FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 14, 2021

Total Value ($000): $834,276 (100.0% shares, 0.0% debt)

Holdings (134)

AAPL APPLE INC 4.3%
Value ($000) $36,227 Shares 273,018 Est. Cost $87.05 Unrealized +34.4%
MSFT MICROSOFT CORP 3.8%
Value ($000) $31,808 Shares 143,009 Est. Cost $41.86 Unrealized +392.2%
AGG ISHARES TR 3.1%
Value ($000) $25,595 Shares 216,556 Est. Cost $113.87 Unrealized
V VISA INC 2.6%
Value ($000) $21,306 Shares 97,408 Est. Cost $73.31 Unrealized +169.0%
LOW LOWES COS INC 2.5%
Value ($000) $21,164 Shares 131,858 Est. Cost $49.64 Unrealized +198.2%
UNH UNITEDHEALTH GROUP INC 2.5%
Value ($000) $21,106 Shares 60,185 Est. Cost $110.10 Unrealized +179.9%
IWM ISHARES TR 2.5%
Value ($000) $20,989 Shares 107,055 Est. Cost $159.36 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.5%
Value ($000) $20,592 Shares 88,810 Est. Cost $170.45 Unrealized +29.2%
CWB SPDR SER TR 2.4%
Value ($000) $20,241 Shares 244,482 Est. Cost $52.71 Unrealized
LQD ISHARES TR 2.4%
Value ($000) $19,655 Shares 142,292 Est. Cost $127.76 Unrealized
DHR DANAHER CORPORATION 2.3%
Value ($000) $19,242 Shares 86,619 Est. Cost $44.71 Unrealized +338.4%
GOOGL ALPHABET INC 2.3%
Value ($000) $19,076 Shares 10,884 Est. Cost $37.29 Unrealized +123.9%
LLY LILLY ELI & CO 2.1%
Value ($000) $17,775 Shares 105,275 Est. Cost $113.40 Unrealized +24.7%
PGR PROGRESSIVE CORP 2.1%
Value ($000) $17,502 Shares 177,004 Est. Cost $64.98 Unrealized +24.0%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $16,950 Shares 219,698 Est. Cost $52.69 Unrealized +24.6%
AMZN AMAZON COM INC 2.0%
Value ($000) $16,724 Shares 5,135 Est. Cost $94.90 Unrealized +68.2%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $16,390 Shares 104,141 Est. Cost $74.35 Unrealized +71.5%
IVV ISHARES TR 1.9%
Value ($000) $16,205 Shares 43,169 Est. Cost $284.49 Unrealized
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $15,766 Shares 60,357 Est. Cost $141.49 Unrealized +57.6%
CHD CHURCH & DWIGHT INC 1.9%
Value ($000) $15,573 Shares 178,523 Est. Cost $41.54 Unrealized +100.7%
ROP ROPER TECHNOLOGIES INC 1.8%
Value ($000) $15,345 Shares 35,596 Est. Cost $227.19 Unrealized +75.3%
CLX CLOROX CO DEL 1.8%
Value ($000) $15,073 Shares 74,650 Est. Cost $67.71 Unrealized +160.5%
AMT AMERICAN TOWER CORP NEW 1.8%
Value ($000) $15,004 Shares 66,847 Est. Cost $119.62 Unrealized +66.9%
SJNK SPDR SER TR 1.8%
Value ($000) $14,784 Shares 548,568 Est. Cost $26.82 Unrealized
PNC PNC FINL SVCS GROUP INC 1.7%
Value ($000) $14,389 Shares 96,573 Est. Cost $69.43 Unrealized +53.4%
IJH ISHARES TR 1.6%
Value ($000) $13,347 Shares 58,073 Est. Cost $189.27 Unrealized
USB US BANCORP DEL 1.6%
Value ($000) $13,229 Shares 283,939 Est. Cost $33.98 Unrealized -0.4%
TIP ISHARES TR 1.6%
Value ($000) $13,030 Shares 102,078 Est. Cost $117.13 Unrealized
IEF ISHARES TR 1.5%
Value ($000) $12,161 Shares 101,388 Est. Cost $113.45 Unrealized
UNP UNION PAC CORP 1.4%
Value ($000) $12,035 Shares 57,799 Est. Cost $79.42 Unrealized +124.2%
MCD MCDONALDS CORP 1.4%
Value ($000) $11,967 Shares 55,771 Est. Cost $163.56 Unrealized +18.2%
CRM SALESFORCE COM INC 1.4%
Value ($000) $11,344 Shares 50,979 Est. Cost $160.48 Unrealized +49.7%
HON HONEYWELL INTL INC 1.3%
Value ($000) $11,175 Shares 52,538 Est. Cost $114.68 Unrealized +42.8%
SPY SPDR S&P 500 ETF TR 1.3%
Value ($000) $10,952 Shares 29,291 Est. Cost $270.83 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 1.3%
Value ($000) $10,725 Shares 21,444 Est. Cost $373.51 Unrealized +29.3%
PFF ISHARES TR 1.3%
Value ($000) $10,673 Shares 277,139 Est. Cost $38.66 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $10,373 Shares 69,946 Est. Cost $62.36 Unrealized +94.4%
META FACEBOOK INC 1.2%
Value ($000) $10,346 Shares 37,876 Est. Cost $139.73 Unrealized +94.8%
PFE PFIZER INC 1.2%
Value ($000) $9,969 Shares 270,819 Est. Cost $17.37 Unrealized +64.8%
INTC INTEL CORP 1.2%
Value ($000) $9,920 Shares 199,116 Est. Cost $27.54 Unrealized +59.8%
XEL XCEL ENERGY INC 1.2%
Value ($000) $9,778 Shares 146,668 Est. Cost $44.03 Unrealized +34.3%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $9,728 Shares 165,578 Est. Cost $29.40 Unrealized +49.6%
BAX BAXTER INTL INC 1.1%
Value ($000) $9,577 Shares 119,360 Est. Cost $77.49 Unrealized -8.3%
MAR MARRIOTT INTL INC NEW 1.1%
Value ($000) $9,478 Shares 71,847 Est. Cost $114.10 Unrealized -3.5%
LINDE PLC 1.1%
Value ($000) $9,290 Shares 35,253 Est. Cost $156.66 Unrealized
EL LAUDER ESTEE COS INC 1.1%
Value ($000) $9,106 Shares 34,207 Est. Cost $179.26 Unrealized +24.8%
HRB BLOCK H & R INC 1.0%
Value ($000) $8,680 Shares 547,262 Est. Cost $14.64 Unrealized -1.1%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value ($000) $8,416 Shares 117,696 Est. Cost $54.61 Unrealized +7.0%
NKE NIKE INC 0.9%
Value ($000) $7,700 Shares 54,429 Est. Cost $44.43 Unrealized +177.3%
TJX TJX COS INC NEW 0.8%
Value ($000) $6,959 Shares 101,907 Est. Cost $35.62 Unrealized +58.6%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $6,722 Shares 79,592 Est. Cost $71.67 Unrealized -9.3%
ABBV ABBVIE INC 0.8%
Value ($000) $6,595 Shares 61,550 Est. Cost $77.28 Unrealized +2.2%
SONY SONY CORP 0.7%
Value ($000) $5,877 Shares 58,129 Est. Cost $101.10 Unrealized
MUB ISHARES TR 0.7%
Value ($000) $5,522 Shares 47,117 Est. Cost $114.28 Unrealized
IJK ISHARES TR 0.5%
Value ($000) $4,506 Shares 62,391 Est. Cost $111.67 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $4,232 Shares 33,181 Est. Cost $101.89 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,498 Shares 17,954 Est. Cost $101.08 Unrealized +21.8%
ISHARES TR 0.3%
Value ($000) $2,426 Shares 92,355 Est. Cost $25.71 Unrealized
ISHARES TR 0.3%
Value ($000) $2,389 Shares 93,416 Est. Cost $25.36 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $2,342 Shares 24,354 Est. Cost $97.81 Unrealized
ISHARES TR 0.3%
Value ($000) $2,263 Shares 90,845 Est. Cost $25.00 Unrealized
ISHARES TR 0.3%
Value ($000) $2,208 Shares 83,084 Est. Cost $25.79 Unrealized
IWR ISHARES TR 0.3%
Value ($000) $2,093 Shares 30,538 Est. Cost $46.47 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,699 Shares 5,414 Est. Cost $214.69 Unrealized
IWO ISHARES TR 0.2%
Value ($000) $1,666 Shares 5,813 Est. Cost $192.66 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $1,602 Shares 2,270 Est. Cost $101.00 Unrealized +69.0%
AMGN AMGEN INC 0.2%
Value ($000) $1,382 Shares 6,011 Est. Cost $158.01 Unrealized +24.2%
IWN ISHARES TR 0.2%
Value ($000) $1,280 Shares 9,715 Est. Cost $130.83 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,217 Shares 17,855 Est. Cost $45.50 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $1,118 Shares 17,283 Est. Cost $50.38 Unrealized +10.2%
VAC MARRIOTT VACTINS WORLDWID CO 0.1%
Value ($000) $1,098 Shares 8,002 Est. Cost $98.36 Unrealized +19.9%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,066 Shares 11,975 Est. Cost $66.29 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1,041 Shares 1,925 Est. Cost $31.00 Unrealized +63.5%
ISHARES TR 0.1%
Value ($000) $1,019 Shares 37,240 Est. Cost $26.50 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $971 Shares 5,360 Est. Cost $132.89 Unrealized +5.5%
MMM 3M CO 0.1%
Value ($000) $935 Shares 5,347 Est. Cost $110.63 Unrealized +6.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $845 Shares 20,510 Est. Cost $53.58 Unrealized -43.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $804 Shares 6,184 Est. Cost $42.23 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $797 Shares 5,910 Est. Cost $109.87 Unrealized +5.5%
KO COCA COLA CO 0.1%
Value ($000) $756 Shares 13,794 Est. Cost $29.81 Unrealized +48.5%
GOOG ALPHABET INC 0.1%
Value ($000) $699 Shares 399 Est. Cost $59.95 Unrealized +39.7%
T AT&T INC 0.1%
Value ($000) $695 Shares 24,172 Est. Cost $13.69 Unrealized +12.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $688 Shares 6,436 Est. Cost $80.56 Unrealized +5.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $662 Shares 2,700 Est. Cost $200.03 Unrealized +7.3%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $583 Shares 1,914 Est. Cost $318.69 Unrealized -11.8%
IEI ISHARES TR 0.1%
Value ($000) $580 Shares 4,365 Est. Cost $126.92 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $577 Shares 510 Est. Cost $47.43 Unrealized +121.3%
HD HOME DEPOT INC 0.1%
Value ($000) $560 Shares 2,110 Est. Cost $188.01 Unrealized +29.0%
IWB ISHARES TR 0.1%
Value ($000) $548 Shares 2,585 Est. Cost $164.42 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $502 Shares 5,481 Est. Cost $70.57 Unrealized +7.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $502 Shares 1,414 Est. Cost $316.45 Unrealized +0.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $495 Shares 3,930 Est. Cost $101.33 Unrealized -7.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $491 Shares 3,553 Est. Cost $21.40 Unrealized +162.7%
MRK MERCK & CO. INC 0.1%
Value ($000) $489 Shares 5,982 Est. Cost $65.73 Unrealized -1.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $469 Shares 1,244 Est. Cost $260.95 Unrealized +33.1%
D DOMINION ENERGY INC 0.1%
Value ($000) $455 Shares 6,054 Est. Cost $58.52 Unrealized +8.4%
DEO DIAGEO PLC 0.1%
Value ($000) $432 Shares 2,720 Est. Cost $163.66 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $430 Shares 1,836 Est. Cost $112.57 Unrealized +83.6%
XILINX INC 0.1%
Value ($000) $430 Shares 3,030 Est. Cost $95.93 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $419 Shares 9,358 Est. Cost $17.57 Unrealized +100.8%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $403 Shares 6,887 Est. Cost $27.19 Unrealized +84.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $382 Shares 3,007 Est. Cost $74.78 Unrealized +31.2%
EXR EXTRA SPACE STORAGE INC 0.0%
Value ($000) $374 Shares 3,228 Est. Cost $52.95 Unrealized +76.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $370 Shares 4,332 Est. Cost $62.49 Unrealized +17.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $357 Shares 4,285 Est. Cost $72.44 Unrealized -0.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $354 Shares 255 Est. Cost $15.95 Unrealized +64.5%
IBB ISHARES TR 0.0%
Value ($000) $354 Shares 2,334 Est. Cost $101.92 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $352 Shares 675 Est. Cost $8.30 Unrealized +60.7%
ALB ALBEMARLE CORP 0.0%
Value ($000) $349 Shares 2,364 Est. Cost $63.41 Unrealized +76.1%
AON AON PLC 0.0%
Value ($000) $345 Shares 1,631 Est. Cost $178.56 Unrealized +10.1%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $344 Shares 468 Est. Cost $160.80 Unrealized +41.0%
CHH CHOICE HOTELS INTL INC 0.0%
Value ($000) $341 Shares 3,193 Est. Cost $84.84 Unrealized +9.9%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $334 Shares 5,727 Est. Cost $58.45 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $332 Shares 6,648 Est. Cost $52.86 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $314 Shares 3,287 Est. Cost $93.46 Unrealized -9.4%
ABT ABBOTT LABS 0.0%
Value ($000) $309 Shares 2,820 Est. Cost $81.94 Unrealized +21.1%
IJR ISHARES TR 0.0%
Value ($000) $304 Shares 3,312 Est. Cost $77.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $302 Shares 719 Est. Cost $352.05 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $301 Shares 1,653 Est. Cost $125.99 Unrealized +9.9%
BA BOEING CO 0.0%
Value ($000) $288 Shares 1,345 Est. Cost $352.37 Unrealized -45.4%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $283 Shares 1,456 Est. Cost $152.45 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $268 Shares 1,130 Est. Cost $161.51 Unrealized +26.8%
IBDR ISHARES TR 0.0%
Value ($000) $268 Shares 9,900 Est. Cost $27.07 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $265 Shares 3,195 Est. Cost $56.46 Unrealized +6.9%
RPM RPM INTL INC 0.0%
Value ($000) $263 Shares 2,900 Est. Cost $69.51 Unrealized +26.8%
BEP BROOKFIELD RENEWABLE PARTNER 0.0%
Value ($000) $234 Shares 5,429 Est. Cost $46.07 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $233 Shares 3,793 Est. Cost $45.71 Unrealized +8.3%
IWF ISHARES TR 0.0%
Value ($000) $232 Shares 963 Est. Cost $217.03 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $228 Shares 711 Est. Cost $286.17 Unrealized 0.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $228 Shares 2,291 Est. Cost $75.26 Unrealized +16.2%
IWV ISHARES TR 0.0%
Value ($000) $224 Shares 1,000 Est. Cost $196.12 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $223 Shares 100 Est. Cost $1835.62 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $204 Shares 1,880 Est. Cost $83.37 Unrealized +11.3%
MRNA MODERNA INC 0.0%
Value ($000) $200 Shares 1,910 Est. Cost $101.17 Unrealized 0.0%