Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Palo Capital, Inc. 13F Holdings -- Portfolio & Top Positions (2018-12-31)

Palo Capital, Inc. (CIK 1615963) reported $235.6M across 137 reported positions in its SEC 13F filing for 2018-12-31. Largest positions: VZ ($6.0M, 2.54%), ELV ($5.8M, 2.45%), TOTL ($5.3M, 2.26%), NEE ($5.3M, 2.25%), BAH ($5.2M, 2.22%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VZVERIZON COMMUNICATIONS INC$6.0M2.54%106,368Trimmed
2ELVANTHEM INC$5.8M2.45%21,965Trimmed
3TOTLSSGA ACTIVE ETF TR$5.3M2.26%112,400Trimmed
4NEENEXTERA ENERGY INC$5.3M2.25%30,448Added
5BAHBOOZ ALLEN HAMILTON HLDG COR$5.2M2.22%115,811Trimmed
6UPSUNITED PARCEL SERVICE INC$4.9M2.07%50,019Added
7JNJJOHNSON & JOHNSON$4.6M1.96%35,857Added
8XLVSELECT SECTOR SPDR TR$4.3M1.84%50,014Added
9AAPLAPPLE INC$4.3M1.82%27,163Trimmed
10WMTWALMART INC$4.3M1.81%45,740Trimmed
11BRK/BBERKSHIRE HATHAWAY INC DEL$4.3M1.81%20,916Trimmed
12GMGENERAL MTRS CO$4.2M1.77%124,423Trimmed
13CVXCHEVRON CORP NEW$4.1M1.75%37,869New
14CNCCENTENE CORP DEL$4.0M1.70%34,722Trimmed
15CHRWC H ROBINSON WORLDWIDE INC$3.9M1.66%46,613Added
16HDHOME DEPOT INC$3.7M1.58%21,645Trimmed
17LPXLOUISIANA PAC CORP$3.6M1.53%162,603Added
18DHID R HORTON INC$3.5M1.51%102,422Trimmed
19PAYXPAYCHEX INC$3.5M1.50%54,218Added
20SYFSYNCHRONY FINL$3.3M1.41%141,265Trimmed
21CCITIGROUP INC$3.3M1.39%62,890Trimmed
22GNTXGENTEX CORP$3.2M1.38%160,714Trimmed
23NTRSNORTHERN TR CORP$3.2M1.35%38,146Trimmed
24MORNMORNINGSTAR INC$3.2M1.34%28,714Added
25XLNXXILINX INC$3.0M1.28%35,423Trimmed

Source: SEC Form 13F filings · as of 2018-12-31