Tbp Advisors as of Dec. 31, 2013
Portfolio Holdings for Tbp Advisors
Tbp Advisors holds 53 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 6.7 | $10M | 19k | 561.01 | |
| Harman International Industries | 5.1 | $8.0M | 98k | 81.85 | |
| Oracle Corporation (ORCL) | 5.0 | $7.7M | 202k | 38.26 | |
| JPMorgan Chase & Co. (JPM) | 4.6 | $7.1M | 122k | 58.48 | |
| Thor Industries (THO) | 4.5 | $7.1M | 128k | 55.23 | |
| Thermo Fisher Scientific (TMO) | 4.5 | $7.0M | 63k | 111.35 | |
| Gilead Sciences (GILD) | 4.2 | $6.5M | 87k | 75.10 | |
| Anadarko Pete Corp | 4.2 | $6.5M | 82k | 79.33 | |
| Schlumberger (SLB) | 4.0 | $6.3M | 70k | 90.11 | |
| Fluor Corporation (FLR) | 3.9 | $6.1M | 76k | 80.28 | |
| Goldman Sachs (GS) | 3.9 | $6.1M | 34k | 177.25 | |
| Varian Medical Systems | 3.6 | $5.6M | 73k | 77.69 | |
| Nike (NKE) | 3.5 | $5.4M | 69k | 78.64 | |
| D.R. Horton (DHI) | 3.4 | $5.2M | 234k | 22.32 | |
| Intel Corporation (INTC) | 3.3 | $5.1M | 198k | 25.95 | |
| EMC Corporation | 2.8 | $4.4M | 176k | 25.15 | |
| Coach | 2.5 | $3.9M | 69k | 56.12 | |
| Polaris Industries (PII) | 2.4 | $3.8M | 26k | 145.65 | |
| EOG Resources (EOG) | 2.4 | $3.8M | 23k | 167.86 | |
| Accenture (ACN) | 2.2 | $3.4M | 41k | 82.23 | |
| SPDR S&P Emerging Asia Pacific (GMF) | 2.0 | $3.1M | 40k | 77.14 | |
| Halliburton Company (HAL) | 1.8 | $2.8M | 56k | 50.75 | |
| Cisco Systems (CSCO) | 1.8 | $2.8M | 123k | 22.43 | |
| PowerShares India Portfolio | 1.7 | $2.6M | 148k | 17.62 | |
| iShares MSCI Brazil Index (EWZ) | 1.7 | $2.6M | 58k | 44.68 | |
| Praxair | 1.5 | $2.4M | 18k | 130.03 | |
| Roper Industries (ROP) | 1.5 | $2.4M | 17k | 138.70 | |
| International Business Machines (IBM) | 1.1 | $1.6M | 8.8k | 187.60 | |
| V.F. Corporation (VFC) | 1.0 | $1.6M | 25k | 62.34 | |
| Linear Technology Corporation | 0.9 | $1.4M | 32k | 45.54 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $1.3M | 13k | 101.17 | |
| D Automatic Data Proce Ssing Inc Common Stock 0 | 0.8 | $1.2M | 15k | 80.81 | |
| Melco Crown Entertainment (MLCO) | 0.7 | $1.1M | 29k | 39.21 | |
| Asia Tigers Fund | 0.7 | $1.1M | 97k | 11.29 | |
| India Fund (IFN) | 0.6 | $923k | 46k | 20.00 | |
| Pepsi (PEP) | 0.5 | $755k | 9.1k | 82.97 | |
| Dow Chemical Company | 0.5 | $721k | 16k | 44.42 | |
| Paychex (PAYX) | 0.4 | $604k | 13k | 45.53 | |
| Microsoft Corporation (MSFT) | 0.3 | $552k | 15k | 37.44 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $516k | 1.9k | 275.20 | |
| Procter & Gamble Company (PG) | 0.3 | $445k | 5.5k | 81.43 | |
| Wells Fargo & Company (WFC) | 0.3 | $428k | 9.4k | 45.44 | |
| Merck & Co (MRK) | 0.2 | $393k | 7.9k | 50.00 | |
| Walt Disney Company (DIS) | 0.2 | $359k | 4.7k | 76.38 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $339k | 5.9k | 57.11 | |
| Abbvie (ABBV) | 0.2 | $336k | 6.4k | 52.80 | |
| General Electric Company | 0.2 | $322k | 12k | 27.99 | |
| Simpson Manufacturing (SSD) | 0.2 | $298k | 8.1k | 36.77 | |
| Capital One Financial (COF) | 0.2 | $291k | 3.8k | 76.58 | |
| Emerson Electric (EMR) | 0.2 | $281k | 4.0k | 70.25 | |
| Abbott Laboratories | 0.2 | $244k | 6.4k | 38.34 | |
| At&t (T) | 0.1 | $215k | 6.1k | 35.10 | |
| Baxter Intl Inc Com Stk | 0.1 | $202k | 2.9k | 69.46 |