LOCKHEED MARTIN INVESTMENT MANAGEMENT CO Diversified Active

CIK: 0000897599 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $2,203,498 (100.0% shares, 0.0% debt)

Holdings (119)

SELECT SECTOR SPDR-AGRICULTURE 9.2%
Value ($000) $202,853 Shares 3,835,366 Est. Cost $52.32 Unrealized
SPDR S&P OIL & GAS EXPLORATION 8.9%
Value ($000) $197,182 Shares 2,864,772 Est. Cost $67.52 Unrealized
XLI SELECT SECTOR SPDR-INDUSTRIAL 8.1%
Value ($000) $177,835 Shares 3,345,905 Est. Cost $48.46 Unrealized
XLK SELECT SECTOR SPDR-TECHNOLOGY 7.2%
Value ($000) $159,654 Shares 4,001,341 Est. Cost $38.70 Unrealized
ITB ISHARES DJ HOME 6.7%
Value ($000) $148,425 Shares 6,599,596 Est. Cost $23.97 Unrealized
XLF SELECT SECTOR SPDR-FINANCIAL 6.0%
Value ($000) $132,817 Shares 5,732,288 Est. Cost $20.19 Unrealized
IGE ISHARES NORTH AMER NATURAL RES 5.4%
Value ($000) $119,831 Shares 2,677,782 Est. Cost $41.00 Unrealized
IYR ISHARES DJ US REAL ESTATE 4.6%
Value ($000) $100,475 Shares 1,451,946 Est. Cost $68.10 Unrealized
XLV SELECT SECTOR SPDR-HEALTH CARE 4.4%
Value ($000) $96,846 Shares 1,515,350 Est. Cost $60.04 Unrealized
XLY SELECT SECTOR SPDR-CONSUMER DI 3.8%
Value ($000) $84,663 Shares 1,269,500 Est. Cost $57.91 Unrealized
XLB SELECT SECTOR SPDR-MATERIALS 3.5%
Value ($000) $76,970 Shares 1,552,127 Est. Cost $45.24 Unrealized
SPY SPDR-S&P 500 INDEX 3.4%
Value ($000) $74,117 Shares 376,189 Est. Cost $180.18 Unrealized
XLP CONSUMER STAPLES SPDR 3.0%
Value ($000) $66,176 Shares 1,467,000 Est. Cost $42.90 Unrealized
XLE SELECT SECTOR SPDR-ENERGY 2.3%
Value ($000) $49,778 Shares 549,300 Est. Cost $90.30 Unrealized
XME SPDR S&P METALS&MINING 2.2%
Value ($000) $49,571 Shares 1,347,391 Est. Cost $40.98 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 1.9%
Value ($000) $41,643 Shares 832,200 Est. Cost $46.06 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.7%
Value ($000) $37,774 Shares 950,300 Est. Cost $35.60 Unrealized
CWB SPDR BARCLAYS CAPITAL CONVERTI 1.3%
Value ($000) $29,671 Shares 597,603 Est. Cost $50.17 Unrealized
EEM ISHARE MSCI EMERGING MARKETS E 1.1%
Value ($000) $23,897 Shares 575,000 Est. Cost $41.01 Unrealized
MDY MID-CAP INDEX 0.8%
Value ($000) $18,325 Shares 73,500 Est. Cost $229.41 Unrealized
XLU SELECT SECTOR SPDR-UTILITIES 0.8%
Value ($000) $17,131 Shares 407,000 Est. Cost $41.76 Unrealized
AGG ISHARES CORE TOTAL US BOND ETF 0.6%
Value ($000) $13,093 Shares 120,000 Est. Cost $107.91 Unrealized
MARKET VECTORS GOLD MINERS 0.6%
Value ($000) $12,558 Shares 588,000 Est. Cost $23.41 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACT 0.6%
Value ($000) $12,217 Shares 188,336 Est. Cost $63.76 Unrealized
GUGGENHEIM S&P 500 EQUAL WEIGH 0.5%
Value ($000) $11,384 Shares 150,210 Est. Cost $76.71 Unrealized
S&P 500 PURE GROWTH 0.4%
Value ($000) $9,602 Shares 124,373 Est. Cost $70.30 Unrealized
BAC BANK OF AMERICA 0.4%
Value ($000) $8,849 Shares 519,000 Est. Cost $11.15 Unrealized +12.8%
S&P 500 PURE VALUE 0.4%
Value ($000) $8,763 Shares 165,747 Est. Cost $49.81 Unrealized
MSFT MICROSOFT CORP 0.4%
Value ($000) $8,628 Shares 186,100 Est. Cost $30.66 Unrealized +22.9%
XOM EXXON 0.4%
Value ($000) $8,182 Shares 87,000 Est. Cost $58.08 Unrealized +5.9%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $7,877 Shares 74,000 Est. Cost $51.00 Unrealized +33.4%
POWERSHARES BUYBACK ACHIEVERS 0.3%
Value ($000) $7,455 Shares 166,640 Est. Cost $44.85 Unrealized
JPM JP MORGAN 0.3%
Value ($000) $7,349 Shares 122,000 Est. Cost $38.52 Unrealized +12.0%
AAPL APPLE INC 0.3%
Value ($000) $6,876 Shares 68,250 Est. Cost $17.50 Unrealized +23.6%
MKT VCT JUNR GOLD 0.3%
Value ($000) $6,489 Shares 193,000 Est. Cost $36.38 Unrealized
S&P500 HIGH QLTY PORTFOLIO 0.3%
Value ($000) $6,006 Shares 278,293 Est. Cost $21.58 Unrealized
ALLERGAN INC. 0.2%
Value ($000) $4,847 Shares 27,200 Est. Cost $101.78 Unrealized
OEF ISHARES S&P100 ETF 0.2%
Value ($000) $4,791 Shares 54,349 Est. Cost $88.15 Unrealized
META FACEBOOK 0.2%
Value ($000) $4,687 Shares 59,300 Est. Cost $58.27 Unrealized +25.0%
THE PRICELINE GROUP INC 0.2%
Value ($000) $4,623 Shares 3,990 Est. Cost $1160.18 Unrealized
AXP AMERICAN EXPRESS CO. 0.2%
Value ($000) $4,520 Shares 51,632 Est. Cost $75.77 Unrealized +1.0%
MS MORGAN STANLEY 0.2%
Value ($000) $4,494 Shares 130,000 Est. Cost $19.65 Unrealized +25.3%
DISCOVER FINANCIAL SERVICES 0.2%
Value ($000) $4,321 Shares 67,100 Est. Cost $51.89 Unrealized
VIPS VIPSHOP HOLDINGS INC. ADR 0.2%
Value ($000) $4,212 Shares 22,282 Est. Cost $167.65 Unrealized
TLT ISHARES 20+ YEAR TREASURY BOND 0.2%
Value ($000) $4,028 Shares 34,640 Est. Cost $116.28 Unrealized
IWM RUSSELL 2000 INDEX FUND 0.2%
Value ($000) $3,991 Shares 36,500 Est. Cost $101.40 Unrealized
PROSHARES S&P500 HI DIV 0.2%
Value ($000) $3,950 Shares 128,466 Est. Cost $30.75 Unrealized
BIIB BIOGEN IDEC INC 0.2%
Value ($000) $3,904 Shares 11,800 Est. Cost $258.65 Unrealized +27.5%
CMCSA COMCAST CORPORATION 0.2%
Value ($000) $3,765 Shares 70,000 Est. Cost $18.38 Unrealized +15.2%
DB COMMODITY INDEX FUND 0.2%
Value ($000) $3,752 Shares 161,600 Est. Cost $25.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG CO 0.2%
Value ($000) $3,723 Shares 184,500 Est. Cost $18.71 Unrealized
UNH UNITEDHEALTH GROUP 0.2%
Value ($000) $3,450 Shares 40,000 Est. Cost $62.13 Unrealized +13.2%
EWW ISHARES MSCI MEXICO 0.2%
Value ($000) $3,436 Shares 50,000 Est. Cost $68.00 Unrealized
YY INC. 0.2%
Value ($000) $3,355 Shares 44,800 Est. Cost $75.44 Unrealized
SDY SPDR-S&P DIVIDEND 0.2%
Value ($000) $3,317 Shares 44,256 Est. Cost $75.92 Unrealized
AMAT APPLIED MATERIALS 0.1%
Value ($000) $3,263 Shares 151,000 Est. Cost $14.86 Unrealized +29.0%
WELLPOINT INC 0.1%
Value ($000) $3,230 Shares 27,000 Est. Cost $119.63 Unrealized
JD JD COM INC 0.1%
Value ($000) $3,131 Shares 121,270 Est. Cost $25.82 Unrealized
GOOGLE INC - CL A 0.1%
Value ($000) $3,119 Shares 5,300 Est. Cost $1119.76 Unrealized
GENERAL ELECTRIC CO. 0.1%
Value ($000) $3,074 Shares 120,000 Est. Cost $25.62 Unrealized
MONSANTO CO 0.1%
Value ($000) $2,813 Shares 25,000 Est. Cost $112.52 Unrealized
BROADCOM CORP - CL A 0.1%
Value ($000) $2,789 Shares 69,000 Est. Cost $31.87 Unrealized
ALEXION PHARMACEUTICALS, INC. 0.1%
Value ($000) $2,653 Shares 16,000 Est. Cost $165.81 Unrealized
AMZN AMAZON.COM INC. 0.1%
Value ($000) $2,580 Shares 8,000 Est. Cost $16.12 Unrealized +3.1%
CVX CHEVRON 0.1%
Value ($000) $2,506 Shares 21,000 Est. Cost $75.91 Unrealized +3.4%
ACE LIMITED 0.1%
Value ($000) $2,307 Shares 22,000 Est. Cost $103.55 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $2,237 Shares 22,000 Est. Cost $64.52 Unrealized +23.2%
GOOGLE INC NON-VOTING CL C 0.1%
Value ($000) $2,073 Shares 3,590 Est. Cost $575.21 Unrealized
SEAGATE TECHNOLOGY HOLDINGS 0.1%
Value ($000) $2,033 Shares 35,500 Est. Cost $56.16 Unrealized
GS GOLDMAN SACHS GROUP 0.1%
Value ($000) $2,019 Shares 11,000 Est. Cost $127.13 Unrealized +10.6%
YELP YELP INC 0.1%
Value ($000) $1,993 Shares 29,200 Est. Cost $66.21 Unrealized +12.5%
NXPI NXP SEMICONDUCTORS 0.1%
Value ($000) $1,984 Shares 29,000 Est. Cost $46.36 Unrealized +27.5%
WB WEIBO CORP ADR 0.1%
Value ($000) $1,927 Shares 103,091 Est. Cost $18.69 Unrealized
MKT VECTORS OIL SERVICES 0.1%
Value ($000) $1,836 Shares 37,000 Est. Cost $57.76 Unrealized
IJK ISHARES S&P MIDCAP 400/GROWTH 0.1%
Value ($000) $1,792 Shares 11,829 Est. Cost $128.83 Unrealized
DIS WALT DISNEY CO. 0.1%
Value ($000) $1,781 Shares 20,000 Est. Cost $59.53 Unrealized +33.2%
COP CONOCOPHILIPS 0.1%
Value ($000) $1,760 Shares 23,000 Est. Cost $54.56 Unrealized +3.9%
USB US BANCORP 0.1%
Value ($000) $1,715 Shares 41,000 Est. Cost $27.34 Unrealized +3.9%
ZYNGA, INC. 0.1%
Value ($000) $1,539 Shares 570,000 Est. Cost $3.21 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $1,508 Shares 15,500 Est. Cost $45.88 Unrealized +36.0%
ZILLOW, INC. 0.1%
Value ($000) $1,508 Shares 13,000 Est. Cost $81.73 Unrealized
HAL HALLIBURTON 0.1%
Value ($000) $1,484 Shares 23,000 Est. Cost $42.70 Unrealized +29.3%
PANDORA MEDIA INC 0.1%
Value ($000) $1,474 Shares 61,000 Est. Cost $26.60 Unrealized
PFE PFIZER 0.1%
Value ($000) $1,449 Shares 49,000 Est. Cost $18.03 Unrealized -3.3%
BLACKROCK INC 0.1%
Value ($000) $1,445 Shares 4,400 Est. Cost $316.46 Unrealized
WFC WELLS FARGO&COMPANY 0.1%
Value ($000) $1,400 Shares 27,000 Est. Cost $30.76 Unrealized +21.6%
MRK MERCK & CO. INC. 0.1%
Value ($000) $1,363 Shares 23,000 Est. Cost $35.11 Unrealized +12.1%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $1,329 Shares 7,000 Est. Cost $109.79 Unrealized +4.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,279 Shares 12,000 Est. Cost $66.46 Unrealized +13.7%
LYB LYDONDELLBASELL INDU - CL A 0.1%
Value ($000) $1,195 Shares 11,000 Est. Cost $37.81 Unrealized +56.6%
C CITIGROUP 0.1%
Value ($000) $1,192 Shares 23,000 Est. Cost $37.62 Unrealized -0.5%
SANDISK CORP 0.1%
Value ($000) $1,175 Shares 12,000 Est. Cost $60.37 Unrealized
OXY OCCIDENTAL PETROLEUM 0.1%
Value ($000) $1,154 Shares 12,000 Est. Cost $59.24 Unrealized +14.8%
NKE NIKE INC. 0.0%
Value ($000) $981 Shares 11,000 Est. Cost $27.95 Unrealized +23.0%
TWENTY-FIRST CENTURY FOX 0.0%
Value ($000) $926 Shares 27,000 Est. Cost $34.03 Unrealized
BA THE BOEING CO 0.0%
Value ($000) $764 Shares 6,000 Est. Cost $106.98 Unrealized +2.1%
CHEETAH MOBILE INC 0.0%
Value ($000) $735 Shares 40,248 Est. Cost $18.26 Unrealized
QIHOO 360 TECHNOLOGY CO 0.0%
Value ($000) $688 Shares 10,204 Est. Cost $94.43 Unrealized
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $654 Shares 26,000 Est. Cost $15.30 Unrealized +15.7%
AIG AMERICAN INTL GROUP 0.0%
Value ($000) $540 Shares 10,000 Est. Cost $36.03 Unrealized +16.0%
BIDU BAIDU, INC. 0.0%
Value ($000) $524 Shares 2,400 Est. Cost $175.60 Unrealized
PVTPL GDR LEVANESE CO FOR DEV 0.0%
Value ($000) $507 Shares 42,264 Est. Cost $11.22 Unrealized
DXCM DEXCOM INC. 0.0%
Value ($000) $500 Shares 12,500 Est. Cost $8.86 Unrealized +15.4%
CMI CUMMINS, INC. 0.0%
Value ($000) $436 Shares 3,300 Est. Cost $89.10 Unrealized +19.0%
MU MICRON TECH 0.0%
Value ($000) $411 Shares 12,000 Est. Cost $23.18 Unrealized +36.3%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $382 Shares 8,000 Est. Cost $28.24 Unrealized +24.4%
CE CELANESE CORP-SERIES A 0.0%
Value ($000) $351 Shares 6,000 Est. Cost $38.84 Unrealized +27.6%
FLR FLUOR CORP 0.0%
Value ($000) $334 Shares 5,000 Est. Cost $57.29 Unrealized +14.6%
A AGILENT TECHNOLOGY 0.0%
Value ($000) $296 Shares 5,200 Est. Cost $30.74 Unrealized +21.0%
PRECISION CASTPARTS 0.0%
Value ($000) $237 Shares 1,000 Est. Cost $269.29 Unrealized
CARDICA INC. 0.0%
Value ($000) $225 Shares 210,000 Est. Cost $1.14 Unrealized
ROK ROCKWELL AUTOMATON 0.0%
Value ($000) $220 Shares 2,000 Est. Cost $93.82 Unrealized -0.0%
OMCL OMNICELL 0.0%
Value ($000) $219 Shares 8,000 Est. Cost $27.36 Unrealized +0.1%
DRYSHIPS, INC. 0.0%
Value ($000) $182 Shares 73,748 Est. Cost $3.63 Unrealized
BALTIC TRADING 0.0%
Value ($000) $111 Shares 26,871 Est. Cost $5.81 Unrealized
FRONTLINE LTD. 0.0%
Value ($000) $35 Shares 27,748 Est. Cost $2.88 Unrealized
LONGTOP FINANCIAL ADR 0.0%
Value ($000) $3 Shares 94,200 Est. Cost $0.03 Unrealized
KUSHNER-LOCKE CO 0.0%
Value ($000) $0 Shares 352,050 Est. Cost Unrealized
SGRZ STONEPATH GROUP INC 0.0%
Value ($000) $0 Shares 679,800 Est. Cost $0.00 Unrealized 0.0%