FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 10, 2020

Total Value ($000): $822,880 (100.0% shares, 0.0% debt)

Holdings (164)

MSFT MICROSOFT CORP 4.1%
Value ($000) $33,984 Shares 166,991 Est. Cost $41.86 Unrealized +313.4%
AAPL APPLE INC 3.7%
Value ($000) $30,491 Shares 83,584 Est. Cost $34.20 Unrealized +119.5%
AGG ISHARES TR 3.4%
Value ($000) $27,812 Shares 235,274 Est. Cost $113.61 Unrealized
LQD ISHARES TR 2.6%
Value ($000) $21,640 Shares 160,894 Est. Cost $127.67 Unrealized
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $20,857 Shares 70,715 Est. Cost $110.10 Unrealized +137.2%
LOW LOWES COS INC 2.5%
Value ($000) $20,385 Shares 150,866 Est. Cost $49.64 Unrealized +108.1%
V VISA INC 2.5%
Value ($000) $20,337 Shares 105,280 Est. Cost $73.31 Unrealized +139.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.3%
Value ($000) $19,246 Shares 107,812 Est. Cost $170.45 Unrealized +7.1%
CLX CLOROX CO DEL 2.3%
Value ($000) $18,879 Shares 86,061 Est. Cost $67.71 Unrealized +149.2%
IVV ISHARES TR 2.3%
Value ($000) $18,684 Shares 60,332 Est. Cost $284.49 Unrealized
AMZN AMAZON COM INC 2.2%
Value ($000) $18,201 Shares 6,598 Est. Cost $94.90 Unrealized +27.3%
AMT AMERICAN TOWER CORP NEW 2.2%
Value ($000) $17,888 Shares 69,190 Est. Cost $119.62 Unrealized +76.0%
CHD CHURCH & DWIGHT INC 2.2%
Value ($000) $17,871 Shares 231,196 Est. Cost $41.54 Unrealized +63.9%
GOOGL ALPHABET INC 2.2%
Value ($000) $17,785 Shares 12,542 Est. Cost $37.29 Unrealized +79.5%
DHR DANAHER CORPORATION 2.1%
Value ($000) $17,618 Shares 99,633 Est. Cost $44.71 Unrealized +213.2%
IWM ISHARES TR 2.1%
Value ($000) $17,559 Shares 122,637 Est. Cost $159.50 Unrealized
CWB SPDR SER TR 2.1%
Value ($000) $17,344 Shares 286,671 Est. Cost $52.71 Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $17,179 Shares 122,156 Est. Cost $74.35 Unrealized +67.1%
PGR PROGRESSIVE CORP OHIO 2.0%
Value ($000) $16,492 Shares 205,869 Est. Cost $64.98 Unrealized +2.1%
ROP ROPER TECHNOLOGIES INC 2.0%
Value ($000) $16,080 Shares 41,415 Est. Cost $227.19 Unrealized +52.5%
LLY LILLY ELI & CO 1.9%
Value ($000) $15,803 Shares 96,257 Est. Cost $105.17 Unrealized +36.8%
NEE NEXTERA ENERGY INC 1.9%
Value ($000) $15,383 Shares 64,049 Est. Cost $21.37 Unrealized +143.2%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $14,953 Shares 69,641 Est. Cost $141.49 Unrealized +23.4%
INTC INTEL CORP 1.8%
Value ($000) $14,586 Shares 243,791 Est. Cost $27.54 Unrealized +93.1%
TIP ISHARES TR 1.7%
Value ($000) $13,638 Shares 110,874 Est. Cost $116.61 Unrealized
IEF ISHARES TR 1.6%
Value ($000) $13,384 Shares 109,822 Est. Cost $112.93 Unrealized
CRM SALESFORCE COM INC 1.6%
Value ($000) $12,786 Shares 68,254 Est. Cost $160.48 Unrealized +3.7%
IJH ISHARES TR 1.5%
Value ($000) $12,348 Shares 69,442 Est. Cost $189.34 Unrealized
MCD MCDONALDS CORP 1.5%
Value ($000) $12,082 Shares 65,494 Est. Cost $163.56 Unrealized -1.6%
PNC PNC FINL SVCS GROUP INC 1.4%
Value ($000) $11,518 Shares 109,478 Est. Cost $69.43 Unrealized +23.8%
BAX BAXTER INTL INC 1.4%
Value ($000) $11,242 Shares 130,564 Est. Cost $77.66 Unrealized 0.0%
UNP UNION PAC CORP 1.4%
Value ($000) $11,143 Shares 65,910 Est. Cost $79.42 Unrealized +78.1%
XEL XCEL ENERGY INC 1.3%
Value ($000) $10,650 Shares 170,406 Est. Cost $44.03 Unrealized +20.0%
PEP PEPSICO INC 1.3%
Value ($000) $10,624 Shares 80,325 Est. Cost $62.36 Unrealized +77.6%
PFF ISHARES TR 1.3%
Value ($000) $10,610 Shares 306,291 Est. Cost $38.70 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $10,524 Shares 190,900 Est. Cost $29.40 Unrealized +38.6%
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $10,456 Shares 33,910 Est. Cost $270.83 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $10,383 Shares 317,531 Est. Cost $17.37 Unrealized +49.6%
ADBE ADOBE INC 1.2%
Value ($000) $10,208 Shares 23,449 Est. Cost $368.10 Unrealized +0.7%
META FACEBOOK INC 1.2%
Value ($000) $10,036 Shares 44,199 Est. Cost $139.73 Unrealized +48.4%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $9,667 Shares 108,342 Est. Cost $71.67 Unrealized -2.6%
RTX RAYTHEON TECHNOLOGIES CORP 1.1%
Value ($000) $9,005 Shares 146,139 Est. Cost $54.61 Unrealized 0.0%
HON HONEYWELL INTL INC 1.1%
Value ($000) $8,828 Shares 61,054 Est. Cost $114.68 Unrealized +2.8%
LINDE PLC 1.0%
Value ($000) $8,577 Shares 40,438 Est. Cost $156.66 Unrealized
EXR EXTRA SPACE STORAGE INC 1.0%
Value ($000) $8,159 Shares 88,326 Est. Cost $52.95 Unrealized +41.5%
SJNK SPDR SER TR 1.0%
Value ($000) $8,143 Shares 323,132 Est. Cost $26.77 Unrealized
EL LAUDER ESTEE COS INC 0.9%
Value ($000) $7,477 Shares 39,627 Est. Cost $179.26 Unrealized -7.6%
MAR MARRIOTT INTL INC NEW 0.9%
Value ($000) $7,185 Shares 83,808 Est. Cost $114.10 Unrealized -26.6%
HRB BLOCK H & R INC 0.8%
Value ($000) $6,324 Shares 442,891 Est. Cost $16.67 Unrealized -23.5%
NKE NIKE INC 0.7%
Value ($000) $6,136 Shares 62,584 Est. Cost $44.43 Unrealized +92.3%
TJX TJX COS INC NEW 0.7%
Value ($000) $6,029 Shares 119,248 Est. Cost $35.62 Unrealized +30.9%
MUB ISHARES TR 0.7%
Value ($000) $5,932 Shares 51,408 Est. Cost $114.15 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $4,274 Shares 42,002 Est. Cost $101.89 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $3,660 Shares 16,336 Est. Cost $224.76 Unrealized
ISHARES TR 0.4%
Value ($000) $3,544 Shares 137,991 Est. Cost $25.34 Unrealized
ISHARES TR 0.4%
Value ($000) $3,354 Shares 127,873 Est. Cost $25.64 Unrealized
ISHARES TR 0.4%
Value ($000) $3,191 Shares 126,880 Est. Cost $24.99 Unrealized
ISHARES TR 0.3%
Value ($000) $2,640 Shares 100,145 Est. Cost $25.68 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $2,307 Shares 28,581 Est. Cost $97.81 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,283 Shares 19,097 Est. Cost $101.08 Unrealized +0.4%
IWR ISHARES TR 0.2%
Value ($000) $1,722 Shares 32,122 Est. Cost $46.47 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,655 Shares 7,018 Est. Cost $158.01 Unrealized +21.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,634 Shares 6,601 Est. Cost $214.69 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $1,275 Shares 6,161 Est. Cost $192.66 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,266 Shares 24,065 Est. Cost $45.50 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $1,235 Shares 2,714 Est. Cost $31.00 Unrealized +37.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,194 Shares 26,698 Est. Cost $53.58 Unrealized -35.0%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,108 Shares 16,963 Est. Cost $66.29 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,092 Shares 19,762 Est. Cost $50.38 Unrealized -2.8%
IWN ISHARES TR 0.1%
Value ($000) $1,067 Shares 10,948 Est. Cost $130.83 Unrealized
T AT&T INC 0.1%
Value ($000) $969 Shares 32,044 Est. Cost $13.69 Unrealized +13.2%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $956 Shares 6,766 Est. Cost $109.87 Unrealized +2.6%
TSLA TESLA INC 0.1%
Value ($000) $955 Shares 884 Est. Cost $47.39 Unrealized +14.2%
RNG RINGCENTRAL INC 0.1%
Value ($000) $940 Shares 3,297 Est. Cost $139.24 Unrealized +81.7%
MMM 3M CO 0.1%
Value ($000) $938 Shares 6,015 Est. Cost $110.63 Unrealized -7.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $916 Shares 5,081 Est. Cost $200.03 Unrealized -13.2%
MRK MERCK & CO. INC 0.1%
Value ($000) $896 Shares 11,588 Est. Cost $65.73 Unrealized -4.3%
ISHARES TR 0.1%
Value ($000) $892 Shares 33,055 Est. Cost $26.03 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $850 Shares 8,139 Est. Cost $42.23 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $821 Shares 7,361 Est. Cost $132.89 Unrealized -18.8%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $790 Shares 2,720 Est. Cost $180.76 Unrealized +50.0%
GOOG ALPHABET INC 0.1%
Value ($000) $766 Shares 542 Est. Cost $59.95 Unrealized +11.7%
KO COCA COLA CO 0.1%
Value ($000) $745 Shares 16,672 Est. Cost $29.81 Unrealized +29.9%
HD HOME DEPOT INC 0.1%
Value ($000) $742 Shares 2,961 Est. Cost $188.01 Unrealized +6.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $715 Shares 8,810 Est. Cost $58.52 Unrealized +7.1%
VAC MARRIOTT VACTINS WORLDWID CO 0.1%
Value ($000) $692 Shares 8,418 Est. Cost $98.36 Unrealized -17.2%
IEI ISHARES TR 0.1%
Value ($000) $647 Shares 4,839 Est. Cost $126.83 Unrealized
SNPS SYNOPSYS INC 0.1%
Value ($000) $646 Shares 3,312 Est. Cost $136.00 Unrealized +21.4%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $645 Shares 907 Est. Cost $59.74 Unrealized +8.2%
USB US BANCORP DEL 0.1%
Value ($000) $643 Shares 17,457 Est. Cost $35.93 Unrealized -22.5%
CSCO CISCO SYS INC 0.1%
Value ($000) $628 Shares 13,469 Est. Cost $17.57 Unrealized +110.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $627 Shares 1,719 Est. Cost $316.45 Unrealized +2.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $622 Shares 2,050 Est. Cost $260.95 Unrealized +7.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $621 Shares 2,019 Est. Cost $318.69 Unrealized -6.3%
NEM NEWMONT CORP 0.1%
Value ($000) $587 Shares 9,505 Est. Cost $40.69 Unrealized +22.6%
CDW CDW CORP 0.1%
Value ($000) $571 Shares 4,911 Est. Cost $108.03 Unrealized -6.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $569 Shares 4,711 Est. Cost $101.33 Unrealized -9.8%
SBUX STARBUCKS CORP 0.1%
Value ($000) $543 Shares 7,373 Est. Cost $80.56 Unrealized -17.7%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $535 Shares 2,091 Est. Cost $206.23 Unrealized +13.6%
ZTS ZOETIS INC 0.1%
Value ($000) $532 Shares 3,881 Est. Cost $115.25 Unrealized +8.0%
ALTERYX INC 0.1%
Value ($000) $527 Shares 3,205 Est. Cost $164.43 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $515 Shares 3,288 Est. Cost $152.45 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $514 Shares 3,746 Est. Cost $21.49 Unrealized +16.8%
CITRIX SYS INC 0.1%
Value ($000) $511 Shares 3,454 Est. Cost $147.94 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $501 Shares 3,791 Est. Cost $92.50 Unrealized +24.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $498 Shares 6,233 Est. Cost $70.57 Unrealized -4.2%
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $489 Shares 6,193 Est. Cost $84.84 Unrealized -13.9%
GRMN GARMIN LTD 0.1%
Value ($000) $487 Shares 4,999 Est. Cost $70.97 Unrealized +6.4%
DXCM DEXCOM INC 0.1%
Value ($000) $484 Shares 1,193 Est. Cost $71.97 Unrealized +24.3%
NOW SERVICENOW INC 0.1%
Value ($000) $475 Shares 1,172 Est. Cost $62.69 Unrealized +12.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $465 Shares 490 Est. Cost $45.08 Unrealized +54.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $453 Shares 4,302 Est. Cost $21.40 Unrealized +88.5%
IWB ISHARES TR 0.1%
Value ($000) $453 Shares 2,640 Est. Cost $164.42 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $445 Shares 8,419 Est. Cost $52.86 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.1%
Value ($000) $442 Shares 7,067 Est. Cost $96.60 Unrealized
HUM HUMANA INC 0.1%
Value ($000) $424 Shares 1,093 Est. Cost $355.71 Unrealized 0.0%
DEO DIAGEO P L C 0.1%
Value ($000) $420 Shares 3,127 Est. Cost $163.66 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $419 Shares 3,234 Est. Cost $130.01 Unrealized -9.5%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $419 Shares 2,404 Est. Cost $109.90 Unrealized +25.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $417 Shares 8,165 Est. Cost $27.19 Unrealized +63.9%
AWI ARMSTRONG WORLD INDS INC 0.1%
Value ($000) $414 Shares 5,315 Est. Cost $89.97 Unrealized -20.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $408 Shares 4,458 Est. Cost $84.28 Unrealized +1.0%
ABBV ABBVIE INC 0.0%
Value ($000) $406 Shares 4,136 Est. Cost $54.20 Unrealized +30.1%
IBB ISHARES TR 0.0%
Value ($000) $403 Shares 2,946 Est. Cost $101.92 Unrealized
CPRT COPART INC 0.0%
Value ($000) $382 Shares 4,591 Est. Cost $19.70 Unrealized +1.9%
BA BOEING CO 0.0%
Value ($000) $376 Shares 2,052 Est. Cost $352.37 Unrealized -56.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $361 Shares 3,833 Est. Cost $74.78 Unrealized +9.3%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $360 Shares 7,523 Est. Cost $46.32 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $352 Shares 3,532 Est. Cost $93.46 Unrealized -6.3%
XILINX INC 0.0%
Value ($000) $352 Shares 3,580 Est. Cost $95.93 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $348 Shares 4,365 Est. Cost $72.44 Unrealized -8.0%
AD UNITED STATES CELLULAR CORP 0.0%
Value ($000) $347 Shares 11,244 Est. Cost $17.84 Unrealized 0.0%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $344 Shares 3,803 Est. Cost $88.96 Unrealized 0.0%
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $342 Shares 17,261 Est. Cost $18.04 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $334 Shares 4,565 Est. Cost $62.49 Unrealized -0.2%
PROOFPOINT INC 0.0%
Value ($000) $330 Shares 2,972 Est. Cost $126.21 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $326 Shares 310 Est. Cost $15.95 Unrealized +16.1%
AON AON PLC 0.0%
Value ($000) $314 Shares 1,631 Est. Cost $178.56 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $310 Shares 1,906 Est. Cost $125.99 Unrealized +14.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $307 Shares 1,807 Est. Cost $179.96 Unrealized -6.8%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $304 Shares 1,730 Est. Cost $161.51 Unrealized -6.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $294 Shares 508 Est. Cost $160.80 Unrealized +6.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $280 Shares 3,000 Est. Cost $74.90 Unrealized +1.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $274 Shares 440 Est. Cost $410.21 Unrealized +37.6%
GLD SPDR GOLD TR 0.0%
Value ($000) $268 Shares 1,604 Est. Cost $139.16 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $266 Shares 2,905 Est. Cost $81.94 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $265 Shares 3,789 Est. Cost $56.46 Unrealized -3.0%
IJR ISHARES TR 0.0%
Value ($000) $261 Shares 3,820 Est. Cost $77.96 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $260 Shares 685 Est. Cost $8.06 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $258 Shares 6,878 Est. Cost $27.74 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $258 Shares 2,154 Est. Cost $36.24 Unrealized +5.0%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $252 Shares 5,300 Est. Cost $47.55 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $250 Shares 770 Est. Cost $352.05 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $249 Shares 4,231 Est. Cost $47.92 Unrealized 0.0%
ISHARES TR 0.0%
Value ($000) $225 Shares 8,875 Est. Cost $25.35 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $221 Shares 2,318 Est. Cost $85.61 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $220 Shares 2,651 Est. Cost $80.65 Unrealized
RPM RPM INTL INC 0.0%
Value ($000) $218 Shares 2,900 Est. Cost $69.51 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $215 Shares 4,139 Est. Cost $45.71 Unrealized -2.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $213 Shares 2,339 Est. Cost $70.96 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $213 Shares 1,674 Est. Cost $99.52 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $205 Shares 2,615 Est. Cost $78.39 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $203 Shares 2,627 Est. Cost $63.41 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $83 Shares 12,126 Est. Cost $8.80 Unrealized