CrestPoint Capital Management as of March 31, 2015
Portfolio Holdings for CrestPoint Capital Management
CrestPoint Capital Management holds 219 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 3.2 | $6.2M | 73k | 85.01 | |
| Apple (AAPL) | 2.1 | $4.1M | 33k | 124.42 | |
| Wells Fargo & Company (WFC) | 1.9 | $3.7M | 67k | 54.41 | |
| Johnson & Johnson (JNJ) | 1.8 | $3.5M | 35k | 100.60 | |
| Microsoft Corporation (MSFT) | 1.7 | $3.3M | 81k | 40.65 | |
| Verizon Communications (VZ) | 1.6 | $3.2M | 65k | 48.63 | |
| Amgen (AMGN) | 1.4 | $2.7M | 17k | 159.83 | |
| Biogen Idec (BIIB) | 1.4 | $2.7M | 6.5k | 422.31 | |
| Cisco Systems (CSCO) | 1.2 | $2.3M | 84k | 27.52 | |
| Wal-Mart Stores (WMT) | 1.2 | $2.3M | 28k | 82.25 | |
| Microchip Technology (MCHP) | 1.2 | $2.3M | 46k | 48.90 | |
| ConocoPhillips (COP) | 1.2 | $2.3M | 36k | 62.25 | |
| Monster Beverage | 1.1 | $2.2M | 16k | 138.38 | |
| Continental Resources | 1.1 | $2.2M | 50k | 43.67 | |
| Vanguard Total Stock Market ETF (VTI) | 1.1 | $2.2M | 20k | 107.25 | |
| Cross Timbers Royalty Trust (CRT) | 1.1 | $2.1M | 110k | 19.17 | |
| Comcast Corporation (CMCSA) | 1.1 | $2.1M | 37k | 56.48 | |
| Amphenol Corporation (APH) | 1.0 | $2.0M | 34k | 58.94 | |
| Affiliated Managers (AMG) | 1.0 | $1.9M | 8.8k | 214.77 | |
| Time Warner | 0.9 | $1.8M | 22k | 84.44 | |
| Snap-on Incorporated (SNA) | 0.9 | $1.8M | 12k | 147.10 | |
| American Express Company (AXP) | 0.9 | $1.7M | 22k | 78.12 | |
| United Technologies Corporation | 0.9 | $1.7M | 14k | 117.22 | |
| HSN | 0.9 | $1.7M | 24k | 68.24 | |
| PPG Industries (PPG) | 0.9 | $1.7M | 7.4k | 225.54 | |
| Home Depot (HD) | 0.8 | $1.6M | 14k | 113.64 | |
| 3M Company (MMM) | 0.8 | $1.6M | 9.7k | 164.95 | |
| SL Green Realty | 0.8 | $1.6M | 13k | 128.40 | |
| Euronet Worldwide (EEFT) | 0.8 | $1.6M | 27k | 58.75 | |
| Weyerhaeuser Company (WY) | 0.8 | $1.5M | 47k | 33.15 | |
| Anthem (ELV) | 0.8 | $1.5M | 9.9k | 154.44 | |
| Nike (NKE) | 0.8 | $1.5M | 15k | 100.34 | |
| Progressive Corporation (PGR) | 0.8 | $1.5M | 54k | 27.20 | |
| Cintas Corporation (CTAS) | 0.8 | $1.5M | 18k | 81.61 | |
| Coca-Cola Company (KO) | 0.8 | $1.4M | 36k | 40.56 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $1.4M | 13k | 107.12 | |
| Harley-Davidson (HOG) | 0.7 | $1.4M | 24k | 60.72 | |
| Mohawk Industries (MHK) | 0.7 | $1.4M | 7.6k | 185.79 | |
| Cardinal Health (CAH) | 0.7 | $1.4M | 15k | 90.26 | |
| Chevron Corporation (CVX) | 0.7 | $1.4M | 13k | 104.96 | |
| Sherwin-Williams Company (SHW) | 0.7 | $1.3M | 4.7k | 284.47 | |
| Gap (GAP) | 0.7 | $1.3M | 30k | 43.32 | |
| Abbott Laboratories (ABT) | 0.7 | $1.3M | 27k | 46.32 | |
| Dow Chemical Company | 0.6 | $1.2M | 26k | 47.97 | |
| HSBC Holdings (HSBC) | 0.6 | $1.2M | 29k | 42.59 | |
| MetLife (MET) | 0.6 | $1.2M | 24k | 50.54 | |
| PG&E Corporation (PCG) | 0.6 | $1.2M | 22k | 53.06 | |
| Open Text Corp (OTEX) | 0.6 | $1.2M | 22k | 52.91 | |
| Corporate Executive Board Company | 0.6 | $1.2M | 15k | 79.86 | |
| Generac Holdings (GNRC) | 0.6 | $1.2M | 24k | 48.70 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.1M | 18k | 64.51 | |
| McKesson Corporation (MCK) | 0.6 | $1.1M | 5.0k | 226.20 | |
| Edison International (EIX) | 0.6 | $1.1M | 18k | 62.49 | |
| Tyson Foods (TSN) | 0.6 | $1.1M | 29k | 38.32 | |
| Omnicare | 0.6 | $1.1M | 14k | 77.08 | |
| Maximus (MMS) | 0.6 | $1.1M | 16k | 66.75 | |
| Cadence Design Systems (CDNS) | 0.6 | $1.1M | 58k | 18.43 | |
| 0.6 | $1.1M | 1.9k | 554.74 | ||
| Targa Res Corp (TRGP) | 0.6 | $1.1M | 11k | 95.82 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $1.0M | 7.0k | 144.29 | |
| Pinnacle West Capital Corporation (PNW) | 0.5 | $1.0M | 16k | 63.77 | |
| U.S. Bancorp (USB) | 0.5 | $1.0M | 23k | 43.65 | |
| Royal Dutch Shell | 0.5 | $996k | 17k | 59.64 | |
| Advance Auto Parts (AAP) | 0.5 | $1.0M | 6.7k | 149.63 | |
| Hanover Insurance (THG) | 0.5 | $994k | 14k | 72.55 | |
| Visa (V) | 0.5 | $968k | 15k | 65.41 | |
| Duke Energy (DUK) | 0.5 | $967k | 13k | 76.75 | |
| Kroger (KR) | 0.5 | $935k | 12k | 76.64 | |
| Boeing Company (BA) | 0.5 | $915k | 6.1k | 150.00 | |
| United Natural Foods (UNFI) | 0.5 | $932k | 12k | 77.02 | |
| Joy Global | 0.5 | $897k | 23k | 39.17 | |
| AutoNation (AN) | 0.5 | $913k | 14k | 64.30 | |
| CSX Corporation (CSX) | 0.5 | $898k | 27k | 33.14 | |
| Merck & Co (MRK) | 0.5 | $908k | 16k | 57.47 | |
| IDEX Corporation (IEX) | 0.5 | $895k | 12k | 75.85 | |
| Penske Automotive (PAG) | 0.5 | $896k | 17k | 51.49 | |
| Extra Space Storage (EXR) | 0.5 | $912k | 14k | 67.56 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $878k | 15k | 60.55 | |
| Pfizer (PFE) | 0.5 | $880k | 25k | 34.78 | |
| Bemis Company | 0.5 | $894k | 19k | 46.32 | |
| Bank of America Corporation (BAC) | 0.5 | $871k | 57k | 15.39 | |
| BlackRock | 0.4 | $841k | 2.3k | 365.65 | |
| Total System Services | 0.4 | $839k | 22k | 38.14 | |
| RPC (RES) | 0.4 | $845k | 66k | 12.80 | |
| Vectren Corporation | 0.4 | $856k | 19k | 44.12 | |
| Compass Minerals International (CMP) | 0.4 | $830k | 8.9k | 93.26 | |
| Hartford Financial Services (HIG) | 0.4 | $807k | 19k | 41.81 | |
| Paychex (PAYX) | 0.4 | $784k | 16k | 49.62 | |
| Accenture (ACN) | 0.4 | $787k | 8.4k | 93.69 | |
| Equity One | 0.4 | $774k | 29k | 26.69 | |
| Whirlpool Corporation (WHR) | 0.4 | $748k | 3.7k | 202.16 | |
| Yum! Brands (YUM) | 0.4 | $748k | 9.5k | 78.74 | |
| Pvh Corporation (PVH) | 0.4 | $757k | 7.1k | 106.62 | |
| Applied Materials (AMAT) | 0.4 | $738k | 33k | 22.57 | |
| Walt Disney Company (DIS) | 0.4 | $703k | 6.7k | 104.93 | |
| Nordstrom | 0.4 | $707k | 8.8k | 80.34 | |
| Archer Daniels Midland Company (ADM) | 0.4 | $702k | 15k | 47.43 | |
| Norfolk Southern (NSC) | 0.4 | $690k | 6.7k | 102.99 | |
| National-Oilwell Var | 0.4 | $700k | 14k | 50.00 | |
| Baker Hughes Incorporated | 0.4 | $699k | 11k | 63.55 | |
| Fastenal Company (FAST) | 0.4 | $700k | 17k | 41.42 | |
| priceline.com Incorporated | 0.4 | $698k | 600.00 | 1163.33 | |
| SanDisk Corporation | 0.4 | $700k | 11k | 63.64 | |
| Owens Corning (OC) | 0.3 | $668k | 15k | 43.38 | |
| Signature Bank (SBNY) | 0.3 | $674k | 5.2k | 129.62 | |
| Electronic Arts (EA) | 0.3 | $676k | 12k | 58.78 | |
| International Business Machines (IBM) | 0.3 | $674k | 4.2k | 160.48 | |
| First American Financial (FAF) | 0.3 | $667k | 19k | 35.67 | |
| Intel Corporation (INTC) | 0.3 | $629k | 20k | 31.29 | |
| Delta Air Lines (DAL) | 0.3 | $643k | 14k | 44.97 | |
| Ingram Micro | 0.3 | $641k | 26k | 25.14 | |
| Mylan Nv | 0.3 | $635k | 11k | 59.35 | |
| Symantec Corporation | 0.3 | $610k | 26k | 23.37 | |
| HCC Insurance Holdings | 0.3 | $612k | 11k | 56.67 | |
| Esterline Technologies Corporation | 0.3 | $606k | 5.3k | 114.34 | |
| Goldman Sachs (GS) | 0.3 | $602k | 3.2k | 188.12 | |
| Becton, Dickinson and (BDX) | 0.3 | $603k | 4.2k | 143.57 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $600k | 11k | 57.14 | |
| Ca | 0.3 | $603k | 19k | 32.59 | |
| C.H. Robinson Worldwide (CHRW) | 0.3 | $600k | 8.2k | 73.17 | |
| Macerich Company (MAC) | 0.3 | $599k | 7.1k | 84.37 | |
| Google Inc Class C | 0.3 | $603k | 1.1k | 548.18 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $573k | 3.8k | 150.79 | |
| FLIR Systems | 0.3 | $560k | 18k | 31.28 | |
| Broadcom Corporation | 0.3 | $567k | 13k | 43.28 | |
| Simon Property (SPG) | 0.3 | $567k | 2.9k | 195.52 | |
| Walgreen Boots Alliance | 0.3 | $559k | 6.6k | 84.70 | |
| RPM International (RPM) | 0.3 | $537k | 11k | 47.95 | |
| Deluxe Corporation (DLX) | 0.3 | $533k | 7.7k | 69.22 | |
| MeadWestva | 0.3 | $514k | 10k | 49.90 | |
| International Paper Company (IP) | 0.3 | $511k | 9.2k | 55.54 | |
| Hormel Foods Corporation (HRL) | 0.3 | $523k | 9.2k | 56.85 | |
| McCormick & Company, Incorporated (MKC) | 0.3 | $524k | 6.8k | 77.06 | |
| FirstEnergy (FE) | 0.3 | $494k | 14k | 35.04 | |
| Laboratory Corp. of America Holdings | 0.3 | $505k | 4.0k | 126.03 | |
| Masco Corporation (MAS) | 0.3 | $491k | 18k | 26.68 | |
| American Financial (AFG) | 0.3 | $500k | 7.8k | 64.10 | |
| TJX Companies (TJX) | 0.3 | $497k | 7.1k | 70.00 | |
| Dunkin' Brands Group | 0.3 | $509k | 11k | 47.57 | |
| Middleby Corporation (MIDD) | 0.2 | $482k | 4.7k | 102.55 | |
| SCANA Corporation | 0.2 | $478k | 8.7k | 54.94 | |
| Huntington Ingalls Inds (HII) | 0.2 | $477k | 3.4k | 140.29 | |
| General Electric Company | 0.2 | $457k | 18k | 24.84 | |
| V.F. Corporation (VFC) | 0.2 | $459k | 6.1k | 75.25 | |
| Aetna | 0.2 | $458k | 4.3k | 106.51 | |
| Schlumberger (SLB) | 0.2 | $467k | 5.6k | 83.39 | |
| Oracle Corporation (ORCL) | 0.2 | $453k | 11k | 43.14 | |
| Oneok (OKE) | 0.2 | $468k | 9.7k | 48.25 | |
| Sonoco Products Company (SON) | 0.2 | $441k | 9.7k | 45.46 | |
| Murphy Oil Corporation (MUR) | 0.2 | $447k | 9.6k | 46.56 | |
| Ihs | 0.2 | $444k | 3.9k | 113.85 | |
| CBS Corporation | 0.2 | $418k | 6.9k | 60.58 | |
| Union Pacific Corporation (UNP) | 0.2 | $422k | 3.9k | 108.21 | |
| L-3 Communications Holdings | 0.2 | $415k | 3.3k | 125.76 | |
| Ubiquiti Networks | 0.2 | $417k | 14k | 29.57 | |
| At&t (T) | 0.2 | $405k | 12k | 32.66 | |
| Avery Dennison Corporation (AVY) | 0.2 | $413k | 7.8k | 52.95 | |
| Kellogg Company (K) | 0.2 | $402k | 6.1k | 65.90 | |
| Toro Company (TTC) | 0.2 | $400k | 5.7k | 70.18 | |
| Fnf (FNF) | 0.2 | $401k | 11k | 36.79 | |
| Principal Financial (PFG) | 0.2 | $380k | 7.4k | 51.35 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $378k | 13k | 29.53 | |
| IAC/InterActive | 0.2 | $385k | 5.7k | 67.54 | |
| Vanguard Natural Resources | 0.2 | $375k | 27k | 13.97 | |
| Ameriprise Financial (AMP) | 0.2 | $366k | 2.8k | 130.71 | |
| Nabors Industries | 0.2 | $367k | 27k | 13.64 | |
| MasterCard Incorporated (MA) | 0.2 | $354k | 4.1k | 86.34 | |
| Baxter International (BAX) | 0.2 | $349k | 5.1k | 68.43 | |
| Oshkosh Corporation (OSK) | 0.2 | $351k | 7.2k | 48.75 | |
| Alliant Energy Corporation (LNT) | 0.2 | $353k | 5.6k | 63.04 | |
| Regency Centers Corporation (REG) | 0.2 | $354k | 5.2k | 68.08 | |
| Ryder System (R) | 0.2 | $323k | 3.4k | 95.00 | |
| Harris Corporation | 0.2 | $331k | 4.2k | 78.81 | |
| Campbell Soup Company (CPB) | 0.2 | $321k | 6.9k | 46.52 | |
| Procter & Gamble Company (PG) | 0.2 | $328k | 4.0k | 82.00 | |
| AvalonBay Communities (AVB) | 0.2 | $331k | 1.9k | 174.21 | |
| Healthsouth | 0.2 | $333k | 7.5k | 44.40 | |
| Lear Corporation (LEA) | 0.2 | $310k | 2.8k | 110.71 | |
| Dick's Sporting Goods (DKS) | 0.2 | $313k | 5.5k | 56.91 | |
| Morgan Stanley (MS) | 0.2 | $303k | 8.5k | 35.65 | |
| AmerisourceBergen (COR) | 0.2 | $307k | 2.7k | 113.70 | |
| Pepsi (PEP) | 0.2 | $306k | 3.2k | 95.62 | |
| Hershey Company (HSY) | 0.2 | $303k | 3.0k | 101.00 | |
| Starwood Hotels & Resorts Worldwide | 0.2 | $301k | 3.6k | 83.61 | |
| American Tower Reit (AMT) | 0.2 | $301k | 3.2k | 94.06 | |
| State Street Corporation (STT) | 0.1 | $287k | 3.9k | 73.59 | |
| Genuine Parts Company (GPC) | 0.1 | $298k | 3.2k | 93.12 | |
| Automatic Data Processing (ADP) | 0.1 | $291k | 3.4k | 85.59 | |
| Macy's (M) | 0.1 | $292k | 4.5k | 64.89 | |
| WESCO International (WCC) | 0.1 | $294k | 4.2k | 70.00 | |
| Kinder Morgan (KMI) | 0.1 | $288k | 6.8k | 42.11 | |
| Aon | 0.1 | $279k | 2.9k | 96.21 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $274k | 1.7k | 161.18 | |
| Stanley Black & Decker (SWK) | 0.1 | $267k | 2.8k | 95.36 | |
| E.I. du Pont de Nemours & Company | 0.1 | $272k | 3.8k | 71.58 | |
| Patterson Companies (PDCO) | 0.1 | $268k | 5.5k | 48.73 | |
| Adt | 0.1 | $266k | 6.4k | 41.56 | |
| CMS Energy Corporation (CMS) | 0.1 | $258k | 7.4k | 34.86 | |
| Comerica Incorporated (CMA) | 0.1 | $248k | 5.5k | 45.09 | |
| Darden Restaurants (DRI) | 0.1 | $257k | 3.7k | 69.46 | |
| NCR Corporation (VYX) | 0.1 | $248k | 8.4k | 29.52 | |
| UnitedHealth (UNH) | 0.1 | $248k | 2.1k | 118.10 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $246k | 3.2k | 76.88 | |
| Plains All American Pipeline (PAA) | 0.1 | $244k | 5.0k | 48.80 | |
| Celgene Corporation | 0.1 | $254k | 2.2k | 115.45 | |
| Eaton (ETN) | 0.1 | $251k | 3.7k | 67.84 | |
| East West Ban (EWBC) | 0.1 | $227k | 5.6k | 40.54 | |
| Atmos Energy Corporation (ATO) | 0.1 | $227k | 4.1k | 55.37 | |
| Kimco Realty Corporation (KIM) | 0.1 | $226k | 8.4k | 26.90 | |
| Itt | 0.1 | $223k | 5.6k | 39.82 | |
| Medtronic (MDT) | 0.1 | $226k | 2.9k | 77.93 | |
| Portland General Electric Company (POR) | 0.1 | $204k | 5.5k | 37.09 | |
| Eli Lilly & Co. (LLY) | 0.1 | $209k | 2.9k | 72.57 | |
| John Wiley & Sons (WLY) | 0.1 | $214k | 3.5k | 61.14 | |
| Federal Realty Inv. Trust | 0.1 | $206k | 1.4k | 147.14 | |
| Team Health Holdings | 0.1 | $216k | 3.7k | 58.38 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $205k | 2.0k | 102.50 | |
| Mondelez Int (MDLZ) | 0.1 | $206k | 5.7k | 36.14 | |
| Gentex Corporation (GNTX) | 0.1 | $187k | 10k | 18.33 |