WAFRA INC. Diversified Active

CIK: 0000920440 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 16, 2015

Total Value ($000): $813,651 (100.0% shares, 0.0% debt)

Holdings (79)

AAPL Apple Computer Inc. 6.6%
Value ($000) $53,891 Shares 488,586 Est. Cost $19.03 Unrealized +38.1%
CVS CVS Health Corp. 3.4%
Value ($000) $27,634 Shares 286,426 Est. Cost $45.63 Unrealized +70.5%
SFM Sprouts Farmers Markets Inc. 3.4%
Value ($000) $27,563 Shares 1,306,307 Est. Cost $22.98 Unrealized 0.0%
V Visa Inc 'A' 3.2%
Value ($000) $25,943 Shares 372,430 Est. Cost $60.51 Unrealized +9.7%
LEN Lennar Corp.-CL A 2.8%
Value ($000) $23,140 Shares 480,779 Est. Cost $41.74 Unrealized +6.9%
GOOGL Alphabet Inc - A 2.8%
Value ($000) $22,659 Shares 35,495 Est. Cost $31.95 Unrealized 0.0%
SCHW Schwab (Charles) Corp. 2.7%
Value ($000) $22,134 Shares 775,016 Est. Cost $28.09 Unrealized +0.5%
PFE Pfizer Inc. 2.7%
Value ($000) $22,042 Shares 701,753 Est. Cost $20.50 Unrealized +0.5%
UNH United Health Group 2.7%
Value ($000) $21,880 Shares 188,604 Est. Cost $101.07 Unrealized +0.1%
Pioneer Natural Resources 2.7%
Value ($000) $21,853 Shares 179,656 Est. Cost $104358.49 Unrealized
CBS Corp 2.5%
Value ($000) $20,111 Shares 504,030 Est. Cost $39.90 Unrealized
CAH Cardinal Health Inc. 2.5%
Value ($000) $19,950 Shares 259,696 Est. Cost $63.73 Unrealized -2.3%
United Technologies 2.4%
Value ($000) $19,823 Shares 222,756 Est. Cost $59931.59 Unrealized
HD Home Depot Inc. 2.4%
Value ($000) $19,399 Shares 167,971 Est. Cost $59.48 Unrealized +52.1%
CRM Salesforce.com 2.4%
Value ($000) $19,393 Shares 279,321 Est. Cost $61.91 Unrealized +13.1%
C Citigroup Inc. 2.2%
Value ($000) $18,266 Shares 368,182 Est. Cost $39.54 Unrealized +3.1%
Celgene Corp. 2.2%
Value ($000) $17,678 Shares 163,428 Est. Cost $112051.00 Unrealized
TJX TJX Companies 2.2%
Value ($000) $17,560 Shares 245,870 Est. Cost $29.53 Unrealized +2.7%
SWKS Skyworks Solutions Inc. 2.2%
Value ($000) $17,559 Shares 208,513 Est. Cost $48.35 Unrealized +52.9%
CIT Group 2.1%
Value ($000) $17,398 Shares 434,629 Est. Cost $40.03 Unrealized
EOG EOG Resources Inc. 2.0%
Value ($000) $16,622 Shares 228,320 Est. Cost $64.66 Unrealized -11.6%
HAIN Hain Celestial Food 1.9%
Value ($000) $15,089 Shares 292,413 Est. Cost $59.38 Unrealized +6.6%
GILD Gilead Sciences Inc. 1.8%
Value ($000) $14,254 Shares 145,171 Est. Cost $40.54 Unrealized +91.1%
GS Goldman Sachs Group 1.7%
Value ($000) $13,536 Shares 77,901 Est. Cost $150.38 Unrealized +5.7%
SXT Sensient Technologies Corp 1.7%
Value ($000) $13,497 Shares 220,175 Est. Cost $65.77 Unrealized 0.0%
PG Procter & Gamble Co. 1.6%
Value ($000) $13,209 Shares 183,617 Est. Cost $62.69 Unrealized -10.1%
Tyco International Ltd. 1.6%
Value ($000) $12,940 Shares 386,743 Est. Cost $25082.57 Unrealized
HON Honeywell International Inc. 1.6%
Value ($000) $12,913 Shares 136,372 Est. Cost $56.00 Unrealized +30.9%
AWK American Waterworks 1.6%
Value ($000) $12,739 Shares 231,281 Est. Cost $35.92 Unrealized +18.9%
Powershares Senior Loan 1.6%
Value ($000) $12,672 Shares 550,000 Est. Cost $23899.67 Unrealized
Cerner Corp 1.5%
Value ($000) $12,570 Shares 209,634 Est. Cost $67899.12 Unrealized
JPM JP Morgan Chase & Co. 1.5%
Value ($000) $12,423 Shares 203,750 Est. Cost $49.14 Unrealized +1.0%
ROK Rockwell Automation 1.5%
Value ($000) $12,167 Shares 119,906 Est. Cost $93.79 Unrealized -1.5%
CX Cemex 15129 1.5%
Value ($000) $12,078 Shares 1,727,849 Est. Cost $6.99 Unrealized
HCA HCA Holdings INC 1.5%
Value ($000) $11,945 Shares 154,408 Est. Cost $59.79 Unrealized +37.7%
Time Warner Inc. 1.4%
Value ($000) $11,543 Shares 167,899 Est. Cost $72122.30 Unrealized
WFC Wells Fargo Company 1.4%
Value ($000) $11,459 Shares 223,164 Est. Cost $30.45 Unrealized +34.9%
MOS The Mosaic Company 1.4%
Value ($000) $11,302 Shares 363,300 Est. Cost $36.06 Unrealized -6.9%
USG Corporation 1.4%
Value ($000) $11,006 Shares 413,467 Est. Cost $16867.92 Unrealized
MA Mastercard Inc-Class A 1.3%
Value ($000) $10,662 Shares 118,311 Est. Cost $88.30 Unrealized 0.0%
PRU Prudential Financial Inc. 1.3%
Value ($000) $10,588 Shares 138,926 Est. Cost $46.92 Unrealized +12.9%
Anadarko Petroleum Corp. 1.2%
Value ($000) $10,060 Shares 166,579 Est. Cost $88512.51 Unrealized
GOOG Alphabet Inc - C W/I 1.2%
Value ($000) $9,849 Shares 16,188 Est. Cost $30.50 Unrealized 0.0%
NTRS Northern Trust 1.2%
Value ($000) $9,372 Shares 137,503 Est. Cost $56.07 Unrealized -1.0%
EAT Brinker International Inc. 0.9%
Value ($000) $7,357 Shares 139,681 Est. Cost $50.72 Unrealized -6.4%
SPY SPDR S&P 500 ETF TRUST 0.9%
Value ($000) $6,966 Shares 36,350 Est. Cost $174843.33 Unrealized
Ingersoll-Rand Co. 0.8%
Value ($000) $6,128 Shares 120,711 Est. Cost $7997.66 Unrealized
Laredo Petroleum Inc. 0.7%
Value ($000) $5,715 Shares 606,063 Est. Cost $10033.87 Unrealized
FleetCor Technologies Inc. 0.7%
Value ($000) $5,510 Shares 40,040 Est. Cost $122736.73 Unrealized
BRK/B Berkshire Hathaway Inc. 0.6%
Value ($000) $4,688 Shares 35,952 Est. Cost $123.70 Unrealized +10.8%
Proshares Ultrashort 20 Yr Tre 0.4%
Value ($000) $3,253 Shares 75,000 Est. Cost $43.37 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $1,918 Shares 20,550 Est. Cost $73.50 Unrealized -1.4%
DIS Walt Disney Co. 0.2%
Value ($000) $1,721 Shares 16,841 Est. Cost $65.22 Unrealized +52.9%
MMM 3M Co. 0.2%
Value ($000) $1,278 Shares 9,013 Est. Cost $87.51 Unrealized 0.0%
BMY Bristol-Myers Squibb Co. 0.2%
Value ($000) $1,243 Shares 21,000 Est. Cost $28.67 Unrealized +55.4%
Express Scripts Hldg Co 0.2%
Value ($000) $1,243 Shares 15,350 Est. Cost $62324.28 Unrealized
Skechers USA Inc. 0.1%
Value ($000) $1,206 Shares 8,993 Est. Cost $55225.81 Unrealized
C.R. Bard 0.1%
Value ($000) $1,155 Shares 6,200 Est. Cost $186.29 Unrealized
EA Electronic Arts 0.1%
Value ($000) $1,095 Shares 16,166 Est. Cost $23.32 Unrealized +192.1%
BIIB Biogen Idec Inc. 0.1%
Value ($000) $1,036 Shares 3,550 Est. Cost $330.23 Unrealized 0.0%
CHD Church & Dwight Co. Inc. 0.1%
Value ($000) $1,028 Shares 12,250 Est. Cost $29.35 Unrealized +27.3%
CTRA Cabot Oil & Gas Corp. 0.1%
Value ($000) $1,026 Shares 46,932 Est. Cost $23.49 Unrealized -20.9%
NKE Nike Inc. 0.1%
Value ($000) $955 Shares 7,768 Est. Cost $40.47 Unrealized +22.5%
TSLA Tesla Motors 0.1%
Value ($000) $902 Shares 3,630 Est. Cost $16.99 Unrealized 0.0%
AMP Ameriprise Financial Inc. 0.1%
Value ($000) $899 Shares 8,242 Est. Cost $70.34 Unrealized +34.6%
TSM Taiwan Semiconductor ADR 87403 0.1%
Value ($000) $789 Shares 38,005 Est. Cost $20.76 Unrealized
INFY Infosy's Technologies ADR 4567 0.1%
Value ($000) $712 Shares 37,298 Est. Cost $19.09 Unrealized
ORCL Oracle Corporation 0.1%
Value ($000) $659 Shares 18,234 Est. Cost $27.77 Unrealized +18.5%
NOW ServiceNow Inc 0.1%
Value ($000) $598 Shares 8,605 Est. Cost $14.94 Unrealized 0.0%
WMT Wal-Mart Stores Inc. 0.1%
Value ($000) $593 Shares 9,150 Est. Cost $18.91 Unrealized 0.0%
Splunk Inc 0.1%
Value ($000) $508 Shares 9,175 Est. Cost $55.37 Unrealized
SNA Snap-on Inc. 0.1%
Value ($000) $494 Shares 3,276 Est. Cost $111.38 Unrealized +12.8%
IBM Int'l Business Machines Corp. 0.1%
Value ($000) $465 Shares 3,211 Est. Cost $95.35 Unrealized 0.0%
RDY Doctor Reddy's Lab 256135 0.1%
Value ($000) $447 Shares 7,000 Est. Cost $63.86 Unrealized
Tableau Software Inc. 0.1%
Value ($000) $439 Shares 5,499 Est. Cost $79.83 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $401 Shares 7,459 Est. Cost $44.14 Unrealized 0.0%
BIDU Baidu Inc ADR 05675 0.0%
Value ($000) $313 Shares 2,279 Est. Cost $137.34 Unrealized
PKG Packaging Corp of America 695 0.0%
Value ($000) $289 Shares 4,800 Est. Cost $48.88 Unrealized 0.0%
UGP Ultrapar Participacoes SA 0.0%
Value ($000) $251 Shares 15,000 Est. Cost $16.73 Unrealized