STEEL GROVE CAPITAL ADVISORS, LLC Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$563.9M

Holdings

277

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
1
LANDMARK INFRASTRUCTURE LP COM UNIT LTD
1,018,867$16.3M2.89%
2
WEPMAGELLAN MIDSTREAM PARTNERS LP
213,173$15.2M2.69%
3
AAPLAPPLE INC
96,074$13.8M2.45%
4
KOCOCA COLA CO COM
299,051$13.5M2.40%
5
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
452,996$12.9M2.28%
6
EPDENTERPRISE PRODS PARTNERS L P
420,367$11.4M2.02%
7
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF
359,549$10.5M1.87%
8
KNOPKNOT OFFSHORE PARTNERS LP
372,966$8.6M1.52%
9
ABBVABBVIE INC COM
111,783$8.1M1.44%
10
HYMBSPDR SERIES TRUST NUVEEN S&P HIGH YLD MUN B ETF
141,935$8.1M1.43%
11
BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INT
122,789$7.8M1.39%
12
PAAPLAINS ALL AMERICAN PIPELINE LP
293,934$7.7M1.37%
13
JNJJOHNSON & JOHNSON COM
58,248$7.7M1.37%
14
IPINTL PAPER CO COM
128,442$7.3M1.29%
15
BABOEING CO COM
36,637$7.2M1.28%
16
JPMJPMORGAN CHASE & CO COM
79,072$7.2M1.28%
17
BBYBEST BUY INC
123,939$7.1M1.27%
18
AMGNAMGEN INC
40,732$7.0M1.24%
19
TAT&T INC COM
184,606$7.0M1.24%
20
CMICUMMINS INC COM
42,898$7.0M1.23%
21
UPSUNITED PARCEL SERVICE INC
62,007$6.9M1.22%
22
IVWISHARES S&P 500 GROWTH ETF
49,898$6.9M1.22%
23
LMTLOCKHEED MARTIN CORP
24,530$6.8M1.21%
24
CLSCOMPUTER ASSOC INTL
194,582$6.7M1.19%
25
DUKDUKE ENERGY CORP NEW COM NEW
80,140$6.7M1.19%
26
PGPROCTER AND GAMBLE CO COM
76,861$6.7M1.19%
27
BACVERIZON COMMUNICATIONS
149,193$6.7M1.18%
28
VLOVALERO ENERGY CORP
98,502$6.6M1.18%
29
EMNEASTMAN CHEMICAL CO
78,593$6.6M1.18%
30
XOMEXXON MOBIL CORP COM
81,824$6.6M1.17%
31
MRKMERCK & CO INC
102,105$6.6M1.17%
32
WECWEC ENERGY GROUP INC COM
104,693$6.4M1.14%
33
MOALTRIA GROUP INC COM
85,440$6.4M1.13%
34
DOW CHEM CO COM
100,885$6.4M1.13%
35
GMGENERAL MOTORS CORP
181,763$6.3M1.13%
36
CSCOCISCO SYS INC
202,338$6.3M1.12%
37
QCOMQUALCOMM INC
111,821$6.2M1.10%
38
AEEAMEREN CORP
111,712$6.1M1.08%
39
ARCCARES CAP CORP COM
372,545$6.1M1.08%
40
PBFPBF ENERGY INC CL A
267,815$6.0M1.06%
41
GMEGAMESTOP CORP
275,091$5.9M1.05%
42
INTCINTEL CORP COM
173,882$5.9M1.04%
43
PEGPUBLIC SVC ENTERPRISE GROUP COM
132,628$5.7M1.01%
44
ADMARCHER DANIELS MIDLAND CO COM
135,538$5.6M0.99%
45
DYHTARGET CORP COM
106,393$5.6M0.99%
46
HFCUSDHOLLYFRONTIER CORP COM
202,202$5.6M0.98%
47
AMLPUSDALPS TRUST ETF ALERIAN MLP
451,943$5.4M0.96%
48
MOSMOSAIC CO
214,400$4.9M0.87%
49
HDHOME DEPOT
30,692$4.7M0.83%
50
AMZNAMAZON.COM INC
4,549$4.4M0.78%
51
SPYSPDR S&P 500 ETF
17,879$4.3M0.77%
52
METAFACEBOOK INC CL A
27,605$4.2M0.74%
53
GUGGENHEIM ENHANCED SHORT DURATION ETF
82,477$4.1M0.74%
54
ONEOK PARTNERS LP
71,135$3.6M0.64%
55
WFCWELLS FARGO CO NEW COM
64,238$3.6M0.63%
56
LAYNE CHRISTENSEN COCOM
375,400$3.3M0.59%
57
SPECTRA ENERGY PARTNERS LP
76,818$3.3M0.58%
58
FDXFEDEX CORP
14,419$3.1M0.56%
59
AMDADVANCED MICRO DEVICES INC COM
237,149$3.0M0.52%
60
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
25,964$2.7M0.49%
61
VVISA INC
27,569$2.6M0.46%
62
IWRISHARES TR RUSSELL MIDCAP INDEX FD
13,439$2.6M0.46%
63
CTLEURCENTURYLINK INC COM
104,964$2.5M0.44%
64
IVVISHARES S&P 500 INDEX
10,142$2.5M0.44%
65
GOOGALPHABET INC CAP STK CL C
2,715$2.5M0.44%
66
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT
119,036$2.4M0.43%
67
VOOVANGUARD S&P 500 ETF
10,635$2.4M0.42%
68
WBAWALGREENS BOOTS ALLIANCE INC COM
29,064$2.3M0.40%
69
LKQ1LKQ CORP COM
68,578$2.3M0.40%
70
SDYSPDR SER TR S&P DIVID ETF
24,834$2.2M0.39%
71
DGDOLLAR GEN CORP
26,482$1.9M0.34%
72
WILLIAMS PARTNERS L P COM UNIT LTD PARTNERSHIP INT
46,130$1.9M0.33%
73
NSUSDNUSTAR ENERGY LP UNIT
38,743$1.8M0.32%
74
ENBRIDGE ENERGY PARTNERS LP
110,291$1.8M0.31%
75
ADBEADOBE SYS INC
11,752$1.7M0.29%
76
CVXCHEVRON CORP NEW COM
15,691$1.6M0.29%
77
CELGCELGENE CORP
12,549$1.6M0.29%
78
MAAMID-AMER APT CMNTYS INC
15,087$1.6M0.28%
79
IGFISHARES TRUST S&P GLOBAL INFRASTRUCTUR
34,668$1.5M0.27%
80
DISDISNEY WALT CO COM DISNEY
14,275$1.5M0.27%
81
AWMSKYWORKS SOLUTIONS INC COM
15,123$1.5M0.26%
82
SCHBSCHWAB ETFS- US BROAD MARKET ETF
24,666$1.4M0.26%
83
IWMISHARES RUSSELL 2000 ETF
10,139$1.4M0.25%
84
HOEGH LNG PARTNERS LP COM UNIT LTD
74,413$1.4M0.25%
85
AFWALIGN TECHNOLOGY INC
9,460$1.4M0.25%
86
BACBANK AMER CORP COM
55,355$1.3M0.24%
87
JAZZJAZZ PHARMACEUTICALSINC
8,635$1.3M0.24%
88
MAMASTERCARD INC
11,031$1.3M0.24%
89
HEWJISHARES CURRENCY HEDGED MSCI JAPAN ETF
43,781$1.3M0.23%
90
XLFFINANCIAL SELECT SECTOR SPDR
52,124$1.3M0.23%
91
VXFVANGUARD EXTENDED MARKET INDEX FUND
12,331$1.3M0.22%
92
DYDYCOM INDS INC COM
13,898$1.2M0.22%
93
THSTREEHOUSE FOODS INC
15,157$1.2M0.22%
94
CTSHCOGNIZANT TECH SOLUTIONS CORP
17,732$1.2M0.21%
95
CVSCVS HEALTH CORP COM
14,527$1.2M0.21%
96
MNSTMONSTER BEVERAGE CORP
22,963$1.1M0.20%
97
SOSOUTHERN CO COM
23,733$1.1M0.20%
98
MSFTMICROSOFT
16,284$1.1M0.20%
99
NCLHNORWEGIAN CRUISE LINE HLDGS LT SHS
20,403$1.1M0.20%
100
NUANEURNUANCE COMMUNICATIONS INC
63,563$1.1M0.20%
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