FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 10, 2020

Total Value ($000): $669,947 (100.0% shares, 0.0% debt)

Holdings (152)

MSFT MICROSOFT CORP 3.8%
Value ($000) $25,498 Shares 161,678 Est. Cost $37.55 Unrealized +316.3%
AGG ISHARES TR 3.8%
Value ($000) $25,420 Shares 220,334 Est. Cost $113.29 Unrealized
LQD ISHARES TR 2.9%
Value ($000) $19,118 Shares 154,785 Est. Cost $127.40 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $18,609 Shares 73,180 Est. Cost $28.39 Unrealized +150.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.7%
Value ($000) $18,226 Shares 99,686 Est. Cost $169.46 Unrealized +25.4%
UNH UNITEDHEALTH GROUP INC 2.6%
Value ($000) $17,401 Shares 69,775 Est. Cost $108.06 Unrealized +131.1%
V VISA INC 2.5%
Value ($000) $16,610 Shares 103,090 Est. Cost $71.13 Unrealized +154.0%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $15,752 Shares 120,124 Est. Cost $73.51 Unrealized +63.4%
IVV ISHARES TR 2.3%
Value ($000) $15,595 Shares 60,353 Est. Cost $284.49 Unrealized
NEE NEXTERA ENERGY INC 2.2%
Value ($000) $14,923 Shares 62,019 Est. Cost $20.37 Unrealized +166.5%
PGR PROGRESSIVE CORP OHIO 2.2%
Value ($000) $14,814 Shares 200,616 Est. Cost $64.94 Unrealized +0.6%
CLX CLOROX CO DEL 2.2%
Value ($000) $14,735 Shares 85,051 Est. Cost $66.51 Unrealized +108.5%
AMT AMERICAN TOWER CORP NEW 2.2%
Value ($000) $14,693 Shares 67,475 Est. Cost $117.31 Unrealized +68.1%
CHD CHURCH & DWIGHT INC 2.2%
Value ($000) $14,516 Shares 226,172 Est. Cost $40.95 Unrealized +61.7%
GOOGL ALPHABET INC 2.1%
Value ($000) $14,330 Shares 12,333 Est. Cost $36.78 Unrealized +82.8%
IWM ISHARES TR 2.0%
Value ($000) $13,408 Shares 117,143 Est. Cost $160.26 Unrealized
CWB SPDR SER TR 2.0%
Value ($000) $13,361 Shares 279,173 Est. Cost $52.50 Unrealized
DHR DANAHER CORPORATION 2.0%
Value ($000) $13,246 Shares 95,704 Est. Cost $40.79 Unrealized +221.9%
LOW LOWES COS INC 1.9%
Value ($000) $12,897 Shares 149,877 Est. Cost $49.64 Unrealized +98.0%
LLY LILLY ELI & CO 1.9%
Value ($000) $12,833 Shares 92,507 Est. Cost $103.60 Unrealized +23.7%
IEF ISHARES TR 1.9%
Value ($000) $12,679 Shares 104,375 Est. Cost $112.47 Unrealized
TIP ISHARES TR 1.9%
Value ($000) $12,578 Shares 106,665 Est. Cost $116.36 Unrealized
TJX TJX COS INC NEW 1.8%
Value ($000) $12,028 Shares 251,579 Est. Cost $35.62 Unrealized +49.8%
AMZN AMAZON COM INC 1.8%
Value ($000) $12,007 Shares 6,159 Est. Cost $93.06 Unrealized +4.0%
ACN ACCENTURE PLC IRELAND 1.6%
Value ($000) $10,963 Shares 67,150 Est. Cost $140.26 Unrealized +26.2%
PNC PNC FINL SVCS GROUP INC 1.5%
Value ($000) $10,363 Shares 108,261 Est. Cost $69.25 Unrealized +56.4%
PFE PFIZER INC 1.5%
Value ($000) $10,263 Shares 314,437 Est. Cost $17.37 Unrealized +48.7%
ROP ROPER TECHNOLOGIES INC 1.5%
Value ($000) $10,208 Shares 32,738 Est. Cost $195.56 Unrealized +75.0%
INTC INTEL CORP 1.5%
Value ($000) $10,175 Shares 188,002 Est. Cost $19.93 Unrealized +162.6%
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $10,029 Shares 111,396 Est. Cost $74.78 Unrealized +38.6%
VZ VERIZON COMMUNICATIONS INC 1.5%
Value ($000) $9,918 Shares 184,599 Est. Cost $29.02 Unrealized +41.3%
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $9,847 Shares 38,205 Est. Cost $270.83 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $9,805 Shares 81,639 Est. Cost $62.36 Unrealized +80.8%
XEL XCEL ENERGY INC 1.5%
Value ($000) $9,750 Shares 161,695 Est. Cost $43.55 Unrealized +24.6%
IJH ISHARES TR 1.4%
Value ($000) $9,404 Shares 65,371 Est. Cost $190.05 Unrealized
PFF ISHARES TR 1.4%
Value ($000) $9,347 Shares 293,557 Est. Cost $38.87 Unrealized
UNP UNION PAC CORP 1.4%
Value ($000) $9,164 Shares 64,976 Est. Cost $78.53 Unrealized +84.6%
FTV FORTIVE CORP 1.3%
Value ($000) $8,631 Shares 156,391 Est. Cost $31.85 Unrealized +33.9%
EXR EXTRA SPACE STORAGE INC 1.3%
Value ($000) $8,405 Shares 87,769 Est. Cost $52.95 Unrealized +57.0%
HON HONEYWELL INTL INC 1.2%
Value ($000) $8,079 Shares 60,385 Est. Cost $114.64 Unrealized +19.1%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $7,933 Shares 109,478 Est. Cost $71.67 Unrealized +6.1%
SJNK SPDR SER TR 1.1%
Value ($000) $7,310 Shares 310,267 Est. Cost $26.83 Unrealized
META FACEBOOK INC 1.1%
Value ($000) $7,175 Shares 43,018 Est. Cost $137.87 Unrealized +41.0%
LINDE PLC 1.0%
Value ($000) $6,919 Shares 39,993 Est. Cost $156.05 Unrealized
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $6,320 Shares 39,665 Est. Cost $179.26 Unrealized -0.4%
HRB BLOCK H & R INC 0.9%
Value ($000) $6,268 Shares 445,177 Est. Cost $16.67 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW 0.9%
Value ($000) $6,147 Shares 83,570 Est. Cost $114.10 Unrealized +4.9%
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $5,633 Shares 59,718 Est. Cost $98.88 Unrealized
MUB ISHARES TR 0.8%
Value ($000) $5,404 Shares 47,822 Est. Cost $114.05 Unrealized
CRM SALESFORCE COM INC 0.8%
Value ($000) $5,285 Shares 36,706 Est. Cost $155.33 Unrealized +9.1%
NKE NIKE INC 0.8%
Value ($000) $5,071 Shares 61,290 Est. Cost $43.56 Unrealized +97.2%
RAYTHEON CO 0.7%
Value ($000) $4,871 Shares 37,141 Est. Cost $162.49 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $3,497 Shares 41,620 Est. Cost $101.89 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $2,966 Shares 16,621 Est. Cost $224.76 Unrealized
ISHARES TR 0.4%
Value ($000) $2,789 Shares 112,502 Est. Cost $25.26 Unrealized
ISHARES TR 0.4%
Value ($000) $2,685 Shares 108,910 Est. Cost $24.97 Unrealized
ISHARES TR 0.4%
Value ($000) $2,667 Shares 106,663 Est. Cost $25.53 Unrealized
ISHARES TR 0.3%
Value ($000) $2,172 Shares 87,846 Est. Cost $25.59 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $2,166 Shares 29,451 Est. Cost $97.81 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $2,066 Shares 18,781 Est. Cost $101.07 Unrealized +2.7%
AMGN AMGEN INC 0.2%
Value ($000) $1,423 Shares 7,018 Est. Cost $158.01 Unrealized +15.3%
IWR ISHARES TR 0.2%
Value ($000) $1,389 Shares 32,177 Est. Cost $46.47 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $1,228 Shares 7,425 Est. Cost $183.58 Unrealized -6.4%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,165 Shares 6,117 Est. Cost $212.09 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,154 Shares 30,392 Est. Cost $53.58 Unrealized -21.4%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,082 Shares 25,668 Est. Cost $45.50 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,013 Shares 2,699 Est. Cost $31.00 Unrealized +14.1%
ORCL ORACLE CORP 0.1%
Value ($000) $1,001 Shares 20,712 Est. Cost $50.38 Unrealized -5.7%
IWO ISHARES TR 0.1%
Value ($000) $971 Shares 6,136 Est. Cost $192.66 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $899 Shares 10,959 Est. Cost $130.83 Unrealized
MRK MERCK & CO. INC 0.1%
Value ($000) $886 Shares 11,513 Est. Cost $65.73 Unrealized -1.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $875 Shares 16,990 Est. Cost $66.29 Unrealized
MMM 3M CO 0.1%
Value ($000) $854 Shares 6,253 Est. Cost $110.63 Unrealized -4.2%
SYK STRYKER CORP 0.1%
Value ($000) $844 Shares 5,068 Est. Cost $200.03 Unrealized -8.4%
T AT&T INC 0.1%
Value ($000) $826 Shares 28,344 Est. Cost $13.46 Unrealized +35.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $820 Shares 6,416 Est. Cost $109.72 Unrealized +2.2%
HSBC HLDGS PLC 0.1%
Value ($000) $815 Shares 32,562 Est. Cost $24.88 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $702 Shares 8,738 Est. Cost $42.23 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $700 Shares 15,819 Est. Cost $29.33 Unrealized +53.4%
RNG RINGCENTRAL INC 0.1%
Value ($000) $686 Shares 3,239 Est. Cost $137.20 Unrealized +50.1%
DIS DISNEY WALT CO 0.1%
Value ($000) $673 Shares 6,966 Est. Cost $134.31 Unrealized -8.0%
IEI ISHARES TR 0.1%
Value ($000) $645 Shares 4,839 Est. Cost $126.83 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $642 Shares 2,696 Est. Cost $180.76 Unrealized +26.9%
D DOMINION ENERGY INC 0.1%
Value ($000) $633 Shares 8,763 Est. Cost $58.52 Unrealized +7.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $611 Shares 2,019 Est. Cost $318.69 Unrealized -1.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $582 Shares 1,718 Est. Cost $316.45 Unrealized +5.8%
HD HOME DEPOT INC 0.1%
Value ($000) $566 Shares 3,033 Est. Cost $188.01 Unrealized +1.1%
GOOG ALPHABET INC 0.1%
Value ($000) $537 Shares 462 Est. Cost $58.73 Unrealized +14.7%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $526 Shares 896 Est. Cost $59.68 Unrealized +9.2%
CSCO CISCO SYS INC 0.1%
Value ($000) $518 Shares 13,169 Est. Cost $17.12 Unrealized +114.2%
USB US BANCORP DEL 0.1%
Value ($000) $512 Shares 14,857 Est. Cost $37.35 Unrealized -0.3%
ISHARES TR 0.1%
Value ($000) $501 Shares 20,050 Est. Cost $25.42 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $496 Shares 6,131 Est. Cost $70.62 Unrealized +3.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $490 Shares 1,720 Est. Cost $257.46 Unrealized +7.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $481 Shares 7,320 Est. Cost $80.56 Unrealized -11.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $478 Shares 4,305 Est. Cost $102.26 Unrealized -3.9%
VAC MARRIOTT VACTINS WORLDWID CO 0.1%
Value ($000) $468 Shares 8,418 Est. Cost $98.36 Unrealized +5.6%
CDW CDW CORP 0.1%
Value ($000) $452 Shares 4,851 Est. Cost $108.11 Unrealized +5.4%
ZTS ZOETIS INC 0.1%
Value ($000) $449 Shares 3,815 Est. Cost $115.09 Unrealized +8.9%
HSY HERSHEY CO 0.1%
Value ($000) $448 Shares 3,384 Est. Cost $130.01 Unrealized -1.2%
SNPS SYNOPSYS INC 0.1%
Value ($000) $420 Shares 3,262 Est. Cost $135.55 Unrealized +4.9%
AWI ARMSTRONG WORLD INDS INC 0.1%
Value ($000) $415 Shares 5,225 Est. Cost $90.28 Unrealized +0.5%
DEO DIAGEO P L C 0.1%
Value ($000) $407 Shares 3,202 Est. Cost $163.66 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.1%
Value ($000) $399 Shares 6,947 Est. Cost $97.18 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $381 Shares 2,690 Est. Cost $164.42 Unrealized
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $379 Shares 6,193 Est. Cost $84.84 Unrealized +2.3%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $374 Shares 3,731 Est. Cost $92.14 Unrealized +11.0%
ZBRA ZEBRA TECHNOLOGIES CORP 0.1%
Value ($000) $374 Shares 2,039 Est. Cost $205.51 Unrealized +9.4%
FTNT FORTINET INC 0.1%
Value ($000) $373 Shares 3,686 Est. Cost $21.43 Unrealized 0.0%
GRMN GARMIN LTD 0.1%
Value ($000) $365 Shares 4,874 Est. Cost $70.86 Unrealized +11.8%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $363 Shares 3,657 Est. Cost $93.46 Unrealized +1.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $355 Shares 4,393 Est. Cost $84.27 Unrealized -0.4%
BA BOEING CO 0.1%
Value ($000) $350 Shares 2,347 Est. Cost $352.37 Unrealized -22.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $350 Shares 4,380 Est. Cost $72.44 Unrealized +5.7%
ABBV ABBVIE INC 0.1%
Value ($000) $340 Shares 4,465 Est. Cost $54.20 Unrealized +24.0%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $338 Shares 6,758 Est. Cost $23.57 Unrealized +98.2%
NEM NEWMONT CORP 0.0%
Value ($000) $330 Shares 7,283 Est. Cost $37.89 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value ($000) $329 Shares 1,147 Est. Cost $62.52 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $321 Shares 2,491 Est. Cost $151.11 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $319 Shares 1,772 Est. Cost $180.20 Unrealized +1.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $309 Shares 4,552 Est. Cost $21.40 Unrealized +96.3%
CME CME GROUP INC 0.0%
Value ($000) $309 Shares 1,786 Est. Cost $124.75 Unrealized +27.9%
CPRT COPART INC 0.0%
Value ($000) $309 Shares 4,506 Est. Cost $19.70 Unrealized +13.0%
PROOFPOINT INC 0.0%
Value ($000) $299 Shares 2,912 Est. Cost $126.52 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $296 Shares 2,746 Est. Cost $99.37 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $291 Shares 6,837 Est. Cost $46.17 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $290 Shares 10,094 Est. Cost $39.08 Unrealized -6.3%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $289 Shares 13,866 Est. Cost $20.47 Unrealized
XILINX INC 0.0%
Value ($000) $279 Shares 3,580 Est. Cost $95.93 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $275 Shares 4,140 Est. Cost $62.50 Unrealized -1.6%
AON PLC 0.0%
Value ($000) $269 Shares 1,631 Est. Cost $193.41 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $253 Shares 1,730 Est. Cost $161.51 Unrealized +1.3%
TSLA TESLA INC 0.0%
Value ($000) $246 Shares 469 Est. Cost $41.46 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $245 Shares 2,154 Est. Cost $36.24 Unrealized -2.4%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $244 Shares 1,649 Est. Cost $139.16 Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $243 Shares 2,951 Est. Cost $80.65 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $238 Shares 748 Est. Cost $294.23 Unrealized +16.3%
SO SOUTHERN CO 0.0%
Value ($000) $235 Shares 4,339 Est. Cost $45.71 Unrealized +10.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $233 Shares 508 Est. Cost $160.80 Unrealized +6.5%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $233 Shares 3,195 Est. Cost $56.77 Unrealized +7.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $228 Shares 2,384 Est. Cost $109.90 Unrealized +0.2%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $222 Shares 6,805 Est. Cost $42.28 Unrealized -7.6%
IJR ISHARES TR 0.0%
Value ($000) $214 Shares 3,820 Est. Cost $77.96 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $213 Shares 436 Est. Cost $410.21 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $211 Shares 666 Est. Cost $303.47 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value ($000) $206 Shares 766 Est. Cost $62.23 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $205 Shares 2,548 Est. Cost $74.65 Unrealized -0.7%
SHOP SHOPIFY INC 0.0%
Value ($000) $204 Shares 490 Est. Cost $45.08 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $203 Shares 310 Est. Cost $15.95 Unrealized -0.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $202 Shares 770 Est. Cost $352.05 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $96 Shares 12,125 Est. Cost $8.80 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $63 Shares 12,719 Est. Cost $5.44 Unrealized