Palo Capital, Inc. 13F Holdings · last filed Q4 2018
Palo Capital, Inc. reported 137 securities worth $235.60M in its SEC 13F filing for Q4 2018 (period ended 2018-12-31). Top holdings: VZ (2.54%), ELV (2.45%), TOTL (2.26%). Among its top 25 positions this quarter: 1 new, 8 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VZ | VERIZON COMMUNICATIONS INC | $6.0M | 2.54% | 106,368 | Trimmed |
| 2 | ELV | ANTHEM INC | $5.8M | 2.45% | 21,965 | Trimmed |
| 3 | TOTL | SSGA ACTIVE ETF TR | $5.3M | 2.26% | 112,400 | Trimmed |
| 4 | NEE | NEXTERA ENERGY INC | $5.3M | 2.25% | 30,448 | Added |
| 5 | BAH | BOOZ ALLEN HAMILTON HLDG COR | $5.2M | 2.22% | 115,811 | Trimmed |
| 6 | UPS | UNITED PARCEL SERVICE INC | $4.9M | 2.07% | 50,019 | Added |
| 7 | JNJ | JOHNSON & JOHNSON | $4.6M | 1.96% | 35,857 | Added |
| 8 | XLV | SELECT SECTOR SPDR TR | $4.3M | 1.84% | 50,014 | Added |
| 9 | AAPL | APPLE INC | $4.3M | 1.82% | 27,163 | Trimmed |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.81% | 20,916 | Trimmed |
| 11 | WMT | WALMART INC | $4.3M | 1.81% | 45,740 | Trimmed |
| 12 | GM | GENERAL MTRS CO | $4.2M | 1.77% | 124,423 | Trimmed |
| 13 | CVX | CHEVRON CORP NEW | $4.1M | 1.75% | 37,869 | New |
| 14 | CNC | CENTENE CORP DEL | $4.0M | 1.70% | 34,722 | Trimmed |
| 15 | CHRW | C H ROBINSON WORLDWIDE INC | $3.9M | 1.66% | 46,613 | Added |
| 16 | HD | HOME DEPOT INC | $3.7M | 1.58% | 21,645 | Trimmed |
| 17 | LPX | LOUISIANA PAC CORP | $3.6M | 1.53% | 162,603 | Added |
| 18 | DHI | D R HORTON INC | $3.5M | 1.51% | 102,422 | Trimmed |
| 19 | PAYX | PAYCHEX INC | $3.5M | 1.50% | 54,218 | Added |
| 20 | SYF | SYNCHRONY FINL | $3.3M | 1.41% | 141,265 | Trimmed |
| 21 | C | CITIGROUP INC | $3.3M | 1.39% | 62,890 | Trimmed |
| 22 | GNTX | GENTEX CORP | $3.2M | 1.38% | 160,714 | Trimmed |
| 23 | NTRS | NORTHERN TR CORP | $3.2M | 1.35% | 38,146 | Trimmed |
| 24 | MORN | MORNINGSTAR INC | $3.2M | 1.34% | 28,714 | Added |
| 25 | XLNX | XILINX INC | $3.0M | 1.28% | 35,423 | Trimmed |
Source: SEC Form 13F filings · as of 2018-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR