FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

Location: Bethesda, MD

CIK: 0001119254 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Apr 8, 2015

Total Value: $449M (100.0% shares, 0.0% debt)

Holdings (127)

BMY BMY 2.3%
Value $10.32M Shares 159,971 Est. Cost $29.02 Unrealized +49.7%
PFE PFE 2.2%
Value $9.763M Shares 280,614 Est. Cost $16.58 Unrealized +21.3%
LOW LOW 2.1%
Value $9.246M Shares 124,297 Est. Cost $32.59 Unrealized +80.8%
PEP PEP 2.0%
Value $9.178M Shares 95,989 Est. Cost $56.55 Unrealized +23.2%
BRKB 2.0%
Value $9.152M Shares 63,417 Est. Cost $114.50 Unrealized
JNJ JNJ 2.0%
Value $8.871M Shares 88,182 Est. Cost $60.65 Unrealized +23.9%
CHD CHD 2.0%
Value $8.865M Shares 103,779 Est. Cost $28.43 Unrealized +26.8%
MAR MAR 2.0%
Value $8.856M Shares 110,264 Est. Cost $52.91 Unrealized +35.4%
PFF PFF 1.9%
Value $8.618M Shares 214,864 Est. Cost $39.33 Unrealized
QCOM QCOM 1.9%
Value $8.552M Shares 123,336 Est. Cost $47.14 Unrealized +9.6%
UNP UNP 1.8%
Value $8.288M Shares 76,519 Est. Cost $67.47 Unrealized +36.1%
MSFT MSFT 1.8%
Value $8.168M Shares 200,918 Est. Cost $34.11 Unrealized +9.2%
GE 1.8%
Value $8.103M Shares 326,612 Est. Cost $23.35 Unrealized
D D 1.8%
Value $7.964M Shares 112,377 Est. Cost $35.29 Unrealized +32.0%
CLX CLX 1.8%
Value $7.937M Shares 71,896 Est. Cost $60.40 Unrealized +32.4%
WFC WFC 1.8%
Value $7.9M Shares 145,225 Est. Cost $27.85 Unrealized +43.1%
VZ VZ 1.7%
Value $7.629M Shares 156,889 Est. Cost $27.02 Unrealized +2.2%
DD 1.7%
Value $7.492M Shares 104,832 Est. Cost $53.49 Unrealized
TJX TJX 1.6%
Value $7.054M Shares 100,702 Est. Cost $21.28 Unrealized +37.6%
WYN 1.6%
Value $6.997M Shares 77,342 Est. Cost $73.68 Unrealized
VFC VFC 1.6%
Value $6.99M Shares 92,819 Est. Cost $49.97 Unrealized +38.5%
UTX 1.5%
Value $6.947M Shares 59,273 Est. Cost $96.74 Unrealized
MDLZ MDLZ 1.5%
Value $6.842M Shares 189,583 Est. Cost $23.30 Unrealized +21.6%
COP COP 1.5%
Value $6.796M Shares 109,154 Est. Cost $40.29 Unrealized +13.1%
AMGN 1.5%
Value $6.699M Shares 41,908 Est. Cost $100.76 Unrealized
YUM YUM 1.4%
Value $6.395M Shares 81,243 Est. Cost $39.35 Unrealized +13.2%
CVX CVX 1.4%
Value $6.192M Shares 58,983 Est. Cost $71.21 Unrealized -6.0%
ICF ICF 1.4%
Value $6.143M Shares 60,740 Est. Cost $82.31 Unrealized
GOOGL 1.3%
Value $6.05M Shares 10,906 Est. Cost $554.74 Unrealized
V V 1.3%
Value $5.999M Shares 91,707 Est. Cost $61.28 Unrealized 0.0%
BAC 1.3%
Value $5.989M Shares 389,146 Est. Cost $15.66 Unrealized
UL 1.3%
Value $5.972M Shares 143,169 Est. Cost $40.46 Unrealized
MCHP MCHP 1.3%
Value $5.948M Shares 121,640 Est. Cost $18.68 Unrealized +3.6%
EMR EMR 1.3%
Value $5.803M Shares 102,493 Est. Cost $40.60 Unrealized +6.9%
MCD MCD 1.3%
Value $5.703M Shares 58,532 Est. Cost $71.69 Unrealized +0.6%
INTC INTC 1.2%
Value $5.539M Shares 177,141 Est. Cost $17.44 Unrealized +49.1%
DOV DOV 1.2%
Value $5.501M Shares 79,592 Est. Cost $40.91 Unrealized +16.0%
NEE NEE 1.1%
Value $5.063M Shares 48,659 Est. Cost $14.29 Unrealized +39.0%
XOM XOM 1.1%
Value $5.049M Shares 59,403 Est. Cost $53.94 Unrealized +3.0%
NKE NKE 1.1%
Value $4.962M Shares 49,453 Est. Cost $27.53 Unrealized +51.4%
XEL XEL 1.1%
Value $4.937M Shares 141,834 Est. Cost $19.93 Unrealized +27.1%
ANTM 1.0%
Value $4.606M Shares 29,830 Est. Cost $125.66 Unrealized
GPC GPC 1.0%
Value $4.581M Shares 49,156 Est. Cost $55.31 Unrealized +27.3%
T T 1.0%
Value $4.377M Shares 134,059 Est. Cost $11.81 Unrealized -0.1%
HCP 0.9%
Value $4.259M Shares 98,560 Est. Cost $44.17 Unrealized
AMJ 0.9%
Value $4.134M Shares 96,581 Est. Cost $46.34 Unrealized
NVS NVS 0.9%
Value $4.095M Shares 41,528 Est. Cost $73.50 Unrealized
CSCO CSCO 0.9%
Value $4.094M Shares 148,745 Est. Cost $15.24 Unrealized +31.9%
IBB IBB 0.9%
Value $4.07M Shares 11,850 Est. Cost $238.38 Unrealized
KMI 0.9%
Value $4.012M Shares 95,395 Est. Cost $42.31 Unrealized
AAPL 0.8%
Value $3.739M Shares 30,050 Est. Cost $93.95 Unrealized
XLNX 0.8%
Value $3.564M Shares 84,259 Est. Cost $44.06 Unrealized
XLY XLY 0.8%
Value $3.472M Shares 46,077 Est. Cost $57.66 Unrealized
XLB XLB 0.7%
Value $3.36M Shares 68,891 Est. Cost $39.15 Unrealized
CELG 0.7%
Value $3.256M Shares 28,243 Est. Cost $103.44 Unrealized
PX 0.7%
Value $3.196M Shares 26,474 Est. Cost $117.39 Unrealized
MO MO 0.7%
Value $3.121M Shares 62,394 Est. Cost $23.79 Unrealized +10.1%
PG PG 0.7%
Value $3.014M Shares 36,788 Est. Cost $55.28 Unrealized +15.0%
EPD EPD 0.6%
Value $2.872M Shares 87,203 Est. Cost $51.36 Unrealized
ED ED 0.6%
Value $2.832M Shares 46,432 Est. Cost $37.58 Unrealized +16.3%
ROP ROP 0.6%
Value $2.814M Shares 16,360 Est. Cost $117.30 Unrealized +29.3%
SRTRP 0.6%
Value $2.74M Shares 107,325 Est. Cost $25.26 Unrealized
WMT WMT 0.6%
Value $2.738M Shares 33,288 Est. Cost $20.09 Unrealized +14.7%
ESRX 0.6%
Value $2.665M Shares 30,713 Est. Cost $65.93 Unrealized
SWJ 0.6%
Value $2.655M Shares 103,385 Est. Cost $24.17 Unrealized
MON 0.6%
Value $2.536M Shares 22,530 Est. Cost $100.18 Unrealized
PJH 0.5%
Value $2.384M Shares 91,887 Est. Cost $24.46 Unrealized
MET+B 0.5%
Value $2.357M Shares 90,976 Est. Cost $25.20 Unrealized
BCR 0.5%
Value $2.282M Shares 13,636 Est. Cost $147.09 Unrealized
MTB MTB 0.5%
Value $2.114M Shares 16,645 Est. Cost $76.66 Unrealized +16.5%
MMM MMM 0.5%
Value $2.084M Shares 12,633 Est. Cost $63.05 Unrealized +53.6%
XLF XLF 0.4%
Value $2.008M Shares 83,295 Est. Cost $20.47 Unrealized
PM PM 0.4%
Value $1.984M Shares 26,342 Est. Cost $49.26 Unrealized -4.4%
PNC PNC 0.4%
Value $1.981M Shares 21,247 Est. Cost $49.58 Unrealized +29.6%
ES ES 0.4%
Value $1.922M Shares 38,042 Est. Cost $36.21 Unrealized 0.0%
ORCL ORCL 0.4%
Value $1.816M Shares 42,089 Est. Cost $31.33 Unrealized +17.6%
TROW TROW 0.4%
Value $1.732M Shares 21,394 Est. Cost $48.63 Unrealized +12.2%
SCE+F 0.4%
Value $1.714M Shares 67,496 Est. Cost $23.63 Unrealized
KMB KMB 0.4%
Value $1.685M Shares 15,733 Est. Cost $63.25 Unrealized +20.7%
MMP 0.4%
Value $1.622M Shares 21,145 Est. Cost $54.49 Unrealized
APD 0.4%
Value $1.594M Shares 10,540 Est. Cost $144.39 Unrealized
XLU XLU 0.4%
Value $1.579M Shares 35,536 Est. Cost $38.33 Unrealized
GS+B 0.3%
Value $1.513M Shares 59,340 Est. Cost $25.37 Unrealized
IXP IXP 0.3%
Value $1.442M Shares 23,530 Est. Cost $59.75 Unrealized
JPM JPM 0.3%
Value $1.396M Shares 23,042 Est. Cost $36.31 Unrealized +21.9%
XLE XLE 0.3%
Value $1.38M Shares 17,794 Est. Cost $81.97 Unrealized
USB USB 0.3%
Value $1.327M Shares 30,378 Est. Cost $23.83 Unrealized +25.0%
ATO 0.3%
Value $1.315M Shares 23,772 Est. Cost $41.10 Unrealized
ALL+C 0.3%
Value $1.248M Shares 45,092 Est. Cost $25.75 Unrealized
UZA 0.3%
Value $1.236M Shares 48,683 Est. Cost $25.15 Unrealized
SCHW+B 0.3%
Value $1.233M Shares 46,305 Est. Cost $25.42 Unrealized
APA 0.3%
Value $1.177M Shares 19,507 Est. Cost $84.17 Unrealized
USB+O 0.3%
Value $1.169M Shares 47,572 Est. Cost $23.30 Unrealized
PRE 6.5 PERP D PRE+D 0.2%
Value $1.078M Shares 41,659 Est. Cost $25.12 Unrealized
ALL+A 0.2%
Value $1.01M Shares 39,102 Est. Cost $23.39 Unrealized
VAC VAC 0.2%
Value $988K Shares 12,196 Est. Cost $69.53 Unrealized +11.3%
HSBC+A 0.2%
Value $971K Shares 37,900 Est. Cost $24.88 Unrealized
PSA+R 0.2%
Value $949K Shares 35,780 Est. Cost $25.50 Unrealized
TCP 0.2%
Value $947K Shares 14,539 Est. Cost $48.49 Unrealized
JPM+C 0.2%
Value $919K Shares 36,146 Est. Cost $25.34 Unrealized
XLK XLK 0.2%
Value $917K Shares 22,125 Est. Cost $41.34 Unrealized
WFC+T 0.2%
Value $909K Shares 35,194 Est. Cost $25.13 Unrealized
AXP 0.2%
Value $906K Shares 11,594 Est. Cost $74.79 Unrealized
KO KO 0.2%
Value $867K Shares 21,376 Est. Cost $27.73 Unrealized +6.8%
PSB+S 0.2%
Value $833K Shares 32,046 Est. Cost $25.05 Unrealized
AFW 0.2%
Value $780K Shares 28,743 Est. Cost $25.47 Unrealized
BCS+ 0.2%
Value $772K Shares 30,085 Est. Cost $25.49 Unrealized
AFSD 0.2%
Value $745K Shares 29,455 Est. Cost $24.81 Unrealized
AEP 0.2%
Value $730K Shares 12,976 Est. Cost $44.93 Unrealized
WPZ 0.1%
Value $625K Shares 12,702 Est. Cost $49.20 Unrealized
MRK 0.1%
Value $602K Shares 10,478 Est. Cost $56.80 Unrealized
WGL 0.1%
Value $588K Shares 10,429 Est. Cost $54.66 Unrealized
RWX RWX 0.1%
Value $558K Shares 12,890 Est. Cost $41.76 Unrealized
BCS-C 0.1%
Value $554K Shares 21,270 Est. Cost $25.93 Unrealized
JPM+B 0.1%
Value $553K Shares 20,562 Est. Cost $25.92 Unrealized
XLP XLP 0.1%
Value $527K Shares 10,809 Est. Cost $39.83 Unrealized
BBT+D 0.1%
Value $519K Shares 20,331 Est. Cost $24.78 Unrealized
SO SO 0.1%
Value $442K Shares 99,709 Est. Cost $26.84 Unrealized +11.6%
NEE+G 0.1%
Value $428K Shares 16,790 Est. Cost $24.37 Unrealized
NEE+I 0.1%
Value $423K Shares 17,372 Est. Cost $21.52 Unrealized
BBT 0.1%
Value $407K Shares 10,442 Est. Cost $35.17 Unrealized
PBSAY 0.1%
Value $384K Shares 14,283 Est. Cost $25.77 Unrealized
BCS+D 0.1%
Value $364K Shares 13,880 Est. Cost $26.08 Unrealized
PSA+V 0.1%
Value $353K Shares 14,680 Est. Cost $23.37 Unrealized
STT+C 0.1%
Value $334K Shares 13,520 Est. Cost $22.71 Unrealized
VNO+K 0.1%
Value $307K Shares 12,313 Est. Cost $24.12 Unrealized
MENT 0.1%
Value $283K Shares 11,774 Est. Cost $22.00 Unrealized