RNC CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0000051762 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 21, 2015

Total Value ($000): $1,220,335 (100.0% shares, 0.0% debt)

Holdings (137)

TSM TAIWAN SEMICONDUCTOR - SP ADR 4.5%
Value ($000) $55,066 Shares 2,460,504 Est. Cost $20.01 Unrealized
WFC WELLS FARGO& COMPANY 4.4%
Value ($000) $53,827 Shares 981,880 Est. Cost $30.38 Unrealized +27.6%
GENERAL ELECTRIC COMPANY 4.2%
Value ($000) $50,651 Shares 2,004,400 Est. Cost $24.39 Unrealized
MET METLIFE INC 3.7%
Value ($000) $45,090 Shares 833,610 Est. Cost $28.77 Unrealized +13.9%
JNJ JOHNSON& JOHNSON 3.6%
Value ($000) $43,689 Shares 417,794 Est. Cost $64.05 Unrealized +20.7%
TAP MOLSON COORS BREWING CO-B 3.5%
Value ($000) $42,504 Shares 570,370 Est. Cost $38.02 Unrealized +48.8%
BAX BAXTER INTERNATIONAL INC 3.4%
Value ($000) $41,130 Shares 561,195 Est. Cost $29.67 Unrealized +8.8%
UPS UNITED PARCEL SERVICE - CL B 3.1%
Value ($000) $38,172 Shares 343,369 Est. Cost $57.45 Unrealized +23.5%
T AT&T INC 3.1%
Value ($000) $37,664 Shares 1,121,290 Est. Cost $11.05 Unrealized +6.8%
PFE PFIZER INC 3.0%
Value ($000) $36,007 Shares 1,155,923 Est. Cost $16.44 Unrealized +9.3%
TGT TARGET CORP 2.9%
Value ($000) $35,395 Shares 466,281 Est. Cost $46.87 Unrealized +3.7%
TRV TRAVELERS COS INC 2.8%
Value ($000) $34,001 Shares 321,215 Est. Cost $63.15 Unrealized +25.0%
PEP PEPSICO INCORPORATED 2.8%
Value ($000) $33,748 Shares 356,894 Est. Cost $56.95 Unrealized +20.5%
JPM JPMORGAN CHASE& CO 2.7%
Value ($000) $32,741 Shares 523,182 Est. Cost $38.64 Unrealized +15.7%
ROYAL DUTCH SHELL PLC A - ADR 2.7%
Value ($000) $32,496 Shares 485,377 Est. Cost $70.67 Unrealized
AMAT APPLIED MATERIALS INC 2.6%
Value ($000) $31,957 Shares 1,282,388 Est. Cost $13.68 Unrealized +43.7%
COP CONOCOPHILLIPS 2.6%
Value ($000) $31,938 Shares 462,462 Est. Cost $45.00 Unrealized +8.6%
MO ALTRIA GROUP INC 2.6%
Value ($000) $31,377 Shares 636,832 Est. Cost $16.37 Unrealized +45.1%
IP INTERNATIONAL PAPER CO 2.5%
Value ($000) $30,921 Shares 577,093 Est. Cost $27.33 Unrealized +12.2%
TOTAL SA - SPON ADR 2.3%
Value ($000) $28,312 Shares 552,967 Est. Cost $58.04 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 2.3%
Value ($000) $28,101 Shares 308,019 Est. Cost $51.38 Unrealized +19.4%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $25,473 Shares 915,788 Est. Cost $16.82 Unrealized +8.8%
PSX PHILLIPS 66 2.0%
Value ($000) $24,768 Shares 345,433 Est. Cost $49.15 Unrealized 0.0%
MCD MCDONALDS CORP 2.0%
Value ($000) $24,248 Shares 258,785 Est. Cost $70.62 Unrealized -0.1%
CVX CHEVRON CORP 1.8%
Value ($000) $21,823 Shares 194,533 Est. Cost $73.24 Unrealized -3.7%
NUE NUCOR CORPORATION 1.8%
Value ($000) $21,744 Shares 443,307 Est. Cost $34.76 Unrealized +14.3%
AFL AFLAC INC 1.6%
Value ($000) $19,218 Shares 314,583 Est. Cost $22.59 Unrealized +0.5%
XILINX INC 1.5%
Value ($000) $18,081 Shares 417,682 Est. Cost $43.29 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.4%
Value ($000) $16,600 Shares 367,983 Est. Cost $18.59 Unrealized -6.9%
SPY SPDR S&P 500 ETF 1.3%
Value ($000) $15,727 Shares 76,513 Est. Cost $205.55 Unrealized
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $14,312 Shares 175,715 Est. Cost $47.40 Unrealized +3.8%
AAPL APPLE INC 1.0%
Value ($000) $11,699 Shares 105,985 Est. Cost $18.12 Unrealized +32.9%
DFSVX DFA SMALL CAP VALUE FUND 0.9%
Value ($000) $11,540 Shares 329,998 Est. Cost $33.63 Unrealized
HEFA ISHARES CURR HED MSCI EAFE ETF 0.9%
Value ($000) $11,057 Shares 439,300 Est. Cost $25.17 Unrealized
ORCL ORACLE CORP 0.8%
Value ($000) $9,386 Shares 208,712 Est. Cost $27.20 Unrealized +26.8%
FCX FREEPORT-MCMORAN, INC 0.7%
Value ($000) $9,152 Shares 391,797 Est. Cost $30.11 Unrealized -19.4%
DFFVX DFA US TARGETED VALUE PORT 0.7%
Value ($000) $8,520 Shares 384,638 Est. Cost $20.12 Unrealized
DFIVX DFA INTL VALUE FUND 0.7%
Value ($000) $8,042 Shares 455,660 Est. Cost $18.63 Unrealized
DISVX DFA INTL SMALL CAP VALUE FUND 0.6%
Value ($000) $7,753 Shares 416,834 Est. Cost $20.41 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $7,514 Shares 87,978 Est. Cost $59.02 Unrealized +14.1%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $6,845 Shares 72,617 Est. Cost $36.63 Unrealized +96.1%
DFCEX DFA EMERGING MKTS CORE EQUITY 0.6%
Value ($000) $6,823 Shares 360,618 Est. Cost $19.23 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.6%
Value ($000) $6,786 Shares 135,100 Est. Cost $41.63 Unrealized
DFLVX DFA US LARGE CAP VALUE FUND 0.5%
Value ($000) $6,008 Shares 176,762 Est. Cost $26.89 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $5,904 Shares 109,112 Est. Cost $37.58 Unrealized +5.2%
UHS UNIVERSAL HEALTH SERVICES-B 0.5%
Value ($000) $5,806 Shares 52,181 Est. Cost $66.43 Unrealized +51.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $5,368 Shares 56,988 Est. Cost $57.63 Unrealized +41.1%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $5,236 Shares 292,697 Est. Cost $11.26 Unrealized +20.4%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.4%
Value ($000) $4,969 Shares 51,970 Est. Cost $72.88 Unrealized
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $4,739 Shares 82,172 Est. Cost $23.39 Unrealized +56.4%
CATAMARAN CORP 0.4%
Value ($000) $4,476 Shares 86,484 Est. Cost $42.76 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.3%
Value ($000) $3,895 Shares 37,305 Est. Cost $104.41 Unrealized
NTAP NETAPP INC 0.3%
Value ($000) $3,796 Shares 91,574 Est. Cost $27.43 Unrealized +14.4%
ALTERA CORPORATION 0.3%
Value ($000) $3,773 Shares 102,150 Est. Cost $36.18 Unrealized
NEWFIELD EXPLORATION CO 0.3%
Value ($000) $3,754 Shares 138,417 Est. Cost $24.87 Unrealized
CENTURYLINK INC 0.2%
Value ($000) $2,854 Shares 72,105 Est. Cost $32.75 Unrealized
MYGN MYRIAD GENETICS INC 0.2%
Value ($000) $2,713 Shares 79,640 Est. Cost $30.02 Unrealized +18.2%
GOOGLE INC - CL A 0.2%
Value ($000) $2,682 Shares 5,054 Est. Cost $844.97 Unrealized
TSN TYSON FOODS INC CLASS A 0.2%
Value ($000) $2,678 Shares 66,805 Est. Cost $31.47 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2,648 Shares 16,506 Est. Cost $113.59 Unrealized -11.6%
ETN EATON CORP PLC 0.2%
Value ($000) $2,613 Shares 38,456 Est. Cost $54.13 Unrealized -6.4%
GOOGLE INC CL C 0.2%
Value ($000) $2,608 Shares 4,955 Est. Cost $572.83 Unrealized
TDC TERADATA CORP 0.2%
Value ($000) $2,574 Shares 58,918 Est. Cost $45.25 Unrealized -5.4%
HIG HARTFORD FINANCIAL SVCS GRP 0.2%
Value ($000) $2,373 Shares 56,911 Est. Cost $22.35 Unrealized +39.9%
URBN URBAN OUTFITTERS INC 0.2%
Value ($000) $2,371 Shares 67,478 Est. Cost $40.75 Unrealized -20.5%
INTC INTEL CORPORATION 0.2%
Value ($000) $2,165 Shares 59,654 Est. Cost $17.13 Unrealized +55.5%
NOBLE ENERGY INC 0.2%
Value ($000) $1,876 Shares 39,544 Est. Cost $47.44 Unrealized
WHITING PETROLEUM CORP 0.1%
Value ($000) $1,372 Shares 41,570 Est. Cost $46.48 Unrealized
XLE SPDR S&P ENERGY SELECT ETF 0.1%
Value ($000) $1,322 Shares 16,700 Est. Cost $79.16 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,249 Shares 26,700 Est. Cost $26.73 Unrealized +3.5%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $1,145 Shares 12,569 Est. Cost $55.44 Unrealized +16.5%
MSFT MICROSOFT CORP 0.1%
Value ($000) $961 Shares 20,696 Est. Cost $28.35 Unrealized +40.7%
HD HOME DEPOT INC 0.1%
Value ($000) $899 Shares 8,561 Est. Cost $56.05 Unrealized +33.5%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $844 Shares 14,293 Est. Cost $30.67 Unrealized +26.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $768 Shares 8,308 Est. Cost $54.63 Unrealized +6.2%
BLACKROCK INC 0.1%
Value ($000) $760 Shares 2,125 Est. Cost $275.68 Unrealized
PPG PPG INDUSTRIES 0.1%
Value ($000) $743 Shares 3,214 Est. Cost $64.45 Unrealized +32.2%
MRK MERCK& COMPANY INC 0.1%
Value ($000) $723 Shares 12,732 Est. Cost $31.35 Unrealized +25.5%
ABBV ABBVIE INC 0.1%
Value ($000) $720 Shares 10,995 Est. Cost $26.55 Unrealized +51.6%
SCZ ISHARES MSCI EAFE SMALL-CAP ET 0.1%
Value ($000) $716 Shares 15,325 Est. Cost $46.72 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $640 Shares 6,756 Est. Cost $49.96 Unrealized +40.3%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $634 Shares 3,289 Est. Cost $73.94 Unrealized +85.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $631 Shares 7,687 Est. Cost $24.71 Unrealized +26.5%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $621 Shares 15,300 Est. Cost $21.24 Unrealized +40.0%
CELGENE CORP 0.0%
Value ($000) $579 Shares 5,172 Est. Cost $110.27 Unrealized
HARMAN INTERNATIONAL 0.0%
Value ($000) $551 Shares 5,162 Est. Cost $88.99 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $526 Shares 8,525 Est. Cost $40.70 Unrealized +14.0%
FDX FEDEX CORP 0.0%
Value ($000) $509 Shares 2,933 Est. Cost $101.75 Unrealized +41.4%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $498 Shares 6,850 Est. Cost $46.01 Unrealized +52.4%
SEADRILL LTD 0.0%
Value ($000) $471 Shares 39,430 Est. Cost $40.74 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $465 Shares 6,133 Est. Cost $49.01 Unrealized +13.5%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $458 Shares 10,165 Est. Cost $28.85 Unrealized +22.4%
COVIDIEN PLC 0.0%
Value ($000) $442 Shares 4,326 Est. Cost $90.11 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $441 Shares 5,889 Est. Cost $49.75 Unrealized +32.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $437 Shares 4,100 Est. Cost $54.12 Unrealized +31.5%
TIME WARNER CABLE 0.0%
Value ($000) $434 Shares 2,856 Est. Cost $112.01 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $434 Shares 5,200 Est. Cost $45.09 Unrealized +40.9%
POWERSHARES QQQ ETF 0.0%
Value ($000) $392 Shares 3,800 Est. Cost $73.55 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $373 Shares 4,400 Est. Cost $61.99 Unrealized
DIRECTV 0.0%
Value ($000) $369 Shares 4,256 Est. Cost $73.06 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $367 Shares 5,602 Est. Cost $38.63 Unrealized +5.3%
MEI METHODE ELECTRONICS INC 0.0%
Value ($000) $361 Shares 9,886 Est. Cost $25.95 Unrealized +16.4%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $342 Shares 1,500 Est. Cost $155.33 Unrealized
CHUBB CORP 0.0%
Value ($000) $341 Shares 3,300 Est. Cost $84.94 Unrealized
WMT WAL MART STORES INC 0.0%
Value ($000) $340 Shares 3,961 Est. Cost $20.09 Unrealized +8.6%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $339 Shares 2,856 Est. Cost $99.71 Unrealized +13.0%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.0%
Value ($000) $315 Shares 2,095 Est. Cost $118.72 Unrealized +21.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $307 Shares 1,585 Est. Cost $133.90 Unrealized +12.7%
BIGIX WM BLAIR INTL GROWTH FUND-I 0.0%
Value ($000) $302 Shares 11,700 Est. Cost $23.42 Unrealized
XLP SPDR S&P CONS STAPLES SEL ETF 0.0%
Value ($000) $290 Shares 5,975 Est. Cost $45.08 Unrealized
VALEANT PHARMACEUTICALS INTL 0.0%
Value ($000) $286 Shares 2,000 Est. Cost $143.00 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $284 Shares 4,039 Est. Cost $41.54 Unrealized +24.4%
KMI KINDER MORGAN INC 0.0%
Value ($000) $271 Shares 6,411 Est. Cost $22.45 Unrealized 0.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $269 Shares 3,911 Est. Cost $32.16 Unrealized +52.5%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $269 Shares 2,325 Est. Cost $63.98 Unrealized +18.9%
ARAY ACCURAY INC 0.0%
Value ($000) $258 Shares 34,230 Est. Cost $8.86 Unrealized -20.4%
SGIIX FIRST EAGLE GLOBAL-I 0.0%
Value ($000) $254 Shares 4,821 Est. Cost $52.69 Unrealized
HE HAWAIIAN ELECTRIC INDS INC 0.0%
Value ($000) $250 Shares 7,454 Est. Cost $29.12 Unrealized 0.0%
EVTC EVERTEC INC 0.0%
Value ($000) $248 Shares 11,198 Est. Cost $21.42 Unrealized -8.2%
VGHAX VANGUARD HEALTH CARE FUND 0.0%
Value ($000) $247 Shares 2,765 Est. Cost $70.96 Unrealized
TRINITY BIOTECH PLC-SPON ADR 0.0%
Value ($000) $233 Shares 13,324 Est. Cost $17.49 Unrealized
ADM ARCHER-DANIELS MIDLAND CO 0.0%
Value ($000) $224 Shares 4,300 Est. Cost $35.26 Unrealized +2.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $219 Shares 2,951 Est. Cost $55.30 Unrealized -3.5%
IWC ISHARES RUSSELL MICROCAP INDX 0.0%
Value ($000) $217 Shares 2,825 Est. Cost $76.81 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $216 Shares 5,834 Est. Cost $17.29 Unrealized 0.0%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $207 Shares 2,500 Est. Cost $84.00 Unrealized
V VISA INC - CL A 0.0%
Value ($000) $202 Shares 771 Est. Cost $49.62 Unrealized +12.2%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $201 Shares 3,995 Est. Cost $50.31 Unrealized
EATON VANCE T/M BUY-WRITE OPPT 0.0%
Value ($000) $167 Shares 11,909 Est. Cost $14.02 Unrealized
WADDELL REED ACCUMULATIVE FD-A 0.0%
Value ($000) $147 Shares 14,001 Est. Cost $9.93 Unrealized
DWS MUNICIPAL INCOME TRUST 0.0%
Value ($000) $141 Shares 10,576 Est. Cost $13.33 Unrealized
OCB BANCORP 0.0%
Value ($000) $140 Shares 25,404 Est. Cost $5.98 Unrealized
EGHT 8X8 INC 0.0%
Value ($000) $126 Shares 13,807 Est. Cost $7.54 Unrealized +1.6%
NANOVIRICIDES INC 0.0%
Value ($000) $47 Shares 17,143 Est. Cost $5.19 Unrealized
AGENT INFORMATION SOFTWARE I 0.0%
Value ($000) $4 Shares 28,000 Est. Cost $0.25 Unrealized
AMERICAN INTL GROUP - 100K 0.0%
Value ($000) $0 Shares 20,980 Est. Cost Unrealized
TAMM OIL AND GAS CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.20 Unrealized