Palo Capital, Inc.

data from 31/12/2018

Capitalization

$ 235.603 M -37.78 %

Average holding period

6 ans

Performance

$ 16.738 M 16.59 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Palo Capital, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/12/31 VZ VERIZON COMMUNICATIONS INC 2.54% 5.980 M $ 106368 2014/12/31 253.998 K $ 4.46 %
2018/12/31 ELV ANTHEM INC 2.45% 5.769 M $ 21965 2014/12/31 -300.982 K $ -4.95 %
2018/12/31 TOTL SSGA ACTIVE ETF TR 2.26% 5.324 M $ 112400 2018/03/31 40.250 K $ 0.66 %
2018/12/31 NEE NEXTERA ENERGY INC 2.25% 5.292 M $ 30448 2015/12/31 207.997 K $ 4.08 %
2018/12/31 BAH BOOZ ALLEN HAMILTON HLDG COR 2.22% 5.220 M $ 115811 2015/06/30 -525.069 K $ -9.07 %
2018/12/31 UPS UNITED PARCEL SERVICE INC 2.07% 4.878 M $ 50019 2014/12/31 -644.615 K $ -17.07 %
2018/12/31 JNJ JOHNSON & JOHNSON 1.96% 4.627 M $ 35857 2014/12/31 -378.964 K $ -7.70 %
2018/12/31 XLV SELECT SECTOR SPDR TR 1.84% 4.327 M $ 50014 2018/03/31 -145.377 K $ -9.58 %
2018/12/31 AAPL APPLE INC 1.82% 4.285 M $ 27163 2014/12/31 -1.915 M $ -30.79 %
2018/12/31 BRK-B BERKSHIRE HATHAWAY INC DEL 1.81% 4.271 M $ 20916 2016/03/31 -225.313 K $ -4.95 %
2018/12/31 WMT WALMART INC 1.81% 4.261 M $ 45740 2015/03/31 -58.388 K $ -1.34 %
2018/12/31 GM GENERAL MTRS CO 1.77% 4.162 M $ 124423 2016/12/31 -98.670 K $ -2.23 %
2018/12/31 CVX CHEVRON CORP NEW 1.75% 4.120 M $ 37869 2018/03/31 -98.498 K $ -12.76 %
2018/12/31 CNC CENTENE CORP DEL 1.70% 4.003 M $ 34722 2018/06/30 -1.054 M $ -20.76 %
2018/12/31 CHRW C H ROBINSON WORLDWIDE INC 1.66% 3.920 M $ 46613 2015/03/31 -638.096 K $ -14.04 %
2018/12/31 HD HOME DEPOT INC 1.58% 3.719 M $ 21645 2016/12/31 -780.075 K $ -17.27 %
2018/12/31 LPX LOUISIANA PAC CORP 1.53% 3.613 M $ 162603 2018/09/30 -286.892 K $ -16.46 %
2018/12/31 DHI D R HORTON INC 1.51% 3.550 M $ 102422 2017/03/31 -777.848 K $ -17.92 %
2018/12/31 PAYX PAYCHEX INC 1.50% 3.532 M $ 54218 2015/09/30 -461.760 K $ -11.64 %
2018/12/31 SYF SYNCHRONY FINL 1.41% 3.314 M $ 141265 2017/09/30 -1.173 M $ -25.80 %
2018/12/31 C CITIGROUP INC 1.39% 3.274 M $ 62890 2014/12/31 -1.317 M $ -27.70 %
2018/12/31 GNTX GENTEX CORP 1.38% 3.248 M $ 160714 2016/03/31 -167.292 K $ -4.71 %
2018/12/31 NTRS NORTHERN TR CORP 1.35% 3.189 M $ 38146 2016/06/30 -770.306 K $ -19.65 %
2018/12/31 MORN MORNINGSTAR INC 1.34% 3.154 M $ 28714 2016/12/31 -444.608 K $ -12.34 %
2018/12/31 XLNX XILINX INC 1.28% 3.017 M $ 35423 2016/03/31 189.117 K $ 6.50 %
2018/12/31 CHE CHEMED CORP NEW 1.22% 2.868 M $ 10124 2015/09/30 -371.181 K $ -11.20 %
2018/12/31 EME EMCOR GROUP INC 1.19% 2.797 M $ 46852 2016/03/31 -705.974 K $ -19.70 %
2018/12/31 CLX CLOROX CO DEL 1.14% 2.683 M $ 17405 2014/12/31 64.887 K $ 2.47 %
2018/12/31 JKHY HENRY JACK & ASSOC INC 1.13% 2.668 M $ 21089 2015/06/30 -701.131 K $ -20.32 %
2018/12/31 FFIV F5 NETWORKS INC 1.12% 2.643 M $ 16310 2015/03/31 -478.909 K $ -14.47 %
2018/12/31 BIV VANGUARD BD INDEX FD INC 1.12% 2.635 M $ 32420 2018/03/31 46.069 K $ 1.37 %
2018/12/31 IBM INTERNATIONAL BUSINESS MACHS 1.11% 2.609 M $ 22952 2014/12/31 -1.239 M $ -25.99 %
2018/12/31 VDE VANGUARD WORLD FDS 1.10% 2.602 M $ 33739 2018/12/31 0.000 $ 0.00 %
2018/12/31 TXN TEXAS INSTRS INC 1.09% 2.557 M $ 27057 2016/03/31 -366.800 K $ -12.34 %
2018/12/31 SNA SNAP ON INC 1.07% 2.530 M $ 17411 2016/09/30 -707.170 K $ -21.03 %
2018/12/31 SPY SPDR S&P 500 ETF TR 1.07% 2.526 M $ 10108 2016/12/31 -252.908 K $ -14.38 %
2018/12/31 CVS CVS HEALTH CORP 1.07% 2.519 M $ 38445 2014/12/31 -549.525 K $ -17.76 %
2018/12/31 SCHX SCHWAB STRATEGIC TR 1.04% 2.460 M $ 41203 2018/03/31 -250.729 K $ -14.49 %
2018/12/31 TGNA TEGNA INC 1.03% 2.430 M $ 223527 2016/03/31 -228.089 K $ -7.69 %
2018/12/31 HII HUNTINGTON INGALLS INDS INC 1.01% 2.368 M $ 12441 2015/12/31 -864.398 K $ -26.19 %
2018/12/31 MINT PIMCO ETF TR 0.97% 2.297 M $ 22757 2018/03/31 -7.229 K $ -0.47 %
2018/12/31 AMC AMC ENTMT HLDGS INC 0.94% 2.223 M $ 181062 2018/09/30 -3.367 M $ -73.95 %
2018/12/31 DOV DOVER CORP 0.93% 2.200 M $ 31005 2018/03/31 -540.234 K $ -19.43 %
2018/12/31 NVR NVR INC 0.93% 2.198 M $ 902 2016/12/31 -38.649 K $ -1.67 %
2018/12/31 PFE PFIZER INC 0.93% 2.192 M $ 50217 2014/12/31 -30.525 K $ -1.41 %
2018/12/31 NTAP NETAPP INC 0.92% 2.171 M $ 36376 2017/06/30 -1.300 M $ -30.83 %
2018/12/31 AGX ARGAN INC 0.90% 2.128 M $ 56243 2018/03/31 -253.721 K $ -10.14 %
2018/12/31 DUK DUKE ENERGY CORP NEW 0.88% 2.083 M $ 24141 2016/06/30 165.354 K $ 8.44 %
2018/12/31 CMI CUMMINS INC 0.87% 2.061 M $ 15422 2016/03/31 -230.561 K $ -9.82 %
2018/12/31 CRUS CIRRUS LOGIC INC 0.85% 2.007 M $ 60493 2017/12/31 -299.059 K $ -12.23 %
2018/12/31 SCHD SCHWAB STRATEGIC TR 0.85% 1.995 M $ 42473 2018/03/31 -143.419 K $ -11.66 %
2018/12/31 MSFT MICROSOFT CORP 0.80% 1.878 M $ 18486 2016/12/31 -260.877 K $ -12.28 %
2018/12/31 WFC WELLS FARGO CO NEW 0.79% 1.868 M $ 40543 2014/12/31 -250.057 K $ -11.74 %
2018/12/31 HAS HASBRO INC 0.79% 1.862 M $ 22915 2016/09/30 -576.368 K $ -23.25 %
2018/12/31 ITW ILLINOIS TOOL WKS INC 0.79% 1.856 M $ 14650 2015/09/30 -246.503 K $ -11.66 %
2018/12/31 RS RELIANCE STEEL & ALUMINUM CO 0.79% 1.851 M $ 26004 2016/12/31 -396.836 K $ -17.41 %
2018/12/31 PFF ISHARES TR 0.76% 1.801 M $ 52618 2018/03/31 0.000 $ 0.00 %
2018/12/31 JHML JOHN HANCOCK EXCHANGE TRADED 0.76% 1.789 M $ 55834 2018/03/31 -317.100 K $ -14.85 %
2018/12/31 BOND PIMCO ETF TR 0.76% 1.787 M $ 17389 2018/03/31 3.415 K $ 0.62 %
2018/12/31 WH WYNDHAM HOTELS & RESORTS INC 0.72% 1.694 M $ 37345 2018/06/30 -347.981 K $ -16.34 %
2018/12/31 SCHB SCHWAB STRATEGIC TR 0.68% 1.609 M $ 26854 2018/03/31 -238.170 K $ -15.00 %
2018/12/31 XLE SELECT SECTOR SPDR TR 0.68% 1.597 M $ 27855 2017/12/31 -1.292 M $ -25.67 %
2018/12/31 CL COLGATE PALMOLIVE CO 0.65% 1.538 M $ 25836 2014/12/31 -201.003 K $ -11.28 %
2018/12/31 EA ELECTRONIC ARTS INC 0.63% 1.479 M $ 18744 2016/03/31 -753.634 K $ -32.07 %
2018/12/31 BA BOEING CO 0.58% 1.378 M $ 4274 2015/06/30 -262.418 K $ -16.08 %
2018/12/31 GD GENERAL DYNAMICS CORP 0.58% 1.370 M $ 8712 2016/03/31 -408.919 K $ -23.58 %
2018/12/31 CSCO CISCO SYS INC 0.58% 1.360 M $ 31380 2015/09/30 -170.870 K $ -11.38 %
2018/12/31 DRI DARDEN RESTAURANTS INC 0.55% 1.301 M $ 13029 2016/06/30 -89.434 K $ -8.42 %
2018/12/31 COST COSTCO WHSL CORP NEW 0.55% 1.284 M $ 6303 2016/03/31 -192.106 K $ -13.18 %
2018/12/31 FPE FIRST TR EXCHANGE-TRADED FD 0.54% 1.271 M $ 70804 2018/09/30 -176.417 K $ -5.86 %
2018/12/31 DGX QUEST DIAGNOSTICS INC 0.49% 1.148 M $ 13788 2016/03/31 -339.160 K $ -23.26 %
2018/12/31 META FACEBOOK INC 0.48% 1.134 M $ 8652 2015/09/30 -275.848 K $ -19.06 %
2018/12/31 DNKN DUNKIN BRANDS GROUP INC 0.47% 1.114 M $ 17374 2017/12/31 -141.851 K $ -11.72 %
2018/12/31 INTC INTEL CORP 0.47% 1.099 M $ 23410 2015/09/30 11.359 K $ 1.02 %
2018/12/31 NUE NUCOR CORP 0.46% 1.094 M $ 21109 2017/09/30 -320.630 K $ -19.68 %
2018/12/31 LAMR LAMAR ADVERTISING CO NEW 0.43% 1.022 M $ 14773 2016/12/31 -112.480 K $ -10.15 %
2018/12/31 QUAL ISHARES TR 0.42% 994.000 K $ 12948 2018/03/31 -182.005 K $ -15.44 %
2018/12/31 UNP UNION PAC CORP 0.41% 964.000 K $ 6971 2015/09/30 -174.173 K $ -16.01 %
2018/12/31 RSP INVESCO EXCHANGE TRADED FD T 0.41% 963.000 K $ 10536 2018/06/30 -164.671 K $ -14.43 %
2018/12/31 XLK SELECT SECTOR SPDR TR 0.41% 959.000 K $ 15471 2018/03/31 -211.915 K $ -18.21 %
2018/12/31 XOM EXXON MOBIL CORP 0.39% 928.000 K $ 13610 2016/09/30 -324.718 K $ -20.72 %
2018/12/31 CRANE CO 0.38% 906.000 K $ 12551 2016/03/31 -318.202 K $ -26.58 %
2018/12/31 HSY HERSHEY CO 0.38% 902.000 K $ 8417 2015/12/31 44.868 K $ 5.43 %
2018/12/31 BSV VANGUARD BD INDEX FD INC 0.38% 888.000 K $ 11296 2018/03/31 5.728 K $ 0.91 %
2018/12/31 PSA PUBLIC STORAGE 0.37% 878.000 K $ 4336 2018/03/31 18.531 K $ 1.60 %
2018/12/31 TRIN THOMSON REUTERS CORP 0.37% 870.000 K $ 18017 2018/12/31 0.000 $ 0.00 %
2018/12/31 SLYV SPDR SERIES TRUST 0.37% 864.000 K $ 16054 2018/03/31 -217.356 K $ -19.58 %
2018/12/31 IVV ISHARES TR 0.35% 833.000 K $ 3312 2018/12/31 0.000 $ 0.00 %
2018/12/31 PNW PINNACLE WEST CAP CORP 0.35% 824.000 K $ 9667 2015/06/30 59.042 K $ 7.97 %
2018/12/31 VEA VANGUARD TAX MANAGED INTL FD 0.33% 781.000 K $ 21056 2018/03/31 -132.231 K $ -14.52 %
2018/12/31 SMG SCOTTS MIRACLE GRO CO 0.33% 768.000 K $ 12500 2015/12/31 -224.514 K $ -22.08 %
2018/12/31 KLAC KLA-TENCOR CORP 0.32% 764.000 K $ 8539 2016/12/31 -90.396 K $ -11.08 %
2018/12/31 J JACOBS ENGR GROUP INC DEL 0.29% 676.000 K $ 11569 2017/03/31 -182.011 K $ -20.29 %
2018/12/31 UAL UNITED CONTL HLDGS INC 0.28% 659.000 K $ 7874 2014/12/31 -30.551 K $ -4.36 %
2018/12/31 JPM JPMORGAN CHASE & CO 0.28% 651.000 K $ 6670 2014/12/31 -106.713 K $ -14.08 %
2018/12/31 ZBRA ZEBRA TECHNOLOGIES CORP 0.27% 637.000 K $ 4002 2014/12/31 -56.382 K $ -7.90 %
2018/12/31 EMR EMERSON ELEC CO 0.25% 590.000 K $ 9871 2017/03/31 -179.758 K $ -23.38 %
2018/12/31 UL UNILEVER PLC 0.25% 580.000 K $ 11110 2018/03/31 -32.973 K $ -5.42 %
2018/12/31 NDAQ NASDAQ INC 0.24% 573.000 K $ 7023 2014/12/31 -47.274 K $ -6.47 %
2018/12/31 AXP AMERICAN EXPRESS CO 0.24% 561.000 K $ 5889 2017/03/31 -73.479 K $ -11.81 %