ICC CAPITAL MANAGEMENT INC/

data from 31/03/2015

Capitalization

$ 760.281 M

-1.07%

Performance

$ 5.909 B

619,437.03%

Average holding period

16 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ICC CAPITAL MANAGEMENT INC/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2015/03/31 CVS CVS HEALTH CORP 2.28% 17.366 M $ 168259 2006/03/31 1.189 M $ 7.16 %
2015/03/31 PFE PFIZER INC 1.71% 12.979 M $ 373081 2003/12/31 1.378 M $ 11.67 %
2015/03/31 ORCL ORACLE CORP 1.66% 12.620 M $ 292474 2007/09/30 -127.589 K $ -4.05 %
2015/03/31 AAPL APPLE INC 1.57% 11.936 M $ 95925 2007/09/30 1.404 M $ 12.72 %
2015/03/31 ALL ALLSTATE CORP 1.45% 11.028 M $ 154953 2006/09/30 144.415 K $ 1.31 %
2015/03/31 MRK MERCK & CO INC NEW 1.37% 10.406 M $ 181040 2011/12/31 21.179 K $ 1.22 %
2015/03/31 TESORO CORP 1.36% 10.346 M $ 113331 2014/03/31 2.323 M $ 22.78 %
2015/03/31 XOM EXXON MOBIL CORP 1.31% 9.923 M $ 116738 2008/12/31 -885.529 K $ -8.06 %
2015/03/31 BAC BANK AMER CORP 1.30% 9.911 M $ 643998 2008/09/30 -1.646 M $ -13.97 %
2015/03/31 INTC INTEL CORP 1.26% 9.560 M $ 305735 2000/03/31 -1.571 M $ -13.83 %
2015/03/31 UNH UNITEDHEALTH GROUP INC 1.17% 8.905 M $ 75279 2014/09/30 1.312 M $ 17.01 %
2015/03/31 CSCO CISCO SYS INC 1.13% 8.564 M $ 311141 2005/06/30 -3.929 K $ -1.04 %
2015/03/31 C CITIGROUP INC 1.11% 8.422 M $ 163462 2011/03/31 -432.833 K $ -4.79 %
2015/03/31 AET AETNA INC NEW 1.07% 8.130 M $ 76315 2004/06/30 1.386 M $ 19.92 %
2015/03/31 CI CIGNA CORPORATION 1.06% 8.070 M $ 62347 2009/03/31 1.681 M $ 25.78 %
2015/03/31 DAL DELTA AIR LINES INC DEL 1.03% 7.807 M $ 173644 2013/09/30 -755.325 K $ -8.60 %
2015/03/31 VIAC CBS CORP NEW 0.99% 7.493 M $ 123586 2011/06/30 0.000 $ 0.00 %
2015/03/31 WHR WHIRLPOOL CORP 0.98% 7.463 M $ 36936 2013/09/30 317.582 K $ 4.29 %
2015/03/31 JNJ JOHNSON & JOHNSON 0.98% 7.451 M $ 74065 2015/03/31 0.000 $ 0.00 %
2015/03/31 PNW PINNACLE WEST CAP CORP 0.97% 7.373 M $ 115662 2014/06/30 -535.512 K $ -6.68 %
2015/03/31 ELV ANTHEM INC 0.96% 7.296 M $ 47254 2014/12/31 1.386 M $ 22.87 %
2015/03/31 AFL AFLAC INC 0.96% 7.276 M $ 113674 2012/12/31 336.804 K $ 4.78 %
2015/03/31 DGX QUEST DIAGNOSTICS INC 0.96% 7.275 M $ 94663 2014/09/30 941.631 K $ 14.60 %
2015/03/31 TSN TYSON FOODS INC 0.95% 7.224 M $ 188629 2012/09/30 -280.484 K $ -4.46 %
2015/03/31 LNC LINCOLN NATL CORP IND 0.95% 7.198 M $ 125267 2010/12/31 -27.096 K $ -0.36 %
2015/03/31 IP INTL PAPER CO 0.93% 7.083 M $ 127650 2008/03/31 247.951 K $ 3.57 %
2015/03/31 CVX CHEVRON CORP NEW 0.93% 7.079 M $ 67430 2001/12/31 -551.484 K $ -6.42 %
2015/03/31 CSX CSX CORP 0.90% 6.878 M $ 207678 2013/12/31 -664.404 K $ -8.61 %
2015/03/31 STZ CONSTELLATION BRANDS INC 0.89% 6.777 M $ 58321 2014/09/30 1.083 M $ 18.38 %
2015/03/31 UNP UNION PAC CORP 0.87% 6.652 M $ 61413 2012/03/31 -168.727 K $ -9.08 %
2015/03/31 UNITED TECHNOLOGIES CORP 0.86% 6.569 M $ 56046 2015/03/31 0.000 $ 0.00 %
2015/03/31 ESRX EXPRESS SCRIPTS HLDG CO 0.85% 6.480 M $ 74685 2014/12/31 159.883 K $ 2.48 %
2015/03/31 USMV ISHARES TR 0.85% 6.453 M $ 156390 2014/06/30 117.000 K $ 1.93 %
2015/03/31 MRO MARATHON OIL CORP 0.84% 6.349 M $ 243180 2011/12/31 -538.209 K $ -7.71 %
2015/03/31 ALK ALASKA AIR GROUP INC 0.83% 6.321 M $ 95510 2014/03/31 628.325 K $ 10.74 %
2015/03/31 CMCSA COMCAST CORP NEW 0.83% 6.272 M $ 111063 2002/12/31 -207.642 K $ -2.65 %
2015/03/31 MET METLIFE INC 0.79% 5.995 M $ 118603 2010/12/31 -429.184 K $ -6.53 %
2015/03/31 TWX TIME WARNER INC 0.76% 5.799 M $ 68680 2012/09/30 -68.673 K $ -1.15 %
2015/03/31 GOOGL GOOGLE INC 0.74% 5.596 M $ 10089 2011/06/30 252.647 K $ 4.56 %
2015/03/31 RTN RAYTHEON CO 0.74% 5.591 M $ 51172 2013/09/30 43.971 K $ 1.00 %
2015/03/31 NOC NORTHROP GRUMMAN CORP 0.73% 5.575 M $ 34634 2014/09/30 476.904 K $ 9.21 %
2015/03/31 CTAS CINTAS CORP 0.73% 5.541 M $ 67874 2012/09/30 220.492 K $ 4.08 %
2015/03/31 JPM JPMORGAN CHASE & CO 0.72% 5.489 M $ 90609 2002/12/31 -150.372 K $ -3.20 %
2015/03/31 T AT&T INC 0.71% 5.403 M $ 165485 2005/12/31 -157.787 K $ -2.80 %
2015/03/31 INGR INGREDION INC 0.71% 5.400 M $ 69394 2012/06/30 -496.377 K $ -8.27 %
2015/03/31 GM GENERAL MTRS CO 0.70% 5.357 M $ 142855 2013/12/31 375.562 K $ 7.42 %
2015/03/31 DG DOLLAR GEN CORP NEW 0.69% 5.279 M $ 70031 2015/03/31 0.000 $ 0.00 %
2015/03/31 AMP AMERIPRISE FINL INC 0.67% 5.074 M $ 38782 2013/03/31 -56.254 K $ -1.07 %
2015/03/31 HCA HCA HOLDINGS INC 0.65% 4.976 M $ 66147 2014/06/30 97.345 K $ 2.51 %
2015/03/31 LUV SOUTHWEST AIRLS CO 0.65% 4.943 M $ 111569 2000/03/31 225.589 K $ 4.68 %
2015/03/31 RGA REINSURANCE GROUP AMER INC 0.64% 4.861 M $ 52167 2014/06/30 295.109 K $ 6.36 %
2015/03/31 RJF RAYMOND JAMES FINANCIAL INC 0.63% 4.799 M $ 84516 2014/12/31 -43.664 K $ -0.89 %
2015/03/31 NWL NEWELL RUBBERMAID INC 0.63% 4.783 M $ 122418 2014/09/30 121.753 K $ 2.57 %
2015/03/31 DOW DOW CHEM CO 0.63% 4.776 M $ 99540 2000/03/31 0.000 $ 0.00 %
2015/03/31 ADP AUTOMATIC DATA PROCESSING IN 0.62% 4.751 M $ 55480 2015/03/31 0.000 $ 0.00 %
2015/03/31 TRW AUTOMOTIVE HLDGS CORP 0.61% 4.604 M $ 43906 2014/09/30 89.922 K $ 1.96 %
2015/03/31 VLO VALERO ENERGY CORP NEW 0.58% 4.374 M $ 68759 2014/03/31 985.208 K $ 28.52 %
2015/03/31 BMS BEMIS INC 0.57% 4.367 M $ 94309 2013/03/31 193.088 K $ 2.43 %
2015/03/31 COP CONOCOPHILLIPS 0.57% 4.331 M $ 69556 2010/12/31 -689.581 K $ -9.85 %
2015/03/31 EL LAUDER ESTEE COS INC 0.57% 4.316 M $ 51898 2015/03/31 0.000 $ 0.00 %
2015/03/31 MUR MURPHY OIL CORP 0.57% 4.315 M $ 92601 2013/09/30 -462.846 K $ -7.76 %
2015/03/31 TRN TRINITY INDS INC 0.57% 4.313 M $ 121468 2013/06/30 539.368 K $ 26.78 %
2015/03/31 AWK AMERICAN WTR WKS CO INC NEW 0.56% 4.295 M $ 79221 2014/06/30 73.292 K $ 1.71 %
2015/03/31 AFG AMERICAN FINL GROUP INC OHIO 0.55% 4.210 M $ 65628 2013/03/31 228.671 K $ 5.65 %
2015/03/31 SLB SCHLUMBERGER LTD 0.55% 4.207 M $ 50421 2013/09/30 -122.920 K $ -2.31 %
2015/03/31 PEG PUBLIC SVC ENTERPRISE GROUP 0.55% 4.204 M $ 100298 2015/03/31 0.000 $ 0.00 %
2015/03/31 COST COSTCO WHSL CORP NEW 0.55% 4.196 M $ 27695 2014/12/31 276.363 K $ 6.88 %
2015/03/31 F FORD MTR CO DEL 0.55% 4.196 M $ 259946 2004/09/30 170.515 K $ 4.13 %
2015/03/31 TORCHMARK CORP 0.54% 4.099 M $ 74628 2013/12/31 57.526 K $ 1.40 %
2015/03/31 KRAFT FOODS GROUP INC 0.53% 4.057 M $ 46576 2012/12/31 1.150 M $ 39.00 %
2015/03/31 ADM ARCHER DANIELS MIDLAND CO 0.53% 4.020 M $ 84806 2014/03/31 -396.708 K $ -8.85 %
2015/03/31 MAS MASCO CORP 0.53% 4.016 M $ 150414 2013/09/30 230.465 K $ 5.92 %
2015/03/31 CMS CMS ENERGY CORP 0.52% 3.920 M $ 112302 2012/12/31 18.261 K $ 0.46 %
2015/03/31 CENTURYLINK INC 0.52% 3.916 M $ 113341 2014/06/30 -742.106 K $ -12.71 %
2015/03/31 GE GENERAL ELECTRIC CO 0.51% 3.882 M $ 156477 2000/03/31 -78.012 K $ -1.13 %
2015/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.51% 3.882 M $ 28900 2015/03/31 0.000 $ 0.00 %
2015/03/31 PCG PG&E CORP 0.50% 3.795 M $ 71508 2015/03/31 0.000 $ 0.00 %
2015/03/31 WRB BERKLEY W R CORP 0.50% 3.777 M $ 74780 2013/06/30 -56.121 K $ -1.45 %
2015/03/31 KSS KOHLS CORP 0.50% 3.764 M $ 48105 2013/12/31 577.911 K $ 28.19 %
2015/03/31 VZ VERIZON COMMUNICATIONS INC 0.49% 3.717 M $ 76432 2000/09/30 205.364 K $ 3.95 %
2015/03/31 PEP PEPSICO INC 0.48% 3.675 M $ 38430 2014/06/30 41.695 K $ 1.12 %
2015/03/31 AES AES CORP 0.46% 3.523 M $ 274146 2014/09/30 -258.847 K $ -6.68 %
2015/03/31 UN UNILEVER N V 0.45% 3.444 M $ 82482 2004/09/30 221.141 K $ 6.97 %
2015/03/31 KYOCY KYOCERA CORP 0.45% 3.386 M $ 61659 2000/03/31 137.729 K $ 4.95 %
2015/03/31 MU MICRON TECHNOLOGY INC 0.44% 3.363 M $ 123966 2007/09/30 -1.004 M $ -22.51 %
2015/03/31 BSX BOSTON SCIENTIFIC CORP 0.43% 3.267 M $ 184055 2014/12/31 847.575 K $ 33.96 %
2015/03/31 CVA COVANTA HLDG CORP 0.43% 3.259 M $ 145285 2013/09/30 62.432 K $ 1.91 %
2015/03/31 TWENTY FIRST CENTY FOX INC 0.43% 3.247 M $ 98749 2013/09/30 -390.670 K $ -10.87 %
2015/03/31 AMG AFFILIATED MANAGERS GROUP 0.42% 3.211 M $ 14948 2010/12/31 39.415 K $ 1.20 %
2015/03/31 BUD ANHEUSER BUSCH INBEV SA/NV 0.42% 3.183 M $ 26112 2010/09/30 247.489 K $ 8.54 %
2015/03/31 PAG PENSKE AUTOMOTIVE GRP INC 0.42% 3.156 M $ 61287 2014/09/30 53.039 K $ 4.93 %
2015/03/31 META FACEBOOK INC 0.41% 3.151 M $ 38328 2014/03/31 168.747 K $ 5.38 %
2015/03/31 GNTX GENTEX CORP 0.41% 3.141 M $ 171645 2011/12/31 82.250 K $ 1.27 %
2015/03/31 DEO DIAGEO P L C 0.41% 3.112 M $ 28148 2000/03/31 -97.426 K $ -3.09 %
2015/03/31 HBI HANESBRANDS INC 0.41% 3.089 M $ 92180 2014/03/31 533.119 K $ 20.06 %
2015/03/31 NSAM NORTHSTAR ASSET MGMT GROUP I 0.41% 3.084 M $ 132115 2014/09/30 104.084 K $ 3.41 %
2015/03/31 PWR QUANTA SVCS INC 0.40% 3.054 M $ 107035 2013/09/30 15.446 K $ 0.49 %
2015/03/31 LOW LOWES COS INC 0.39% 2.977 M $ 40024 2013/03/31 234.942 K $ 8.12 %
2015/03/31 AXP AMERICAN EXPRESS CO 0.39% 2.948 M $ 37740 2000/03/31 -1.176 M $ -16.04 %
2015/03/31 DHI D R HORTON INC 0.39% 2.940 M $ 103240 2014/03/31 337.454 K $ 12.62 %