Salem Capital Management as of Sept. 30, 2018
Portfolio Holdings for Salem Capital Management
Salem Capital Management holds 70 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 6.3 | $12M | 103k | 114.37 | |
Dowdupont | 5.0 | $9.3M | 145k | 64.31 | |
Cisco Systems (CSCO) | 4.8 | $9.0M | 185k | 48.65 | |
Honeywell International (HON) | 4.8 | $8.9M | 54k | 164.55 | |
Bank of America Corporation (BAC) | 4.6 | $8.6M | 292k | 29.46 | |
Johnson & Johnson (JNJ) | 4.3 | $8.1M | 59k | 138.17 | |
Intel Corporation (INTC) | 4.3 | $8.0M | 169k | 47.29 | |
Merck & Co (MRK) | 4.2 | $7.9M | 111k | 70.94 | |
Weyerhaeuser Company (WY) | 4.2 | $7.8M | 241k | 32.27 | |
Corning Incorporated (GLW) | 4.0 | $7.5M | 211k | 35.30 | |
Pfizer (PFE) | 4.0 | $7.5M | 170k | 44.07 | |
International Paper Company (IP) | 3.5 | $6.7M | 135k | 49.15 | |
Lowe's Companies (LOW) | 3.1 | $5.8M | 50k | 114.82 | |
Occidental Petroleum Corporation (OXY) | 2.8 | $5.2M | 63k | 82.17 | |
Devon Energy Corporation (DVN) | 2.4 | $4.5M | 113k | 39.94 | |
Verizon Communications (VZ) | 2.4 | $4.4M | 83k | 53.39 | |
Procter & Gamble Company (PG) | 2.2 | $4.2M | 51k | 83.24 | |
Westrock (WRK) | 2.2 | $4.1M | 77k | 53.44 | |
At&t (T) | 2.2 | $4.1M | 122k | 33.58 | |
NCR Corporation (VYX) | 1.9 | $3.5M | 122k | 28.41 | |
Koninklijke Philips Electronics NV (PHG) | 1.8 | $3.3M | 73k | 45.51 | |
Halliburton Company (HAL) | 1.5 | $2.8M | 70k | 40.53 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.7M | 24k | 112.84 | |
Marathon Oil Corporation (MRO) | 1.4 | $2.6M | 110k | 23.28 | |
Paypal Holdings (PYPL) | 1.4 | $2.5M | 29k | 87.82 | |
Goodyear Tire & Rubber Company (GT) | 1.3 | $2.4M | 104k | 23.39 | |
Cooper Tire & Rubber Company | 1.3 | $2.4M | 86k | 28.30 | |
Wells Fargo & Company (WFC) | 1.3 | $2.4M | 45k | 52.55 | |
Costco Wholesale Corporation (COST) | 1.2 | $2.3M | 9.7k | 234.86 | |
Schlumberger (SLB) | 1.1 | $2.1M | 34k | 60.91 | |
Abbott Laboratories (ABT) | 0.9 | $1.7M | 24k | 73.38 | |
Anadarko Petroleum Corporation | 0.9 | $1.7M | 26k | 67.43 | |
3M Company (MMM) | 0.8 | $1.4M | 6.8k | 210.77 | |
Paychex (PAYX) | 0.8 | $1.4M | 19k | 73.64 | |
CVS Caremark Corporation (CVS) | 0.6 | $1.1M | 14k | 78.71 | |
Home Depot (HD) | 0.6 | $1.1M | 5.3k | 207.17 | |
Chevron Corporation (CVX) | 0.6 | $1.0M | 8.4k | 122.28 | |
Exxon Mobil Corporation (XOM) | 0.5 | $915k | 11k | 84.99 | |
EOG Resources (EOG) | 0.5 | $912k | 7.2k | 127.55 | |
Novartis (NVS) | 0.5 | $863k | 10k | 86.14 | |
Colgate-Palmolive Company (CL) | 0.5 | $854k | 13k | 66.98 | |
FedEx Corporation (FDX) | 0.4 | $807k | 3.4k | 240.90 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $783k | 6.9k | 113.64 | |
Stryker Corporation (SYK) | 0.3 | $649k | 3.7k | 177.81 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $609k | 7.3k | 83.14 | |
National Fuel Gas (NFG) | 0.3 | $602k | 11k | 56.08 | |
Eli Lilly & Co. (LLY) | 0.3 | $579k | 5.4k | 107.36 | |
Analog Devices (ADI) | 0.3 | $581k | 6.3k | 92.38 | |
Abbvie (ABBV) | 0.3 | $541k | 5.7k | 94.50 | |
AvalonBay Communities (AVB) | 0.3 | $483k | 2.7k | 181.31 | |
Paccar (PCAR) | 0.3 | $484k | 7.1k | 68.17 | |
Japan Smaller Capitalizaion Fund (JOF) | 0.2 | $459k | 42k | 11.06 | |
PNC Financial Services (PNC) | 0.2 | $435k | 3.2k | 136.15 | |
Apple (AAPL) | 0.2 | $435k | 1.9k | 225.97 | |
Automatic Data Processing (ADP) | 0.2 | $407k | 2.7k | 150.74 | |
International Business Machines (IBM) | 0.2 | $420k | 2.8k | 151.30 | |
United Technologies Corporation | 0.2 | $367k | 2.6k | 139.70 | |
Union Pacific Corporation (UNP) | 0.2 | $358k | 2.2k | 162.73 | |
Unilever (UL) | 0.2 | $348k | 6.3k | 54.92 | |
ConocoPhillips (COP) | 0.2 | $310k | 4.0k | 77.50 | |
Cintas Corporation (CTAS) | 0.1 | $257k | 1.3k | 197.69 | |
Duke Energy (DUK) | 0.1 | $255k | 3.2k | 80.04 | |
Bank of New York Mellon Corporation (BK) | 0.1 | $224k | 4.4k | 50.91 | |
SYSCO Corporation (SYY) | 0.1 | $226k | 3.1k | 73.12 | |
Amgen (AMGN) | 0.1 | $228k | 1.1k | 207.27 | |
Dover Corporation (DOV) | 0.1 | $226k | 2.6k | 88.63 | |
Louisiana Cent master (LCNTU) | 0.1 | $219k | 225.00 | 973.33 | |
General Mills (GIS) | 0.1 | $213k | 5.0k | 42.86 | |
Nextera Energy (NEE) | 0.1 | $209k | 1.2k | 167.60 | |
Southern Company (SO) | 0.1 | $207k | 4.8k | 43.58 |