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Lucas Capital Management

Q4 2017 Holdings

Filed 2018-01-30 | 110 holdings | $946.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Noble Energy Inc(NBL2EUR)Com655044105$37212,7000.0%
Merck & Co Inc(MRK)Com58933Y105$3946,9970.0%
3M Co COM(MMM)Com88579Y101$4031,7120.0%
Anadarko Petroleum Corp(APC3EUR)Com032511107$4067,5600.0%
Ishares Msci Eafe ETF(EFA)Com464287465$4145,8900.0%
Microsoft Corp(MSFT)Com594918104$4194,9000.0%
Alleghany Corp del(YUSD)Com017175100$4297200.0%
DUN & Bradstreet Corp delCom26483E100$4683,9500.0%
Spdr Technology Select Sector ETF(XLK)Com81369Y803$4727,3750.0%
Pembina Pipeline Corp(PBA)Com706327103$53114,6900.1%
EOG Resources Inc(EOG)Com26875P101$5985,5150.1%
Nuveen New Jersey Qult MUN FD(NXJ)Com67069Y102$60444,1110.1%
Consumer Discretionary Select Sector Spdr Fund(XLY)Com81369Y407$6146,2200.1%
Hovnanian Enterprises Inc CL ACom442487203$696207,7790.1%
Ishares Silver Trust(SLV)Com46428Q109$70143,8350.1%
Vanguard Telecommunication Services Index Fund(VOX)Com92204A884$7247,9450.1%
Enterprise Prods Partners LP(EPD)Com293792107$75128,3220.1%
Energy Select Sector Spdr TR(XLE)Com81369Y506$79210,9560.1%
Gartner Inc(IT)Com366651107$8006,5000.1%
Verizon Communications Inc(VZ)Com92343V104$83515,7790.1%
Ishares Core S&P 500 ETF(IVV)Com464287200$8353,1080.1%
Eagle Bancorp Inc MD(EGBN)Com268948106$92015,8980.1%
Financial Select Sector Spdr Fund(XLF)Com81369Y605$94033,6650.1%
Royal Dutch Shell PLC Spon ADR B(R6C2)Com780259107$98714,4600.1%
USA Compression Partners LP(USAC)Com90290N109$1.1K63,8300.1%
Vanguard Small-Cap Index Fund(VB)Com922908751$1.1K7,3790.1%
Industrial Select Sector Spdr Fund(XLI)Com81369Y704$1.2K15,2400.1%
International Business Machs(IBM)Com459200101$1.2K7,8090.1%
Pioneer Natural Resources Co(PXDEUR)Com723787107$1.2K7,1100.1%
Vanguard Ftse Emerging Markets ETF(VWO)Com922042858$1.3K28,3950.1%
Dorchester Minerals LP(DMLP)Com25820R105$1.5K97,2880.2%
Alphabet Inc Cap STK CL A(GOOGL)Com02079K305$1.7K1,5970.2%
Mplx LP(MPLX)Com55336V100$1.8K50,1630.2%
Procter and Gamble Co(PG)Com742718109$1.8K19,5140.2%
Powershares QQQ Trust, Series 1Com73935A104$1.9K12,0520.2%
Wisdomtree Emerging Markets High Dividend Fund(DEM)Com97717W315$1.9K41,3780.2%
Spdr S&P Regional Banking ETF(KRE)Com78464A698$1.9K32,0630.2%
Vanguard Information Technology Index Fund(VGT)Com92204A702$1.9K11,5170.2%
Shell Midstream Partners LPCom822634101$1.9K63,6970.2%
General Electric CoCom369604103$1.9K111,3500.2%
Spdr Gold Shares(GLD)Com78463V107$2.1K16,9270.2%
Western Gas Equity Partners LPCom95825R103$2.1K57,7720.2%
Unilever PLC Spon ADR NewCom904767704$2.3K41,5600.2%
Sabine Royalty Trust(SBR)Com785688102$2.6K58,8400.3%
Exxon Mobil Corp(XOM)Com30231G102$2.8K32,8820.3%
Celgene Corp(CELG)Com151020104$2.8K27,2130.3%
Vanguard Ftse Developed Markets ETF(VEA)Com921943858$3.0K66,1760.3%
Brookfield Infrast Partners LP(BIP)ComG16252101$3.2K70,3850.3%
Amazon COM Inc(AMZN)Com023135106$3.2K2,7080.3%
Ishares Nasdaq Biotechnology Index ETF(IBB)Com464287556$3.2K30,3510.3%
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