Diligent Investors as of Dec. 31, 2014
Portfolio Holdings for Diligent Investors
Diligent Investors holds 148 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Disney Walt Com Disney (DIS) | 3.3 | $3.2M | 32k | 102.06 | |
| Visa Com Cl A (V) | 3.1 | $3.1M | 12k | 267.21 | |
| Apple (AAPL) | 3.1 | $3.0M | 26k | 119.26 | |
| Intel Corporation (INTC) | 2.7 | $2.7M | 82k | 32.76 | |
| Microsoft Corporation (MSFT) | 2.6 | $2.6M | 61k | 42.42 | |
| Pfizer (PFE) | 2.0 | $2.0M | 60k | 33.25 | |
| Wal-Mart Stores (WMT) | 2.0 | $2.0M | 23k | 86.82 | |
| At&t (T) | 2.0 | $1.9M | 55k | 34.78 | |
| Merck & Co (MRK) | 1.9 | $1.9M | 33k | 58.79 | |
| McGraw-Hill Companies | 1.9 | $1.9M | 19k | 97.13 | |
| Canadian Pacific Railway | 1.9 | $1.8M | 9.7k | 189.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $1.8M | 12k | 149.36 | |
| Mondelez Intl Cl A (MDLZ) | 1.7 | $1.7M | 47k | 35.86 | |
| Timkensteel (MTUS) | 1.7 | $1.7M | 54k | 30.39 | |
| Walgreen Boots Alliance | 1.7 | $1.6M | 22k | 75.86 | |
| Potash Corp. Of Saskatchewan I | 1.7 | $1.6M | 44k | 37.05 | |
| Global Payments (GPN) | 1.5 | $1.5M | 17k | 89.96 | |
| Zoetis Cl A (ZTS) | 1.4 | $1.4M | 32k | 43.52 | |
| Cisco Systems (CSCO) | 1.4 | $1.4M | 50k | 27.24 | |
| Whole Foods Market | 1.3 | $1.3M | 25k | 53.07 | |
| Cardinal Health (CAH) | 1.3 | $1.3M | 15k | 84.67 | |
| Bristol Myers Squibb (BMY) | 1.3 | $1.2M | 21k | 59.37 | |
| Public Storage (PSA) | 1.2 | $1.2M | 6.0k | 203.88 | |
| Liberty Interactive Corp Lbt Vent Com A | 1.2 | $1.2M | 42k | 28.14 | |
| General Electric Company | 1.2 | $1.2M | 47k | 24.71 | |
| Coca-Cola Company (KO) | 1.2 | $1.1M | 28k | 41.32 | |
| Pool Corporation (POOL) | 1.1 | $1.1M | 17k | 63.88 | |
| MetLife (MET) | 1.1 | $1.1M | 22k | 49.37 | |
| PS Business Parks | 1.1 | $1.0M | 13k | 83.29 | |
| Avis Budget (CAR) | 1.1 | $1.0M | 16k | 63.18 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $1.0M | 15k | 69.48 | |
| Wyndham Worldwide Corporation | 1.0 | $1.0M | 12k | 80.81 | |
| Seagate Technology SHS | 1.0 | $962k | 16k | 60.12 | |
| Discover Financial Services | 0.9 | $924k | 16k | 58.17 | |
| Icahn Enterprises Depositary Unit (IEP) | 0.9 | $901k | 9.0k | 100.63 | |
| Corning Incorporated (GLW) | 0.8 | $826k | 34k | 24.34 | |
| Johnson & Johnson (JNJ) | 0.8 | $793k | 7.9k | 100.37 | |
| Hanesbrands (HBI) | 0.8 | $790k | 6.8k | 116.09 | |
| Hershey Company (HSY) | 0.7 | $733k | 7.0k | 105.47 | |
| Alcoa | 0.7 | $728k | 46k | 15.85 | |
| Dover Corporation (DOV) | 0.7 | $720k | 9.9k | 72.72 | |
| Ashland | 0.7 | $704k | 5.6k | 125.69 | |
| Chevron Corporation (CVX) | 0.7 | $703k | 6.3k | 111.01 | |
| Medtronic | 0.7 | $683k | 9.2k | 74.30 | |
| Tc Pipelines Ut Com Ltd Prt | 0.7 | $678k | 10k | 66.81 | |
| Ingram Micro Cl A | 0.7 | $668k | 26k | 25.69 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $630k | 8.7k | 72.41 | |
| Knowles (KN) | 0.6 | $624k | 28k | 22.71 | |
| Procter & Gamble Company (PG) | 0.6 | $581k | 6.8k | 85.08 | |
| CareFusion Corporation | 0.6 | $579k | 9.7k | 59.69 | |
| Unisys Corp Com New (UIS) | 0.6 | $573k | 25k | 23.23 | |
| Abbvie (ABBV) | 0.6 | $566k | 10k | 55.96 | |
| Emcor (EME) | 0.6 | $558k | 13k | 43.76 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $547k | 2.7k | 205.25 | |
| Vanguard Nat Res Com Unit | 0.6 | $543k | 28k | 19.16 | |
| Applied Materials (AMAT) | 0.5 | $534k | 23k | 23.77 | |
| R.R. Donnelley & Sons Company | 0.5 | $518k | 31k | 16.87 | |
| Dow Chemical Company | 0.5 | $510k | 10k | 48.81 | |
| Harris Corporation | 0.5 | $507k | 6.6k | 76.82 | |
| Freeport-mcmoran CL B (FCX) | 0.5 | $506k | 26k | 19.52 | |
| Terex Corporation (TEX) | 0.5 | $492k | 20k | 25.10 | |
| Legg Mason | 0.5 | $491k | 8.6k | 57.30 | |
| McDonald's Corporation (MCD) | 0.5 | $488k | 5.3k | 92.93 | |
| Southwest Airlines (LUV) | 0.5 | $483k | 11k | 43.32 | |
| Fortress Investment Group Ll Cl A | 0.5 | $475k | 63k | 7.56 | |
| Morgan Stanley Com New (MS) | 0.5 | $463k | 13k | 35.78 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.5 | $458k | 17k | 27.74 | |
| Abbott Laboratories (ABT) | 0.5 | $456k | 10k | 45.08 | |
| Transocean Reg Shs (RIG) | 0.4 | $438k | 23k | 19.31 | |
| Celgene Corporation | 0.4 | $426k | 3.6k | 118.66 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.4 | $425k | 18k | 24.03 | |
| Zimmer Holdings (ZBH) | 0.4 | $414k | 3.6k | 115.38 | |
| Apartment Invt & Mgmt Cl A | 0.4 | $404k | 10k | 39.00 | |
| ConocoPhillips (COP) | 0.4 | $403k | 5.9k | 68.42 | |
| One Liberty Properties (OLP) | 0.4 | $400k | 16k | 24.80 | |
| New York Community Ban | 0.4 | $397k | 25k | 15.88 | |
| Trustmark Corporation (TRMK) | 0.4 | $395k | 18k | 22.43 | |
| Arrow Electronics (ARW) | 0.4 | $391k | 6.7k | 58.36 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.4 | $385k | 27k | 14.35 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $375k | 4.1k | 92.09 | |
| Equity One | 0.4 | $373k | 14k | 27.38 | |
| Ace SHS | 0.4 | $372k | 3.3k | 112.08 | |
| Bank of America Corporation (BAC) | 0.4 | $367k | 23k | 16.34 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.4 | $349k | 6.2k | 56.29 | |
| Cst Brands | 0.4 | $344k | 7.9k | 43.58 | |
| Newell Rubbermaid (NWL) | 0.3 | $343k | 9.1k | 37.54 | |
| BB&T Corporation | 0.3 | $342k | 9.1k | 37.53 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $334k | 6.1k | 54.93 | |
| Powershares Qqq Trust Unit Ser 1 | 0.3 | $332k | 3.2k | 102.91 | |
| Harley-Davidson (HOG) | 0.3 | $331k | 5.2k | 64.20 | |
| 3M Company (MMM) | 0.3 | $330k | 2.0k | 165.08 | |
| American Eagle Outfitters (AEO) | 0.3 | $319k | 22k | 14.60 | |
| Cibc Cad (CM) | 0.3 | $318k | 4.2k | 75.71 | |
| Eaton Vance Floating-Rate Income Trust (EFT) | 0.3 | $318k | 23k | 14.01 | |
| Southern Copper Corporation (SCCO) | 0.3 | $316k | 11k | 29.78 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $316k | 11k | 28.94 | |
| Alliancebernstein Holding Unit Ltd Partn (AB) | 0.3 | $315k | 13k | 25.20 | |
| Discovery Communicatns Com Ser C | 0.3 | $308k | 11k | 28.82 | |
| Boeing Company (BA) | 0.3 | $304k | 2.1k | 147.86 | |
| Honda Motor Amern Shs (HMC) | 0.3 | $298k | 9.3k | 32.04 | |
| Beacon Roofing Supply (BECN) | 0.3 | $296k | 11k | 26.32 | |
| Rayonier (RYN) | 0.3 | $292k | 9.9k | 29.52 | |
| Energy Transfer Prtnrs Unit Ltd Partn | 0.3 | $289k | 4.9k | 59.25 | |
| Facebook Cl A (META) | 0.3 | $286k | 3.8k | 74.38 | |
| Apollo Investment | 0.3 | $277k | 37k | 7.51 | |
| Unilever Spon Adr New (UL) | 0.3 | $277k | 6.5k | 42.62 | |
| AFLAC Incorporated (AFL) | 0.3 | $275k | 4.5k | 61.11 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $274k | 2.2k | 124.55 | |
| Kraft Foods | 0.3 | $271k | 4.1k | 66.31 | |
| Theravance | 0.3 | $270k | 21k | 12.84 | |
| Liberty Interactive Corp Int Com Ser A | 0.3 | $265k | 7.3k | 36.53 | |
| ConAgra Foods (CAG) | 0.3 | $262k | 7.2k | 36.39 | |
| Lexington Realty Trust (LXP) | 0.3 | $260k | 23k | 11.26 | |
| Edison International (EIX) | 0.3 | $254k | 3.9k | 64.66 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $252k | 6.5k | 38.77 | |
| Computer Sciences Corporation | 0.2 | $245k | 3.8k | 64.47 | |
| Phillips 66 (PSX) | 0.2 | $245k | 3.2k | 76.21 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $239k | 2.2k | 108.64 | |
| Tripadvisor (TRIP) | 0.2 | $236k | 8.4k | 28.12 | |
| Helix Energy Solutions (HLX) | 0.2 | $233k | 12k | 20.09 | |
| Medical Properties Trust (MPW) | 0.2 | $232k | 16k | 14.83 | |
| FreightCar America (RAIL) | 0.2 | $229k | 8.3k | 27.74 | |
| TeleTech Holdings | 0.2 | $229k | 10k | 22.90 | |
| Motorola Solutions Com New (MSI) | 0.2 | $229k | 3.4k | 67.55 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.2 | $228k | 22k | 10.26 | |
| Jabil Circuit (JBL) | 0.2 | $223k | 11k | 21.24 | |
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.2 | $222k | 15k | 14.98 | |
| Ford Mtr Co Del Com Par $0.01 (F) | 0.2 | $221k | 14k | 15.90 | |
| Vanguard Index Fds Reit Etf (VNQ) | 0.2 | $221k | 2.6k | 85.00 | |
| Teekay Shipping Marshall Isl | 0.2 | $218k | 4.7k | 46.78 | |
| American Capital Agency | 0.2 | $215k | 10k | 21.50 | |
| Guess? (GES) | 0.2 | $214k | 12k | 18.53 | |
| Goodyear Tire & Rubber Company (GT) | 0.2 | $212k | 8.3k | 25.45 | |
| Time Warner Com New | 0.2 | $211k | 2.6k | 80.69 | |
| Hugoton Rty Tr Tex Unit Ben Int (HGTXU) | 0.2 | $207k | 26k | 7.96 | |
| AES Corporation (AES) | 0.2 | $206k | 17k | 12.00 | |
| General Mills (GIS) | 0.2 | $204k | 3.9k | 52.99 | |
| First Potomac Realty Trust | 0.2 | $199k | 16k | 12.48 | |
| Boston Scientific Corporation (BSX) | 0.2 | $196k | 13k | 14.71 | |
| Ashford Hospitality Tr Com Shs | 0.2 | $192k | 18k | 10.50 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.2 | $191k | 14k | 13.33 | |
| Fairchild Semiconductor International | 0.2 | $181k | 12k | 15.74 | |
| American Homes 4 Rent Cl A (AMH) | 0.2 | $165k | 10k | 16.50 | |
| Mfs Calif Mun | 0.2 | $154k | 13k | 11.56 | |
| Uti Worldwide Ord | 0.1 | $137k | 11k | 12.19 | |
| Banco Santander Sa Adr (SAN) | 0.1 | $119k | 18k | 6.80 | |
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $112k | 17k | 6.79 | |
| Anworth Mortgage Asset Corporation | 0.1 | $88k | 17k | 5.07 |