PC

Palo Capital, Inc.

13F
Palo Capital, Inc.
Last update 2019-01-30 133 Stocks (12 new)
Value $227.00 Mil Turnover 11 %
Countries:
Top Holdings: VZ(2.63%)NEE(2.33%)BAH(2.30%)UPS(2.15%)JNJ(2.04%)
Portfolio Report
Summary Stock Picks Current Portfolio
Palo Capital, Inc. Top Holdings of 2018-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VZ 		Verizon Communications Inc
106,368
5980.000
-0.33%
2.630
-0.01%
0.000
+11.97%
+23.49%
186608.021
Telecommunication Services
ELV 		Anthem Inc
21,965
5769.000
-0.97%
2.540
-0.02%
0.010
+1.25%
+15.55%
125185.908
Healthcare Plans
NEE 		NextEra Energy Inc
121,792
5292.000
+0.13%
2.330
0%
0.000
+14.95%
+39.29%
170101.068
Utilities - Regulated
BAH 		Booz Allen Hamilton Holding Corp
115,811
5220.000
-0.75%
2.300
-0.02%
0.090
+2.58%
+24.73%
20397.933
Business Services
UPS 		United Parcel Service Inc
50,019
4878.000
+54.65%
2.150
+0.76%
0.010
-4.85%
-15.31%
110155.910
Transportation
JNJ 		Johnson & Johnson
35,857
4627.000
+0.67%
2.040
+0.01%
0.000
+11.93%
+7.19%
395173.120
Drug Manufacturers
XLV 		Health Care Select Sector SPDR
50,014
4327.000
+213.41%
1.910
+1.30%
0.020
+6.07%
+13.86%
42114.314
 
AAPL 		Apple Inc
108,652
4285.000
-1.37%
1.890
-0.03%
0.000
+8.96%
+18.98%
3469584.063
Hardware
BRK.B 		Berkshire Hathaway Inc
20,916
4271.000
-1.60%
1.880
-0.03%
0.000
+11.28%
+27.66%
982609.775
Insurance
WMT 		Walmart Inc
137,220
4261.000
-1.29%
1.880
-0.02%
0.000
+16.58%
+51.91%
635504.138
Retail - Defensive

Palo Capital, Inc.'s Historical Top Holdings Breakdowns

Palo Capital, Inc. Total Holding History ($B)

To

Palo Capital, Inc.'s Asset Allocation

To

Palo Capital, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Palo Capital, Inc.'s Hypothetical Growth since 2018-12-31

Palo Capital, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Palo Capital, Inc.'s Holdings Heat Map

Size field:

Palo Capital, Inc.'s Holdings Bubble Chart

Palo Capital, Inc. News

  • 1

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