CrestPoint Capital Management as of June 30, 2015
Portfolio Holdings for CrestPoint Capital Management
CrestPoint Capital Management holds 218 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 3.2 | $6.0M | 73k | 83.20 | |
Apple (AAPL) | 2.2 | $4.2M | 33k | 125.42 | |
Wells Fargo & Company (WFC) | 2.0 | $3.8M | 67k | 56.24 | |
Microsoft Corporation (MSFT) | 1.9 | $3.6M | 81k | 44.15 | |
Johnson & Johnson (JNJ) | 1.8 | $3.4M | 35k | 97.45 | |
Verizon Communications (VZ) | 1.6 | $3.1M | 66k | 46.61 | |
Biogen Idec (BIIB) | 1.4 | $2.6M | 6.5k | 404.00 | |
Amgen (AMGN) | 1.4 | $2.6M | 17k | 153.51 | |
Snap-on Incorporated (SNA) | 1.2 | $2.3M | 14k | 159.23 | |
Microchip Technology (MCHP) | 1.2 | $2.2M | 47k | 47.43 | |
Cisco Systems (CSCO) | 1.2 | $2.2M | 81k | 27.46 | |
Comcast Corporation (CMCSA) | 1.2 | $2.2M | 37k | 60.14 | |
Vanguard Total Stock Market ETF (VTI) | 1.2 | $2.2M | 20k | 107.01 | |
Monster Beverage Corp (MNST) | 1.1 | $2.2M | 16k | 134.01 | |
Continental Resources | 1.1 | $2.1M | 51k | 42.39 | |
ConocoPhillips (COP) | 1.1 | $2.0M | 32k | 61.42 | |
Amphenol Corporation (APH) | 1.0 | $2.0M | 34k | 57.97 | |
Affiliated Managers (AMG) | 1.0 | $1.9M | 8.9k | 218.65 | |
Time Warner | 1.0 | $1.9M | 22k | 87.41 | |
HSN | 1.0 | $1.9M | 27k | 70.19 | |
Wal-Mart Stores (WMT) | 1.0 | $1.8M | 26k | 70.93 | |
Cross Timbers Royalty Trust (CRT) | 1.0 | $1.8M | 110k | 16.50 | |
PPG Industries (PPG) | 0.9 | $1.7M | 15k | 114.73 | |
American Express Company (AXP) | 0.9 | $1.7M | 22k | 77.73 | |
Euronet Worldwide (EEFT) | 0.9 | $1.6M | 27k | 61.70 | |
Anthem (ELV) | 0.9 | $1.6M | 9.9k | 164.14 | |
Nike (NKE) | 0.9 | $1.6M | 15k | 108.00 | |
United Technologies Corporation | 0.8 | $1.6M | 14k | 110.91 | |
Coca-Cola Company (KO) | 0.8 | $1.5M | 39k | 39.23 | |
Cintas Corporation (CTAS) | 0.8 | $1.5M | 18k | 84.61 | |
Home Depot (HD) | 0.8 | $1.5M | 14k | 111.09 | |
Progressive Corporation (PGR) | 0.8 | $1.5M | 54k | 27.83 | |
3M Company (MMM) | 0.8 | $1.5M | 9.7k | 154.33 | |
Weyerhaeuser Company (WY) | 0.8 | $1.5M | 47k | 31.50 | |
Mohawk Industries (MHK) | 0.8 | $1.5M | 7.6k | 190.92 | |
HSBC Holdings (HSBC) | 0.7 | $1.4M | 31k | 44.81 | |
Chevron Corporation (CVX) | 0.7 | $1.4M | 14k | 96.50 | |
Harley-Davidson (HOG) | 0.7 | $1.3M | 24k | 56.36 | |
PG&E Corporation (PCG) | 0.7 | $1.3M | 27k | 49.09 | |
Abbott Laboratories (ABT) | 0.7 | $1.3M | 27k | 49.08 | |
MetLife (MET) | 0.7 | $1.3M | 24k | 55.99 | |
Dow Chemical Company | 0.7 | $1.3M | 26k | 51.17 | |
Sherwin-Williams Company (SHW) | 0.7 | $1.3M | 4.7k | 275.11 | |
Omnicare | 0.7 | $1.3M | 14k | 94.22 | |
Ceb | 0.7 | $1.3M | 15k | 87.03 | |
Yum! Brands (YUM) | 0.6 | $1.2M | 13k | 90.07 | |
Cardinal Health (CAH) | 0.6 | $1.2M | 14k | 83.68 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.2M | 18k | 66.54 | |
Tyson Foods (TSN) | 0.6 | $1.2M | 28k | 42.64 | |
Kimberly-Clark Corporation (KMB) | 0.6 | $1.2M | 11k | 105.96 | |
Cadence Design Systems (CDNS) | 0.6 | $1.1M | 58k | 19.65 | |
Gap (GAP) | 0.6 | $1.1M | 30k | 38.17 | |
McKesson Corporation (MCK) | 0.6 | $1.1M | 5.0k | 224.80 | |
SL Green Realty | 0.6 | $1.1M | 10k | 109.90 | |
Maximus (MMS) | 0.6 | $1.1M | 16k | 65.71 | |
Advance Auto Parts (AAP) | 0.6 | $1.1M | 6.6k | 159.24 | |
0.5 | $1.0M | 1.9k | 540.00 | ||
Hanover Insurance (THG) | 0.5 | $1.0M | 14k | 74.01 | |
Edison International (EIX) | 0.5 | $1.0M | 18k | 55.58 | |
U.S. Bancorp (USB) | 0.5 | $998k | 23k | 43.39 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $996k | 15k | 67.76 | |
Visa (V) | 0.5 | $994k | 15k | 67.16 | |
Accenture (ACN) | 0.5 | $968k | 10k | 96.80 | |
Berkshire Hathaway (BRK.B) | 0.5 | $966k | 7.1k | 136.06 | |
Royal Dutch Shell | 0.5 | $952k | 17k | 57.01 | |
Generac Holdings (GNRC) | 0.5 | $946k | 24k | 39.75 | |
Merck & Co (MRK) | 0.5 | $934k | 16k | 56.95 | |
Total System Services | 0.5 | $919k | 22k | 41.77 | |
Bemis Company | 0.5 | $918k | 20k | 45.00 | |
IDEX Corporation (IEX) | 0.5 | $912k | 12k | 78.62 | |
Penske Automotive (PAG) | 0.5 | $907k | 17k | 52.13 | |
Pinnacle West Capital Corporation (PNW) | 0.5 | $905k | 16k | 56.92 | |
AutoNation (AN) | 0.5 | $894k | 14k | 62.96 | |
Open Text Corp (OTEX) | 0.5 | $892k | 22k | 40.55 | |
Targa Res Corp (TRGP) | 0.5 | $892k | 10k | 89.20 | |
CSX Corporation (CSX) | 0.5 | $885k | 27k | 32.66 | |
Extra Space Storage (EXR) | 0.5 | $880k | 14k | 65.19 | |
Duke Energy (DUK) | 0.5 | $876k | 12k | 70.65 | |
Kroger (KR) | 0.5 | $870k | 12k | 72.50 | |
Bank of America Corporation (BAC) | 0.5 | $863k | 51k | 17.02 | |
Pfizer (PFE) | 0.4 | $848k | 25k | 33.52 | |
Electronic Arts (EA) | 0.4 | $845k | 13k | 66.54 | |
Boeing Company (BA) | 0.4 | $832k | 6.0k | 138.67 | |
HCC Insurance Holdings | 0.4 | $830k | 11k | 76.85 | |
Joy Global | 0.4 | $829k | 23k | 36.20 | |
Intel Corporation (INTC) | 0.4 | $815k | 27k | 30.41 | |
BlackRock | 0.4 | $796k | 2.3k | 346.09 | |
Pvh Corporation (PVH) | 0.4 | $783k | 6.8k | 115.15 | |
Signature Bank (SBNY) | 0.4 | $776k | 5.3k | 146.42 | |
Hartford Financial Services (HIG) | 0.4 | $773k | 19k | 41.56 | |
United Natural Foods (UNFI) | 0.4 | $771k | 12k | 63.72 | |
Walt Disney Company (DIS) | 0.4 | $765k | 6.7k | 114.18 | |
Vectren Corporation | 0.4 | $747k | 19k | 38.51 | |
Paychex (PAYX) | 0.4 | $741k | 16k | 46.90 | |
Compass Minerals International (CMP) | 0.4 | $731k | 8.9k | 82.13 | |
RPC (RES) | 0.4 | $729k | 53k | 13.83 | |
Fastenal Company (FAST) | 0.4 | $725k | 17k | 42.15 | |
First American Financial (FAF) | 0.4 | $696k | 19k | 37.22 | |
Mylan Nv | 0.4 | $692k | 10k | 67.84 | |
Archer Daniels Midland Company (ADM) | 0.4 | $690k | 14k | 48.25 | |
Equity One | 0.4 | $677k | 29k | 23.34 | |
Simon Property (SPG) | 0.4 | $675k | 3.9k | 173.08 | |
Broadcom Corporation | 0.4 | $675k | 13k | 51.53 | |
National-Oilwell Var | 0.4 | $666k | 14k | 48.26 | |
Schlumberger (SLB) | 0.4 | $664k | 7.7k | 86.23 | |
Whirlpool Corporation (WHR) | 0.3 | $658k | 3.8k | 173.16 | |
Nordstrom (JWN) | 0.3 | $656k | 8.8k | 74.55 | |
Baker Hughes Incorporated | 0.3 | $642k | 10k | 61.73 | |
Ingram Micro | 0.3 | $641k | 26k | 25.04 | |
SanDisk Corporation | 0.3 | $640k | 11k | 58.18 | |
Owens Corning (OC) | 0.3 | $635k | 15k | 41.23 | |
Goldman Sachs (GS) | 0.3 | $626k | 3.0k | 208.67 | |
Becton, Dickinson and (BDX) | 0.3 | $609k | 4.3k | 141.63 | |
Symantec Corporation | 0.3 | $598k | 26k | 23.27 | |
Delta Air Lines (DAL) | 0.3 | $587k | 14k | 41.05 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $587k | 3.8k | 154.47 | |
Norfolk Southern (NSC) | 0.3 | $585k | 6.7k | 87.31 | |
Dunkin' Brands Group | 0.3 | $583k | 11k | 55.00 | |
Google Inc Class C | 0.3 | $573k | 1.1k | 520.44 | |
Walgreen Boots Alliance (WBA) | 0.3 | $557k | 6.6k | 84.39 | |
FLIR Systems | 0.3 | $555k | 18k | 30.83 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $550k | 6.8k | 80.88 | |
Aetna | 0.3 | $548k | 4.3k | 127.44 | |
RPM International (RPM) | 0.3 | $544k | 11k | 49.01 | |
Ca | 0.3 | $542k | 19k | 29.30 | |
Texas Instruments Incorporated (TXN) | 0.3 | $541k | 11k | 51.52 | |
Macerich Company (MAC) | 0.3 | $530k | 7.1k | 74.65 | |
Hormel Foods Corporation (HRL) | 0.3 | $519k | 9.2k | 56.41 | |
Middleby Corporation (MIDD) | 0.3 | $516k | 4.6k | 112.17 | |
Masco Corporation (MAS) | 0.3 | $515k | 19k | 26.68 | |
American Financial (AFG) | 0.3 | $514k | 7.9k | 65.06 | |
C.H. Robinson Worldwide (CHRW) | 0.3 | $512k | 8.2k | 62.44 | |
Esterline Technologies Corporation | 0.3 | $505k | 5.3k | 95.28 | |
Ihs | 0.3 | $502k | 3.9k | 128.72 | |
Laboratory Corp. of America Holdings | 0.3 | $497k | 4.1k | 121.22 | |
International Business Machines (IBM) | 0.3 | $488k | 3.0k | 162.67 | |
Avery Dennison Corporation (AVY) | 0.3 | $488k | 8.0k | 61.00 | |
MeadWestva | 0.3 | $486k | 10k | 47.18 | |
Deluxe Corporation (DLX) | 0.3 | $477k | 7.7k | 61.95 | |
Principal Financial (PFG) | 0.2 | $467k | 9.1k | 51.32 | |
TJX Companies (TJX) | 0.2 | $463k | 7.0k | 66.14 | |
priceline.com Incorporated | 0.2 | $461k | 400.00 | 1152.50 | |
IAC/InterActive | 0.2 | $454k | 5.7k | 79.65 | |
General Electric Company | 0.2 | $454k | 17k | 26.55 | |
Ubiquiti Networks | 0.2 | $447k | 14k | 31.93 | |
SCANA Corporation | 0.2 | $441k | 8.7k | 50.69 | |
International Paper Company (IP) | 0.2 | $428k | 9.0k | 47.56 | |
Oracle Corporation (ORCL) | 0.2 | $423k | 11k | 40.29 | |
Toro Company (TTC) | 0.2 | $413k | 6.1k | 67.70 | |
Sonoco Products Company (SON) | 0.2 | $411k | 9.6k | 42.81 | |
Oshkosh Corporation (OSK) | 0.2 | $407k | 9.6k | 42.40 | |
At&t (T) | 0.2 | $405k | 11k | 35.53 | |
V.F. Corporation (VFC) | 0.2 | $404k | 5.8k | 69.66 | |
Applied Materials (AMAT) | 0.2 | $404k | 21k | 19.24 | |
Fnf (FNF) | 0.2 | $403k | 11k | 36.97 | |
Vanguard Natural Resources | 0.2 | $401k | 27k | 14.93 | |
Murphy Oil Corporation (MUR) | 0.2 | $399k | 9.6k | 41.56 | |
Oneok (OKE) | 0.2 | $395k | 10k | 39.50 | |
EOG Resources (EOG) | 0.2 | $394k | 4.5k | 87.56 | |
Huntington Ingalls Inds (HII) | 0.2 | $383k | 3.4k | 112.65 | |
MasterCard Incorporated (MA) | 0.2 | $383k | 4.1k | 93.41 | |
CBS Corporation | 0.2 | $383k | 6.9k | 55.51 | |
Kellogg Company (K) | 0.2 | $382k | 6.1k | 62.62 | |
L-3 Communications Holdings | 0.2 | $374k | 3.3k | 113.33 | |
Nabors Industries | 0.2 | $368k | 26k | 14.43 | |
Baxter International (BAX) | 0.2 | $364k | 5.2k | 70.00 | |
Morgan Stanley (MS) | 0.2 | $357k | 9.2k | 38.80 | |
Procter & Gamble Company (PG) | 0.2 | $352k | 4.5k | 78.22 | |
Ameriprise Financial (AMP) | 0.2 | $350k | 2.8k | 125.00 | |
Healthsouth | 0.2 | $345k | 7.5k | 46.00 | |
Stanley Black & Decker (SWK) | 0.2 | $337k | 3.2k | 105.31 | |
Union Pacific Corporation (UNP) | 0.2 | $334k | 3.5k | 95.43 | |
Harris Corporation | 0.2 | $331k | 4.3k | 76.98 | |
Alliant Energy Corporation (LNT) | 0.2 | $323k | 5.6k | 57.68 | |
Lear Corporation (LEA) | 0.2 | $314k | 2.8k | 112.14 | |
AvalonBay Communities (AVB) | 0.2 | $304k | 1.9k | 160.00 | |
Regency Centers Corporation (REG) | 0.2 | $301k | 5.1k | 59.02 | |
American Tower Reit (AMT) | 0.2 | $299k | 3.2k | 93.44 | |
Aon | 0.2 | $289k | 2.9k | 99.66 | |
Pepsi (PEP) | 0.2 | $289k | 3.1k | 93.23 | |
Ryder System (R) | 0.2 | $288k | 3.3k | 87.27 | |
Dick's Sporting Goods (DKS) | 0.2 | $285k | 5.5k | 51.82 | |
Comerica Incorporated (CMA) | 0.1 | $282k | 5.5k | 51.27 | |
Campbell Soup Company (CPB) | 0.1 | $281k | 5.9k | 47.63 | |
NCR Corporation (VYX) | 0.1 | $280k | 9.3k | 30.11 | |
Macy's (M) | 0.1 | $277k | 4.1k | 67.56 | |
WESCO International (WCC) | 0.1 | $275k | 4.0k | 68.75 | |
Automatic Data Processing (ADP) | 0.1 | $273k | 3.4k | 80.29 | |
Northrop Grumman Corporation (NOC) | 0.1 | $270k | 1.7k | 158.82 | |
Patterson Companies (PDCO) | 0.1 | $268k | 5.5k | 48.73 | |
UnitedHealth (UNH) | 0.1 | $268k | 2.2k | 121.82 | |
DISH Network | 0.1 | $264k | 3.9k | 67.69 | |
Darden Restaurants (DRI) | 0.1 | $263k | 3.7k | 71.08 | |
Kinder Morgan (KMI) | 0.1 | $259k | 6.7k | 38.43 | |
Gartner (IT) | 0.1 | $257k | 3.0k | 85.67 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $255k | 8.1k | 31.48 | |
FirstEnergy (FE) | 0.1 | $254k | 7.8k | 32.56 | |
East West Ban (EWBC) | 0.1 | $251k | 5.6k | 44.82 | |
Team Health Holdings | 0.1 | $248k | 3.8k | 65.26 | |
Caterpillar (CAT) | 0.1 | $246k | 2.9k | 84.83 | |
State Street Corporation (STT) | 0.1 | $246k | 3.2k | 76.88 | |
Eaton (ETN) | 0.1 | $243k | 3.6k | 67.50 | |
Eli Lilly & Co. (LLY) | 0.1 | $240k | 2.9k | 83.33 | |
E.I. du Pont de Nemours & Company | 0.1 | $237k | 3.7k | 64.05 | |
CMS Energy Corporation (CMS) | 0.1 | $236k | 7.4k | 31.89 | |
AmerisourceBergen (COR) | 0.1 | $234k | 2.2k | 106.36 | |
Itt | 0.1 | $234k | 5.6k | 41.79 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $232k | 3.2k | 72.50 | |
Mondelez Int (MDLZ) | 0.1 | $226k | 5.5k | 41.09 | |
Plains All American Pipeline (PAA) | 0.1 | $218k | 5.0k | 43.60 | |
Adt | 0.1 | $215k | 6.4k | 33.59 | |
Universal Health Services (UHS) | 0.1 | $213k | 1.5k | 142.00 | |
Atmos Energy Corporation (ATO) | 0.1 | $210k | 4.1k | 51.22 | |
Pioneer Natural Resources | 0.1 | $208k | 1.5k | 138.67 | |
Medtronic (MDT) | 0.1 | $207k | 2.8k | 73.93 | |
Federal Realty Inv. Trust | 0.1 | $205k | 1.6k | 128.12 | |
FedEx Corporation (FDX) | 0.1 | $204k | 1.2k | 170.00 | |
Ametek (AME) | 0.1 | $203k | 3.7k | 54.86 |