South Texas Money Management as of June 30, 2018
Portfolio Holdings for South Texas Money Management
South Texas Money Management holds 213 positions in its portfolio as reported in the June 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares S&P SmallCap 600 Index (IJR) | 10.1 | $230M | 2.8M | 83.46 | |
Utilities SPDR (XLU) | 4.2 | $97M | 1.9M | 51.96 | |
SPDR Gold Trust (GLD) | 3.9 | $88M | 743k | 118.65 | |
Adobe Systems Incorporated (ADBE) | 3.5 | $81M | 333k | 243.81 | |
Microsoft Corporation (MSFT) | 3.0 | $68M | 688k | 98.61 | |
SYSCO Corporation (SYY) | 2.8 | $65M | 944k | 68.29 | |
Estee Lauder Companies (EL) | 2.7 | $61M | 426k | 142.69 | |
Edwards Lifesciences (EW) | 2.3 | $52M | 358k | 145.57 | |
Bank Of Montreal Cadcom (BMO) | 2.2 | $50M | 648k | 77.26 | |
Bank of America Corporation (BAC) | 2.1 | $49M | 1.7M | 28.19 | |
Chevron Corporation (CVX) | 2.0 | $47M | 369k | 126.43 | |
Andeavor | 2.0 | $46M | 351k | 131.18 | |
Citigroup (C) | 2.0 | $46M | 683k | 66.92 | |
Verizon Communications (VZ) | 1.8 | $42M | 836k | 50.31 | |
Raytheon Company | 1.8 | $42M | 217k | 193.18 | |
Amgen (AMGN) | 1.8 | $42M | 227k | 184.59 | |
International Paper Company (IP) | 1.8 | $42M | 801k | 52.08 | |
Merck & Co (MRK) | 1.7 | $40M | 651k | 60.70 | |
Bristol Myers Squibb (BMY) | 1.6 | $38M | 680k | 55.34 | |
Occidental Petroleum Corporation (OXY) | 1.6 | $37M | 440k | 83.68 | |
Aviva | 1.6 | $37M | 2.8M | 13.24 | |
Walt Disney Company (DIS) | 1.5 | $35M | 337k | 104.81 | |
Garmin (GRMN) | 1.5 | $34M | 549k | 61.00 | |
KAR Auction Services (KAR) | 1.4 | $33M | 602k | 54.80 | |
Eaton (ETN) | 1.4 | $33M | 437k | 74.74 | |
Alibaba Group Holding (BABA) | 1.4 | $31M | 167k | 185.53 | |
Electronic Arts (EA) | 1.3 | $31M | 216k | 141.02 | |
Delta Air Lines (DAL) | 1.3 | $29M | 587k | 49.54 | |
Vodafone Group New Adr F (VOD) | 1.2 | $28M | 1.2M | 24.31 | |
Ford Motor Company (F) | 1.2 | $28M | 2.5M | 11.07 | |
Kroger (KR) | 1.2 | $27M | 943k | 28.45 | |
Chipotle Mexican Grill (CMG) | 1.2 | $27M | 61k | 431.38 | |
American Tower Reit (AMT) | 1.1 | $26M | 178k | 144.17 | |
Metropcs Communications (TMUS) | 1.1 | $26M | 431k | 59.75 | |
Michelin (MGDDY) | 1.1 | $25M | 1.0M | 24.21 | |
Floor & Decor Hldgs Inc cl a (FND) | 1.1 | $25M | 503k | 49.33 | |
Cyrusone | 1.0 | $23M | 399k | 58.36 | |
Pra Health Sciences | 1.0 | $23M | 247k | 93.36 | |
salesforce (CRM) | 1.0 | $23M | 166k | 136.40 | |
GlaxoSmithKline | 1.0 | $22M | 551k | 40.31 | |
Banco Santander (SAN) | 0.9 | $22M | 4.1M | 5.34 | |
Peabody Energy (BTU) | 0.9 | $22M | 478k | 45.48 | |
Granite Construction (GVA) | 0.9 | $21M | 379k | 55.66 | |
Pioneer Natural Resources | 0.9 | $20M | 106k | 189.24 | |
Wal-Mart Stores (WMT) | 0.9 | $20M | 233k | 85.65 | |
Activision Blizzard | 0.8 | $20M | 255k | 76.32 | |
Technipfmc (FTI) | 0.8 | $19M | 596k | 31.74 | |
Whirlpool Corporation (WHR) | 0.8 | $18M | 126k | 146.23 | |
Lowe's Companies (LOW) | 0.8 | $18M | 185k | 95.57 | |
Tencent Holdings Ltd - (TCEHY) | 0.8 | $17M | 345k | 50.25 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $17M | 74k | 233.45 | |
Apple (AAPL) | 0.5 | $12M | 66k | 185.11 | |
Vanguard Short-Term Bond ETF (BSV) | 0.5 | $11M | 146k | 78.21 | |
Werner Enterprises (WERN) | 0.4 | $9.8M | 261k | 37.55 | |
Juniper Networks (JNPR) | 0.4 | $9.4M | 344k | 27.42 | |
Costco Wholesale Corporation (COST) | 0.3 | $7.2M | 34k | 208.98 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $6.4M | 26k | 242.73 | |
Prosperity Bancshares (PB) | 0.3 | $6.0M | 88k | 68.36 | |
Exxon Mobil Corporation (XOM) | 0.2 | $5.7M | 69k | 82.74 | |
Home Depot (HD) | 0.2 | $5.8M | 30k | 195.11 | |
Brown-Forman Corporation (BF.B) | 0.2 | $5.7M | 116k | 49.01 | |
Schwab U S Broad Market ETF (SCHB) | 0.2 | $5.1M | 77k | 65.99 | |
3M Company (MMM) | 0.2 | $4.8M | 24k | 196.72 | |
Vanguard Value ETF (VTV) | 0.2 | $4.6M | 44k | 103.84 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $4.5M | 56k | 79.19 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $4.4M | 82k | 54.10 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $4.0M | 26k | 157.65 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.2 | $4.2M | 87k | 47.99 | |
Waste Management (WM) | 0.1 | $3.4M | 42k | 81.33 | |
Southwest Airlines (LUV) | 0.1 | $3.3M | 66k | 50.87 | |
First American Financial (FAF) | 0.1 | $3.3M | 64k | 51.72 | |
Dowdupont | 0.1 | $3.3M | 51k | 65.92 | |
Amazon (AMZN) | 0.1 | $3.3M | 1.9k | 1700.05 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $3.2M | 43k | 75.79 | |
American Airls (AAL) | 0.1 | $2.9M | 77k | 37.96 | |
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) | 0.1 | $3.1M | 27k | 112.60 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $2.7M | 9.9k | 271.29 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $2.8M | 37k | 77.43 | |
Rockwell Collins | 0.1 | $2.6M | 20k | 134.68 | |
BlackRock (BLK) | 0.1 | $2.2M | 4.4k | 499.09 | |
Intel Corporation (INTC) | 0.1 | $2.2M | 44k | 49.71 | |
Honeywell International (HON) | 0.1 | $2.4M | 16k | 144.06 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $2.3M | 14k | 162.58 | |
Schwab Strategic Tr cmn (SCHV) | 0.1 | $2.4M | 45k | 53.12 | |
Worldpay Ord | 0.1 | $2.4M | 29k | 81.78 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $2.3M | 23k | 101.88 | |
Pfizer (PFE) | 0.1 | $2.0M | 55k | 36.29 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $2.1M | 11k | 194.75 | |
Cisco Systems (CSCO) | 0.1 | $1.8M | 42k | 43.04 | |
Pepsi (PEP) | 0.1 | $1.9M | 18k | 108.86 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $1.7M | 20k | 88.49 | |
Vanguard Mid Cap Value Index F | 0.1 | $1.7M | 40k | 43.47 | |
Oakmark Equity Income (OAKBX) | 0.1 | $1.7M | 55k | 31.74 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $1.9M | 22k | 85.17 | |
Johnson & Johnson (JNJ) | 0.1 | $1.6M | 13k | 121.35 | |
At&t (T) | 0.1 | $1.6M | 50k | 32.11 | |
UnitedHealth (UNH) | 0.1 | $1.6M | 6.3k | 245.30 | |
Danaher Corporation (DHR) | 0.1 | $1.7M | 17k | 98.69 | |
Varian Medical Systems | 0.1 | $1.6M | 14k | 113.69 | |
CenterPoint Energy (CNP) | 0.1 | $1.6M | 58k | 27.71 | |
Monolithic Power Systems (MPWR) | 0.1 | $1.5M | 12k | 133.70 | |
Rockwell Automation (ROK) | 0.1 | $1.7M | 10k | 166.23 | |
Vanguard Small Cap Index Fund mut | 0.1 | $1.5M | 20k | 74.57 | |
Vanguard Growth ETF (VUG) | 0.1 | $1.5M | 10k | 149.84 | |
Abbvie (ABBV) | 0.1 | $1.5M | 17k | 92.66 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $1.7M | 33k | 50.97 | |
Spdr Ser Tr 1 3 hgh yield (BIL) | 0.1 | $1.5M | 17k | 91.59 | |
Nordstrom (JWN) | 0.1 | $1.3M | 25k | 51.79 | |
Procter & Gamble Company (PG) | 0.1 | $1.4M | 18k | 78.05 | |
United States Steel Corporation (X) | 0.1 | $1.5M | 43k | 34.74 | |
Technology SPDR (XLK) | 0.1 | $1.3M | 19k | 69.46 | |
L3 Technologies | 0.1 | $1.4M | 7.4k | 192.31 | |
Berkshire Hathaway (BRK.B) | 0.1 | $1.1M | 5.8k | 186.57 | |
Emerson Electric (EMR) | 0.1 | $1.1M | 16k | 69.17 | |
Starbucks Corporation (SBUX) | 0.1 | $1.1M | 22k | 48.83 | |
Southside Bancshares (SBSI) | 0.1 | $1.2M | 36k | 33.68 | |
Schwab S&p 500 Select (SWPPX) | 0.1 | $1.2M | 28k | 42.28 | |
Vanguard Total Stock Mkt Index (VTSAX) | 0.1 | $1.0M | 15k | 68.35 | |
Boeing Company (BA) | 0.0 | $903k | 2.7k | 335.69 | |
Novartis (NVS) | 0.0 | $808k | 11k | 75.58 | |
NCR Corporation (VYX) | 0.0 | $923k | 31k | 29.98 | |
Stryker Corporation (SYK) | 0.0 | $918k | 5.4k | 168.87 | |
Fiserv (FI) | 0.0 | $1.0M | 14k | 74.06 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $962k | 22k | 42.91 | |
First Eagle Overseas - I (SGOIX) | 0.0 | $922k | 38k | 24.52 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $697k | 6.7k | 104.19 | |
Abbott Laboratories (ABT) | 0.0 | $657k | 11k | 61.01 | |
Dominion Resources (D) | 0.0 | $574k | 8.4k | 68.18 | |
Becton, Dickinson and (BDX) | 0.0 | $769k | 3.2k | 239.49 | |
American Financial (AFG) | 0.0 | $740k | 6.9k | 107.29 | |
Lockheed Martin Corporation (LMT) | 0.0 | $596k | 2.0k | 295.34 | |
ConocoPhillips (COP) | 0.0 | $629k | 9.0k | 69.67 | |
Nextera Energy (NEE) | 0.0 | $602k | 3.6k | 167.04 | |
Torchmark Corporation | 0.0 | $755k | 9.3k | 81.38 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $702k | 11k | 67.02 | |
Oracle Corporation (ORCL) | 0.0 | $638k | 15k | 44.03 | |
Zimmer Holdings (ZBH) | 0.0 | $617k | 5.5k | 111.51 | |
Enterprise Products Partners (EPD) | 0.0 | $797k | 29k | 27.65 | |
First Financial Bankshares (FFIN) | 0.0 | $610k | 12k | 50.94 | |
Vanguard 500 Index Fund mut (VFINX) | 0.0 | $780k | 3.1k | 251.21 | |
iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $790k | 5.8k | 136.35 | |
Thornburg Intl Value Fd - I (TGVIX) | 0.0 | $614k | 26k | 23.57 | |
Vanguard Mid Cap Gwth Index | 0.0 | $755k | 14k | 52.83 | |
Ishares Inc core msci emkt (IEMG) | 0.0 | $721k | 14k | 52.51 | |
MasterCard Incorporated (MA) | 0.0 | $433k | 2.2k | 196.64 | |
Coca-Cola Company (KO) | 0.0 | $412k | 9.4k | 43.84 | |
McDonald's Corporation (MCD) | 0.0 | $446k | 2.8k | 156.60 | |
Cullen/Frost Bankers (CFR) | 0.0 | $471k | 4.3k | 108.33 | |
Union Pacific Corporation (UNP) | 0.0 | $355k | 2.5k | 141.60 | |
V.F. Corporation (VFC) | 0.0 | $458k | 5.6k | 81.55 | |
PerkinElmer (RVTY) | 0.0 | $548k | 7.5k | 73.18 | |
iShares S&P 500 Index (IVV) | 0.0 | $353k | 1.3k | 272.80 | |
iShares Russell 1000 Index (IWB) | 0.0 | $505k | 3.3k | 151.83 | |
KLA-Tencor Corporation (KLAC) | 0.0 | $408k | 4.0k | 102.64 | |
American International (AIG) | 0.0 | $449k | 8.5k | 52.97 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $416k | 2.0k | 212.14 | |
Harbor Fd Intl Fd mutual funds (HAINX) | 0.0 | $527k | 7.9k | 66.65 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $514k | 2.7k | 188.90 | |
Schwab International Equity ETF (SCHF) | 0.0 | $425k | 13k | 33.08 | |
Vanguard Gwth Index Tr Fd A | 0.0 | $550k | 7.1k | 77.14 | |
Vanguard Value Index Fd Inv Sh (VIVAX) | 0.0 | $506k | 13k | 40.48 | |
Harbor Capital Appreciation mf (HACAX) | 0.0 | $419k | 5.4k | 77.09 | |
American Neacon L/c Valu-pln fund | 0.0 | $359k | 13k | 26.87 | |
Vanguard Small Cap Index-adm fund (VSMAX) | 0.0 | $392k | 5.3k | 74.61 | |
Phillips 66 (PSX) | 0.0 | $518k | 4.6k | 112.22 | |
Royce Total Return Fund-i (RTRIX) | 0.0 | $364k | 27k | 13.40 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $346k | 306.00 | 1130.72 | |
Alphabet Inc Class C cs (GOOG) | 0.0 | $519k | 465.00 | 1116.13 | |
Chubb (CB) | 0.0 | $450k | 3.5k | 126.98 | |
Irhythm Technologies (IRTC) | 0.0 | $390k | 4.8k | 81.17 | |
BP (BP) | 0.0 | $328k | 7.2k | 45.64 | |
Caterpillar (CAT) | 0.0 | $225k | 1.7k | 135.95 | |
Paychex (PAYX) | 0.0 | $215k | 3.1k | 68.43 | |
Wells Fargo & Company (WFC) | 0.0 | $337k | 6.1k | 55.47 | |
AFLAC Incorporated (AFL) | 0.0 | $241k | 5.6k | 42.99 | |
Automatic Data Processing (ADP) | 0.0 | $287k | 2.1k | 134.11 | |
Ross Stores (ROST) | 0.0 | $329k | 3.9k | 84.73 | |
AmerisourceBergen (COR) | 0.0 | $239k | 2.8k | 85.36 | |
Valero Energy Corporation (VLO) | 0.0 | $343k | 3.1k | 110.97 | |
Thermo Fisher Scientific (TMO) | 0.0 | $210k | 1.0k | 206.90 | |
Altria (MO) | 0.0 | $207k | 3.6k | 56.79 | |
Colgate-Palmolive Company (CL) | 0.0 | $245k | 3.8k | 64.87 | |
International Business Machines (IBM) | 0.0 | $308k | 2.2k | 139.81 | |
Texas Instruments Incorporated (TXN) | 0.0 | $290k | 2.6k | 110.39 | |
American Electric Power Company (AEP) | 0.0 | $287k | 4.1k | 69.17 | |
Weyerhaeuser Company (WY) | 0.0 | $220k | 6.0k | 36.50 | |
Southern Company (SO) | 0.0 | $296k | 6.4k | 46.32 | |
Accenture (ACN) | 0.0 | $259k | 1.6k | 163.61 | |
General Dynamics Corporation (GD) | 0.0 | $207k | 1.1k | 186.49 | |
Sap (SAP) | 0.0 | $232k | 2.0k | 115.83 | |
Visa (V) | 0.0 | $285k | 2.2k | 132.56 | |
iShares Russell 2000 Index (IWM) | 0.0 | $249k | 1.5k | 163.71 | |
Deutsche Telekom (DTEGY) | 0.0 | $220k | 14k | 15.44 | |
FMC Corporation (FMC) | 0.0 | $318k | 3.6k | 89.30 | |
Rush Enterprises (RUSHA) | 0.0 | $217k | 5.0k | 43.40 | |
iShares Gold Trust | 0.0 | $163k | 14k | 12.05 | |
Rush Enterprises (RUSHB) | 0.0 | $243k | 5.5k | 43.89 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $290k | 2.0k | 143.78 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $211k | 2.9k | 73.72 | |
Investment Company Of America (AIVSX) | 0.0 | $326k | 8.1k | 40.30 | |
Aberdeen Emerging Markets (ABEMX) | 0.0 | $220k | 15k | 14.37 | |
Duke Energy (DUK) | 0.0 | $227k | 2.9k | 79.09 | |
Arbitrage Fund - I equity (ARBNX) | 0.0 | $197k | 15k | 13.05 | |
Gabelli Abc Fund-advisors fund (GADVX) | 0.0 | $197k | 19k | 10.31 | |
Thornburg Intl Value Fd-r5 fund | 0.0 | $283k | 12k | 23.52 | |
Lazard Intl Strat Equity In mf | 0.0 | $294k | 19k | 15.74 | |
Wec Energy Group (WEC) | 0.0 | $223k | 3.4k | 64.79 | |
Atos Origin Sa (AEXAY) | 0.0 | $257k | 9.4k | 27.43 | |
Volvo Ab (VLVLY) | 0.0 | $305k | 19k | 15.82 | |
Westwood Income Opportun-i fund | 0.0 | $183k | 12k | 15.45 | |
Booking Holdings (BKNG) | 0.0 | $272k | 134.00 | 2029.85 | |
Fiera Cap Ser Tr fund | 0.0 | $341k | 16k | 21.54 | |
Cleveland-cliffs (CLF) | 0.0 | $84k | 10k | 8.40 |