 11k | 35.11 | |
Kellogg Company (K) | 0.2 | $401k | 6.1k | 65.74 | |
Principal Financial (PFG) | 0.2 | $374k | 7.4k | 50.54 | |
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $382k | 11k | 34.11 | |
Federal Realty Inv. Trust | 0.2 | $377k | 3.1k | 120.83 | |
First American Financial (FAF) | 0.2 | $381k | 14k | 27.81 | |
Reinsurance Group of America (RGA) | 0.2 | $355k | 4.5k | 78.89 | |
Alliant Energy Corporation (LNT) | 0.2 | $353k | 5.8k | 60.86 | |
Marathon Petroleum Corp (MPC) | 0.2 | $359k | 4.6k | 78.04 | |
Ameriprise Financial (AMP) | 0.2 | $350k | 2.9k | 119.86 | |
BE Aerospace | 0.2 | $342k | 3.7k | 92.43 | |
Amphenol Corporation (APH) | 0.2 | $337k | 3.5k | 96.29 | |
Integrys Energy | 0.2 | $341k | 4.8k | 71.04 | |
J Global (ZD) | 0.2 | $348k | 6.9k | 50.80 | |
Snap-on Incorporated (SNA) | 0.2 | $320k | 2.7k | 118.52 | |
Comerica Incorporated (CMA) | 0.2 | $326k | 6.5k | 50.15 | |
Mohawk Industries (MHK) | 0.2 | $318k | 2.3k | 138.26 | |
Aetna | 0.2 | $332k | 4.1k | 80.98 | |
TJX Companies (TJX) | 0.2 | $330k | 6.2k | 53.23 | |
Quanta Services (PWR) | 0.2 | $332k | 9.6k | 34.58 | |
Goldman Sachs (GS) | 0.2 | $301k | 1.8k | 167.22 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $311k | 1.1k | 282.73 | |
Genuine Parts Company (GPC) | 0.2 | $307k | 3.5k | 87.71 | |
Mentor Graphics Corporation | 0.2 | $306k | 14k | 21.55 | |
Maxim Integrated Products | 0.2 | $308k | 9.1k | 33.85 | |
Walgreen Company | 0.2 | $311k | 4.2k | 74.05 | |
Eaton Vance | 0.2 | $302k | 8.0k | 37.75 | |
Black Hills Corporation (BKH) | 0.2 | $301k | 4.9k | 61.43 | |
Fortune Brands (FBIN) | 0.2 | $307k | 7.7k | 39.87 | |
American Tower Reit (AMT) | 0.2 | $315k | 3.5k | 90.00 | |
Pepsi (PEP) | 0.2 | $286k | 3.2k | 89.38 | |
Donaldson Company (DCI) | 0.2 | $284k | 6.7k | 42.39 | |
Regency Centers Corporation (REG) | 0.2 | $284k | 5.1k | 55.69 | |
Dunkin' Brands Group | 0.2 | $293k | 6.4k | 45.78 | |
Eli Lilly & Co. (LLY) | 0.2 | $279k | 4.5k | 62.28 | |
Automatic Data Processing (ADP) | 0.2 | $270k | 3.4k | 79.41 | |
Macy's (M) | 0.2 | $278k | 4.8k | 57.92 | |
American Electric Power Company (AEP) | 0.2 | $268k | 4.8k | 55.83 | |
Staples | 0.2 | $270k | 25k | 10.84 | |
Euronet Worldwide (EEFT) | 0.2 | $270k | 5.6k | 48.21 | |
Lear Corporation (LEA) | 0.1 | $250k | 2.8k | 89.29 | |
Aon | 0.1 | $261k | 2.9k | 90.00 | |
State Street Corporation (STT) | 0.1 | $249k | 3.7k | 67.30 | |
Bristol Myers Squibb (BMY) | 0.1 | $233k | 4.8k | 48.54 | |
Mattel (MAT) | 0.1 | $249k | 6.4k | 38.91 | |
RPM International (RPM) | 0.1 | $238k | 5.2k | 46.12 | |
Morgan Stanley (MS) | 0.1 | $242k | 7.5k | 32.27 | |
Liberty Media | 0.1 | $238k | 8.1k | 29.38 | |
Toro Company (TTC) | 0.1 | $235k | 3.7k | 63.51 | |
Motorola Solutions (MSI) | 0.1 | $233k | 3.5k | 66.57 | |
Ralph Lauren Corp (RL) | 0.1 | $241k | 1.5k | 160.67 | |
Phillips 66 (PSX) | 0.1 | $241k | 3.0k | 80.33 | |
Ingredion Incorporated (INGR) | 0.1 | $233k | 3.1k | 75.16 | |
Loews Corporation (L) | 0.1 | $220k | 5.0k | 44.00 | |
Comcast Corporation (CMCSA) | 0.1 | $231k | 4.3k | 53.72 | |
BlackRock (BLK) | 0.1 | $224k | 700.00 | 320.00 | |
Berkshire Hathaway (BRK.B) | 0.1 | $228k | 1.8k | 126.67 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $216k | 1.1k | 195.65 | |
IDEXX Laboratories (IDXX) | 0.1 | $227k | 1.7k | 133.53 | |
Trimble Navigation (TRMB) | 0.1 | $218k | 5.9k | 36.95 | |
Medtronic | 0.1 | $217k | 3.4k | 63.82 | |
Kroger (KR) | 0.1 | $227k | 4.6k | 49.35 | |
ProAssurance Corporation (PRA) | 0.1 | $222k | 5.0k | 44.40 | |
WABCO Holdings | 0.1 | $224k | 2.1k | 106.67 | |
Oracle Corporation (ORCL) | 0.1 | $225k | 5.5k | 40.61 | |
Rydex S&P Equal Weight ETF | 0.1 | $218k | 2.8k | 76.73 | |
Itt | 0.1 | $226k | 4.7k | 48.09 | |
Xylem (XYL) | 0.1 | $223k | 5.7k | 39.12 | |
FedEx Corporation (FDX) | 0.1 | $212k | 1.4k | 151.43 | |
Northrop Grumman Corporation (NOC) | 0.1 | $203k | 1.7k | 119.41 | |
UMB Financial Corporation (UMBF) | 0.1 | $204k | 3.2k | 63.35 |