- New Purchases: VDE, UNP,
- Added Positions: AMZN, COST, CAT, BRK.B, MSFT, LUV, IYH, JNJ, XLK, NFLX, GOOGL, XLY, GLD,
- Reduced Positions: DIA, V, ZM, AAPL, SKYW, MCD, MA, VTI,
- Sold Out: VOYA, FISV,
For the details of California Capital Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/california+capital+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of California Capital Advisors, Inc.- Amazon.com Inc (AMZN) - 5,830 shares, 9.57% of the total portfolio. Shares added by 11.03%
- Apple Inc (AAPL) - 40,524 shares, 8.80% of the total portfolio. Shares reduced by 2.51%
- Visa Inc (V) - 72,137 shares, 8.29% of the total portfolio. Shares reduced by 9.36%
- Microsoft Corp (MSFT) - 64,521 shares, 7.82% of the total portfolio. Shares added by 7.13%
- iShares U.S. Healthcare (IYH) - 54,159 shares, 6.95% of the total portfolio. Shares added by 4.72%
California Capital Advisors, Inc. initiated holding in Vanguard Energy. The purchase prices were between $36.44 and $63.07, with an estimated average price of $49.12. The stock is now traded at around $46.13. The impact to a portfolio due to this purchase was 5.93%. The holding were 198,171 shares as of .
New Purchase: Union Pacific Corp (UNP)California Capital Advisors, Inc. initiated holding in Union Pacific Corp. The purchase prices were between $136.49 and $184.83, with an estimated average price of $159.87. The stock is now traded at around $165.99. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,290 shares as of .
Added: Costco Wholesale Corp (COST)California Capital Advisors, Inc. added to a holding in Costco Wholesale Corp by 36.94%. The purchase prices were between $285.13 and $321.56, with an estimated average price of $303.86. The stock is now traded at around $325.54. The impact to a portfolio due to this purchase was 0.88%. The holding were 18,171 shares as of .
Added: Caterpillar Inc (CAT)California Capital Advisors, Inc. added to a holding in Caterpillar Inc by 40.69%. The purchase prices were between $104.48 and $137.72, with an estimated average price of $118.53. The stock is now traded at around $125.73. The impact to a portfolio due to this purchase was 0.73%. The holding were 33,731 shares as of .
Added: Southwest Airlines Co (LUV)California Capital Advisors, Inc. added to a holding in Southwest Airlines Co by 22.05%. The purchase prices were between $23.87 and $40.59, with an estimated average price of $31.86. The stock is now traded at around $31.57. The impact to a portfolio due to this purchase was 0.31%. The holding were 85,107 shares as of .
Sold Out: Voya Financial Inc (VOYA)California Capital Advisors, Inc. sold out a holding in Voya Financial Inc. The sale prices were between $36.97 and $53.39, with an estimated average price of $44.33.
Sold Out: Fiserv Inc (FISV)California Capital Advisors, Inc. sold out a holding in Fiserv Inc. The sale prices were between $86.19 and $109.55, with an estimated average price of $100.64.
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