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Coe Capital Management, LLC13F | |
| Coe Capital Management, LLC | |
| Last update 2021-07-22 | 107 Stocks (9 new) |
| Value $106.00 Mil | Turnover 4 % |
Coe Capital Management, LLC Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 26,440 | 4,548.0 | -4.76% | 4.300 | -0.21% | 0.000 | +1.21% | -5.42% | 2,202,999.3 | Retail - Cyclical | |
MTZ | MasTec Inc | 37,830 | 4,014.0 | -3.24% | 3.790 | -0.12% | 0.050 | +25.55% | +17.74% | 12,647.3 | Construction | |
GOOG | Alphabet Inc | 31,840 | 3,990.0 | -2.27% | 3.770 | -0.08% | 0.000 | +0.33% | -11.15% | 2,042,141.0 | Interactive Media | |
JPM | JPMorgan Chase & Co | 22,386 | 3,482.0 | -3.00% | 3.290 | -0.11% | 0.000 | +2.63% | +12.16% | 738,794.5 | Banks | |
ABT | Abbott Laboratories | 28,451 | 3,298.0 | -5.98% | 3.120 | -0.22% | 0.000 | -4.93% | +18.47% | 230,859.7 | Medical Devices & Instruments | |
BSV | Vanguard Short-Term Bond ETF | 37,831 | 3,108.0 | -2.74% | 2.940 | -0.09% | 0.010 | +0.97% | +2.51% | 38,490.7 | ||
CME | CME Group Inc | 14,441 | 3,071.0 | +0.47% | 2.900 | +0.01% | 0.000 | +9.17% | +20.76% | 100,558.2 | Capital Markets | |
TGT | Target Corp | 12,691 | 3,068.0 | +0.09% | 2.900 | 0% | 0.000 | -19.64% | -27.60% | 43,591.9 | Retail - Defensive | |
AAPL | Apple Inc | 20,992 | 2,875.0 | -13.06% | 2.720 | -0.39% | 0.000 | -14.36% | -18.51% | 3,040,635.5 | Hardware | |
WCN | Waste Connections Inc | 23,013 | 2,748.0 | -5.56% | 2.600 | -0.15% | 0.010 | +1.06% | +13.26% | 50,051.0 | Waste Management |
Coe Capital Management, LLC's Historical Top Holdings Breakdowns
Coe Capital Management, LLC Total Holding History ($B)
Coe Capital Management, LLC's Asset Allocation
Coe Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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