Donald L. Hagan as of June 30, 2015
Portfolio Holdings for Donald L. Hagan
Donald L. Hagan holds 72 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 |
---|---|---|---|---|---|
iShares Russell 1000 Value Index (IWD) | 15.8 | $17M | 163k | 103.15 | |
United Parcel Service (UPS) | 14.8 | $16M | 164k | 96.91 | |
iShares Russell 1000 Growth Index (IWF) | 8.8 | $9.4M | 95k | 99.00 | |
iShares Lehman Aggregate Bond (AGG) | 7.7 | $8.2M | 76k | 108.77 | |
iShares Russell Midcap Growth Idx. (IWP) | 5.2 | $5.5M | 57k | 96.85 | |
Spdr S&p 500 Etf (SPY) | 4.7 | $5.0M | 24k | 205.87 | |
Vanguard Pacific ETF (VPL) | 3.8 | $4.1M | 67k | 61.03 | |
iShares Russell 2000 Value Index (IWN) | 3.8 | $4.1M | 40k | 101.96 | |
Exxon Mobil Corporation (XOM) | 3.2 | $3.4M | 41k | 83.21 | |
Financial Select Sector SPDR (XLF) | 1.6 | $1.7M | 69k | 24.38 | |
Technology SPDR (XLK) | 1.5 | $1.6M | 39k | 41.39 | |
iShares Dow Jones Select Dividend (DVY) | 1.1 | $1.2M | 16k | 75.13 | |
International Business Machines (IBM) | 1.0 | $1.1M | 6.8k | 162.66 | |
iShares MSCI Emerging Markets Indx (EEM) | 1.0 | $1.1M | 28k | 39.61 | |
Pepsi (PEP) | 0.9 | $966k | 10k | 93.34 | |
Deere & Company (DE) | 0.9 | $922k | 9.5k | 97.01 | |
Apple (AAPL) | 0.8 | $881k | 7.0k | 125.37 | |
Bob Evans Farms | 0.8 | $836k | 16k | 51.04 | |
Cracker Barrel Old Country Store (CBRL) | 0.7 | $774k | 5.2k | 149.16 | |
C.H. Robinson Worldwide (CHRW) | 0.7 | $762k | 12k | 62.40 | |
Johnson & Johnson (JNJ) | 0.7 | $747k | 7.7k | 97.51 | |
Coca-Cola Company (KO) | 0.7 | $732k | 19k | 39.23 | |
At&t (T) | 0.7 | $740k | 21k | 35.51 | |
Chevron Corporation (CVX) | 0.7 | $729k | 7.6k | 96.42 | |
Vanguard European ETF (VGK) | 0.7 | $722k | 13k | 53.95 | |
McDonald's Corporation (MCD) | 0.7 | $695k | 7.3k | 95.08 | |
Expeditors International of Washington (EXPD) | 0.6 | $683k | 15k | 46.12 | |
Visa (V) | 0.6 | $683k | 10k | 67.19 | |
Yum! Brands (YUM) | 0.6 | $652k | 7.2k | 90.04 | |
Coca-cola Enterprises | 0.6 | $631k | 15k | 43.43 | |
Occidental Petroleum Corporation (OXY) | 0.6 | $615k | 7.9k | 77.73 | |
Lindsay Corporation (LNN) | 0.6 | $611k | 6.9k | 87.93 | |
Caterpillar (CAT) | 0.6 | $603k | 7.1k | 84.82 | |
Darden Restaurants (DRI) | 0.6 | $585k | 8.2k | 71.12 | |
Fidelity National Information Services (FIS) | 0.5 | $571k | 9.2k | 61.78 | |
Jack Henry & Associates (JKHY) | 0.5 | $558k | 8.6k | 64.68 | |
Bristol Myers Squibb (BMY) | 0.5 | $533k | 8.0k | 66.55 | |
Cummins (CMI) | 0.5 | $539k | 4.1k | 131.08 | |
Xerox Corporation | 0.5 | $503k | 47k | 10.65 | |
SYSCO Corporation (SYY) | 0.5 | $483k | 13k | 36.11 | |
Devon Energy Corporation (DVN) | 0.4 | $452k | 7.6k | 59.47 | |
ConocoPhillips (COP) | 0.4 | $446k | 7.3k | 61.40 | |
iShares Russell 2000 Growth Index (IWO) | 0.4 | $448k | 2.9k | 154.43 | |
Microsoft Corporation (MSFT) | 0.4 | $434k | 9.8k | 44.13 | |
Verizon Communications (VZ) | 0.4 | $441k | 9.5k | 46.59 | |
Accenture (ACN) | 0.4 | $434k | 4.5k | 96.88 | |
Forward Air Corporation (FWRD) | 0.4 | $428k | 8.2k | 52.28 | |
Blackstone | 0.4 | $411k | 10k | 40.90 | |
Suncor Energy (SU) | 0.4 | $407k | 15k | 27.57 | |
Procter & Gamble Company (PG) | 0.3 | $375k | 4.8k | 78.21 | |
Facebook Inc cl a (META) | 0.3 | $361k | 4.2k | 85.85 | |
General Electric Company | 0.3 | $352k | 13k | 26.60 | |
Pfizer (PFE) | 0.3 | $343k | 10k | 33.55 | |
Union Pacific Corporation (UNP) | 0.3 | $341k | 3.6k | 95.38 | |
Kinder Morgan (KMI) | 0.3 | $341k | 8.9k | 38.44 | |
Berkshire Hathaway (BRK.B) | 0.3 | $325k | 2.4k | 136.04 | |
Walgreen Boots Alliance (WBA) | 0.3 | $318k | 3.8k | 84.33 | |
Norfolk Southern (NSC) | 0.3 | $308k | 3.5k | 87.38 | |
Altria (MO) | 0.3 | $285k | 5.8k | 48.96 | |
Merck & Co (MRK) | 0.3 | $274k | 4.8k | 56.95 | |
Enterprise Products Partners (EPD) | 0.3 | $273k | 9.1k | 29.93 | |
Calamos Strategic Total Return Fund (CSQ) | 0.3 | $279k | 25k | 10.98 | |
Nextera Energy (NEE) | 0.2 | $256k | 2.6k | 98.12 | |
Williams Companies (WMB) | 0.2 | $259k | 4.5k | 57.43 | |
Alkermes (ALKS) | 0.2 | $257k | 4.0k | 64.25 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $246k | 1.4k | 175.71 | |
Cooper Companies | 0.2 | $237k | 1.3k | 177.93 | |
Boeing Company (BA) | 0.2 | $228k | 1.6k | 139.02 | |
Amgen (AMGN) | 0.2 | $204k | 1.3k | 153.73 | |
Antares Pharma | 0.1 | $92k | 44k | 2.09 | |
Applied Micro Circuits Corporation | 0.1 | $81k | 12k | 6.78 | |
Rigel Pharmaceuticals | 0.1 | $64k | 20k | 3.20 |