Quadrant Capital Management, LLC

data from 31/12/2019

Capitalization

$ 221.033 M 8.67 %

Average holding period

13 ans

Performance

$ 70.586 M 50.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Quadrant Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/12/31 SCHF Schwab International 4.84% 10.706 M $ 318348 2018/12/31 555.053 K $ 5.59 %
2019/12/31 AAPL Apple Inc. 3.72% 8.220 M $ 27993 2014/06/30 2.103 M $ 31.11 %
2019/12/31 VSS Vanguard FTSE All World Ex US 3.32% 7.339 M $ 66062 2018/12/31 601.017 K $ 8.97 %
2019/12/31 IEMG i-Shares Core MSCI EM 2.75% 6.083 M $ 113146 2018/12/31 525.244 K $ 9.67 %
2019/12/31 GOOG Alphabet Inc Cap Stk Cl C 2.33% 5.159 M $ 3859 2015/12/31 453.827 K $ 9.68 %
2019/12/31 XLY Sector SPDR Consumer Discretionary Fd 2.29% 5.054 M $ 40295 2014/06/30 190.853 K $ 3.91 %
2019/12/31 VBR Vanguard Small Cap Value 2.22% 4.909 M $ 35815 2018/12/31 301.024 K $ 6.38 %
2019/12/31 BDX Becton Dickinson Co 2.22% 4.906 M $ 18040 2014/06/30 341.783 K $ 7.51 %
2019/12/31 UNH UnitedHealth Group 2.03% 4.497 M $ 15297 2015/12/31 1.168 M $ 35.28 %
2019/12/31 ACN Accenture PLC Shs Cl A New 2.03% 4.483 M $ 21288 2014/06/30 385.936 K $ 9.47 %
2019/12/31 V Visa Inc Cl A 2.03% 4.480 M $ 23843 2014/06/30 407.213 K $ 9.24 %
2019/12/31 HD Home Depot Inc 1.88% 4.145 M $ 18984 2014/06/30 -271.054 K $ -5.88 %
2019/12/31 TMO Thermo Fisher Scientific Inc 1.82% 4.013 M $ 12353 2017/03/31 414.960 K $ 11.54 %
2019/12/31 PNC PNC Finl Svcs Group 1.76% 3.892 M $ 24380 2014/06/30 473.023 K $ 13.89 %
2019/12/31 JPM JPMorgan Chase & Company 1.67% 3.699 M $ 26533 2018/12/31 578.745 K $ 18.45 %
2019/12/31 META Facebook Inc 1.64% 3.629 M $ 17680 2015/12/31 485.310 K $ 15.26 %
2019/12/31 MSFT Microsoft Corp 1.63% 3.608 M $ 22880 2018/12/31 433.143 K $ 13.43 %
2019/12/31 COST Costco Wholesale Corp New 1.62% 3.578 M $ 12173 2014/06/30 73.862 K $ 2.02 %
2019/12/31 CMCSA Comcast Corp New Cl A 1.60% 3.543 M $ 78780 2018/06/30 -8.797 K $ -0.24 %
2019/12/31 VOE Vanguard Mid-Cap Value Index 1.58% 3.490 M $ 29285 2019/03/31 170.008 K $ 5.48 %
2019/12/31 XLF Sector SPDR Financial Select 1.57% 3.463 M $ 112495 2014/06/30 312.736 K $ 9.93 %
2019/12/31 MDT Medtronic Inc 1.57% 3.462 M $ 30517 2015/09/30 146.962 K $ 4.45 %
2019/12/31 BXP Boston Pptys Inc 1.55% 3.425 M $ 24843 2014/06/30 198.833 K $ 6.32 %
2019/12/31 CHD Church & Dwight Co Inc 1.46% 3.233 M $ 45961 2014/06/30 -226.987 K $ -6.51 %
2019/12/31 Crown Castle Int'l Corp 1.46% 3.221 M $ 22658 2019/06/30 71.204 K $ 2.28 %
2019/12/31 WELL Welltower Inc 1.44% 3.176 M $ 38840 2015/09/30 -342.195 K $ -9.79 %
2019/12/31 O Realty Income Corp 1.39% 3.081 M $ 41849 2014/06/30 -125.778 K $ -3.98 %
2019/12/31 AER AerCap Holdings NV 1.39% 3.072 M $ 49970 2015/03/31 335.495 K $ 12.28 %
2019/12/31 NVS Novartis AG ADR 1.38% 3.051 M $ 32216 2014/06/30 231.204 K $ 8.48 %
2019/12/31 CVX Chevron Corp 1.37% 3.019 M $ 25054 2014/06/30 48.324 K $ 1.61 %
2019/12/31 NKE Nike Inc Class B 1.35% 2.991 M $ 29521 2014/06/30 220.894 K $ 7.87 %
2019/12/31 XOM Exxon Mobil Corp 1.35% 2.976 M $ 42651 2015/06/30 -6.198 K $ -1.18 %
2019/12/31 ORCL Oracle Corporation 1.35% 2.973 M $ 56115 2014/06/30 -115.035 K $ -3.73 %
2019/12/31 T AT&T Inc. 1.33% 2.939 M $ 75212 2018/12/31 92.863 K $ 3.29 %
2019/12/31 GD General Dynamics 1.29% 2.858 M $ 16206 2014/06/30 -105.116 K $ -3.49 %
2019/12/31 TJX TJX Companies Inc 1.28% 2.820 M $ 46191 2018/12/31 245.065 K $ 9.54 %
2019/12/31 American Tower Corp Class A 1.23% 2.729 M $ 11875 2019/06/30 98.405 K $ 3.94 %
2019/12/31 BAC BankAmerica Corp 1.21% 2.666 M $ 75703 2019/06/30 459.382 K $ 20.74 %
2019/12/31 ARE Alexandria Real Est Eqty 1.17% 2.585 M $ 15998 2014/06/30 118.491 K $ 4.89 %
2019/12/31 ESS Essex Property Trust Inc 1.15% 2.543 M $ 8451 2014/06/30 -208.666 K $ -7.90 %
2019/12/31 SPG Simon Ppty Grp Inc 1.14% 2.524 M $ 16941 2014/06/30 -115.088 K $ -4.30 %
2019/12/31 BMY Bristol-Myers Squibb 1.09% 2.419 M $ 37691 2019/03/31 446.241 K $ 26.58 %
2019/12/31 MAA Mid American Apartment Communities Inc 1.08% 2.387 M $ 18100 2014/06/30 32.474 K $ 1.42 %
2019/12/31 United Technologies Corp 1.04% 2.293 M $ 15311 2014/06/30 203.887 K $ 9.69 %
2019/12/31 AMAT Applied Materials Inc 1.03% 2.284 M $ 37418 2019/06/30 404.359 K $ 22.33 %
2019/12/31 APD Air Products & Chemicals Inc 1.03% 2.277 M $ 9690 2018/03/31 126.993 K $ 5.92 %
2019/12/31 WM Waste Management Inc 1.00% 2.208 M $ 19378 2018/12/31 -19.543 K $ -0.90 %
2019/12/31 PLD ProLogis Trust 1.00% 2.206 M $ 24752 2014/06/30 94.428 K $ 4.60 %
2019/12/31 PYPL PayPal Holdings Inc. 0.96% 2.118 M $ 19578 2015/09/30 89.186 K $ 4.42 %
2019/12/31 HON Honeywell Intl Inc 0.96% 2.117 M $ 11959 2016/03/31 92.656 K $ 4.61 %
2019/12/31 CMI Cummins Inc. 0.95% 2.100 M $ 11737 2019/03/31 166.337 K $ 10.01 %
2019/12/31 BKNG Booking Holdings Inc 0.94% 2.082 M $ 1014 2019/06/30 91.666 K $ 4.64 %
2019/12/31 DLR Digital Realty Trust Inc 0.92% 2.041 M $ 17042 2014/06/30 -165.933 K $ -7.76 %
2019/12/31 FR First Industrial Realty Trust 0.89% 1.969 M $ 47438 2014/06/30 91.016 K $ 4.93 %
2019/12/31 CHKP Check Point Software Technologies 0.89% 1.966 M $ 17722 2014/06/30 28.137 K $ 1.33 %
2019/12/31 IRM Iron Mountain 0.79% 1.748 M $ 54840 2019/06/30 -27.921 K $ -1.61 %
2019/12/31 EXR Extra Space Storage Inc 0.79% 1.736 M $ 16440 2014/06/30 -180.140 K $ -9.59 %
2019/12/31 CUBE CubeSmart 0.76% 1.671 M $ 53095 2014/06/30 -174.857 K $ -9.80 %
2019/12/31 HTA Healthcare Trust of America 0.74% 1.645 M $ 54336 2019/09/30 47.615 K $ 3.06 %
2019/12/31 VICI Vici Properties Inc 0.74% 1.639 M $ 64165 2019/12/31 0.000 $ 0.00 %
2019/12/31 BA Boeing Co 0.71% 1.572 M $ 4826 2018/12/31 -264.030 K $ -14.38 %
2019/12/31 AVY Avery Dennison Corp 0.69% 1.514 M $ 11576 2019/06/30 186.834 K $ 15.19 %
2019/12/31 STAG Stag Industrial Inc 0.64% 1.424 M $ 45107 2014/06/30 90.062 K $ 7.09 %
2019/12/31 BAM Brookfield Asset Mgmt 0.59% 1.306 M $ 22600 2019/12/31 0.000 $ 0.00 %
2019/12/31 IWN i-Shares Trust Russell 2000 Value 0.59% 1.296 M $ 10078 2014/06/30 92.644 K $ 7.68 %
2019/12/31 IWM i-Shares Trust Russell 2000 0.56% 1.247 M $ 7526 2014/06/30 107.632 K $ 9.47 %
2019/12/31 VNQ Vanguard REIT ETF 0.54% 1.204 M $ 12974 2018/12/31 -5.393 K $ -0.49 %
2019/12/31 VB Vanguard Small Cap 0.50% 1.106 M $ 6680 2018/12/31 78.490 K $ 7.64 %
2019/12/31 IWD i-Shares Russell 1000 Value Index Fund 0.48% 1.058 M $ 7753 2018/12/31 63.729 K $ 6.41 %
2019/12/31 EFV i-Shares MSCI EAFE Value Index Fd 0.45% 1.005 M $ 20135 2018/12/31 51.545 K $ 5.40 %
2019/12/31 EFA i-Shares Tr MSCI EAFE Index Fd 0.41% 911.000 K $ 13123 2014/06/30 55.510 K $ 6.48 %
2019/12/31 GILD Gilead Science Inc 0.33% 723.000 K $ 11131 2014/06/30 17.889 K $ 2.52 %
2019/12/31 PGC Peapack-Gladstone Finl Corp Com 0.32% 713.000 K $ 23080 2019/12/31 0.000 $ 0.00 %
2019/12/31 JPST JPMorgan ETF Ultra Short 0.31% 693.000 K $ 13745 2019/09/30 0.000 $ 0.00 %
2019/12/31 IWF i-Shares Trust Russell 1000 Growth 0.29% 648.000 K $ 3683 2014/06/30 60.158 K $ 10.20 %
2019/12/31 CSCO Cisco Sys Inc 0.22% 490.000 K $ 10218 2019/03/31 -19.708 K $ -2.93 %
2019/12/31 LORL Loral Space & Communications Inc 0.20% 449.000 K $ 13885 2014/06/30 -126.075 K $ -21.93 %
2019/12/31 EEM i-Shares Tr MSCI Emerging Mkts Index Fd 0.18% 390.000 K $ 8698 2014/06/30 34.792 K $ 9.80 %
2019/12/31 ALC Alcon Inc 0.14% 313.000 K $ 5528 2019/06/30 -9.508 K $ -2.95 %
2019/12/31 SCHX Schwab US Large Cap Etf 0.13% 291.000 K $ 3790 2018/06/30 22.226 K $ 8.29 %
2019/12/31 SPY S & P 500 Depository Receipt 0.13% 283.000 K $ 878 2018/09/30 17.613 K $ 8.47 %
2019/12/31 IVV i-Shares Core S&P 500 ETF 0.13% 282.000 K $ 871 2018/09/30 22.198 K $ 8.28 %
2019/12/31 XLV Sector SPDR Health Care 0.12% 275.000 K $ 2700 2018/06/30 31.671 K $ 13.03 %
2019/12/31 VZ Verizon Communications 0.12% 257.000 K $ 4189 2018/09/30 4.352 K $ 1.72 %
2019/12/31 BLK Blackrock Inc 0.11% 235.000 K $ 467 2019/12/31 0.000 $ 0.00 %
2019/12/31 WTW Willis Towers Watson Pub Ltd Co Com Usd0 0.09% 202.000 K $ 1000 2019/03/31 10.763 K $ 4.64 %
2019/12/31 SCHW The Charles Schwab Corp 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/12/31 CLDT Chatham Lodging Trust 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %
2019/12/31 OXY Occidental Peteroleum Corp 0.00% 0.000 $ 0 2014/06/30 0.000 $ 0.00 %