Stumpf Capital Management as of Sept. 30, 2020
Portfolio Holdings for Stumpf Capital Management
Stumpf Capital Management holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wells Fargo & Company (WFC) | 42.6 | $23M | 974k | 23.51 | |
| Chevron Corporation (CVX) | 27.1 | $15M | 203k | 72.00 | |
| At&t (T) | 16.2 | $8.7M | 306k | 28.51 | |
| Glaxosmithkline Sponsored Adr | 3.3 | $1.8M | 48k | 37.65 | |
| CenturyLink | 2.9 | $1.6M | 156k | 10.09 | |
| Vodafone Group Sponsored Adr (VOD) | 2.7 | $1.5M | 109k | 13.42 | |
| Altria (MO) | 1.4 | $740k | 19k | 38.62 | |
| Dow (DOW) | 0.8 | $412k | 8.8k | 47.09 | |
| Boeing Company (BA) | 0.5 | $259k | 1.6k | 165.50 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $249k | 7.3k | 34.34 | |
| Philip Morris International (PM) | 0.4 | $202k | 2.7k | 74.81 | |
| Amazon (AMZN) | 0.3 | $157k | 50.00 | 3140.00 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $136k | 4.5k | 30.56 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.2 | $134k | 7.9k | 17.07 | |
| Cullen/Frost Bankers (CFR) | 0.2 | $93k | 1.5k | 64.14 | |
| BP Sponsored Adr (BP) | 0.1 | $70k | 4.0k | 17.50 | |
| Starbucks Corporation (SBUX) | 0.1 | $56k | 650.00 | 86.15 | |
| Abbvie | 0.1 | $53k | 600.00 | 88.33 | |
| Merck & Co (MRK) | 0.1 | $52k | 625.00 | 83.20 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $43k | 390.00 | 110.26 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $34k | 249.00 | 136.55 | |
| Hldgs (UAL) | 0.1 | $33k | 950.00 | 34.74 | |
| Netflix (NFLX) | 0.0 | $25k | 50.00 | 500.00 | |
| Apple (AAPL) | 0.0 | $12k | 100.00 | 120.00 | |
| Ford Motor Company (F) | 0.0 | $9.0k | 1.4k | 6.45 | |
| Beyond Meat (BYND) | 0.0 | $3.0k | 16.00 | 187.50 |
