LEVITT CAPITAL MANAGEMENT LLC

data from 30/06/2014

Capitalization

$ 41.759 M -60.37 %

Average holding period

2 ans

Performance

$ 30.983 M 16 795.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LEVITT CAPITAL MANAGEMENT LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2014/06/30 MINT Pimco Enhanced Short - Term Maturity Fund 12.85% 5.365 M $ 52905 2012/12/31 7.111 K $ 0.03 %
2014/06/30 GLD SPDR Gold Trust 5.76% 2.404 M $ 18774 2012/12/31 227.285 K $ 3.58 %
2014/06/30 XLU Utilities Select Sector SPDR 5.51% 2.300 M $ 51969 2014/06/30 0.000 $ 0.00 %
2014/06/30 LQD Ishares Iboxx Inv Gr Corp BD 4.94% 2.064 M $ 17310 2012/12/31 110.828 K $ 1.98 %
2014/06/30 OEF Ishares S&P 100 ETF 3.72% 1.553 M $ 17952 2014/06/30 0.000 $ 0.00 %
2014/06/30 IGF Ishares Global Infrastructure 2.82% 1.178 M $ 26575 2014/06/30 0.000 $ 0.00 %
2014/06/30 XLB Materials Select Sector SPDR 2.80% 1.168 M $ 23538 2014/06/30 0.000 $ 0.00 %
2014/06/30 Powershares DB Oil Fund 2.72% 1.135 M $ 36912 2014/03/31 216.407 K $ 7.44 %
2014/06/30 PSX Phillips 66 2.66% 1.111 M $ 13817 2013/12/31 125.832 K $ 4.37 %
2014/06/30 Greenhaven Continuous Commodity 2.63% 1.097 M $ 39281 2014/06/30 0.000 $ 0.00 %
2014/06/30 VLO Valero Energy Corporation 2.59% 1.081 M $ 21582 2013/12/31 -175.005 K $ -5.65 %
2014/06/30 EFR Eaton Vance Senior Floating Rate Trust 2.38% 993.000 K $ 66791 2014/03/31 -53.469 K $ -1.91 %
2014/06/30 Ishares Mortgage Real Estate 2.10% 876.000 K $ 69295 2013/12/31 72.681 K $ 3.10 %
2014/06/30 MPC Marathon Petroleum Corporation 1.96% 819.000 K $ 10490 2012/12/31 -260.159 K $ -10.32 %
2014/06/30 TIP Ishares Tips Bond ETF 1.94% 810.000 K $ 7018 2014/06/30 0.000 $ 0.00 %
2014/06/30 STPZ Pimco 1-5 Year U.S. TIPS Index 1.93% 807.000 K $ 15070 2014/06/30 0.000 $ 0.00 %
2014/06/30 Pimco Global Advantage Inflation ETF 1.93% 804.000 K $ 15776 2014/06/30 0.000 $ 0.00 %
2014/06/30 HDB HDFC Bank Ltd. ADR 1.92% 802.000 K $ 17132 2014/06/30 0.000 $ 0.00 %
2014/06/30 GLP Global Partners LP 1.86% 777.000 K $ 19129 2012/12/31 210.423 K $ 11.13 %
2014/06/30 IBN ICICI Bank Ltd. ADR 1.85% 773.000 K $ 15499 2014/06/30 0.000 $ 0.00 %
2014/06/30 Market Vectors Gold Miners 1.73% 723.000 K $ 27351 2013/09/30 204.503 K $ 11.95 %
2014/06/30 CLMT Calumet Specialty Products 1.69% 704.000 K $ 22144 2012/12/31 364.305 K $ 23.07 %
2014/06/30 TSN Tyson Foods Inc. 1.52% 635.000 K $ 16919 2014/06/30 0.000 $ 0.00 %
2014/06/30 XLP Consumer Staples SPDR 1.39% 580.000 K $ 13005 2014/06/30 0.000 $ 0.00 %
2014/06/30 CRM Salesforce.com Inc. 1.37% 571.000 K $ 9829 2012/12/31 33.172 K $ 1.73 %
2014/06/30 CGNX Cognex Corp. 1.26% 525.000 K $ 13660 2013/06/30 168.129 K $ 13.41 %
2014/06/30 ROK Rockwell Automation, Inc. 1.09% 456.000 K $ 3645 2013/06/30 6.182 K $ 0.49 %
2014/06/30 JD JD.com Inc. ADR 1.03% 431.000 K $ 15105 2014/06/30 0.000 $ 0.00 %
2014/06/30 XEC Cimarex Energy Co. 0.90% 375.000 K $ 2612 2014/06/30 0.000 $ 0.00 %
2014/06/30 DVA Davita Healthcare Partners 0.89% 373.000 K $ 5161 2014/03/31 48.361 K $ 5.04 %
2014/06/30 META Facebook Inc-A 0.89% 370.000 K $ 5497 2013/09/30 213.629 K $ 11.71 %
2014/06/30 HAL Halliburton Co. 0.88% 367.000 K $ 5175 2014/06/30 0.000 $ 0.00 %
2014/06/30 IPGP IPG Photonics Corp. 0.84% 350.000 K $ 5089 2014/06/30 0.000 $ 0.00 %
2014/06/30 Bonanza Creek Energy Inc. 0.83% 348.000 K $ 6078 2014/06/30 0.000 $ 0.00 %
2014/06/30 ALLE Allegion Plc. 0.83% 346.000 K $ 6103 2014/06/30 0.000 $ 0.00 %
2014/06/30 GOOGL Google Inc. 0.80% 336.000 K $ 574 2013/03/31 82.300 K $ 4.80 %
2014/06/30 SWK Stanely Black & Decker Inc. 0.80% 334.000 K $ 3802 2014/06/30 0.000 $ 0.00 %
2014/06/30 NOC Northrop Grumman Corp. 0.79% 330.000 K $ 2756 2014/06/30 0.000 $ 0.00 %
2014/06/30 GD General Dynamics Corp. 0.79% 329.000 K $ 2822 2014/06/30 0.000 $ 0.00 %
2014/06/30 L-3 Communications Holdings 0.79% 328.000 K $ 2720 2014/06/30 0.000 $ 0.00 %
2014/06/30 LMT Lockheed Martin Corp. 0.79% 328.000 K $ 2039 2014/06/30 0.000 $ 0.00 %
2014/06/30 GOOG Google Inc.- CL C 0.79% 328.000 K $ 571 2014/06/30 0.000 $ 0.00 %
2014/06/30 Encana Corp. 0.77% 322.000 K $ 13575 2014/06/30 0.000 $ 0.00 %
2014/06/30 HII Huntington Ingalls Industries, Inc. 0.75% 313.000 K $ 3312 2014/06/30 0.000 $ 0.00 %
2014/06/30 RTN Raytheon Company 0.74% 309.000 K $ 3346 2014/06/30 0.000 $ 0.00 %
2014/06/30 N Netsuite Inc. 0.72% 300.000 K $ 3453 2012/12/31 -74.745 K $ -8.38 %
2014/06/30 ADBE Adobe Systems Inc. 0.67% 279.000 K $ 3854 2012/12/31 69.437 K $ 10.06 %
2014/06/30 Avago Technologies Ltd (SG) 0.55% 230.000 K $ 3193 2014/03/31 130.964 K $ 11.83 %
2014/06/30 VIPS Vipshop Holdings Ltd. 0.54% 225.000 K $ 1197 2013/12/31 253.363 K $ 25.72 %
2014/06/30 Red Hat Inc. 0.51% 215.000 K $ 3897 2013/12/31 46.640 K $ 4.15 %
2014/06/30 KEX Kirby Corp. 0.51% 212.000 K $ 1806 2013/03/31 78.115 K $ 15.69 %
2014/06/30 FTNT Fortinet, Inc. 0.51% 211.000 K $ 8384 2014/03/31 140.656 K $ 14.07 %
2014/06/30 ARM Arm Holdings Plc. - ADR 0.44% 185.000 K $ 4090 2012/12/31 0.000 $ 0.00 %
2014/06/30 LVS Las Vegas Sands Corp 0.43% 180.000 K $ 2359 2013/12/31 -30.237 K $ -5.64 %
2014/06/30 CRAY Cray Inc. 0.41% 172.000 K $ 6482 2012/12/31 -271.869 K $ -28.74 %
2014/06/30 Qihoo 360 Technology Co 0.41% 172.000 K $ 1874 2013/09/30 -79.827 K $ -7.80 %
2014/06/30 NOW Servicenow, Inc. 0.41% 171.000 K $ 2761 2014/03/31 30.175 K $ 3.41 %
2014/06/30 WDAY Workday Inc. CL A 0.38% 157.000 K $ 1746 2012/12/31 -14.823 K $ -1.72 %
2014/06/30 Ultimate Software Group, Inc. 0.36% 151.000 K $ 1091 2014/03/31 7.977 K $ 1.00 %
2014/06/30 GWRE GuideWire Software, Inc. 0.34% 142.000 K $ 3504 2014/03/31 -157.404 K $ -17.11 %
2014/06/30 Tableau Software, Inc. 0.31% 130.000 K $ 1822 2014/03/31 -46.100 K $ -6.20 %
2014/06/30 Nimble Storage Inc. 0.28% 117.000 K $ 3826 2014/03/31 -149.298 K $ -19.31 %
2014/06/30 Linkedin Corp - A 0.28% 116.000 K $ 676 2012/12/31 -48.126 K $ -7.18 %
2014/06/30 Market Vectors Junior Gold Miners 0.16% 66.000 K $ 1550 2014/06/30 0.000 $ 0.00 %
2014/06/30 Textura Corp 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 KKR & Co. L.P. 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 SPY S&P 500 Index ETF 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 Soufun Holdings Ltd 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/06/30 Grupo Fin Santander-ADR 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 SGI Silicon Graphics International 0.00% 0.000 $ 0 2012/12/31 0.000 $ 0.00 %
2014/06/30 VEEV Veeva System, Inc. 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 SPLK Splunk Inc. 0.00% 0.000 $ 0 2012/12/31 0.000 $ 0.00 %
2014/06/30 Qunar Cayman Islands Ltd 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2014/06/30 Carlyle Group 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 VNET Vianet Group, Inc. 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 BX BlackStone Group LP 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 NTES Netease Inc. 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2014/06/30 Apollo Global Management, LLC. 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 FEYE Fireeye, Inc. 0.00% 0.000 $ 0 2014/03/31 0.000 $ 0.00 %
2014/06/30 KRE S&P Regional Banking Index ETF 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %