CC

Coe Capital Management, LLC

13F
Coe Capital Management, LLC
Last update 2021-07-22 107 Stocks (9 new)
Value $106.00 Mil Turnover 4 %
Countries:
Top Holdings: AMZN(4.30%)MTZ(3.79%)GOOG(3.77%)JPM(3.29%)ABT(3.12%)
Summary Stock Picks Current Portfolio
Coe Capital Management, LLC Top Holdings of 2021-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
26,440
4,548.0
-4.76%
4.300
-0.21%
0.000
+26.04%
+3.17%
2,403,011.4
Retail - Cyclical
MTZ
MasTec Inc
37,830
4,014.0
-3.24%
3.790
-0.12%
0.050
+44.87%
+26.28%
13,565.0
Construction
GOOG
Alphabet Inc
31,840
3,990.0
-2.27%
3.770
-0.08%
0.000
+15.53%
-3.63%
2,214,529.6
Interactive Media
JPM
JPMorgan Chase & Co
22,386
3,482.0
-3.00%
3.290
-0.11%
0.000
+23.51%
+21.48%
787,919.1
Banks
ABT
Abbott Laboratories
28,451
3,298.0
-5.98%
3.120
-0.22%
0.000
+4.64%
+17.93%
228,771.2
Medical Devices & Instruments
BSV
Vanguard Short-Term Bond ETF
37,831
3,108.0
-2.74%
2.940
-0.09%
0.010
+0.03%
+1.09%
38,342.2
 
CME
CME Group Inc
14,441
3,071.0
+0.47%
2.900
+0.01%
0.000
+5.09%
+19.55%
99,098.8
Capital Markets
TGT
Target Corp
12,691
3,068.0
+0.09%
2.900
0%
0.000
+12.27%
-22.87%
46,440.7
Retail - Defensive
AAPL
Apple Inc
20,992
2,875.0
-13.06%
2.720
-0.39%
0.000
+3.58%
-16.29%
3,123,230.6
Hardware
WCN
Waste Connections Inc
23,013
2,748.0
-5.56%
2.600
-0.15%
0.010
-6.16%
+7.37%
47,446.3
Waste Management

Coe Capital Management, LLC's Historical Top Holdings Breakdowns

Coe Capital Management, LLC Total Holding History ($B)

To

Coe Capital Management, LLC's Asset Allocation

To

Coe Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Coe Capital Management, LLC's Hypothetical Growth since 2021-06-30

Coe Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Coe Capital Management, LLC's Holdings Heat Map

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Coe Capital Management, LLC's Holdings Bubble Chart

Coe Capital Management, LLC News

  • 1

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