Howe and Rusling as of Sept. 30, 2011
Portfolio Holdings for Howe and Rusling
Howe and Rusling holds 120 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
International Business Machines (IBM) | 4.8 | $13M | 72k | 174.86 | |
V.F. Corporation (VFC) | 3.5 | $9.3M | 77k | 121.52 | |
Chevron Corporation (CVX) | 3.5 | $9.2M | 99k | 92.59 | |
ConocoPhillips (COP) | 3.4 | $8.9M | 141k | 63.32 | |
Microsoft Corporation (MSFT) | 3.0 | $7.9M | 319k | 24.89 | |
Oracle Corporation (ORCL) | 3.0 | $7.8M | 272k | 28.74 | |
Vanguard Emerging Markets ETF (VWO) | 2.7 | $7.1M | 197k | 35.83 | |
Pepsi (PEP) | 2.7 | $7.0M | 114k | 61.90 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.5 | $6.6M | 125k | 52.76 | |
Philip Morris International (PM) | 2.5 | $6.5M | 104k | 62.38 | |
United Technologies Corporation | 2.4 | $6.2M | 88k | 70.36 | |
Apple (AAPL) | 2.2 | $5.8M | 15k | 381.30 | |
TJX Companies (TJX) | 2.2 | $5.7M | 102k | 55.48 | |
Diageo (DEO) | 2.1 | $5.6M | 73k | 75.93 | |
Westpac Banking Corporation | 2.1 | $5.5M | 57k | 96.06 | |
Franklin Resources (BEN) | 2.1 | $5.5M | 57k | 95.64 | |
WellPoint | 2.1 | $5.5M | 84k | 65.28 | |
Moody's Corporation (MCO) | 2.0 | $5.2M | 170k | 30.45 | |
Laboratory Corp. of America Holdings | 2.0 | $5.1M | 65k | 79.04 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 2.0 | $5.1M | 145k | 35.61 | |
Gilead Sciences (GILD) | 1.9 | $5.0M | 128k | 38.80 | |
Norfolk Southern (NSC) | 1.9 | $4.9M | 80k | 61.02 | |
Via | 1.8 | $4.6M | 119k | 38.74 | |
Stanley Black & Decker (SWK) | 1.7 | $4.6M | 93k | 49.10 | |
Caterpillar (CAT) | 1.7 | $4.3M | 59k | 73.85 | |
Market Vectors Gold Miners ETF | 1.7 | $4.4M | 79k | 55.19 | |
AFLAC Incorporated (AFL) | 1.6 | $4.3M | 122k | 34.95 | |
Medtronic | 1.6 | $4.3M | 129k | 33.24 | |
Discover Financial Services (DFS) | 1.6 | $4.2M | 183k | 22.94 | |
Spdr S&p 500 Etf (SPY) | 1.5 | $3.9M | 35k | 113.16 | |
NetEase (NTES) | 1.5 | $3.9M | 103k | 38.16 | |
Pfizer (PFE) | 1.3 | $3.3M | 189k | 17.68 | |
McDonald's Corporation (MCD) | 1.2 | $3.1M | 35k | 87.81 | |
Ford Motor Company (F) | 1.1 | $2.9M | 302k | 9.67 | |
Freeport-McMoRan Copper & Gold (FCX) | 1.0 | $2.5M | 83k | 30.45 | |
Johnson & Johnson (JNJ) | 0.9 | $2.4M | 37k | 63.70 | |
Exxon Mobil Corporation (XOM) | 0.9 | $2.3M | 32k | 72.63 | |
Southern Company (SO) | 0.9 | $2.3M | 54k | 42.36 | |
Altria (MO) | 0.9 | $2.3M | 85k | 26.81 | |
Vanguard Total Stock Market ETF (VTI) | 0.9 | $2.2M | 39k | 57.73 | |
Industries N shs - a - (LYB) | 0.8 | $2.2M | 90k | 24.43 | |
Procter & Gamble Company (PG) | 0.8 | $2.1M | 34k | 63.19 | |
Southernsun Small Cap Fund | 0.7 | $1.9M | 107k | 17.52 | |
3M Company (MMM) | 0.7 | $1.8M | 25k | 71.77 | |
General Electric Company | 0.7 | $1.7M | 114k | 15.22 | |
Abbott Laboratories (ABT) | 0.7 | $1.7M | 33k | 51.13 | |
Eli Lilly & Co. (LLY) | 0.6 | $1.6M | 44k | 36.96 | |
PPG Industries (PPG) | 0.6 | $1.5M | 22k | 70.67 | |
Chubb Corporation | 0.6 | $1.5M | 25k | 60.00 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.6 | $1.4M | 29k | 48.75 | |
At&t (T) | 0.5 | $1.3M | 44k | 28.52 | |
iShares MSCI Canada Index (EWC) | 0.4 | $1.2M | 46k | 25.49 | |
McGraw-Hill Companies | 0.4 | $1.1M | 26k | 41.01 | |
SPDR Morgan Stanley Technology (XNTK) | 0.4 | $1.1M | 19k | 55.56 | |
Becton, Dickinson and (BDX) | 0.4 | $1.0M | 14k | 73.29 | |
Midcap Spdr Trust Series 1 untsr1 | 0.4 | $1.0M | 7.2k | 142.18 | |
Union Pacific Corporation (UNP) | 0.4 | $941k | 12k | 81.66 | |
Darling International (DAR) | 0.3 | $858k | 68k | 12.59 | |
Oge Energy Corp (OGE) | 0.3 | $829k | 17k | 47.79 | |
Trinity Industries (TRN) | 0.3 | $829k | 39k | 21.40 | |
Coca-Cola Company (KO) | 0.3 | $821k | 12k | 67.57 | |
Smithfield Foods | 0.3 | $790k | 41k | 19.49 | |
Centene Corporation (CNC) | 0.3 | $800k | 28k | 28.66 | |
URS Corporation | 0.3 | $776k | 26k | 29.67 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.3 | $785k | 15k | 51.92 | |
Tractor Supply Company (TSCO) | 0.3 | $749k | 12k | 62.52 | |
Dover Corporation (DOV) | 0.3 | $774k | 17k | 46.61 | |
H.J. Heinz Company | 0.3 | $751k | 15k | 50.46 | |
Polaris Industries (PII) | 0.3 | $748k | 15k | 49.97 | |
AGCO Corporation (AGCO) | 0.3 | $724k | 21k | 34.56 | |
Affiliated Managers (AMG) | 0.3 | $703k | 9.0k | 78.04 | |
Columbia Sportswear Company (COLM) | 0.3 | $683k | 15k | 46.42 | |
Paychex (PAYX) | 0.2 | $631k | 24k | 26.37 | |
GlaxoSmithKline | 0.2 | $640k | 16k | 41.32 | |
Vodafone Group Plc-sp | 0.2 | $632k | 25k | 25.65 | |
Koppers Holdings (KOP) | 0.2 | $643k | 25k | 25.60 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $628k | 10k | 61.36 | |
Wal-Mart Stores (WMT) | 0.2 | $599k | 12k | 51.86 | |
Middleby Corporation (MIDD) | 0.2 | $596k | 8.5k | 70.41 | |
Nordson Corporation (NDSN) | 0.2 | $591k | 15k | 39.76 | |
Kraft Foods | 0.2 | $573k | 17k | 33.56 | |
Chicago Bridge & Iron Company | 0.2 | $567k | 20k | 28.61 | |
Emerson Electric (EMR) | 0.2 | $555k | 13k | 41.33 | |
Intel Corporation (INTC) | 0.2 | $514k | 24k | 21.35 | |
Thor Industries (THO) | 0.2 | $496k | 22k | 22.17 | |
Sanderson Farms | 0.2 | $486k | 10k | 47.46 | |
Verizon Communications (VZ) | 0.2 | $413k | 11k | 36.82 | |
Anadarko Petroleum Corporation | 0.2 | $432k | 6.8k | 63.10 | |
BP (BP) | 0.1 | $396k | 11k | 36.04 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $387k | 11k | 35.07 | |
Bristol Myers Squibb (BMY) | 0.1 | $386k | 12k | 31.40 | |
Royal Dutch Shell | 0.1 | $360k | 5.9k | 61.44 | |
Hershey Company (HSY) | 0.1 | $355k | 6.0k | 59.17 | |
Cascade Corporation | 0.1 | $361k | 11k | 33.41 | |
iShares Dow Jones US Oil & Gas Exp. (IEO) | 0.1 | $378k | 7.4k | 51.12 | |
Allergan | 0.1 | $330k | 4.0k | 82.50 | |
Corning Incorporated (GLW) | 0.1 | $282k | 23k | 12.35 | |
Wells Fargo & Company (WFC) | 0.1 | $279k | 12k | 24.08 | |
Xerox Corporation | 0.1 | $287k | 41k | 6.97 | |
Investment Company Of America (AIVSX) | 0.1 | $298k | 12k | 24.72 | |
Costco Wholesale Corporation (COST) | 0.1 | $270k | 3.3k | 82.24 | |
Automatic Data Processing (ADP) | 0.1 | $270k | 5.7k | 47.16 | |
International Paper Company (IP) | 0.1 | $266k | 11k | 23.29 | |
E.I. du Pont de Nemours & Company | 0.1 | $262k | 6.6k | 39.92 | |
General Mills (GIS) | 0.1 | $264k | 6.9k | 38.49 | |
James River Coal Company | 0.1 | $249k | 39k | 6.37 | |
M&T Bank Corporation (MTB) | 0.1 | $216k | 3.1k | 69.93 | |
Walt Disney Company (DIS) | 0.1 | $204k | 6.8k | 30.16 | |
Johnson Controls | 0.1 | $207k | 7.9k | 26.34 | |
Amgen (AMGN) | 0.1 | $203k | 3.7k | 55.04 | |
Industrial SPDR (XLI) | 0.1 | $220k | 7.5k | 29.17 | |
EQUITABLE RES Inc Com Stk | 0.1 | $219k | 4.1k | 53.41 | |
Nokia Corporation (NOK) | 0.0 | $83k | 15k | 5.66 | |
Key (KEY) | 0.0 | $65k | 11k | 5.96 | |
Polyus Gold Intl - Spn Gdr | 0.0 | $41k | 13k | 3.06 | |
China Sunergy (CSUN) | 0.0 | $14k | 10k | 1.40 | |
Usec | 0.0 | $19k | 12k | 1.65 | |
Alstom (ALSMY) | 0.0 | $35k | 10k | 3.36 | |
Sea Containers (SEAOF) | 0.0 | $5.9k | 10k | 0.57 | |
Adzone Research Inc C ommon | 0.0 | $0 | 93k | 0.00 |