San Francisco Sentry Investment as of March 31, 2017
Portfolio Holdings for San Francisco Sentry Investment
San Francisco Sentry Investment holds 196 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Caterpillar (CAT) | 7.0 | $13M | 138k | 92.76 | |
Apple (AAPL) | 5.4 | $9.8M | 68k | 143.66 | |
Visa (V) | 3.0 | $5.4M | 60k | 88.87 | |
Alphabet Inc Class A cs (GOOGL) | 2.6 | $4.8M | 5.6k | 847.81 | |
Alphabet Inc Class C cs (GOOG) | 2.0 | $3.7M | 4.4k | 829.54 | |
Amazon (AMZN) | 1.8 | $3.2M | 3.6k | 886.59 | |
Walt Disney Company (DIS) | 1.7 | $3.1M | 28k | 113.38 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $2.9M | 33k | 87.85 | |
Comcast Corporation (CMCSA) | 1.6 | $2.9M | 77k | 37.59 | |
Facebook Inc cl a (META) | 1.6 | $2.9M | 20k | 142.07 | |
Chevron Corporation (CVX) | 1.6 | $2.8M | 27k | 107.39 | |
Honeywell International (HON) | 1.6 | $2.9M | 23k | 124.85 | |
Illinois Tool Works (ITW) | 1.5 | $2.7M | 21k | 132.46 | |
Johnson & Johnson (JNJ) | 1.4 | $2.5M | 20k | 124.57 | |
Microsoft Corporation (MSFT) | 1.4 | $2.5M | 38k | 65.85 | |
Home Depot (HD) | 1.4 | $2.5M | 17k | 146.85 | |
Pepsi (PEP) | 1.4 | $2.5M | 22k | 111.87 | |
Danaher Corporation (DHR) | 1.2 | $2.2M | 26k | 85.51 | |
Celgene Corporation | 1.1 | $2.1M | 17k | 124.43 | |
Union Pacific Corporation (UNP) | 1.1 | $2.1M | 20k | 105.93 | |
United Technologies Corporation | 1.1 | $2.0M | 18k | 112.23 | |
Boeing Company (BA) | 1.0 | $1.8M | 10k | 176.85 | |
Amgen (AMGN) | 0.9 | $1.7M | 10k | 164.06 | |
Halliburton Company (HAL) | 0.9 | $1.6M | 33k | 49.22 | |
Bank of America Corporation (BAC) | 0.9 | $1.6M | 67k | 23.59 | |
Costco Wholesale Corporation (COST) | 0.9 | $1.6M | 9.5k | 167.74 | |
American Water Works (AWK) | 0.9 | $1.6M | 20k | 77.76 | |
Nextera Energy (NEE) | 0.8 | $1.5M | 12k | 128.36 | |
Intel Corporation (INTC) | 0.8 | $1.5M | 42k | 36.07 | |
Phillips 66 (PSX) | 0.8 | $1.5M | 19k | 79.21 | |
Qualcomm (QCOM) | 0.8 | $1.5M | 26k | 57.35 | |
Starbucks Corporation (SBUX) | 0.8 | $1.5M | 25k | 58.40 | |
Procter & Gamble Company (PG) | 0.8 | $1.4M | 16k | 89.83 | |
American Tower Reit (AMT) | 0.8 | $1.4M | 12k | 121.58 | |
3M Company (MMM) | 0.8 | $1.4M | 7.2k | 191.36 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.8 | $1.4M | 4.7k | 293.33 | |
Cisco Systems (CSCO) | 0.7 | $1.3M | 38k | 33.80 | |
iShares Dow Jones US Medical Dev. (IHI) | 0.7 | $1.3M | 8.5k | 151.41 | |
CBS Corporation | 0.7 | $1.3M | 18k | 69.33 | |
Wells Fargo & Company (WFC) | 0.7 | $1.3M | 23k | 55.65 | |
Fortive (FTV) | 0.7 | $1.3M | 21k | 60.23 | |
Skyworks Solutions (SWKS) | 0.7 | $1.3M | 13k | 97.97 | |
MasterCard Incorporated (MA) | 0.7 | $1.2M | 11k | 112.50 | |
CVS Caremark Corporation (CVS) | 0.7 | $1.2M | 16k | 78.48 | |
UnitedHealth (UNH) | 0.7 | $1.2M | 7.4k | 164.05 | |
Walgreen Boots Alliance (WBA) | 0.7 | $1.2M | 15k | 83.02 | |
Materials SPDR (XLB) | 0.6 | $1.2M | 22k | 52.42 | |
Berkshire Hathaway (BRK.B) | 0.6 | $1.1M | 6.8k | 166.72 | |
NVIDIA Corporation (NVDA) | 0.6 | $1.1M | 10k | 108.96 | |
Activision Blizzard | 0.6 | $1.1M | 23k | 49.86 | |
Verizon Communications (VZ) | 0.6 | $1.1M | 22k | 48.73 | |
Netflix (NFLX) | 0.6 | $1.1M | 7.3k | 147.80 | |
Eastman Chemical Company (EMN) | 0.6 | $1.0M | 13k | 80.77 | |
Oracle Corporation (ORCL) | 0.6 | $1.0M | 23k | 44.61 | |
Magellan Midstream Partners | 0.6 | $1.0M | 14k | 76.93 | |
Coca-Cola Company (KO) | 0.6 | $993k | 23k | 42.42 | |
Simon Property (SPG) | 0.5 | $986k | 5.7k | 172.02 | |
Emerson Electric (EMR) | 0.5 | $962k | 16k | 59.86 | |
Nike (NKE) | 0.5 | $972k | 17k | 55.71 | |
UGI Corporation (UGI) | 0.5 | $969k | 20k | 49.41 | |
ConocoPhillips (COP) | 0.5 | $911k | 18k | 49.86 | |
International Business Machines (IBM) | 0.5 | $902k | 5.2k | 174.20 | |
Colgate-Palmolive Company (CL) | 0.5 | $876k | 12k | 73.16 | |
Agilent Technologies Inc C ommon (A) | 0.5 | $868k | 16k | 52.85 | |
SPDR S&P Homebuilders (XHB) | 0.5 | $846k | 23k | 37.22 | |
Schlumberger (SLB) | 0.4 | $796k | 10k | 78.09 | |
Lockheed Martin Corporation (LMT) | 0.4 | $767k | 2.9k | 267.79 | |
iShares Dow Jones US Consumer Ser. (IYC) | 0.4 | $770k | 4.8k | 160.92 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $748k | 5.7k | 130.18 | |
Lowe's Companies (LOW) | 0.4 | $743k | 9.0k | 82.17 | |
Whirlpool Corporation (WHR) | 0.4 | $725k | 4.2k | 171.39 | |
Altria (MO) | 0.4 | $732k | 10k | 71.46 | |
Merck & Co (MRK) | 0.4 | $729k | 12k | 63.50 | |
AvalonBay Communities (AVB) | 0.4 | $725k | 4.0k | 183.50 | |
Roper Industries (ROP) | 0.4 | $736k | 3.6k | 206.57 | |
Chubb (CB) | 0.4 | $730k | 5.4k | 136.17 | |
Universal Health Services (UHS) | 0.4 | $684k | 5.5k | 124.36 | |
Anthem (ELV) | 0.4 | $682k | 4.1k | 165.37 | |
General Electric Company | 0.4 | $673k | 23k | 29.81 | |
Bristol Myers Squibb (BMY) | 0.4 | $673k | 12k | 54.42 | |
iShares Dow Jones US Healthcare (IYH) | 0.4 | $675k | 4.3k | 155.67 | |
At&t (T) | 0.3 | $634k | 15k | 41.54 | |
Kraft Heinz (KHC) | 0.3 | $645k | 7.1k | 90.87 | |
iShares Dow Jones US Financial Svc. (IYG) | 0.3 | $594k | 5.4k | 109.19 | |
National Western Life (NWLI) | 0.3 | $608k | 2.0k | 304.00 | |
Square Inc cl a (SQ) | 0.3 | $606k | 35k | 17.29 | |
Enterprise Products Partners (EPD) | 0.3 | $587k | 21k | 27.62 | |
iShares S&P 500 Index (IVV) | 0.3 | $530k | 2.2k | 237.46 | |
Energy Select Sector SPDR (XLE) | 0.3 | $503k | 7.2k | 69.86 | |
Alerian Mlp Etf | 0.3 | $503k | 40k | 12.70 | |
Regeneron Pharmaceuticals (REGN) | 0.3 | $488k | 1.3k | 387.30 | |
EOG Resources (EOG) | 0.3 | $495k | 5.1k | 97.59 | |
ProShares Ultra Russell2000 (UWM) | 0.3 | $473k | 4.1k | 115.70 | |
People's United Financial | 0.2 | $448k | 25k | 18.22 | |
United Parcel Service (UPS) | 0.2 | $452k | 4.2k | 107.34 | |
Novartis (NVS) | 0.2 | $446k | 6.0k | 74.33 | |
Anadarko Petroleum Corporation | 0.2 | $456k | 7.4k | 62.02 | |
Applied Materials (AMAT) | 0.2 | $455k | 12k | 38.94 | |
Delta Air Lines (DAL) | 0.2 | $452k | 9.8k | 45.93 | |
SPDR S&P Dividend (SDY) | 0.2 | $461k | 5.2k | 88.21 | |
Annaly Capital Management | 0.2 | $441k | 40k | 11.11 | |
McDonald's Corporation (MCD) | 0.2 | $437k | 3.4k | 129.60 | |
Dow Chemical Company | 0.2 | $443k | 7.0k | 63.59 | |
Electronic Arts (EA) | 0.2 | $444k | 5.0k | 89.48 | |
Raytheon Company | 0.2 | $440k | 2.9k | 152.62 | |
Gilead Sciences (GILD) | 0.2 | $442k | 6.5k | 67.99 | |
iShares Russell 2000 Growth Index (IWO) | 0.2 | $431k | 2.7k | 161.73 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $442k | 4.3k | 103.88 | |
Cummins (CMI) | 0.2 | $410k | 2.7k | 151.24 | |
PG&E Corporation (PCG) | 0.2 | $412k | 6.2k | 66.42 | |
Oneok (OKE) | 0.2 | $396k | 7.2k | 55.38 | |
Consumer Discretionary SPDR (XLY) | 0.2 | $391k | 4.5k | 87.85 | |
iShares Dow Jones US Health Care (IHF) | 0.2 | $404k | 3.0k | 134.22 | |
Pimco CA Municipal Income Fund (PCQ) | 0.2 | $393k | 24k | 16.28 | |
Citigroup (C) | 0.2 | $403k | 6.7k | 59.75 | |
Target Corporation (TGT) | 0.2 | $380k | 6.9k | 55.23 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.2 | $384k | 4.0k | 96.36 | |
Corning Incorporated (GLW) | 0.2 | $372k | 14k | 27.03 | |
Exxon Mobil Corporation (XOM) | 0.2 | $360k | 4.4k | 81.95 | |
Sony Corporation (SONY) | 0.2 | $358k | 11k | 33.77 | |
Yum! Brands (YUM) | 0.2 | $367k | 5.8k | 63.83 | |
iShares Dow Jones US Utilities (IDU) | 0.2 | $357k | 2.8k | 128.42 | |
PowerShares DWA Technical Ldrs Pf | 0.2 | $371k | 8.2k | 45.24 | |
Vermilion Energy (VET) | 0.2 | $367k | 9.8k | 37.47 | |
First Trust DJ Internet Index Fund (FDN) | 0.2 | $349k | 4.0k | 88.06 | |
Ishares Tr usa min vo (USMV) | 0.2 | $353k | 7.4k | 47.66 | |
Microchip Technology (MCHP) | 0.2 | $336k | 4.5k | 73.91 | |
Southwest Airlines (LUV) | 0.2 | $321k | 6.0k | 53.84 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $324k | 1.6k | 206.63 | |
Dollar General (DG) | 0.2 | $333k | 4.8k | 69.67 | |
iShares Dow Jones US Energy Sector (IYE) | 0.2 | $328k | 8.5k | 38.52 | |
iShares Dow Jones US Financial (IYF) | 0.2 | $329k | 3.2k | 104.18 | |
iShares Dow Jones US Technology (IYW) | 0.2 | $332k | 2.5k | 135.12 | |
SPDR DJ Wilshire Large Cap Value (SPYV) | 0.2 | $327k | 2.9k | 112.76 | |
Ecolab (ECL) | 0.2 | $316k | 2.5k | 125.30 | |
Western Digital (WDC) | 0.2 | $302k | 3.7k | 82.63 | |
salesforce (CRM) | 0.2 | $306k | 3.7k | 82.41 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $310k | 3.4k | 91.04 | |
Nuveen California Municipal Value Fund (NCA) | 0.2 | $308k | 31k | 10.08 | |
Ishares Inc em mkt min vol (EEMV) | 0.2 | $313k | 5.9k | 53.46 | |
Ishares Inc core msci emkt (IEMG) | 0.2 | $315k | 6.6k | 47.76 | |
J P Morgan Exchange Traded F jpmorgan diver (JPUS) | 0.2 | $312k | 4.9k | 63.09 | |
Time Warner | 0.2 | $299k | 3.1k | 97.87 | |
Charles Schwab Corporation (SCHW) | 0.2 | $288k | 7.1k | 40.75 | |
FedEx Corporation (FDX) | 0.2 | $296k | 1.5k | 194.87 | |
E.I. du Pont de Nemours & Company | 0.2 | $288k | 3.6k | 80.36 | |
Marriott International (MAR) | 0.2 | $298k | 3.2k | 94.18 | |
Lam Research Corporation (LRCX) | 0.2 | $299k | 2.3k | 128.55 | |
iShares S&P MidCap 400 Index (IJH) | 0.2 | $296k | 1.7k | 171.40 | |
First Majestic Silver Corp (AG) | 0.2 | $295k | 36k | 8.12 | |
Express Scripts Holding | 0.2 | $287k | 4.3k | 65.99 | |
Sherwin-Williams Company (SHW) | 0.1 | $271k | 874.00 | 310.07 | |
Aetna | 0.1 | $265k | 2.1k | 127.77 | |
ProShares UltraPro S&P 500 (UPRO) | 0.1 | $270k | 2.8k | 96.09 | |
Kinder Morgan (KMI) | 0.1 | $265k | 12k | 21.75 | |
Devon Energy Corporation (DVN) | 0.1 | $255k | 6.1k | 41.76 | |
Brookfield Asset Management | 0.1 | $246k | 6.8k | 36.44 | |
Philip Morris International (PM) | 0.1 | $253k | 2.2k | 112.73 | |
Exelon Corporation (EXC) | 0.1 | $262k | 7.3k | 35.98 | |
SPDR Gold Trust (GLD) | 0.1 | $249k | 2.1k | 118.57 | |
KAR Auction Services (KAR) | 0.1 | $250k | 5.7k | 43.77 | |
Six Flags Entertainment (SIX) | 0.1 | $263k | 4.4k | 59.44 | |
iShares 10+ Year Credit Bond Fund ETF (IGLB) | 0.1 | $249k | 4.2k | 59.29 | |
Palo Alto Networks (PANW) | 0.1 | $262k | 2.3k | 112.69 | |
Leggett & Platt (LEG) | 0.1 | $232k | 4.6k | 50.38 | |
GlaxoSmithKline | 0.1 | $230k | 5.4k | 42.19 | |
Dr Pepper Snapple | 0.1 | $228k | 2.3k | 97.81 | |
Old Republic International Corporation (ORI) | 0.1 | $237k | 12k | 20.53 | |
Constellation Brands (STZ) | 0.1 | $245k | 1.5k | 161.93 | |
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $234k | 4.3k | 53.99 | |
Mondelez Int (MDLZ) | 0.1 | $241k | 5.6k | 43.10 | |
Goldman Sachs (GS) | 0.1 | $219k | 952.00 | 230.04 | |
Apache Corporation | 0.1 | $212k | 4.1k | 51.36 | |
Darden Restaurants (DRI) | 0.1 | $216k | 2.6k | 83.90 | |
Baidu (BIDU) | 0.1 | $223k | 1.3k | 172.20 | |
Macquarie Infrastructure Company | 0.1 | $216k | 2.7k | 80.50 | |
Middleby Corporation (MIDD) | 0.1 | $224k | 1.6k | 136.75 | |
Natus Medical | 0.1 | $216k | 5.5k | 39.24 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $226k | 4.1k | 54.58 | |
iShares Russell Microcap Index (IWC) | 0.1 | $218k | 2.6k | 85.49 | |
Keysight Technologies (KEYS) | 0.1 | $212k | 5.9k | 36.12 | |
Monster Beverage Corp (MNST) | 0.1 | $221k | 4.8k | 46.12 | |
Goldman Sachs Etf Tr (GSLC) | 0.1 | $221k | 4.7k | 46.82 | |
Wal-Mart Stores (WMT) | 0.1 | $207k | 2.9k | 72.18 | |
Pfizer (PFE) | 0.1 | $208k | 6.1k | 34.20 | |
Hanesbrands (HBI) | 0.1 | $201k | 9.7k | 20.81 | |
Royal Dutch Shell | 0.1 | $206k | 3.9k | 52.83 | |
Regal Entertainment | 0.1 | $200k | 8.9k | 22.53 | |
iShares Dow Jones Transport. Avg. (IYT) | 0.1 | $208k | 1.3k | 163.78 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.1 | $206k | 628.00 | 328.03 | |
Costamare (CMRE) | 0.1 | $165k | 25k | 6.65 | |
Donnelley R R & Sons Co when issued | 0.1 | $172k | 14k | 12.14 | |
Southwestern Energy Company | 0.1 | $128k | 16k | 8.18 | |
Nokia Corporation (NOK) | 0.1 | $114k | 21k | 5.43 | |
Synthetic Biologics | 0.0 | $16k | 25k | 0.64 | |
22nd Centy | 0.0 | $20k | 17k | 1.19 |