TrimTabs Asset Management as of March 31, 2020
Portfolio Holdings for TrimTabs Asset Management
TrimTabs Asset Management holds 77 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 3.4 | $3.0M | 1.6k | 1900.00 | |
JPMorgan Chase & Co. (JPM) | 3.0 | $2.6M | 29k | 91.12 | |
Microsoft Corporation (MSFT) | 2.0 | $1.8M | 12k | 149.65 | |
NVIDIA Corporation (NVDA) | 2.0 | $1.8M | 7.0k | 252.64 | |
UnitedHealth (UNH) | 2.0 | $1.8M | 7.3k | 242.44 | |
Alibaba Group Holding (BABA) | 2.0 | $1.7M | 9.2k | 188.59 | |
Alphabet Inc Class A cs (GOOGL) | 1.9 | $1.7M | 1.5k | 1109.88 | |
Nike (NKE) | 1.8 | $1.6M | 19k | 83.22 | |
Yum China Holdings (YUMC) | 1.8 | $1.5M | 36k | 42.56 | |
Starbucks Corporation (SBUX) | 1.7 | $1.5M | 23k | 66.30 | |
Berkshire Hathaway (BRK.B) | 1.7 | $1.5M | 8.4k | 179.65 | |
Wal-Mart Stores (WMT) | 1.6 | $1.4M | 13k | 109.54 | |
Costco Wholesale Corporation (COST) | 1.6 | $1.4M | 4.9k | 284.32 | |
Facebook Inc cl a (META) | 1.6 | $1.4M | 8.8k | 156.70 | |
Apple (AAPL) | 1.6 | $1.4M | 5.5k | 247.73 | |
Lululemon Athletica (LULU) | 1.6 | $1.4M | 7.2k | 188.74 | |
Intel Corporation (INTC) | 1.5 | $1.3M | 26k | 52.34 | |
Fortinet (FTNT) | 1.5 | $1.4M | 14k | 97.26 | |
Gilead Sciences (GILD) | 1.5 | $1.3M | 18k | 72.81 | |
Visa (V) | 1.5 | $1.3M | 8.1k | 161.54 | |
Old Dominion Freight Line (ODFL) | 1.4 | $1.2M | 9.5k | 128.27 | |
Boston Beer Company (SAM) | 1.4 | $1.2M | 3.4k | 354.90 | |
Zoetis Inc Cl A (ZTS) | 1.4 | $1.2M | 11k | 111.76 | |
Energy Select Sector SPDR (XLE) | 1.3 | $1.2M | 41k | 28.32 | |
Qualys (QLYS) | 1.3 | $1.1M | 14k | 84.12 | |
Cadence Design Systems (CDNS) | 1.3 | $1.1M | 18k | 62.23 | |
Illumina (ILMN) | 1.3 | $1.1M | 4.1k | 268.97 | |
Ansys (ANSS) | 1.3 | $1.1M | 4.9k | 222.96 | |
Nice Systems (NICE) | 1.3 | $1.1M | 7.2k | 152.10 | |
Progressive Corporation (PGR) | 1.2 | $1.1M | 15k | 73.50 | |
Home Depot (HD) | 1.2 | $1.1M | 5.6k | 190.50 | |
Accenture (ACN) | 1.2 | $1.1M | 6.6k | 162.87 | |
Pool Corporation (POOL) | 1.2 | $1.1M | 5.8k | 186.84 | |
Hp (HPQ) | 1.2 | $1.1M | 64k | 16.85 | |
Global Payments (GPN) | 1.2 | $1.1M | 7.4k | 144.87 | |
CoStar (CSGP) | 1.2 | $1.1M | 1.8k | 580.95 | |
Jack Henry & Associates (JKHY) | 1.2 | $1.1M | 7.1k | 148.98 | |
Abbvie (ABBV) | 1.2 | $1.1M | 15k | 72.61 | |
MarketAxess Holdings (MKTX) | 1.2 | $1.1M | 3.1k | 342.67 | |
Medtronic (MDT) | 1.2 | $1.1M | 12k | 89.86 | |
Humana (HUM) | 1.2 | $1.0M | 3.5k | 296.30 | |
Leidos Holdings (LDOS) | 1.2 | $1.0M | 11k | 93.39 | |
Trex Company (TREX) | 1.2 | $1.0M | 12k | 82.84 | |
Msci (MSCI) | 1.1 | $1.0M | 3.6k | 275.47 | |
MasterCard Incorporated (MA) | 1.1 | $994k | 4.0k | 247.57 | |
Verisign (VRSN) | 1.1 | $997k | 5.7k | 173.91 | |
Lockheed Martin Corporation (LMT) | 1.1 | $997k | 2.9k | 348.36 | |
Abbott Laboratories (ABT) | 1.1 | $984k | 13k | 74.54 | |
Aon | 1.1 | $989k | 6.0k | 165.33 | |
Texas Instruments Incorporated (TXN) | 1.1 | $968k | 9.6k | 100.48 | |
Monster Beverage Corp (MNST) | 1.1 | $958k | 17k | 56.35 | |
Moody's Corporation (MCO) | 1.1 | $953k | 4.3k | 220.04 | |
Brown-Forman Corporation (BF.B) | 1.1 | $953k | 18k | 54.48 | |
S&p Global (SPGI) | 1.1 | $954k | 4.0k | 239.70 | |
Colgate-Palmolive Company (CL) | 1.1 | $944k | 15k | 65.24 | |
TJX Companies (TJX) | 1.1 | $937k | 20k | 46.77 | |
Gentex Corporation (GNTX) | 1.1 | $939k | 43k | 21.79 | |
Teradyne (TER) | 1.1 | $938k | 17k | 54.83 | |
Edwards Lifesciences (EW) | 1.1 | $921k | 4.7k | 198.02 | |
Merck & Co (MRK) | 1.0 | $911k | 13k | 71.70 | |
Estee Lauder Companies (EL) | 1.0 | $907k | 5.7k | 160.53 | |
Hershey Company (HSY) | 1.0 | $901k | 6.9k | 130.77 | |
Rockwell Automation (ROK) | 1.0 | $878k | 5.8k | 151.38 | |
Keysight Technologies (KEYS) | 1.0 | $874k | 11k | 78.21 | |
At&t (T) | 1.0 | $869k | 29k | 29.83 | |
Morningstar (MORN) | 1.0 | $864k | 7.4k | 117.03 | |
Maxim Integrated Products | 1.0 | $842k | 18k | 47.55 | |
Sanderson Farms | 0.9 | $815k | 6.9k | 118.94 | |
Deckers Outdoor Corporation (DECK) | 0.9 | $803k | 6.0k | 132.97 | |
Walt Disney Company (DIS) | 0.9 | $763k | 7.9k | 96.29 | |
Raytheon Company | 0.9 | $751k | 5.3k | 141.83 | |
Morgan Stanley (MS) | 0.8 | $735k | 22k | 33.99 | |
FLIR Systems | 0.8 | $688k | 21k | 32.48 | |
Emerson Electric (EMR) | 0.8 | $675k | 15k | 45.52 | |
Trane Technologies (TT) | 0.8 | $660k | 8.0k | 82.62 | |
Align Technology (ALGN) | 0.7 | $592k | 3.3k | 176.77 | |
Intuitive Surgical (ISRG) | 0.6 | $535k | 1.1k | 490.38 |