Tbp Advisors

Tbp Advisors as of June 30, 2014

Portfolio Holdings for Tbp Advisors

Tbp Advisors holds 54 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Computer 6.5 $11M 120k 92.93
Harman International Industries 5.5 $9.4M 88k 107.43
Anadarko Pete Corp 5.1 $8.6M 79k 109.47
Schlumberger (SLB) 4.8 $8.3M 70k 117.95
Oracle Corporation (ORCL) 4.6 $7.9M 194k 40.53
Gilead Sciences (GILD) 4.2 $7.2M 86k 82.91
Thor Industries (THO) 4.1 $7.0M 123k 56.87
JPMorgan Chase & Co. (JPM) 4.0 $6.9M 120k 57.62
Thermo Fisher Scientific (TMO) 4.0 $6.8M 58k 117.99
D.R. Horton (DHI) 3.5 $6.0M 245k 24.58
Fluor Corporation (FLR) 3.5 $5.9M 77k 76.90
Spirit Airlines (SAVE) 3.5 $5.9M 93k 63.24
Varian Medical Systems 3.4 $5.8M 70k 83.14
Goldman Sachs (GS) 3.3 $5.7M 34k 167.45
Nike (NKE) 3.0 $5.2M 67k 77.55
EOG Resources (EOG) 2.9 $5.0M 43k 116.87
EMC Corporation 2.8 $4.8M 181k 26.34
Intel Corporation (INTC) 2.6 $4.5M 145k 30.90
SPDR S&P Emerging Asia Pacific (GMF) 2.6 $4.4M 54k 82.71
Halliburton Company (HAL) 2.3 $3.9M 55k 71.01
Polaris Industries (PII) 2.0 $3.4M 26k 130.24
PowerShares India Portfolio 2.0 $3.3M 154k 21.62
Accenture (ACN) 1.9 $3.2M 39k 80.84
Cisco Systems (CSCO) 1.8 $3.0M 120k 24.85
iShares MSCI Brazil Index (EWZ) 1.7 $2.8M 59k 47.78
Roper Industries (ROP) 1.5 $2.6M 18k 145.99
Praxair 1.4 $2.4M 18k 132.84
Coach 1.4 $2.3M 69k 34.20
Qualcomm (QCOM) 1.2 $2.0M 25k 79.19
Linear Technology Corporation 0.9 $1.6M 34k 47.07
V.F. Corporation (VFC) 0.9 $1.5M 24k 63.00
D Automatic Data Proce Ssing Inc Common Stock 0 0.7 $1.2M 15k 79.26
India Fund (IFN) 0.7 $1.1M 43k 25.39
International Business Machines (IBM) 0.6 $945k 5.2k 181.21
Melco Crown Entertainment (MLCO) 0.5 $929k 26k 35.70
Exxon Mobil Corporation (XOM) 0.5 $917k 9.1k 100.69
Dow Chemical Company 0.5 $835k 16k 51.44
Pepsi (PEP) 0.4 $688k 7.7k 89.35
Regeneron Pharmaceuticals (REGN) 0.3 $530k 1.9k 282.67
Paychex (PAYX) 0.3 $510k 12k 41.58
Wells Fargo & Company (WFC) 0.3 $495k 9.4k 52.55
Merck & Co (MRK) 0.3 $455k 7.9k 57.89
Walt Disney Company (DIS) 0.2 $403k 4.7k 85.74
Procter & Gamble Company (PG) 0.2 $397k 5.1k 78.57
Abbvie (ABBV) 0.2 $359k 6.4k 56.41
At&t (T) 0.2 $309k 8.7k 35.42
General Electric Company 0.2 $298k 11k 26.30
Capital One Financial (COF) 0.2 $295k 3.6k 82.73
Emerson Electric (EMR) 0.2 $265k 4.0k 66.25
Agilent Technologies Inc C ommon (A) 0.2 $268k 4.7k 57.50
Altria (MO) 0.1 $260k 6.2k 41.94
Abbott Laboratories 0.1 $260k 6.4k 40.85
Consolidated Edison (ED) 0.1 $243k 4.2k 57.86
Microsoft Corporation (MSFT) 0.1 $211k 5.1k 41.74