TRADITION CAPITAL MANAGEMENT LLC

data from 31/03/2019

Capitalization

$ 368.594 M 15.22 %

Average holding period

17 ans

Performance

$ 58.208 M 117 994.66 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TRADITION CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/03/31 JNJ Johnson & Johnson 2.61% 9.625 M $ 68860 2010/03/31 641.070 K $ 7.70 %
2019/03/31 BA Boeing Company 2.53% 9.311 M $ 24413 2013/06/30 1.663 M $ 21.41 %
2019/03/31 AVY Avery Dennison Corp. 2.40% 8.828 M $ 78129 2014/06/30 1.810 M $ 26.56 %
2019/03/31 SPY SPDR S&P 500 ETF Trust Series 2.33% 8.590 M $ 30410 2012/03/31 979.086 K $ 14.37 %
2019/03/31 MSFT Microsoft Corporation 2.27% 8.350 M $ 70805 2012/03/31 1.130 M $ 17.18 %
2019/03/31 ABBV AbbVie Inc. 2.18% 8.048 M $ 99866 2013/03/31 -1.041 M $ -12.38 %
2019/03/31 C Citigroup Inc. 2.11% 7.761 M $ 124746 2016/03/31 1.227 M $ 23.63 %
2019/03/31 JPM JPMorgan Chase & Co 2.01% 7.394 M $ 73044 2012/03/31 481.543 K $ 7.19 %
2019/03/31 MRK Merck & Co. Inc. 1.90% 7.001 M $ 84183 2012/03/31 807.459 K $ 9.01 %
2019/03/31 CFG Citizens Financial Group 1.89% 6.964 M $ 214284 2015/12/31 731.185 K $ 13.52 %
2019/03/31 WTW Willis Towers Watson Plc Ltd 1.88% 6.917 M $ 39384 2016/03/31 915.777 K $ 15.97 %
2019/03/31 INTC Intel Corporation 1.71% 6.313 M $ 117575 2010/09/30 875.399 K $ 16.15 %
2019/03/31 BMY Bristol-Myers Squibb Co. 1.67% 6.146 M $ 128821 2016/06/30 -515.034 K $ -9.41 %
2019/03/31 MMM 3M Company 1.65% 6.074 M $ 29235 2013/06/30 527.468 K $ 9.39 %
2019/03/31 SU Suncor Energy 1.57% 5.788 M $ 178489 2011/12/31 793.609 K $ 17.77 %
2019/03/31 MMC Marsh & McLennan Company Inc 1.56% 5.758 M $ 61327 2012/06/30 1.027 M $ 18.88 %
2019/03/31 CSCO Cisco Systems Inc. 1.55% 5.720 M $ 105950 2010/03/31 1.232 M $ 26.89 %
2019/03/31 NVS Novartis AG 1.52% 5.607 M $ 58326 2012/03/31 580.244 K $ 10.78 %
2019/03/31 WHR Whirlpool Corporation 1.51% 5.582 M $ 42011 2015/12/31 892.666 K $ 25.83 %
2019/03/31 RE Everest Re Group Ltd 1.51% 5.564 M $ 25767 2013/06/30 -9.039 K $ -0.20 %
2019/03/31 AAPL Apple Inc. 1.49% 5.491 M $ 28910 2010/03/31 919.327 K $ 21.23 %
2019/03/31 PKG Packaging Corp of America 1.48% 5.452 M $ 54866 2016/09/30 816.872 K $ 23.06 %
2019/03/31 TMO Thermo Fisher Scientific, Inc. 1.43% 5.284 M $ 19307 2012/06/30 1.096 M $ 23.42 %
2019/03/31 HAL Halliburton Company 1.32% 4.851 M $ 165575 2014/12/31 448.453 K $ 13.39 %
2019/03/31 PRU Prudential Financial Inc 1.18% 4.363 M $ 47495 2016/06/30 534.723 K $ 17.56 %
2019/03/31 UL Unilever PLC ADR 1.18% 4.359 M $ 75531 2010/03/31 353.332 K $ 10.11 %
2019/03/31 ZTS Zoetis Inc. 1.16% 4.270 M $ 42425 2014/03/31 686.256 K $ 18.71 %
2019/03/31 ABT Abbott Laboratories 1.11% 4.098 M $ 51264 2010/03/31 516.493 K $ 10.14 %
2019/03/31 NSRGY Nestle S.A. ADR 1.10% 4.058 M $ 42577 2017/12/31 611.820 K $ 16.99 %
2019/03/31 IBM IBM Corp 1.10% 4.047 M $ 28684 2010/03/31 287.357 K $ 26.05 %
2019/03/31 GOOG Alphabet Inc. Class C 1.09% 4.027 M $ 3433 2015/09/30 493.550 K $ 15.34 %
2019/03/31 SPTM SPDR Port Total Stock Market 1.09% 4.022 M $ 114333 2017/12/31 316.148 K $ 15.14 %
2019/03/31 CL Colgate-Palmolive Co 1.09% 4.009 M $ 58493 2010/09/30 541.567 K $ 14.75 %
2019/03/31 PNC PNC Financial Services 1.07% 3.937 M $ 32105 2013/03/31 301.260 K $ 8.55 %
2019/03/31 FDX FedEx Corp 1.06% 3.904 M $ 21525 2010/03/31 448.391 K $ 15.57 %
2019/03/31 TXN Texas Instruments, Inc. 1.01% 3.713 M $ 35007 2010/03/31 501.361 K $ 14.97 %
2019/03/31 UPS United Parcel Service Inc. 0.99% 3.641 M $ 32587 2010/03/31 505.850 K $ 17.33 %
2019/03/31 PSX Phillips 66 0.99% 3.635 M $ 38195 2014/12/31 264.433 K $ 10.36 %
2019/03/31 LNC Lincoln National Corp 0.97% 3.583 M $ 61050 2019/03/31 0.000 $ 0.00 %
2019/03/31 RDS-B Royal Dutch Shell PLC - ADR B 0.91% 3.364 M $ 52604 2007/03/31 308.921 K $ 7.84 %
2019/03/31 TM Toyota Motor Corporation 0.88% 3.230 M $ 27375 2017/09/30 90.629 K $ 3.27 %
2019/03/31 Elements US Portfolio 0.82% 3.035 M $ 255275 2017/12/31 349.288 K $ 13.45 %
2019/03/31 SLB Schlumberger Ltd. 0.79% 2.924 M $ 67121 2013/06/30 107.336 K $ 24.07 %
2019/03/31 AXP American Express Co. 0.79% 2.916 M $ 26679 2012/12/31 338.230 K $ 17.19 %
2019/03/31 VRSK Verisk Analytics, Inc. cl A 0.78% 2.882 M $ 21673 2019/03/31 0.000 $ 0.00 %
2019/03/31 KMB Kimberly-Clark Corp. 0.76% 2.803 M $ 22628 2010/03/31 351.875 K $ 7.75 %
2019/03/31 USB U.S. Bancorp 0.74% 2.722 M $ 56496 2010/03/31 178.579 K $ 7.38 %
2019/03/31 DEO Diageo PLC ADS 0.74% 2.718 M $ 16618 2011/03/31 640.672 K $ 15.21 %
2019/03/31 GS Goldman Sachs Group Inc 0.72% 2.650 M $ 13805 2013/09/30 355.240 K $ 17.78 %
2019/03/31 Van Eck Emergin Markets Fund 0.69% 2.555 M $ 154690 2017/12/31 209.727 K $ 15.29 %
2019/03/31 ARES Ares Management LP 0.69% 2.537 M $ 109327 2018/12/31 575.242 K $ 32.91 %
2019/03/31 LH Laboratory Corp of America 0.68% 2.507 M $ 16389 2012/03/31 465.619 K $ 22.50 %
2019/03/31 HBAN Huntington Bancshares, Inc. 0.67% 2.464 M $ 194328 2012/12/31 220.414 K $ 10.24 %
2019/03/31 Mirae Asset Emerging Markets-I 0.67% 2.459 M $ 213272 2018/03/31 217.447 K $ 10.65 %
2019/03/31 BABA Alibaba Group Holding Ltd 0.66% 2.438 M $ 13368 2017/06/30 524.832 K $ 31.98 %
2019/03/31 DIS Walt Disney Company 0.64% 2.352 M $ 21187 2010/09/30 60.388 K $ 2.61 %
2019/03/31 HBNC Horizon Bancorp IN 0.63% 2.316 M $ 143954 2014/06/30 44.926 K $ 2.85 %
2019/03/31 LOW Lowes Companies Inc. 0.63% 2.306 M $ 21068 2013/03/31 317.862 K $ 17.95 %
2019/03/31 Dream Global Real Estate Inves 0.60% 2.228 M $ 209920 2017/12/31 426.563 K $ 21.68 %
2019/03/31 KMX CarMax Inc. 0.59% 2.189 M $ 31375 2016/12/31 165.195 K $ 10.11 %
2019/03/31 MDT Medtronic, PLC 0.58% 2.125 M $ 23333 2014/12/31 -14.982 K $ -0.30 %
2019/03/31 META Facebook, Inc. cl A 0.55% 2.018 M $ 12110 2017/12/31 389.639 K $ 28.69 %
2019/03/31 LIN Linde PLC 0.55% 2.012 M $ 11437 2018/12/31 234.915 K $ 13.17 %
2019/03/31 VZ Verizon Communications, Inc. 0.54% 2.006 M $ 33932 2012/03/31 105.432 K $ 5.11 %
2019/03/31 SPYG SPDR Portfolio S&P 500 Growth 0.51% 1.893 M $ 50877 2018/03/31 151.278 K $ 15.61 %
2019/03/31 NXPI NXP Semiconductors NV 0.51% 1.869 M $ 21145 2018/06/30 354.225 K $ 28.82 %
2019/03/31 SPYV SPDR Port S&P 500 Value 0.50% 1.838 M $ 60707 2018/03/31 100.119 K $ 12.94 %
2019/03/31 NCLH Norwegian Cruise Line Hldgs 0.50% 1.834 M $ 33385 2018/09/30 355.416 K $ 32.37 %
2019/03/31 COST Costco Wholesale Corp 0.50% 1.825 M $ 7538 2010/03/31 303.923 K $ 19.88 %
2019/03/31 HD Home Depot Inc. 0.49% 1.801 M $ 9389 2010/03/31 222.812 K $ 13.87 %
2019/03/31 ITW Illinois Tool Works Inc. 0.47% 1.733 M $ 12080 2010/03/31 261.532 K $ 17.09 %
2019/03/31 BDX Becton Dickinson & Co. 0.47% 1.720 M $ 6889 2010/03/31 196.771 K $ 11.57 %
2019/03/31 AON Aon plc 0.45% 1.673 M $ 9805 2016/03/31 294.278 K $ 19.32 %
2019/03/31 SPYD SPDR Portfolio S&P 500 High 0.44% 1.639 M $ 43335 2018/03/31 89.046 K $ 12.25 %
2019/03/31 NVDA NVIDIA Corp 0.42% 1.563 M $ 8710 2018/09/30 139.079 K $ 36.60 %
2019/03/31 LSTR Landstar System Inc. 0.42% 1.532 M $ 14007 2015/12/31 213.869 K $ 16.34 %
2019/03/31 CVX Chevron Corp 0.41% 1.509 M $ 12252 2012/03/31 197.466 K $ 14.85 %
2019/03/31 PEP PepsiCo, Inc. 0.38% 1.416 M $ 11558 2010/03/31 131.351 K $ 10.43 %
2019/03/31 Primecap Odyssey Stock Fund 0.38% 1.416 M $ 44324 2017/12/31 210.045 K $ 11.06 %
2019/03/31 XOM Exxon Mobil Corporation 0.38% 1.413 M $ 17493 2010/09/30 242.948 K $ 19.86 %
2019/03/31 VUG Vanguard Growth ETF 0.38% 1.406 M $ 8991 2018/09/30 216.557 K $ 17.77 %
2019/03/31 HAIN Hain Celestial Group Inc. 0.38% 1.400 M $ 60560 2014/09/30 291.241 K $ 43.28 %
2019/03/31 EADSY Airbus SE 0.38% 1.395 M $ 42155 2018/06/30 203.581 K $ 39.00 %
2019/03/31 SYK Stryker Corp 0.36% 1.320 M $ 6685 2012/03/31 310.353 K $ 25.11 %
2019/03/31 Encana Corp 0.35% 1.275 M $ 176150 2018/12/31 152.328 K $ 25.47 %
2019/03/31 AIG American Intl Group, Inc. 0.32% 1.189 M $ 27623 2012/12/31 118.654 K $ 11.63 %
2019/03/31 KO Coca-Cola Company 0.32% 1.167 M $ 24918 2010/09/30 -14.597 K $ -1.33 %
2019/03/31 JPMorgan Growth Advantage-I 0.32% 1.166 M $ 54088 2017/12/31 264.858 K $ 18.01 %
2019/03/31 QCOM Qualcomm Inc. 0.32% 1.165 M $ 20445 2013/03/31 75.591 K $ 1.58 %
2019/03/31 FSLR First Solar, Inc. 0.32% 1.165 M $ 22060 2019/03/31 0.000 $ 0.00 %
2019/03/31 DXC DXC Technology 0.31% 1.138 M $ 17702 2019/03/31 0.000 $ 0.00 %
2019/03/31 ZBH Zimmer Biomet Holdings Inc 0.30% 1.114 M $ 8725 2016/03/31 194.702 K $ 23.18 %
2019/03/31 GVA Granite Construction Inc 0.29% 1.086 M $ 25180 2018/09/30 70.040 K $ 11.52 %
2019/03/31 LLY Eli Lilly & Co. 0.29% 1.080 M $ 8325 2010/03/31 117.957 K $ 11.52 %
2019/03/31 IJH iShares S&P MidCap 400 0.28% 1.020 M $ 5388 2017/12/31 138.513 K $ 15.60 %
2019/03/31 IVW iShares S&P 500 Growth Index 0.27% 1.002 M $ 5816 2016/03/31 135.550 K $ 15.60 %
2019/03/31 VTI Vanguard Total Stock Mkt 0.27% 989.000 K $ 6835 2017/06/30 129.650 K $ 14.70 %
2019/03/31 RRC Range Resources Corp 0.26% 971.000 K $ 86475 2018/12/31 95.338 K $ 16.41 %
2019/03/31 Royal Dutch Shell PLC - ADR A 0.26% 963.000 K $ 15395 2010/03/31 65.890 K $ 7.35 %
2019/03/31 WHF WhiteHorse Finance Inc. 0.26% 943.000 K $ 66446 2019/03/31 0.000 $ 0.00 %