Stevens First Principles Investment Advisors

data from 30/06/2019

Capitalization

$ 172.215 M 2.55 %

Average holding period

15 ans

Performance

$ -316.752 M 83 025.41 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Stevens First Principles Investment Advisors

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/06/30 CSX Csx Corporation 6.42% 11.056 M $ 142895 2013/03/31 274.842 K $ 2.57 %
2019/06/30 PYPL Paypal Hldgs Inc Com 6.26% 10.787 M $ 94241 2015/09/30 1.482 M $ 9.13 %
2019/06/30 WIW Western Asset Claymore Inflation Linked 5.54% 9.542 M $ 852703 2016/03/31 437.872 K $ 4.57 %
2019/06/30 NSC Norfolk Southern Corp 4.41% 7.596 M $ 38107 2010/12/31 281.332 K $ 3.95 %
2019/06/30 CHD Church & Dwight Co 4.17% 7.188 M $ 98380 2011/03/31 155.440 K $ 2.22 %
2019/06/30 WY Weyerhaeuser Co 3.68% 6.333 M $ 240808 2010/12/31 -28.911 K $ -0.46 %
2019/06/30 NEE Nextera Energy Inc 3.62% 6.229 M $ 30405 2010/12/31 413.580 K $ 7.01 %
2019/06/30 SYY Sysco Corp 3.28% 5.648 M $ 79858 2012/09/30 312.382 K $ 5.84 %
2019/06/30 GLD SPDR Gold Trust 3.25% 5.602 M $ 42059 2018/06/30 184.699 K $ 7.45 %
2019/06/30 NUV Nuveen Municipal Value Fund 3.25% 5.600 M $ 550086 2010/12/31 129.145 K $ 2.30 %
2019/06/30 PCH Potlatch Corp 2.98% 5.136 M $ 131771 2010/12/31 223.529 K $ 4.50 %
2019/06/30 T AT&T Inc 2.87% 4.947 M $ 147628 2017/03/31 217.028 K $ 4.69 %
2019/06/30 ADM Archer Daniels Midland Co 2.84% 4.891 M $ 119887 2010/12/31 -154.184 K $ -2.97 %
2019/06/30 WRB Berkley W R Corp 2.59% 4.461 M $ 67657 2016/03/31 670.642 K $ 17.49 %
2019/06/30 DOW Dow Chemical Co 2.50% 4.304 M $ 87284 2019/06/30 0.000 $ 0.00 %
2019/06/30 BDX Becton Dickinson Co 2.39% 4.120 M $ 16348 2011/12/31 51.635 K $ 1.26 %
2019/06/30 TTE Total Sa 2.31% 3.979 M $ 71312 2010/12/31 -10.063 K $ -0.34 %
2019/06/30 XOM Exxon Mobil Corp 2.19% 3.764 M $ 49126 2010/12/31 -252.249 K $ -6.40 %
2019/06/30 ESLT Elbit Systems Ltd 2.18% 3.752 M $ 25096 2014/03/31 457.951 K $ 14.10 %
2019/06/30 ALL Allstate Corp 2.04% 3.514 M $ 34554 2016/03/31 279.512 K $ 8.56 %
2019/06/30 CSCO Cisco Systems Inc 1.98% 3.407 M $ 62251 2010/12/31 -15.002 K $ -0.44 %
2019/06/30 GILD Gilead Sciences Inc 1.73% 2.984 M $ 44174 2014/03/31 79.770 K $ 3.00 %
2019/06/30 D Dominion Res Inc Va 1.67% 2.874 M $ 37167 2017/12/31 13.354 K $ 0.47 %
2019/06/30 LKNCY Luckin Coffee Inc Spon Ads Each Rep 8 Or 1.54% 2.647 M $ 135835 2019/06/30 0.000 $ 0.00 %
2019/06/30 VIAB Viacom Inc - B 1.49% 2.567 M $ 85947 2013/03/31 116.245 K $ 5.73 %
2019/06/30 MWA Mueller Water Products Inc 1.45% 2.494 M $ 253926 2015/03/31 -179.975 K $ -7.07 %
2019/06/30 HDS Hd Supply Hldgs Inc Com 1.38% 2.369 M $ 58811 2018/12/31 -159.122 K $ -8.54 %
2019/06/30 RYN Rayonier Inc 1.35% 2.321 M $ 76611 2010/12/31 -93.184 K $ -3.87 %
2019/06/30 MOG-A Moog Inc 1.33% 2.291 M $ 24479 2013/03/31 130.228 K $ 6.12 %
2019/06/30 ETN Eaton Corp 1.12% 1.933 M $ 23205 2016/12/31 2.843 K $ 1.17 %
2019/06/30 CVS CVS Caremark Corp 0.99% 1.703 M $ 31249 2010/12/31 18.551 K $ 1.37 %
2019/06/30 AGCO Agco Corp 0.95% 1.637 M $ 21108 2012/09/30 152.661 K $ 10.35 %
2019/06/30 GSK Glaxosmithkline Plc ADR 0.92% 1.584 M $ 39575 2012/03/31 -44.629 K $ -2.64 %
2019/06/30 PFE Pfizer Inc 0.88% 1.512 M $ 34897 2010/12/31 32.264 K $ 2.18 %
2019/06/30 GD General Dynamics 0.80% 1.375 M $ 7562 2016/03/31 76.950 K $ 6.04 %
2019/06/30 XYL Xylem Inc 0.79% 1.360 M $ 16255 2011/12/31 62.581 K $ 4.87 %
2019/06/30 DD Ei Du Pont De Nemours & Co 0.77% 1.331 M $ 17724 2019/06/30 0.000 $ 0.00 %
2019/06/30 TXT Textron Inc 0.74% 1.271 M $ 23955 2013/09/30 11.834 K $ 3.06 %
2019/06/30 CYBR Cyber-Ark Software Ltd Com Ils0.01 0.71% 1.218 M $ 9525 2016/03/31 77.068 K $ 6.78 %
2019/06/30 KAMN Kaman Corp Com Formerly Cl A To 10/11/20 0.64% 1.095 M $ 17187 2016/03/31 73.818 K $ 7.34 %
2019/06/30 AAPL Apple Inc 0.63% 1.089 M $ 5500 2010/12/31 61.455 K $ 5.43 %
2019/06/30 RDS-B Royal Dutch Shell Plc ADR 0.44% 757.000 K $ 11516 2010/12/31 13.114 K $ 1.81 %
2019/06/30 HXL Hexcel Corp Com New 0.39% 668.000 K $ 8265 2019/06/30 0.000 $ 0.00 %
2019/06/30 META Facebook Inc 0.34% 584.000 K $ 3025 2012/06/30 73.045 K $ 14.58 %
2019/06/30 RSG Republic Services Inc Com 0.34% 577.000 K $ 6655 2016/03/31 44.321 K $ 8.25 %
2019/06/30 EW Edwards Lifesciences 0.31% 528.000 K $ 2860 2011/09/30 -13.498 K $ -2.47 %
2019/06/30 CTVA Corteva Inc Com 0.30% 524.000 K $ 17724 2019/06/30 0.000 $ 0.00 %
2019/06/30 RGLD Royal Gold Inc 0.30% 512.000 K $ 5000 2015/12/31 51.600 K $ 11.34 %
2019/06/30 SXT Sensient Technologies 0.28% 478.000 K $ 6500 2010/12/31 30.420 K $ 6.90 %
2019/06/30 SEB Seaboard Corp 0.25% 426.000 K $ 103 2010/12/31 -25.221 K $ -5.72 %
2019/06/30 PEP PepsiCo Inc. 0.24% 420.000 K $ 3200 2010/12/31 31.584 K $ 8.06 %
2019/06/30 BSX Boston Scientific 0.20% 339.000 K $ 7885 2018/06/30 33.093 K $ 11.03 %
2019/06/30 VCIT Vanguard Scottsdale Fds Intermediate Ter 0.19% 320.000 K $ 3561 2018/12/31 12.107 K $ 3.92 %
2019/06/30 EXP Eagle Materials Inc 0.18% 313.000 K $ 3375 2016/12/31 15.111 K $ 5.19 %
2019/06/30 TR Tootsie Roll Industries 0.18% 302.000 K $ 8173 2010/12/31 736.000 $ 0.25 %
2019/06/30 MSFT Microsoft Corp 0.17% 296.000 K $ 2213 2010/12/31 34.336 K $ 14.13 %
2019/06/30 BND Vanguard Bd Index Fd Inc Total Bd Market 0.17% 286.000 K $ 3441 2019/03/31 7.604 K $ 2.73 %
2019/06/30 MRK Merck & Co Inc 0.15% 254.000 K $ 3024 2010/12/31 4.814 K $ 1.74 %
2019/06/30 AON Aon Plc Com Usd0.01 Cl A 0.14% 243.000 K $ 1257 2016/03/31 27.276 K $ 12.69 %
2019/06/30 VEEV Veeva Systems Inc Com Usd0.00001 Cl A 0.13% 221.000 K $ 1365 2017/09/30 52.495 K $ 29.00 %
2019/06/30 KMB Kimberly Clark Corp 0.12% 213.000 K $ 2900 2016/09/30 20.239 K $ 10.22 %
2019/06/30 DIS Walt Disney Co 0.12% 205.000 K $ 1467 2010/12/31 41.699 K $ 26.23 %
2019/06/30 HON Honeywell International Inc 0.11% 197.000 K $ 1129 2012/09/30 17.027 K $ 9.67 %
2019/06/30 PPL Ppl Corp 0.11% 191.000 K $ 6147 2013/09/30 -6.515 K $ -3.34 %
2019/06/30 UNP Union Pacific Corp 0.11% 186.000 K $ 1102 2010/12/31 639.000 $ 0.35 %
2019/06/30 BF-B Brown Forman Corp Cl B 0.11% 181.000 K $ 3269 2017/06/30 8.368 K $ 4.84 %
2019/06/30 BMY Bristol Myers Squibb Co 0.10% 178.000 K $ 3931 2010/12/31 -3.753 K $ -1.91 %
2019/06/30 MLP Maui Ld &Pineapple Inc Com 0.10% 175.000 K $ 17000 2018/06/30 -23.119 K $ -11.92 %
2019/06/30 NFLX Netflix Com Inc 0.09% 154.000 K $ 420 2015/09/30 3.132 K $ 2.15 %
2019/06/30 IJR iShares Trust S&P Smallcap 600 Index 0.09% 148.000 K $ 1886 2017/03/31 678.000 $ 0.44 %
2019/06/30 SBUX Starbucks Corp Com 0.08% 143.000 K $ 1700 2014/09/30 18.003 K $ 14.29 %
2019/06/30 CIZN Citizens Holding Co 0.08% 136.000 K $ 6580 2013/03/31 -10.856 K $ -7.54 %
2019/06/30 HDV Ishares TRUST Ishares Core High Dividend 0.06% 108.000 K $ 1139 2016/12/31 854.000 $ 0.81 %
2019/06/30 USFD US Foods Hldg Corp Com 0.06% 105.000 K $ 2925 2018/09/30 1.945 K $ 2.19 %
2019/06/30 CKX Ckx Lds Inc Com 0.06% 103.000 K $ 10565 2013/03/31 -2.746 K $ -2.59 %
2019/06/30 SMG Scotts MiracleGro Co 0.06% 101.000 K $ 1030 2014/09/30 19.878 K $ 24.54 %
2019/06/30 WAFD Washington Fed Inc Com Isin #Us938824109 0.06% 100.000 K $ 2855 2014/12/31 15.160 K $ 18.49 %
2019/06/30 PII Polaris Industries 0.06% 97.000 K $ 1060 2018/09/30 3.576 K $ 4.64 %
2019/06/30 AMZN Amazon Com Inc 0.06% 95.000 K $ 50 2017/09/30 4.860 K $ 6.08 %
2019/06/30 AUBN Auburn Natl Bancorp Com 0.05% 84.000 K $ 2520 2016/12/31 -9.051 K $ -10.91 %
2019/06/30 VZ Verizon Communications 0.05% 84.000 K $ 1477 2017/12/31 -3.275 K $ -4.09 %
2019/06/30 LMNR Limoneira Co Com Isin #Us5327461043 Sedo 0.05% 83.000 K $ 4170 2015/06/30 -17.013 K $ -17.36 %
2019/06/30 ADX Adams Express Company 0.05% 78.000 K $ 5060 2017/09/30 5.339 K $ 6.76 %
2019/06/30 ODC Oil-Dri Corp Of Amer 0.04% 71.000 K $ 2095 2016/06/30 8.505 K $ 13.09 %
2019/06/30 OUT Outfront Media Inc Com 0.04% 68.000 K $ 2635 2019/06/30 0.000 $ 0.00 %
2019/06/30 LBRDA Liberty Broadband Corp Com Usd0.01 Cl A( 0.04% 68.000 K $ 666 2018/12/31 7.758 K $ 12.72 %
2019/06/30 AMGN Amgen Inc 0.04% 66.000 K $ 357 2015/03/31 -1.934 K $ -2.85 %
2019/06/30 SPY S&P 500 Depository Receipt 0.04% 64.000 K $ 220 2012/12/31 2.162 K $ 3.49 %
2019/06/30 KSU Kansas City Southern 0.04% 63.000 K $ 520 2017/06/30 2.880 K $ 4.80 %
2019/06/30 ALK Alaska Air Group Inc 0.03% 59.000 K $ 925 2016/06/30 5.910 K $ 11.37 %
2019/06/30 PG Procter & Gamble Co 0.03% 56.000 K $ 510 2013/12/31 4.678 K $ 6.59 %
2019/06/30 TIP iShares Barclays Tips Bond Fd 0.03% 55.000 K $ 479 2016/09/30 973.000 $ 1.77 %
2019/06/30 INTC Intel Corp 0.03% 54.000 K $ 1124 2018/12/31 -7.261 K $ -12.10 %
2019/06/30 TRN Trinity Industries Inc 0.03% 46.000 K $ 2200 2016/06/30 -3.475 K $ -7.24 %
2019/06/30 VTR Ventas Inc Com 0.03% 45.000 K $ 655 2018/06/30 3.045 K $ 7.25 %
2019/06/30 CB Chubb Limited 0.02% 42.000 K $ 286 2016/06/30 1.824 K $ 4.56 %
2019/06/30 HD Home Depot Inc 0.02% 41.000 K $ 199 2010/12/31 2.635 K $ 7.53 %
2019/06/30 BRK-B Berkshire Hathaway Inc - B 0.02% 38.000 K $ 180 2010/12/31 1.731 K $ 4.81 %
2019/06/30 SLF Sun Life Financial Inc Com Npv Isin #Ca8 0.02% 38.000 K $ 920 2016/03/31 2.373 K $ 6.78 %
2019/06/30 SMBC Southern Mo Bancorp Inc Com 0.02% 35.000 K $ 1000 2016/12/31 2.030 K $ 6.55 %