RNC CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0000051762 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 22, 2020

Total Value ($000): $1,172,230 (100.0% shares, 0.0% debt)

Holdings (139)

ABBV ABBVIE INC 3.7%
Value ($000) $43,556 Shares 571,677 Est. Cost $45.89 Unrealized +46.4%
BMY BRISTOL-MYERS SQUIBB CO 3.7%
Value ($000) $43,503 Shares 780,466 Est. Cost $39.96 Unrealized +21.6%
CVS CVS HEALTH CORPORATION 3.6%
Value ($000) $42,715 Shares 719,958 Est. Cost $49.44 Unrealized +11.9%
JPM JPMORGAN CHASE& CO 3.5%
Value ($000) $41,294 Shares 458,667 Est. Cost $44.95 Unrealized +130.5%
AVGO BROADCOM INC 3.3%
Value ($000) $38,643 Shares 162,980 Est. Cost $24.16 Unrealized +0.5%
VZ VERIZON COMMUNICATIONS 3.3%
Value ($000) $38,499 Shares 716,518 Est. Cost $31.42 Unrealized +30.5%
UPS UNITED PARCEL SERVICE - CL B 3.3%
Value ($000) $38,413 Shares 411,185 Est. Cost $69.78 Unrealized +17.4%
AMGN AMGEN INC 3.1%
Value ($000) $36,343 Shares 179,265 Est. Cost $121.92 Unrealized +49.5%
CSCO CISCO SYSTEMS INC 3.1%
Value ($000) $35,814 Shares 911,067 Est. Cost $28.08 Unrealized +30.6%
TSM TAIWAN SEMICONDUCTOR - SP ADR 3.0%
Value ($000) $35,334 Shares 739,354 Est. Cost $21.88 Unrealized
BLACKROCK INC 2.9%
Value ($000) $34,294 Shares 77,946 Est. Cost $452.01 Unrealized
HD HOME DEPOT INC 2.8%
Value ($000) $32,309 Shares 173,043 Est. Cost $172.59 Unrealized +10.2%
CVX CHEVRON CORP 2.7%
Value ($000) $31,168 Shares 430,134 Est. Cost $69.40 Unrealized +9.5%
LLY LILLY ELI& COMPANY 2.6%
Value ($000) $30,756 Shares 221,712 Est. Cost $70.94 Unrealized +80.7%
T AT&T INC 2.6%
Value ($000) $30,403 Shares 1,042,991 Est. Cost $13.32 Unrealized +36.4%
OMC OMNICOM GROUP 2.6%
Value ($000) $30,258 Shares 551,152 Est. Cost $54.95 Unrealized +4.0%
C CITIGROUP INC 2.6%
Value ($000) $30,063 Shares 713,735 Est. Cost $51.33 Unrealized +5.6%
JNJ JOHNSON& JOHNSON 2.5%
Value ($000) $29,572 Shares 225,519 Est. Cost $71.64 Unrealized +67.7%
TRV TRAVELERS COS INC 2.4%
Value ($000) $28,105 Shares 282,886 Est. Cost $104.73 Unrealized +4.7%
MO ALTRIA GROUP INC 2.4%
Value ($000) $27,945 Shares 722,640 Est. Cost $22.40 Unrealized +23.0%
LMT LOCKHEED MARTIN CORPORATION 2.2%
Value ($000) $26,049 Shares 76,850 Est. Cost $249.82 Unrealized +34.1%
PM PHILIP MORRIS INTL INC 2.1%
Value ($000) $25,009 Shares 342,772 Est. Cost $54.33 Unrealized +11.8%
MS MORGAN STANLEY 2.1%
Value ($000) $24,706 Shares 726,636 Est. Cost $37.55 Unrealized +4.2%
GILD GILEAD SCIENCES INC 2.0%
Value ($000) $24,030 Shares 321,431 Est. Cost $54.47 Unrealized +0.8%
TSN TYSON FOODS INC - CL A 1.9%
Value ($000) $22,473 Shares 388,342 Est. Cost $59.65 Unrealized +5.1%
GPC GENUINE PARTS CO 1.9%
Value ($000) $22,314 Shares 331,408 Est. Cost $83.36 Unrealized -9.8%
GIS GENERAL MILLS INCORPORATED 1.8%
Value ($000) $21,563 Shares 408,616 Est. Cost $39.68 Unrealized +9.1%
PSX PHILLIPS 66 1.8%
Value ($000) $20,962 Shares 390,717 Est. Cost $54.76 Unrealized +16.5%
MCD MCDONALDS CORP 1.6%
Value ($000) $19,310 Shares 116,785 Est. Cost $169.11 Unrealized +1.6%
TFC TRUIST FINANCIAL CORPORATION 1.5%
Value ($000) $18,115 Shares 587,392 Est. Cost $40.89 Unrealized -12.0%
DD DUPONT DE NEMOURS INC 1.5%
Value ($000) $17,156 Shares 503,100 Est. Cost $18.76 Unrealized -3.3%
AAPL APPLE INC 1.2%
Value ($000) $14,410 Shares 56,666 Est. Cost $26.19 Unrealized +171.3%
CNP CENTERPOINT ENERGY INC 1.2%
Value ($000) $14,264 Shares 923,253 Est. Cost $21.91 Unrealized -10.6%
MSFT MICROSOFT CORP 1.1%
Value ($000) $13,163 Shares 83,464 Est. Cost $49.93 Unrealized +213.1%
GLW CORNING INC 1.1%
Value ($000) $12,781 Shares 622,240 Est. Cost $22.10 Unrealized 0.0%
VWILX VANGUARD INTL GROWTH FD-ADMIR 0.9%
Value ($000) $10,636 Shares 122,482 Est. Cost $91.04 Unrealized
DFIVX DFA INTL VALUE FUND 0.9%
Value ($000) $10,222 Shares 847,555 Est. Cost $17.63 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $5,852 Shares 121,092 Est. Cost $28.84 Unrealized +64.7%
IWP ISHARES RUSSELL M/C GROWTH ETF 0.5%
Value ($000) $5,822 Shares 47,883 Est. Cost $141.62 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $5,115 Shares 59,748 Est. Cost $62.71 Unrealized +71.6%
ALLERGAN PLC 0.4%
Value ($000) $5,114 Shares 28,877 Est. Cost $163.11 Unrealized
GOOG ALPHABET CLASS C 0.4%
Value ($000) $4,902 Shares 4,216 Est. Cost $36.48 Unrealized +84.6%
INTC INTEL CORPORATION 0.4%
Value ($000) $4,704 Shares 86,920 Est. Cost $31.10 Unrealized +68.2%
DFLVX DFA US LARGE CAP VALUE FUND 0.4%
Value ($000) $4,444 Shares 169,054 Est. Cost $30.24 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $4,269 Shares 17,117 Est. Cost $217.20 Unrealized +15.0%
GOOGL ALPHABET CLASS A 0.4%
Value ($000) $4,132 Shares 3,556 Est. Cost $38.23 Unrealized +75.9%
DFCEX DFA EMERGING MKTS CORE EQUITY 0.3%
Value ($000) $4,026 Shares 258,582 Est. Cost $22.87 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $3,603 Shares 23,917 Est. Cost $81.61 Unrealized
WDC WESTERN DIGITAL CORP 0.3%
Value ($000) $3,571 Shares 85,804 Est. Cost $38.33 Unrealized +13.6%
AMZN AMAZON.COM INC 0.3%
Value ($000) $3,467 Shares 1,778 Est. Cost $80.73 Unrealized +19.9%
DIS DISNEY WALT CO 0.3%
Value ($000) $3,374 Shares 34,925 Est. Cost $77.66 Unrealized +59.1%
CMCSA COMCAST CORP - CL A 0.3%
Value ($000) $3,374 Shares 98,127 Est. Cost $31.98 Unrealized +12.7%
META FACEBOOK INC-A 0.3%
Value ($000) $3,345 Shares 20,056 Est. Cost $154.64 Unrealized +25.7%
DFSVX DFA SMALL CAP VALUE FUND 0.3%
Value ($000) $3,228 Shares 154,169 Est. Cost $33.72 Unrealized
LOW LOWES COMPANIES INC 0.3%
Value ($000) $3,206 Shares 37,260 Est. Cost $61.88 Unrealized +58.8%
WFC WELLS FARGO& COMPANY 0.3%
Value ($000) $3,071 Shares 106,993 Est. Cost $32.28 Unrealized +13.5%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $3,002 Shares 11,646 Est. Cost $280.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2,817 Shares 18,221 Est. Cost $195.48 Unrealized -5.7%
QCOM QUALCOMM INC 0.2%
Value ($000) $2,701 Shares 39,930 Est. Cost $43.18 Unrealized +66.6%
DFFVX DFA US TARGETED VALUE PORT 0.2%
Value ($000) $2,670 Shares 190,460 Est. Cost $20.13 Unrealized
SRE SEMPRA ENERGY 0.2%
Value ($000) $2,654 Shares 23,492 Est. Cost $42.86 Unrealized +36.3%
RAYTHEON COMPANY 0.2%
Value ($000) $2,587 Shares 19,724 Est. Cost $172.83 Unrealized
PEP PEPSICO INCORPORATED 0.2%
Value ($000) $2,479 Shares 20,639 Est. Cost $76.69 Unrealized +47.0%
ETN EATON CORP PLC 0.2%
Value ($000) $2,416 Shares 31,094 Est. Cost $55.15 Unrealized +49.8%
MET METLIFE INC 0.2%
Value ($000) $2,186 Shares 71,520 Est. Cost $33.29 Unrealized +9.5%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $2,122 Shares 50,453 Est. Cost $44.44 Unrealized +14.2%
ALEXION PHARMACEUTICALS INC 0.2%
Value ($000) $2,005 Shares 22,332 Est. Cost $99.20 Unrealized
BA BOEING COMPANY 0.2%
Value ($000) $1,985 Shares 13,309 Est. Cost $224.66 Unrealized +21.4%
HEFA ISHARES CURR HED MSCI EAFE ETF 0.2%
Value ($000) $1,884 Shares 77,807 Est. Cost $25.12 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,867 Shares 57,203 Est. Cost $18.79 Unrealized +37.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,830 Shares 15,774 Est. Cost $114.89 Unrealized -1.3%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $1,789 Shares 26,390 Est. Cost $33.22 Unrealized +26.4%
ADBE ADOBE INC. 0.1%
Value ($000) $1,730 Shares 5,436 Est. Cost $75.25 Unrealized +354.5%
DISCOVERY INC - C 0.1%
Value ($000) $1,630 Shares 92,937 Est. Cost $25.95 Unrealized
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $1,501 Shares 13,641 Est. Cost $68.40 Unrealized +51.8%
UNITED TECHNOLOGIES CORP 0.1%
Value ($000) $1,474 Shares 15,625 Est. Cost $128.89 Unrealized
ULTA ULTA SALON COSMETICS& FRAGR 0.1%
Value ($000) $1,457 Shares 8,292 Est. Cost $244.72 Unrealized +1.9%
APTIV PLC 0.1%
Value ($000) $1,387 Shares 28,167 Est. Cost $82.47 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,342 Shares 10,033 Est. Cost $134.33 Unrealized +1.7%
KELLOGG COMPANY 0.1%
Value ($000) $1,336 Shares 22,263 Est. Cost $45.43 Unrealized +9.2%
LNC LINCOLN NATIONAL CORP 0.1%
Value ($000) $1,325 Shares 50,357 Est. Cost $24.10 Unrealized +47.2%
DOW DOW INC 0.1%
Value ($000) $1,306 Shares 44,649 Est. Cost $36.37 Unrealized -15.9%
V VISA INC - CL A 0.1%
Value ($000) $1,283 Shares 7,965 Est. Cost $115.80 Unrealized +56.0%
MRK MERCK& COMPANY INC 0.1%
Value ($000) $1,245 Shares 16,181 Est. Cost $40.90 Unrealized +59.1%
TGT TARGET CORP 0.1%
Value ($000) $1,199 Shares 12,895 Est. Cost $81.64 Unrealized +16.3%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,109 Shares 52,220 Est. Cost $19.50 Unrealized +32.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,068 Shares 16,250 Est. Cost $42.27 Unrealized +68.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,037 Shares 13,138 Est. Cost $35.01 Unrealized +115.2%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $926 Shares 9,677 Est. Cost $54.34 Unrealized +99.4%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $914 Shares 19,942 Est. Cost $13.75 Unrealized +295.4%
CCL CARNIVAL CORPORATION 0.1%
Value ($000) $847 Shares 64,345 Est. Cost $54.39 Unrealized -35.1%
EXC EXELON CORPORATION 0.1%
Value ($000) $847 Shares 23,022 Est. Cost $25.47 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $824 Shares 4,327 Est. Cost $178.46 Unrealized
TOTAL SA - SPON ADR 0.1%
Value ($000) $821 Shares 22,050 Est. Cost $51.30 Unrealized
ROYAL DUTCH SHELL PLC A - ADR 0.1%
Value ($000) $738 Shares 21,143 Est. Cost $60.24 Unrealized
APD AIR PRODUCTS& CHEMICALS INC 0.1%
Value ($000) $681 Shares 3,413 Est. Cost $176.69 Unrealized +11.5%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $578 Shares 16,200 Est. Cost $44.51 Unrealized
XLP SPDR S&P CONS STAPLES SEL ETF 0.0%
Value ($000) $570 Shares 10,473 Est. Cost $51.90 Unrealized
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $548 Shares 3,888 Est. Cost $142.99 Unrealized +1.4%
XILINX INC 0.0%
Value ($000) $546 Shares 7,003 Est. Cost $43.50 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $507 Shares 6,108 Est. Cost $96.57 Unrealized +9.8%
MRSH MARSH& MCLENNAN COS INC 0.0%
Value ($000) $469 Shares 5,430 Est. Cost $97.35 Unrealized 0.0%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $465 Shares 3,638 Est. Cost $89.12 Unrealized +25.8%
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $453 Shares 8,200 Est. Cost $62.17 Unrealized +0.7%
AEP AMERICAN ELECT POWER INC 0.0%
Value ($000) $444 Shares 5,553 Est. Cost $76.54 Unrealized 0.0%
SCZ ISHARES MSCI EAFE SMALL-CAP ET 0.0%
Value ($000) $408 Shares 9,100 Est. Cost $51.83 Unrealized
WMT WAL-MART INC. 0.0%
Value ($000) $399 Shares 3,515 Est. Cost $24.11 Unrealized +46.7%
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.0%
Value ($000) $385 Shares 2,104 Est. Cost $177.46 Unrealized +19.8%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $359 Shares 1,257 Est. Cost $236.62 Unrealized +17.4%
VFIAX VANGUARD 500 INDEX FUND-ADM 0.0%
Value ($000) $357 Shares 1,497 Est. Cost $195.00 Unrealized
IWN ISHARES RUSSELL 2000 VALUE FD 0.0%
Value ($000) $351 Shares 4,278 Est. Cost $107.59 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $348 Shares 6,500 Est. Cost $58.75 Unrealized
SWPPX SCHWAB S&P 500 INDEX FUND 0.0%
Value ($000) $330 Shares 8,317 Est. Cost $46.14 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $299 Shares 8,741 Est. Cost $30.00 Unrealized +32.3%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $292 Shares 2,630 Est. Cost $101.37 Unrealized -3.0%
NKE NIKE INC - CL B 0.0%
Value ($000) $288 Shares 3,477 Est. Cost $61.68 Unrealized +39.3%
RMD RESMED INC 0.0%
Value ($000) $280 Shares 1,900 Est. Cost $101.81 Unrealized +48.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $268 Shares 2,919 Est. Cost $50.66 Unrealized +86.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $263 Shares 1,679 Est. Cost $182.25 Unrealized
MMM 3M COMPANY 0.0%
Value ($000) $262 Shares 1,919 Est. Cost $113.24 Unrealized -6.4%
VDADX VANGUARD DVD APPREC INDX 0.0%
Value ($000) $260 Shares 9,282 Est. Cost $28.01 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $260 Shares 4,811 Est. Cost $33.59 Unrealized +50.2%
CHTR CHARTER COMMUNICATIONS INC-A 0.0%
Value ($000) $258 Shares 591 Est. Cost $329.38 Unrealized +48.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $256 Shares 1,290 Est. Cost $151.89 Unrealized +9.7%
NEAR ISHARES SHORT MATURITY BOND 0.0%
Value ($000) $242 Shares 4,987 Est. Cost $48.53 Unrealized
IEMG ISHARES CORE MSCI EM MKTS ETF 0.0%
Value ($000) $241 Shares 5,950 Est. Cost $47.17 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $236 Shares 4,959 Est. Cost $43.83 Unrealized +31.8%
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $233 Shares 1,200 Est. Cost $175.97 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $214 Shares 5,635 Est. Cost $55.09 Unrealized -23.6%
VGIT VANGUARD INTERM GOVT BD 0.0%
Value ($000) $210 Shares 2,970 Est. Cost $70.71 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $205 Shares 6,090 Est. Cost $22.01 Unrealized +60.7%
MA MASTERCARD INC -CLASS A 0.0%
Value ($000) $200 Shares 830 Est. Cost $245.48 Unrealized +17.2%
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $87 Shares 10,898 Est. Cost $24.45 Unrealized
AGENT INFORMATION SOFTWARE I 0.0%
Value ($000) $46 Shares 28,000 Est. Cost $0.25 Unrealized
FOSUN INTL LTD 0.0%
Value ($000) $20 Shares 15,000 Est. Cost $1.33 Unrealized
MJNA MEDICAL MARIJUANA INC 0.0%
Value ($000) $2 Shares 101,000 Est. Cost $0.10 Unrealized -80.8%
OI SA-ADR 0.0%
Value ($000) $1 Shares 10,006 Est. Cost $0.26 Unrealized
FRESH PROMISE FOODS INC 0.0%
Value ($000) $0 Shares 248,000 Est. Cost Unrealized
FITX CREATIVE EDGE NUTRITION INC. 0.0%
Value ($000) $0 Shares 123,000 Est. Cost $0.00 Unrealized -89.7%