Stevens First Principles Investment Advisors as of Dec. 31, 2014
Portfolio Holdings for Stevens First Principles Investment Advisors
Stevens First Principles Investment Advisors holds 213 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
CSX Corporation (CSX) | 4.0 | $6.1M | 168k | 36.23 | |
Archer Daniels Midland Company (ADM) | 4.0 | $6.0M | 116k | 52.00 | |
Potlatch Corporation (PCH) | 4.0 | $6.0M | 144k | 41.87 | |
Weyerhaeuser Company (WY) | 3.6 | $5.5M | 154k | 35.89 | |
Intel Corporation (INTC) | 3.6 | $5.5M | 152k | 36.29 | |
TECO Energy | 3.2 | $4.9M | 238k | 20.49 | |
Norfolk Southern (NSC) | 3.0 | $4.6M | 42k | 109.60 | |
Novartis (NVS) | 3.0 | $4.5M | 49k | 92.66 | |
Church & Dwight (CHD) | 3.0 | $4.5M | 57k | 78.81 | |
Suntrust Banks Inc $1.00 Par Cmn | 2.9 | $4.3M | 103k | 41.90 | |
Nextera Energy (NEE) | 2.5 | $3.8M | 36k | 106.28 | |
SYSCO Corporation (SYY) | 2.4 | $3.6M | 92k | 39.69 | |
Imperial Oil (IMO) | 2.4 | $3.6M | 83k | 43.04 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 2.1 | $3.2M | 57k | 55.62 | |
National-Oilwell Var | 2.0 | $3.0M | 46k | 65.52 | |
Exxon Mobil Corporation (XOM) | 2.0 | $3.0M | 32k | 92.46 | |
Becton, Dickinson and (BDX) | 1.9 | $2.9M | 21k | 139.15 | |
Encana Corp | 1.8 | $2.8M | 200k | 13.88 | |
Plum Creek Timber | 1.8 | $2.7M | 63k | 42.78 | |
Pepsi (PEP) | 1.6 | $2.5M | 27k | 94.57 | |
Cenovus Energy (CVE) | 1.6 | $2.5M | 121k | 20.63 | |
Alexander & Baldwin (ALEX) | 1.6 | $2.4M | 62k | 39.26 | |
Spectra Energy | 1.6 | $2.4M | 67k | 36.30 | |
General Electric Company | 1.6 | $2.4M | 94k | 25.27 | |
Rayonier (RYN) | 1.5 | $2.3M | 83k | 27.94 | |
Pinnacle West Capital Corporation (PNW) | 1.5 | $2.3M | 34k | 68.30 | |
Tenaris (TS) | 1.5 | $2.3M | 76k | 30.21 | |
Pepco Holdings | 1.4 | $2.1M | 80k | 26.93 | |
Discover Financial Services (DFS) | 1.4 | $2.1M | 32k | 65.48 | |
E.I. du Pont de Nemours & Company | 1.4 | $2.1M | 29k | 73.95 | |
Elbit Systems (ESLT) | 1.3 | $2.0M | 33k | 60.75 | |
Moog (MOG.A) | 1.3 | $1.9M | 26k | 74.03 | |
Nuveen Muni Value Fund (NUV) | 1.1 | $1.6M | 169k | 9.65 | |
Melco Crown Entertainment (MLCO) | 1.1 | $1.6M | 63k | 25.41 | |
WisdomTree Japan Total Dividend (DXJ) | 1.1 | $1.6M | 33k | 49.21 | |
GlaxoSmithKline | 1.1 | $1.6M | 37k | 42.74 | |
Dow Chemical Company | 1.0 | $1.6M | 34k | 45.61 | |
Total (TTE) | 1.0 | $1.5M | 29k | 52.89 | |
ConocoPhillips (COP) | 1.0 | $1.5M | 22k | 69.04 | |
Potash Corp. Of Saskatchewan I | 0.9 | $1.4M | 39k | 35.34 | |
Coca-Cola Company (KO) | 0.9 | $1.4M | 32k | 42.22 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $1.2M | 30k | 40.58 | |
AGCO Corporation (AGCO) | 0.7 | $1.1M | 24k | 45.20 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $989k | 4.8k | 205.61 | |
Bank of Hawaii Corporation (BOH) | 0.7 | $982k | 17k | 59.32 | |
Government Properties Income Trust | 0.7 | $988k | 43k | 23.01 | |
People's United Financial | 0.6 | $970k | 64k | 15.18 | |
BP (BP) | 0.6 | $910k | 24k | 38.12 | |
Pfizer (PFE) | 0.6 | $874k | 28k | 31.16 | |
Royal Dutch Shell | 0.6 | $875k | 13k | 69.55 | |
Via | 0.5 | $801k | 11k | 75.67 | |
P.H. Glatfelter Company | 0.5 | $810k | 32k | 25.56 | |
Synchrony Financial (SYF) | 0.5 | $795k | 27k | 29.76 | |
Hollyfrontier Corp | 0.5 | $766k | 20k | 37.47 | |
Triumph (TGI) | 0.5 | $720k | 11k | 67.23 | |
Apple (AAPL) | 0.4 | $671k | 6.1k | 110.33 | |
Aar (AIR) | 0.4 | $667k | 24k | 27.77 | |
Xylem (XYL) | 0.4 | $658k | 17k | 38.54 | |
Rayonier Advanced Matls (RYAM) | 0.4 | $596k | 27k | 22.32 | |
Hasbro (HAS) | 0.3 | $460k | 8.4k | 54.96 | |
Vodafone Group New Adr F (VOD) | 0.3 | $439k | 13k | 34.13 | |
Sensient Technologies Corporation (SXT) | 0.3 | $392k | 6.5k | 60.31 | |
Popular (BPOP) | 0.2 | $372k | 11k | 34.03 | |
Valero Energy Corporation (VLO) | 0.2 | $363k | 7.3k | 49.48 | |
Seaboard Corporation (SEB) | 0.2 | $369k | 88.00 | 4193.18 | |
Mosaic (MOS) | 0.2 | $332k | 7.3k | 45.60 | |
Adams Express Company (ADX) | 0.2 | $325k | 24k | 13.70 | |
Big Lots (BIGGQ) | 0.2 | $281k | 7.0k | 40.06 | |
Panera Bread Company | 0.2 | $245k | 1.4k | 175.00 | |
Facebook Inc cl a (META) | 0.2 | $250k | 3.2k | 78.12 | |
Edwards Lifesciences (EW) | 0.1 | $231k | 1.8k | 127.27 | |
Tootsie Roll Industries (TR) | 0.1 | $210k | 6.8k | 30.67 | |
UIL Holdings Corporation | 0.1 | $211k | 4.8k | 43.64 | |
Ecopetrol (EC) | 0.1 | $207k | 12k | 17.10 | |
Medtronic | 0.1 | $200k | 2.8k | 72.18 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $203k | 2.6k | 78.53 | |
Ensco Plc Shs Class A | 0.1 | $199k | 6.6k | 29.97 | |
Microsoft Corporation (MSFT) | 0.1 | $189k | 4.1k | 46.44 | |
Cisco Systems (CSCO) | 0.1 | $186k | 6.7k | 27.76 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $185k | 1.6k | 115.62 | |
Kraft Foods | 0.1 | $183k | 2.9k | 62.56 | |
Scotts Miracle-Gro Company (SMG) | 0.1 | $166k | 2.7k | 62.41 | |
Directv | 0.1 | $173k | 2.0k | 86.50 | |
Walt Disney Company (DIS) | 0.1 | $158k | 1.7k | 94.05 | |
John Wiley & Sons (WLY) | 0.1 | $157k | 2.7k | 59.25 | |
Exelon Corporation (EXC) | 0.1 | $146k | 4.0k | 36.96 | |
MetLife (MET) | 0.1 | $158k | 2.9k | 54.26 | |
Exelis | 0.1 | $153k | 8.7k | 17.52 | |
Time Warner | 0.1 | $143k | 1.7k | 85.27 | |
Avista Corporation (AVA) | 0.1 | $138k | 3.9k | 35.48 | |
Qualcomm (QCOM) | 0.1 | $130k | 1.8k | 74.29 | |
Edison International (EIX) | 0.1 | $131k | 2.0k | 65.50 | |
Union Pacific Corporation (UNP) | 0.1 | $129k | 1.1k | 119.44 | |
Honeywell International (HON) | 0.1 | $120k | 1.2k | 100.00 | |
United Technologies Corporation | 0.1 | $115k | 1.0k | 115.00 | |
Syngenta | 0.1 | $119k | 1.9k | 64.32 | |
Citizens Holding Company (CIZN) | 0.1 | $128k | 6.6k | 19.45 | |
Libertyinteractivecorp lbtventcoma | 0.1 | $124k | 3.3k | 37.76 | |
Intercept Pharmaceuticals In | 0.1 | $125k | 800.00 | 156.25 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $107k | 2.6k | 41.63 | |
Western Union Company (WU) | 0.1 | $105k | 5.9k | 17.83 | |
American Express Company (AXP) | 0.1 | $112k | 1.2k | 93.33 | |
Prudential Financial (PRU) | 0.1 | $101k | 1.1k | 90.18 | |
American International (AIG) | 0.1 | $112k | 2.0k | 56.00 | |
Dollar General (DG) | 0.1 | $106k | 1.5k | 70.67 | |
Bank of America Corporation (BAC) | 0.1 | $89k | 5.0k | 17.80 | |
Cardinal Health (CAH) | 0.1 | $94k | 1.2k | 80.34 | |
United Parcel Service (UPS) | 0.1 | $89k | 800.00 | 111.25 | |
Verizon Communications (VZ) | 0.1 | $94k | 2.0k | 46.84 | |
Deere & Company (DE) | 0.1 | $89k | 1.0k | 88.56 | |
Royal Dutch Shell | 0.1 | $89k | 1.3k | 66.67 | |
Starbucks Corporation (SBUX) | 0.1 | $98k | 1.2k | 81.67 | |
Walgreen Boots Alliance (WBA) | 0.1 | $91k | 1.2k | 75.83 | |
McDonald's Corporation (MCD) | 0.1 | $75k | 800.00 | 93.75 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $82k | 200.00 | 410.00 | |
Curtiss-Wright (CW) | 0.1 | $78k | 1.1k | 70.91 | |
Morgan Stanley (MS) | 0.1 | $78k | 2.0k | 39.00 | |
Merck & Co (MRK) | 0.1 | $82k | 1.5k | 56.55 | |
Unilever | 0.1 | $82k | 2.1k | 39.05 | |
Trinity Industries (TRN) | 0.1 | $80k | 2.9k | 28.02 | |
Textron (TXT) | 0.1 | $72k | 1.7k | 41.86 | |
Liberty Media Corp Del Com Ser C | 0.1 | $70k | 2.0k | 35.00 | |
Liberty Tripadvisor Hldgs (LTRPA) | 0.1 | $81k | 3.0k | 27.00 | |
Johnson & Johnson (JNJ) | 0.0 | $62k | 591.00 | 104.91 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $59k | 500.00 | 118.00 | |
Liberty Media | 0.0 | $59k | 2.0k | 29.50 | |
PPL Corporation (PPL) | 0.0 | $68k | 1.9k | 36.46 | |
Lululemon Athletica (LULU) | 0.0 | $61k | 1.1k | 55.45 | |
Abbvie (ABBV) | 0.0 | $65k | 1.0k | 65.00 | |
Starz - Liberty Capital | 0.0 | $59k | 2.0k | 29.50 | |
Lear Corporation (LEA) | 0.0 | $39k | 400.00 | 97.50 | |
MasterCard Incorporated (MA) | 0.0 | $43k | 500.00 | 86.00 | |
Bristol Myers Squibb (BMY) | 0.0 | $41k | 700.00 | 58.57 | |
CVS Caremark Corporation (CVS) | 0.0 | $51k | 525.00 | 97.14 | |
eBay (EBAY) | 0.0 | $49k | 875.00 | 56.00 | |
Washington Federal (WAFD) | 0.0 | $48k | 2.2k | 22.17 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $44k | 8.0k | 5.50 | |
Berkshire Hathaway (BRK.B) | 0.0 | $27k | 180.00 | 150.00 | |
Costco Wholesale Corporation (COST) | 0.0 | $30k | 213.00 | 140.85 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $27k | 300.00 | 90.00 | |
Chevron Corporation (CVX) | 0.0 | $32k | 282.00 | 113.48 | |
BB&T Corporation | 0.0 | $34k | 885.00 | 38.42 | |
Hess (HES) | 0.0 | $26k | 355.00 | 73.24 | |
Southern Company (SO) | 0.0 | $25k | 500.00 | 50.00 | |
Sempra Energy (SRE) | 0.0 | $33k | 300.00 | 110.00 | |
Guess? (GES) | 0.0 | $35k | 1.7k | 21.08 | |
Suncor Energy (SU) | 0.0 | $32k | 1.0k | 32.00 | |
SPDR S&P Dividend (SDY) | 0.0 | $29k | 367.00 | 79.02 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $33k | 391.00 | 84.40 | |
Itt | 0.0 | $25k | 607.00 | 41.19 | |
Liberty Media | 0.0 | $35k | 1.0k | 35.00 | |
Dbx Etf Tr dbxtr har cs 300 (ASHR) | 0.0 | $28k | 750.00 | 37.33 | |
Liberty Broadband Cl C (LBRDK) | 0.0 | $25k | 500.00 | 50.00 | |
Genworth Financial (GNW) | 0.0 | $13k | 1.5k | 8.44 | |
Hartford Financial Services (HIG) | 0.0 | $19k | 450.00 | 42.22 | |
Monsanto Company | 0.0 | $22k | 182.00 | 120.88 | |
Home Depot (HD) | 0.0 | $20k | 186.00 | 107.53 | |
Baxter International (BAX) | 0.0 | $11k | 155.00 | 70.97 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $17k | 300.00 | 56.67 | |
FirstEnergy (FE) | 0.0 | $8.0k | 215.00 | 37.21 | |
At&t (T) | 0.0 | $11k | 335.00 | 32.84 | |
Travelers Companies (TRV) | 0.0 | $15k | 145.00 | 103.45 | |
Molson Coors Brewing Company (TAP) | 0.0 | $15k | 195.00 | 76.92 | |
Thermo Fisher Scientific (TMO) | 0.0 | $13k | 100.00 | 130.00 | |
Diageo (DEO) | 0.0 | $8.0k | 70.00 | 114.29 | |
Procter & Gamble Company (PG) | 0.0 | $18k | 201.00 | 89.55 | |
Target Corporation (TGT) | 0.0 | $16k | 205.00 | 78.05 | |
Gilead Sciences (GILD) | 0.0 | $19k | 200.00 | 95.00 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $13k | 480.00 | 27.08 | |
Marathon Oil Corporation (MRO) | 0.0 | $19k | 688.00 | 27.62 | |
Innospec (IOSP) | 0.0 | $14k | 320.00 | 43.75 | |
Exelixis (EXEL) | 0.0 | $8.0k | 5.5k | 1.45 | |
Celgene Corporation | 0.0 | $22k | 200.00 | 110.00 | |
Medivation | 0.0 | $10k | 100.00 | 100.00 | |
Spirit AeroSystems Holdings (SPR) | 0.0 | $19k | 440.00 | 43.18 | |
General Motors Company (GM) | 0.0 | $14k | 400.00 | 35.00 | |
Derma Sciences | 0.0 | $14k | 1.5k | 9.33 | |
Novadaq Technologies | 0.0 | $17k | 1.0k | 17.00 | |
CKX Lands (CKX) | 0.0 | $14k | 835.00 | 16.77 | |
pSivida | 0.0 | $12k | 3.0k | 4.00 | |
Pernix Therapeutics Holdings | 0.0 | $9.0k | 1.0k | 9.00 | |
Zeltiq Aesthetics | 0.0 | $17k | 600.00 | 28.33 | |
Express Scripts Holding | 0.0 | $20k | 238.00 | 84.03 | |
Phillips 66 (PSX) | 0.0 | $9.0k | 130.00 | 69.23 | |
Servicenow (NOW) | 0.0 | $22k | 320.00 | 68.75 | |
Sirius Xm Holdings (SIRI) | 0.0 | $12k | 3.5k | 3.43 | |
Relypsa | 0.0 | $15k | 500.00 | 30.00 | |
Tokai Pharmaceuticals | 0.0 | $16k | 1.1k | 14.55 | |
Foamix Pharmaceuticals | 0.0 | $14k | 2.0k | 7.00 | |
Halyard Health | 0.0 | $9.0k | 200.00 | 45.00 | |
Liberty Broadband Corporation (LBRDA) | 0.0 | $13k | 250.00 | 52.00 | |
Compass Minerals International (CMP) | 0.0 | $4.0k | 50.00 | 80.00 | |
Comcast Corporation (CMCSA) | 0.0 | $7.0k | 123.00 | 56.91 | |
Annaly Capital Management | 0.0 | $1.0k | 100.00 | 10.00 | |
AFLAC Incorporated (AFL) | 0.0 | $7.0k | 120.00 | 58.33 | |
Apartment Investment and Management | 0.0 | $2.0k | 60.00 | 33.33 | |
0.0 | $6.0k | 12.00 | 500.00 | ||
Dover Corporation (DOV) | 0.0 | $5.0k | 70.00 | 71.43 | |
iShares Russell 2000 Index (IWM) | 0.0 | $1.0k | 10.00 | 100.00 | |
Gorman-Rupp Company (GRC) | 0.0 | $6.0k | 195.00 | 30.77 | |
Steven Madden (SHOO) | 0.0 | $1.0k | 37.00 | 27.03 | |
MannKind Corporation | 0.0 | $3.0k | 590.00 | 5.08 | |
Geron Corporation (GERN) | 0.0 | $3.0k | 1.0k | 3.00 | |
Amicus Therapeutics (FOLD) | 0.0 | $3.0k | 400.00 | 7.50 | |
China Fund (CHN) | 0.0 | $0 | 1.00 | 0.00 | |
Vanguard Value ETF (VTV) | 0.0 | $4.0k | 50.00 | 80.00 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $2.0k | 30.00 | 66.67 | |
Chemocentryx | 0.0 | $7.0k | 1.0k | 7.00 | |
Sarepta Therapeutics (SRPT) | 0.0 | $7.0k | 500.00 | 14.00 | |
Mondelez Int (MDLZ) | 0.0 | $7.0k | 200.00 | 35.00 | |
Mei Pharma | 0.0 | $6.0k | 1.5k | 4.00 | |
Knowles (KN) | 0.0 | $0 | 12.00 | 0.00 | |
Vectrus (VVX) | 0.0 | $4.0k | 158.00 | 25.32 |