Diversified Investment Strategies as of Sept. 30, 2013
Portfolio Holdings for Diversified Investment Strategies
Diversified Investment Strategies holds 72 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corp | 22.4 | $28M | 320k | 86.04 | |
| Microsoft Corporation (MSFT) | 4.4 | $5.4M | 162k | 33.28 | |
| CARBO Ceramics | 4.0 | $4.9M | 50k | 99.11 | |
| Johnson & Johnson (JNJ) | 3.6 | $4.4M | 51k | 86.70 | |
| Exelon Corporation (EXC) | 3.5 | $4.3M | 146k | 29.64 | |
| Weight Watchers International | 3.3 | $4.1M | 110k | 37.37 | |
| ING Groep (ING) | 2.8 | $3.4M | 300k | 11.35 | |
| Western Union Company (WU) | 2.5 | $3.1M | 166k | 18.66 | |
| Pengrowth Energy Corp | 2.4 | $2.9M | 497k | 5.92 | |
| Green Dot Corporation (GDOT) | 2.3 | $2.9M | 109k | 26.33 | |
| Medtronic | 2.3 | $2.8M | 52k | 53.25 | |
| 3M Company (MMM) | 2.2 | $2.7M | 23k | 119.41 | |
| Blackberry (BB) | 1.8 | $2.2M | 280k | 7.94 | |
| Apollo | 1.7 | $2.0M | 98k | 20.81 | |
| Cohen & Steers infrastucture Fund (UTF) | 1.7 | $2.0M | 103k | 19.74 | |
| SYSCO Corporation (SYY) | 1.6 | $2.0M | 63k | 31.84 | |
| Aeropostale | 1.5 | $1.8M | 190k | 9.40 | |
| Garmin (GRMN) | 1.4 | $1.7M | 37k | 45.19 | |
| Hewlett-Packard Company | 1.3 | $1.6M | 78k | 20.98 | |
| Bank of America Corporation (BAC) | 1.3 | $1.6M | 113k | 13.80 | |
| Astrazeneca | 1.3 | $1.5M | 30k | 51.93 | |
| Coca-Cola Company (KO) | 1.2 | $1.5M | 40k | 37.87 | |
| RPC (RES) | 1.2 | $1.5M | 94k | 15.47 | |
| General Electric Company | 1.1 | $1.4M | 58k | 23.90 | |
| Demand Media | 1.1 | $1.4M | 219k | 6.32 | |
| Amtech Systems (ASYS) | 1.1 | $1.3M | 182k | 7.30 | |
| VSE Corporation (VSEC) | 1.1 | $1.3M | 28k | 46.93 | |
| Penn West Energy Trust | 1.1 | $1.3M | 116k | 11.13 | |
| Intuit (INTU) | 1.0 | $1.3M | 19k | 66.34 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 1.0 | $1.2M | 96k | 13.04 | |
| Wal-Mart Stores (WMT) | 1.0 | $1.2M | 17k | 73.98 | |
| American Strategic Income Portf. Inc II | 1.0 | $1.2M | 148k | 8.11 | |
| Fastenal Company (FAST) | 1.0 | $1.2M | 23k | 50.28 | |
| Eli Lilly & Co. (LLY) | 0.9 | $1.1M | 22k | 50.35 | |
| Nuveen Quality Preferred Income Fund | 0.9 | $1.1M | 145k | 7.56 | |
| Wells Fargo & Company (WFC) | 0.9 | $1.1M | 26k | 41.30 | |
| Diana Shipping (DSX) | 0.8 | $1.0M | 84k | 12.08 | |
| Abbott Laboratories (ABT) | 0.8 | $1.0M | 31k | 33.19 | |
| Qualcomm (QCOM) | 0.8 | $954k | 14k | 67.35 | |
| SEI Investments Company (SEIC) | 0.8 | $942k | 31k | 30.91 | |
| Expeditors International of Washington (EXPD) | 0.7 | $914k | 21k | 44.05 | |
| Deckers Outdoor Corporation (DECK) | 0.7 | $882k | 13k | 65.94 | |
| Linear Technology Corporation | 0.7 | $817k | 21k | 39.68 | |
| Express | 0.6 | $739k | 31k | 23.59 | |
| Stryker Corporation (SYK) | 0.6 | $670k | 9.9k | 67.57 | |
| Texas Industries | 0.5 | $630k | 16k | 40.32 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $610k | 3.6k | 167.91 | |
| Goldman Sachs (GS) | 0.5 | $574k | 3.6k | 158.34 | |
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.5 | $583k | 48k | 12.06 | |
| Vale (VALE) | 0.5 | $570k | 37k | 15.62 | |
| PetMed Express (PETS) | 0.5 | $552k | 34k | 16.29 | |
| Regions Financial Corporation (RF) | 0.4 | $546k | 59k | 9.26 | |
| Synacor | 0.4 | $537k | 208k | 2.58 | |
| Maxim Integrated Products | 0.4 | $531k | 18k | 29.84 | |
| Oracle Corporation (ORCL) | 0.4 | $527k | 16k | 33.17 | |
| St. Joe Company (JOE) | 0.4 | $496k | 25k | 19.62 | |
| Transocean (RIG) | 0.4 | $478k | 11k | 44.46 | |
| Dolby Laboratories (DLB) | 0.4 | $483k | 14k | 34.50 | |
| Gencor Industries (GENC) | 0.4 | $463k | 54k | 8.57 | |
| Tower | 0.4 | $468k | 67k | 7.00 | |
| iShares S&P 500 Growth Index (IVW) | 0.4 | $438k | 4.9k | 89.39 | |
| C&j Energy Services | 0.3 | $423k | 21k | 20.07 | |
| Guess? (GES) | 0.2 | $306k | 10k | 29.85 | |
| Caterpillar (CAT) | 0.2 | $275k | 3.3k | 83.33 | |
| Global Sources | 0.2 | $267k | 36k | 7.42 | |
| Body Central Acquisition Corporation | 0.2 | $275k | 45k | 6.11 | |
| TCF Financial Corporation | 0.2 | $264k | 19k | 14.27 | |
| Pepsi (PEP) | 0.2 | $201k | 2.5k | 79.60 | |
| Peerless Systems | 0.1 | $171k | 48k | 3.56 | |
| Emerson Radio (MSN) | 0.1 | $107k | 57k | 1.88 | |
| Career Education | 0.1 | $87k | 32k | 2.76 | |
| ENGlobal Corporation | 0.0 | $12k | 12k | 0.99 |