Green Square Capital as of Sept. 30, 2019
Portfolio Holdings for Green Square Capital
Green Square Capital holds 116 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard S&p 500 Etf idx (VOO) | 7.2 | $12M | 44k | 272.61 | |
Apple (AAPL) | 5.1 | $8.7M | 39k | 223.96 | |
JPMorgan Chase & Co. (JPM) | 4.1 | $6.9M | 59k | 117.70 | |
PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 4.0 | $6.7M | 66k | 101.73 | |
Alerian Mlp Etf | 3.2 | $5.5M | 597k | 9.14 | |
Lyft (LYFT) | 2.7 | $4.5M | 111k | 40.84 | |
Coca-Cola Company (KO) | 2.5 | $4.3M | 79k | 54.45 | |
Center Coast Mlp And Infrastructure unit | 2.2 | $3.6M | 512k | 7.12 | |
Enterprise Products Partners (EPD) | 2.1 | $3.5M | 123k | 28.58 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 2.1 | $3.5M | 68k | 51.66 | |
Magellan Midstream Partners | 2.0 | $3.4M | 51k | 66.27 | |
Landmark Infrastructure | 1.7 | $2.9M | 161k | 18.04 | |
At&t (T) | 1.5 | $2.6M | 69k | 37.84 | |
Wells Fargo & Company (WFC) | 1.5 | $2.5M | 50k | 50.44 | |
Vanguard Small-Cap ETF (VB) | 1.5 | $2.5M | 16k | 153.89 | |
International Paper Company (IP) | 1.4 | $2.4M | 57k | 41.82 | |
CenturyLink | 1.4 | $2.3M | 184k | 12.48 | |
Target Corporation (TGT) | 1.4 | $2.3M | 22k | 106.89 | |
Amazon (AMZN) | 1.2 | $2.1M | 1.2k | 1736.31 | |
SPDR MSCI ACWI ex-US (CWI) | 1.2 | $2.0M | 84k | 24.04 | |
Merck & Co (MRK) | 1.0 | $1.8M | 21k | 84.17 | |
Texas Instruments Incorporated (TXN) | 1.0 | $1.7M | 13k | 129.26 | |
Procter & Gamble Company (PG) | 1.0 | $1.7M | 14k | 124.37 | |
United Parcel Service (UPS) | 1.0 | $1.7M | 14k | 119.80 | |
Verizon Communications (VZ) | 1.0 | $1.7M | 27k | 60.37 | |
Plains All American Pipeline (PAA) | 1.0 | $1.7M | 80k | 20.74 | |
Newell Rubbermaid (NWL) | 1.0 | $1.6M | 87k | 18.72 | |
Wec Energy Group (WEC) | 0.9 | $1.6M | 17k | 95.11 | |
Public Service Enterprise (PEG) | 0.9 | $1.6M | 26k | 62.06 | |
Energy Transfer Equity (ET) | 0.9 | $1.6M | 121k | 13.08 | |
Abbvie (ABBV) | 0.9 | $1.6M | 21k | 75.71 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.5M | 22k | 70.62 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $1.5M | 5.2k | 296.79 | |
Amgen (AMGN) | 0.9 | $1.5M | 7.9k | 193.46 | |
Fastenal Company (FAST) | 0.9 | $1.5M | 46k | 32.67 | |
Duke Energy (DUK) | 0.9 | $1.5M | 16k | 95.87 | |
Eaton (ETN) | 0.9 | $1.5M | 18k | 83.16 | |
General Motors Company (GM) | 0.9 | $1.5M | 40k | 37.49 | |
Qualcomm (QCOM) | 0.9 | $1.5M | 19k | 76.26 | |
International Business Machines (IBM) | 0.9 | $1.4M | 9.9k | 145.41 | |
Cummins (CMI) | 0.8 | $1.4M | 8.8k | 162.66 | |
Chevron Corporation (CVX) | 0.8 | $1.4M | 12k | 118.57 | |
CenterPoint Energy (CNP) | 0.8 | $1.4M | 47k | 30.19 | |
Broadcom (AVGO) | 0.8 | $1.4M | 5.1k | 276.16 | |
Archer Daniels Midland Company (ADM) | 0.8 | $1.4M | 34k | 41.06 | |
Interpublic Group of Companies (IPG) | 0.8 | $1.4M | 64k | 21.55 | |
Valero Energy Corporation (VLO) | 0.8 | $1.4M | 16k | 85.27 | |
Industries N shs - a - (LYB) | 0.8 | $1.3M | 15k | 89.47 | |
Coca Cola European Partners (CCEP) | 0.8 | $1.3M | 24k | 55.46 | |
Pfizer (PFE) | 0.8 | $1.3M | 37k | 35.93 | |
Sonoco Products Company (SON) | 0.8 | $1.3M | 22k | 58.20 | |
Pbf Energy Inc cl a (PBF) | 0.8 | $1.3M | 47k | 27.20 | |
Carnival Corporation (CCL) | 0.7 | $1.3M | 29k | 43.70 | |
Investar Holding (ISTR) | 0.7 | $1.3M | 53k | 23.81 | |
Kronos Worldwide (KRO) | 0.7 | $1.2M | 99k | 12.37 | |
AFLAC Incorporated (AFL) | 0.7 | $1.2M | 23k | 52.31 | |
Crown Holdings (CCK) | 0.7 | $1.1M | 17k | 66.05 | |
Altria (MO) | 0.7 | $1.1M | 27k | 40.89 | |
iShares S&P 500 Index (IVV) | 0.7 | $1.1M | 3.7k | 298.53 | |
Dollar General (DG) | 0.7 | $1.1M | 7.1k | 158.96 | |
Buckeye Partners | 0.7 | $1.1M | 27k | 41.07 | |
Progressive Corporation (PGR) | 0.6 | $1.1M | 14k | 77.24 | |
Fiserv (FI) | 0.6 | $1.1M | 10k | 103.59 | |
LKQ Corporation (LKQ) | 0.6 | $1.1M | 34k | 31.44 | |
Alphabet Inc Class C cs (GOOG) | 0.6 | $997k | 818.00 | 1218.83 | |
NuStar Energy | 0.6 | $977k | 35k | 28.32 | |
Wal-Mart Stores (WMT) | 0.5 | $906k | 7.6k | 118.66 | |
Facebook Inc cl a (META) | 0.5 | $919k | 5.2k | 178.07 | |
iShares S&P SmallCap 600 Index (IJR) | 0.5 | $847k | 11k | 77.86 | |
Schwab U S Broad Market ETF (SCHB) | 0.5 | $802k | 11k | 71.01 | |
Granite Construction (GVA) | 0.5 | $776k | 24k | 32.11 | |
Nexstar Broadcasting (NXST) | 0.4 | $743k | 7.3k | 102.26 | |
Ishares Tr hdg msci eafe (HEFA) | 0.4 | $721k | 24k | 29.95 | |
Alibaba Group Holding (BABA) | 0.4 | $734k | 4.4k | 167.24 | |
Global Payments (GPN) | 0.4 | $645k | 4.1k | 159.02 | |
Pinnacle Financial Partners (PNFP) | 0.4 | $647k | 11k | 56.74 | |
First American Financial (FAF) | 0.3 | $574k | 9.7k | 58.99 | |
Knight Swift Transn Hldgs (KNX) | 0.3 | $567k | 16k | 36.27 | |
Nuance Communications | 0.3 | $556k | 34k | 16.32 | |
Hanesbrands (HBI) | 0.3 | $561k | 37k | 15.33 | |
FedEx Corporation (FDX) | 0.3 | $545k | 3.7k | 145.57 | |
Graphic Packaging Holding Company (GPK) | 0.3 | $533k | 36k | 14.74 | |
Upland Software (UPLD) | 0.3 | $502k | 14k | 34.83 | |
Home Depot (HD) | 0.3 | $459k | 2.0k | 231.94 | |
Jp Morgan Alerian Mlp Index | 0.3 | $464k | 20k | 23.27 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $457k | 374.00 | 1221.93 | |
iShares Russell 1000 Index (IWB) | 0.2 | $428k | 2.6k | 164.62 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $428k | 8.5k | 50.60 | |
Mplx (MPLX) | 0.2 | $424k | 15k | 28.03 | |
Celanese Corporation (CE) | 0.2 | $408k | 3.3k | 122.16 | |
Microsoft Corporation (MSFT) | 0.2 | $393k | 2.8k | 139.16 | |
Oneok (OKE) | 0.2 | $385k | 5.2k | 73.67 | |
Clean Harbors (CLH) | 0.2 | $372k | 4.8k | 77.26 | |
Vanguard Extended Market ETF (VXF) | 0.2 | $367k | 3.2k | 116.18 | |
iShares MSCI ACWI Index Fund (ACWI) | 0.2 | $353k | 4.8k | 73.79 | |
Invesco Currencyshares British Pound Sterling Trust etf (FXB) | 0.2 | $348k | 2.9k | 119.34 | |
Masco Corporation (MAS) | 0.2 | $315k | 7.6k | 41.65 | |
Paypal Holdings (PYPL) | 0.2 | $316k | 3.1k | 103.47 | |
Berkshire Hathaway (BRK.A) | 0.2 | $312k | 1.00 | 312000.00 | |
Fb Finl (FBK) | 0.2 | $302k | 8.1k | 37.50 | |
Skyline Corporation (SKY) | 0.2 | $268k | 8.9k | 30.14 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.2 | $269k | 4.8k | 55.62 | |
Schwab Strategic Tr 0 (SCHP) | 0.2 | $272k | 4.8k | 56.68 | |
Ford Motor Company (F) | 0.1 | $245k | 27k | 9.16 | |
Goldman Sachs (GS) | 0.1 | $240k | 1.2k | 207.25 | |
Visa (V) | 0.1 | $233k | 1.4k | 172.34 | |
Marten Transport (MRTN) | 0.1 | $244k | 12k | 20.79 | |
Main Street Capital Corporation (MAIN) | 0.1 | $230k | 5.3k | 43.18 | |
Home Ban (HBCP) | 0.1 | $214k | 5.5k | 39.06 | |
Eastman Kodak (KODK) | 0.1 | $224k | 85k | 2.64 | |
Nuveen Quality Pref. Inc. Fund II | 0.1 | $142k | 14k | 9.84 | |
Western Asst High Incm Opprtnty Fnd (HIO) | 0.1 | $77k | 15k | 5.06 | |
Nokia Corporation (NOK) | 0.0 | $52k | 10k | 5.10 | |
Ampio Pharmaceuticals | 0.0 | $28k | 56k | 0.50 | |
Aqua Metals (AQMS) | 0.0 | $17k | 10k | 1.70 | |
Rosehill Resources Inc - A warrant | 0.0 | $2.0k | 10k | 0.20 |