STEEL GROVE CAPITAL ADVISORS, LLC Q2 2016 Filing

Filed July 26, 2016

Portfolio Value

$405.8M

Holdings

194

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (194 positions)

#StockSharesValue% PortfolioType
1
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF
1,665,710$40.1M9.88%
2
AMLPUSDALPS TRUST ETF ALERIAN MLP
1,594,001$20.3M5.00%
3
WEPMAGELLAN MIDSTREAM PARTNERS LP
224,833$17.1M4.21%
4
EPDENTERPRISE PRODS PARTNERS L P
478,695$14.0M3.45%
5
KOCOCA COLA CO COM
242,960$11.1M2.73%
6
HEWJISHARES CURRENCY HEDGED MSCI JAPAN ETF
441,073$10.3M2.54%
7
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT
139,181$9.8M2.41%
8
ENBRIDGE ENERGY PARTNERS LP
379,040$8.8M2.17%
9
PAAPLAINS ALL AMERICAN PIPELINE LP
313,574$8.6M2.12%
10
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
251,701$6.0M1.49%
11
AAPLAPPLE INC
62,609$6.0M1.47%
12
CTLEURCENTURYLINK INC COM
203,762$5.9M1.46%
13
KNOPKNOT OFFSHORE PARTNERS LP
308,457$5.7M1.41%
14
TAT&T INC COM
124,586$5.4M1.33%
15
XOMEXXON MOBIL CORP COM
55,196$5.2M1.27%
16
BACVERIZON COMMUNICATIONS
90,439$5.0M1.24%
17
CVXCHEVRON CORP NEW COM
45,694$4.8M1.18%
18
JNJJOHNSON & JOHNSON COM
39,433$4.8M1.18%
19
UNPUNION PAC CORP COM
54,781$4.8M1.18%
20
GUGGENHEIM ENHANCED SHORT DURATION ETF
92,482$4.6M1.14%
21
DUKDUKE ENERGY CORP NEW COM NEW
52,975$4.5M1.12%
22
MRKMERCK & CO INC
77,372$4.5M1.11%
23
MOALTRIA GROUP INC COM
64,515$4.5M1.11%
24
CSCOCISCO SYS INC
155,683$4.5M1.10%
25
PFEPFIZER INC COM
126,603$4.5M1.10%
26
QCOMQUALCOMM INC
82,349$4.4M1.09%
27
AEEAMEREN CORP
82,233$4.4M1.09%
28
ADMARCHER DANIELS MIDLAND CO COM
102,378$4.4M1.08%
29
ABBVABBVIE INC COM
69,843$4.3M1.07%
30
SPECTRA ENERGY PARTNERS LP
91,190$4.3M1.06%
31
LMTLOCKHEED MARTIN CORP
17,318$4.3M1.06%
32
CMICUMMINS INC COM
38,172$4.3M1.06%
33
PGPROCTER & GAMBLE CO COM
50,330$4.3M1.05%
34
PEGPUBLIC SVC ENTERPRISE GROUP COM
90,911$4.2M1.04%
35
IVWISHARES S&P 500 GROWTH ETF
36,287$4.2M1.04%
36
ETRENTERGY CORP NEW COM
51,893$4.2M1.04%
37
CATCATERPILLAR INC DEL COM
54,972$4.2M1.03%
38
INTCINTEL CORP COM
126,041$4.1M1.02%
39
WDCWESTERN DIGITAL CORP COM
86,459$4.1M1.02%
40
IPINTL PAPER CO COM
95,621$4.1M1.00%
41
JPMJPMORGAN CHASE & CO COM
63,353$3.9M0.97%
42
DOW CHEM CO COM
78,457$3.9M0.96%
43
FRONTIER COMMUNICATIONS CORP COM
764,366$3.8M0.93%
44
MOSMOSAIC CO
138,698$3.6M0.89%
45
SPYSPDR S&P 500 ETF
17,146$3.6M0.89%
46
GMGENERAL MOTORS CORP
123,179$3.5M0.86%
47
FDO.FMACYS INC COM
101,934$3.5M0.85%
48
STAPLES INC
386,376$3.4M0.83%
49
LAYNE CHRISTENSEN COCOM
416,783$3.4M0.83%
50
VLOVALERO ENERGY CORP
64,039$3.3M0.80%
51
KSSKOHLS CORP
80,426$3.0M0.75%
52
WFCWELLS FARGO & CO NEW COM
64,100$3.0M0.75%
53
ONEOK PARTNERS LP
74,382$3.0M0.73%
54
ETENERGY TRANSFER PARTNERS LP
73,562$2.8M0.69%
55
PBFPBF ENERGY INC CL A
116,148$2.8M0.68%
56
ARCCARES CAP CORP COM
177,126$2.5M0.62%
57
FDXFEDEX CORP
14,792$2.3M0.55%
58
IWRISHARES TR RUSSELL MIDCAP INDEX FD
13,340$2.2M0.55%
59
NSUSDNUSTAR ENERGY LP UNIT
40,125$2.0M0.49%
60
MTGMGIC INVT CORP WIS COM
300,894$1.8M0.44%
61
VOOVANGUARD S&P 500 ETF
9,079$1.7M0.43%
62
WILLIAMS PARTNERS L P COM UNIT LTD PARTNERSHIP INT
47,965$1.7M0.41%
63
VVISA INC
18,732$1.4M0.34%
64
HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND
26,655$1.3M0.33%
65
DISDISNEY WALT CO COM DISNEY
12,642$1.2M0.30%
66
GOOGALPHABET INC CAP STK CL C
1,709$1.2M0.29%
67
UPSUNITED PARCEL SERVICE INC
10,942$1.2M0.29%
68
IWMISHARES RUSSELL 2000 ETF
10,139$1.2M0.29%
69
AGGISHARES AGGREGATE BOND ETF
9,755$1.1M0.27%
70
SDYSPDR SER TR S&P DIVID ETF
12,578$1.1M0.26%
71
LKQ1LKQ CORP COM
33,296$1.1M0.26%
72
DYDYCOM INDS INC COM
11,316$1.0M0.25%
73
FCAPFIRST CAPITAL INC
28,124$953K0.23%
74
KOCOCA COLA ENTERPRISEINC
26,654$951K0.23%
75
DXJWISDOMTREE JAPAN HEDGED EQUITY
23,907$927K0.23%
76
BNDVANGUARD TOTAL BOND MARKET ETF
10,891$918K0.23%
77
AEPAMERICAN ELEC PWR INC COM
13,000$911K0.22%
78
EFAISHARES MSCI EAFE ETF
15,748$879K0.22%
79
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND
10,449$870K0.21%
80
AMZNAMAZON.COM INC
1,216$870K0.21%
81
CVSCVS HEALTH CORP COM
8,542$818K0.20%
82
WBAWALGREENS BOOTS ALLIANCE INC COM
9,816$817K0.20%
83
MPLXMPLX LP COM UNIT REPSTG LTD PARTNER INT
23,528$791K0.19%
84
SCHBSCHWAB ETFS- US BROAD MARKET ETF
15,452$777K0.19%
85
VNQVANGUARD REIT INDEX ETF
7,610$675K0.17%
86
UPLDUPLAND SOFTWARE INC COM USD0.0001
86,911$662K0.16%
87
T C PIPELINES
11,473$657K0.16%
88
AMJEURJP MORGAN ALERIAN MLP ETN
20,622$656K0.16%
89
BMYBRISTOL MYERS SQUIBB CO COM
8,850$651K0.16%
90
MOBILE MINI INC
18,774$650K0.16%
91
XLFFINANCIAL SELECT SECTOR SPDR
27,933$638K0.16%
92
WELLHEALTH CARE REIT INC
7,864$599K0.15%
93
SOSOUTHERN CO COM
11,000$590K0.15%
94
CECOCECO ENVIRONMENTAL CORP COM
65,822$575K0.14%
95
THOTHOR INDS INC
8,221$532K0.13%
96
CLHCLEAN HARBORS, INC
10,046$523K0.13%
97
VENVENTAS INC
7,150$521K0.13%
98
PFFISHARES S&P U.S. PREFERRED STOCK ETF
12,936$516K0.13%
99
DGDOLLAR GEN CORP
5,282$497K0.12%
100
MSFTMICROSOFT
9,721$497K0.12%
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