FULTON BREAKEFIELD BROENNIMAN LLC Diversified Active

CIK: 0001119254 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 17, 2022

Total Value ($000): $1,064,544 (100.0% shares, 0.0% debt)

Holdings (158)

AAPL APPLE INC 4.5%
Value ($000) $47,705 Shares 345,189 Est. Cost $148.64 Unrealized +3.8%
MSFT MICROSOFT CORP 4.1%
Value ($000) $43,270 Shares 185,789 Est. Cost $87.63 Unrealized +193.1%
AGG ISHARES TR 3.6%
Value ($000) $38,124 Shares 395,723 Est. Cost $113.70 Unrealized
UNH UNITEDHEALTH GROUP INC 3.2%
Value ($000) $34,582 Shares 68,474 Est. Cost $140.44 Unrealized +252.5%
IVV ISHARES TR 2.9%
Value ($000) $31,031 Shares 86,521 Est. Cost $354.61 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $28,148 Shares 105,417 Est. Cost $313.43 Unrealized -9.2%
LOW LOWES COS INC 2.5%
Value ($000) $26,984 Shares 143,676 Est. Cost $62.75 Unrealized +190.7%
PGR PROGRESSIVE CORP 2.5%
Value ($000) $26,353 Shares 226,770 Est. Cost $71.14 Unrealized +54.4%
IWM ISHARES TR 2.3%
Value ($000) $24,957 Shares 151,327 Est. Cost $177.03 Unrealized
DHR DANAHER CORPORATION 2.3%
Value ($000) $24,755 Shares 95,843 Est. Cost $80.23 Unrealized +200.0%
GOOGL ALPHABET INC 2.3%
Value ($000) $24,290 Shares 253,950 Est. Cost $106.93 Unrealized +2.9%
IJH ISHARES TR 2.2%
Value ($000) $22,945 Shares 104,650 Est. Cost $219.94 Unrealized
LLY LILLY ELI & CO 2.1%
Value ($000) $22,511 Shares 69,619 Est. Cost $129.85 Unrealized +137.3%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $21,490 Shares 274,067 Est. Cost $56.44 Unrealized +36.6%
V VISA INC 2.0%
Value ($000) $21,232 Shares 119,516 Est. Cost $97.92 Unrealized +102.6%
HRB BLOCK H & R INC 1.9%
Value ($000) $20,495 Shares 481,791 Est. Cost $27.71 Unrealized +38.1%
CWB SPDR SER TR 1.9%
Value ($000) $19,928 Shares 314,820 Est. Cost $58.09 Unrealized
LQD ISHARES TR 1.8%
Value ($000) $19,359 Shares 188,960 Est. Cost $128.42 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $19,012 Shares 116,384 Est. Cost $83.48 Unrealized +83.2%
AMZN AMAZON COM INC 1.8%
Value ($000) $18,730 Shares 165,754 Est. Cost $125.25 Unrealized +0.9%
AMT AMERICAN TOWER CORP NEW 1.6%
Value ($000) $17,222 Shares 80,215 Est. Cost $133.00 Unrealized +72.0%
PNC PNC FINL SVCS GROUP INC 1.6%
Value ($000) $17,065 Shares 114,207 Est. Cost $83.66 Unrealized +69.7%
SJNK SPDR SER TR 1.6%
Value ($000) $16,985 Shares 714,270 Est. Cost $26.92 Unrealized
TIP ISHARES TR 1.6%
Value ($000) $16,555 Shares 157,815 Est. Cost $120.57 Unrealized
SPY SPDR S&P 500 ETF TR 1.5%
Value ($000) $15,756 Shares 44,112 Est. Cost $336.94 Unrealized
ACN ACCENTURE PLC IRELAND 1.5%
Value ($000) $15,532 Shares 60,365 Est. Cost $163.40 Unrealized +68.1%
MCD MCDONALDS CORP 1.4%
Value ($000) $15,301 Shares 66,311 Est. Cost $169.41 Unrealized +39.5%
CHD CHURCH & DWIGHT CO INC 1.4%
Value ($000) $14,778 Shares 206,861 Est. Cost $47.59 Unrealized +74.1%
SPYD SPDR SER TR 1.4%
Value ($000) $14,613 Shares 411,975 Est. Cost $38.72 Unrealized
PFF ISHARES TR 1.3%
Value ($000) $14,122 Shares 445,920 Est. Cost $38.55 Unrealized
LINDE PLC 1.3%
Value ($000) $13,606 Shares 50,470 Est. Cost $196.44 Unrealized
ROP ROPER TECHNOLOGIES INC 1.3%
Value ($000) $13,597 Shares 37,807 Est. Cost $255.26 Unrealized +56.0%
UNP UNION PAC CORP 1.2%
Value ($000) $12,734 Shares 65,361 Est. Cost $95.53 Unrealized +113.8%
PEP PEPSICO INC 1.2%
Value ($000) $12,658 Shares 77,534 Est. Cost $69.74 Unrealized +121.4%
CLX CLOROX CO DEL 1.2%
Value ($000) $12,368 Shares 96,334 Est. Cost $87.99 Unrealized +46.4%
USB US BANCORP DEL 1.2%
Value ($000) $12,300 Shares 305,056 Est. Cost $34.77 Unrealized +12.8%
ABBV ABBVIE INC 1.2%
Value ($000) $12,254 Shares 91,308 Est. Cost $88.55 Unrealized +43.6%
EL LAUDER ESTEE COS INC 1.1%
Value ($000) $12,221 Shares 56,605 Est. Cost $206.92 Unrealized +16.2%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $10,880 Shares 75,728 Est. Cost $73.43 Unrealized +80.9%
XEL XCEL ENERGY INC 1.0%
Value ($000) $10,867 Shares 169,794 Est. Cost $45.57 Unrealized +42.3%
CRM SALESFORCE INC 1.0%
Value ($000) $10,789 Shares 75,008 Est. Cost $181.25 Unrealized -7.6%
BR BROADRIDGE FINL SOLUTIONS IN 1.0%
Value ($000) $10,414 Shares 72,156 Est. Cost $150.50 Unrealized +1.7%
HON HONEYWELL INTL INC 1.0%
Value ($000) $10,259 Shares 61,443 Est. Cost $124.50 Unrealized +30.2%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $10,235 Shares 66,129 Est. Cost $168.92 Unrealized -10.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $9,647 Shares 117,852 Est. Cost $88.52 Unrealized -5.3%
IEF ISHARES TR 0.9%
Value ($000) $9,198 Shares 95,821 Est. Cost $113.39 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.8%
Value ($000) $9,016 Shares 131,499 Est. Cost $68.56 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.7%
Value ($000) $7,977 Shares 28,985 Est. Cost $407.99 Unrealized -7.3%
ALB ALBEMARLE CORP 0.7%
Value ($000) $7,751 Shares 29,311 Est. Cost $224.32 Unrealized +8.1%
SONY SONY GROUP CORPORATION 0.7%
Value ($000) $7,583 Shares 118,388 Est. Cost $103.44 Unrealized
TSLA TESLA INC 0.7%
Value ($000) $7,442 Shares 28,058 Est. Cost $267.72 Unrealized +4.3%
TJX TJX COS INC NEW 0.7%
Value ($000) $7,348 Shares 118,281 Est. Cost $40.07 Unrealized +49.5%
ISHARES TR 0.7%
Value ($000) $7,249 Shares 290,543 Est. Cost $25.88 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $7,148 Shares 163,351 Est. Cost $18.79 Unrealized +115.0%
ISHARES TR 0.7%
Value ($000) $7,096 Shares 291,417 Est. Cost $25.97 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $6,929 Shares 182,484 Est. Cost $31.18 Unrealized +14.7%
ISHARES TR 0.6%
Value ($000) $6,762 Shares 280,214 Est. Cost $26.36 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $6,588 Shares 48,743 Est. Cost $168.96 Unrealized
MUB ISHARES TR 0.6%
Value ($000) $6,096 Shares 59,429 Est. Cost $114.55 Unrealized
NKE NIKE INC 0.5%
Value ($000) $5,511 Shares 66,299 Est. Cost $61.85 Unrealized +64.2%
IBDR ISHARES TR 0.5%
Value ($000) $5,399 Shares 233,725 Est. Cost $25.80 Unrealized
OEF ISHARES TR 0.5%
Value ($000) $5,309 Shares 32,672 Est. Cost $219.12 Unrealized
ISHARES TR 0.5%
Value ($000) $5,101 Shares 203,787 Est. Cost $25.39 Unrealized
IJK ISHARES TR 0.4%
Value ($000) $3,864 Shares 61,319 Est. Cost $110.54 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $3,860 Shares 30,330 Est. Cost $105.44 Unrealized
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $2,876 Shares 55,515 Est. Cost $62.81 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,275 Shares 62,336 Est. Cost $49.60 Unrealized
DVY ISHARES TR 0.2%
Value ($000) $2,087 Shares 19,468 Est. Cost $99.05 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2,013 Shares 7,533 Est. Cost $280.28 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,771 Shares 20,281 Est. Cost $54.19 Unrealized +50.1%
IWR ISHARES TR 0.2%
Value ($000) $1,664 Shares 26,773 Est. Cost $48.39 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,610 Shares 7,145 Est. Cost $218.58 Unrealized -0.3%
VTWO VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $1,600 Shares 24,007 Est. Cost $73.75 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1,412 Shares 17,611 Est. Cost $112.36 Unrealized
IBDS ISHARES TR 0.1%
Value ($000) $1,332 Shares 57,900 Est. Cost $24.66 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,302 Shares 13,454 Est. Cost $106.10 Unrealized -5.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,291 Shares 2,733 Est. Cost $357.27 Unrealized +39.4%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,264 Shares 20,890 Est. Cost $52.51 Unrealized
IWN ISHARES TR 0.1%
Value ($000) $1,244 Shares 9,645 Est. Cost $133.41 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $1,182 Shares 12,290 Est. Cost $109.21 Unrealized +1.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,181 Shares 32,477 Est. Cost $50.37 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,178 Shares 9,328 Est. Cost $106.15 Unrealized +23.0%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1,176 Shares 2,500 Est. Cost $324.24 Unrealized +39.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,171 Shares 8,359 Est. Cost $114.10 Unrealized +29.5%
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,111 Shares 29,394 Est. Cost $60.80 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $1,073 Shares 5,196 Est. Cost $197.78 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,041 Shares 8,597 Est. Cost $147.52 Unrealized +4.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,012 Shares 8,989 Est. Cost $110.64 Unrealized +3.3%
MRK MERCK & CO INC 0.1%
Value ($000) $1,000 Shares 11,613 Est. Cost $65.26 Unrealized +23.2%
EFG ISHARES TR 0.1%
Value ($000) $912 Shares 12,575 Est. Cost $105.97 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $911 Shares 4,500 Est. Cost $214.99 Unrealized -5.6%
MMM 3M CO 0.1%
Value ($000) $910 Shares 8,232 Est. Cost $118.04 Unrealized -18.3%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $852 Shares 4,747 Est. Cost $201.40 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $784 Shares 6,596 Est. Cost $59.11 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $760 Shares 13,575 Est. Cost $31.31 Unrealized +79.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $751 Shares 8,077 Est. Cost $77.57 Unrealized +21.2%
HD HOME DEPOT INC 0.1%
Value ($000) $743 Shares 2,692 Est. Cost $207.60 Unrealized +30.4%
IWB ISHARES TR 0.1%
Value ($000) $689 Shares 3,493 Est. Cost $192.06 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $629 Shares 6,668 Est. Cost $145.92 Unrealized -28.3%
QCOM QUALCOMM INC 0.1%
Value ($000) $557 Shares 4,933 Est. Cost $140.20 Unrealized -9.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $545 Shares 5,213 Est. Cost $99.49 Unrealized +6.2%
IBDT ISHARES TR 0.0%
Value ($000) $531 Shares 22,300 Est. Cost $23.81 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $502 Shares 1,642 Est. Cost $253.95 Unrealized +33.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $495 Shares 7,167 Est. Cost $58.84 Unrealized +16.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $452 Shares 11,288 Est. Cost $29.12 Unrealized +37.5%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $449 Shares 4,404 Est. Cost $104.70 Unrealized +0.6%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $438 Shares 1,893 Est. Cost $294.97 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $435 Shares 2,911 Est. Cost $148.65 Unrealized +2.5%
BIV VANGUARD BD INDEX FDS 0.0%
Value ($000) $430 Shares 5,853 Est. Cost $85.35 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $422 Shares 4,153 Est. Cost $87.93 Unrealized +26.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $417 Shares 823 Est. Cost $616.28 Unrealized -10.1%
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $404 Shares 12,354 Est. Cost $49.99 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $399 Shares 4,615 Est. Cost $86.63 Unrealized +0.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $394 Shares 7,181 Est. Cost $30.67 Unrealized +84.6%
DEO DIAGEO PLC 0.0%
Value ($000) $388 Shares 2,286 Est. Cost $164.96 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $375 Shares 934 Est. Cost $371.83 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $369 Shares 956 Est. Cost $323.58 Unrealized +17.7%
IEI ISHARES TR 0.0%
Value ($000) $365 Shares 3,191 Est. Cost $127.26 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $364 Shares 2,352 Est. Cost $162.14 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $363 Shares 14,083 Est. Cost $30.48 Unrealized +6.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $355 Shares 4,208 Est. Cost $80.56 Unrealized -2.7%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $355 Shares 4,740 Est. Cost $80.15 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $347 Shares 3,978 Est. Cost $93.52 Unrealized
WMT WALMART INC 0.0%
Value ($000) $347 Shares 2,676 Est. Cost $43.64 Unrealized -3.8%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $345 Shares 5,655 Est. Cost $47.64 Unrealized +27.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $339 Shares 4,775 Est. Cost $51.01 Unrealized +22.1%
IBB ISHARES TR 0.0%
Value ($000) $338 Shares 2,886 Est. Cost $117.53 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $337 Shares 1,607 Est. Cost $188.95 Unrealized +17.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $335 Shares 2,042 Est. Cost $192.23 Unrealized -10.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $326 Shares 2,746 Est. Cost $103.18 Unrealized +12.1%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $325 Shares 715 Est. Cost $469.47 Unrealized -3.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.0%
Value ($000) $319 Shares 5,073 Est. Cost $64.40 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.0%
Value ($000) $311 Shares 2,381 Est. Cost $169.82 Unrealized -10.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $309 Shares 3,594 Est. Cost $176.05 Unrealized -49.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $305 Shares 4,810 Est. Cost $93.61 Unrealized -9.0%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $302 Shares 1,612 Est. Cost $282.78 Unrealized -24.1%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $290 Shares 1,195 Est. Cost $286.25 Unrealized -9.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $285 Shares 2,109 Est. Cost $157.56 Unrealized -8.0%
BLACKROCK INC 0.0%
Value ($000) $284 Shares 517 Est. Cost $763.84 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $280 Shares 3,979 Est. Cost $63.14 Unrealized +14.8%
ZTS ZOETIS INC 0.0%
Value ($000) $273 Shares 1,840 Est. Cost $151.85 Unrealized +6.3%
CPRT COPART INC 0.0%
Value ($000) $271 Shares 2,546 Est. Cost $28.19 Unrealized +5.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $269 Shares 179 Est. Cost $15.95 Unrealized +94.4%
DE DEERE & CO 0.0%
Value ($000) $268 Shares 801 Est. Cost $363.01 Unrealized -10.0%
IWF ISHARES TR 0.0%
Value ($000) $268 Shares 1,273 Est. Cost $235.92 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $265 Shares 4,560 Est. Cost $55.33 Unrealized +3.6%
ASML ASML HOLDING N V 0.0%
Value ($000) $254 Shares 612 Est. Cost $604.69 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $248 Shares 892 Est. Cost $200.81 Unrealized +31.9%
SO SOUTHERN CO 0.0%
Value ($000) $241 Shares 3,549 Est. Cost $46.11 Unrealized +45.2%
FTNT FORTINET INC 0.0%
Value ($000) $236 Shares 4,800 Est. Cost $59.39 Unrealized -8.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $235 Shares 1,938 Est. Cost $25.27 Unrealized -37.5%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $225 Shares 1,099 Est. Cost $226.28 Unrealized +1.5%
IWD ISHARES TR 0.0%
Value ($000) $223 Shares 1,643 Est. Cost $163.57 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $217 Shares 2,651 Est. Cost $106.08 Unrealized -11.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $213 Shares 855 Est. Cost $152.53 Unrealized -11.0%
MRNA MODERNA INC 0.0%
Value ($000) $208 Shares 1,755 Est. Cost $107.33 Unrealized +41.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $206 Shares 702 Est. Cost $318.35 Unrealized -6.7%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $203 Shares 905 Est. Cost $254.14 Unrealized