RNC CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0000051762 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 23, 2020

Total Value ($000): $1,386,539 (100.0% shares, 0.0% debt)

Holdings (128)

ABBV ABBVIE INC 4.1%
Value ($000) $56,949 Shares 580,047 Est. Cost $46.24 Unrealized +52.5%
AVGO BROADCOM INC 3.7%
Value ($000) $50,801 Shares 160,961 Est. Cost $24.16 Unrealized +1.5%
UPS UNITED PARCEL SERVICE - CL B 3.5%
Value ($000) $48,895 Shares 439,785 Est. Cost $70.42 Unrealized +13.2%
CVS CVS HEALTH CORPORATION 3.5%
Value ($000) $48,197 Shares 741,836 Est. Cost $49.53 Unrealized +6.2%
MS MORGAN STANLEY 3.4%
Value ($000) $47,682 Shares 987,208 Est. Cost $36.93 Unrealized -4.7%
JPM JPMORGAN CHASE& CO 3.2%
Value ($000) $44,734 Shares 475,585 Est. Cost $46.26 Unrealized +76.7%
BMY BRISTOL-MYERS SQUIBB CO 3.2%
Value ($000) $44,393 Shares 754,983 Est. Cost $39.96 Unrealized +19.9%
CSCO CISCO SYSTEMS INC 3.2%
Value ($000) $44,264 Shares 949,056 Est. Cost $28.44 Unrealized +30.1%
BLACKROCK INC 3.0%
Value ($000) $41,840 Shares 76,899 Est. Cost $452.01 Unrealized
CVX CHEVRON CORP 2.9%
Value ($000) $40,294 Shares 451,578 Est. Cost $69.42 Unrealized +0.6%
TRV TRAVELERS COS INC 2.9%
Value ($000) $39,621 Shares 347,403 Est. Cost $102.66 Unrealized -8.9%
BAC BANK OF AMERICA CORP 2.6%
Value ($000) $36,728 Shares 1,546,424 Est. Cost $20.53 Unrealized +0.2%
AMGN AMGEN INC 2.5%
Value ($000) $35,036 Shares 148,546 Est. Cost $121.92 Unrealized +57.2%
VZ VERIZON COMMUNICATIONS 2.5%
Value ($000) $34,444 Shares 624,783 Est. Cost $31.42 Unrealized +29.7%
TSN TYSON FOODS INC - CL A 2.5%
Value ($000) $34,246 Shares 573,533 Est. Cost $56.92 Unrealized -10.1%
T AT&T INC 2.5%
Value ($000) $34,241 Shares 1,132,688 Est. Cost $13.49 Unrealized +14.8%
C CITIGROUP INC 2.2%
Value ($000) $30,799 Shares 602,711 Est. Cost $51.33 Unrealized -24.6%
PSX PHILLIPS 66 2.2%
Value ($000) $30,397 Shares 422,772 Est. Cost $54.87 Unrealized +2.5%
DD DUPONT DE NEMOURS INC 2.2%
Value ($000) $30,352 Shares 571,283 Est. Cost $18.60 Unrealized -6.2%
GLW CORNING INC 2.2%
Value ($000) $30,083 Shares 1,161,487 Est. Cost $20.85 Unrealized -6.9%
JNJ JOHNSON& JOHNSON 2.2%
Value ($000) $30,016 Shares 213,441 Est. Cost $71.64 Unrealized +73.4%
GPC GENUINE PARTS CO 2.1%
Value ($000) $29,213 Shares 335,931 Est. Cost $83.14 Unrealized -19.0%
MO ALTRIA GROUP INC 2.1%
Value ($000) $28,748 Shares 732,433 Est. Cost $22.43 Unrealized +11.2%
OMC OMNICOM GROUP 2.0%
Value ($000) $28,115 Shares 514,919 Est. Cost $54.95 Unrealized -19.4%
LMT LOCKHEED MARTIN CORPORATION 2.0%
Value ($000) $27,811 Shares 76,210 Est. Cost $249.82 Unrealized +29.6%
HD HOME DEPOT INC 1.9%
Value ($000) $26,888 Shares 107,333 Est. Cost $172.59 Unrealized +15.7%
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $25,363 Shares 329,643 Est. Cost $54.64 Unrealized +12.5%
GIS GENERAL MILLS INCORPORATED 1.8%
Value ($000) $25,054 Shares 406,388 Est. Cost $39.68 Unrealized +25.7%
CMCSA COMCAST CORP - CL A 1.8%
Value ($000) $24,957 Shares 640,259 Est. Cost $32.64 Unrealized +0.4%
MCD MCDONALDS CORP 1.8%
Value ($000) $24,498 Shares 132,802 Est. Cost $168.13 Unrealized -4.2%
PM PHILIP MORRIS INTL INC 1.7%
Value ($000) $23,487 Shares 335,234 Est. Cost $54.33 Unrealized +0.8%
TFC TRUIST FINANCIAL CORPORATION 1.6%
Value ($000) $22,826 Shares 607,871 Est. Cost $40.45 Unrealized -31.4%
AAPL APPLE INC 1.5%
Value ($000) $21,312 Shares 58,420 Est. Cost $27.66 Unrealized +171.5%
SRE SEMPRA ENERGY 1.5%
Value ($000) $20,473 Shares 174,636 Est. Cost $49.97 Unrealized +2.2%
MSFT MICROSOFT CORP 1.2%
Value ($000) $16,350 Shares 80,337 Est. Cost $49.93 Unrealized +246.6%
VWILX VANGUARD INTL GROWTH FD-ADMIR 1.0%
Value ($000) $14,099 Shares 122,061 Est. Cost $91.04 Unrealized
DFIVX DFA INTL VALUE FUND 0.9%
Value ($000) $11,925 Shares 867,288 Est. Cost $17.55 Unrealized
IWP ISHARES RUSSELL M/C GROWTH ETF 0.5%
Value ($000) $7,328 Shares 46,343 Est. Cost $141.62 Unrealized
TSM TAIWAN SEMICONDUCTOR - SP ADR 0.5%
Value ($000) $6,543 Shares 115,256 Est. Cost $21.88 Unrealized
TGT TARGET CORP 0.4%
Value ($000) $5,383 Shares 44,882 Est. Cost $93.43 Unrealized +5.1%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $5,376 Shares 18,227 Est. Cost $219.87 Unrealized +18.8%
DIS DISNEY WALT CO 0.4%
Value ($000) $5,345 Shares 47,931 Est. Cost $85.85 Unrealized +25.6%
INTC INTEL CORPORATION 0.4%
Value ($000) $5,303 Shares 88,639 Est. Cost $31.53 Unrealized +68.7%
AMZN AMAZON.COM INC 0.4%
Value ($000) $5,118 Shares 1,855 Est. Cost $82.40 Unrealized +46.6%
DFLVX DFA US LARGE CAP VALUE FUND 0.4%
Value ($000) $5,030 Shares 165,395 Est. Cost $30.24 Unrealized
LOW LOWES COMPANIES INC 0.4%
Value ($000) $4,965 Shares 36,745 Est. Cost $61.88 Unrealized +66.9%
ORCL ORACLE CORP 0.3%
Value ($000) $4,841 Shares 87,597 Est. Cost $28.84 Unrealized +69.9%
LLY LILLY ELI& COMPANY 0.3%
Value ($000) $4,834 Shares 29,440 Est. Cost $70.94 Unrealized +102.8%
ETN EATON CORP PLC 0.3%
Value ($000) $4,750 Shares 54,294 Est. Cost $63.53 Unrealized +17.7%
DFCEX DFA EMERGING MKTS CORE EQUITY 0.3%
Value ($000) $4,650 Shares 249,071 Est. Cost $22.87 Unrealized
META FACEBOOK INC-A 0.3%
Value ($000) $4,558 Shares 20,071 Est. Cost $154.64 Unrealized +34.1%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.3%
Value ($000) $4,553 Shares 23,717 Est. Cost $81.61 Unrealized
V VISA INC - CL A 0.3%
Value ($000) $4,490 Shares 23,242 Est. Cost $155.06 Unrealized +13.2%
WDC WESTERN DIGITAL CORP 0.3%
Value ($000) $4,293 Shares 97,248 Est. Cost $37.62 Unrealized -14.2%
GOOG ALPHABET CLASS C 0.3%
Value ($000) $4,254 Shares 3,009 Est. Cost $36.48 Unrealized +83.6%
PEP PEPSICO INCORPORATED 0.3%
Value ($000) $4,183 Shares 31,626 Est. Cost $88.53 Unrealized +25.1%
GOOGL ALPHABET CLASS A 0.3%
Value ($000) $3,990 Shares 2,814 Est. Cost $38.23 Unrealized +75.0%
DFFVX DFA US TARGETED VALUE PORT 0.3%
Value ($000) $3,926 Shares 227,437 Est. Cost $19.66 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $3,704 Shares 12,010 Est. Cost $281.43 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $3,667 Shares 59,514 Est. Cost $54.61 Unrealized 0.0%
WFC WELLS FARGO& COMPANY 0.3%
Value ($000) $3,642 Shares 142,246 Est. Cost $30.23 Unrealized -20.7%
DFSVX DFA SMALL CAP VALUE FUND 0.3%
Value ($000) $3,629 Shares 142,107 Est. Cost $33.72 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $3,318 Shares 36,375 Est. Cost $43.18 Unrealized +64.3%
NKE NIKE INC - CL B 0.2%
Value ($000) $3,299 Shares 33,650 Est. Cost $83.00 Unrealized +3.0%
KELLOGG COMPANY 0.2%
Value ($000) $2,763 Shares 41,828 Est. Cost $47.32 Unrealized +4.5%
MET METLIFE INC 0.2%
Value ($000) $2,588 Shares 70,858 Est. Cost $33.29 Unrealized -13.0%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $2,522 Shares 48,943 Est. Cost $44.44 Unrealized +3.5%
HON HONEYWELL INTERNATIONAL INC 0.2%
Value ($000) $2,431 Shares 16,814 Est. Cost $127.69 Unrealized -7.7%
ALEXION PHARMACEUTICALS INC 0.2%
Value ($000) $2,402 Shares 21,403 Est. Cost $99.20 Unrealized
ADBE ADOBE INC. 0.2%
Value ($000) $2,242 Shares 5,151 Est. Cost $75.25 Unrealized +392.4%
APTIV PLC 0.2%
Value ($000) $2,161 Shares 27,732 Est. Cost $82.47 Unrealized
DOW DOW INC 0.1%
Value ($000) $2,075 Shares 50,913 Est. Cost $35.19 Unrealized -23.7%
PFE PFIZER INC 0.1%
Value ($000) $2,008 Shares 61,407 Est. Cost $19.28 Unrealized +34.8%
LNC LINCOLN NATIONAL CORP 0.1%
Value ($000) $1,858 Shares 50,492 Est. Cost $24.10 Unrealized +10.5%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $1,746 Shares 16,577 Est. Cost $33.22 Unrealized +21.5%
ULTA ULTA SALON COSMETICS& FRAGR 0.1%
Value ($000) $1,641 Shares 8,065 Est. Cost $244.72 Unrealized -12.1%
PG PROCTER AND GAMBLE COMPANY 0.1%
Value ($000) $1,520 Shares 12,716 Est. Cost $68.40 Unrealized +48.4%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,500 Shares 24,650 Est. Cost $60.30 Unrealized
MRK MERCK& COMPANY INC 0.1%
Value ($000) $1,229 Shares 15,893 Est. Cost $40.90 Unrealized +53.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,174 Shares 15,950 Est. Cost $42.27 Unrealized +56.9%
DAL DELTA AIRLINES INC 0.1%
Value ($000) $1,162 Shares 41,433 Est. Cost $24.75 Unrealized 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,161 Shares 12,198 Est. Cost $62.71 Unrealized +36.5%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $1,159 Shares 19,180 Est. Cost $13.75 Unrealized +272.7%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,104 Shares 12,077 Est. Cost $35.01 Unrealized +134.1%
BA BOEING COMPANY 0.1%
Value ($000) $1,069 Shares 5,831 Est. Cost $224.66 Unrealized -31.6%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,034 Shares 4,177 Est. Cost $178.46 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.1%
Value ($000) $1,017 Shares 25,450 Est. Cost $42.85 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.1%
Value ($000) $987 Shares 8,658 Est. Cost $94.89 Unrealized -4.2%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $982 Shares 9,333 Est. Cost $54.34 Unrealized +58.2%
APD AIR PRODUCTS& CHEMICALS INC 0.1%
Value ($000) $964 Shares 3,993 Est. Cost $179.88 Unrealized +10.4%
EXC EXELON CORPORATION 0.1%
Value ($000) $931 Shares 25,658 Est. Cost $25.08 Unrealized -13.4%
DISCOVERY INC -A 0.1%
Value ($000) $897 Shares 42,522 Est. Cost $21.09 Unrealized
MRSH MARSH& MCLENNAN COS INC 0.1%
Value ($000) $837 Shares 7,794 Est. Cost $96.03 Unrealized -3.2%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $807 Shares 118,158 Est. Cost $8.45 Unrealized
XILINX INC 0.0%
Value ($000) $625 Shares 6,353 Est. Cost $43.50 Unrealized
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $520 Shares 3,680 Est. Cost $89.39 Unrealized +26.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $518 Shares 4,093 Est. Cost $114.89 Unrealized -7.6%
XLP SPDR S&P CONS STAPLES SEL ETF 0.0%
Value ($000) $493 Shares 8,415 Est. Cost $51.90 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ET 0.0%
Value ($000) $488 Shares 9,100 Est. Cost $51.83 Unrealized
IWN ISHARES RUSSELL 2000 VALUE FD 0.0%
Value ($000) $427 Shares 4,378 Est. Cost $107.36 Unrealized
WMT WAL-MART INC. 0.0%
Value ($000) $421 Shares 3,515 Est. Cost $24.11 Unrealized +57.9%
VFIAX VANGUARD 500 INDEX FUND-ADM 0.0%
Value ($000) $413 Shares 1,444 Est. Cost $195.00 Unrealized
SWPPX SCHWAB S&P 500 INDEX FUND 0.0%
Value ($000) $398 Shares 8,317 Est. Cost $46.14 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $387 Shares 1,277 Est. Cost $237.28 Unrealized +17.7%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $370 Shares 1,829 Est. Cost $183.90 Unrealized
RMD RESMED INC 0.0%
Value ($000) $365 Shares 1,900 Est. Cost $101.81 Unrealized +53.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $341 Shares 1,726 Est. Cost $195.48 Unrealized -16.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $318 Shares 2,632 Est. Cost $101.37 Unrealized -9.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $310 Shares 3,194 Est. Cost $53.67 Unrealized +59.5%
AFL AFLAC INC 0.0%
Value ($000) $308 Shares 8,541 Est. Cost $30.00 Unrealized +5.3%
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $308 Shares 4,959 Est. Cost $43.83 Unrealized +14.7%
CHTR CHARTER COMMUNICATIONS INC-A 0.0%
Value ($000) $301 Shares 591 Est. Cost $329.38 Unrealized +54.0%
MMM 3M COMPANY 0.0%
Value ($000) $300 Shares 1,922 Est. Cost $113.24 Unrealized -9.6%
IEMG ISHARES CORE MSCI EM MKTS ETF 0.0%
Value ($000) $283 Shares 5,950 Est. Cost $47.17 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $280 Shares 988 Est. Cost $283.40 Unrealized
BABA ALIBABA GROUP HOLDING-SP ADR 0.0%
Value ($000) $264 Shares 1,225 Est. Cost $176.77 Unrealized
BRK/B BERKSHIRE HATHAWAY INC - CL B 0.0%
Value ($000) $264 Shares 1,480 Est. Cost $177.46 Unrealized +2.9%
MA MASTERCARD INC -CLASS A 0.0%
Value ($000) $257 Shares 870 Est. Cost $246.76 Unrealized +10.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $253 Shares 5,647 Est. Cost $55.09 Unrealized -36.8%
BIGIX WM BLAIR INTL GROWTH FUND-I 0.0%
Value ($000) $249 Shares 8,170 Est. Cost $30.48 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $249 Shares 4,811 Est. Cost $33.59 Unrealized +33.2%
PSA PUBLIC STORAGE 0.0%
Value ($000) $248 Shares 1,290 Est. Cost $151.89 Unrealized -0.2%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $234 Shares 6,045 Est. Cost $22.01 Unrealized +41.2%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $213 Shares 5,333 Est. Cost $39.94 Unrealized
AGENT INFORMATION SOFTWARE I 0.0%
Value ($000) $59 Shares 28,000 Est. Cost $0.25 Unrealized
MJNA MEDICAL MARIJUANA INC 0.0%
Value ($000) $1 Shares 31,000 Est. Cost $0.10 Unrealized -82.6%
FITX CREATIVE EDGE NUTRITION INC. 0.0%
Value ($000) $0 Shares 123,000 Est. Cost $0.00 Unrealized -87.2%
FRESH PROMISE FOODS INC 0.0%
Value ($000) $0 Shares 248,000 Est. Cost Unrealized