Tbp Advisors as of Dec. 31, 2014
Portfolio Holdings for Tbp Advisors
Tbp Advisors holds 48 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Computer | 6.7 | $10M | 93k | 110.38 | |
| Harman International Industries | 5.8 | $8.9M | 83k | 106.71 | |
| Oracle Corporation (ORCL) | 5.1 | $7.8M | 174k | 44.97 | |
| Gilead Sciences (GILD) | 4.8 | $7.4M | 79k | 94.26 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $7.1M | 114k | 62.58 | |
| Thermo Fisher Scientific (TMO) | 4.4 | $6.7M | 54k | 125.29 | |
| Spirit Airlines | 4.3 | $6.6M | 87k | 75.57 | |
| Goldman Sachs (GS) | 4.3 | $6.5M | 34k | 193.83 | |
| Thor Industries (THO) | 4.2 | $6.4M | 115k | 55.87 | |
| D.R. Horton (DHI) | 3.8 | $5.9M | 232k | 25.29 | |
| Anadarko Pete Corp | 3.8 | $5.9M | 71k | 82.50 | |
| Schlumberger (SLB) | 3.8 | $5.7M | 67k | 85.41 | |
| Varian Medical Systems | 3.6 | $5.6M | 64k | 86.51 | |
| Nike (NKE) | 3.4 | $5.2M | 54k | 96.15 | |
| Intel Corporation (INTC) | 3.3 | $5.0M | 139k | 36.29 | |
| EMC Corporation | 3.2 | $4.9M | 166k | 29.74 | |
| Fluor Corporation (FLR) | 2.9 | $4.4M | 73k | 60.63 | |
| SPDR S&P Emerging Asia Pacific (GMF) | 2.7 | $4.1M | 50k | 83.41 | |
| Polaris Industries (PII) | 2.4 | $3.7M | 24k | 151.24 | |
| EOG Resources (EOG) | 2.2 | $3.4M | 37k | 92.06 | |
| Cisco Systems (CSCO) | 2.2 | $3.3M | 120k | 27.81 | |
| PowerShares India Portfolio | 2.0 | $3.1M | 149k | 20.99 | |
| Accenture (ACN) | 2.0 | $3.1M | 35k | 89.31 | |
| Praxair | 1.6 | $2.4M | 19k | 129.58 | |
| Coach | 1.5 | $2.3M | 62k | 37.56 | |
| Roper Industries (ROP) | 1.5 | $2.2M | 14k | 156.37 | |
| Halliburton Company (HAL) | 1.4 | $2.2M | 56k | 39.32 | |
| Qualcomm (QCOM) | 1.1 | $1.7M | 23k | 74.33 | |
| Linear Technology Corporation | 1.0 | $1.5M | 34k | 45.60 | |
| India Fund (IFN) | 0.7 | $1.1M | 43k | 25.81 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $795k | 8.6k | 92.44 | |
| Regeneron Pharmaceuticals (REGN) | 0.5 | $769k | 1.9k | 410.13 | |
| Dow Chemical Company | 0.5 | $740k | 16k | 45.59 | |
| Melco Crown Entertainment (MLCO) | 0.4 | $659k | 26k | 25.39 | |
| Paychex (PAYX) | 0.4 | $638k | 14k | 46.18 | |
| International Business Machines (IBM) | 0.4 | $628k | 3.9k | 160.41 | |
| Procter & Gamble Company (PG) | 0.4 | $583k | 6.4k | 91.05 | |
| Merck & Co (MRK) | 0.3 | $539k | 9.5k | 56.80 | |
| Walt Disney Company (DIS) | 0.3 | $441k | 4.7k | 94.13 | |
| Pepsi (PEP) | 0.3 | $397k | 4.2k | 94.52 | |
| At&t (T) | 0.2 | $383k | 11k | 33.57 | |
| General Electric Company | 0.2 | $314k | 12k | 25.24 | |
| Altria (MO) | 0.2 | $305k | 6.2k | 49.19 | |
| Emerson Electric (EMR) | 0.2 | $284k | 4.6k | 61.74 | |
| Capital One Financial (COF) | 0.2 | $294k | 3.6k | 82.45 | |
| Consolidated Edison (ED) | 0.2 | $277k | 4.2k | 65.95 | |
| Microsoft Corporation (MSFT) | 0.1 | $235k | 5.1k | 46.49 | |
| Union Pacific Corporation (UNP) | 0.1 | $212k | 1.8k | 119.24 |
