F&V Capital Management as of March 31, 2020
Portfolio Holdings for F&V Capital Management
F&V Capital Management holds 64 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.3 | $9.9M | 63k | 157.71 | |
| Verizon Communications (VZ) | 5.4 | $8.4M | 157k | 53.73 | |
| ConAgra Foods (CAG) | 5.1 | $8.1M | 275k | 29.34 | |
| Gilead Sciences (GILD) | 4.5 | $7.1M | 96k | 74.76 | |
| Qorvo (QRVO) | 4.2 | $6.6M | 82k | 80.62 | |
| Paypal Holdings (PYPL) | 4.0 | $6.3M | 66k | 95.74 | |
| FedEx Corporation (FDX) | 3.7 | $5.8M | 48k | 121.26 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $5.7M | 4.9k | 1161.92 | |
| Medtronic (MDT) | 3.6 | $5.7M | 63k | 90.18 | |
| Amgen (AMGN) | 3.6 | $5.7M | 28k | 202.74 | |
| Allstate Corporation (ALL) | 3.5 | $5.5M | 59k | 91.74 | |
| Oracle Corporation (ORCL) | 3.4 | $5.4M | 112k | 48.33 | |
| Cisco Systems (CSCO) | 3.4 | $5.4M | 136k | 39.31 | |
| Newmont Mining Corporation (NEM) | 3.3 | $5.2M | 116k | 45.28 | |
| Applied Materials (AMAT) | 3.0 | $4.8M | 105k | 45.82 | |
| Archer Daniels Midland Company (ADM) | 3.0 | $4.7M | 134k | 35.18 | |
| Kimberly-Clark Corporation (KMB) | 3.0 | $4.7M | 37k | 127.86 | |
| Merck & Co (MRK) | 2.7 | $4.2M | 55k | 76.95 | |
| CVS Caremark Corporation (CVS) | 2.7 | $4.2M | 70k | 59.33 | |
| Hp (HPQ) | 2.6 | $4.0M | 232k | 17.36 | |
| Chevron Corporation (CVX) | 2.2 | $3.4M | 47k | 72.47 | |
| eBay (EBAY) | 2.1 | $3.4M | 113k | 30.06 | |
| American Electric Power Company (AEP) | 2.0 | $3.1M | 39k | 79.97 | |
| Corning Incorporated (GLW) | 1.9 | $3.0M | 144k | 20.54 | |
| D.R. Horton (DHI) | 1.8 | $2.8M | 84k | 34.00 | |
| Fox Corporation (FOX) | 1.6 | $2.5M | 110k | 22.88 | |
| Spdr S&p 500 Etf (SPY) | 1.5 | $2.3M | 9.0k | 257.80 | |
| Valmont Industries (VMI) | 1.1 | $1.7M | 16k | 105.98 | |
| Harley-Davidson (HOG) | 1.1 | $1.7M | 90k | 18.94 | |
| Marathon Oil Corporation (MRO) | 0.8 | $1.2M | 378k | 3.29 | |
| Amazon (AMZN) | 0.7 | $1.1M | 554.00 | 1949.46 | |
| Apple (AAPL) | 0.6 | $979k | 3.9k | 254.22 | |
| SPDR Gold Trust (GLD) | 0.6 | $911k | 6.2k | 148.13 | |
| Ishares Tr core msci intl (IDEV) | 0.6 | $902k | 20k | 44.29 | |
| Vanguard European ETF (VGK) | 0.5 | $841k | 19k | 43.26 | |
| Roper Industries (ROP) | 0.5 | $812k | 2.6k | 311.71 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.4 | $694k | 6.4k | 107.71 | |
| NVIDIA Corporation (NVDA) | 0.4 | $679k | 2.6k | 263.48 | |
| Johnson & Johnson (JNJ) | 0.4 | $655k | 5.0k | 131.16 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.4 | $631k | 3.3k | 190.46 | |
| NetEase (NTES) | 0.3 | $548k | 1.7k | 320.84 | |
| Facebook Inc cl a (META) | 0.3 | $506k | 3.0k | 166.72 | |
| iShares S&P 500 Index (IVV) | 0.3 | $468k | 1.8k | 258.56 | |
| Altria (MO) | 0.3 | $415k | 11k | 38.68 | |
| iShares MSCI Germany Index Fund (EWG) | 0.3 | $403k | 19k | 21.49 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $396k | 17k | 23.06 | |
| Morgan Stanley (MS) | 0.2 | $382k | 11k | 34.02 | |
| Ishares Msci Germany | 0.2 | $354k | 8.0k | 44.00 | |
| Vanguard Emerging Markets ETF (VWO) | 0.2 | $340k | 10k | 33.58 | |
| Citigroup (C) | 0.2 | $335k | 8.0k | 42.09 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $279k | 1.6k | 175.91 | |
| Discover Financial Services | 0.2 | $266k | 7.5k | 35.65 | |
| United Rentals (URI) | 0.2 | $275k | 2.7k | 103.00 | |
| Qualcomm (QCOM) | 0.2 | $269k | 4.0k | 67.76 | |
| MetLife (MET) | 0.2 | $274k | 9.0k | 30.56 | |
| Raytheon Company | 0.1 | $227k | 1.7k | 131.21 | |
| Ishares Msci Japan (EWJ) | 0.1 | $212k | 4.3k | 49.47 | |
| Energy Transfer Equity (ET) | 0.1 | $85k | 18k | 4.61 | |
| Gaslog Partners | 0.1 | $80k | 36k | 2.22 | |
| Alexco Resource Corp | 0.0 | $66k | 54k | 1.22 | |
| Western Asset High Incm Fd I (HIX) | 0.0 | $68k | 14k | 4.99 | |
| Houston Wire & Cable Company | 0.0 | $45k | 20k | 2.21 | |
| Mallinckrodt Pub | 0.0 | $20k | 10k | 2.00 | |
| Trevena | 0.0 | $12k | 22k | 0.55 |