Train Babcock Advisors as of Sept. 30, 2014
Portfolio Holdings for Train Babcock Advisors
Train Babcock Advisors holds 122 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.5 | $16M | 158k | 100.75 | |
Spdr S&p 500 Etf (SPY) | 4.5 | $13M | 66k | 197.01 | |
Qualcomm (QCOM) | 3.6 | $10M | 139k | 74.77 | |
Express Scripts Holding | 2.9 | $8.6M | 121k | 70.63 | |
Exxon Mobil Corporation (XOM) | 2.7 | $7.8M | 83k | 94.05 | |
Corning Incorporated (GLW) | 2.6 | $7.4M | 385k | 19.34 | |
Schlumberger (SLB) | 2.6 | $7.4M | 73k | 101.70 | |
Accenture (ACN) | 2.5 | $7.3M | 89k | 81.33 | |
Verizon Communications (VZ) | 2.2 | $6.5M | 129k | 49.99 | |
Portfolio Recovery Associates | 2.2 | $6.4M | 123k | 52.23 | |
Arthur J. Gallagher & Co. (AJG) | 2.1 | $6.2M | 137k | 45.36 | |
Pvh Corporation (PVH) | 1.9 | $5.4M | 45k | 121.15 | |
Vanguard Emerging Markets ETF (VWO) | 1.8 | $5.2M | 125k | 41.71 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.8 | $5.1M | 73k | 69.24 | |
Dover Corporation (DOV) | 1.7 | $5.0M | 63k | 80.33 | |
PowerShares QQQ Trust, Series 1 | 1.7 | $5.0M | 50k | 98.79 | |
Jones Lang LaSalle Incorporated (JLL) | 1.6 | $4.8M | 38k | 126.33 | |
Pinnacle Foods Inc De | 1.6 | $4.8M | 147k | 32.65 | |
UnitedHealth (UNH) | 1.6 | $4.6M | 54k | 86.25 | |
Kinder Morgan (KMI) | 1.6 | $4.6M | 119k | 38.34 | |
Procter & Gamble Company (PG) | 1.5 | $4.5M | 53k | 83.74 | |
Halliburton Company (HAL) | 1.5 | $4.3M | 66k | 64.50 | |
Ega Emerging Global Shs Tr emrg gl dj | 1.4 | $4.0M | 154k | 26.23 | |
Vantiv Inc Cl A | 1.4 | $4.1M | 131k | 30.90 | |
Centene Corporation (CNC) | 1.4 | $4.0M | 48k | 82.71 | |
Nike (NKE) | 1.3 | $3.8M | 43k | 89.20 | |
Johnson & Johnson (JNJ) | 1.3 | $3.8M | 36k | 106.59 | |
1.3 | $3.8M | 6.4k | 588.38 | ||
Zoetis Inc Cl A (ZTS) | 1.3 | $3.7M | 101k | 36.95 | |
Copa Holdings Sa-class A (CPA) | 1.3 | $3.7M | 34k | 107.29 | |
Google Inc Class C | 1.3 | $3.7M | 6.4k | 577.36 | |
Mondelez Int (MDLZ) | 1.2 | $3.6M | 104k | 34.27 | |
Berkshire Hathaway (BRK.B) | 1.2 | $3.5M | 26k | 138.14 | |
PNC Financial Services (PNC) | 1.2 | $3.5M | 41k | 85.59 | |
International Business Machines (IBM) | 1.1 | $3.3M | 18k | 189.86 | |
CSX Corporation (CSX) | 1.1 | $3.3M | 104k | 32.06 | |
Bank of America Corporation (BAC) | 1.1 | $3.2M | 186k | 17.05 | |
DSW | 1.1 | $3.2M | 105k | 30.11 | |
SPDR S&P MidCap 400 ETF (MDY) | 1.1 | $3.2M | 13k | 249.35 | |
CVS Caremark Corporation (CVS) | 1.1 | $3.1M | 40k | 79.58 | |
Synaptics, Incorporated (SYNA) | 1.1 | $3.1M | 42k | 73.20 | |
Industrial SPDR (XLI) | 1.0 | $2.8M | 53k | 53.14 | |
Wells Fargo & Company (WFC) | 0.9 | $2.7M | 53k | 51.87 | |
Consumer Discretionary SPDR (XLY) | 0.9 | $2.7M | 41k | 66.70 | |
Danaher Corporation (DHR) | 0.9 | $2.6M | 34k | 75.98 | |
Qihoo 360 Technologies Co Lt | 0.8 | $2.5M | 37k | 67.46 | |
Wendy's/arby's Group (WEN) | 0.8 | $2.4M | 285k | 8.26 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $2.3M | 35k | 64.13 | |
Energy Select Sector SPDR (XLE) | 0.8 | $2.2M | 25k | 90.63 | |
Vanguard Industrials ETF (VIS) | 0.7 | $2.2M | 21k | 101.44 | |
F5 Networks (FFIV) | 0.7 | $2.1M | 18k | 118.75 | |
Discovery Communications | 0.6 | $1.9M | 49k | 37.80 | |
Fortinet (FTNT) | 0.6 | $1.9M | 73k | 25.27 | |
Discovery Communications | 0.6 | $1.8M | 49k | 37.27 | |
Pier 1 Imports | 0.6 | $1.7M | 143k | 11.89 | |
Whole Foods Market | 0.6 | $1.7M | 43k | 38.11 | |
Coach | 0.5 | $1.5M | 43k | 35.61 | |
WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.5 | $1.5M | 32k | 46.23 | |
Baidu (BIDU) | 0.5 | $1.3M | 6.2k | 218.18 | |
Vanguard Small-Cap ETF (VB) | 0.5 | $1.3M | 12k | 110.65 | |
3M Company (MMM) | 0.4 | $1.3M | 9.1k | 141.64 | |
State Street Corporation (STT) | 0.4 | $1.2M | 16k | 73.59 | |
Philip Morris International (PM) | 0.4 | $1.2M | 14k | 83.43 | |
Royal Dutch Shell | 0.4 | $1.2M | 16k | 76.15 | |
Vanguard Mid-Cap ETF (VO) | 0.4 | $1.1M | 9.7k | 117.31 | |
Paychex (PAYX) | 0.4 | $1.1M | 25k | 44.22 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.4 | $1.0M | 25k | 41.57 | |
Kraft Foods | 0.3 | $930k | 17k | 56.39 | |
Ambev Sa- (ABEV) | 0.3 | $922k | 141k | 6.55 | |
SPDR S&P Homebuilders (XHB) | 0.3 | $914k | 31k | 29.58 | |
Transocean (RIG) | 0.3 | $870k | 27k | 31.97 | |
Vanguard Information Technology ETF (VGT) | 0.3 | $882k | 8.8k | 100.10 | |
M&T Bank Corporation (MTB) | 0.3 | $808k | 6.6k | 123.36 | |
Chevron Corporation (CVX) | 0.3 | $823k | 6.9k | 119.33 | |
Morgan Stanley (MS) | 0.3 | $828k | 24k | 34.56 | |
SPDR S&P Dividend (SDY) | 0.3 | $827k | 11k | 74.97 | |
Market Vectors Oil Service Etf | 0.3 | $806k | 16k | 49.60 | |
PPG Industries (PPG) | 0.3 | $787k | 4.0k | 196.75 | |
Abbvie (ABBV) | 0.3 | $787k | 14k | 57.72 | |
Market Vectors Agribusiness | 0.2 | $703k | 13k | 52.90 | |
Altria (MO) | 0.2 | $675k | 15k | 45.91 | |
Caterpillar (CAT) | 0.2 | $640k | 6.5k | 98.99 | |
Bristol Myers Squibb (BMY) | 0.2 | $647k | 13k | 51.15 | |
Aetna | 0.2 | $648k | 8.0k | 81.00 | |
Merck & Co (MRK) | 0.2 | $647k | 11k | 59.24 | |
Hubbell Incorporated | 0.2 | $613k | 5.1k | 120.46 | |
Intel Corporation (INTC) | 0.2 | $617k | 18k | 34.83 | |
Coca-Cola Company (KO) | 0.2 | $582k | 14k | 42.65 | |
Abbott Laboratories (ABT) | 0.2 | $563k | 14k | 41.55 | |
Pfizer (PFE) | 0.2 | $536k | 18k | 29.54 | |
iShares Dow Jones US Healthcare (IYH) | 0.2 | $511k | 3.8k | 134.47 | |
Home Depot (HD) | 0.2 | $472k | 5.1k | 91.83 | |
Walt Disney Company (DIS) | 0.1 | $414k | 4.6k | 89.09 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $399k | 5.7k | 70.00 | |
1/100 Berkshire Htwy Cla 100 | 0.1 | $414k | 200.00 | 2070.00 | |
American Express Company (AXP) | 0.1 | $371k | 4.3k | 87.20 | |
Target Corporation (TGT) | 0.1 | $390k | 6.2k | 62.62 | |
Discover Financial Services (DFS) | 0.1 | $348k | 5.4k | 64.28 | |
Emerson Electric (EMR) | 0.1 | $350k | 5.6k | 62.50 | |
Pepsi (PEP) | 0.1 | $360k | 3.9k | 92.88 | |
Mead Johnson Nutrition | 0.1 | $335k | 3.5k | 96.35 | |
0.1 | $336k | 6.5k | 51.64 | ||
Laboratory Corp. of America Holdings | 0.1 | $318k | 3.1k | 101.71 | |
Colgate-Palmolive Company (CL) | 0.1 | $308k | 4.7k | 65.28 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $320k | 3.0k | 108.47 | |
Ametek (AME) | 0.1 | $301k | 6.0k | 50.17 | |
General Electric Company | 0.1 | $256k | 10k | 25.63 | |
Public Service Enterprise (PEG) | 0.1 | $276k | 7.4k | 37.30 | |
Materials SPDR (XLB) | 0.1 | $248k | 5.0k | 49.60 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $224k | 3.7k | 60.42 | |
eBay (EBAY) | 0.1 | $244k | 4.3k | 56.74 | |
Buckeye Partners | 0.1 | $223k | 2.8k | 79.64 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $223k | 814.00 | 273.96 | |
Celgene Corporation | 0.1 | $230k | 2.4k | 94.85 | |
SPDR KBW Regional Banking (KRE) | 0.1 | $237k | 6.3k | 37.92 | |
iShares S&P 100 Index (OEF) | 0.1 | $242k | 2.8k | 88.00 | |
SPDR S&P International Dividend (DWX) | 0.1 | $238k | 5.1k | 46.33 | |
Avery Dennison Corporation (AVY) | 0.1 | $214k | 4.8k | 44.58 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $201k | 2.2k | 91.77 | |
Western Union Company (WU) | 0.1 | $160k | 10k | 16.00 | |
Graham-field Health Pdcts | 0.0 | $0 | 11k | 0.00 | |
American Liberty Petroleum | 0.0 | $1.0k | 20k | 0.05 |