Eclectica Asset Management as of Dec. 31, 2014
Portfolio Holdings for Eclectica Asset Management
Eclectica Asset Management holds 28 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 |
|---|---|---|---|---|---|
| Altria (MO) | 8.9 | $3.7M | 75k | 49.52 | |
| Reynolds American | 8.6 | $3.6M | 56k | 64.61 | |
| Philip Morris International (PM) | 7.6 | $3.2M | 39k | 81.91 | |
| Archer Daniels Midland Company (ADM) | 6.4 | $2.7M | 52k | 52.01 | |
| Veeco Instruments (VECO) | 6.1 | $2.6M | 74k | 34.88 | |
| CF Industries Holdings (CF) | 5.7 | $2.4M | 8.8k | 272.53 | |
| Monsanto Company | 5.6 | $2.4M | 20k | 119.47 | |
| Potash Corp. Of Saskatchewan I | 4.3 | $1.8M | 51k | 35.31 | |
| Hormel Foods Corporation (HRL) | 4.2 | $1.8M | 34k | 52.10 | |
| BRF Brasil Foods SA (BRFS) | 4.0 | $1.7M | 72k | 23.35 | |
| Tyson Foods (TSN) | 3.9 | $1.6M | 41k | 40.10 | |
| Mosaic (MOS) | 3.6 | $1.5M | 33k | 45.65 | |
| Zoetis Inc Cl A (ZTS) | 3.3 | $1.4M | 32k | 43.03 | |
| FARO Technologies (FARO) | 3.0 | $1.3M | 20k | 62.70 | |
| Cognex Corporation (CGNX) | 2.7 | $1.1M | 28k | 41.33 | |
| Ingredion Incorporated (INGR) | 2.6 | $1.1M | 13k | 84.85 | |
| Mondelez Int (MDLZ) | 2.5 | $1.1M | 29k | 36.34 | |
| Agrium | 2.5 | $1.1M | 11k | 94.69 | |
| Yum! Brands (YUM) | 2.2 | $943k | 13k | 72.82 | |
| Pilgrim's Pride Corporation (PPC) | 2.1 | $866k | 26k | 32.80 | |
| Kraft Foods | 2.1 | $865k | 14k | 62.64 | |
| Deere & Company (DE) | 1.7 | $710k | 8.0k | 88.42 | |
| General Mills (GIS) | 1.6 | $677k | 13k | 53.31 | |
| Sanderson Farms | 1.3 | $552k | 6.6k | 84.02 | |
| Sensient Technologies Corporation (SXT) | 1.2 | $515k | 8.5k | 60.38 | |
| FMC Corporation (FMC) | 1.0 | $405k | 7.1k | 56.96 | |
| Andersons (ANDE) | 0.7 | $276k | 5.2k | 53.18 | |
| Lindsay Corporation (LNN) | 0.6 | $252k | 2.9k | 85.71 |
