PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 13, 2014

Total Value ($000): $1,609,190 (100.0% shares, 0.0% debt)

Holdings (163)

A AGILENT TECHNOLOGIES INC 3.2%
Value ($000) $51,047 Shares 888,695 Est. Cost $29.36 Unrealized +24.3%
ABT ABBOTT LABS INC 3.1%
Value ($000) $49,811 Shares 1,217,864 Est. Cost $28.82 Unrealized +9.3%
AAPL APPLE INC 3.1%
Value ($000) $49,279 Shares 530,279 Est. Cost $17.91 Unrealized +4.2%
VZ VERIZON COMMUNICATIONS 2.9%
Value ($000) $47,089 Shares 962,373 Est. Cost $26.49 Unrealized +1.2%
DVN DEVON ENERGY CORPORATION 2.7%
Value ($000) $43,139 Shares 543,308 Est. Cost $37.10 Unrealized +32.2%
MMM 3M CO 2.5%
Value ($000) $40,876 Shares 285,366 Est. Cost $61.26 Unrealized +32.3%
BAC BANK OF AMERICA CORP 2.5%
Value ($000) $40,789 Shares 2,653,777 Est. Cost $11.24 Unrealized +8.9%
QCOM QUALCOMM INC 2.5%
Value ($000) $40,396 Shares 510,052 Est. Cost $46.41 Unrealized +23.5%
BRK/B BERKSHIRE HATHAWAY INC 2.5%
Value ($000) $39,731 Shares 313,928 Est. Cost $110.24 Unrealized +14.8%
CVX CHEVRON CORPORATION 2.5%
Value ($000) $39,648 Shares 303,702 Est. Cost $71.14 Unrealized +6.7%
D DOMINION RESOURCES INC 2.4%
Value ($000) $38,877 Shares 543,584 Est. Cost $34.54 Unrealized +24.3%
AMGN AMGEN INC 2.4%
Value ($000) $38,239 Shares 323,043 Est. Cost $74.99 Unrealized +11.2%
OXY OCCIDENTAL PETROLEUM CORP 2.4%
Value ($000) $38,136 Shares 371,584 Est. Cost $57.90 Unrealized +14.3%
JPM JP MORGAN CHASE & CO 2.4%
Value ($000) $38,046 Shares 660,298 Est. Cost $37.54 Unrealized +9.7%
UNITED TECHNOLOGIES CORP 2.3%
Value ($000) $36,477 Shares 315,956 Est. Cost $92.94 Unrealized
HESS CORPORATION 2.2%
Value ($000) $35,344 Shares 357,408 Est. Cost $66.49 Unrealized
USB US BANCORP 2.2%
Value ($000) $35,114 Shares 810,578 Est. Cost $22.47 Unrealized +24.3%
EMC CORP 2.2%
Value ($000) $35,002 Shares 1,328,860 Est. Cost $24.25 Unrealized
PEP PEPSICO INC 2.2%
Value ($000) $34,837 Shares 389,936 Est. Cost $56.03 Unrealized +8.7%
DU PONT, E I DE NEMOURS & CO 2.1%
Value ($000) $33,731 Shares 515,455 Est. Cost $52.50 Unrealized
NKE NIKE INC 2.1%
Value ($000) $33,031 Shares 425,936 Est. Cost $32.08 Unrealized +0.2%
C CITIGROUP INC 2.0%
Value ($000) $32,540 Shares 690,863 Est. Cost $36.01 Unrealized -1.7%
WHITING PETROLEUM CORP 1.8%
Value ($000) $29,621 Shares 369,109 Est. Cost $46.62 Unrealized
INTC INTEL CORP 1.8%
Value ($000) $29,212 Shares 945,370 Est. Cost $17.79 Unrealized +16.3%
IBM IBM CORPORATION 1.8%
Value ($000) $28,808 Shares 158,923 Est. Cost $116.20 Unrealized -3.4%
PRGO PERRIGO CO 1.7%
Value ($000) $28,144 Shares 193,083 Est. Cost $143.67 Unrealized -1.4%
MDLZ MONDELEZ INTERNATIONAL INC 1.7%
Value ($000) $28,067 Shares 746,251 Est. Cost $23.79 Unrealized +19.0%
PG PROCTER & GAMBLE COMPANY 1.7%
Value ($000) $27,210 Shares 346,231 Est. Cost $58.05 Unrealized +0.4%
F FORD MOTOR COMPANY 1.6%
Value ($000) $26,166 Shares 1,517,745 Est. Cost $7.61 Unrealized +16.6%
TIME WARNER INC 1.6%
Value ($000) $25,246 Shares 359,380 Est. Cost $67.47 Unrealized
WFC WELLS FARGO & CO NEW 1.6%
Value ($000) $25,082 Shares 477,213 Est. Cost $27.36 Unrealized +32.7%
AIG AMERICAN INTERNATIONAL GROUP 1.6%
Value ($000) $24,991 Shares 457,870 Est. Cost $40.41 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 1.5%
Value ($000) $24,545 Shares 279,492 Est. Cost $60.07 Unrealized +5.7%
L-3 COMMMUNICATIONS HOLDINGS INC 1.5%
Value ($000) $23,390 Shares 193,709 Est. Cost $85.74 Unrealized
RAYTHEON COMPANY 1.4%
Value ($000) $22,599 Shares 244,975 Est. Cost $66.12 Unrealized
DRI DARDEN RESTAURANTS 1.3%
Value ($000) $21,676 Shares 468,460 Est. Cost $30.27 Unrealized +3.6%
TDC TERADATA CORP 1.3%
Value ($000) $20,957 Shares 521,322 Est. Cost $53.29 Unrealized -18.1%
DGX QUEST DIAGNOSTICS INC 1.3%
Value ($000) $20,773 Shares 353,945 Est. Cost $46.14 Unrealized +0.5%
GOOGLE INC 1.3%
Value ($000) $20,215 Shares 35,139 Est. Cost $969.92 Unrealized
GOOGLE INC 1.2%
Value ($000) $20,051 Shares 34,294 Est. Cost $584.68 Unrealized
EXPRESS SCRIPTS HOLDING CO 1.2%
Value ($000) $18,644 Shares 268,922 Est. Cost $61.74 Unrealized
HXL HEXCEL CORP 1.1%
Value ($000) $18,454 Shares 451,210 Est. Cost $32.98 Unrealized +26.2%
GILD GILEAD SCIENCES INC 1.1%
Value ($000) $17,071 Shares 205,895 Est. Cost $54.10 Unrealized -0.0%
HERTZ GLOBAL HOLDINGS INC 0.8%
Value ($000) $13,030 Shares 464,846 Est. Cost $28.62 Unrealized
HOSPIRA INC 0.7%
Value ($000) $10,943 Shares 213,022 Est. Cost $38.31 Unrealized
RPM RPM INTERNATIONAL INC 0.7%
Value ($000) $10,817 Shares 234,245 Est. Cost $32.57 Unrealized +33.0%
RRX REGAL BELOIT CORP 0.6%
Value ($000) $10,330 Shares 131,495 Est. Cost $69.35 Unrealized +9.4%
TKR TIMKEN CO 0.6%
Value ($000) $9,963 Shares 146,857 Est. Cost $39.97 Unrealized +13.4%
WMB WILLIAMS COS INC 0.6%
Value ($000) $9,167 Shares 157,480 Est. Cost $18.13 Unrealized +33.3%
MANITOWOC INC COM 0.4%
Value ($000) $7,089 Shares 215,724 Est. Cost $32.55 Unrealized
MAS MASCO CORP 0.4%
Value ($000) $6,194 Shares 279,020 Est. Cost $15.87 Unrealized 0.0%
SXT SENSIENT TECHNOLOGIES CORP 0.3%
Value ($000) $5,428 Shares 97,420 Est. Cost $39.63 Unrealized +37.1%
UVSP UNIVEST CORPORATION OF PENNSYLVANIA 0.3%
Value ($000) $5,176 Shares 250,045 Est. Cost $19.59 Unrealized +1.9%
AZZ AZZ INC 0.3%
Value ($000) $5,167 Shares 112,125 Est. Cost $37.30 Unrealized +0.9%
CLARCOR INC 0.3%
Value ($000) $5,147 Shares 83,222 Est. Cost $54.76 Unrealized
CABLEVISION NY GROUP 0.3%
Value ($000) $5,022 Shares 284,555 Est. Cost $17.27 Unrealized
CAG CONAGRA FOODS INC 0.3%
Value ($000) $4,764 Shares 160,520 Est. Cost $16.31 Unrealized -0.1%
KRAFT FOODS GROUP INC 0.3%
Value ($000) $4,435 Shares 73,974 Est. Cost $57.38 Unrealized
FRESH MARKET INC 0.3%
Value ($000) $4,294 Shares 128,305 Est. Cost $38.03 Unrealized
NFG NATIONAL FUEL GAS CO 0.3%
Value ($000) $4,225 Shares 53,960 Est. Cost $61.37 Unrealized +20.1%
AQUA AMERICA INC 0.3%
Value ($000) $4,206 Shares 160,397 Est. Cost $25.83 Unrealized
AP AMPCO-PITTSBURG CORP 0.3%
Value ($000) $4,072 Shares 177,485 Est. Cost $17.69 Unrealized +5.8%
NORTHWEST NATURAL GAS CO 0.2%
Value ($000) $3,945 Shares 83,665 Est. Cost $43.65 Unrealized
CIT GROUP INC 0.2%
Value ($000) $3,899 Shares 85,200 Est. Cost $47.74 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,830 Shares 118,700 Est. Cost $28.32 Unrealized -1.0%
DVA DAVITA HEALTHCARE PARTNERS INC 0.2%
Value ($000) $3,466 Shares 47,925 Est. Cost $69.54 Unrealized 0.0%
JOHNSON CTLS INC 0.2%
Value ($000) $3,287 Shares 65,830 Est. Cost $49.93 Unrealized
VOD VODAFONE GROUP PLC 0.2%
Value ($000) $3,082 Shares 92,311 Est. Cost $36.81 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $2,829 Shares 50,124 Est. Cost $26.61 Unrealized +23.9%
ILMN ILLUMINA INC 0.2%
Value ($000) $2,765 Shares 15,486 Est. Cost $64.01 Unrealized +133.1%
MARATHON OIL CORP 0.2%
Value ($000) $2,666 Shares 66,775 Est. Cost $39.93 Unrealized
SUSQUEHANNA BANCSHARES INC PA 0.2%
Value ($000) $2,554 Shares 241,870 Est. Cost $10.56 Unrealized
GNC HOLDINGS INC 0.2%
Value ($000) $2,545 Shares 74,625 Est. Cost $34.10 Unrealized
MEDTRONIC 0.2%
Value ($000) $2,417 Shares 37,911 Est. Cost $51.47 Unrealized
GENERAL ELECTRIC CORP 0.1%
Value ($000) $2,367 Shares 90,054 Est. Cost $23.80 Unrealized
POR PORTLAND GENERAL 0.1%
Value ($000) $2,326 Shares 67,080 Est. Cost $19.65 Unrealized +10.0%
TTEK TETRA TECH INC 0.1%
Value ($000) $2,159 Shares 78,519 Est. Cost $5.30 Unrealized +3.3%
XYL XYLEM INC 0.1%
Value ($000) $2,153 Shares 55,094 Est. Cost $23.32 Unrealized +38.2%
REGN REGENERON PHARMACEUTICALS INC 0.1%
Value ($000) $2,013 Shares 7,125 Est. Cost $299.12 Unrealized -1.5%
T AT & T INC 0.1%
Value ($000) $1,940 Shares 54,858 Est. Cost $11.39 Unrealized +3.4%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $1,916 Shares 20,610 Est. Cost $53.68 Unrealized +22.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,857 Shares 18,433 Est. Cost $70.06 Unrealized +6.8%
ALLIANT TECHSYSTEMS INC 0.1%
Value ($000) $1,788 Shares 13,350 Est. Cost $82.35 Unrealized
AL AIR LEASE CORP 0.1%
Value ($000) $1,630 Shares 42,250 Est. Cost $24.68 Unrealized +32.0%
COTT CORPORATION 0.1%
Value ($000) $1,620 Shares 229,154 Est. Cost $7.86 Unrealized
AAP ADVANCED AUTO PARTS 0.1%
Value ($000) $1,483 Shares 10,990 Est. Cost $72.11 Unrealized +50.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,450 Shares 16,914 Est. Cost $41.22 Unrealized +29.4%
MRK MERCK & CO INC 0.1%
Value ($000) $1,413 Shares 24,433 Est. Cost $30.72 Unrealized +23.6%
BOSTON PRIVATE FINANCIAL HOLDING 0.1%
Value ($000) $1,376 Shares 102,400 Est. Cost $13.52 Unrealized
TG TREDEGAR CORPORATION 0.1%
Value ($000) $1,363 Shares 58,230 Est. Cost $12.91 Unrealized -8.6%
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $1,320 Shares 13,114 Est. Cost $53.69 Unrealized +15.2%
LLY ELI LILLY & CO 0.1%
Value ($000) $1,254 Shares 20,170 Est. Cost $42.28 Unrealized +13.6%
YORW YORK WATER CO 0.1%
Value ($000) $1,246 Shares 59,860 Est. Cost $14.26 Unrealized +10.9%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,237 Shares 12,075 Est. Cost $14.19 Unrealized +26.3%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,218 Shares 11,641 Est. Cost $60.42 Unrealized +21.1%
PFE PFIZER INC 0.1%
Value ($000) $1,163 Shares 39,186 Est. Cost $16.47 Unrealized +6.5%
GLOBAL BRASS & COPPER HOLDINGS 0.1%
Value ($000) $1,125 Shares 66,575 Est. Cost $15.86 Unrealized
ITT CORP 0.1%
Value ($000) $1,119 Shares 23,268 Est. Cost $29.42 Unrealized
NI NISOURCE INC 0.1%
Value ($000) $1,070 Shares 27,189 Est. Cost $7.81 Unrealized +28.8%
FNB FNB CORPORATION 0.1%
Value ($000) $1,066 Shares 83,150 Est. Cost $7.90 Unrealized +2.0%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $1,012 Shares 25,000 Est. Cost $45.61 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $989 Shares 23,572 Est. Cost $16.35 Unrealized +17.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $975 Shares 20,092 Est. Cost $29.28 Unrealized +14.4%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $972 Shares 7,560 Est. Cost $63.99 Unrealized +31.1%
IART INTEGRA LIFESCIENCES CORP 0.1%
Value ($000) $929 Shares 19,750 Est. Cost $21.34 Unrealized -3.4%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $917 Shares 13,825 Est. Cost $40.02 Unrealized +22.8%
MSFT MICROSOFT CORP 0.1%
Value ($000) $853 Shares 20,448 Est. Cost $26.70 Unrealized +27.2%
SO SOUTHERN CO 0.1%
Value ($000) $830 Shares 18,285 Est. Cost $26.43 Unrealized +2.1%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $819 Shares 9,200 Est. Cost $48.14 Unrealized +24.2%
INTREXON CORP 0.0%
Value ($000) $731 Shares 29,100 Est. Cost $25.12 Unrealized
GSV CAPITAL CORP 0.0%
Value ($000) $724 Shares 68,500 Est. Cost $11.59 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $717 Shares 20,192 Est. Cost $16.47 Unrealized +13.8%
PICO HOLDINGS INC 0.0%
Value ($000) $668 Shares 28,135 Est. Cost $26.00 Unrealized
SOTHEBY'S 0.0%
Value ($000) $666 Shares 15,850 Est. Cost $42.02 Unrealized
QUESTAR CORP 0.0%
Value ($000) $659 Shares 26,587 Est. Cost $23.85 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $640 Shares 15,099 Est. Cost $27.63 Unrealized +1.7%
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $625 Shares 4,000 Est. Cost $92.25 Unrealized
FRISCHS RESTAURANTS INC 0.0%
Value ($000) $622 Shares 26,350 Est. Cost $23.66 Unrealized
CSX CSX CORPORATION 0.0%
Value ($000) $617 Shares 20,025 Est. Cost $6.66 Unrealized +21.5%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $584 Shares 7,868 Est. Cost $41.92 Unrealized +6.1%
MEADWESTVACO CORP 0.0%
Value ($000) $563 Shares 12,710 Est. Cost $44.30 Unrealized
SPRINT CORP 0.0%
Value ($000) $560 Shares 65,636 Est. Cost $9.33 Unrealized
NDAQ NASDAQ OMX GROUP, INC. 0.0%
Value ($000) $525 Shares 13,600 Est. Cost $10.13 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $524 Shares 6,475 Est. Cost $58.11 Unrealized +3.4%
ARTNA ARTESIAN RESOURCES CORP 0.0%
Value ($000) $514 Shares 22,850 Est. Cost $15.10 Unrealized +3.1%
GIS GENERAL MILLS 0.0%
Value ($000) $511 Shares 9,727 Est. Cost $31.98 Unrealized +11.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $492 Shares 12,057 Est. Cost $21.84 Unrealized +18.0%
PEOPLES UNITED FINANCIAL, INC 0.0%
Value ($000) $462 Shares 30,460 Est. Cost $14.90 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $447 Shares 5,110 Est. Cost $49.85 Unrealized +31.3%
PROCERA NETWORKS INC 0.0%
Value ($000) $442 Shares 43,829 Est. Cost $13.74 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $408 Shares 7,783 Est. Cost $39.20 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $394 Shares 1,511 Est. Cost $250.83 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $393 Shares 2,547 Est. Cost $90.74 Unrealized +22.0%
LQD ISHARES IBOXX $ INV GRD CORP BOND FD 0.0%
Value ($000) $379 Shares 3,175 Est. Cost $113.71 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $362 Shares 5,002 Est. Cost $30.42 Unrealized +7.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $358 Shares 3,585 Est. Cost $66.80 Unrealized +11.9%
CME CME GROUP INC 0.0%
Value ($000) $355 Shares 5,000 Est. Cost $39.16 Unrealized +13.5%
TALISMAN ENERGY INC 0.0%
Value ($000) $350 Shares 33,000 Est. Cost $11.58 Unrealized
HILLSHIRE BRANDS COMPANY 0.0%
Value ($000) $347 Shares 5,570 Est. Cost $33.08 Unrealized
TYCO INTERNATIONAL LTD 0.0%
Value ($000) $343 Shares 7,525 Est. Cost $32.96 Unrealized
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $336 Shares 4,930 Est. Cost $44.60 Unrealized +14.9%
ELIZABETH ARDEN INC 0.0%
Value ($000) $334 Shares 15,600 Est. Cost $21.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $333 Shares 2,995 Est. Cost $69.39 Unrealized +3.4%
MET METLIFE INC 0.0%
Value ($000) $330 Shares 5,940 Est. Cost $24.43 Unrealized +30.3%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $329 Shares 1,043 Est. Cost $223.81 Unrealized +34.5%
NATIONAL-OILWELL INC 0.0%
Value ($000) $305 Shares 3,702 Est. Cost $69.30 Unrealized
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $303 Shares 8,450 Est. Cost $22.29 Unrealized +23.7%
TIP ISHARES BARCLAYS TIPS BOND ETF 0.0%
Value ($000) $294 Shares 2,550 Est. Cost $115.29 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $279 Shares 5,565 Est. Cost $20.18 Unrealized -3.9%
COMPUGEN LTD 0.0%
Value ($000) $277 Shares 30,800 Est. Cost $8.99 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $267 Shares 5,960 Est. Cost $30.75 Unrealized +11.6%
MITTX MFS MASSACHUSETTS INVS TR #12 0.0%
Value ($000) $255 Shares 8,840 Est. Cost $28.85 Unrealized
SBH SALLY BEAUTY CO 0.0%
Value ($000) $251 Shares 10,000 Est. Cost $25.82 Unrealized 0.0%
CUTERA INC 0.0%
Value ($000) $244 Shares 23,500 Est. Cost $8.90 Unrealized
NBHC NATIONAL BANK HOLDINGS CO 0.0%
Value ($000) $223 Shares 11,200 Est. Cost $14.46 Unrealized +7.2%
SANDRIDGE ENERGY INC 0.0%
Value ($000) $199 Shares 27,800 Est. Cost $6.14 Unrealized
BGC PARTNERS 0.0%
Value ($000) $173 Shares 23,250 Est. Cost $6.00 Unrealized
RITE AID CORP 0.0%
Value ($000) $163 Shares 22,764 Est. Cost $2.86 Unrealized
MFS CHARTER INCOME TRUST 0.0%
Value ($000) $111 Shares 12,000 Est. Cost $9.17 Unrealized
First Niagara Financial Group Inc 0.0%
Value ($000) $102 Shares 11,711 Est. Cost $10.08 Unrealized
EIPAX EATON VANCE PA MUNICIPALS 0.0%
Value ($000) $101 Shares 11,204 Est. Cost $8.93 Unrealized
DREYFUS HIGH YIELD 0.0%
Value ($000) $91 Shares 13,269 Est. Cost $6.86 Unrealized
MFS INTER INCOME TRUST 0.0%
Value ($000) $85 Shares 16,100 Est. Cost $5.16 Unrealized