WAFRA INC. Diversified Active

Location: New York, NY

CIK: 0000920440 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 11, 2016

Total Value: $862M (100.0% shares, 0.0% debt)

Holdings (82)

AAPL Apple Computer Inc. 4.4%
Value $37.68M Shares 357,970 Est. Cost $19.03 Unrealized +35.2%
GOOGL Alphabet Inc - A 3.5%
Value $30.41M Shares 39,092 Est. Cost $32.39 Unrealized +13.4%
V Visa Inc 'A' 3.5%
Value $30.17M Shares 389,038 Est. Cost $61.01 Unrealized +18.3%
UNH United Health Group 3.0%
Value $26.19M Shares 222,661 Est. Cost $100.80 Unrealized -1.5%
LEN Lennar Corp.-CL A 2.9%
Value $25.38M Shares 518,939 Est. Cost $41.86 Unrealized +3.6%
PG Procter & Gamble Co. 2.9%
Value $24.98M Shares 314,604 Est. Cost $60.71 Unrealized -4.6%
CAH Cardinal Health Inc. 2.8%
Value $24.25M Shares 271,587 Est. Cost $63.73 Unrealized -0.2%
TJX TJX Companies 2.8%
Value $23.92M Shares 337,290 Est. Cost $29.90 Unrealized +3.3%
HD Home Depot Inc. 2.7%
Value $23.28M Shares 176,015 Est. Cost $61.33 Unrealized +63.0%
SCHW Schwab (Charles) Corp. 2.7%
Value $23.16M Shares 703,172 Est. Cost $28.09 Unrealized -0.7%
CRM Salesforce.com 2.6%
Value $22.24M Shares 283,658 Est. Cost $62.14 Unrealized +24.2%
CBS Corp. 2.5%
Value $21.88M Shares 464,253 Est. Cost $39.90 Unrealized
SFM Sprouts Farmers Markets Inc. 2.5%
Value $21.26M Shares 799,411 Est. Cost $22.98 Unrealized +2.9%
PFE Pfizer Inc. 2.4%
Value $21.06M Shares 652,382 Est. Cost $20.50 Unrealized -0.6%
Celgene Corp. 2.4%
Value $20.4M Shares 170,329 Est. Cost $107516.02 Unrealized
CVS CVS Health Corp. 2.3%
Value $19.91M Shares 203,687 Est. Cost $45.63 Unrealized +59.1%
United Technologies 2.2%
Value $19.29M Shares 200,796 Est. Cost $59931.59 Unrealized
SPY SPDR S&P 500 ETF TRUST 2.2%
Value $19.28M Shares 94,573 Est. Cost $67328.15 Unrealized
JPM JP Morgan Chase & Co. 2.1%
Value $17.7M Shares 268,073 Est. Cost $49.27 Unrealized +0.8%
C Citigroup Inc. 2.0%
Value $17.53M Shares 338,725 Est. Cost $39.54 Unrealized +0.2%
CIT Group 2.0%
Value $17.25M Shares 434,629 Est. Cost $40.03 Unrealized
EOG EOG Resources Inc. 1.9%
Value $16.68M Shares 235,640 Est. Cost $64.50 Unrealized -7.3%
SXT Sensient Technologies Corp 1.9%
Value $16.35M Shares 260,298 Est. Cost $65.57 Unrealized -1.6%
GILD Gilead Sciences Inc. 1.7%
Value $15.06M Shares 148,880 Est. Cost $41.35 Unrealized +76.3%
Express Scripts Hldg Co 1.7%
Value $14.43M Shares 165,049 Est. Cost $5875.61 Unrealized
AWK American Waterworks 1.7%
Value $14.4M Shares 241,010 Est. Cost $36.39 Unrealized +30.3%
XLP SPDR Consumer Staples Sector 1.5%
Value $12.96M Shares 256,667 Est. Cost $50.49 Unrealized
FIVN Five 9 Inc. 1.5%
Value $12.91M Shares 1,484,065 Est. Cost $5.79 Unrealized 0.0%
GOOG Alphabet Inc - C W/I 1.5%
Value $12.91M Shares 17,009 Est. Cost $30.75 Unrealized +15.8%
Tyco International Ltd. 1.5%
Value $12.9M Shares 404,600 Est. Cost $31.89 Unrealized
Pioneer Natural Resources 1.5%
Value $12.68M Shares 101,114 Est. Cost $104358.49 Unrealized
WFC Wells Fargo Company 1.5%
Value $12.64M Shares 232,568 Est. Cost $30.87 Unrealized +32.3%
MA Mastercard Inc-Class A 1.4%
Value $12.04M Shares 123,717 Est. Cost $88.47 Unrealized +4.2%
PRU Prudential Financial Inc. 1.4%
Value $11.79M Shares 144,768 Est. Cost $47.15 Unrealized +11.6%
EFA Ishares MSCI EAFE ETF 1.3%
Value $11.51M Shares 195,947 Est. Cost $58.72 Unrealized
GS Goldman Sachs Group 1.3%
Value $11.44M Shares 63,453 Est. Cost $150.38 Unrealized +0.5%
Time Warner Inc. 1.3%
Value $11.31M Shares 174,972 Est. Cost $69209.48 Unrealized
HON Honeywell International Inc. 1.3%
Value $10.79M Shares 104,192 Est. Cost $56.00 Unrealized +32.6%
HAIN Hain Celestial Food 1.3%
Value $10.79M Shares 267,054 Est. Cost $59.38 Unrealized -23.6%
MOS The Mosaic Company 1.2%
Value $10.48M Shares 379,894 Est. Cost $35.63 Unrealized -26.6%
USG Corporation 1.2%
Value $10.47M Shares 430,889 Est. Cost $16186.89 Unrealized
META Facebook 30303 1.2%
Value $10.37M Shares 99,047 Est. Cost $102.01 Unrealized 0.0%
NTRS Northern Trust 1.2%
Value $10.33M Shares 143,287 Est. Cost $56.01 Unrealized -2.5%
XLK Technology Select SPDR Fund ET 1.0%
Value $8.889M Shares 207,547 Est. Cost $42.83 Unrealized
MSFT Microsoft Corp. 0.8%
Value $7.309M Shares 131,748 Est. Cost $45.92 Unrealized 0.0%
Ingersoll-Rand Co. 0.8%
Value $7.002M Shares 126,646 Est. Cost $55.29 Unrealized
EAT Brinker International Inc. 0.8%
Value $6.979M Shares 145,557 Est. Cost $50.30 Unrealized -19.8%
Laredo Petroleum Inc. 0.8%
Value $6.806M Shares 851,871 Est. Cost $7140.90 Unrealized
ROK Rockwell Automation 0.7%
Value $6.228M Shares 60,693 Est. Cost $93.79 Unrealized -8.2%
MTB M & T Bank Corp. 0.7%
Value $5.984M Shares 49,378 Est. Cost $91.64 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc. 0.6%
Value $4.747M Shares 35,952 Est. Cost $123.70 Unrealized +8.5%
Skechers USA Inc. 0.5%
Value $4.339M Shares 143,612 Est. Cost $3486.57 Unrealized
Anadarko Petroleum Corp. 0.5%
Value $4.182M Shares 86,090 Est. Cost $88512.51 Unrealized
CX Cemex 15129 0.4%
Value $3.821M Shares 685,991 Est. Cost $6.99 Unrealized
BIDU Baidu Inc ADR 05675 0.4%
Value $3.308M Shares 17,498 Est. Cost $182.32 Unrealized
TBT Proshares Ultrashort 20 Yr Tre 0.4%
Value $3.305M Shares 75,000 Est. Cost $44.07 Unrealized
LinkedIn Corp. 0.4%
Value $3.18M Shares 14,129 Est. Cost $225.07 Unrealized
JNJ Johnson & Johnson 0.3%
Value $2.322M Shares 22,608 Est. Cost $73.72 Unrealized +3.0%
BMY Bristol-Myers Squibb Co. 0.2%
Value $1.589M Shares 23,103 Est. Cost $30.31 Unrealized +54.1%
MMM 3M Co. 0.2%
Value $1.494M Shares 9,915 Est. Cost $87.93 Unrealized +4.8%
XLF SPDR Financial Select Sector 0.2%
Value $1.434M Shares 60,178 Est. Cost $23.83 Unrealized
C.R. Bard 0.1%
Value $1.292M Shares 6,820 Est. Cost $186.58 Unrealized
EA Electronic Arts 0.1%
Value $1.222M Shares 17,785 Est. Cost $27.41 Unrealized +148.9%
Allegion PLC. 0.1%
Value $1.21M Shares 18,356 Est. Cost $65.92 Unrealized
CHD Church & Dwight Co. Inc. 0.1%
Value $1.144M Shares 13,476 Est. Cost $30.10 Unrealized +24.6%
BIIB Biogen Idec Inc. 0.1%
Value $1.088M Shares 3,550 Est. Cost $330.23 Unrealized -13.0%
NKE Nike Inc. 0.1%
Value $1.068M Shares 17,090 Est. Cost $49.31 Unrealized +14.9%
DIS Walt Disney Co. 0.1%
Value $959K Shares 9,126 Est. Cost $65.22 Unrealized +56.7%
TSM Taiwan Semiconductor ADR 87403 0.1%
Value $951K Shares 41,811 Est. Cost $20.94 Unrealized
Splunk Inc 0.1%
Value $932K Shares 15,845 Est. Cost $56.82 Unrealized
NOW ServiceNow Inc 0.1%
Value $925K Shares 10,686 Est. Cost $15.25 Unrealized +8.3%
AMP Ameriprise Financial Inc. 0.1%
Value $877K Shares 8,242 Est. Cost $70.34 Unrealized +28.2%
CTRA Cabot Oil & Gas Corp. 0.1%
Value $869K Shares 49,103 Est. Cost $23.10 Unrealized -36.9%
INFY Infosy's Technologies ADR 4567 0.1%
Value $687K Shares 41,033 Est. Cost $18.88 Unrealized
SNA Snap-on Inc. 0.1%
Value $618K Shares 3,604 Est. Cost $113.16 Unrealized +15.7%
ORCL Oracle Corporation 0.1%
Value $618K Shares 16,923 Est. Cost $27.77 Unrealized +18.2%
WMT Wal-Mart Stores Inc. 0.1%
Value $617K Shares 10,066 Est. Cost $18.70 Unrealized -11.1%
QCOM Qualcomm Inc. 0.0%
Value $410K Shares 8,206 Est. Cost $43.76 Unrealized -8.6%
PHM Pulte Homes Inc. 0.0%
Value $394K Shares 22,123 Est. Cost $16.45 Unrealized 0.0%
PKG Packaging Corp of America 0.0%
Value $303K Shares 4,800 Est. Cost $48.88 Unrealized -0.5%
UGP Ultrapar Participacoes SA 0.0%
Value $229K Shares 15,000 Est. Cost $16.73 Unrealized
Match Group Inc 0.0%
Value $135K Shares 10,000 Est. Cost $13.50 Unrealized