ROWLANDMILLER & PARTNERS.ADV Diversified Active

CIK: 0000225816 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 11, 2016

Total Value ($000): $211,475,000 (100.0% shares, 0.0% debt)

Holdings (123)

KO COCA COLA COMPANY 5.3%
Value ($000) $11,184,000 Shares 241,090 Est. Cost $30.05 Unrealized +6.0%
INTC INTEL CORP 4.9%
Value ($000) $10,434,000 Shares 322,523 Est. Cost $26.57 Unrealized -8.2%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $8,160,000 Shares 75,412 Est. Cost $77.30 Unrealized +1.9%
ADP AUTO DATA PROCESSING 3.8%
Value ($000) $8,099,000 Shares 90,278 Est. Cost $63.52 Unrealized +6.6%
HD HOME DEPOT INC 3.6%
Value ($000) $7,666,000 Shares 57,453 Est. Cost $74.81 Unrealized +31.5%
MCD MC DONALDS CORP 3.3%
Value ($000) $6,999,000 Shares 55,691 Est. Cost $70.61 Unrealized +33.1%
GENERAL ELECTRIC CO 3.3%
Value ($000) $6,978,000 Shares 219,493 Est. Cost $25269.40 Unrealized
PGR PROGRESSIVE CO OHIO 3.0%
Value ($000) $6,313,000 Shares 179,639 Est. Cost $18.95 Unrealized +26.9%
XOM EXXON MOBIL CORP 2.9%
Value ($000) $6,035,000 Shares 72,198 Est. Cost $57.28 Unrealized -9.3%
GPC GENUINE PARTS CO 2.8%
Value ($000) $5,924,000 Shares 59,617 Est. Cost $71.11 Unrealized -6.3%
SYY SYSCO CORPORATION 2.8%
Value ($000) $5,914,000 Shares 126,549 Est. Cost $28.86 Unrealized +15.7%
T A T & T INC 2.6%
Value ($000) $5,579,000 Shares 142,423 Est. Cost $11.81 Unrealized +17.2%
CHUBB LTD F 2.5%
Value ($000) $5,344,000 Shares 44,851 Est. Cost $119150.08 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $4,646,000 Shares 84,123 Est. Cost $39.88 Unrealized +15.5%
WMT WAL-MART STORES INC 2.1%
Value ($000) $4,392,000 Shares 64,132 Est. Cost $21.38 Unrealized -14.4%
KMB KIMBERLY-CLARK CORP 1.6%
Value ($000) $3,323,000 Shares 24,708 Est. Cost $76.09 Unrealized +21.9%
COP CONOCOPHILLIPS 1.6%
Value ($000) $3,286,000 Shares 81,612 Est. Cost $47.90 Unrealized -41.3%
LLY ELI LILLY & COMPANY 1.5%
Value ($000) $3,274,000 Shares 45,462 Est. Cost $55.42 Unrealized +15.4%
BB&T CORPORATION 1.5%
Value ($000) $3,213,000 Shares 96,566 Est. Cost $37857.74 Unrealized
DUK DUKE ENERGY CORP 1.5%
Value ($000) $3,150,000 Shares 39,046 Est. Cost $50.64 Unrealized -0.3%
UPS UNITED PARCEL SRVC 1.5%
Value ($000) $3,096,000 Shares 29,351 Est. Cost $70.93 Unrealized -4.6%
XRAY DENTSPLY SIRONA INC 1.4%
Value ($000) $3,058,000 Shares 49,623 Est. Cost $58.93 Unrealized 0.0%
BEMIS CO INC 1.4%
Value ($000) $2,945,000 Shares 56,869 Est. Cost $45216.47 Unrealized
AMGN AMGEN INCORPORATED 1.4%
Value ($000) $2,922,000 Shares 19,486 Est. Cost $113.30 Unrealized -2.2%
TFX TELEFLEX INCORPORATE 1.4%
Value ($000) $2,907,000 Shares 18,515 Est. Cost $105.28 Unrealized +24.8%
WY WEYERHAEUSER CO 1.4%
Value ($000) $2,907,000 Shares 93,841 Est. Cost $18.15 Unrealized 0.0%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $2,872,000 Shares 30,110 Est. Cost $67.85 Unrealized -15.4%
MRK MERCK & CO INC 1.3%
Value ($000) $2,800,000 Shares 52,916 Est. Cost $39.24 Unrealized -8.2%
QCOM QUALCOMM INC 1.3%
Value ($000) $2,690,000 Shares 52,600 Est. Cost $48.10 Unrealized -23.3%
WERN WERNER ENTERPRISES 1.2%
Value ($000) $2,627,000 Shares 96,719 Est. Cost $28.35 Unrealized -10.5%
CFR CULLEN FROST BANKERS 1.2%
Value ($000) $2,581,000 Shares 46,842 Est. Cost $48.09 Unrealized -19.3%
SUNTRUST BANKS INC 1.2%
Value ($000) $2,561,000 Shares 70,987 Est. Cost $41901.14 Unrealized
SON SONOCO PRODUCTS CO 1.1%
Value ($000) $2,284,000 Shares 47,015 Est. Cost $28.62 Unrealized +6.7%
TECH BIO-TECHNE CORP 1.1%
Value ($000) $2,239,000 Shares 23,690 Est. Cost $21.39 Unrealized -3.3%
AAPL APPLE INC 1.0%
Value ($000) $2,186,000 Shares 20,053 Est. Cost $25.23 Unrealized -10.6%
WHOLE FOODS MARKET 1.0%
Value ($000) $2,150,000 Shares 69,104 Est. Cost $39241.48 Unrealized
CSX CSX CORP 0.9%
Value ($000) $1,992,000 Shares 77,352 Est. Cost $9.13 Unrealized -23.2%
WEC W E C ENERGY GROUP I 0.9%
Value ($000) $1,989,000 Shares 33,107 Est. Cost $33.96 Unrealized +19.9%
BED BATH & BEYOND 0.9%
Value ($000) $1,934,000 Shares 38,963 Est. Cost $71417.34 Unrealized
PFE PFIZER INCORPORATED 0.9%
Value ($000) $1,866,000 Shares 62,952 Est. Cost $18.00 Unrealized +3.8%
PAYX PAYCHEX INC 0.9%
Value ($000) $1,849,000 Shares 34,243 Est. Cost $33.54 Unrealized +11.8%
A G L RESOURCES INC 0.9%
Value ($000) $1,841,000 Shares 28,266 Est. Cost $56121.89 Unrealized
DVN DEVON ENERGY CORP 0.8%
Value ($000) $1,644,000 Shares 59,912 Est. Cost $41.14 Unrealized -58.8%
LEG LEGGETT & PLATT INC 0.7%
Value ($000) $1,511,000 Shares 31,214 Est. Cost $39.39 Unrealized +10.0%
AFL AFLAC INC 0.7%
Value ($000) $1,473,000 Shares 23,335 Est. Cost $22.84 Unrealized +3.3%
CPRT COPART INC 0.7%
Value ($000) $1,385,000 Shares 33,978 Est. Cost $4.37 Unrealized +5.7%
VALSPAR CORPORATION 0.6%
Value ($000) $1,242,000 Shares 11,605 Est. Cost $86466.77 Unrealized
TORCHMARK CORP 0.5%
Value ($000) $1,148,000 Shares 21,203 Est. Cost $54153.59 Unrealized
CMI CUMMINS INC 0.5%
Value ($000) $1,139,000 Shares 10,360 Est. Cost $101.74 Unrealized -27.1%
NORDSTROM INC 0.5%
Value ($000) $1,081,000 Shares 18,887 Est. Cost $76136.11 Unrealized
MMM 3M COMPANY 0.5%
Value ($000) $1,057,000 Shares 6,341 Est. Cost $92.37 Unrealized +0.4%
WALGREENS BOOTS ALLI 0.5%
Value ($000) $1,002,000 Shares 11,898 Est. Cost $76191.20 Unrealized
ANF ABERCROMBIE & FITCH 0.5%
Value ($000) $979,000 Shares 31,028 Est. Cost $20.91 Unrealized +10.6%
PG PROCTER & GAMBLE 0.4%
Value ($000) $890,000 Shares 10,814 Est. Cost $63.90 Unrealized -3.5%
SJM J M SMUCKER CO 0.4%
Value ($000) $864,000 Shares 6,651 Est. Cost $72.97 Unrealized +28.1%
ED CONSOLIDATED EDISON 0.4%
Value ($000) $817,000 Shares 10,668 Est. Cost $41.83 Unrealized +19.0%
CTAS CINTAS CORP 0.4%
Value ($000) $805,000 Shares 8,960 Est. Cost $16.00 Unrealized +21.2%
HRL HORMEL FOODS CORP 0.4%
Value ($000) $800,000 Shares 18,505 Est. Cost $25.48 Unrealized +28.6%
ZBRA ZEBRA TECHNOLOGIES 0.3%
Value ($000) $669,000 Shares 9,693 Est. Cost $75.35 Unrealized -17.1%
SO SOUTHERN COMPANY 0.3%
Value ($000) $636,000 Shares 12,286 Est. Cost $31.17 Unrealized +3.4%
COST COSTCO WHOLESALE CO 0.3%
Value ($000) $615,000 Shares 3,904 Est. Cost $109.55 Unrealized +16.6%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $571,000 Shares 10,494 Est. Cost $45.31 Unrealized -17.5%
D DOMINION RES INC VA 0.3%
Value ($000) $569,000 Shares 7,573 Est. Cost $45.08 Unrealized +2.3%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $555,000 Shares 9,376 Est. Cost $44.68 Unrealized +0.4%
IBM IBM CORP 0.3%
Value ($000) $541,000 Shares 3,570 Est. Cost $101.44 Unrealized -17.1%
CLX CLOROX COMPANY 0.2%
Value ($000) $490,000 Shares 3,886 Est. Cost $73.11 Unrealized +31.5%
MAS MASCO CORP 0.2%
Value ($000) $480,000 Shares 15,252 Est. Cost $17.51 Unrealized +35.8%
LINEAR TECHNOLOGY CO 0.2%
Value ($000) $463,000 Shares 10,394 Est. Cost $45428.63 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $451,000 Shares 7,055 Est. Cost $38.91 Unrealized +15.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $444,000 Shares 7,078 Est. Cost $24.28 Unrealized +28.0%
LEXMARK INTL INC CLASS A 0.2%
Value ($000) $437,000 Shares 13,087 Est. Cost $38083.08 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $427,000 Shares 9,031 Est. Cost $39.74 Unrealized -18.4%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $417,000 Shares 3,520 Est. Cost $18.92 Unrealized +15.3%
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $412,000 Shares 7,611 Est. Cost $27.66 Unrealized +8.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $410,000 Shares 3,663 Est. Cost $69.69 Unrealized +9.5%
MKC MC CORMICK & CO INC 0.2%
Value ($000) $375,000 Shares 3,770 Est. Cost $28.93 Unrealized +28.9%
MONSANTO CO 0.2%
Value ($000) $372,000 Shares 4,239 Est. Cost $106690.81 Unrealized
VFC VF CORPORATION 0.2%
Value ($000) $366,000 Shares 5,651 Est. Cost $66.14 Unrealized -12.2%
FLR FLUOR CORPORATION 0.2%
Value ($000) $365,000 Shares 6,795 Est. Cost $50.00 Unrealized -14.1%
ITW ILLINOIS TOOL WORKS 0.2%
Value ($000) $362,000 Shares 3,538 Est. Cost $70.17 Unrealized +4.4%
AYI ACUITY BRANDS INC 0.2%
Value ($000) $339,000 Shares 1,553 Est. Cost $131.09 Unrealized +52.4%
CHD CHURCH & DWIGHT CO 0.2%
Value ($000) $331,000 Shares 3,588 Est. Cost $31.83 Unrealized +20.6%
CMP COMPASS MINERALS INT 0.2%
Value ($000) $327,000 Shares 4,610 Est. Cost $52.78 Unrealized 0.0%
PIEDMONT NATURAL GAS 0.2%
Value ($000) $319,000 Shares 5,333 Est. Cost $39464.16 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $309,000 Shares 6,391 Est. Cost $38.77 Unrealized -4.3%
BA BOEING CO 0.1%
Value ($000) $303,000 Shares 2,387 Est. Cost $110.65 Unrealized +1.1%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $292,000 Shares 2,978 Est. Cost $49.44 Unrealized +13.0%
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $291,000 Shares 2,050 Est. Cost $144.37 Unrealized -8.2%
MAXIM INTEGRATED PRO 0.1%
Value ($000) $288,000 Shares 7,825 Est. Cost $32100.77 Unrealized
BAX BAXTER INTERNATIONAL 0.1%
Value ($000) $285,000 Shares 6,944 Est. Cost $31.89 Unrealized +1.8%
JOHNSON CONTROLS INC 0.1%
Value ($000) $280,000 Shares 7,189 Est. Cost $48400.45 Unrealized
GAP GAP INC 0.1%
Value ($000) $273,000 Shares 9,279 Est. Cost $26.66 Unrealized -30.7%
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $270,000 Shares 3,818 Est. Cost $52.20 Unrealized +1.3%
MTX MINERALS TECH INC 0.1%
Value ($000) $270,000 Shares 4,755 Est. Cost $64.90 Unrealized -31.0%
SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $268,000 Shares 3,825 Est. Cost $37647.06 Unrealized
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $262,000 Shares 2,558 Est. Cost $68.61 Unrealized +6.8%
GVA GRANITE CONSTRUCTION 0.1%
Value ($000) $232,000 Shares 4,850 Est. Cost $35.32 Unrealized +15.2%
APD AIR PROD & CHEMICALS 0.1%
Value ($000) $229,000 Shares 1,588 Est. Cost $96.23 Unrealized -1.6%
TGT TARGET CORPORATION 0.1%
Value ($000) $228,000 Shares 2,771 Est. Cost $48.59 Unrealized +16.0%
SPG SIMON PPTY GROUP REIT 0.1%
Value ($000) $217,000 Shares 1,045 Est. Cost $102.84 Unrealized +12.7%
BAXALTA INCORPORATED 0.1%
Value ($000) $214,000 Shares 5,304 Est. Cost $31873.13 Unrealized
PKG PACKAGING CORP OF AM 0.1%
Value ($000) $200,000 Shares 3,316 Est. Cost $51.35 Unrealized -22.2%
META FACEBOOK INC CLASS A 0.1%
Value ($000) $192,000 Shares 1,685 Est. Cost $83.20 Unrealized +25.9%
PSA PUBLIC STORAGE REIT 0.1%
Value ($000) $186,000 Shares 673 Est. Cost $117.31 Unrealized +45.0%
BFAM BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $185,000 Shares 2,857 Est. Cost $54.53 Unrealized +17.9%
DIAMOND OFFSHR DRILL 0.1%
Value ($000) $181,000 Shares 8,335 Est. Cost $34136.52 Unrealized
UNFI UNITED NATURAL FOODS 0.1%
Value ($000) $179,000 Shares 4,435 Est. Cost $62.13 Unrealized -40.6%
MZTI LANCASTER COLONY CO 0.1%
Value ($000) $174,000 Shares 1,575 Est. Cost $90.72 Unrealized +18.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $159,000 Shares 2,668 Est. Cost $36.61 Unrealized +29.5%
EMN EASTMAN CHEMICAL CO 0.1%
Value ($000) $151,000 Shares 2,087 Est. Cost $55.34 Unrealized -14.3%
BRO BROWN & BROWN INC 0.1%
Value ($000) $148,000 Shares 4,140 Est. Cost $14.46 Unrealized +1.8%
SUPERVALU INC 0.1%
Value ($000) $139,000 Shares 24,160 Est. Cost $9702.10 Unrealized
TXN TEXAS INSTRUMENTS 0.1%
Value ($000) $137,000 Shares 2,386 Est. Cost $37.35 Unrealized +8.5%
DIS WALT DISNEY CO 0.1%
Value ($000) $130,000 Shares 1,314 Est. Cost $81.74 Unrealized +8.9%
RF REGIONS FINANCIAL CO 0.1%
Value ($000) $129,000 Shares 16,405 Est. Cost $6.80 Unrealized -17.1%
CCL CARNIVAL CORP F 0.1%
Value ($000) $121,000 Shares 2,297 Est. Cost $40.59 Unrealized +4.4%
UNITED TECHNOLOGIES 0.1%
Value ($000) $120,000 Shares 1,197 Est. Cost $115156.65 Unrealized
TROW T ROWE PRICE GROUP 0.1%
Value ($000) $119,000 Shares 1,620 Est. Cost $48.50 Unrealized 0.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $108,000 Shares 3,803 Est. Cost $18.95 Unrealized 0.0%
QTWO Q2 HOLDINGS INC 0.1%
Value ($000) $108,000 Shares 4,480 Est. Cost $23.38 Unrealized -8.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $104,000 Shares 1,133 Est. Cost $71.25 Unrealized -10.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $104,000 Shares 364 Est. Cost $79.84 Unrealized 0.0%
SPECTRA ENERGY CORP 0.0%
Value ($000) $101,000 Shares 3,293 Est. Cost $30671.12 Unrealized