Stevens First Principles Investment Advisors as of Sept. 30, 2018
Portfolio Holdings for Stevens First Principles Investment Advisors
Stevens First Principles Investment Advisors holds 168 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Paypal Holdings (PYPL) | 8.3 | $14M | 164k | 87.84 | |
CSX Corporation (CSX) | 6.3 | $11M | 148k | 74.05 | |
Weyerhaeuser Company (WY) | 4.6 | $8.0M | 247k | 32.27 | |
Norfolk Southern (NSC) | 4.0 | $6.9M | 38k | 180.49 | |
Archer Daniels Midland Company (ADM) | 3.5 | $6.1M | 121k | 50.27 | |
SYSCO Corporation (SYY) | 3.5 | $6.1M | 83k | 73.24 | |
Church & Dwight (CHD) | 3.5 | $6.0M | 102k | 59.37 | |
At&t (T) | 3.4 | $5.8M | 174k | 33.58 | |
Nextera Energy (NEE) | 3.0 | $5.2M | 31k | 167.60 | |
Nuveen Muni Value Fund (NUV) | 3.0 | $5.2M | 557k | 9.36 | |
Potlatch Corporation (PCH) | 2.9 | $5.0M | 121k | 40.95 | |
D.R. Horton (DHI) | 2.8 | $4.8M | 114k | 42.18 | |
Becton, Dickinson and (BDX) | 2.5 | $4.4M | 17k | 261.00 | |
Exxon Mobil Corporation (XOM) | 2.3 | $4.0M | 47k | 85.01 | |
Gilead Sciences (GILD) | 2.3 | $4.0M | 52k | 77.21 | |
W.R. Berkley Corporation (WRB) | 2.1 | $3.7M | 46k | 79.92 | |
Allstate Corporation (ALL) | 2.0 | $3.5M | 35k | 98.71 | |
Elbit Systems (ESLT) | 1.9 | $3.4M | 27k | 125.51 | |
Dowdupont | 1.9 | $3.4M | 53k | 64.31 | |
CVS Caremark Corporation (CVS) | 1.9 | $3.3M | 41k | 78.71 | |
Total (TTE) | 1.8 | $3.2M | 50k | 64.38 | |
Vodafone Group New Adr F (VOD) | 1.8 | $3.2M | 146k | 21.70 | |
Mueller Water Products (MWA) | 1.6 | $2.9M | 250k | 11.51 | |
Dominion Resources (D) | 1.6 | $2.8M | 40k | 70.28 | |
Rayonier (RYN) | 1.6 | $2.7M | 80k | 33.81 | |
Via | 1.5 | $2.6M | 77k | 33.75 | |
Abb (ABBNY) | 1.4 | $2.5M | 105k | 23.63 | |
Mondelez Int (MDLZ) | 1.4 | $2.5M | 57k | 42.95 | |
Cisco Systems (CSCO) | 1.4 | $2.4M | 49k | 48.65 | |
SPDR Gold Trust (GLD) | 1.4 | $2.4M | 21k | 112.75 | |
Moog (MOG.A) | 1.2 | $2.2M | 25k | 85.97 | |
Alexander & Baldwin (ALEX) | 1.2 | $2.1M | 91k | 22.70 | |
GlaxoSmithKline | 1.0 | $1.7M | 42k | 40.17 | |
General Dynamics Corporation (GD) | 0.9 | $1.5M | 7.4k | 204.71 | |
Pfizer (PFE) | 0.8 | $1.5M | 33k | 44.07 | |
Xylem (XYL) | 0.8 | $1.3M | 17k | 79.89 | |
AGCO Corporation (AGCO) | 0.8 | $1.3M | 22k | 60.78 | |
Lgi Homes (LGIH) | 0.7 | $1.3M | 27k | 47.44 | |
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.7 | $1.2M | 42k | 28.51 | |
Kaman Corporation | 0.7 | $1.1M | 17k | 66.78 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.6 | $1.1M | 177k | 6.30 | |
Apple (AAPL) | 0.6 | $1.1M | 4.9k | 225.79 | |
Royal Dutch Shell | 0.6 | $1.0M | 15k | 70.96 | |
Lions Gate Entmnt Corp cl a vtg (LGF.A) | 0.6 | $953k | 39k | 24.40 | |
Phibro Animal Health Corporati*on Cmn Class A (PAHC) | 0.4 | $760k | 18k | 42.90 | |
Cyberark Software (CYBR) | 0.4 | $762k | 9.6k | 79.79 | |
Hasbro (HAS) | 0.4 | $752k | 7.2k | 105.17 | |
Eaton (ETN) | 0.4 | $643k | 7.4k | 86.72 | |
Textron (TXT) | 0.3 | $566k | 6.1k | 92.41 | |
Republic Services (RSG) | 0.3 | $516k | 7.1k | 72.62 | |
Edwards Lifesciences (EW) | 0.3 | $510k | 2.9k | 174.12 | |
Sensient Technologies Corporation (SXT) | 0.3 | $497k | 6.5k | 76.46 | |
Facebook Inc cl a (META) | 0.3 | $497k | 3.0k | 164.46 | |
Seaboard Corporation (SEB) | 0.2 | $419k | 113.00 | 3707.96 | |
Royal Gold (RGLD) | 0.2 | $385k | 5.0k | 77.00 | |
Pepsi (PEP) | 0.2 | $358k | 3.2k | 111.88 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $344k | 3.8k | 91.61 | |
Polaris Industries (PII) | 0.2 | $339k | 3.4k | 100.89 | |
Etf Managers Tr purefunds ise cy | 0.2 | $319k | 8.0k | 40.08 | |
Bristol Myers Squibb (BMY) | 0.2 | $278k | 4.5k | 62.16 | |
Boston Scientific Corporation (BSX) | 0.1 | $247k | 6.4k | 38.44 | |
Tootsie Roll Industries (TR) | 0.1 | $232k | 7.9k | 29.23 | |
Honeywell International (HON) | 0.1 | $203k | 1.2k | 166.80 | |
Eagle Materials (EXP) | 0.1 | $204k | 2.4k | 85.18 | |
Aon | 0.1 | $203k | 1.3k | 154.14 | |
Microsoft Corporation (MSFT) | 0.1 | $200k | 1.8k | 114.09 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $191k | 2.2k | 87.10 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $182k | 1.6k | 113.75 | |
Union Pacific Corporation (UNP) | 0.1 | $179k | 1.1k | 162.43 | |
Merck & Co (MRK) | 0.1 | $182k | 2.6k | 71.04 | |
Scotts Miracle-Gro Company (SMG) | 0.1 | $182k | 2.3k | 78.62 | |
Brown-Forman Corporation (BF.B) | 0.1 | $159k | 3.1k | 50.57 | |
John Wiley & Sons (WLY) | 0.1 | $161k | 2.7k | 60.75 | |
Citizens Holding Company (CIZN) | 0.1 | $155k | 6.6k | 23.56 | |
Veeva Sys Inc cl a (VEEV) | 0.1 | $156k | 1.4k | 109.09 | |
Netflix (NFLX) | 0.1 | $116k | 310.00 | 374.19 | |
Ishares High Dividend Equity F (HDV) | 0.1 | $114k | 1.3k | 90.91 | |
Starbucks Corporation (SBUX) | 0.1 | $97k | 1.7k | 57.06 | |
Limoneira Company (LMNR) | 0.1 | $109k | 4.2k | 26.14 | |
Adams Express Company (ADX) | 0.1 | $97k | 5.8k | 16.72 | |
CKX Lands (CKX) | 0.1 | $107k | 11k | 10.13 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $104k | 87.00 | 1195.40 | |
Amazon (AMZN) | 0.1 | $90k | 45.00 | 2000.00 | |
Trinity Industries (TRN) | 0.1 | $81k | 2.2k | 36.82 | |
Oil-Dri Corporation of America (ODC) | 0.1 | $81k | 2.1k | 38.66 | |
Axalta Coating Sys (AXTA) | 0.1 | $87k | 3.0k | 29.00 | |
Kraft Heinz (KHC) | 0.1 | $95k | 1.7k | 55.07 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $64k | 220.00 | 290.91 | |
Sun Life Financial (SLF) | 0.0 | $62k | 1.6k | 39.62 | |
Alaska Air (ALK) | 0.0 | $64k | 930.00 | 68.82 | |
Washington Federal (WAFD) | 0.0 | $69k | 2.2k | 32.02 | |
Home Depot (HD) | 0.0 | $53k | 254.00 | 208.66 | |
Walt Disney Company (DIS) | 0.0 | $51k | 435.00 | 117.24 | |
Amgen (AMGN) | 0.0 | $54k | 260.00 | 207.69 | |
PPL Corporation (PPL) | 0.0 | $52k | 1.8k | 29.12 | |
Kansas City Southern | 0.0 | $59k | 520.00 | 113.46 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $57k | 516.00 | 110.47 | |
Berkshire Hathaway (BRK.B) | 0.0 | $39k | 180.00 | 216.67 | |
Chevron Corporation (CVX) | 0.0 | $31k | 254.00 | 122.05 | |
Avid Technology | 0.0 | $42k | 7.0k | 6.00 | |
Thermo Fisher Scientific (TMO) | 0.0 | $27k | 110.00 | 245.45 | |
Jacobs Engineering | 0.0 | $42k | 555.00 | 75.68 | |
Gorman-Rupp Company (GRC) | 0.0 | $31k | 850.00 | 36.47 | |
SPDR S&P Dividend (SDY) | 0.0 | $31k | 316.00 | 98.10 | |
Auburn National Bancorporation (AUBN) | 0.0 | $38k | 1.0k | 38.00 | |
Southern Missouri Ban (SMBC) | 0.0 | $37k | 1.0k | 37.00 | |
Medtronic (MDT) | 0.0 | $27k | 271.00 | 99.63 | |
Alphabet Inc Class A cs (GOOGL) | 0.0 | $29k | 24.00 | 1208.33 | |
Chubb (CB) | 0.0 | $38k | 286.00 | 132.87 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $43k | 1.0k | 43.00 | |
Us Foods Hldg Corp call (USFD) | 0.0 | $43k | 1.4k | 30.94 | |
Alcoa (AA) | 0.0 | $38k | 932.00 | 40.77 | |
Snap Inc cl a (SNAP) | 0.0 | $34k | 4.0k | 8.55 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $24k | 570.00 | 42.11 | |
Johnson & Johnson (JNJ) | 0.0 | $26k | 191.00 | 136.13 | |
AFLAC Incorporated (AFL) | 0.0 | $11k | 240.00 | 45.83 | |
Lockheed Martin Corporation (LMT) | 0.0 | $22k | 63.00 | 349.21 | |
Procter & Gamble Company (PG) | 0.0 | $17k | 201.00 | 84.58 | |
Royal Dutch Shell | 0.0 | $23k | 337.00 | 68.25 | |
Exelon Corporation (EXC) | 0.0 | $20k | 461.00 | 43.38 | |
Marathon Oil Corporation (MRO) | 0.0 | $12k | 528.00 | 22.73 | |
Ventas (VTR) | 0.0 | $20k | 360.00 | 55.56 | |
BGC Partners | 0.0 | $23k | 2.0k | 11.65 | |
Pacific Mercantile Ban | 0.0 | $19k | 2.0k | 9.50 | |
Maui Land & Pineapple (MLP) | 0.0 | $26k | 2.0k | 13.00 | |
Tesla Motors (TSLA) | 0.0 | $12k | 45.00 | 266.67 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $17k | 203.00 | 83.74 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $10k | 800.00 | 12.50 | |
Abbvie (ABBV) | 0.0 | $15k | 161.00 | 93.17 | |
Sirius Xm Holdings (SIRI) | 0.0 | $22k | 3.5k | 6.29 | |
Rayonier Advanced Matls (RYAM) | 0.0 | $15k | 790.00 | 18.99 | |
Baozun (BZUN) | 0.0 | $25k | 515.00 | 48.54 | |
Redfin Corp (RDFN) | 0.0 | $19k | 1.0k | 19.00 | |
Loews Corporation (L) | 0.0 | $2.0k | 43.00 | 46.51 | |
Sociedad Quimica y Minera (SQM) | 0.0 | $1.0k | 20.00 | 50.00 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $6.0k | 56.00 | 107.14 | |
MasterCard Incorporated (MA) | 0.0 | $0 | 2.00 | 0.00 | |
Coca-Cola Company (KO) | 0.0 | $4.0k | 82.00 | 48.78 | |
McDonald's Corporation (MCD) | 0.0 | $3.0k | 18.00 | 166.67 | |
Pulte (PHM) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Cerner Corporation | 0.0 | $4.0k | 55.00 | 72.73 | |
Northrop Grumman Corporation (NOC) | 0.0 | $6.0k | 19.00 | 315.79 | |
Boeing Company (BA) | 0.0 | $4.0k | 11.00 | 363.64 | |
Verizon Communications (VZ) | 0.0 | $8.0k | 148.00 | 54.05 | |
Emerson Electric (EMR) | 0.0 | $3.0k | 43.00 | 69.77 | |
AstraZeneca (AZN) | 0.0 | $5.0k | 125.00 | 40.00 | |
Raytheon Company | 0.0 | $5.0k | 25.00 | 200.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $5.0k | 60.00 | 83.33 | |
Sanofi-Aventis SA (SNY) | 0.0 | $8.0k | 172.00 | 46.51 | |
Schlumberger (SLB) | 0.0 | $1.0k | 16.00 | 62.50 | |
Target Corporation (TGT) | 0.0 | $3.0k | 34.00 | 88.24 | |
American Electric Power Company (AEP) | 0.0 | $6.0k | 82.00 | 73.17 | |
Illinois Tool Works (ITW) | 0.0 | $2.0k | 15.00 | 133.33 | |
Prudential Financial (PRU) | 0.0 | $5.0k | 45.00 | 111.11 | |
Visa (V) | 0.0 | $2.0k | 15.00 | 133.33 | |
Advanced Micro Devices (AMD) | 0.0 | $999.900000 | 45.00 | 22.22 | |
Activision Blizzard | 0.0 | $0 | 5.00 | 0.00 | |
Steven Madden (SHOO) | 0.0 | $2.0k | 37.00 | 54.05 | |
SPDR S&P Retail (XRT) | 0.0 | $1.0k | 15.00 | 66.67 | |
Citigroup (C) | 0.0 | $3.0k | 36.00 | 83.33 | |
Alkermes (ALKS) | 0.0 | $3.0k | 70.00 | 42.86 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $2.0k | 8.00 | 250.00 | |
Grubhub | 0.0 | $1.0k | 6.00 | 166.67 | |
Alibaba Group Holding (BABA) | 0.0 | $2.0k | 15.00 | 133.33 | |
Momo | 0.0 | $0 | 5.00 | 0.00 | |
Advansix (ASIX) | 0.0 | $2.0k | 47.00 | 42.55 | |
Maxar Technologies | 0.0 | $7.0k | 210.00 | 33.33 | |
Call | 0.0 | $0 | 20k | 0.00 |