Solaris Asset Management as of June 30, 2014
Portfolio Holdings for Solaris Asset Management
Solaris Asset Management holds 203 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.9 | $6.0M | 64k | 92.94 | |
Industries N shs - a - (LYB) | 2.7 | $4.2M | 43k | 97.65 | |
Deluxe Corporation (DLX) | 2.5 | $3.9M | 66k | 58.59 | |
Discover Financial Services (DFS) | 2.4 | $3.7M | 60k | 61.97 | |
CBS Corporation | 2.4 | $3.7M | 59k | 62.14 | |
Wells Fargo & Company (WFC) | 2.4 | $3.6M | 69k | 52.56 | |
IAC/InterActive | 2.3 | $3.5M | 50k | 69.24 | |
Aetna | 2.3 | $3.5M | 43k | 81.07 | |
CVS Caremark Corporation (CVS) | 2.3 | $3.5M | 46k | 75.37 | |
Union Pacific Corporation (UNP) | 2.3 | $3.5M | 35k | 99.75 | |
V.F. Corporation (VFC) | 2.3 | $3.5M | 55k | 63.00 | |
PNC Financial Services (PNC) | 2.2 | $3.4M | 39k | 89.04 | |
Walt Disney Company (DIS) | 2.2 | $3.4M | 39k | 85.73 | |
American International (AIG) | 2.2 | $3.3M | 61k | 54.59 | |
Tractor Supply Company (TSCO) | 2.1 | $3.2M | 54k | 60.40 | |
Cintas Corporation (CTAS) | 2.1 | $3.2M | 51k | 63.55 | |
ConocoPhillips (COP) | 2.0 | $3.1M | 36k | 85.72 | |
United Technologies Corporation | 1.9 | $3.0M | 26k | 115.46 | |
E.I. du Pont de Nemours & Company | 1.9 | $3.0M | 45k | 65.44 | |
Qualcomm (QCOM) | 1.9 | $2.9M | 37k | 79.20 | |
Mylan | 1.9 | $2.9M | 56k | 51.57 | |
Adobe Systems Incorporated (ADBE) | 1.8 | $2.8M | 39k | 72.36 | |
Ecolab (ECL) | 1.7 | $2.7M | 24k | 111.33 | |
Gilead Sciences (GILD) | 1.7 | $2.6M | 31k | 82.92 | |
eBay (EBAY) | 1.7 | $2.6M | 51k | 50.05 | |
Time Warner | 1.6 | $2.4M | 35k | 70.25 | |
Cerner Corporation | 1.5 | $2.4M | 46k | 51.58 | |
Dover Corporation (DOV) | 1.5 | $2.4M | 26k | 90.95 | |
Teleflex Incorporated (TFX) | 1.5 | $2.4M | 22k | 105.61 | |
Hewlett-Packard Company | 1.5 | $2.3M | 69k | 33.69 | |
General Electric Company | 1.5 | $2.2M | 86k | 26.28 | |
Charles Schwab Corporation (SCHW) | 1.4 | $2.2M | 81k | 26.94 | |
Citigroup (C) | 1.3 | $2.0M | 43k | 47.10 | |
Magellan Midstream Partners | 1.2 | $1.8M | 21k | 84.06 | |
Ing Groep Nv equs | 1.1 | $1.7M | 67k | 25.45 | |
Google Inc Class C | 1.0 | $1.6M | 2.8k | 575.34 | |
1.0 | $1.5M | 2.6k | 584.67 | ||
Maiden Holdings Ltd., 8.25% Ser A preferred | 0.9 | $1.4M | 52k | 26.02 | |
Pfizer (PFE) | 0.8 | $1.3M | 44k | 29.68 | |
Plains All American Pipeline (PAA) | 0.8 | $1.3M | 22k | 60.05 | |
Ing Groep Nv Perp Hybrid eqfor | 0.8 | $1.3M | 50k | 25.85 | |
Energy Transfer Equity (ET) | 0.8 | $1.2M | 21k | 58.93 | |
International Business Machines (IBM) | 0.8 | $1.2M | 6.6k | 181.21 | |
Seadrill | 0.8 | $1.2M | 30k | 39.97 | |
Murphy Oil Corporation (MUR) | 0.8 | $1.2M | 18k | 66.50 | |
Kinder Morgan Energy Partners | 0.8 | $1.2M | 14k | 82.23 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.7 | $1.1M | 28k | 40.07 | |
Energy Transfer Partners | 0.7 | $1.1M | 19k | 57.95 | |
Dillards Capital Trust (DDT) | 0.7 | $1.1M | 41k | 26.00 | |
TJX Companies (TJX) | 0.7 | $1.0M | 20k | 53.15 | |
Jp Morgan Alerian Mlp Index | 0.7 | $1.0M | 20k | 52.36 | |
Kraft Foods | 0.7 | $1.0M | 17k | 59.94 | |
Urstadt Biddle Properties | 0.7 | $1.0M | 58k | 17.85 | |
Canadian Pacific Railway | 0.6 | $910k | 5.0k | 181.09 | |
Targa Resources Partners | 0.6 | $834k | 12k | 71.90 | |
Barclays Bank | 0.6 | $845k | 33k | 25.61 | |
Noble Energy | 0.5 | $732k | 9.5k | 77.46 | |
Occidental Petroleum Corporation (OXY) | 0.5 | $682k | 6.7k | 102.56 | |
Hess (HES) | 0.4 | $668k | 6.8k | 98.96 | |
Enbridge Energy Partners | 0.4 | $645k | 18k | 36.95 | |
Itt | 0.4 | $598k | 12k | 48.13 | |
Discover Finl Svs | 0.4 | $583k | 23k | 25.14 | |
Xerox Corporation | 0.4 | $555k | 45k | 12.44 | |
First Industrial Realty Trust (FR) | 0.3 | $539k | 29k | 18.83 | |
MarkWest Energy Partners | 0.3 | $531k | 7.4k | 71.52 | |
Sunoco Logistics Partners | 0.3 | $542k | 12k | 47.13 | |
Kimco Realty Corporation (KIM) | 0.3 | $523k | 23k | 22.99 | |
Williams Partners | 0.3 | $501k | 9.2k | 54.29 | |
Partnerre Ltd. 6.5% Perpetua | 0.3 | $506k | 20k | 25.24 | |
Barclays Bank Plc Pfd. 6.625% p | 0.3 | $492k | 19k | 25.36 | |
Enterprise Products Partners (EPD) | 0.3 | $444k | 5.7k | 78.21 | |
Amazon (AMZN) | 0.3 | $422k | 1.3k | 324.62 | |
Partnerre | 0.3 | $424k | 16k | 26.75 | |
El Paso Pipeline Partners | 0.3 | $415k | 12k | 36.24 | |
iShares Russell 1000 Value Index (IWD) | 0.2 | $360k | 3.6k | 101.29 | |
Genesis Energy (GEL) | 0.2 | $363k | 6.5k | 56.06 | |
Cimarex Energy | 0.2 | $373k | 2.6k | 143.46 | |
Access Midstream Partners, L.p | 0.2 | $373k | 5.9k | 63.49 | |
Nike (NKE) | 0.2 | $359k | 4.6k | 77.45 | |
Oneok Partners | 0.2 | $331k | 5.7k | 58.58 | |
NuStar Energy | 0.2 | $322k | 5.2k | 61.92 | |
Crestwood Midstream Partners | 0.2 | $327k | 15k | 22.09 | |
Cedar Fair | 0.2 | $311k | 5.9k | 52.94 | |
Regency Energy Partners | 0.2 | $285k | 8.9k | 32.20 | |
Eli Lilly & Co. (LLY) | 0.2 | $280k | 4.5k | 62.22 | |
Weyerhaeuser Company (WY) | 0.2 | $275k | 8.3k | 33.13 | |
Dcp Midstream Partners | 0.2 | $259k | 4.6k | 56.92 | |
Enlink Midstream Ptrs | 0.2 | $256k | 8.2k | 31.41 | |
Ngl Energy Partners Lp Com Uni (NGL) | 0.2 | $242k | 5.6k | 43.41 | |
Barclays Bank | 0.1 | $225k | 8.8k | 25.71 | |
USD.001 Atlas Energy Lp ltd part | 0.1 | $235k | 5.2k | 44.80 | |
BE Aerospace | 0.1 | $213k | 2.3k | 92.61 | |
Chipotle Mexican Grill (CMG) | 0.1 | $207k | 350.00 | 591.43 | |
Extra Space Storage (EXR) | 0.1 | $192k | 3.6k | 53.33 | |
Comcast Corporation (CMCSA) | 0.1 | $164k | 3.1k | 53.77 | |
Pier 1 Imports | 0.1 | $171k | 11k | 15.41 | |
iShares S&P 500 Index (IVV) | 0.1 | $166k | 842.00 | 197.15 | |
Kinder Morgan Management | 0.1 | $152k | 1.9k | 78.76 | |
Western Gas Partners | 0.1 | $153k | 2.0k | 76.50 | |
Rose Rock Midstream | 0.1 | $158k | 2.9k | 54.48 | |
Summit Midstream Partners | 0.1 | $147k | 2.9k | 50.83 | |
Johnson & Johnson (JNJ) | 0.1 | $137k | 1.3k | 104.42 | |
Merck & Co (MRK) | 0.1 | $143k | 2.5k | 57.78 | |
American Assets Trust Inc reit (AAT) | 0.1 | $138k | 4.0k | 34.50 | |
Eqt Midstream Partners | 0.1 | $135k | 1.4k | 96.43 | |
United Rentals (URI) | 0.1 | $115k | 1.1k | 104.55 | |
Salix Pharmaceuticals | 0.1 | $123k | 1.0k | 123.00 | |
Jazz Pharmaceuticals (JAZZ) | 0.1 | $121k | 825.00 | 146.67 | |
Bristol Myers Squibb (BMY) | 0.1 | $103k | 2.1k | 48.47 | |
Atlas Pipeline Partners | 0.1 | $105k | 3.1k | 34.43 | |
Spectra Energy Partners | 0.1 | $105k | 2.0k | 53.16 | |
Greenbrier Companies (GBX) | 0.1 | $107k | 1.9k | 57.84 | |
Cheniere Energy Partners (CQP) | 0.1 | $106k | 3.2k | 33.12 | |
Yelp Inc cl a (YELP) | 0.1 | $111k | 1.5k | 76.55 | |
Phillips 66 Partners | 0.1 | $101k | 1.3k | 75.83 | |
Mlp Qep Midstream Partners | 0.1 | $100k | 3.9k | 25.64 | |
Time | 0.1 | $104k | 4.3k | 24.19 | |
Baidu (BIDU) | 0.1 | $93k | 500.00 | 186.00 | |
StoneMor Partners | 0.1 | $85k | 3.5k | 24.29 | |
Western Alliance Bancorporation (WAL) | 0.1 | $87k | 3.7k | 23.84 | |
Sovran Self Storage | 0.1 | $85k | 1.1k | 77.27 | |
Boardwalk Pipeline Partners | 0.1 | $85k | 4.6k | 18.48 | |
Old Dominion Freight Line (ODFL) | 0.1 | $93k | 1.5k | 63.61 | |
Servicenow (NOW) | 0.1 | $88k | 1.4k | 62.06 | |
USG Corporation | 0.1 | $69k | 2.3k | 30.00 | |
Thor Industries (THO) | 0.1 | $74k | 1.3k | 56.92 | |
Strategic Hotels & Resorts | 0.1 | $80k | 6.8k | 11.76 | |
Essex Property Trust (ESS) | 0.1 | $74k | 400.00 | 185.00 | |
Iconix Brand | 0.1 | $75k | 1.8k | 42.86 | |
Martin Midstream Partners (MMLP) | 0.1 | $78k | 1.9k | 41.05 | |
athenahealth | 0.1 | $75k | 600.00 | 125.00 | |
Rockwood Holdings | 0.1 | $78k | 1.0k | 76.10 | |
Duke Realty Corporation | 0.1 | $71k | 3.9k | 18.21 | |
Urstadt Biddle Properties | 0.1 | $69k | 3.3k | 20.76 | |
Verint Systems (VRNT) | 0.1 | $78k | 1.6k | 49.21 | |
Cubesmart (CUBE) | 0.1 | $73k | 4.0k | 18.25 | |
Ptc (PTC) | 0.1 | $70k | 1.8k | 38.89 | |
Crestwood Eqty Ptrns Lp equs | 0.1 | $70k | 4.7k | 14.89 | |
American Express Company (AXP) | 0.0 | $57k | 600.00 | 95.00 | |
3M Company (MMM) | 0.0 | $57k | 400.00 | 142.50 | |
Nu Skin Enterprises (NUS) | 0.0 | $61k | 825.00 | 73.94 | |
BancorpSouth | 0.0 | $63k | 2.6k | 24.47 | |
Cabela's Incorporated | 0.0 | $58k | 925.00 | 62.70 | |
Buckeye Partners | 0.0 | $58k | 700.00 | 82.86 | |
Prosperity Bancshares (PB) | 0.0 | $56k | 900.00 | 62.22 | |
Hexcel Corporation (HXL) | 0.0 | $58k | 1.4k | 40.70 | |
SolarWinds | 0.0 | $60k | 1.6k | 38.71 | |
Team Health Holdings | 0.0 | $57k | 1.2k | 49.57 | |
USD.001 Central Pacific Financial (CPF) | 0.0 | $64k | 3.2k | 20.00 | |
Prologis (PLD) | 0.0 | $62k | 1.5k | 41.33 | |
Banner Corp (BANR) | 0.0 | $61k | 1.6k | 39.35 | |
Bbcn Ban | 0.0 | $67k | 4.2k | 15.86 | |
Facebook Inc cl a (META) | 0.0 | $64k | 956.00 | 66.95 | |
Susser Petroleum Partners | 0.0 | $56k | 1.2k | 46.67 | |
Smart Balance | 0.0 | $59k | 4.2k | 14.22 | |
Microsoft Corporation (MSFT) | 0.0 | $42k | 1.0k | 42.00 | |
Wolverine World Wide (WWW) | 0.0 | $47k | 1.8k | 26.11 | |
WABCO Holdings | 0.0 | $53k | 500.00 | 106.00 | |
Legacy Reserves | 0.0 | $50k | 1.6k | 31.25 | |
Aqua America | 0.0 | $46k | 1.8k | 26.02 | |
Chart Industries (GTLS) | 0.0 | $50k | 600.00 | 83.33 | |
National Penn Bancshares | 0.0 | $49k | 4.6k | 10.65 | |
Oneok (OKE) | 0.0 | $41k | 600.00 | 68.33 | |
Stag Industrial (STAG) | 0.0 | $44k | 1.9k | 23.78 | |
Western Refng Logistics | 0.0 | $50k | 1.5k | 32.98 | |
Pbf Logistics Lp unit ltd ptnr | 0.0 | $41k | 1.5k | 27.33 | |
Coach | 0.0 | $34k | 1.0k | 34.00 | |
Boston Scientific Corporation (BSX) | 0.0 | $26k | 2.0k | 13.00 | |
Calumet Specialty Products Partners, L.P | 0.0 | $38k | 1.2k | 31.67 | |
NuStar GP Holdings | 0.0 | $27k | 700.00 | 38.57 | |
Rosetta Resources | 0.0 | $36k | 650.00 | 55.38 | |
Exterran Partners | 0.0 | $28k | 1.0k | 28.00 | |
Kennedy-Wilson Holdings (KW) | 0.0 | $34k | 1.3k | 27.20 | |
Oasis Petroleum | 0.0 | $38k | 675.00 | 56.30 | |
Chesapeake Lodging Trust sh ben int | 0.0 | $27k | 900.00 | 30.00 | |
Qr Energy | 0.0 | $28k | 1.5k | 18.67 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $31k | 975.00 | 31.79 | |
Mid-con Energy Partners | 0.0 | $30k | 1.3k | 23.08 | |
Cubesmart 7.75% Pfd Series A | 0.0 | $25k | 950.00 | 26.32 | |
Petrologistics | 0.0 | $23k | 1.6k | 14.38 | |
Wp Carey (WPC) | 0.0 | $32k | 500.00 | 64.00 | |
Ambarella (AMBA) | 0.0 | $28k | 900.00 | 31.11 | |
Abbvie (ABBV) | 0.0 | $23k | 400.00 | 57.50 | |
Valero Energy Partners | 0.0 | $35k | 700.00 | 50.00 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $17k | 300.00 | 56.67 | |
Abbott Laboratories (ABT) | 0.0 | $16k | 400.00 | 40.00 | |
Cisco Systems (CSCO) | 0.0 | $12k | 500.00 | 24.00 | |
Host Hotels & Resorts (HST) | 0.0 | $22k | 1.0k | 22.00 | |
Healthcare Realty Trust Incorporated | 0.0 | $8.0k | 300.00 | 26.67 | |
Pool Corporation (POOL) | 0.0 | $17k | 300.00 | 56.67 | |
Roper Industries (ROP) | 0.0 | $18k | 125.00 | 144.00 | |
New York Times Company (NYT) | 0.0 | $18k | 1.2k | 15.32 | |
Agree Realty Corporation (ADC) | 0.0 | $15k | 500.00 | 30.00 | |
Motorola Solutions (MSI) | 0.0 | $18k | 275.00 | 65.45 | |
Beaver Coal (BVERS) | 0.0 | $11k | 8.00 | 1375.00 | |
Actavis | 0.0 | $11k | 50.00 | 220.00 | |
Malibu Boats (MBUU) | 0.0 | $18k | 900.00 | 20.00 | |
Thermo Fisher Scientific (TMO) | 0.0 | $1.0k | 6.00 | 166.67 | |
Yahoo! | 0.0 | $999.900000 | 30.00 | 33.33 | |
Lululemon Athletica (LULU) | 0.0 | $6.0k | 150.00 | 40.00 | |
Memorial Prodtn Partners | 0.0 | $7.0k | 300.00 | 23.33 | |
Banyan Corp Oregon | 0.0 | $0 | 4.00 | 0.00 | |
Inform Worldwde Hldg | 0.0 | $1.0k | 1.00 | 1000.00 |