Wafra Investment Advisory Group as of Sept. 30, 2016
Portfolio Holdings for Wafra Investment Advisory Group
Wafra Investment Advisory Group holds 77 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spdr S&p 500 Etf (SPY) | 20.4 | $273M | 1.3M | 216.30 | |
Vanguard Europe Pacific ETF (VEA) | 12.3 | $165M | 4.4M | 37.41 | |
Vanguard Emerging Markets ETF (VWO) | 4.8 | $64M | 1.7M | 37.63 | |
Microsoft Corporation (MSFT) | 3.1 | $42M | 723k | 57.60 | |
Facebook Inc cl a (META) | 2.9 | $38M | 298k | 128.27 | |
Pfizer (PFE) | 1.9 | $26M | 772k | 33.87 | |
At&t (T) | 1.9 | $26M | 630k | 40.61 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $23M | 338k | 66.59 | |
Sensient Technologies Corporation (SXT) | 1.7 | $22M | 296k | 75.80 | |
Wells Fargo & Company (WFC) | 1.6 | $21M | 478k | 44.28 | |
Alphabet Inc Class A cs (GOOGL) | 1.5 | $21M | 26k | 804.07 | |
Celgene Corporation | 1.5 | $20M | 194k | 104.53 | |
UnitedHealth (UNH) | 1.5 | $20M | 141k | 140.00 | |
Ishares Msci Canada Etf | 1.4 | $19M | 745k | 25.69 | |
Qualcomm (QCOM) | 1.4 | $19M | 278k | 68.50 | |
Kraft Heinz (KHC) | 1.4 | $19M | 213k | 89.51 | |
Rockwell Automation (ROK) | 1.4 | $18M | 150k | 122.34 | |
Gulfport Energy Corporation | 1.3 | $18M | 637k | 28.25 | |
Nielsen Holdings Nv equities | 1.3 | $18M | 177k | 102.01 | |
TJX Companies (TJX) | 1.3 | $17M | 230k | 74.78 | |
Home Depot (HD) | 1.3 | $17M | 133k | 128.68 | |
Allergan | 1.3 | $17M | 74k | 230.31 | |
Chipotle Mexican Grill (CMG) | 1.2 | $17M | 39k | 423.50 | |
Palo Alto Networks (PANW) | 1.2 | $17M | 105k | 159.33 | |
United Technologies Corporation | 1.2 | $16M | 156k | 101.60 | |
salesforce (CRM) | 1.2 | $16M | 222k | 71.33 | |
Ingersoll Rand Co. equities | 1.1 | $15M | 219k | 67.94 | |
Merck & Co (MRK) | 1.1 | $15M | 234k | 62.41 | |
Eaton | 1.1 | $14M | 218k | 65.71 | |
Time Warner | 1.0 | $14M | 174k | 79.61 | |
McCormick & Company, Incorporated (MKC) | 1.0 | $14M | 137k | 99.92 | |
Humana (HUM) | 1.0 | $13M | 75k | 176.88 | |
M&T Bank Corporation (MTB) | 0.9 | $13M | 108k | 116.10 | |
Honeywell International (HON) | 0.9 | $12M | 104k | 116.59 | |
Lennar Corporation (LEN) | 0.9 | $12M | 279k | 42.34 | |
S&p Global (SPGI) | 0.9 | $12M | 93k | 126.56 | |
Charles Schwab Corporation (SCHW) | 0.9 | $12M | 370k | 31.57 | |
Marsh & McLennan Companies (MMC) | 0.8 | $11M | 167k | 67.25 | |
Delphi Automotive Plc. equities | 0.8 | $11M | 152k | 71.32 | |
Pulte (PHM) | 0.8 | $11M | 525k | 20.04 | |
Procter & Gamble Company (PG) | 0.8 | $10M | 115k | 89.75 | |
Micron Technology (MU) | 0.7 | $9.9M | 557k | 17.78 | |
Dominion Resources (D) | 0.7 | $9.6M | 130k | 74.27 | |
Devon Energy Corporation (DVN) | 0.7 | $9.6M | 218k | 44.11 | |
Amazon (AMZN) | 0.7 | $9.5M | 11k | 837.30 | |
Exelon Corporation (EXC) | 0.7 | $9.1M | 275k | 33.29 | |
CBS Corporation | 0.7 | $9.0M | 164k | 54.74 | |
Apple (AAPL) | 0.6 | $8.6M | 76k | 113.04 | |
Applied Materials (AMAT) | 0.6 | $8.5M | 282k | 30.15 | |
Pioneer Natural Resources | 0.6 | $8.3M | 45k | 185.65 | |
Citigroup (C) | 0.6 | $8.3M | 177k | 47.23 | |
Costco Wholesale Corporation (COST) | 0.6 | $7.9M | 52k | 152.50 | |
PG&E Corporation (PCG) | 0.6 | $7.9M | 129k | 61.17 | |
Weyerhaeuser Company (WY) | 0.6 | $7.8M | 243k | 31.94 | |
Exxon Mobil Corporation (XOM) | 0.6 | $7.5M | 85k | 87.28 | |
Baker Hughes Incorporated | 0.5 | $7.0M | 138k | 50.47 | |
Ace Ltd. equities | 0.5 | $6.4M | 51k | 125.64 | |
Travelers Companies (TRV) | 0.5 | $6.2M | 54k | 114.56 | |
Verizon Communications (VZ) | 0.4 | $5.1M | 99k | 51.98 | |
Laredo Petroleum Holdings | 0.3 | $4.0M | 310k | 12.90 | |
Johnson & Johnson (JNJ) | 0.2 | $2.7M | 23k | 118.14 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.2 | $2.4M | 75k | 31.60 | |
3M Company (MMM) | 0.1 | $1.7M | 9.9k | 176.20 | |
C.R. Bard | 0.1 | $1.5M | 6.8k | 224.34 | |
Taiwan Semiconductor Mfg (TSM) | 0.1 | $1.3M | 42k | 30.59 | |
EOG Resources (EOG) | 0.1 | $976k | 10k | 96.76 | |
Infosys Technologies (INFY) | 0.1 | $648k | 41k | 15.79 | |
Oracle Corporation (ORCL) | 0.1 | $665k | 17k | 39.30 | |
NVR (NVR) | 0.1 | $607k | 370.00 | 1640.54 | |
Conformis | 0.1 | $621k | 63k | 9.92 | |
Wal-Mart Stores (WMT) | 0.0 | $482k | 6.7k | 72.16 | |
Snap-on Incorporated (SNA) | 0.0 | $548k | 3.6k | 152.05 | |
Electronic Arts (EA) | 0.0 | $422k | 4.9k | 85.43 | |
Eagle Materials (EXP) | 0.0 | $396k | 5.1k | 77.33 | |
Boston Scientific Corporation (BSX) | 0.0 | $208k | 8.7k | 23.79 | |
Ultrapar Participacoes SA (UGP) | 0.0 | $328k | 15k | 21.87 | |
Danaher Corporation (DHR) | 0.0 | $202k | 2.6k | 78.23 |