RNC CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0000051762 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Mar 9, 2020

Total Value ($000): $1,584,142 (100.0% shares, 0.0% debt)

Holdings (156)

JPM JPMORGAN CHASE& CO 4.0%
Value ($000) $63,745 Shares 457,280 Est. Cost $44.95 Unrealized +141.8%
ABBV ABBVIE INC 3.8%
Value ($000) $59,540 Shares 672,467 Est. Cost $45.89 Unrealized +40.8%
CVS CVS HEALTH CORPORATION 3.7%
Value ($000) $57,848 Shares 778,682 Est. Cost $49.44 Unrealized +16.9%
C CITIGROUP INC 3.6%
Value ($000) $57,519 Shares 719,979 Est. Cost $51.33 Unrealized +15.5%
TSM TAIWAN SEMICONDUCTOR - SP ADR 3.6%
Value ($000) $57,423 Shares 988,349 Est. Cost $21.88 Unrealized
T AT&T INC 3.5%
Value ($000) $56,115 Shares 1,435,892 Est. Cost $13.32 Unrealized +41.6%
BMY BRISTOL-MYERS SQUIBB CO 3.2%
Value ($000) $50,876 Shares 792,583 Est. Cost $39.96 Unrealized +13.1%
LMT LOCKHEED MARTIN CORPORATION 3.1%
Value ($000) $48,568 Shares 124,732 Est. Cost $249.82 Unrealized +30.0%
CSCO CISCO SYSTEMS INC 3.1%
Value ($000) $48,400 Shares 1,009,182 Est. Cost $28.08 Unrealized +37.3%
CVX CHEVRON CORP 2.8%
Value ($000) $44,760 Shares 371,421 Est. Cost $68.36 Unrealized +31.2%
TOTAL SA - SPON ADR 2.8%
Value ($000) $44,466 Shares 804,084 Est. Cost $51.30 Unrealized
VZ VERIZON COMMUNICATIONS 2.8%
Value ($000) $44,178 Shares 719,510 Est. Cost $31.42 Unrealized +36.2%
WFC WELLS FARGO& COMPANY 2.7%
Value ($000) $43,364 Shares 806,016 Est. Cost $32.28 Unrealized +38.5%
AMGN AMGEN INC 2.7%
Value ($000) $43,332 Shares 179,747 Est. Cost $121.92 Unrealized +49.8%
PSX PHILLIPS 66 2.7%
Value ($000) $42,246 Shares 379,191 Est. Cost $54.48 Unrealized +60.3%
AVGO BROADCOM INC 2.6%
Value ($000) $41,451 Shares 131,167 Est. Cost $24.13 Unrealized +7.3%
MET METLIFE INC 2.4%
Value ($000) $37,675 Shares 739,157 Est. Cost $33.29 Unrealized +18.2%
MO ALTRIA GROUP INC 2.2%
Value ($000) $34,538 Shares 691,995 Est. Cost $22.17 Unrealized +29.9%
OMC OMNICOM GROUP 2.2%
Value ($000) $34,470 Shares 425,455 Est. Cost $54.30 Unrealized +15.1%
TFC TRUIST FINANCIAL CORPORATION 2.1%
Value ($000) $33,701 Shares 598,382 Est. Cost $40.89 Unrealized 0.0%
JNJ JOHNSON& JOHNSON 2.1%
Value ($000) $33,284 Shares 228,179 Est. Cost $71.64 Unrealized +59.3%
UPS UNITED PARCEL SERVICE - CL B 2.0%
Value ($000) $31,819 Shares 271,815 Est. Cost $63.57 Unrealized +46.0%
GIS GENERAL MILLS INCORPORATED 1.9%
Value ($000) $30,105 Shares 562,079 Est. Cost $39.68 Unrealized +7.9%
MSFT MICROSOFT CORP 1.9%
Value ($000) $30,079 Shares 190,732 Est. Cost $49.93 Unrealized +178.9%
LLY LILLY ELI& COMPANY 1.9%
Value ($000) $29,818 Shares 226,875 Est. Cost $70.94 Unrealized +51.6%
HD HOME DEPOT INC 1.9%
Value ($000) $29,429 Shares 134,762 Est. Cost $167.61 Unrealized +16.3%
ROYAL DUTCH SHELL PLC A - ADR 1.9%
Value ($000) $29,412 Shares 498,679 Est. Cost $60.24 Unrealized
PM PHILIP MORRIS INTL INC 1.8%
Value ($000) $29,236 Shares 343,592 Est. Cost $54.33 Unrealized +10.5%
MS MORGAN STANLEY 1.8%
Value ($000) $28,521 Shares 557,925 Est. Cost $37.07 Unrealized +5.4%
BLACKROCK INC 1.7%
Value ($000) $26,180 Shares 52,079 Est. Cost $457.99 Unrealized
GPC GENUINE PARTS CO 1.6%
Value ($000) $26,136 Shares 246,036 Est. Cost $86.19 Unrealized 0.0%
CCL CARNIVAL CORPORATION 1.2%
Value ($000) $18,839 Shares 370,626 Est. Cost $54.39 Unrealized -19.3%
CNP CENTERPOINT ENERGY INC 1.1%
Value ($000) $17,344 Shares 636,003 Est. Cost $22.96 Unrealized 0.0%
AAPL APPLE INC 1.0%
Value ($000) $15,422 Shares 52,518 Est. Cost $22.65 Unrealized +173.8%
DFIVX DFA INTL VALUE FUND 0.9%
Value ($000) $14,586 Shares 822,700 Est. Cost $17.80 Unrealized
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $14,441 Shares 359,235 Est. Cost $48.33 Unrealized -36.4%
VWILX VANGUARD INTL GROWTH FD-ADMIR 0.8%
Value ($000) $12,479 Shares 121,403 Est. Cost $91.04 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.6%
Value ($000) $9,904 Shares 72,566 Est. Cost $136.22 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $7,452 Shares 59,859 Est. Cost $62.71 Unrealized +75.6%
IWP ISHARES RUSSELL M/C GROWTH ETF 0.5%
Value ($000) $7,308 Shares 47,893 Est. Cost $141.62 Unrealized
ORCL ORACLE CORP 0.4%
Value ($000) $6,418 Shares 121,140 Est. Cost $28.84 Unrealized +74.9%
SPY SPDR S&P 500 ETF 0.4%
Value ($000) $6,244 Shares 19,400 Est. Cost $280.59 Unrealized
DFLVX DFA US LARGE CAP VALUE FUND 0.4%
Value ($000) $6,184 Shares 159,885 Est. Cost $30.47 Unrealized
ALLERGAN PLC 0.4%
Value ($000) $5,713 Shares 29,885 Est. Cost $163.11 Unrealized
DFCEX DFA EMERGING MKTS CORE EQUITY 0.4%
Value ($000) $5,585 Shares 256,530 Est. Cost $22.87 Unrealized
DFSVX DFA SMALL CAP VALUE FUND 0.4%
Value ($000) $5,545 Shares 161,004 Est. Cost $33.72 Unrealized
GOOG ALPHABET CLASS C 0.3%
Value ($000) $5,483 Shares 4,101 Est. Cost $35.61 Unrealized +79.9%
INTC INTEL CORPORATION 0.3%
Value ($000) $5,265 Shares 87,978 Est. Cost $31.10 Unrealized +58.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $4,875 Shares 16,584 Est. Cost $216.15 Unrealized +9.5%
BA BOEING COMPANY 0.3%
Value ($000) $4,835 Shares 14,842 Est. Cost $224.66 Unrealized +56.3%
LOW LOWES COMPANIES INC 0.3%
Value ($000) $4,749 Shares 39,658 Est. Cost $61.88 Unrealized +65.4%
GOOGL ALPHABET CLASS A 0.3%
Value ($000) $4,636 Shares 3,461 Est. Cost $37.43 Unrealized +71.0%
TRV TRAVELERS COS INC 0.3%
Value ($000) $4,599 Shares 33,578 Est. Cost $68.34 Unrealized +74.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $4,527 Shares 31,298 Est. Cost $72.34 Unrealized +87.6%
TSN TYSON FOODS INC - CL A 0.3%
Value ($000) $4,509 Shares 49,529 Est. Cost $39.00 Unrealized +84.1%
META FACEBOOK INC-A 0.3%
Value ($000) $4,252 Shares 20,716 Est. Cost $154.64 Unrealized +24.4%
DFFVX DFA US TARGETED VALUE PORT 0.3%
Value ($000) $4,242 Shares 183,017 Est. Cost $20.38 Unrealized
RAYTHEON COMPANY 0.3%
Value ($000) $4,191 Shares 19,072 Est. Cost $174.25 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $4,073 Shares 17,712 Est. Cost $195.80 Unrealized -4.2%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $4,071 Shares 23,142 Est. Cost $79.29 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $4,067 Shares 46,096 Est. Cost $43.18 Unrealized +68.7%
CMCSA COMCAST CORP - CL A 0.2%
Value ($000) $3,952 Shares 87,873 Est. Cost $31.51 Unrealized +20.2%
NOBLE ENERGY INC 0.2%
Value ($000) $3,770 Shares 151,758 Est. Cost $30.15 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $3,762 Shares 24,836 Est. Cost $42.86 Unrealized +39.9%
APTIV PLC 0.2%
Value ($000) $3,481 Shares 36,658 Est. Cost $82.47 Unrealized
DISCOVERY INC - C 0.2%
Value ($000) $2,958 Shares 97,012 Est. Cost $25.95 Unrealized
LNC LINCOLN NATIONAL CORP 0.2%
Value ($000) $2,955 Shares 50,068 Est. Cost $24.10 Unrealized +81.3%
ETN EATON CORP PLC 0.2%
Value ($000) $2,774 Shares 29,290 Est. Cost $53.45 Unrealized +49.1%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $2,759 Shares 26,342 Est. Cost $33.22 Unrealized +29.4%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $2,642 Shares 49,133 Est. Cost $44.27 Unrealized +5.2%
DOW DOW INC 0.2%
Value ($000) $2,630 Shares 48,050 Est. Cost $36.37 Unrealized +0.9%
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $2,543 Shares 40,069 Est. Cost $32.38 Unrealized +25.7%
HEFA ISHARES CURR HED MSCI EAFE ETF 0.2%
Value ($000) $2,492 Shares 81,657 Est. Cost $25.12 Unrealized
PEP PEPSICO INCORPORATED 0.2%
Value ($000) $2,443 Shares 17,878 Est. Cost $71.11 Unrealized +58.6%
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $2,407 Shares 16,072 Est. Cost $128.89 Unrealized
ALEXION PHARMACEUTICALS INC 0.2%
Value ($000) $2,395 Shares 22,142 Est. Cost $99.20 Unrealized
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $2,343 Shares 36,490 Est. Cost $26.56 Unrealized -7.8%
PFE PFIZER INC 0.1%
Value ($000) $2,286 Shares 58,343 Est. Cost $18.79 Unrealized +42.2%
ULTA ULTA SALON COSMETICS& FRAGR 0.1%
Value ($000) $1,943 Shares 7,676 Est. Cost $244.35 Unrealized 0.0%
ADBE ADOBE INC. 0.1%
Value ($000) $1,918 Shares 5,815 Est. Cost $75.25 Unrealized +291.0%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $1,670 Shares 13,372 Est. Cost $67.69 Unrealized +55.5%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,601 Shares 45,449 Est. Cost $18.55 Unrealized +49.8%
MRK MERCK& COMPANY INC 0.1%
Value ($000) $1,563 Shares 17,187 Est. Cost $40.90 Unrealized +65.1%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $1,550 Shares 9,708 Est. Cost $54.34 Unrealized +121.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,512 Shares 23,262 Est. Cost $48.58 Unrealized +5.5%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,403 Shares 759 Est. Cost $59.18 Unrealized +49.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,402 Shares 15,950 Est. Cost $41.73 Unrealized +78.5%
KELLOGG COMPANY 0.1%
Value ($000) $1,313 Shares 18,990 Est. Cost $44.71 Unrealized +8.6%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,229 Shares 20,142 Est. Cost $13.75 Unrealized +285.5%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,143 Shares 13,156 Est. Cost $35.01 Unrealized +115.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,141 Shares 6,449 Est. Cost $133.08 Unrealized +8.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,132 Shares 5,726 Est. Cost $116.13 Unrealized +48.1%
TGT TARGET CORP 0.1%
Value ($000) $1,100 Shares 8,575 Est. Cost $74.91 Unrealized +33.3%
V VISA INC - CL A 0.1%
Value ($000) $1,005 Shares 5,351 Est. Cost $84.11 Unrealized +105.2%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $983 Shares 7,660 Est. Cost $57.80 Unrealized +79.5%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $920 Shares 4,327 Est. Cost $178.46 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $787 Shares 5,328 Est. Cost $117.85 Unrealized +4.4%
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $734 Shares 5,766 Est. Cost $96.01 Unrealized +9.1%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $702 Shares 14,050 Est. Cost $45.86 Unrealized
XILINX INC 0.0%
Value ($000) $685 Shares 7,003 Est. Cost $43.50 Unrealized
XLP SPDR S&P CONS STAPLES SEL ETF 0.0%
Value ($000) $642 Shares 10,190 Est. Cost $51.83 Unrealized
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $616 Shares 3,409 Est. Cost $142.71 Unrealized +4.7%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $603 Shares 8,635 Est. Cost $55.09 Unrealized -5.5%
APD AIR PRODUCTS& CHEMICALS INC 0.0%
Value ($000) $583 Shares 2,483 Est. Cost $169.06 Unrealized +14.8%
XLU SPDR S&P UTILITIES SELECT ETF 0.0%
Value ($000) $578 Shares 8,940 Est. Cost $64.65 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $570 Shares 12,382 Est. Cost $27.68 Unrealized +15.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ET 0.0%
Value ($000) $567 Shares 9,100 Est. Cost $51.83 Unrealized
IWN ISHARES RUSSELL 2000 VALUE FD 0.0%
Value ($000) $550 Shares 4,278 Est. Cost $107.59 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $514 Shares 3,738 Est. Cost $89.12 Unrealized +22.1%
SWPPX SCHWAB S&P 500 INDEX FUND 0.0%
Value ($000) $508 Shares 10,280 Est. Cost $46.14 Unrealized
BPGLX UBS GLOBAL ALLOCATON-P 0.0%
Value ($000) $492 Shares 38,532 Est. Cost $12.87 Unrealized
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $476 Shares 5,000 Est. Cost $61.90 Unrealized +11.1%
AFL AFLAC INC 0.0%
Value ($000) $462 Shares 8,741 Est. Cost $30.00 Unrealized +52.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $451 Shares 6,500 Est. Cost $58.75 Unrealized
VFIAX VANGUARD 500 INDEX FUND-ADM 0.0%
Value ($000) $446 Shares 1,497 Est. Cost $195.00 Unrealized
WMT WAL-MART INC. 0.0%
Value ($000) $393 Shares 3,302 Est. Cost $23.38 Unrealized +55.6%
MMM 3M COMPANY 0.0%
Value ($000) $388 Shares 2,197 Est. Cost $113.24 Unrealized -1.3%
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $386 Shares 5,059 Est. Cost $43.83 Unrealized +43.3%
ALL ALLSTATE CORP 0.0%
Value ($000) $380 Shares 3,379 Est. Cost $50.66 Unrealized +85.9%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $370 Shares 1,257 Est. Cost $236.62 Unrealized +14.8%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $370 Shares 2,757 Est. Cost $101.37 Unrealized -1.4%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.0%
Value ($000) $364 Shares 1,605 Est. Cost $166.56 Unrealized +30.4%
NUE NUCOR CORPORATION 0.0%
Value ($000) $362 Shares 6,425 Est. Cost $50.34 Unrealized -4.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $357 Shares 7,090 Est. Cost $22.01 Unrealized +81.4%
NKE NIKE INC - CL B 0.0%
Value ($000) $346 Shares 3,420 Est. Cost $61.28 Unrealized +41.7%
HIG HARTFORD FINANCIAL SVCS GRP 0.0%
Value ($000) $343 Shares 5,650 Est. Cost $25.01 Unrealized +109.4%
FDX FEDEX CORP 0.0%
Value ($000) $333 Shares 2,204 Est. Cost $137.51 Unrealized 0.0%
IEMG ISHARES CORE MSCI EM MKTS ETF 0.0%
Value ($000) $320 Shares 5,950 Est. Cost $47.17 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $314 Shares 8,729 Est. Cost $25.22 Unrealized +21.8%
SO SOUTHERN COMPANY 0.0%
Value ($000) $313 Shares 4,911 Est. Cost $33.59 Unrealized +45.6%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $306 Shares 1,679 Est. Cost $182.25 Unrealized
RMD RESMED INC 0.0%
Value ($000) $294 Shares 1,900 Est. Cost $101.81 Unrealized +34.4%
CHTR CHARTER COMMUNICATIONS INC-A 0.0%
Value ($000) $287 Shares 591 Est. Cost $329.38 Unrealized +39.7%
PSA PUBLIC STORAGE 0.0%
Value ($000) $275 Shares 1,290 Est. Cost $151.89 Unrealized +12.5%
MA MASTERCARD INC -CLASS A 0.0%
Value ($000) $268 Shares 899 Est. Cost $245.48 Unrealized +11.0%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $261 Shares 1,451 Est. Cost $146.29 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $255 Shares 1,200 Est. Cost $175.97 Unrealized
DISVX DFA INTL SMALL CAP VALUE FUND 0.0%
Value ($000) $255 Shares 13,161 Est. Cost $19.96 Unrealized
TAP MOLSON COORS BEVERAGE COMPANY 0.0%
Value ($000) $253 Shares 4,700 Est. Cost $38.40 Unrealized +19.6%
BIGIX WM BLAIR INTL GROWTH FUND-I 0.0%
Value ($000) $248 Shares 8,170 Est. Cost $26.81 Unrealized
ARE ALEXANDRIA REAL ESTATE EQY 0.0%
Value ($000) $242 Shares 1,500 Est. Cost $124.15 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $230 Shares 2,537 Est. Cost $62.76 Unrealized +14.3%
SCHD SCHWAB US DVD EQUITY ETF 0.0%
Value ($000) $219 Shares 3,787 Est. Cost $57.83 Unrealized
BP BP PLC - ADR 0.0%
Value ($000) $210 Shares 5,568 Est. Cost $37.26 Unrealized
CWGIX CAPITAL WORLD GROWTH& INC-A 0.0%
Value ($000) $208 Shares 3,987 Est. Cost $52.17 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $206 Shares 3,167 Est. Cost $47.16 Unrealized 0.0%
UHS UNIVERSAL HEALTH SERVICES - B 0.0%
Value ($000) $205 Shares 1,430 Est. Cost $121.98 Unrealized +13.5%
AMERICAN FINANCE TRUST INC. 0.0%
Value ($000) $167 Shares 12,592 Est. Cost $13.98 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $120 Shares 10,783 Est. Cost $24.62 Unrealized
AGENT INFORMATION SOFTWARE I 0.0%
Value ($000) $63 Shares 28,000 Est. Cost $0.25 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $34 Shares 10,271 Est. Cost $2.63 Unrealized
OI SA-ADR 0.0%
Value ($000) $20 Shares 21,229 Est. Cost $0.94 Unrealized
OI SA-ADR 0.0%
Value ($000) $17 Shares 65,691 Est. Cost $0.26 Unrealized
MJNA MEDICAL MARIJUANA INC 0.0%
Value ($000) $2 Shares 101,000 Est. Cost $0.10 Unrealized -74.1%
FITX CREATIVE EDGE NUTRITION INC. 0.0%
Value ($000) $0 Shares 248,000 Est. Cost $0.00 Unrealized -88.8%
FRESH PROMISE FOODS INC 0.0%
Value ($000) $0 Shares 248,000 Est. Cost Unrealized