Taylor, Cottrill LLC

data from 31/12/2015

Capitalization

$ 194.293 M 5.53 %

Average holding period

8 ans

Performance

$ 33.312 M 18.48 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Taylor, Cottrill LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/12/31 DIS Walt Disney Co. 4.08% 7.926 M $ 75427 2013/06/30 225.236 K $ 2.82 %
2015/12/31 GE General Electric 3.42% 6.652 M $ 213532 2013/06/30 786.070 K $ 14.63 %
2015/12/31 AAPL Apple Inc. 3.27% 6.360 M $ 60424 2013/06/30 -303.261 K $ -4.57 %
2015/12/31 AMGN Amgen 3.07% 5.958 M $ 36705 2013/06/30 887.361 K $ 17.36 %
2015/12/31 TMO Thermo Fisher Scientific 2.98% 5.798 M $ 40876 2013/06/30 807.771 K $ 16.01 %
2015/12/31 ITW Illinois Tool Works Inc 2.79% 5.421 M $ 58496 2013/06/30 603.575 K $ 12.60 %
2015/12/31 BLK Blackrock Inc. 2.66% 5.159 M $ 15149 2013/06/30 650.442 K $ 14.47 %
2015/12/31 XOM Exxon Mobil Corp. 2.46% 4.788 M $ 61430 2013/06/30 220.032 K $ 4.84 %
2015/12/31 Anheuser Busch Co Inc 2.41% 4.688 M $ 37500 2013/09/30 696.575 K $ 17.59 %
2015/12/31 ACN Accenture 2.37% 4.601 M $ 44026 2013/06/30 277.062 K $ 6.35 %
2015/12/31 ORCL Oracle Corp. 2.34% 4.539 M $ 124241 2013/06/30 51.205 K $ 1.14 %
2015/12/31 MCD McDonalds Corp. 2.20% 4.273 M $ 36172 2013/06/30 749.533 K $ 19.90 %
2015/12/31 CHD Church & Dwight Co Inc 2.19% 4.264 M $ 50232 2013/06/30 51.138 K $ 1.17 %
2015/12/31 JNJ Johnson & Johnson 2.12% 4.110 M $ 40012 2013/06/30 379.766 K $ 10.04 %
2015/12/31 MMM 3M Co. 2.07% 4.015 M $ 26654 2013/06/30 198.143 K $ 5.23 %
2015/12/31 Berkshire Hathaway Cl B 2.05% 3.980 M $ 30140 2013/06/30 51.335 K $ 1.28 %
2015/12/31 SYK Stryker Corp 1.96% 3.806 M $ 40952 2013/06/30 -46.837 K $ -1.23 %
2015/12/31 NVS Novartis 1.92% 3.737 M $ 43432 2013/06/30 -236.551 K $ -5.97 %
2015/12/31 PKG Packaging Corp 1.89% 3.675 M $ 58295 2015/06/30 160.958 K $ 4.80 %
2015/12/31 MRK Merck & Co Inc 1.85% 3.604 M $ 68230 2013/06/30 206.674 K $ 6.94 %
2015/12/31 MA Mastercard 1.80% 3.491 M $ 35861 2013/06/30 265.635 K $ 8.03 %
2015/12/31 PG Procter & Gamble 1.76% 3.414 M $ 42992 2013/06/30 317.377 K $ 10.38 %
2015/12/31 PCP Precision Castparts 1.58% 3.067 M $ 13220 2014/09/30 0.000 $ 0.00 %
2015/12/31 MSFT Microsoft Corp. 1.56% 3.033 M $ 54676 2013/06/30 773.282 K $ 25.35 %
2015/12/31 VCSH Vanguard Corp Bond Etf 1.48% 2.868 M $ 36306 2013/06/30 -25.120 K $ -0.90 %
2015/12/31 INTC Intel 1.47% 2.862 M $ 83078 2013/06/30 358.066 K $ 14.30 %
2015/12/31 WFC Wells Fargo & Co New 1.34% 2.599 M $ 47815 2013/06/30 142.719 K $ 5.86 %
2015/12/31 Praxair 1.30% 2.519 M $ 24602 2013/06/30 13.366 K $ 0.53 %
2015/12/31 ABBV AbbVie Inc. 1.28% 2.485 M $ 41948 2013/06/30 188.215 K $ 8.88 %
2015/12/31 AMLP Alerian MLP ETF 1.24% 2.418 M $ 200631 2013/06/30 -84.845 K $ -3.44 %
2015/12/31 ADP Automatic Data Processing 1.21% 2.351 M $ 27754 2013/06/30 122.315 K $ 5.43 %
2015/12/31 SBUX Starbucks Corp 1.20% 2.322 M $ 38677 2014/06/30 128.860 K $ 5.61 %
2015/12/31 CNI Canadian Natl Ry Co 1.17% 2.281 M $ 40815 2013/06/30 -35.873 K $ -1.55 %
2015/12/31 United Technologies Corp 1.16% 2.263 M $ 23560 2013/06/30 39.551 K $ 8.01 %
2015/12/31 NSRGY Nestle SA 1.13% 2.193 M $ 29465 2013/09/30 -23.751 K $ -1.09 %
2015/12/31 SCHH US REIT: Schwab ETF 1.10% 2.143 M $ 54059 2014/03/31 130.230 K $ 6.56 %
2015/12/31 IBM International Business Machine 1.08% 2.098 M $ 15245 2013/06/30 -110.841 K $ -5.07 %
2015/12/31 ACE ACE Ltd. 1.00% 1.951 M $ 16695 2015/12/31 0.000 $ 0.00 %
2015/12/31 CVX Chevron Corp. 0.98% 1.904 M $ 21160 2013/06/30 263.980 K $ 14.05 %
2015/12/31 CSCO Cisco Systems 0.92% 1.793 M $ 66044 2013/06/30 60.282 K $ 3.47 %
2015/12/31 CMI Cummins Inc. 0.88% 1.701 M $ 19327 2015/12/31 0.000 $ 0.00 %
2015/12/31 KO Coca-Cola 0.88% 1.701 M $ 39606 2013/06/30 112.296 K $ 7.08 %
2015/12/31 JPM JP Morgan Chase & Co 0.86% 1.662 M $ 25176 2013/06/30 118.156 K $ 8.30 %
2015/12/31 ABT Abbott Labs 0.83% 1.621 M $ 36093 2013/06/30 169.276 K $ 11.66 %
2015/12/31 MCK McKesson Corp 0.77% 1.500 M $ 7605 2015/12/31 0.000 $ 0.00 %
2015/12/31 ESRX Express Scripts Holding Co. 0.73% 1.423 M $ 16274 2015/06/30 99.807 K $ 7.97 %
2015/12/31 CL Colgate Palmolive 0.71% 1.370 M $ 20560 2013/06/30 64.969 K $ 4.98 %
2015/12/31 DORM Dorman Products 0.67% 1.292 M $ 27215 2014/12/31 -92.562 K $ -6.72 %
2015/12/31 OXY Occidental Petroleum Corp. 0.64% 1.240 M $ 18339 2013/06/30 27.285 K $ 2.21 %
2015/12/31 KMI Kinder Morgan Inc. 0.63% 1.224 M $ 82045 2013/06/30 -1.334 M $ -46.09 %
2015/12/31 MDT Medtronic PLC 0.63% 1.219 M $ 15848 2015/03/31 175.628 K $ 14.91 %
2015/12/31 RHHBY Roche Hldg Ltd ADR 0.61% 1.180 M $ 34245 2014/03/31 47.720 K $ 4.62 %
2015/12/31 CLX Clorox Company 0.60% 1.158 M $ 9130 2013/06/30 104.016 K $ 9.79 %
2015/12/31 PFE Pfizer Inc. 0.57% 1.101 M $ 34115 2013/06/30 27.475 K $ 2.75 %
2015/12/31 EMC EMC Corp. 0.56% 1.084 M $ 42205 2014/09/30 0.000 $ 0.00 %
2015/12/31 T AT&T Corp. 0.53% 1.022 M $ 29697 2013/06/30 53.322 K $ 5.61 %
2015/12/31 PEG Pub Svc Ent Group Inc 0.52% 1.001 M $ 25875 2013/06/30 -71.568 K $ -8.23 %
2015/12/31 Bond BulletShrs 2016 HY [Gugge 0.49% 960.000 K $ 37095 2014/03/31 371.000 $ 0.04 %
2015/12/31 DVN Devon Energy 0.47% 913.000 K $ 28530 2014/03/31 -127.529 K $ -13.73 %
2015/12/31 TE Connectivity 0.47% 906.000 K $ 14015 2014/12/31 76.391 K $ 7.97 %
2015/12/31 HD Home Depot 0.46% 903.000 K $ 6830 2014/06/30 112.794 K $ 14.52 %
2015/12/31 GD General Dynamics Corp. 0.45% 872.000 K $ 6350 2013/06/30 -3.746 K $ -0.43 %
2015/12/31 ROST Ross Stores 0.44% 860.000 K $ 15982 2013/06/30 85.343 K $ 11.01 %
2015/12/31 Royal Dutch 0.43% 843.000 K $ 18414 2013/06/30 -34.604 K $ -3.36 %
2015/12/31 VFC VF Corp 0.42% 824.000 K $ 13235 2013/06/30 -72.298 K $ -8.73 %
2015/12/31 NEE NextEra Energy 0.39% 761.000 K $ 7325 2013/06/30 46.925 K $ 6.48 %
2015/12/31 PM Philip Morris Intl Inc 0.38% 743.000 K $ 8450 2013/06/30 72.500 K $ 10.82 %
2015/12/31 DUK Duke Energy 0.36% 708.000 K $ 9915 2013/06/30 -5.453 K $ -0.76 %
2015/12/31 VNQI Vanguard Intl Real Estate ETF 0.34% 666.000 K $ 13030 2014/06/30 1.498 K $ 0.25 %
2015/12/31 BMY Bristol Myers 0.34% 662.000 K $ 9629 2013/06/30 92.342 K $ 16.20 %
2015/12/31 AXP American Express Co. 0.34% 652.000 K $ 9373 2013/06/30 -43.615 K $ -6.18 %
2015/12/31 HCP H C P Inc 0.31% 610.000 K $ 15950 2013/06/30 0.000 $ 0.00 %
2015/12/31 DISCA Discovery Communications Inc S 0.31% 600.000 K $ 22480 2013/06/30 17.000 K $ 2.50 %
2015/12/31 SLB Schlumberger Ltd. 0.31% 598.000 K $ 8573 2013/09/30 7.845 K $ 1.13 %
2015/12/31 GIS General Mills Inc 0.31% 593.000 K $ 10286 2013/06/30 15.737 K $ 2.73 %
2015/12/31 GOOGL Alphabet Inc A 0.27% 517.000 K $ 665 2015/12/31 0.000 $ 0.00 %
2015/12/31 TROW T Rowe Price Group Inc 0.27% 516.000 K $ 7218 2014/12/31 14.761 K $ 2.86 %
2015/12/31 MMP Magellan Midstream Partners LP 0.26% 514.000 K $ 7568 2013/06/30 59.106 K $ 12.99 %
2015/12/31 CNQ Canadian Natural Resources 0.26% 497.000 K $ 22766 2013/06/30 58.892 K $ 12.29 %
2015/12/31 BK Bank Of New York Co 0.25% 495.000 K $ 12017 2013/06/30 28.323 K $ 5.28 %
2015/12/31 BSV Vanguard Short Term Bond ETF 0.25% 478.000 K $ 6007 2013/06/30 -4.925 K $ -1.02 %
2015/12/31 SHY iShares Barclays 1-3 Yr Treasu 0.21% 413.000 K $ 4900 2013/06/30 -3.086 K $ -0.74 %
2015/12/31 MINT PIMCO Enh Short Maturity ETF 0.20% 392.000 K $ 3900 2013/09/30 -546.000 $ -0.14 %
2015/12/31 Thomson Reuters Corp 0.20% 392.000 K $ 10350 2013/06/30 -25.907 K $ -5.98 %
2015/12/31 GAM Genl Amern Investors Co 0.20% 385.000 K $ 12055 2013/06/30 11.572 K $ 3.10 %
2015/12/31 DE Deere & Co 0.20% 383.000 K $ 5025 2013/06/30 38.816 K $ 3.07 %
2015/12/31 ABMD Abiomed Inc 0.19% 372.000 K $ 4125 2015/03/31 -10.230 K $ -2.67 %
2015/12/31 SPY S P D R TRUST Unit SR 0.19% 370.000 K $ 1815 2013/09/30 22.215 K $ 6.38 %
2015/12/31 CHRW CH Robinson Worldwide 0.18% 356.000 K $ 5740 2013/12/31 -33.062 K $ -8.50 %
2015/12/31 BIV Vanguard Int Term Bond ETF 0.18% 345.000 K $ 4150 2013/06/30 -7.387 K $ -2.10 %
2015/12/31 DISCK Discovery Communications Ser C 0.17% 339.000 K $ 13435 2014/09/30 16.400 K $ 3.83 %
2015/12/31 GPC Genuine Parts Co 0.17% 332.000 K $ 3865 2013/06/30 11.595 K $ 3.62 %
2015/12/31 SCHF Intl Equity: Schwab ETF 0.16% 313.000 K $ 11341 2015/12/31 0.000 $ 0.00 %
2015/12/31 PEP PepsiCo Inc. 0.16% 306.000 K $ 3060 2013/09/30 16.865 K $ 5.96 %
2015/12/31 KMB Kimberly-Clark 0.15% 295.000 K $ 2315 2013/09/30 40.993 K $ 16.73 %
2015/12/31 UPS United Parcel Service Inc Cl B 0.15% 292.000 K $ 3032 2013/09/30 -6.843 K $ -2.49 %
2015/12/31 Bond BulletShrs 2016 [Guggenhe 0.15% 290.000 K $ 13140 2014/06/30 -1.970 K $ -0.68 %
2015/12/31 CI Cigna Corp 0.14% 263.000 K $ 1800 2015/03/31 20.358 K $ 8.38 %
2015/12/31 HON Honeywell International 0.13% 250.000 K $ 2412 2014/09/30 21.033 K $ 9.23 %
2015/12/31 W P Carey & Co L L C 0.13% 243.000 K $ 4125 2015/03/31 4.991 K $ 2.10 %