FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 29, 2014

Total Value ($000): $378,534 (100.0% shares, 0.0% debt)

Holdings (131)

General Electric Company 2.3%
Value ($000) $8,708 Shares 310,700 Est. Cost $23.21 Unrealized
BMY Bristol-Myers Squibb Company 2.2%
Value ($000) $8,214 Shares 154,550 Est. Cost $28.68 Unrealized +19.1%
PFE Pfizer Inc. 2.1%
Value ($000) $8,073 Shares 263,565 Est. Cost $16.45 Unrealized +7.1%
JNJ Johnson & Johnson 2.0%
Value ($000) $7,392 Shares 80,712 Est. Cost $59.71 Unrealized +10.1%
COP ConocoPhillips 1.9%
Value ($000) $7,304 Shares 103,395 Est. Cost $40.02 Unrealized +20.9%
DOV Dover Corporation 1.9%
Value ($000) $7,084 Shares 73,386 Est. Cost $39.99 Unrealized +23.2%
VZ Verizon Communications Inc. 1.8%
Value ($000) $6,994 Shares 142,339 Est. Cost $27.00 Unrealized -1.4%
QCOM Qualcomm, Incorporated 1.8%
Value ($000) $6,935 Shares 93,406 Est. Cost $45.17 Unrealized +11.5%
Berkshire Hathaway Inc. Class 1.8%
Value ($000) $6,878 Shares 58,018 Est. Cost $112.01 Unrealized
CVX Chevron Corporation 1.8%
Value ($000) $6,808 Shares 54,507 Est. Cost $71.34 Unrealized +1.6%
CLX Clorox Company 1.8%
Value ($000) $6,777 Shares 73,062 Est. Cost $60.00 Unrealized +6.3%
D Dominion Resources, Inc. 1.8%
Value ($000) $6,771 Shares 104,673 Est. Cost $34.59 Unrealized +11.9%
EMR Emerson Electric Co. 1.7%
Value ($000) $6,535 Shares 93,123 Est. Cost $40.02 Unrealized +20.4%
MDLZ Mondelez Intl Inc 1.7%
Value ($000) $6,463 Shares 183,095 Est. Cost $23.16 Unrealized +10.2%
PetSmart, Inc. 1.7%
Value ($000) $6,450 Shares 88,667 Est. Cost $66.98 Unrealized
E.I. du Pont De Nemours and Co 1.7%
Value ($000) $6,319 Shares 97,266 Est. Cost $52.50 Unrealized
UNP Union Pacific Corporation 1.7%
Value ($000) $6,259 Shares 37,257 Est. Cost $58.68 Unrealized +3.2%
WFC Wells Fargo & Company 1.6%
Value ($000) $6,239 Shares 137,431 Est. Cost $27.36 Unrealized +12.4%
MCD McDonald's Corporation 1.6%
Value ($000) $6,160 Shares 63,495 Est. Cost $71.65 Unrealized -2.3%
United Technologies Corporatio 1.6%
Value ($000) $6,104 Shares 53,643 Est. Cost $95.30 Unrealized
IBM International Business Machine 1.6%
Value ($000) $6,100 Shares 32,522 Est. Cost $117.96 Unrealized -9.8%
PFF iShares US Preferred Index 1.6%
Value ($000) $6,092 Shares 165,423 Est. Cost $39.22 Unrealized
LOW Lowe's Companies, Inc. 1.6%
Value ($000) $6,078 Shares 122,674 Est. Cost $32.16 Unrealized +21.7%
XOM Exxon Mobil Corporation 1.6%
Value ($000) $5,971 Shares 59,004 Est. Cost $53.78 Unrealized +4.0%
TJX TJX Companies, Inc. 1.5%
Value ($000) $5,827 Shares 91,438 Est. Cost $20.84 Unrealized +23.4%
VFC V F Corp 1.5%
Value ($000) $5,766 Shares 92,500 Est. Cost $49.66 Unrealized +4.9%
Wyndham Worldwide Corp 1.5%
Value ($000) $5,690 Shares 77,219 Est. Cost $73.69 Unrealized
YUM YUM! Brands, Inc. 1.5%
Value ($000) $5,665 Shares 74,927 Est. Cost $38.97 Unrealized +4.9%
Unilever Plc ADR 1.4%
Value ($000) $5,467 Shares 132,715 Est. Cost $40.41 Unrealized
PEP PepsiCo, Inc. 1.3%
Value ($000) $4,981 Shares 60,066 Est. Cost $56.02 Unrealized +3.1%
Amgen Inc. 1.2%
Value ($000) $4,578 Shares 40,137 Est. Cost $99.04 Unrealized
INTC Intel Corporation 1.2%
Value ($000) $4,514 Shares 173,931 Est. Cost $17.17 Unrealized +4.4%
T AT&T Inc. 1.2%
Value ($000) $4,456 Shares 126,735 Est. Cost $11.36 Unrealized -1.7%
Plum Creek Timber Company, Inc 1.1%
Value ($000) $4,348 Shares 93,500 Est. Cost $46.67 Unrealized
CAT Caterpillar Inc. 1.1%
Value ($000) $4,198 Shares 46,232 Est. Cost $61.55 Unrealized +1.8%
NEE NextEra Energy Inc. 1.1%
Value ($000) $4,179 Shares 48,815 Est. Cost $14.16 Unrealized +8.0%
Walgreen Co. 1.1%
Value ($000) $4,051 Shares 70,531 Est. Cost $44.19 Unrealized
JPM/Alerian MLP Index ETN 1.1%
Value ($000) $3,993 Shares 86,162 Est. Cost $46.52 Unrealized
Xilinx Inc 1.1%
Value ($000) $3,983 Shares 86,740 Est. Cost $43.96 Unrealized
XEL Xcel Energy Inc. 1.0%
Value ($000) $3,883 Shares 139,001 Est. Cost $19.77 Unrealized -3.6%
SO Southern Company 1.0%
Value ($000) $3,820 Shares 92,942 Est. Cost $26.70 Unrealized -8.0%
ICF iShares Cohen & Steers Realty 1.0%
Value ($000) $3,820 Shares 51,134 Est. Cost $80.49 Unrealized
GPC Genuine Parts Company 1.0%
Value ($000) $3,799 Shares 45,671 Est. Cost $54.12 Unrealized +5.7%
CSCO Cisco Systems, Inc. 0.9%
Value ($000) $3,567 Shares 159,033 Est. Cost $15.24 Unrealized -0.2%
NKE NIKE, Inc. Class B 0.9%
Value ($000) $3,448 Shares 43,851 Est. Cost $26.53 Unrealized +23.9%
MSFT Microsoft Corporation 0.9%
Value ($000) $3,396 Shares 90,794 Est. Cost $26.72 Unrealized +12.4%
HCP Inc. 0.9%
Value ($000) $3,367 Shares 92,707 Est. Cost $44.57 Unrealized
NVS Novartis AG Sponsored ADR 0.8%
Value ($000) $3,062 Shares 38,100 Est. Cost $71.24 Unrealized
XLB Select Sector SPDR Trust-Mater 0.8%
Value ($000) $3,033 Shares 65,636 Est. Cost $38.33 Unrealized
MAR Marriott International, Inc. 0.8%
Value ($000) $2,958 Shares 59,940 Est. Cost $36.70 Unrealized +9.8%
XLY Select Sector SPDR Trust-Consu 0.8%
Value ($000) $2,845 Shares 42,572 Est. Cost $56.52 Unrealized
PG Procter & Gamble Company 0.7%
Value ($000) $2,832 Shares 34,787 Est. Cost $55.03 Unrealized +5.4%
Praxair, Inc. 0.7%
Value ($000) $2,823 Shares 21,716 Est. Cost $115.22 Unrealized
EPD Enterprise Prd Prtnrs LP 0.7%
Value ($000) $2,805 Shares 42,315 Est. Cost $62.11 Unrealized
WellPoint, Inc. 0.7%
Value ($000) $2,709 Shares 29,327 Est. Cost $81.91 Unrealized
PartnerRe Ltd. 0.7%
Value ($000) $2,478 Shares 23,508 Est. Cost $90.58 Unrealized
Kinder Morgan Energy Partners 0.6%
Value ($000) $2,445 Shares 30,320 Est. Cost $85.11 Unrealized
ED Consolidated Edison, Inc. 0.6%
Value ($000) $2,426 Shares 43,900 Est. Cost $37.47 Unrealized -4.2%
WMT Wal-Mart Stores, Inc. 0.6%
Value ($000) $2,398 Shares 30,485 Est. Cost $19.99 Unrealized +1.8%
Monsanto Company 0.6%
Value ($000) $2,397 Shares 20,569 Est. Cost $98.78 Unrealized
MO Altria Group, Inc. 0.6%
Value ($000) $2,380 Shares 62,010 Est. Cost $16.27 Unrealized +5.4%
Metlife 6.5% 0.6%
Value ($000) $2,334 Shares 93,771 Est. Cost $25.20 Unrealized
Bank Of America Corporation 0.6%
Value ($000) $2,138 Shares 137,340 Est. Cost $12.93 Unrealized
PM Philip Morris Intl Inc 0.6%
Value ($000) $2,095 Shares 24,047 Est. Cost $49.49 Unrealized -3.3%
Celgene Corp 0.5%
Value ($000) $2,009 Shares 11,893 Est. Cost $117.60 Unrealized
Stanley Black&Decker 5.75% 0.5%
Value ($000) $1,984 Shares 92,840 Est. Cost $24.10 Unrealized
ELME Washington Real Estate Investm 0.5%
Value ($000) $1,982 Shares 84,855 Est. Cost $26.90 Unrealized
ROP Roper Industries Inc. 0.5%
Value ($000) $1,981 Shares 14,286 Est. Cost $113.76 Unrealized +6.2%
MMM 3M Company 0.5%
Value ($000) $1,948 Shares 13,889 Est. Cost $62.08 Unrealized +17.1%
CHD Church & Dwight Co., Inc. 0.5%
Value ($000) $1,930 Shares 29,127 Est. Cost $26.18 Unrealized +4.1%
Apache Corporation 0.5%
Value ($000) $1,831 Shares 21,314 Est. Cost $83.91 Unrealized
NUE Nucor Corporation 0.5%
Value ($000) $1,818 Shares 34,074 Est. Cost $32.41 Unrealized +18.2%
Magellan Midstream Partners, L 0.4%
Value ($000) $1,697 Shares 26,830 Est. Cost $54.49 Unrealized
KMB Kimberly-Clark Corporation 0.4%
Value ($000) $1,626 Shares 15,573 Est. Cost $62.95 Unrealized +5.4%
MTB M & T Bank 0.4%
Value ($000) $1,601 Shares 13,752 Est. Cost $73.29 Unrealized +11.1%
Prudential Fin 5.75% 0.4%
Value ($000) $1,601 Shares 75,835 Est. Cost $24.39 Unrealized
Northeast Utilities 0.4%
Value ($000) $1,568 Shares 37,009 Est. Cost $42.01 Unrealized
Express Scripts, Inc. 0.4%
Value ($000) $1,551 Shares 22,090 Est. Cost $61.71 Unrealized
TROW T. Rowe Price Group, Inc. 0.4%
Value ($000) $1,527 Shares 18,232 Est. Cost $47.69 Unrealized +5.9%
PNC PNC Financial Services Group 0.4%
Value ($000) $1,414 Shares 18,233 Est. Cost $47.72 Unrealized +8.7%
Goldman Sachs 6.2% 0.4%
Value ($000) $1,405 Shares 62,487 Est. Cost $24.98 Unrealized
JPM JPMorgan Chase & Co. 0.4%
Value ($000) $1,388 Shares 23,741 Est. Cost $36.31 Unrealized +9.1%
XLF Select Sector SPDR Trust-Finan 0.4%
Value ($000) $1,370 Shares 62,688 Est. Cost $19.52 Unrealized
SCE Trust 5.625% 0.4%
Value ($000) $1,354 Shares 67,400 Est. Cost $23.60 Unrealized
IXP Ishares Tr S&P Global 0.4%
Value ($000) $1,351 Shares 19,783 Est. Cost $59.44 Unrealized
Atmos Energy Corporation 0.4%
Value ($000) $1,326 Shares 29,216 Est. Cost $41.10 Unrealized
BHP Billiton Limited 0.3%
Value ($000) $1,299 Shares 19,052 Est. Cost $57.96 Unrealized
XLE Select Sector SPDR Trust-Energ 0.3%
Value ($000) $1,233 Shares 13,933 Est. Cost $78.70 Unrealized
Citigroup Cap 6.35% 0.3%
Value ($000) $1,214 Shares 48,492 Est. Cost $25.06 Unrealized
XLU Select Sector SPDR Trust-Utili 0.3%
Value ($000) $1,199 Shares 31,595 Est. Cost $37.62 Unrealized
Air Products and Chemicals, In 0.3%
Value ($000) $1,187 Shares 10,624 Est. Cost $92.00 Unrealized
DCP Midstream Partners 0.3%
Value ($000) $1,162 Shares 23,086 Est. Cost $53.97 Unrealized
American Express Company 0.3%
Value ($000) $1,150 Shares 12,685 Est. Cost $74.79 Unrealized
M&T Capital Pfd 8.50% 0.3%
Value ($000) $1,128 Shares 43,422 Est. Cost $25.82 Unrealized
ORCL Oracle Corporation 0.3%
Value ($000) $1,064 Shares 27,832 Est. Cost $27.69 Unrealized +4.0%
Deutsche Bank 6.625% 0.3%
Value ($000) $1,053 Shares 42,364 Est. Cost $25.02 Unrealized
USB U.S. Bancorp 0.3%
Value ($000) $980 Shares 24,268 Est. Cost $22.41 Unrealized +13.2%
JP Morgan Chase & Co. Pfd 6.7% 0.3%
Value ($000) $972 Shares 38,425 Est. Cost $25.34 Unrealized
PRE 6.5 PERP D Partner Re D 6.5% 0.3%
Value ($000) $971 Shares 42,909 Est. Cost $25.12 Unrealized
KO Coca-Cola Company 0.3%
Value ($000) $964 Shares 23,346 Est. Cost $27.73 Unrealized -2.8%
Allstate Corp 6.75% 0.3%
Value ($000) $962 Shares 37,530 Est. Cost $25.63 Unrealized
HSBC Hldgs 6.2% 0.2%
Value ($000) $935 Shares 37,890 Est. Cost $24.86 Unrealized
Duke Realty 6.625% 0.2%
Value ($000) $909 Shares 38,805 Est. Cost $24.99 Unrealized
TC Pipelines LP 0.2%
Value ($000) $854 Shares 17,651 Est. Cost $48.28 Unrealized
US Bancorp 5.15% 0.2%
Value ($000) $849 Shares 42,548 Est. Cost $23.36 Unrealized
Allstate Corp 5.625% 0.2%
Value ($000) $782 Shares 37,240 Est. Cost $23.30 Unrealized
Charles Schwab 6.0% 0.2%
Value ($000) $762 Shares 34,729 Est. Cost $25.44 Unrealized
Select Sector SPDR Trust-Techn 0.2%
Value ($000) $762 Shares 21,329 Est. Cost $30.59 Unrealized
American Electric Power Compan 0.2%
Value ($000) $745 Shares 15,940 Est. Cost $44.77 Unrealized
Dominion Res 8.375 Jr Sub Nts 0.2%
Value ($000) $737 Shares 28,640 Est. Cost $26.25 Unrealized
Barclays Bk Plc 6.625% 0.2%
Value ($000) $726 Shares 30,115 Est. Cost $24.71 Unrealized
US Cellular 6.95% 0.2%
Value ($000) $709 Shares 31,340 Est. Cost $25.10 Unrealized
Access Midstream Ptrs LP 0.2%
Value ($000) $708 Shares 12,530 Est. Cost $47.68 Unrealized
Duke Energy Corporation 0.2%
Value ($000) $702 Shares 10,179 Est. Cost $67.39 Unrealized
PS Bus Parks 6.45% 0.2%
Value ($000) $670 Shares 30,688 Est. Cost $25.09 Unrealized
Aflac Inc 5.5% 0.2%
Value ($000) $652 Shares 30,755 Est. Cost $24.81 Unrealized
Amer Fin 6.375% 0.2%
Value ($000) $649 Shares 27,443 Est. Cost $25.47 Unrealized
Deutsche Bank 7.35% 0.2%
Value ($000) $600 Shares 23,681 Est. Cost $25.35 Unrealized
Public Storage 6.35% 0.2%
Value ($000) $597 Shares 25,570 Est. Cost $25.46 Unrealized
Hewlett-Packard Company 0.2%
Value ($000) $575 Shares 20,569 Est. Cost $24.79 Unrealized
Merck & Co., Inc. 0.1%
Value ($000) $553 Shares 11,051 Est. Cost $47.59 Unrealized
BB&T Corporation 0.1%
Value ($000) $551 Shares 14,782 Est. Cost $34.22 Unrealized
El Paso Pipeline Ptnr Lp 0.1%
Value ($000) $495 Shares 13,753 Est. Cost $43.69 Unrealized
XLP Select Sector SPDR Trust-Consu 0.1%
Value ($000) $467 Shares 10,871 Est. Cost $39.63 Unrealized
SCHW Charles Schwab Corporation 0.1%
Value ($000) $458 Shares 17,623 Est. Cost $20.66 Unrealized 0.0%
Barclays Bank 7.75% 0.1%
Value ($000) $362 Shares 14,310 Est. Cost $25.22 Unrealized
NextEra Energy 8.75 0.1%
Value ($000) $324 Shares 12,740 Est. Cost $26.22 Unrealized
RAYMOND JAMES FINANCIAL INC 6. 0.1%
Value ($000) $256 Shares 10,275 Est. Cost $26.38 Unrealized
NIC Inc. 0.1%
Value ($000) $248 Shares 10,000 Est. Cost $23.02 Unrealized
Nextera Energy 5.7% 0.1%
Value ($000) $218 Shares 10,450 Est. Cost $24.20 Unrealized
Public Storage 5.38% 0.1%
Value ($000) $217 Shares 11,140 Est. Cost $23.44 Unrealized