Palisades Investment Partners, LLC Diversified Active

Location: Santa Monica, CA

CIK: 0001427373 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 28, 2014

Total Value: $56.17T (100.0% shares, 0.0% debt)

Holdings (80)

XOM EXXON MOBIL CORP 4.5%
Value $2.512T Shares 24,955 Est. Cost $54.66 Unrealized +13.2%
JNJ JOHNSON & JOHNSON 3.6%
Value $2.04T Shares 19,500 Est. Cost $60.87 Unrealized +20.2%
WFC WELLS FARGO & CO NEW 3.6%
Value $2.005T Shares 38,150 Est. Cost $27.36 Unrealized +32.7%
GENERAL ELECTRIC CO 3.0%
Value $1.687T Shares 64,200 Est. Cost $23.29 Unrealized
DIS DISNEY WALT CO 2.9%
Value $1.629T Shares 19,000 Est. Cost $56.11 Unrealized +30.9%
CVX CHEVRON CORP NEW 2.6%
Value $1.449T Shares 11,100 Est. Cost $71.30 Unrealized +6.5%
JPM JPMORGAN CHASE & CO 2.4%
Value $1.334T Shares 23,155 Est. Cost $39.23 Unrealized +5.0%
AIG AMERICAN INTL GROUP INC 2.2%
Value $1.228T Shares 22,500 Est. Cost $32.51 Unrealized +24.3%
LLY LILLY ELI & CO 2.1%
Value $1.175T Shares 18,900 Est. Cost $42.22 Unrealized +13.7%
MCHP MICROCHIP TECHNOLOGY INC 2.0%
Value $1.103T Shares 22,600 Est. Cost $15.30 Unrealized +22.1%
T AT&T INC 2.0%
Value $1.096T Shares 31,000 Est. Cost $11.40 Unrealized +3.3%
BAKER HUGHES INC 1.7%
Value $953B Shares 12,800 Est. Cost $65020.00 Unrealized
CVS CVS CAREMARK CORPORATION 1.7%
Value $942.1B Shares 12,500 Est. Cost $41.44 Unrealized +32.5%
CMCSA COMCAST CORP NEW 1.7%
Value $939.4B Shares 17,500 Est. Cost $15.62 Unrealized +26.6%
FITB FIFTH THIRD BANCORP 1.7%
Value $933B Shares 43,700 Est. Cost $11.90 Unrealized +20.0%
PEG PUBLIC SVC ENTERPRISE GROUP 1.6%
Value $925.9B Shares 22,700 Est. Cost $22.69 Unrealized +13.6%
EIX EDISON INTL 1.6%
Value $923.9B Shares 15,900 Est. Cost $30.17 Unrealized +18.9%
ETR ENTERGY CORP NEW 1.6%
Value $919.4B Shares 11,200 Est. Cost $19.54 Unrealized +20.0%
BAC BANK OF AMERICA CORPORATION 1.6%
Value $919.1B Shares 59,800 Est. Cost $10.03 Unrealized +22.1%
CMS CMS ENERGY CORP 1.6%
Value $912.7B Shares 29,300 Est. Cost $19.34 Unrealized +8.5%
HEWLETT PACKARD CO 1.6%
Value $885.8B Shares 26,300 Est. Cost $20313.00 Unrealized
GS GOLDMAN SACHS GROUP INC 1.6%
Value $870.7B Shares 5,200 Est. Cost $120.06 Unrealized +7.2%
HRL HORMEL FOODS CORP 1.5%
Value $863.6B Shares 17,500 Est. Cost $17.52 Unrealized +5.3%
UNITED TECHNOLOGIES CORP 1.5%
Value $854.4B Shares 7,401 Est. Cost $92.94 Unrealized
C CITIGROUP INC 1.5%
Value $824.3B Shares 17,500 Est. Cost $35.76 Unrealized -1.0%
MS MORGAN STANLEY 1.5%
Value $821.2B Shares 25,400 Est. Cost $17.33 Unrealized +31.1%
WYNDHAM WORLDWIDE CORP 1.5%
Value $817.8B Shares 10,800 Est. Cost $75720000.00 Unrealized
DVN DEVON ENERGY CORP NEW 1.4%
Value $801.9B Shares 10,100 Est. Cost $49.04 Unrealized 0.0%
MO ALTRIA GROUP INC 1.4%
Value $784.3B Shares 18,700 Est. Cost $17.12 Unrealized +12.1%
VZ VERIZON COMMUNICATIONS INC 1.4%
Value $778B Shares 15,900 Est. Cost $26.80 Unrealized -0.0%
PNC PNC FINL SVCS GROUP INC 1.4%
Value $765.8B Shares 8,600 Est. Cost $56.79 Unrealized +5.2%
AWK AMERICAN WTR WKS CO INC NEW 1.3%
Value $756.6B Shares 15,300 Est. Cost $32.45 Unrealized +14.8%
PKG PACKAGING CORP AMER 1.3%
Value $750.6B Shares 10,500 Est. Cost $32.81 Unrealized +48.4%
OXY OCCIDENTAL PETE CORP DEL 1.3%
Value $738.9B Shares 7,200 Est. Cost $62.47 Unrealized +5.9%
VMC VULCAN MATLS CO 1.3%
Value $720.4B Shares 11,300 Est. Cost $58.15 Unrealized -0.8%
RAYTHEON CO 1.2%
Value $701.1B Shares 7,600 Est. Cost $77.09 Unrealized
EOG EOG RES INC 1.2%
Value $677.8B Shares 5,800 Est. Cost $50.68 Unrealized +51.3%
CSCO CISCO SYS INC 1.2%
Value $666B Shares 26,800 Est. Cost $15.60 Unrealized +6.7%
INTC INTEL CORP 1.2%
Value $658.2B Shares 21,300 Est. Cost $20.69 Unrealized 0.0%
VCA INC 1.1%
Value $624.6B Shares 17,800 Est. Cost $26.22 Unrealized
ADM ARCHER DANIELS MIDLAND CO 1.1%
Value $617.5B Shares 14,000 Est. Cost $28.61 Unrealized +10.5%
DR PEPPER SNAPPLE GROUP INC 1.1%
Value $615.1B Shares 10,500 Est. Cost $58580000.00 Unrealized
MRK MERCK & CO INC NEW 1.1%
Value $613.2B Shares 10,600 Est. Cost $30.02 Unrealized +26.5%
PRI PRIMERICA INC 1.0%
Value $588.6B Shares 12,300 Est. Cost $44.44 Unrealized +3.3%
RRC RANGE RES CORP 1.0%
Value $582.6B Shares 6,700 Est. Cost $77.91 Unrealized +14.9%
SYK STRYKER CORP 1.0%
Value $581.8B Shares 6,900 Est. Cost $69.03 Unrealized +3.1%
CHESAPEAKE ENERGY CORP 1.0%
Value $581.2B Shares 18,700 Est. Cost $31080000.00 Unrealized
SEE SEALED AIR CORP NEW 1.0%
Value $567.2B Shares 16,600 Est. Cost $27.32 Unrealized 0.0%
EXPRESS SCRIPTS HLDG CO 1.0%
Value $547.7B Shares 7,900 Est. Cost $61.75 Unrealized
ZION ZIONS BANCORPORATION 1.0%
Value $539.3B Shares 18,300 Est. Cost $26.15 Unrealized +12.4%
HESS CORP 0.9%
Value $484.6B Shares 4,900 Est. Cost $66.53 Unrealized
PWR QUANTA SVCS INC 0.8%
Value $432.3B Shares 12,500 Est. Cost $28.12 Unrealized +20.7%
BA BOEING CO 0.7%
Value $407.1B Shares 3,200 Est. Cost $80.37 Unrealized +40.1%
MYLAN INC 0.7%
Value $386.7B Shares 7,500 Est. Cost $31.02 Unrealized
CNO CNO FINL GROUP INC 0.6%
Value $357.8B Shares 20,100 Est. Cost $9.21 Unrealized +45.6%
ZBH ZIMMER HLDGS INC 0.6%
Value $353.1B Shares 3,400 Est. Cost $67.30 Unrealized +31.7%
SWKS SKYWORKS SOLUTIONS INC 0.6%
Value $352.2B Shares 7,500 Est. Cost $17.70 Unrealized +90.4%
AVY AVERY DENNISON CORP 0.6%
Value $348.5B Shares 6,800 Est. Cost $33.15 Unrealized +19.3%
MGM MGM RESORTS INTERNATIONAL 0.6%
Value $345.8B Shares 13,100 Est. Cost $19.24 Unrealized +22.6%
CYTEC INDS INC 0.6%
Value $337.3B Shares 3,200 Est. Cost $81.43 Unrealized
QCOM QUALCOMM INC 0.6%
Value $316.8B Shares 4,000 Est. Cost $57.29 Unrealized 0.0%
REGAL ENTMT GROUP 0.6%
Value $314.4B Shares 14,900 Est. Cost $17.90 Unrealized
OMNICARE INC 0.6%
Value $311.4B Shares 4,678 Est. Cost $47.72 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.6%
Value $309.3B Shares 7,200 Est. Cost $21.78 Unrealized +68.9%
LYV LIVE NATION ENTERTAINMENT IN 0.5%
Value $296.3B Shares 12,000 Est. Cost $21.72 Unrealized +3.5%
WEBMD HEALTH CORP 0.5%
Value $294.6B Shares 6,100 Est. Cost $43.72 Unrealized
PENTAIR LTD 0.5%
Value $289.5B Shares 4,014 Est. Cost $57.68 Unrealized
COF CAPITAL ONE FINL CORP 0.5%
Value $289.1B Shares 3,500 Est. Cost $63.06 Unrealized 0.0%
TD AMERITRADE HLDG CORP 0.5%
Value $275.9B Shares 8,800 Est. Cost $26.71 Unrealized
STT STATE STR CORP 0.5%
Value $275.8B Shares 4,100 Est. Cost $44.60 Unrealized +7.4%
BAX BAXTER INTL INC 0.5%
Value $274.7B Shares 3,800 Est. Cost $31.05 Unrealized +5.3%
VRSN VERISIGN INC 0.5%
Value $268.5B Shares 5,500 Est. Cost $47.86 Unrealized +3.2%
RITE AID CORP 0.5%
Value $265.3B Shares 37,000 Est. Cost $2.86 Unrealized
POR PORTLAND GEN ELEC CO 0.5%
Value $263.5B Shares 7,600 Est. Cost $19.05 Unrealized +13.5%
NTAP NETAPP INC 0.5%
Value $262.9B Shares 7,200 Est. Cost $27.75 Unrealized -3.3%
DE DEERE & CO 0.5%
Value $262.6B Shares 2,900 Est. Cost $74.12 Unrealized 0.0%
CIT GROUP INC 0.5%
Value $260.8B Shares 5,700 Est. Cost $46.63 Unrealized
ARRIS GROUP INC NEW 0.5%
Value $253.7B Shares 7,800 Est. Cost $17.68 Unrealized
E TRADE FINANCIAL CORP 0.5%
Value $253B Shares 11,900 Est. Cost $23020.00 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD 0.4%
Value $199.2B Shares 3,800 Est. Cost $52840.00 Unrealized