1919 Investment Counsel, LLC

data from 30/09/2014

Capitalization

$ 4.863 B -0.81 %

Average holding period

12 ans

Performance

$ 1.627 B 19 729.58 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in 1919 Investment Counsel, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/09/30 XOM EXXON MOBIL CORP 3.75% 182.164 M $ 1936884 2010/08/12 -12.462 M $ -6.59 %
2014/09/30 AAPL APPLE INC 2.40% 116.879 M $ 1160083 2010/08/12 8.892 M $ 8.44 %
2014/09/30 GILD GILEAD SCIENCES INC 1.79% 87.147 M $ 818657 2010/08/12 20.083 M $ 28.39 %
2014/09/30 VFC V F CORP 1.76% 85.666 M $ 1297372 2010/08/12 4.018 M $ 4.80 %
2014/09/30 SLB SCHLUMBERGER LTD 1.52% 73.738 M $ 725122 2010/08/12 -11.707 M $ -13.79 %
2014/09/30 USB US BANCORP DEL 1.41% 68.567 M $ 1639181 2010/08/12 -2.461 M $ -3.44 %
2014/09/30 WFC WELLS FARGO & CO NEW 1.41% 68.369 M $ 1318079 2010/08/12 -911.890 K $ -1.31 %
2014/09/30 CVS CVS HEALTH CORP 1.38% 67.152 M $ 843714 2010/08/12 3.581 M $ 5.60 %
2014/09/30 AXP AMERICAN EXPRESS CO 1.35% 65.858 M $ 752313 2010/08/12 -5.649 M $ -7.73 %
2014/09/30 CELG CELGENE CORP 1.35% 65.647 M $ 692618 2010/08/12 6.448 M $ 10.36 %
2014/09/30 JPM JPMORGAN CHASE & CO 1.26% 61.156 M $ 1015197 2010/08/12 2.495 M $ 4.55 %
2014/09/30 AWK AMERICAN WTR WKS CO INC NEW 1.22% 59.361 M $ 1230789 2010/08/12 -1.511 M $ -2.47 %
2014/09/30 UNH UNITEDHEALTH GROUP INC 1.21% 59.048 M $ 684603 2010/08/12 3.185 M $ 5.50 %
2014/09/30 PEP PEPSICO INC 1.21% 59.008 M $ 633876 2010/08/12 2.387 M $ 4.20 %
2014/09/30 CVX CHEVRON CORP NEW 1.21% 58.798 M $ 492767 2010/08/12 -5.685 M $ -8.60 %
2014/09/30 CERN CERNER CORP 1.18% 57.350 M $ 962732 2010/08/12 6.268 M $ 15.49 %
2014/09/30 UNITED TECHNOLOGIES CORP 1.18% 57.239 M $ 542031 2010/08/12 -5.210 M $ -8.53 %
2014/09/30 DHR DANAHER CORP DEL 1.16% 56.479 M $ 743333 2010/08/12 -2.075 M $ -3.50 %
2014/09/30 ESRX EXPRESS SCRIPTS HLDG CO 1.16% 56.433 M $ 798991 2012/06/30 1.328 M $ 1.88 %
2014/09/30 UNP UNION PAC CORP 1.16% 56.295 M $ 519229 2010/08/12 4.549 M $ 8.69 %
2014/09/30 GIS GENERAL MLS INC 1.14% 55.661 M $ 1103278 2010/08/12 -2.286 M $ -3.98 %
2014/09/30 PG PROCTER & GAMBLE CO 1.04% 50.409 M $ 601970 2010/08/12 3.106 M $ 6.55 %
2014/09/30 NOV NATIONAL OILWELL VARCO INC 1.03% 50.183 M $ 659429 2010/08/12 -4.522 M $ -7.59 %
2014/09/30 PWR QUANTA SVCS INC 1.02% 49.367 M $ 1360340 2010/08/12 2.197 M $ 4.95 %
2014/09/30 TJX TJX COS INC NEW 0.99% 47.978 M $ 810835 2010/08/12 5.043 M $ 11.33 %
2014/09/30 VMW VMWARE INC 0.99% 47.947 M $ 510939 2011/05/12 -1.453 M $ -3.07 %
2014/09/30 YUM YUM BRANDS INC 0.97% 47.292 M $ 657008 2010/08/12 -6.643 M $ -11.36 %
2014/09/30 EL LAUDER ESTEE COS INC 0.95% 46.296 M $ 619587 2010/08/12 284.749 K $ 0.62 %
2014/09/30 BWA BORGWARNER INC 0.93% 45.070 M $ 856676 2013/03/31 -10.256 M $ -19.27 %
2014/09/30 QCOM QUALCOMM INC 0.92% 44.927 M $ 600864 2010/08/12 -3.068 M $ -5.59 %
2014/09/30 JNJ JOHNSON & JOHNSON 0.91% 44.479 M $ 417282 2010/08/12 802.514 K $ 1.88 %
2014/09/30 PH PARKER HANNIFIN CORP 0.87% 42.366 M $ 371137 2010/08/12 -3.524 M $ -9.21 %
2014/09/30 HD HOME DEPOT INC 0.85% 41.462 M $ 451947 2010/08/12 4.687 M $ 13.32 %
2014/09/30 CROWN CASTLE INTL CORP 0.85% 41.462 M $ 514860 2010/08/12 3.336 M $ 8.44 %
2014/09/30 DD DU PONT E I DE NEMOURS & CO 0.82% 39.926 M $ 556382 2010/08/12 519.882 K $ 1.49 %
2014/09/30 TROW PRICE T ROWE GROUP INC 0.82% 39.809 M $ 507766 2010/08/12 -1.175 M $ -7.12 %
2014/09/30 GOOGL GOOGLE INC 0.79% 38.333 M $ 65146 2010/08/12 245.423 K $ 0.65 %
2014/09/30 APD AIR PRODS & CHEMS INC 0.79% 38.252 M $ 293836 2010/08/12 468.554 K $ 1.21 %
2014/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.78% 37.784 M $ 937562 2010/08/12 1.074 M $ 2.94 %
2014/09/30 GOOG GOOGLE INC 0.77% 37.305 M $ 64612 2014/06/30 131.795 K $ 0.35 %
2014/09/30 CSCO CISCO SYS INC 0.76% 36.878 M $ 1465119 2010/08/12 472.368 K $ 1.29 %
2014/09/30 NTAP NETAPP INC 0.74% 36.052 M $ 839180 2010/08/12 5.682 M $ 17.63 %
2014/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.74% 35.823 M $ 294347 2010/08/12 1.071 M $ 3.14 %
2014/09/30 ALLERGAN INC 0.70% 34.274 M $ 192342 2011/02/11 2.190 M $ 5.30 %
2014/09/30 HOT STARWOOD HOTELS&RESORTS WRLD 0.68% 32.904 M $ 395428 2010/08/12 943.402 K $ 2.96 %
2014/09/30 GE GENERAL ELECTRIC CO 0.67% 32.674 M $ 1275314 2010/08/12 -501.371 K $ -1.56 %
2014/09/30 V VISA INC 0.67% 32.592 M $ 152747 2010/08/12 412.177 K $ 1.25 %
2014/09/30 ALXN ALEXION PHARMACEUTICALS INC 0.66% 32.132 M $ 193772 2013/06/30 721.501 K $ 6.12 %
2014/09/30 BSV VANGUARD BD INDEX FD INC 0.58% 28.402 M $ 354703 2010/08/12 -86.559 K $ -0.34 %
2014/09/30 EBAY EBAY INC 0.57% 27.830 M $ 491426 2010/08/12 3.353 M $ 13.10 %
2014/09/30 RHI ROBERT HALF INTL INC 0.57% 27.685 M $ 564991 2012/06/30 706.266 K $ 2.64 %
2014/09/30 ACN ACCENTURE PLC IRELAND 0.56% 27.064 M $ 332801 2010/08/12 267.778 K $ 0.59 %
2014/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.56% 26.992 M $ 142189 2010/08/12 1.083 M $ 4.72 %
2014/09/30 NEE NEXTERA ENERGY INC 0.55% 26.932 M $ 286868 2010/11/11 -2.497 M $ -8.39 %
2014/09/30 ACGL ARCH CAP GROUP LTD 0.55% 26.770 M $ 489213 2010/08/12 -2.563 M $ -4.75 %
2014/09/30 DAL DELTA AIR LINES INC DEL 0.55% 26.629 M $ 736606 2010/08/12 -1.058 M $ -6.64 %
2014/09/30 MSFT MICROSOFT CORP 0.54% 26.261 M $ 566446 2010/08/12 2.701 M $ 11.17 %
2014/09/30 AMG AFFILIATED MANAGERS GROUP 0.53% 26.005 M $ 129791 2010/08/12 -670.365 K $ -2.45 %
2014/09/30 MRK MERCK & CO INC NEW 0.53% 25.704 M $ 433601 2010/08/12 617.508 K $ 2.46 %
2014/09/30 NORTHEAST UTILS 0.52% 25.089 M $ 566321 2010/08/12 -1.700 M $ -6.28 %
2014/09/30 POTASH CORP SASK INC 0.49% 23.954 M $ 693087 2010/08/12 -2.428 M $ -8.96 %
2014/09/30 NOBLE ENERGY INC 0.49% 23.888 M $ 349438 2010/08/12 -2.885 M $ -11.75 %
2014/09/30 ETN EATON CORP PLC 0.49% 23.718 M $ 374268 2012/12/31 -5.045 M $ -17.89 %
2014/09/30 EMR EMERSON ELEC CO 0.48% 23.100 M $ 369127 2010/08/12 -1.464 M $ -5.70 %
2014/09/30 MCD MCDONALDS CORP 0.47% 22.615 M $ 238524 2010/08/12 -1.691 M $ -5.89 %
2014/09/30 STT STATE STR CORP 0.46% 22.250 M $ 302265 2010/08/12 2.773 M $ 9.44 %
2014/09/30 FTI FMC TECHNOLOGIES INC 0.46% 22.190 M $ 408569 2010/08/12 -1.632 M $ -8.24 %
2014/09/30 ITW ILLINOIS TOOL WKS INC 0.45% 21.794 M $ 258161 2010/08/12 -1.012 M $ -3.59 %
2014/09/30 ET ENERGY TRANSFER EQUITY L P 0.45% 21.736 M $ 352330 2010/08/12 974.638 K $ 4.68 %
2014/09/30 WHR WHIRLPOOL CORP 0.44% 21.370 M $ 146721 2014/06/30 221.995 K $ 4.62 %
2014/09/30 MMP MAGELLAN MIDSTREAM PRTNRS LP 0.41% 20.079 M $ 238521 2010/08/12 33.347 K $ 0.17 %
2014/09/30 NVO NOVO-NORDISK A S 0.41% 19.959 M $ 419111 2010/08/12 544.135 K $ 3.07 %
2014/09/30 REGN REGENERON PHARMACEUTICALS 0.40% 19.549 M $ 54224 2014/06/30 51.512 K $ 27.55 %
2014/09/30 TARGA RESOURCES PARTNERS LP 0.40% 19.359 M $ 267570 2010/08/12 115.055 K $ 0.60 %
2014/09/30 INTC INTEL CORP 0.40% 19.254 M $ 552949 2010/08/12 2.198 M $ 12.69 %
2014/09/30 CAT CATERPILLAR INC DEL 0.40% 19.209 M $ 193962 2010/08/12 -1.790 M $ -8.87 %
2014/09/30 TGT TARGET CORP 0.39% 18.871 M $ 301065 2010/08/12 1.500 M $ 8.16 %
2014/09/30 KO COCA COLA CO 0.39% 18.866 M $ 442234 2010/08/12 131.963 K $ 0.71 %
2014/09/30 COVIDIEN PLC 0.39% 18.852 M $ 217916 2011/09/30 -1.574 M $ -4.07 %
2014/09/30 MARKWEST ENERGY PARTNERS L P 0.38% 18.558 M $ 241577 2010/08/12 1.267 M $ 7.32 %
2014/09/30 LOW LOWES COS INC 0.35% 17.092 M $ 322964 2010/08/12 1.584 M $ 10.27 %
2014/09/30 BPL BUCKEYE PARTNERS L P 0.33% 15.930 M $ 200021 2010/08/12 -687.785 K $ -4.12 %
2014/09/30 TTSH TILE SHOP HLDGS INC 0.32% 15.725 M $ 1700000 2014/03/31 -10.268 M $ -39.50 %
2014/09/30 ORCL ORACLE CORP 0.32% 15.337 M $ 400628 2010/08/12 -952.591 K $ -5.55 %
2014/09/30 TTEK TETRA TECH INC NEW 0.31% 15.305 M $ 612685 2010/08/12 -1.888 M $ -9.09 %
2014/09/30 VZ VERIZON COMMUNICATIONS INC 0.31% 15.137 M $ 302791 2010/08/12 321.681 K $ 2.17 %
2014/09/30 SCRIPPS NETWORKS INTERACT IN 0.30% 14.460 M $ 185164 2010/08/12 -581.741 K $ -3.76 %
2014/09/30 AG MTG INVT TR INC 0.29% 14.291 M $ 802823 2011/09/30 -1.172 M $ -5.97 %
2014/09/30 TRMB TRIMBLE NAVIGATION LTD 0.29% 14.181 M $ 464924 2010/08/12 -2.858 M $ -17.46 %
2014/09/30 WPZ WILLIAMS PARTNERS L P 0.29% 13.963 M $ 263190 2010/08/12 -327.345 K $ -2.29 %
2014/09/30 MMM 3M CO 0.28% 13.600 M $ 95984 2013/03/31 -121.266 K $ -0.91 %
2014/09/30 PRAXAIR INC 0.28% 13.551 M $ 105040 2010/08/12 -406.803 K $ -2.88 %
2014/09/30 EEP ENBRIDGE ENERGY PARTNERS L P 0.28% 13.392 M $ 344700 2010/08/12 663.360 K $ 5.20 %
2014/09/30 PFE PFIZER INC 0.28% 13.389 M $ 452769 2010/08/12 -49.062 K $ -0.39 %
2014/09/30 COP CONOCOPHILLIPS 0.26% 12.701 M $ 165978 2010/08/12 -1.537 M $ -10.74 %
2014/09/30 MET METLIFE INC 0.26% 12.605 M $ 234626 2010/08/12 -424.892 K $ -3.31 %
2014/09/30 LINKEDIN CORP 0.26% 12.604 M $ 60655 2014/06/30 7.872 K $ 18.74 %
2014/09/30 PAA PLAINS ALL AMERN PIPELINE L 0.26% 12.433 M $ 211224 2010/08/12 -243.103 K $ -1.98 %
2014/09/30 FUN CEDAR FAIR L P 0.25% 12.236 M $ 258840 2010/08/12 -1.457 M $ -10.64 %
2014/09/30 SHW SHERWIN WILLIAMS CO 0.25% 12.105 M $ 55276 2010/08/12 669.918 K $ 5.84 %