Integrity Asset Management as of Dec. 31, 2010
Portfolio Holdings for Integrity Asset Management
Integrity Asset Management holds 210 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Key Energy Services | 1.7 | $53M | 4.1M | 12.98 | |
Whitney Holding | 1.5 | $48M | 3.4M | 14.15 | |
Fairchild Semiconductor International | 1.5 | $47M | 3.0M | 15.61 | |
TreeHouse Foods (THS) | 1.3 | $42M | 830k | 51.09 | |
DiamondRock Hospitality Company (DRH) | 1.3 | $40M | 3.3M | 12.00 | |
Magellan Health Services | 1.2 | $38M | 803k | 47.28 | |
BE Aerospace | 1.1 | $36M | 968k | 37.03 | |
Parametric Technology | 1.1 | $36M | 1.6M | 22.53 | |
Baldor Electric Company | 1.1 | $36M | 563k | 63.04 | |
Carpenter Technology Corporation (CRS) | 1.1 | $34M | 852k | 40.24 | |
Cooper Companies | 1.1 | $34M | 606k | 56.34 | |
JDA Software | 1.1 | $33M | 1.2M | 28.00 | |
AMERIGROUP Corporation | 1.1 | $33M | 753k | 43.92 | |
Health Management Associates | 1.0 | $33M | 3.4M | 9.54 | |
Wintrust Financial Corporation (WTFC) | 1.0 | $31M | 928k | 33.03 | |
Berry Petroleum Company | 1.0 | $30M | 694k | 43.70 | |
National Penn Bancshares | 1.0 | $30M | 3.8M | 8.03 | |
Post Properties | 0.9 | $30M | 814k | 36.30 | |
Hanover Insurance (THG) | 0.9 | $29M | 624k | 46.72 | |
First Financial Ban (FFBC) | 0.9 | $29M | 1.5M | 18.48 | |
Developers Diversified Realty | 0.9 | $29M | 2.0M | 14.09 | |
Schnitzer Steel Industries (RDUS) | 0.9 | $28M | 418k | 66.39 | |
Solutia | 0.9 | $28M | 1.2M | 23.08 | |
Innophos Holdings | 0.9 | $28M | 769k | 36.08 | |
Susquehanna Bancshares | 0.9 | $27M | 2.8M | 9.68 | |
Sunstone Hotel Investors (SHO) | 0.9 | $27M | 2.6M | 10.33 | |
Crane | 0.8 | $27M | 650k | 41.07 | |
Integrated Device Technology | 0.8 | $27M | 4.0M | 6.66 | |
Petroleum Development Corporation | 0.8 | $27M | 638k | 42.25 | |
Tenne | 0.8 | $27M | 645k | 41.16 | |
Actuant Corporation | 0.8 | $26M | 991k | 26.62 | |
El Paso Electric Company | 0.8 | $26M | 949k | 27.53 | |
Complete Production Services | 0.8 | $26M | 877k | 29.55 | |
OfficeMax Incorporated | 0.8 | $26M | 1.5M | 17.70 | |
Gaylord Entertainment Company | 0.8 | $25M | 702k | 35.94 | |
U-Store-It Trust | 0.8 | $25M | 2.6M | 9.53 | |
New Jersey Resources Corporation (NJR) | 0.8 | $24M | 561k | 43.11 | |
Rockwood Holdings | 0.8 | $24M | 625k | 39.12 | |
Inland Real Estate Corporation | 0.8 | $24M | 2.8M | 8.80 | |
Trustmark Corporation (TRMK) | 0.8 | $24M | 962k | 24.84 | |
TTM Technologies (TTMI) | 0.8 | $24M | 1.6M | 14.92 | |
Ida (IDA) | 0.7 | $23M | 632k | 36.98 | |
Old Dominion Freight Line (ODFL) | 0.7 | $23M | 727k | 31.99 | |
PNM Resources (TXNM) | 0.7 | $23M | 1.8M | 13.02 | |
CEC Entertainment | 0.7 | $23M | 595k | 38.83 | |
Plexus (PLXS) | 0.7 | $23M | 740k | 30.94 | |
Cleco Corporation | 0.7 | $23M | 744k | 30.76 | |
Tetra Tech (TTEK) | 0.7 | $22M | 892k | 25.06 | |
Dycom Industries (DY) | 0.7 | $23M | 1.5M | 14.75 | |
Aar (AIR) | 0.7 | $22M | 815k | 27.47 | |
Highwoods Properties (HIW) | 0.7 | $22M | 693k | 31.85 | |
Consolidated Graphics | 0.7 | $22M | 449k | 48.43 | |
Waddell & Reed Financial | 0.7 | $22M | 611k | 35.29 | |
Lawson Software | 0.7 | $22M | 2.3M | 9.25 | |
Stage Stores | 0.7 | $21M | 1.2M | 17.34 | |
Ceradyne | 0.7 | $21M | 671k | 31.53 | |
Ruddick Corporation | 0.7 | $21M | 575k | 36.84 | |
Lexington Realty Trust (LXP) | 0.7 | $21M | 2.6M | 7.95 | |
Western Alliance Bancorporation (WAL) | 0.7 | $21M | 2.8M | 7.36 | |
Kodiak Oil & Gas | 0.7 | $21M | 3.1M | 6.60 | |
World Acceptance (WRLD) | 0.6 | $20M | 381k | 52.80 | |
Education Realty Trust | 0.6 | $20M | 2.6M | 7.77 | |
Ryland | 0.6 | $19M | 1.1M | 17.03 | |
King Pharmaceuticals | 0.6 | $19M | 1.4M | 14.05 | |
Comtech Telecomm (CMTL) | 0.6 | $19M | 691k | 27.76 | |
Lufkin Industries | 0.6 | $19M | 309k | 62.39 | |
National Retail Properties (NNN) | 0.6 | $19M | 721k | 26.50 | |
Northeast Utilities System | 0.6 | $19M | 594k | 31.88 | |
Emcor (EME) | 0.6 | $19M | 650k | 28.98 | |
Invacare Corporation | 0.6 | $19M | 632k | 30.16 | |
Sapient Corporation | 0.6 | $19M | 1.6M | 12.10 | |
Zions Bancorporation (ZION) | 0.6 | $19M | 788k | 24.23 | |
Vectren Corporation | 0.6 | $19M | 741k | 25.38 | |
LifePoint Hospitals | 0.6 | $18M | 497k | 36.75 | |
Penn National Gaming (PENN) | 0.6 | $18M | 517k | 35.15 | |
UGI Corporation (UGI) | 0.6 | $18M | 581k | 31.58 | |
Atlas Air Worldwide Holdings | 0.6 | $18M | 325k | 55.83 | |
Mentor Graphics Corporation | 0.6 | $18M | 1.5M | 12.00 | |
Wabash National Corporation (WNC) | 0.6 | $18M | 1.5M | 11.85 | |
Cooper Tire & Rubber Company | 0.6 | $17M | 737k | 23.58 | |
Helix Energy Solutions (HLX) | 0.6 | $17M | 1.4M | 12.14 | |
Tekelec | 0.6 | $18M | 1.5M | 11.91 | |
Hexcel Corporation (HXL) | 0.6 | $17M | 955k | 18.09 | |
Genes (GCO) | 0.5 | $17M | 458k | 37.49 | |
Robbins & Myers | 0.5 | $17M | 466k | 35.78 | |
ABM Industries (ABM) | 0.5 | $16M | 623k | 26.30 | |
Arch Capital Group (ACGL) | 0.5 | $17M | 187k | 88.05 | |
Diodes Incorporated (DIOD) | 0.5 | $16M | 605k | 26.99 | |
RTI International Metals | 0.5 | $17M | 611k | 26.98 | |
Associated Estates Realty Corporation | 0.5 | $16M | 1.1M | 15.29 | |
Wisconsin Energy Corporation | 0.5 | $16M | 268k | 58.86 | |
Radian (RDN) | 0.5 | $15M | 1.9M | 8.07 | |
Benchmark Electronics (BHE) | 0.5 | $16M | 855k | 18.16 | |
Fulton Financial (FULT) | 0.5 | $15M | 1.4M | 10.34 | |
PacWest Ban | 0.5 | $15M | 695k | 21.38 | |
Jones Group | 0.5 | $15M | 949k | 15.54 | |
Cracker Barrel Old Country Store (CBRL) | 0.5 | $14M | 264k | 54.77 | |
Universal Health Services (UHS) | 0.5 | $15M | 333k | 43.42 | |
Casey's General Stores (CASY) | 0.5 | $15M | 341k | 42.51 | |
Cardinal Financial Corporation | 0.5 | $14M | 1.2M | 11.63 | |
Rli (RLI) | 0.5 | $14M | 268k | 52.57 | |
Genesee & Wyoming | 0.5 | $14M | 271k | 52.95 | |
Greenbrier Companies (GBX) | 0.5 | $14M | 675k | 20.99 | |
Washington Real Estate Investment Trust (ELME) | 0.4 | $14M | 445k | 30.99 | |
BioMed Realty Trust | 0.4 | $14M | 740k | 18.65 | |
Callaway Golf Company (MODG) | 0.4 | $14M | 1.7M | 8.07 | |
FPIC Insurance | 0.4 | $14M | 366k | 36.96 | |
Mueller Water Products (MWA) | 0.4 | $14M | 3.2M | 4.17 | |
Ingram Micro | 0.4 | $14M | 713k | 19.09 | |
Quaker Chemical Corporation (KWR) | 0.4 | $14M | 325k | 41.67 | |
Health Net | 0.4 | $13M | 471k | 27.29 | |
Pennsylvania R.E.I.T. | 0.4 | $13M | 883k | 14.53 | |
Albemarle Corporation (ALB) | 0.4 | $13M | 232k | 55.78 | |
TRW Automotive Holdings | 0.4 | $13M | 237k | 52.70 | |
Celanese Corporation (CE) | 0.4 | $13M | 310k | 41.17 | |
Wyndham Worldwide Corporation | 0.4 | $12M | 409k | 29.96 | |
Key (KEY) | 0.4 | $12M | 1.4M | 8.85 | |
Newpark Resources (NR) | 0.4 | $12M | 2.0M | 6.16 | |
PerkinElmer (RVTY) | 0.4 | $12M | 446k | 25.82 | |
MGIC Investment (MTG) | 0.3 | $11M | 1.1M | 10.19 | |
Photronics (PLAB) | 0.3 | $11M | 1.9M | 5.91 | |
Aviat Networks | 0.3 | $11M | 2.2M | 5.07 | |
Spirit AeroSystems Holdings (SPR) | 0.3 | $11M | 531k | 20.81 | |
Avid Technology | 0.3 | $11M | 617k | 17.46 | |
American Financial (AFG) | 0.3 | $11M | 335k | 32.29 | |
Amtrust Financial Services | 0.3 | $11M | 613k | 17.50 | |
Cedar Shopping Centers | 0.3 | $10M | 1.7M | 6.29 | |
CMS Energy Corporation (CMS) | 0.3 | $10M | 548k | 18.60 | |
Joy Global | 0.3 | $10M | 115k | 86.74 | |
Whiting Petroleum Corporation | 0.3 | $10M | 87k | 117.18 | |
Gannett | 0.3 | $9.8M | 652k | 15.09 | |
Kindred Healthcare | 0.3 | $9.7M | 527k | 18.37 | |
ICU Medical, Incorporated (ICUI) | 0.3 | $9.6M | 264k | 36.50 | |
Aeroflex Holding | 0.3 | $9.6M | 587k | 16.45 | |
Entercom Communications | 0.3 | $9.6M | 828k | 11.58 | |
Colonial Properties Trust | 0.3 | $9.6M | 530k | 18.05 | |
UIL Holdings Corporation | 0.3 | $9.5M | 317k | 29.96 | |
Worthington Industries (WOR) | 0.3 | $9.5M | 517k | 18.40 | |
Medicis Pharmaceutical Corporation | 0.3 | $9.2M | 344k | 26.79 | |
RC2 Corporation | 0.3 | $9.0M | 416k | 21.77 | |
NV Energy | 0.3 | $9.3M | 660k | 14.05 | |
Standex Int'l (SXI) | 0.3 | $9.2M | 309k | 29.91 | |
Genworth Financial (GNW) | 0.3 | $8.7M | 664k | 13.14 | |
American Eagle Outfitters (AEO) | 0.3 | $8.7M | 592k | 14.63 | |
MDU Resources (MDU) | 0.3 | $8.5M | 419k | 20.27 | |
Hldgs (UAL) | 0.3 | $8.2M | 344k | 23.82 | |
Isle of Capri Casinos | 0.2 | $7.6M | 748k | 10.22 | |
Cincinnati Bell | 0.2 | $7.7M | 2.8M | 2.80 | |
Great Lakes Dredge & Dock Corporation (GLDD) | 0.2 | $7.4M | 1.0M | 7.37 | |
ArvinMeritor | 0.2 | $7.2M | 351k | 20.52 | |
Health Care REIT | 0.2 | $7.4M | 155k | 47.63 | |
Pacific Continental Corporation | 0.2 | $7.2M | 718k | 10.06 | |
PAETEC Holding | 0.2 | $7.2M | 1.9M | 3.74 | |
OMNOVA Solutions | 0.2 | $6.9M | 831k | 8.36 | |
Veeco Instruments (VECO) | 0.2 | $7.0M | 163k | 42.96 | |
Express | 0.2 | $7.1M | 377k | 18.80 | |
Uranium Energy (UEC) | 0.2 | $6.9M | 1.1M | 6.04 | |
Federal Realty Inv. Trust | 0.2 | $6.5M | 83k | 77.92 | |
Del Monte Foods Company | 0.2 | $5.2M | 274k | 18.80 | |
D.R. Horton (DHI) | 0.2 | $5.2M | 433k | 11.93 | |
Cogdell Spencer | 0.2 | $5.0M | 858k | 5.80 | |
HCP | 0.2 | $5.1M | 138k | 36.79 | |
Continental Resources | 0.1 | $4.8M | 82k | 58.84 | |
Qwest Communications International | 0.1 | $4.7M | 615k | 7.61 | |
Lincoln National Corporation (LNC) | 0.1 | $4.3M | 155k | 27.81 | |
Comerica Incorporated (CMA) | 0.1 | $4.3M | 102k | 42.24 | |
Parker-Hannifin Corporation (PH) | 0.1 | $4.5M | 52k | 86.29 | |
Forest Laboratories | 0.1 | $4.5M | 139k | 31.98 | |
Edison International (EIX) | 0.1 | $4.4M | 113k | 38.60 | |
Bravo Brio Restaurant | 0.1 | $4.3M | 225k | 19.17 | |
Xcel Energy (XEL) | 0.1 | $4.1M | 174k | 23.54 | |
Stanley Black & Decker (SWK) | 0.1 | $3.8M | 57k | 66.86 | |
Equity Residential (EQR) | 0.1 | $3.8M | 73k | 51.94 | |
CenturyLink | 0.1 | $3.9M | 84k | 46.17 | |
CIGNA Corporation | 0.1 | $3.9M | 106k | 36.65 | |
First Horizon National Corporation (FHN) | 0.1 | $3.7M | 310k | 11.78 | |
ITT Corporation | 0.1 | $3.7M | 72k | 52.11 | |
Weatherford International Lt reg | 0.1 | $3.6M | 160k | 22.80 | |
Ameriprise Financial (AMP) | 0.1 | $3.4M | 58k | 57.53 | |
CBS Corporation | 0.1 | $3.5M | 182k | 19.05 | |
Eaton Corporation | 0.1 | $3.6M | 36k | 101.50 | |
Unum (UNM) | 0.1 | $3.5M | 143k | 24.22 | |
Xerox Corporation | 0.1 | $3.3M | 288k | 11.52 | |
Fifth Third Ban (FITB) | 0.1 | $3.4M | 231k | 14.68 | |
Smithfield Foods | 0.1 | $3.4M | 166k | 20.63 | |
Watson Pharmaceuticals | 0.1 | $3.6M | 69k | 51.64 | |
BMC Software | 0.1 | $3.2M | 68k | 47.14 | |
Newfield Exploration | 0.1 | $3.1M | 43k | 72.10 | |
Dr Pepper Snapple | 0.1 | $3.1M | 87k | 35.15 | |
Sempra Energy (SRE) | 0.1 | $3.0M | 57k | 52.47 | |
Seacoast Banking Corporation of Florida | 0.1 | $2.9M | 2.0M | 1.46 | |
Affiliated Managers (AMG) | 0.1 | $2.7M | 27k | 99.20 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $3.0M | 73k | 40.81 | |
Spectra Energy | 0.1 | $2.9M | 115k | 24.98 | |
Boston Scientific Corporation (BSX) | 0.1 | $2.8M | 372k | 7.57 | |
Macy's (M) | 0.1 | $2.8M | 112k | 25.29 | |
WABCO Holdings | 0.1 | $2.8M | 46k | 60.91 | |
J.M. Smucker Company (SJM) | 0.1 | $2.8M | 42k | 65.64 | |
Invesco (IVZ) | 0.1 | $2.8M | 116k | 24.06 | |
FMC Corporation (FMC) | 0.1 | $2.8M | 35k | 79.87 | |
Kansas City Southern | 0.1 | $3.0M | 62k | 47.85 | |
Xl Group | 0.1 | $2.7M | 123k | 21.81 | |
J.C. Penney Company | 0.1 | $2.7M | 83k | 32.31 | |
Seagate Technology Com Stk | 0.1 | $2.6M | 172k | 15.03 | |
Janus Capital | 0.1 | $2.2M | 170k | 12.97 | |
Lorillard | 0.1 | $2.2M | 27k | 82.03 | |
General Growth Properties | 0.1 | $2.2M | 142k | 15.48 | |
MB Financial | 0.0 | $1.2M | 71k | 17.31 | |
Media General | 0.0 | $1.2M | 207k | 5.78 | |
Cameron International Corporation | 0.0 | $403k | 8.0k | 50.68 |