Stevens First Principles Investment Advisors as of Sept. 30, 2013
Portfolio Holdings for Stevens First Principles Investment Advisors
Stevens First Principles Investment Advisors holds 210 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Western Union Company (WU) | 4.9 | $8.3M | 443k | 18.70 | |
Potlatch Corporation (PCH) | 3.5 | $5.9M | 148k | 39.68 | |
Encana Corp | 2.9 | $4.9M | 281k | 17.33 | |
D Archer-daniels Midla Nd Co Com Common Stock 0 | 2.8 | $4.7M | 126k | 36.84 | |
Industries N shs - a - (LYB) | 2.7 | $4.5M | 62k | 73.23 | |
Weyerhaeuser Company (WY) | 2.6 | $4.5M | 156k | 28.63 | |
CSX Corporation (CSX) | 2.6 | $4.4M | 172k | 25.74 | |
Tenaris (TS) | 2.6 | $4.4M | 94k | 46.78 | |
Qualcomm (QCOM) | 2.5 | $4.2M | 63k | 67.33 | |
TECO Energy | 2.5 | $4.2M | 252k | 16.54 | |
National-Oilwell Var | 2.4 | $4.1M | 52k | 78.11 | |
Imperial Oil (IMO) | 2.4 | $4.1M | 93k | 43.96 | |
Novartis (NVS) | 2.4 | $4.0M | 52k | 76.70 | |
Cenovus Energy (CVE) | 2.3 | $3.9M | 130k | 29.85 | |
Intel Corporation (INTC) | 2.1 | $3.6M | 158k | 22.92 | |
Church & Dwight (CHD) | 2.1 | $3.6M | 60k | 60.06 | |
Norfolk Southern (NSC) | 2.0 | $3.4M | 44k | 77.36 | |
Rayonier (RYN) | 2.0 | $3.4M | 62k | 55.64 | |
Suntrust Banks Inc $1.00 Par Cmn | 2.0 | $3.4M | 105k | 32.42 | |
SYSCO Corporation (SYY) | 1.9 | $3.1M | 98k | 31.83 | |
Nextera Energy (NEE) | 1.8 | $3.0M | 38k | 80.16 | |
Exxon Mobil Corporation (XOM) | 1.7 | $2.9M | 34k | 86.04 | |
WisdomTree Japan Total Dividend (DXJ) | 1.6 | $2.8M | 58k | 47.93 | |
Andersons Inc Com Stk | 1.6 | $2.7M | 38k | 69.90 | |
China Fund (CHN) | 1.6 | $2.6M | 122k | 21.71 | |
Spectra Energy | 1.5 | $2.5M | 73k | 34.23 | |
Plum Creek Timber | 1.4 | $2.4M | 52k | 46.82 | |
Pepsi (PEP) | 1.4 | $2.3M | 29k | 79.49 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 1.3 | $2.3M | 59k | 38.40 | |
Boardwalk Pipeline | 1.3 | $2.2M | 72k | 30.37 | |
Alexander & Baldwin Inc C ommon stock 0 | 1.3 | $2.2M | 61k | 36.02 | |
BECTON DICKINSON & CO Com Stk | 1.3 | $2.1M | 21k | 100.02 | |
Pinnacle West Capital Corporation (PNW) | 1.2 | $2.0M | 37k | 54.73 | |
General Electric Company | 1.1 | $1.9M | 78k | 23.90 | |
Nuveen Muni Value Fund (NUV) | 1.1 | $1.8M | 202k | 9.13 | |
John Wiley & Sons (WLY) | 1.0 | $1.7M | 37k | 47.70 | |
E.I. du Pont de Nemours & Company | 1.0 | $1.7M | 29k | 58.56 | |
Moog (MOG.A) | 1.0 | $1.7M | 29k | 58.67 | |
Discover Financial Services (DFS) | 1.0 | $1.7M | 33k | 50.54 | |
Pepco Holdings | 0.9 | $1.6M | 86k | 18.46 | |
Deere & Company (DE) | 0.9 | $1.6M | 19k | 81.37 | |
Matson (MATX) | 0.9 | $1.6M | 60k | 26.22 | |
Potash Corp. Of Saskatchewan I | 0.9 | $1.5M | 49k | 31.29 | |
Total (TTE) | 0.9 | $1.5M | 26k | 57.93 | |
J Global (ZD) | 0.9 | $1.5M | 31k | 49.53 | |
ConocoPhillips (COP) | 0.9 | $1.5M | 22k | 69.53 | |
Agco Corp Com Usd0.01 | 0.8 | $1.4M | 23k | 60.43 | |
GlaxoSmithKline | 0.7 | $1.2M | 25k | 50.15 | |
UnitedHealth (UNH) | 0.7 | $1.1M | 16k | 71.61 | |
Abbott Laboratories | 0.7 | $1.1M | 34k | 33.20 | |
Bp Plc-spons | 0.6 | $1.1M | 26k | 42.05 | |
Government Properties Income Trust | 0.6 | $1.1M | 45k | 23.93 | |
Bk Of Hawaii Corp | 0.6 | $1.0M | 19k | 54.45 | |
People's United Financial | 0.6 | $988k | 69k | 14.38 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $919k | 5.5k | 168.01 | |
Royal Dutch Shell | 0.5 | $905k | 13k | 68.87 | |
BANK NEW YORK MELLON Corp Com Stk | 0.5 | $890k | 30k | 30.18 | |
Pfizer (PFE) | 0.5 | $863k | 30k | 28.73 | |
P.H. Glatfelter Company | 0.5 | $814k | 30k | 27.06 | |
Via | 0.5 | $756k | 9.0k | 83.63 | |
Consolidated-Tomoka Land | 0.4 | $626k | 16k | 38.49 | |
Xylem (XYL) | 0.3 | $477k | 17k | 27.90 | |
Hasbro (HAS) | 0.2 | $403k | 8.5k | 47.19 | |
Dow Chemical Company | 0.2 | $400k | 10k | 38.38 | |
Sensient Technologies Corporation (SXT) | 0.2 | $399k | 8.3k | 47.90 | |
Pimco Total Return Etf totl (BOND) | 0.2 | $387k | 3.7k | 105.88 | |
Big Lots | 0.2 | $368k | 9.9k | 37.08 | |
Cisco Systems (CSCO) | 0.2 | $359k | 15k | 23.45 | |
Apple Computer | 0.2 | $357k | 748.00 | 477.27 | |
Aberdeen Asia Pacific Incom | 0.2 | $356k | 59k | 6.06 | |
McDonald's Corporation (MCD) | 0.2 | $312k | 3.2k | 96.27 | |
Walgreen Company | 0.2 | $299k | 5.6k | 53.87 | |
Mosaic (MOS) | 0.2 | $305k | 7.1k | 43.08 | |
Hollyfrontier Corp | 0.2 | $302k | 7.2k | 42.09 | |
Adams Express | 0.2 | $267k | 22k | 12.37 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $248k | 2.9k | 84.38 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $244k | 6.6k | 37.14 | |
Union Pacific Corporation (UNP) | 0.1 | $235k | 1.5k | 155.12 | |
Avista Corporation (AVA) | 0.1 | $232k | 8.8k | 26.45 | |
Honeywell International (HON) | 0.1 | $237k | 2.9k | 83.01 | |
Seaboard Corporation (SEB) | 0.1 | $242k | 88.00 | 2750.00 | |
Coca-Cola Company (KO) | 0.1 | $212k | 5.6k | 37.86 | |
Tootsie Roll Industries (TR) | 0.1 | $205k | 6.6k | 30.83 | |
Industrias Bachoco, S.A.B. de C.V. | 0.1 | $179k | 4.5k | 39.43 | |
Beneficial Mutual Ban | 0.1 | $184k | 18k | 9.98 | |
Costco Wholesale Corporation (COST) | 0.1 | $174k | 1.5k | 115.00 | |
Johnson & Johnson (JNJ) | 0.1 | $165k | 1.9k | 86.84 | |
Edwards Lifesciences (EW) | 0.1 | $157k | 2.3k | 69.78 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $151k | 1.6k | 94.38 | |
Vodafone | 0.1 | $151k | 4.3k | 35.17 | |
Syngenta | 0.1 | $150k | 1.9k | 81.08 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $150k | 2.7k | 56.60 | |
Kraft Foods | 0.1 | $144k | 2.7k | 52.55 | |
Liberty Media | 0.1 | $147k | 1.0k | 147.00 | |
Medtronic | 0.1 | $133k | 2.5k | 53.20 | |
Morgan Stanley (MS) | 0.1 | $135k | 5.0k | 27.00 | |
Ford Motor Company (F) | 0.1 | $127k | 7.5k | 16.93 | |
iShares MSCI Taiwan Index | 0.1 | $134k | 9.6k | 13.93 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.1 | $136k | 2.6k | 53.12 | |
Facebook Inc cl a (META) | 0.1 | $136k | 2.7k | 50.37 | |
Libertyinteractivecorp lbtventcoma | 0.1 | $132k | 1.5k | 88.00 | |
Johnson Controls | 0.1 | $125k | 3.0k | 41.67 | |
Exelon Corporation (EXC) | 0.1 | $123k | 4.2k | 29.64 | |
Citizens Holding Company (CIZN) | 0.1 | $119k | 6.6k | 18.09 | |
Amer Intl Grp Com Usd2.50 | 0.1 | $117k | 2.4k | 48.75 | |
Directv | 0.1 | $120k | 2.0k | 60.00 | |
Eaton (ETN) | 0.1 | $110k | 1.6k | 68.75 | |
Vale (VALE) | 0.1 | $103k | 6.6k | 15.61 | |
Joy Global | 0.1 | $102k | 2.0k | 51.00 | |
Leucadia National | 0.1 | $103k | 3.8k | 27.28 | |
Walt Disney Company (DIS) | 0.1 | $108k | 1.7k | 64.29 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $104k | 2.0k | 52.00 | |
Rite Aid Corporation | 0.1 | $95k | 20k | 4.75 | |
Alere | 0.1 | $101k | 3.3k | 30.61 | |
MetLife (MET) | 0.1 | $100k | 2.1k | 46.84 | |
Vanguard European ETF (VGK) | 0.1 | $104k | 1.9k | 54.74 | |
Yum! Brands (YUM) | 0.1 | $86k | 1.2k | 71.67 | |
TJX Companies (TJX) | 0.1 | $90k | 1.6k | 56.25 | |
Prudential Financial (PRU) | 0.1 | $87k | 1.1k | 77.68 | |
Edison International (EIX) | 0.1 | $92k | 2.0k | 46.00 | |
Global Cash Access Holdings | 0.1 | $78k | 10k | 7.80 | |
Anadarko Pete Corp | 0.1 | $84k | 900.00 | 93.33 | |
Microsoft Corporation (MSFT) | 0.0 | $75k | 2.3k | 33.13 | |
Cardinal Health (CAH) | 0.0 | $61k | 1.2k | 52.14 | |
Timken Company (TKR) | 0.0 | $66k | 1.1k | 60.00 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $65k | 700.00 | 92.86 | |
Schlumberger (SLB) | 0.0 | $71k | 800.00 | 88.75 | |
Lowe's Companies (LOW) | 0.0 | $71k | 1.5k | 47.33 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $73k | 1.4k | 54.07 | |
Itt | 0.0 | $66k | 1.8k | 35.93 | |
Curtiss-Wright (CW) | 0.0 | $52k | 1.1k | 46.85 | |
Verizon Communications (VZ) | 0.0 | $43k | 921.00 | 46.69 | |
Liberty Media | 0.0 | $47k | 2.0k | 23.50 | |
Royal Dutch Shell | 0.0 | $48k | 735.00 | 65.31 | |
Orbital Sciences | 0.0 | $50k | 2.4k | 21.10 | |
PPL Corporation (PPL) | 0.0 | $50k | 1.7k | 30.12 | |
Key (KEY) | 0.0 | $57k | 5.0k | 11.40 | |
Lam Research Corporation (LRCX) | 0.0 | $56k | 1.1k | 50.91 | |
Guess? (GES) | 0.0 | $54k | 1.8k | 29.59 | |
Textron (TXT) | 0.0 | $57k | 2.1k | 27.47 | |
Exelis | 0.0 | $58k | 3.7k | 15.78 | |
Sarepta Therapeutics (SRPT) | 0.0 | $47k | 1.0k | 47.00 | |
Starz - Liberty Capital | 0.0 | $56k | 2.0k | 28.00 | |
BioMarin Pharmaceutical (BMRN) | 0.0 | $29k | 400.00 | 72.50 | |
Bristol Myers Squibb (BMY) | 0.0 | $32k | 700.00 | 45.71 | |
Xilinx | 0.0 | $33k | 700.00 | 47.14 | |
CVS Caremark Corporation (CVS) | 0.0 | $30k | 525.00 | 57.14 | |
Hess (HES) | 0.0 | $39k | 500.00 | 78.00 | |
Sempra Energy (SRE) | 0.0 | $26k | 300.00 | 86.67 | |
Trinity Industries (TRN) | 0.0 | $28k | 610.00 | 45.90 | |
Ecopetrol (EC) | 0.0 | $35k | 750.00 | 46.67 | |
Aar Corp | 0.0 | $40k | 1.5k | 27.03 | |
Phillips 66 (PSX) | 0.0 | $29k | 500.00 | 58.00 | |
Sunshine Heart | 0.0 | $35k | 3.0k | 11.67 | |
D Stemline Therapeutics | 0.0 | $27k | 600.00 | 45.00 | |
Home Depot (HD) | 0.0 | $11k | 150.00 | 73.33 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $17k | 440.00 | 38.64 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $15k | 200.00 | 75.00 | |
Chevron Corporation (CVX) | 0.0 | $12k | 96.00 | 125.00 | |
Thermo Fisher Scientific (TMO) | 0.0 | $9.0k | 100.00 | 90.00 | |
Diageo (DEO) | 0.0 | $19k | 150.00 | 126.67 | |
Merck & Co (MRK) | 0.0 | $21k | 450.00 | 46.67 | |
0.0 | $11k | 12.00 | 916.67 | ||
Array BioPharma | 0.0 | $12k | 2.0k | 6.00 | |
Sirius XM Radio | 0.0 | $14k | 3.5k | 4.00 | |
Pan American Silver Corp Can (PAAS) | 0.0 | $21k | 2.0k | 10.50 | |
Lexicon Pharmaceuticals | 0.0 | $12k | 5.0k | 2.40 | |
Suncor Energy (SU) | 0.0 | $24k | 670.00 | 35.82 | |
Celldex Therapeutics | 0.0 | $25k | 700.00 | 35.71 | |
SPDR S&P Dividend (SDY) | 0.0 | $25k | 367.00 | 68.12 | |
Derma Sciences | 0.0 | $25k | 2.0k | 12.50 | |
Novadaq Technologies | 0.0 | $25k | 1.5k | 16.67 | |
Rockwell Medical Technologies | 0.0 | $11k | 1.0k | 11.00 | |
Berkshire Hath-cl B | 0.0 | $20k | 180.00 | 111.11 | |
CKX Lands (CKX) | 0.0 | $12k | 835.00 | 14.37 | |
Endocyte | 0.0 | $11k | 800.00 | 13.75 | |
Acelrx Pharmaceuticals | 0.0 | $11k | 1.0k | 11.00 | |
Acadia Pharma Inc CS Usd0.0001 | 0.0 | $16k | 600.00 | 26.67 | |
Express Scripts Holding | 0.0 | $17k | 276.00 | 61.59 | |
Kythera Biopharmaceuticals I | 0.0 | $14k | 300.00 | 46.67 | |
Mei Pharma | 0.0 | $11k | 1.0k | 11.00 | |
Compass Minerals International (CMP) | 0.0 | $4.0k | 50.00 | 80.00 | |
Comcast Corporation (CMCSA) | 0.0 | $6.0k | 123.00 | 48.78 | |
Melco Crown Entertainment (MLCO) | 0.0 | $999.900000 | 45.00 | 22.22 | |
Petroleo Brasileiro SA (PBR) | 0.0 | $3.0k | 200.00 | 15.00 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $5.0k | 122.00 | 40.98 | |
Canadian Natl Ry (CNI) | 0.0 | $2.0k | 15.00 | 133.33 | |
Caterpillar (CAT) | 0.0 | $8.0k | 101.00 | 79.21 | |
Consolidated Edison (ED) | 0.0 | $6.0k | 107.00 | 56.07 | |
FirstEnergy (FE) | 0.0 | $8.0k | 215.00 | 37.21 | |
Apartment Investment and Management | 0.0 | $2.0k | 60.00 | 33.33 | |
Nike (NKE) | 0.0 | $4.0k | 50.00 | 80.00 | |
Canadian Natural Resources (CNQ) | 0.0 | $999.950000 | 35.00 | 28.57 | |
Southern Company (SO) | 0.0 | $6.0k | 134.00 | 44.78 | |
Aflac | 0.0 | $7.0k | 120.00 | 58.33 | |
Kellogg Company (K) | 0.0 | $6.0k | 100.00 | 60.00 | |
Dover Corporation (DOV) | 0.0 | $6.0k | 70.00 | 85.71 | |
Marathon Oil Corporation (MRO) | 0.0 | $6.0k | 160.00 | 37.50 | |
Gorman-Rupp Company (GRC) | 0.0 | $6.0k | 156.00 | 38.46 | |
Steven Madden (SHOO) | 0.0 | $1.0k | 25.00 | 40.00 | |
Medivation | 0.0 | $6.0k | 100.00 | 60.00 | |
MannKind Corporation | 0.0 | $3.0k | 590.00 | 5.08 | |
Tesla Motors (TSLA) | 0.0 | $4.0k | 20.00 | 200.00 | |
Chelsea Therapeutics International | 0.0 | $6.0k | 2.0k | 3.00 | |
Vanguard Value ETF (VTV) | 0.0 | $3.0k | 50.00 | 60.00 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.0 | $999.900000 | 30.00 | 33.33 | |
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $2.0k | 130.00 | 15.38 | |
Annaly C | 0.0 | $1.0k | 100.00 | 10.00 | |
Duke Energy (DUK) | 0.0 | $4.0k | 63.00 | 63.49 | |
Mondelez Int (MDLZ) | 0.0 | $6.0k | 200.00 | 30.00 |