CSat Investment Advisory, L.P.

data from 31/03/2021

Capitalization

$ 119.081 M 10.64 %

Average holding period

11 ans

Performance

$ 260.278 M 39 330.32 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CSat Investment Advisory, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/03/31 AAPL APPLE INC 4.92% 5.859 M $ 47965 2018/06/30 -425.678 K $ -7.94 %
2021/03/31 LUV SOUTHWEST AIRLS CO 3.16% 3.757 M $ 61529 2018/06/30 923.774 K $ 31.00 %
2021/03/31 GOOG ALPHABET INC 3.04% 3.624 M $ 1752 2018/06/30 498.643 K $ 18.09 %
2021/03/31 FDX FEDEX CORP 2.81% 3.344 M $ 11774 2018/06/30 225.323 K $ 9.40 %
2021/03/31 SCHW SCHWAB CHARLES CORP 2.62% 3.118 M $ 47839 2018/06/30 957.469 K $ 22.89 %
2021/03/31 AMZN AMAZON COM INC 2.58% 3.076 M $ 994 2018/06/30 -280.686 K $ -5.01 %
2021/03/31 HLT HILTON WORLDWIDE HLDGS INC 2.57% 3.066 M $ 25353 2018/06/30 273.851 K $ 8.68 %
2021/03/31 HSY HERSHEY CO 2.43% 2.896 M $ 18310 2018/06/30 93.647 K $ 3.83 %
2021/03/31 CVS CVS HEALTH CORP 2.43% 2.895 M $ 38484 2018/06/30 602.000 $ 10.05 %
2021/03/31 PEP PEPSICO INC 2.27% 2.700 M $ 19086 2018/06/30 -113.648 K $ -4.62 %
2021/03/31 TMUS T-MOBILE US INC 2.25% 2.676 M $ 21358 2018/06/30 -135.694 K $ -7.09 %
2021/03/31 MET METLIFE INC 1.95% 2.326 M $ 38267 2018/06/30 565.806 K $ 29.48 %
2021/03/31 HUM HUMANA INC 1.92% 2.290 M $ 5462 2018/06/30 67.529 K $ 2.19 %
2021/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.88% 2.242 M $ 8775 2018/09/30 274.680 K $ 10.18 %
2021/03/31 ETSY ETSY INC 1.87% 2.226 M $ 11037 2019/03/31 449.372 K $ 13.35 %
2021/03/31 NFLX NETFLIX INC 1.81% 2.160 M $ 4141 2018/06/30 -57.591 K $ -3.53 %
2021/03/31 JWN NORDSTROM INC 1.78% 2.116 M $ 55887 2018/06/30 0.000 $ 0.00 %
2021/03/31 DIS DISNEY WALT CO 1.66% 1.980 M $ 10728 2018/06/30 34.906 K $ 1.84 %
2021/03/31 LB L BRANDS INC 1.65% 1.960 M $ 31680 2018/06/30 0.000 $ 0.00 %
2021/03/31 CMG CHIPOTLE MEXICAN GRILL INC 1.65% 1.959 M $ 1379 2018/06/30 35.121 K $ 2.49 %
2021/03/31 CLX CLOROX CO DEL 1.53% 1.821 M $ 9439 2018/06/30 -49.168 K $ -4.48 %
2021/03/31 COST COSTCO WHSL CORP NEW 1.47% 1.751 M $ 4967 2018/06/30 -152.676 K $ -6.45 %
2021/03/31 UNH UNITEDHEALTH GROUP INC 1.24% 1.472 M $ 3957 2018/09/30 155.248 K $ 6.10 %
2021/03/31 VZ VERIZON COMMUNICATIONS INC 1.22% 1.448 M $ 24895 2018/06/30 -16.061 K $ -1.02 %
2021/03/31 PINS PINTEREST INC 1.21% 1.446 M $ 19534 2019/06/30 191.534 K $ 12.33 %
2021/03/31 NKE NIKE INC 1.10% 1.308 M $ 9842 2018/06/30 -223.000 $ -5.58 %
2021/03/31 VG VONAGE HLDGS CORP 1.08% 1.287 M $ 108907 2018/06/30 0.000 $ 0.00 %
2021/03/31 ATO ATMOS ENERGY CORP 0.95% 1.136 M $ 11495 2018/06/30 29.651 K $ 3.59 %
2021/03/31 MSFT MICROSOFT CORP 0.95% 1.133 M $ 4807 2018/06/30 49.448 K $ 6.00 %
2021/03/31 LEVI LEVI STRAUSS & CO NEW 0.94% 1.117 M $ 46714 2020/12/31 164.023 K $ 19.07 %
2021/03/31 CNP CENTERPOINT ENERGY INC 0.94% 1.117 M $ 49325 2018/06/30 41.282 K $ 4.66 %
2021/03/31 COF CAPITAL ONE FINL CORP 0.92% 1.093 M $ 8588 2018/06/30 296.684 K $ 28.72 %
2021/03/31 JPM JPMORGAN CHASE & CO. 0.88% 1.052 M $ 6909 2018/06/30 199.065 K $ 19.81 %
2021/03/31 PHM PULTE GROUP INC 0.85% 1.014 M $ 19343 2018/06/30 173.575 K $ 21.62 %
2021/03/31 NTAP NETAPP INC 0.82% 973.000 K $ 13392 2018/06/30 82.574 K $ 9.70 %
2021/03/31 DHI D R HORTON INC 0.81% 970.000 K $ 10884 2018/06/30 224.199 K $ 29.31 %
2021/03/31 HPQ HP INC 0.80% 951.000 K $ 29968 2018/06/30 235.778 K $ 29.11 %
2021/03/31 BIIB BIOGEN INC 0.79% 942.000 K $ 3369 2018/06/30 111.752 K $ 14.25 %
2021/03/31 PGR PROGRESSIVE CORP 0.79% 941.000 K $ 9846 2018/06/30 -26.957 K $ -3.31 %
2021/03/31 CSCO CISCO SYS INC 0.79% 936.000 K $ 18102 2018/06/30 121.215 K $ 15.56 %
2021/03/31 ORLY OREILLY AUTOMOTIVE INC 0.79% 935.000 K $ 1844 2018/06/30 2.187 K $ 12.15 %
2021/03/31 ORCL ORACLE CORP 0.79% 935.000 K $ 13330 2018/06/30 421.000 $ 8.44 %
2021/03/31 PG PROCTER AND GAMBLE CO 0.78% 930.000 K $ 6864 2018/06/30 -37.000 $ -3.71 %
2021/03/31 EBAY EBAY INC. 0.78% 930.000 K $ 15187 2018/06/30 166.993 K $ 21.86 %
2021/03/31 LMT LOCKHEED MARTIN CORP 0.78% 930.000 K $ 2518 2018/06/30 32.655 K $ 4.09 %
2021/03/31 VIRT VIRTU FINL INC 0.78% 930.000 K $ 29954 2020/06/30 184.355 K $ 23.37 %
2021/03/31 FAF FIRST AMERN FINL CORP 0.78% 926.000 K $ 16338 2019/06/30 73.949 K $ 9.72 %
2021/03/31 MTH MERITAGE HOMES CORP 0.77% 920.000 K $ 10011 2020/12/31 82.218 K $ 10.99 %
2021/03/31 FHI FEDERATED HERMES INC 0.76% 906.000 K $ 28940 2020/12/31 64.132 K $ 8.34 %
2021/03/31 ALL ALLSTATE CORP 0.76% 904.000 K $ 7872 2018/06/30 37.429 K $ 4.52 %
2021/03/31 SYF SYNCHRONY FINANCIAL 0.76% 900.000 K $ 22132 2018/06/30 149.493 K $ 17.14 %
2021/03/31 AMGN AMGEN INC 0.76% 900.000 K $ 3618 2018/06/30 377.000 $ 7.56 %
2021/03/31 NEE NEXTERA ENERGY INC 0.75% 897.000 K $ 11869 2018/06/30 -16.944 K $ -2.00 %
2021/03/31 MOH MOLINA HEALTHCARE INC 0.74% 887.000 K $ 3796 2019/06/30 82.296 K $ 9.92 %
2021/03/31 BBY BEST BUY INC 0.74% 886.000 K $ 7718 2018/06/30 119.454 K $ 15.04 %
2021/03/31 INTC INTEL CORP 0.74% 884.000 K $ 13805 2018/06/30 227.631 K $ 28.45 %
2021/03/31 SEIC SEI INVTS CO 0.74% 877.000 K $ 14392 2019/06/30 0.000 $ 0.00 %
2021/03/31 RY ROYAL BK CDA 0.73% 871.000 K $ 9444 2019/06/30 97.632 K $ 12.37 %
2021/03/31 UTHR UNITED THERAPEUTICS CORP DEL COM 0.73% 865.000 K $ 5173 2019/06/30 82.740 K $ 10.20 %
2021/03/31 UBS UBS GROUP AG 0.72% 856.000 K $ 55121 2020/12/31 78.271 K $ 9.91 %
2021/03/31 WMT WALMART INC 0.71% 851.000 K $ 6267 2018/06/30 -66.604 K $ -5.77 %
2021/03/31 JHG JANUS HENDERSON GROUP PLC 0.71% 843.000 K $ 27053 2021/03/31 0.000 $ 0.00 %
2021/03/31 EVR EVERCORE INC 0.70% 837.000 K $ 6353 2019/06/30 160.821 K $ 20.15 %
2021/03/31 QUIDEL CORP 0.70% 835.000 K $ 6527 2020/06/30 0.000 $ 0.00 %
2021/03/31 PRGO PERRIGO CO PLC 0.12% 148.000 K $ 3665 2018/06/30 -7.973 K $ -9.49 %
2021/03/31 RL RALPH LAUREN CORP 0.12% 137.000 K $ 1109 2018/06/30 22.935 K $ 18.65 %
2021/03/31 UNM UNUM GROUP 0.11% 133.000 K $ 4785 2018/06/30 26.000 K $ 21.31 %
2021/03/31 GPS GAP INC 0.11% 125.000 K $ 4210 2018/06/30 62.747 K $ 47.54 %
2021/03/31 DXC DXC TECHNOLOGY CO 0.10% 120.000 K $ 3837 2018/06/30 22.183 K $ 21.33 %
2021/03/31 ROL ROLLINS INC 0.10% 117.000 K $ 3397 2018/12/31 -9.146 K $ -11.88 %
2021/03/31 HFC HOLLYFRONTIER CORP 0.10% 117.000 K $ 3263 2018/06/30 51.616 K $ 38.52 %
2021/03/31 FLIR FLIR SYS INC 0.10% 116.000 K $ 2059 2018/06/30 32.194 K $ 28.74 %
2021/03/31 LEG LEGGETT & PLATT INC 0.10% 116.000 K $ 2552 2018/06/30 3.516 K $ 3.06 %
2021/03/31 SEE SEALED AIR CORP NEW 0.10% 114.000 K $ 2492 2018/06/30 56.000 $ 0.07 %
2021/03/31 HII HUNTINGTON INGALLS INDS INC 0.09% 111.000 K $ 539 2018/06/30 16.164 K $ 20.72 %
2021/03/31 HBI HANESBRANDS INC 0.09% 110.000 K $ 5613 2018/06/30 43.865 K $ 34.81 %
2021/03/31 IPGP IPG PHOTONICS CORP 0.09% 109.000 K $ 515 2018/06/30 -4.818 K $ -5.74 %
2021/03/31 CTRA CABOT OIL & GAS CORP 0.09% 109.000 K $ 5817 2018/06/30 12.697 K $ 15.30 %
2021/03/31 AIZ ASSURANT INC 0.09% 108.000 K $ 764 2018/06/30 3.130 K $ 4.07 %
2021/03/31 BEN FRANKLIN RESOURCES INC 0.09% 107.000 K $ 3626 2018/06/30 16.720 K $ 18.37 %
2021/03/31 PVH PVH CORPORATION 0.09% 106.000 K $ 1003 2018/06/30 10.924 K $ 12.56 %
2021/03/31 DVA DAVITA INC 0.09% 104.000 K $ 967 2018/06/30 -6.500 K $ -8.23 %
2021/03/31 NOV NOV INC 0.09% 104.000 K $ 7594 2021/03/31 0.000 $ 0.00 %
2021/03/31 TAP MOLSON COORS BEVERAGE CO 0.09% 103.000 K $ 2006 2018/06/30 8.284 K $ 13.15 %
2021/03/31 PBCT PEOPLES UNITED FINANCIAL INC COM 0.09% 102.000 K $ 5676 2018/06/30 40.371 K $ 38.45 %
2021/03/31 VNO VORNADO RLTY TR 0.08% 99.000 K $ 2181 2018/06/30 19.947 K $ 21.45 %
2021/03/31 AOS SMITH A O CORP 0.08% 99.000 K $ 1464 2018/06/30 17.330 K $ 23.42 %
2021/03/31 NI NISOURCE INC 0.08% 99.000 K $ 4121 2018/06/30 3.409 K $ 5.09 %
2021/03/31 ALK ALASKA AIR GROUP INC 0.08% 99.000 K $ 1430 2018/06/30 32.802 K $ 33.13 %
2021/03/31 FRT FEDERAL RLTY INVT TR 0.08% 99.000 K $ 979 2018/06/30 17.081 K $ 19.19 %
2021/03/31 JNPR JUNIPER NETWORKS INC 0.08% 98.000 K $ 3879 2018/06/30 10.414 K $ 12.55 %
2021/03/31 PNW PINNACLE WEST CAP CORP 0.08% 97.000 K $ 1188 2018/06/30 1.143 K $ 1.76 %
2021/03/31 KIM KIMCO RLTY CORP 0.08% 92.000 K $ 4904 2018/06/30 23.255 K $ 25.01 %
2021/03/31 RHI ROBERT HALF INTL INC 0.08% 92.000 K $ 1184 2018/06/30 19.409 K $ 24.88 %
2021/03/31 NWL NEWELL BRANDS INC 0.08% 90.000 K $ 3375 2018/06/30 20.440 K $ 26.21 %
2021/03/31 CPB CAMPBELL SOUP CO 0.07% 88.000 K $ 1759 2018/06/30 2.488 K $ 3.95 %
2021/03/31 HSIC HENRY SCHEIN INC 0.07% 88.000 K $ 1277 2018/06/30 1.994 K $ 3.56 %
2021/03/31 PNR PENTAIR PLC 0.07% 87.000 K $ 1400 2018/06/30 12.257 K $ 17.26 %
2021/03/31 APA APA CORPORATION 0.07% 86.000 K $ 4829 2021/03/31 0.000 $ 0.00 %
2021/03/31 DISH DISH NETWORK CORPORATION 0.07% 86.000 K $ 2389 2018/06/30 7.044 K $ 11.94 %