Terminal · Institutions

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

Yellowstone Partners, LLC 13F Holdings -- Portfolio & Top Positions (2017-12-31)

Yellowstone Partners, LLC (CIK 1682196) reported $176.8M across 183 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: FTCS ($8.7M, 4.90%), SCHW ($7.4M, 4.17%), JPM ($6.6M, 3.72%), HCA ($5.9M, 3.36%), BN ($5.9M, 3.33%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FTCSFirst Trust Capital Strength ETF$8.7M4.90%169,974Trimmed
2SCHWCharles Schwab Corp$7.4M4.17%143,361Trimmed
3JPMJPMorgan Chase & Co$6.6M3.72%61,546Trimmed
4HCAHCA Holdings Inc$5.9M3.36%67,579Trimmed
5BNBrookfield Asset Management Inc Class A$5.9M3.33%135,086Trimmed
6AAPLApple Inc$5.7M3.22%33,619Trimmed
7LBTYKLiberty Global Group C$5.3M3.02%157,701Added
8SHWSherwin-Williams Co$4.9M2.74%11,833Hold
9ARAntero Resources Corp$4.4M2.48%230,651Trimmed
10DONWisdomTree US MidCap Dividend ETF$4.0M2.29%114,644Added
11PRIPrimerica Inc$3.7M2.09%36,409Trimmed
12CTSHCognizant Technology Solutions Corp A$3.5M2.00%49,894Trimmed
13DBEFDeutsche X-trackers MSCI EAFE Hedged Eq$3.5M1.96%108,782Added
14ADPAutomatic Data Processing Inc$3.1M1.77%26,657Added
15KMIKinder Morgan Inc P$3.0M1.72%168,334Trimmed
16IQVIqvia Hldgs Inc$2.9M1.62%29,309New
17AGGiShares Core US Aggregate Bond$2.6M1.48%23,927Trimmed
18STXSeagate Technology PLC$2.6M1.47%62,085Trimmed
19SPEMSPDR S&P Emerging Markets ETF$2.5M1.44%66,767Added
20STSensata Technologies Holding N.V.$2.4M1.37%47,386Trimmed
21IJRiShares Core S&P Small-Cap$2.4M1.36%31,239New
22VNQVanguard REIT ETF$2.0M1.16%24,631Trimmed
23BONDPIMCO Active Bond ETF$2.0M1.14%18,971Trimmed
24BRK/BBerkshire Hathaway Inc B$1.9M1.09%9,734Added
25MSFTMicrosoft Corp$1.8M1.04%21,576Trimmed

Source: SEC Form 13F filings · as of 2017-12-31