Solaris Asset Management as of March 31, 2014
Portfolio Holdings for Solaris Asset Management
Solaris Asset Management holds 220 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.4 | $4.9M | 9.2k | 536.70 | |
Industries N shs - a - (LYB) | 2.7 | $3.9M | 44k | 88.93 | |
Tractor Supply Company (TSCO) | 2.6 | $3.8M | 54k | 70.63 | |
CBS Corporation | 2.5 | $3.7M | 60k | 61.79 | |
IAC/InterActive | 2.5 | $3.6M | 51k | 71.39 | |
Discover Financial Services (DFS) | 2.4 | $3.5M | 61k | 58.20 | |
Wells Fargo & Company (WFC) | 2.4 | $3.5M | 70k | 49.74 | |
CVS Caremark Corporation (CVS) | 2.4 | $3.5M | 47k | 74.87 | |
Deluxe Corporation (DLX) | 2.4 | $3.5M | 67k | 52.47 | |
PNC Financial Services (PNC) | 2.3 | $3.4M | 39k | 86.99 | |
V.F. Corporation (VFC) | 2.3 | $3.4M | 55k | 61.89 | |
Aetna | 2.2 | $3.2M | 43k | 74.98 | |
Union Pacific Corporation (UNP) | 2.2 | $3.2M | 17k | 187.69 | |
E.I. du Pont de Nemours & Company | 2.1 | $3.1M | 46k | 67.11 | |
American International (AIG) | 2.1 | $3.1M | 61k | 50.02 | |
Citigroup (C) | 2.1 | $3.1M | 64k | 47.61 | |
Walt Disney Company (DIS) | 2.1 | $3.0M | 38k | 80.06 | |
Cintas Corporation (CTAS) | 2.0 | $3.0M | 50k | 59.62 | |
United Technologies Corporation | 2.0 | $2.9M | 25k | 116.85 | |
2.0 | $2.9M | 2.6k | 1114.47 | ||
Qualcomm (QCOM) | 2.0 | $2.9M | 37k | 78.85 | |
eBay (EBAY) | 2.0 | $2.9M | 52k | 55.24 | |
Mylan | 1.9 | $2.7M | 55k | 48.83 | |
Cerner Corporation | 1.8 | $2.6M | 46k | 56.26 | |
Adobe Systems Incorporated (ADBE) | 1.8 | $2.6M | 39k | 65.73 | |
Ecolab (ECL) | 1.7 | $2.4M | 23k | 107.98 | |
Teleflex Incorporated (TFX) | 1.7 | $2.4M | 22k | 107.23 | |
Time Warner | 1.6 | $2.3M | 35k | 65.34 | |
General Electric Company | 1.5 | $2.2M | 86k | 25.89 | |
ConocoPhillips (COP) | 1.5 | $2.2M | 32k | 70.37 | |
Gilead Sciences (GILD) | 1.4 | $2.1M | 29k | 70.87 | |
Charles Schwab Corporation (SCHW) | 1.4 | $2.1M | 76k | 27.32 | |
Ing Groep Nv equs | 1.2 | $1.7M | 67k | 24.99 | |
Dover Corporation (DOV) | 1.1 | $1.7M | 20k | 81.77 | |
Seadrill | 1.1 | $1.5M | 43k | 35.17 | |
Magellan Midstream Partners | 1.0 | $1.5M | 22k | 69.73 | |
Pfizer (PFE) | 1.0 | $1.4M | 44k | 32.13 | |
International Business Machines (IBM) | 0.9 | $1.4M | 7.0k | 192.45 | |
Ing Groep Nv Perp Hybrid eqfor | 0.9 | $1.3M | 51k | 25.54 | |
Maiden Holdings Ltd., 8.25% Ser A preferred | 0.9 | $1.3M | 50k | 25.64 | |
Plains All American Pipeline (PAA) | 0.8 | $1.2M | 22k | 55.13 | |
TJX Companies (TJX) | 0.8 | $1.2M | 20k | 60.67 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.8 | $1.1M | 28k | 39.79 | |
Murphy Oil Corporation (MUR) | 0.8 | $1.1M | 18k | 62.87 | |
Kansas City Southern | 0.7 | $1.1M | 11k | 102.09 | |
Kinder Morgan Energy Partners | 0.7 | $1.1M | 14k | 73.95 | |
Dillards Capital Trust (DDT) | 0.7 | $1.0M | 41k | 25.71 | |
Urstadt Biddle Properties | 0.7 | $1.0M | 58k | 17.73 | |
Kraft Foods | 0.7 | $999k | 18k | 56.12 | |
Energy Transfer Equity (ET) | 0.7 | $974k | 21k | 46.77 | |
Energy Transfer Partners | 0.7 | $935k | 17k | 53.81 | |
Jp Morgan Alerian Mlp Index | 0.6 | $923k | 20k | 46.56 | |
Barclays Bank | 0.6 | $847k | 33k | 25.67 | |
Hewlett-Packard Company | 0.5 | $784k | 24k | 32.36 | |
Canadian Pacific Railway | 0.5 | $766k | 5.1k | 150.34 | |
Noble Energy | 0.5 | $666k | 9.4k | 71.04 | |
Targa Resources Partners | 0.5 | $655k | 12k | 56.22 | |
Kimco Realty Corporation (KIM) | 0.4 | $627k | 29k | 21.88 | |
Hess (HES) | 0.4 | $568k | 6.9k | 82.92 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $562k | 5.9k | 95.25 | |
Discover Finl Svs | 0.4 | $569k | 23k | 24.54 | |
First Industrial Realty Trust (FR) | 0.4 | $557k | 29k | 19.32 | |
Sunoco Logistics Partners | 0.4 | $523k | 5.8k | 90.96 | |
Barclays Bank Plc Pfd. 6.625% p | 0.4 | $516k | 20k | 25.29 | |
Partnerre Ltd. 6.5% Perpetua | 0.3 | $499k | 20k | 24.89 | |
MarkWest Energy Partners | 0.3 | $482k | 7.4k | 65.36 | |
Enbridge Energy Partners | 0.3 | $478k | 18k | 27.38 | |
Amazon (AMZN) | 0.3 | $439k | 1.3k | 336.66 | |
Williams Partners | 0.3 | $440k | 8.6k | 50.99 | |
Partnerre | 0.3 | $420k | 16k | 26.50 | |
Enterprise Products Partners (EPD) | 0.3 | $395k | 5.7k | 69.27 | |
Autodesk (ADSK) | 0.2 | $355k | 7.2k | 49.13 | |
Nike (NKE) | 0.2 | $342k | 4.6k | 73.79 | |
Genesis Energy (GEL) | 0.2 | $351k | 6.5k | 54.21 | |
Roper Industries (ROP) | 0.2 | $330k | 2.5k | 133.33 | |
Crestwood Midstream Partners | 0.2 | $331k | 15k | 22.51 | |
Eli Lilly & Co. (LLY) | 0.2 | $324k | 5.5k | 58.91 | |
USD.001 Atlas Energy Lp ltd part | 0.2 | $325k | 7.5k | 43.07 | |
El Paso Pipeline Partners | 0.2 | $307k | 10k | 30.40 | |
Oneok Partners | 0.2 | $303k | 5.7k | 53.63 | |
Cimarex Energy | 0.2 | $310k | 2.6k | 119.23 | |
Access Midstream Partners, L.p | 0.2 | $309k | 5.4k | 57.49 | |
Cedar Fair | 0.2 | $289k | 5.7k | 50.93 | |
NuStar Energy | 0.2 | $280k | 5.1k | 54.90 | |
Weyerhaeuser Company (WY) | 0.2 | $244k | 8.3k | 29.40 | |
iShares S&P 500 Index (IVV) | 0.2 | $252k | 1.3k | 188.34 | |
Regency Energy Partners | 0.2 | $241k | 8.9k | 27.23 | |
Knowles (KN) | 0.2 | $253k | 8.0k | 31.55 | |
Barclays Bank | 0.2 | $227k | 8.8k | 25.94 | |
Enlink Midstream Ptrs | 0.2 | $225k | 7.4k | 30.41 | |
BE Aerospace | 0.1 | $200k | 2.3k | 86.96 | |
Pier 1 Imports | 0.1 | $210k | 11k | 18.92 | |
Chipotle Mexican Grill (CMG) | 0.1 | $199k | 350.00 | 568.57 | |
Dcp Midstream Partners | 0.1 | $200k | 4.0k | 50.00 | |
Ngl Energy Partners Lp Com Uni (NGL) | 0.1 | $205k | 5.5k | 37.44 | |
Extra Space Storage (EXR) | 0.1 | $175k | 3.6k | 48.61 | |
Comcast Corporation (CMCSA) | 0.1 | $153k | 3.1k | 50.16 | |
Johnson & Johnson (JNJ) | 0.1 | $139k | 1.4k | 98.44 | |
Merck & Co (MRK) | 0.1 | $141k | 2.5k | 56.97 | |
Kinder Morgan Management | 0.1 | $136k | 1.9k | 71.77 | |
Western Gas Partners | 0.1 | $132k | 2.0k | 66.00 | |
Martin Midstream Partners (MMLP) | 0.1 | $125k | 2.9k | 43.10 | |
American Assets Trust Inc reit (AAT) | 0.1 | $135k | 4.0k | 33.75 | |
Bristol Myers Squibb (BMY) | 0.1 | $114k | 2.2k | 51.82 | |
Atlas Pipeline Partners | 0.1 | $116k | 3.6k | 32.22 | |
Jazz Pharmaceuticals (JAZZ) | 0.1 | $114k | 825.00 | 138.18 | |
United Rentals (URI) | 0.1 | $104k | 1.1k | 94.55 | |
Spectra Energy Partners | 0.1 | $97k | 2.0k | 49.11 | |
Salix Pharmaceuticals | 0.1 | $104k | 1.0k | 104.00 | |
athenahealth | 0.1 | $96k | 600.00 | 160.00 | |
Cheniere Energy Partners (CQP) | 0.1 | $96k | 3.2k | 30.00 | |
Rose Rock Midstream | 0.1 | $104k | 2.5k | 41.60 | |
Yelp Inc cl a (YELP) | 0.1 | $96k | 1.3k | 76.80 | |
Summit Midstream Partners | 0.1 | $105k | 2.5k | 42.86 | |
StoneMor Partners | 0.1 | $89k | 3.6k | 25.07 | |
Western Alliance Bancorporation (WAL) | 0.1 | $91k | 3.7k | 24.59 | |
Sovran Self Storage | 0.1 | $81k | 1.1k | 73.64 | |
Old Dominion Freight Line (ODFL) | 0.1 | $83k | 1.5k | 56.77 | |
Greenbrier Companies (GBX) | 0.1 | $84k | 1.9k | 45.41 | |
Servicenow (NOW) | 0.1 | $85k | 1.4k | 59.94 | |
Mlp Qep Midstream Partners | 0.1 | $82k | 3.5k | 23.43 | |
Nu Skin Enterprises (NUS) | 0.1 | $68k | 825.00 | 82.42 | |
USG Corporation | 0.1 | $75k | 2.3k | 32.61 | |
Thor Industries (THO) | 0.1 | $79k | 1.3k | 60.77 | |
Strategic Hotels & Resorts | 0.1 | $70k | 6.9k | 10.22 | |
Iconix Brand | 0.1 | $69k | 1.8k | 39.43 | |
Rockwood Holdings | 0.1 | $76k | 1.0k | 74.15 | |
Urstadt Biddle Properties | 0.1 | $69k | 3.3k | 20.76 | |
SolarWinds | 0.1 | $66k | 1.6k | 42.58 | |
Verint Systems (VRNT) | 0.1 | $74k | 1.6k | 46.69 | |
Cubesmart (CUBE) | 0.1 | $69k | 4.0k | 17.25 | |
Smart Balance | 0.1 | $73k | 4.2k | 17.59 | |
American Express Company (AXP) | 0.0 | $54k | 600.00 | 90.00 | |
3M Company (MMM) | 0.0 | $54k | 400.00 | 135.00 | |
BancorpSouth | 0.0 | $57k | 2.3k | 25.05 | |
Cabela's Incorporated | 0.0 | $61k | 925.00 | 65.95 | |
Wolverine World Wide (WWW) | 0.0 | $51k | 1.8k | 28.33 | |
Buckeye Partners | 0.0 | $53k | 700.00 | 75.71 | |
WABCO Holdings | 0.0 | $53k | 500.00 | 106.00 | |
Prosperity Bancshares (PB) | 0.0 | $60k | 900.00 | 66.67 | |
Boardwalk Pipeline Partners | 0.0 | $62k | 4.6k | 13.48 | |
Hexcel Corporation (HXL) | 0.0 | $62k | 1.4k | 43.51 | |
Team Health Holdings | 0.0 | $51k | 1.2k | 44.35 | |
USD.001 Central Pacific Financial (CPF) | 0.0 | $55k | 2.7k | 20.37 | |
Prologis (PLD) | 0.0 | $61k | 1.5k | 40.67 | |
Banner Corp (BANR) | 0.0 | $61k | 1.5k | 41.36 | |
Ptc (PTC) | 0.0 | $60k | 1.7k | 35.29 | |
Crestwood Eqty Ptrns Lp equs | 0.0 | $65k | 4.7k | 13.83 | |
Microsoft Corporation (MSFT) | 0.0 | $41k | 1.0k | 41.00 | |
Coach | 0.0 | $50k | 1.0k | 50.00 | |
Legacy Reserves | 0.0 | $40k | 1.6k | 25.00 | |
Aqua America | 0.0 | $46k | 1.8k | 24.96 | |
Chart Industries (GTLS) | 0.0 | $48k | 600.00 | 80.00 | |
National Penn Bancshares | 0.0 | $48k | 4.6k | 10.43 | |
Stag Industrial (STAG) | 0.0 | $45k | 1.9k | 24.32 | |
Bbcn Ban | 0.0 | $45k | 2.6k | 17.31 | |
Compass Minerals International (CMP) | 0.0 | $29k | 350.00 | 82.86 | |
Boston Scientific Corporation (BSX) | 0.0 | $27k | 2.0k | 13.50 | |
Manitowoc Company | 0.0 | $31k | 1.0k | 31.00 | |
NuStar GP Holdings | 0.0 | $24k | 700.00 | 34.29 | |
Rosetta Resources | 0.0 | $30k | 650.00 | 46.15 | |
Oneok (OKE) | 0.0 | $36k | 600.00 | 60.00 | |
Oasis Petroleum | 0.0 | $28k | 675.00 | 41.48 | |
Motorola Solutions (MSI) | 0.0 | $26k | 400.00 | 65.00 | |
Qr Energy | 0.0 | $27k | 1.5k | 18.00 | |
Mid-con Energy Partners | 0.0 | $28k | 1.3k | 21.54 | |
Cubesmart 7.75% Pfd Series A | 0.0 | $26k | 1.0k | 26.00 | |
Wp Carey (WPC) | 0.0 | $30k | 500.00 | 60.00 | |
Susser Petroleum Partners | 0.0 | $35k | 1.0k | 35.00 | |
Ambarella (AMBA) | 0.0 | $24k | 900.00 | 26.67 | |
Western Refng Logistics | 0.0 | $29k | 916.00 | 31.66 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $18k | 300.00 | 60.00 | |
Berkshire Hathaway (BRK.B) | 0.0 | $19k | 150.00 | 126.67 | |
Abbott Laboratories (ABT) | 0.0 | $15k | 400.00 | 37.50 | |
Cisco Systems (CSCO) | 0.0 | $11k | 500.00 | 22.00 | |
Harman International Industries | 0.0 | $16k | 150.00 | 106.67 | |
Pool Corporation (POOL) | 0.0 | $18k | 300.00 | 60.00 | |
Robert Half International (RHI) | 0.0 | $8.0k | 200.00 | 40.00 | |
New York Times Company (NYT) | 0.0 | $20k | 1.2k | 17.02 | |
Lululemon Athletica (LULU) | 0.0 | $8.0k | 150.00 | 53.33 | |
Agree Realty Corporation (ADC) | 0.0 | $15k | 500.00 | 30.00 | |
VMware | 0.0 | $16k | 150.00 | 106.67 | |
Kratos Defense & Security Solutions (KTOS) | 0.0 | $11k | 1.5k | 7.33 | |
Beaver Coal (BVERS) | 0.0 | $10k | 8.00 | 1250.00 | |
Ubiquiti Networks | 0.0 | $14k | 300.00 | 46.67 | |
Intercontinental Htls Spons | 0.0 | $9.0k | 280.00 | 32.14 | |
Abbvie (ABBV) | 0.0 | $21k | 400.00 | 52.50 | |
Malibu Boats (MBUU) | 0.0 | $20k | 900.00 | 22.22 | |
Legg Mason | 0.0 | $5.0k | 100.00 | 50.00 | |
Avon Products | 0.0 | $4.0k | 275.00 | 14.55 | |
Bed Bath & Beyond | 0.0 | $3.0k | 50.00 | 60.00 | |
Citrix Systems | 0.0 | $3.0k | 50.00 | 60.00 | |
Edwards Lifesciences (EW) | 0.0 | $4.0k | 50.00 | 80.00 | |
Automatic Data Processing (ADP) | 0.0 | $4.0k | 50.00 | 80.00 | |
Eastman Chemical Company (EMN) | 0.0 | $5.0k | 55.00 | 90.91 | |
Thermo Fisher Scientific (TMO) | 0.0 | $1.0k | 6.00 | 166.67 | |
Sanofi-Aventis SA (SNY) | 0.0 | $3.0k | 50.00 | 60.00 | |
Gap (GAP) | 0.0 | $5.0k | 125.00 | 40.00 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $0 | 3.00 | 0.00 | |
Visa (V) | 0.0 | $5.0k | 25.00 | 200.00 | |
Southwestern Energy Company | 0.0 | $6.0k | 125.00 | 48.00 | |
Yahoo! | 0.0 | $999.900000 | 30.00 | 33.33 | |
Guess? (GES) | 0.0 | $4.0k | 150.00 | 26.67 | |
Sally Beauty Holdings (SBH) | 0.0 | $5.0k | 200.00 | 25.00 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $5.0k | 75.00 | 66.67 | |
HCP | 0.0 | $5.0k | 120.00 | 41.67 | |
Exterran Partners | 0.0 | $6.0k | 200.00 | 30.00 | |
Nabors Industries | 0.0 | $3.0k | 125.00 | 24.00 | |
American Water Works (AWK) | 0.0 | $5.0k | 100.00 | 50.00 | |
Cobalt Intl Energy | 0.0 | $2.0k | 100.00 | 20.00 | |
Memorial Prodtn Partners | 0.0 | $7.0k | 300.00 | 23.33 | |
Facebook Inc cl a (META) | 0.0 | $0 | 6.00 | 0.00 | |
Banyan Corp Oregon | 0.0 | $0 | 4.00 | 0.00 | |
Inform Worldwde Hldg | 0.0 | $1.0k | 1.00 | 1000.00 | |
Whitewave Foods | 0.0 | $4.0k | 123.00 | 32.52 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $0 | 17.00 | 0.00 | |
Hd Supply | 0.0 | $5.0k | 200.00 | 25.00 | |
Murphy Usa (MUSA) | 0.0 | $1.0k | 18.00 | 55.56 | |
Dean Foods Company | 0.0 | $2.0k | 100.00 | 20.00 | |
One Gas (OGS) | 0.0 | $5.0k | 150.00 | 33.33 |