FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 27, 2022

Total Value ($000): $1,137,593 (100.0% shares, 0.0% debt)

Holdings (158)

MSFT MICROSOFT CORP 4.9%
Value ($000) $55,923 Shares 181,386 Est. Cost $82.53 Unrealized +253.1%
AGG ISHARES TR 3.9%
Value ($000) $44,215 Shares 412,838 Est. Cost $113.70 Unrealized
IVV ISHARES TR 3.2%
Value ($000) $36,462 Shares 80,368 Est. Cost $353.73 Unrealized
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $36,069 Shares 70,727 Est. Cost $140.44 Unrealized +221.2%
GOOGL ALPHABET INC 3.2%
Value ($000) $35,946 Shares 12,924 Est. Cost $48.48 Unrealized +178.1%
PGR PROGRESSIVE CORP 2.8%
Value ($000) $31,604 Shares 277,254 Est. Cost $71.14 Unrealized +38.4%
IWM ISHARES TR 2.8%
Value ($000) $31,313 Shares 152,546 Est. Cost $177.03 Unrealized
LOW LOWES COS INC 2.6%
Value ($000) $29,978 Shares 148,266 Est. Cost $62.75 Unrealized +240.0%
DHR DANAHER CORPORATION 2.5%
Value ($000) $28,194 Shares 96,117 Est. Cost $80.23 Unrealized +206.3%
V VISA INC 2.4%
Value ($000) $26,768 Shares 120,702 Est. Cost $97.92 Unrealized +114.5%
IJH ISHARES TR 2.3%
Value ($000) $26,157 Shares 97,477 Est. Cost $219.75 Unrealized
LLY LILLY ELI & CO 2.2%
Value ($000) $25,442 Shares 88,843 Est. Cost $129.85 Unrealized +91.4%
NEE NEXTERA ENERGY INC 2.1%
Value ($000) $23,581 Shares 278,374 Est. Cost $56.44 Unrealized +27.7%
LQD ISHARES TR 2.1%
Value ($000) $23,434 Shares 193,766 Est. Cost $128.42 Unrealized
CWB SPDR SER TR 2.0%
Value ($000) $22,649 Shares 294,333 Est. Cost $57.69 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $21,595 Shares 121,847 Est. Cost $83.48 Unrealized +81.8%
PNC PNC FINL SVCS GROUP INC 1.9%
Value ($000) $21,558 Shares 116,875 Est. Cost $83.66 Unrealized +108.1%
ACN ACCENTURE PLC IRELAND 1.8%
Value ($000) $20,978 Shares 62,206 Est. Cost $163.40 Unrealized +94.9%
CHD CHURCH & DWIGHT CO INC 1.8%
Value ($000) $20,885 Shares 210,157 Est. Cost $47.59 Unrealized +99.9%
AMT AMERICAN TOWER CORP NEW 1.8%
Value ($000) $20,423 Shares 81,293 Est. Cost $133.00 Unrealized +61.5%
TIP ISHARES TR 1.8%
Value ($000) $20,409 Shares 163,838 Est. Cost $120.57 Unrealized
ROP ROPER TECHNOLOGIES INC 1.8%
Value ($000) $19,996 Shares 42,343 Est. Cost $255.26 Unrealized +72.0%
SPY SPDR S&P 500 ETF TR 1.7%
Value ($000) $19,464 Shares 43,096 Est. Cost $334.64 Unrealized
SJNK SPDR SER TR 1.7%
Value ($000) $19,113 Shares 728,405 Est. Cost $26.92 Unrealized
UNP UNION PAC CORP 1.6%
Value ($000) $18,185 Shares 66,560 Est. Cost $95.53 Unrealized +141.4%
SPYD SPDR SER TR 1.6%
Value ($000) $17,660 Shares 401,818 Est. Cost $38.79 Unrealized
MCD MCDONALDS CORP 1.5%
Value ($000) $16,667 Shares 67,402 Est. Cost $169.41 Unrealized +34.5%
USB US BANCORP DEL 1.4%
Value ($000) $16,482 Shares 310,112 Est. Cost $34.77 Unrealized +37.6%
PFF ISHARES TR 1.4%
Value ($000) $16,467 Shares 452,138 Est. Cost $38.55 Unrealized
CRM SALESFORCE COM INC 1.4%
Value ($000) $16,430 Shares 77,386 Est. Cost $181.25 Unrealized +17.3%
ABBV ABBVIE INC 1.3%
Value ($000) $15,010 Shares 92,593 Est. Cost $88.55 Unrealized +42.8%
ADBE ADOBE SYSTEMS INCORPORATED 1.3%
Value ($000) $14,250 Shares 31,275 Est. Cost $407.99 Unrealized +17.9%
CLX CLOROX CO DEL 1.2%
Value ($000) $13,641 Shares 98,115 Est. Cost $87.99 Unrealized +53.1%
SONY SONY GROUP CORPORATION 1.2%
Value ($000) $13,309 Shares 129,581 Est. Cost $103.44 Unrealized
LINDE PLC 1.2%
Value ($000) $13,261 Shares 41,515 Est. Cost $176.26 Unrealized
PEP PEPSICO INC 1.2%
Value ($000) $13,228 Shares 79,030 Est. Cost $69.74 Unrealized +112.8%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $12,722 Shares 69,336 Est. Cost $168.92 Unrealized -6.9%
XEL XCEL ENERGY INC 1.1%
Value ($000) $12,400 Shares 171,820 Est. Cost $45.57 Unrealized +32.5%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $12,301 Shares 75,544 Est. Cost $72.57 Unrealized +69.1%
HON HONEYWELL INTL INC 1.1%
Value ($000) $12,211 Shares 62,755 Est. Cost $124.50 Unrealized +36.8%
EL LAUDER ESTEE COS INC 1.0%
Value ($000) $11,520 Shares 42,305 Est. Cost $195.77 Unrealized +44.2%
BR BROADRIDGE FINL SOLUTIONS IN 1.0%
Value ($000) $11,494 Shares 73,820 Est. Cost $150.50 Unrealized -4.7%
IEF ISHARES TR 1.0%
Value ($000) $11,058 Shares 102,890 Est. Cost $113.39 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $10,684 Shares 48,047 Est. Cost $186.69 Unrealized +32.9%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $9,780 Shares 191,981 Est. Cost $31.18 Unrealized +33.1%
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $9,246 Shares 33,887 Est. Cost $25.27 Unrealized -1.0%
NKE NIKE INC 0.8%
Value ($000) $9,127 Shares 67,831 Est. Cost $61.85 Unrealized +113.3%
PFE PFIZER INC 0.8%
Value ($000) $8,770 Shares 169,408 Est. Cost $18.79 Unrealized +126.0%
TJX TJX COS INC NEW 0.6%
Value ($000) $7,334 Shares 121,071 Est. Cost $40.07 Unrealized +57.8%
ISHARES TR 0.6%
Value ($000) $7,296 Shares 288,590 Est. Cost $25.89 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $7,224 Shares 44,550 Est. Cost $171.76 Unrealized
ISHARES TR 0.6%
Value ($000) $7,023 Shares 279,794 Est. Cost $26.03 Unrealized
OEF ISHARES TR 0.6%
Value ($000) $6,842 Shares 32,811 Est. Cost $219.12 Unrealized
TSLA TESLA INC 0.6%
Value ($000) $6,751 Shares 6,265 Est. Cost $230.62 Unrealized +35.1%
ISHARES TR 0.6%
Value ($000) $6,677 Shares 264,430 Est. Cost $26.47 Unrealized
MUB ISHARES TR 0.6%
Value ($000) $6,574 Shares 59,958 Est. Cost $114.55 Unrealized
ISHARES TR 0.5%
Value ($000) $5,440 Shares 217,261 Est. Cost $25.39 Unrealized
IBDR ISHARES TR 0.5%
Value ($000) $5,360 Shares 217,450 Est. Cost $25.98 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $5,007 Shares 31,751 Est. Cost $105.44 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $4,901 Shares 63,423 Est. Cost $110.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $4,602 Shares 99,772 Est. Cost $49.60 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $4,262 Shares 36,853 Est. Cost $176.05 Unrealized -24.6%
NFLX NETFLIX INC 0.3%
Value ($000) $3,978 Shares 10,620 Est. Cost $41.08 Unrealized +1.4%
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $3,349 Shares 69,726 Est. Cost $51.02 Unrealized
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $3,318 Shares 54,656 Est. Cost $62.90 Unrealized
DVY ISHARES TR 0.3%
Value ($000) $3,027 Shares 23,627 Est. Cost $99.05 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $2,423 Shares 31,052 Est. Cost $48.39 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,913 Shares 24,555 Est. Cost $80.83 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $1,862 Shares 17,184 Est. Cost $113.20 Unrealized
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,847 Shares 10,511 Est. Cost $114.10 Unrealized +40.5%
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,708 Shares 22,512 Est. Cost $52.51 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,698 Shares 608 Est. Cost $78.00 Unrealized +73.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,662 Shares 20,128 Est. Cost $53.48 Unrealized +26.9%
IWN ISHARES TR 0.1%
Value ($000) $1,652 Shares 10,233 Est. Cost $133.41 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,568 Shares 2,724 Est. Cost $357.27 Unrealized +40.2%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,444 Shares 30,483 Est. Cost $60.80 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,419 Shares 9,285 Est. Cost $105.80 Unrealized +34.3%
IWO ISHARES TR 0.1%
Value ($000) $1,370 Shares 5,355 Est. Cost $197.78 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,334 Shares 5,860 Est. Cost $201.40 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,265 Shares 13,136 Est. Cost $105.97 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,254 Shares 8,422 Est. Cost $118.04 Unrealized -2.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1,225 Shares 4,581 Est. Cost $214.99 Unrealized +15.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,179 Shares 9,576 Est. Cost $110.64 Unrealized +3.1%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,144 Shares 2,558 Est. Cost $324.24 Unrealized +19.6%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,083 Shares 6,812 Est. Cost $59.11 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $960 Shares 11,698 Est. Cost $65.26 Unrealized +7.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $937 Shares 6,831 Est. Cost $146.75 Unrealized -3.8%
KO COCA COLA CO 0.1%
Value ($000) $901 Shares 14,540 Est. Cost $31.31 Unrealized +72.7%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $897 Shares 8,036 Est. Cost $76.36 Unrealized +16.8%
IWB ISHARES TR 0.1%
Value ($000) $881 Shares 3,524 Est. Cost $191.08 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $863 Shares 5,650 Est. Cost $140.20 Unrealized +9.5%
IBDS ISHARES TR 0.1%
Value ($000) $856 Shares 34,335 Est. Cost $25.67 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $846 Shares 2,828 Est. Cost $207.60 Unrealized +51.2%
INTC INTEL CORP 0.1%
Value ($000) $816 Shares 16,462 Est. Cost $30.48 Unrealized +51.5%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $796 Shares 9,612 Est. Cost $82.81 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $676 Shares 4,959 Est. Cost $98.95 Unrealized +35.1%
PLD PROLOGIS INC. 0.1%
Value ($000) $670 Shares 4,152 Est. Cost $87.93 Unrealized +54.0%
IJR ISHARES TR 0.1%
Value ($000) $633 Shares 5,872 Est. Cost $93.71 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $622 Shares 7,318 Est. Cost $58.84 Unrealized +13.7%
CSCO CISCO SYS INC 0.1%
Value ($000) $603 Shares 10,812 Est. Cost $28.20 Unrealized +78.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $578 Shares 1,734 Est. Cost $253.95 Unrealized +22.9%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $561 Shares 12,812 Est. Cost $49.99 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $527 Shares 3,090 Est. Cost $148.65 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $479 Shares 811 Est. Cost $617.25 Unrealized -8.0%
DEO DIAGEO PLC 0.0%
Value ($000) $472 Shares 2,324 Est. Cost $164.83 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $468 Shares 1,641 Est. Cost $188.95 Unrealized +33.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $447 Shares 1,482 Est. Cost $292.14 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $447 Shares 7,116 Est. Cost $30.67 Unrealized +91.2%
IEI ISHARES TR 0.0%
Value ($000) $442 Shares 3,624 Est. Cost $127.26 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $440 Shares 1,973 Est. Cost $192.06 Unrealized +1.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $431 Shares 5,730 Est. Cost $47.64 Unrealized +44.8%
O REALTY INCOME CORP 0.0%
Value ($000) $422 Shares 6,092 Est. Cost $55.33 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $418 Shares 2,806 Est. Cost $43.64 Unrealized +2.2%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $416 Shares 5,433 Est. Cost $64.40 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $414 Shares 1,001 Est. Cost $446.03 Unrealized +3.0%
BLACKROCK INC 0.0%
Value ($000) $414 Shares 542 Est. Cost $763.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $413 Shares 936 Est. Cost $322.39 Unrealized +13.2%
GLD SPDR GOLD TR 0.0%
Value ($000) $405 Shares 2,242 Est. Cost $161.83 Unrealized
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $401 Shares 4,900 Est. Cost $86.81 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $395 Shares 4,341 Est. Cost $80.56 Unrealized +6.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $388 Shares 5,313 Est. Cost $51.01 Unrealized +11.4%
IBB ISHARES TR 0.0%
Value ($000) $376 Shares 2,886 Est. Cost $117.53 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $371 Shares 1,967 Est. Cost $151.85 Unrealized +25.3%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $351 Shares 4,633 Est. Cost $63.14 Unrealized +14.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $346 Shares 2,660 Est. Cost $102.35 Unrealized +9.5%
CPRT COPART INC 0.0%
Value ($000) $340 Shares 2,711 Est. Cost $28.19 Unrealized +12.6%
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $340 Shares 2,100 Est. Cost $173.06 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $339 Shares 1,195 Est. Cost $286.25 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $333 Shares 680 Est. Cost $356.34 Unrealized
DE DEERE & CO 0.0%
Value ($000) $333 Shares 801 Est. Cost $363.01 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $330 Shares 1,189 Est. Cost $237.86 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $324 Shares 205 Est. Cost $15.95 Unrealized +88.8%
ASML ASML HOLDING N V 0.0%
Value ($000) $321 Shares 481 Est. Cost $667.36 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $316 Shares 5,517 Est. Cost $66.02 Unrealized -18.2%
MRNA MODERNA INC 0.0%
Value ($000) $311 Shares 1,805 Est. Cost $107.33 Unrealized +56.9%
ORCL ORACLE CORP 0.0%
Value ($000) $310 Shares 3,748 Est. Cost $70.87 Unrealized +8.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $309 Shares 1,239 Est. Cost $226.28 Unrealized +17.8%
HDV ISHARES TR 0.0%
Value ($000) $307 Shares 2,868 Est. Cost $94.14 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $278 Shares 1,674 Est. Cost $167.82 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $275 Shares 920 Est. Cost $152.53 Unrealized 0.0%
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $263 Shares 5,150 Est. Cost $48.56 Unrealized -0.6%
T AT&T INC 0.0%
Value ($000) $259 Shares 10,964 Est. Cost $13.71 Unrealized +8.8%
TFC TRUIST FINL CORP 0.0%
Value ($000) $258 Shares 4,550 Est. Cost $43.57 Unrealized +16.2%
SO SOUTHERN CO 0.0%
Value ($000) $257 Shares 3,549 Est. Cost $46.11 Unrealized +27.3%
BFS SAUL CTRS INC 0.0%
Value ($000) $250 Shares 4,740 Est. Cost $52.74 Unrealized
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $246 Shares 4,615 Est. Cost $85.68 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $242 Shares 1,065 Est. Cost $186.36 Unrealized 0.0%
NEM NEWMONT CORP 0.0%
Value ($000) $238 Shares 3,000 Est. Cost $51.26 Unrealized +17.1%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $230 Shares 905 Est. Cost $254.14 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $224 Shares 855 Est. Cost $197.30 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $223 Shares 674 Est. Cost $319.80 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $217 Shares 528 Est. Cost $394.19 Unrealized 0.0%
COHEN & STEERS REIT & PFD & 0.0%
Value ($000) $215 Shares 8,000 Est. Cost $27.25 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $214 Shares 892 Est. Cost $200.81 Unrealized +8.7%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $211 Shares 1,007 Est. Cost $210.30 Unrealized -3.2%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $207 Shares 3,589 Est. Cost $60.68 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $200 Shares 1,431 Est. Cost $190.00 Unrealized -17.4%
MIND MEDICINE MINDMED INC 0.0%
Value ($000) $20 Shares 17,750 Est. Cost $2.67 Unrealized