Stumpf Capital Management as of Dec. 31, 2017
Portfolio Holdings for Stumpf Capital Management
Stumpf Capital Management holds 43 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 69.2 | $75M | 1.2M | 60.67 | |
| Chevron Corporation (CVX) | 23.4 | $25M | 202k | 125.19 | |
| Verizon Communications (VZ) | 1.6 | $1.7M | 33k | 52.94 | |
| Target Corporation (TGT) | 1.4 | $1.5M | 24k | 65.25 | |
| GlaxoSmithKline | 1.3 | $1.4M | 41k | 35.47 | |
| At&t (T) | 1.1 | $1.2M | 32k | 38.88 | |
| Vodafone Group New Adr F (VOD) | 0.6 | $638k | 20k | 31.90 | |
| Altria (MO) | 0.3 | $286k | 4.0k | 71.50 | |
| Philip Morris International (PM) | 0.2 | $275k | 2.6k | 105.77 | |
| General Motors Company (GM) | 0.1 | $131k | 3.2k | 40.94 | |
| Apple (AAPL) | 0.1 | $81k | 480.00 | 168.75 | |
| Netflix (NFLX) | 0.1 | $67k | 350.00 | 191.43 | |
| Under Armour (UAA) | 0.1 | $61k | 4.2k | 14.45 | |
| Cisco Systems (CSCO) | 0.0 | $38k | 1.0k | 38.00 | |
| Qualcomm (QCOM) | 0.0 | $41k | 655.00 | 62.60 | |
| Facebook Inc cl a (META) | 0.0 | $44k | 250.00 | 176.00 | |
| 0.0 | $41k | 1.7k | 24.12 | ||
| International Business Machines (IBM) | 0.0 | $37k | 240.00 | 154.17 | |
| Macy's (M) | 0.0 | $30k | 1.2k | 25.32 | |
| EOG Resources (EOG) | 0.0 | $35k | 325.00 | 107.69 | |
| SPDR S&P Biotech (XBI) | 0.0 | $33k | 390.00 | 84.62 | |
| Mattel (MAT) | 0.0 | $19k | 1.3k | 15.12 | |
| Transocean (RIG) | 0.0 | $22k | 2.1k | 10.50 | |
| Las Vegas Sands (LVS) | 0.0 | $17k | 244.00 | 69.67 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $27k | 249.00 | 108.43 | |
| Palo Alto Networks (PANW) | 0.0 | $27k | 185.00 | 145.95 | |
| Vale (VALE) | 0.0 | $8.0k | 664.00 | 12.05 | |
| Helmerich & Payne (HP) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Novartis (NVS) | 0.0 | $6.0k | 72.00 | 83.33 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.0k | 105.00 | 76.19 | |
| Encana Corp | 0.0 | $6.0k | 469.00 | 12.79 | |
| Total (TTE) | 0.0 | $10k | 182.00 | 54.95 | |
| Amazon (AMZN) | 0.0 | $12k | 10.00 | 1200.00 | |
| Navistar International Corporation | 0.0 | $9.0k | 202.00 | 44.55 | |
| Carlyle Group | 0.0 | $8.0k | 333.00 | 24.02 | |
| Fireeye | 0.0 | $10k | 700.00 | 14.29 | |
| Lendingclub | 0.0 | $6.0k | 1.5k | 4.00 | |
| Chanticleer Hldgs | 0.0 | $6.0k | 2.1k | 2.86 | |
| Ford Motor Company (F) | 0.0 | $2.0k | 175.00 | 11.43 | |
| Och-Ziff Capital Management | 0.0 | $2.0k | 664.00 | 3.01 | |
| Shake Shack Inc cl a (SHAK) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $998.400000 | 320.00 | 3.12 | |
| Snap Inc cl a (SNAP) | 0.0 | $1.0k | 50.00 | 20.00 |
