RNC CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0000051762 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 6, 2015

Total Value ($000): $1,191,713 (100.0% shares, 0.0% debt)

Holdings (138)

TSM TAIWAN SEMICONDUCTOR - SP ADR 4.7%
Value ($000) $55,543 Shares 2,365,549 Est. Cost $20.01 Unrealized
WFC WELLS FARGO& COMPANY 4.4%
Value ($000) $51,887 Shares 953,799 Est. Cost $30.38 Unrealized +31.2%
GENERAL ELECTRIC COMPANY 4.0%
Value ($000) $48,203 Shares 1,942,881 Est. Cost $24.39 Unrealized
ABBV ABBVIE INC 3.6%
Value ($000) $43,450 Shares 742,225 Est. Cost $38.66 Unrealized +0.5%
TAP MOLSON COORS BREWING CO-B 3.5%
Value ($000) $41,341 Shares 555,282 Est. Cost $38.02 Unrealized +52.0%
MET METLIFE INC 3.4%
Value ($000) $40,870 Shares 808,507 Est. Cost $28.77 Unrealized +8.5%
JNJ JOHNSON& JOHNSON 3.4%
Value ($000) $40,731 Shares 404,881 Est. Cost $64.05 Unrealized +17.3%
PFE PFIZER INC 3.3%
Value ($000) $38,984 Shares 1,120,554 Est. Cost $16.44 Unrealized +22.3%
BAX BAXTER INTERNATIONAL INC 3.1%
Value ($000) $37,205 Shares 543,138 Est. Cost $29.67 Unrealized +6.7%
TGT TARGET CORP 3.1%
Value ($000) $37,014 Shares 451,001 Est. Cost $46.87 Unrealized +19.5%
T AT&T INC 3.1%
Value ($000) $36,739 Shares 1,125,242 Est. Cost $11.05 Unrealized +6.7%
PEP PEPSICO INCORPORATED 2.8%
Value ($000) $33,157 Shares 346,759 Est. Cost $56.95 Unrealized +22.4%
UPS UNITED PARCEL SERVICE - CL B 2.7%
Value ($000) $32,207 Shares 332,234 Est. Cost $57.45 Unrealized +20.8%
IP INTERNATIONAL PAPER CO 2.6%
Value ($000) $31,558 Shares 568,718 Est. Cost $27.33 Unrealized +19.8%
TRV TRAVELERS COS INC 2.6%
Value ($000) $31,239 Shares 288,899 Est. Cost $63.15 Unrealized +33.0%
MO ALTRIA GROUP INC 2.6%
Value ($000) $31,032 Shares 620,385 Est. Cost $16.37 Unrealized +60.0%
PSX PHILLIPS 66 2.6%
Value ($000) $30,824 Shares 392,165 Est. Cost $49.17 Unrealized +0.2%
ROYAL DUTCH SHELL PLC A - ADR 2.6%
Value ($000) $30,690 Shares 514,507 Est. Cost $70.05 Unrealized
SLB SCHLUMBERGER LTD 2.5%
Value ($000) $29,730 Shares 356,301 Est. Cost $60.77 Unrealized +0.9%
COP CONOCOPHILLIPS 2.5%
Value ($000) $29,339 Shares 471,236 Est. Cost $45.01 Unrealized +1.2%
TOTAL SA - SPON ADR 2.5%
Value ($000) $29,277 Shares 589,552 Est. Cost $57.52 Unrealized
AMAT APPLIED MATERIALS INC 2.4%
Value ($000) $28,101 Shares 1,245,612 Est. Cost $13.68 Unrealized +53.1%
PNC PNC FINANCIAL SERVICES GROUP 2.3%
Value ($000) $27,944 Shares 299,704 Est. Cost $51.38 Unrealized +25.1%
JPM JPMORGAN CHASE& CO 2.2%
Value ($000) $26,282 Shares 433,831 Est. Cost $38.64 Unrealized +14.6%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $24,651 Shares 895,583 Est. Cost $16.82 Unrealized +19.5%
XILINX INC 1.8%
Value ($000) $21,716 Shares 513,377 Est. Cost $43.10 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 1.8%
Value ($000) $21,590 Shares 441,518 Est. Cost $18.72 Unrealized +3.3%
CVX CHEVRON CORP 1.8%
Value ($000) $21,306 Shares 202,951 Est. Cost $72.98 Unrealized -8.3%
NUE NUCOR CORPORATION 1.8%
Value ($000) $21,110 Shares 444,137 Est. Cost $34.76 Unrealized +3.4%
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $13,290 Shares 176,425 Est. Cost $47.40 Unrealized -0.7%
HEFA ISHARES CURR HED MSCI EAFE ETF 1.1%
Value ($000) $12,575 Shares 451,050 Est. Cost $25.24 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $12,377 Shares 99,469 Est. Cost $18.12 Unrealized +48.2%
DFSVX DFA SMALL CAP VALUE FUND 0.9%
Value ($000) $11,032 Shares 307,972 Est. Cost $33.63 Unrealized
DISVX DFA INTL SMALL CAP VALUE FUND 0.8%
Value ($000) $9,034 Shares 463,981 Est. Cost $20.32 Unrealized
DFIVX DFA INTL VALUE FUND 0.7%
Value ($000) $8,427 Shares 458,489 Est. Cost $18.63 Unrealized
DFFVX DFA US TARGETED VALUE PORT 0.7%
Value ($000) $8,261 Shares 359,478 Est. Cost $20.12 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.6%
Value ($000) $7,119 Shares 130,629 Est. Cost $41.63 Unrealized
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $6,965 Shares 70,981 Est. Cost $36.63 Unrealized +92.6%
DFCEX DFA EMERGING MKTS CORE EQUITY 0.6%
Value ($000) $6,916 Shares 358,519 Est. Cost $19.23 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $6,440 Shares 149,238 Est. Cost $27.20 Unrealized +35.4%
DFLVX DFA US LARGE CAP VALUE FUND 0.5%
Value ($000) $5,782 Shares 171,152 Est. Cost $26.89 Unrealized
TSN TYSON FOODS INC CLASS A 0.5%
Value ($000) $5,757 Shares 150,320 Est. Cost $31.27 Unrealized -0.5%
C CITIGROUP INC 0.5%
Value ($000) $5,472 Shares 106,206 Est. Cost $37.58 Unrealized +0.9%
DIS DISNEY WALT CO 0.5%
Value ($000) $5,432 Shares 51,791 Est. Cost $57.63 Unrealized +59.4%
CATAMARAN CORP 0.4%
Value ($000) $5,189 Shares 87,144 Est. Cost $42.76 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.4%
Value ($000) $5,089 Shares 51,445 Est. Cost $72.88 Unrealized
NEWFIELD EXPLORATION CO 0.4%
Value ($000) $4,833 Shares 137,742 Est. Cost $24.87 Unrealized
LNC LINCOLN NATIONAL CORP 0.4%
Value ($000) $4,534 Shares 78,907 Est. Cost $23.39 Unrealized +61.1%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $4,363 Shares 283,472 Est. Cost $11.26 Unrealized +13.3%
URBN URBAN OUTFITTERS INC 0.3%
Value ($000) $4,050 Shares 88,720 Est. Cost $40.30 Unrealized -3.5%
NTAP NETAPP INC 0.3%
Value ($000) $3,123 Shares 88,082 Est. Cost $27.43 Unrealized +5.7%
WHITING PETROLEUM CORP 0.3%
Value ($000) $3,028 Shares 97,985 Est. Cost $37.51 Unrealized
GOOGLE INC CL C 0.2%
Value ($000) $2,944 Shares 5,373 Est. Cost $570.89 Unrealized
TDC TERADATA CORP 0.2%
Value ($000) $2,900 Shares 65,693 Est. Cost $45.10 Unrealized -3.0%
MYGN MYRIAD GENETICS INC 0.2%
Value ($000) $2,872 Shares 81,118 Est. Cost $30.13 Unrealized +18.8%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2,769 Shares 17,255 Est. Cost $112.85 Unrealized -14.5%
GOOGLE INC - CL A 0.2%
Value ($000) $2,715 Shares 4,895 Est. Cost $844.97 Unrealized
ETN EATON CORP PLC 0.2%
Value ($000) $2,665 Shares 39,231 Est. Cost $54.10 Unrealized -2.9%
NOBLE ENERGY INC 0.2%
Value ($000) $2,540 Shares 51,934 Est. Cost $47.79 Unrealized
ENDURANCE SPECIALTY HOLDINGS 0.2%
Value ($000) $2,516 Shares 41,155 Est. Cost $61.13 Unrealized
CENTURYLINK INC 0.2%
Value ($000) $2,476 Shares 71,659 Est. Cost $32.75 Unrealized
HIG HARTFORD FINANCIAL SVCS GRP 0.2%
Value ($000) $2,304 Shares 55,086 Est. Cost $22.35 Unrealized +45.6%
INTC INTEL CORPORATION 0.2%
Value ($000) $1,821 Shares 58,244 Est. Cost $17.13 Unrealized +51.8%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $1,469 Shares 30,209 Est. Cost $26.83 Unrealized +2.9%
DUSLX DFA US L/C GROWTH PORT 0.1%
Value ($000) $1,376 Shares 92,794 Est. Cost $14.83 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $947 Shares 8,339 Est. Cost $56.05 Unrealized +52.2%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $834 Shares 10,178 Est. Cost $55.44 Unrealized +14.7%
BLACKROCK INC 0.1%
Value ($000) $814 Shares 2,225 Est. Cost $279.73 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $806 Shares 19,832 Est. Cost $28.35 Unrealized +31.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $792 Shares 12,274 Est. Cost $30.67 Unrealized +41.7%
PPG PPG INDUSTRIES 0.1%
Value ($000) $731 Shares 3,243 Est. Cost $64.45 Unrealized +46.4%
MRK MERCK& COMPANY INC 0.1%
Value ($000) $708 Shares 12,323 Est. Cost $31.35 Unrealized +28.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $700 Shares 7,387 Est. Cost $24.71 Unrealized +46.2%
LMT LOCKHEED MARTIN CORPORATION 0.1%
Value ($000) $675 Shares 3,327 Est. Cost $74.78 Unrealized +96.8%
CELGENE CORP 0.1%
Value ($000) $673 Shares 5,837 Est. Cost $110.85 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $656 Shares 6,756 Est. Cost $49.96 Unrealized +49.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $635 Shares 7,473 Est. Cost $54.63 Unrealized +1.7%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $616 Shares 15,300 Est. Cost $21.24 Unrealized +40.0%
ARAY ACCURAY INC 0.0%
Value ($000) $575 Shares 61,780 Est. Cost $8.46 Unrealized -5.9%
MEI METHODE ELECTRONICS INC 0.0%
Value ($000) $568 Shares 12,079 Est. Cost $27.09 Unrealized +19.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $510 Shares 5,229 Est. Cost $70.62 Unrealized +2.2%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $506 Shares 6,850 Est. Cost $46.01 Unrealized +62.1%
FDX FEDEX CORP 0.0%
Value ($000) $504 Shares 3,048 Est. Cost $103.49 Unrealized +42.9%
HARMAN INTERNATIONAL 0.0%
Value ($000) $498 Shares 3,726 Est. Cost $88.99 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $477 Shares 8,425 Est. Cost $40.70 Unrealized +6.6%
DIRECTV 0.0%
Value ($000) $460 Shares 5,406 Est. Cost $75.62 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $459 Shares 9,914 Est. Cost $28.85 Unrealized +29.7%
VFC VF CORPORATION 0.0%
Value ($000) $447 Shares 5,936 Est. Cost $49.75 Unrealized +39.1%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $445 Shares 5,200 Est. Cost $45.09 Unrealized +50.6%
TRINITY BIOTECH PLC-SPON ADR 0.0%
Value ($000) $443 Shares 23,024 Est. Cost $18.23 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $417 Shares 6,511 Est. Cost $22.59 Unrealized +4.5%
KELLOGG COMPANY 0.0%
Value ($000) $401 Shares 6,077 Est. Cost $38.87 Unrealized +7.3%
POWERSHARES QQQ ETF 0.0%
Value ($000) $401 Shares 3,800 Est. Cost $73.55 Unrealized
VALEANT PHARMACEUTICALS INTL 0.0%
Value ($000) $397 Shares 2,000 Est. Cost $143.00 Unrealized
DISCOVERY COMMUNICATIONS - C 0.0%
Value ($000) $391 Shares 13,275 Est. Cost $29.45 Unrealized
EMN EASTMAN CHEMICAL COMPANY 0.0%
Value ($000) $385 Shares 5,563 Est. Cost $49.01 Unrealized +4.2%
GPC GENUINE PARTS CO 0.0%
Value ($000) $382 Shares 4,100 Est. Cost $54.12 Unrealized +30.1%
UHS UNIVERSAL HEALTH SERVICES-B 0.0%
Value ($000) $374 Shares 3,181 Est. Cost $66.43 Unrealized +59.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $356 Shares 1,895 Est. Cost $136.50 Unrealized +9.7%
ALTERA CORPORATION 0.0%
Value ($000) $335 Shares 7,800 Est. Cost $36.18 Unrealized
BIGIX WM BLAIR INTL GROWTH FUND-I 0.0%
Value ($000) $319 Shares 11,700 Est. Cost $23.42 Unrealized
WMT WAL MART STORES INC 0.0%
Value ($000) $318 Shares 3,861 Est. Cost $20.09 Unrealized +14.7%
BIDU BAIDU INC - SPON ADR 0.0%
Value ($000) $313 Shares 1,500 Est. Cost $155.33 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $298 Shares 4,009 Est. Cost $32.81 Unrealized +79.6%
AMCX AMC NETWORKS INC-A 0.0%
Value ($000) $297 Shares 3,878 Est. Cost $69.08 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $291 Shares 2,464 Est. Cost $99.71 Unrealized +20.2%
CHUBB CORP 0.0%
Value ($000) $288 Shares 2,850 Est. Cost $84.94 Unrealized
EXPRESS SCRIPTS HOLDING CO 0.0%
Value ($000) $286 Shares 3,300 Est. Cost $61.99 Unrealized
EVTC EVERTEC INC 0.0%
Value ($000) $281 Shares 12,848 Est. Cost $21.10 Unrealized -10.1%
VGHCX VANGUARD HEALTH CARE FUND-INV 0.0%
Value ($000) $267 Shares 1,181 Est. Cost $226.08 Unrealized
TIME WARNER CABLE 0.0%
Value ($000) $263 Shares 1,756 Est. Cost $112.01 Unrealized
VGHAX VANGUARD HEALTH CARE FUND 0.0%
Value ($000) $263 Shares 2,765 Est. Cost $70.96 Unrealized
V VISA INC - CL A 0.0%
Value ($000) $261 Shares 3,984 Est. Cost $59.02 Unrealized +3.8%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.0%
Value ($000) $260 Shares 1,800 Est. Cost $118.72 Unrealized +23.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $259 Shares 3,322 Est. Cost $58.10 Unrealized 0.0%
FRANK'S INTERNATIONAL NV 0.0%
Value ($000) $256 Shares 13,706 Est. Cost $18.68 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $252 Shares 3,539 Est. Cost $41.54 Unrealized +34.0%
HEZU ISHARES CURR HEDGED MSCI EMU 0.0%
Value ($000) $250 Shares 8,600 Est. Cost $29.07 Unrealized
HE HAWAIIAN ELECTRIC INDS INC 0.0%
Value ($000) $239 Shares 7,454 Est. Cost $29.12 Unrealized +14.4%
PODD INSULET CORP 0.0%
Value ($000) $236 Shares 7,080 Est. Cost $33.75 Unrealized 0.0%
FFIV F5 NETWORKS 0.0%
Value ($000) $229 Shares 1,996 Est. Cost $117.67 Unrealized 0.0%
CMCSA COMCAST CORP - CL A 0.0%
Value ($000) $223 Shares 3,946 Est. Cost $22.40 Unrealized 0.0%
EXC EXELON CORPORATION 0.0%
Value ($000) $220 Shares 6,534 Est. Cost $17.24 Unrealized -2.4%
KMI KINDER MORGAN INC 0.0%
Value ($000) $218 Shares 5,176 Est. Cost $22.45 Unrealized +6.3%
IWC ISHARES RUSSELL MICROCAP INDX 0.0%
Value ($000) $214 Shares 2,700 Est. Cost $76.81 Unrealized
XLP SPDR S&P CONS STAPLES SEL ETF 0.0%
Value ($000) $213 Shares 4,375 Est. Cost $45.08 Unrealized
ASSOCIATED ESTATES REALTY 0.0%
Value ($000) $210 Shares 8,500 Est. Cost $24.71 Unrealized
ADM ARCHER-DANIELS MIDLAND CO 0.0%
Value ($000) $204 Shares 4,300 Est. Cost $35.26 Unrealized -1.9%
POWERSHARES RAFI US 1500 S/M 0.0%
Value ($000) $201 Shares 1,935 Est. Cost $103.88 Unrealized
EATON VANCE T/M BUY-WRITE OPPT 0.0%
Value ($000) $179 Shares 11,909 Est. Cost $14.02 Unrealized
WADDELL REED ACCUMULATIVE FD-A 0.0%
Value ($000) $154 Shares 14,001 Est. Cost $9.93 Unrealized
DWS MUNICIPAL INCOME TRUST 0.0%
Value ($000) $148 Shares 10,576 Est. Cost $13.33 Unrealized
OCB BANCORP 0.0%
Value ($000) $145 Shares 25,404 Est. Cost $5.98 Unrealized
EGHT 8X8 INC 0.0%
Value ($000) $116 Shares 13,807 Est. Cost $7.54 Unrealized +6.8%
NANOVIRICIDES INC 0.0%
Value ($000) $39 Shares 17,143 Est. Cost $5.19 Unrealized
AGENT INFORMATION SOFTWARE I 0.0%
Value ($000) $10 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