Stumpf Capital Management as of Dec. 31, 2018
Portfolio Holdings for Stumpf Capital Management
Stumpf Capital Management holds 28 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 64.1 | $61M | 1.3M | 46.08 | |
| Chevron Corporation (CVX) | 23.0 | $22M | 202k | 108.79 | |
| At&t (T) | 2.9 | $2.7M | 96k | 28.54 | |
| GlaxoSmithKline | 2.5 | $2.3M | 62k | 38.21 | |
| Verizon Communications (VZ) | 1.9 | $1.9M | 33k | 56.21 | |
| Target Corporation (TGT) | 1.6 | $1.6M | 24k | 66.09 | |
| Vodafone Group New Adr F (VOD) | 1.5 | $1.4M | 74k | 19.28 | |
| Macy's (M) | 0.6 | $612k | 21k | 29.78 | |
| Oneok (OKE) | 0.5 | $475k | 8.8k | 53.98 | |
| Ford Motor Company (F) | 0.4 | $357k | 47k | 7.65 | |
| Altria (MO) | 0.2 | $198k | 4.0k | 49.50 | |
| Philip Morris International (PM) | 0.2 | $174k | 2.6k | 66.92 | |
| General Motors Company (GM) | 0.1 | $107k | 3.2k | 33.44 | |
| Netflix (NFLX) | 0.1 | $94k | 350.00 | 268.57 | |
| Apple (AAPL) | 0.1 | $76k | 480.00 | 158.33 | |
| Cisco Systems (CSCO) | 0.0 | $43k | 1.0k | 43.00 | |
| Under Armour (UAA) | 0.0 | $35k | 2.0k | 17.50 | |
| Palo Alto Networks (PANW) | 0.0 | $35k | 185.00 | 189.19 | |
| Qualcomm (QCOM) | 0.0 | $30k | 525.00 | 57.14 | |
| EOG Resources (EOG) | 0.0 | $28k | 325.00 | 86.15 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $24k | 249.00 | 96.39 | |
| SPDR S&P Biotech (XBI) | 0.0 | $28k | 390.00 | 71.79 | |
| Facebook Inc cl a (META) | 0.0 | $33k | 250.00 | 132.00 | |
| Amazon (AMZN) | 0.0 | $23k | 15.00 | 1533.33 | |
| Helmerich & Payne (HP) | 0.0 | $5.0k | 100.00 | 50.00 | |
| International Business Machines (IBM) | 0.0 | $7.0k | 60.00 | 116.67 | |
| Fireeye | 0.0 | $11k | 700.00 | 15.71 | |
| Nokia Corporation (NOK) | 0.0 | $1.0k | 107.00 | 9.35 |
