IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Catamount Wealth Management

Q1 2015 Holdings

Filed 2016-06-22 | 180 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$2.0M24,45584.6%
Boston Scientific Corp COM(BSX)Stock101137107$159.0K8,9736.6%
Conocophillips COM(COP)Stock20825C104$69.0K1,1042.9%
Consolidated Edison Inc COM(ED)Stock209115104$24.0K3951.0%
Facebook Inc CL A(META)Stock30303M102$22.6K274,4370.9%
Spdr S&P 500 Trust(SPY)ETF78462F103$9.2K44,4250.4%
Allergan PLC SHSStockG0177J108$7.1K24,0090.3%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$6.5K45,2500.3%
Powershares QQQ TRETF73935A104$5.8K55,1660.2%
Verizon Communications Inc COM(VZ)Stock92343V104$5.4K111,2760.2%
Visa Inc COM CL A(V)Stock92826C839$4.2K64,8370.2%
Bank Amer Corp COM(BAC)Stock060505104$3.9K252,8890.2%
Palo Alto Networks Inc COM(PANW)Stock697435105$3.8K25,6700.2%
Starbucks Corp COM(SBUX)Stock855244109$3.7K39,5800.2%
Comcast Corp New CL A(CMCSA)Stock20030N101$3.7K65,2100.2%
Apple Inc(AAPL)Stock037833100$3.7K29,4740.2%
AT&T Inc COM(T)Stock00206R102$3.6K109,1930.1%
Celgene Corp COM(CELG)Stock151020104$3.5K29,9510.1%
Mckesson Corp COM(MCK)Stock58155Q103$3.3K14,3850.1%
NXP Semiconductors NV COM(NXPI)StockN6596X109$3.1K31,3000.1%
Illumina Inc COM(ILMN)Stock452327109$3.0K16,4150.1%
Whole Foods MKT Inc COMStock966837106$2.9K56,0100.1%
American Airls Group Inc COM(AAL)Stock02376R102$2.7K50,4660.1%
Union PAC Corp COM(UNP)Stock907818108$2.6K24,1270.1%
Fedex Corp COM(FDX)Stock31428X106$2.5K15,3900.1%
Under Armour Inc CL A(UAA)Stock904311107$1.9K23,6970.1%
Altria Group Inc COM(MO)Stock02209S103$1.8K36,6580.1%
Morgan Stanley(MS)Stock617446448$1.7K48,2270.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$1.4K22,5870.1%
Johnson & Johnson COM(JNJ)Stock478160104$6005,9640.0%
Peoples United Financial Inc COM(PBCTEUR)Stock712704105$58038,1720.0%
International Business Machs COM(IBM)Stock459200101$4032,5080.0%
Lowes COS Inc COM(LOW)Stock548661107$2453,3000.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$2372,7850.0%
Northstar Rlty FIN Corp COMREIT66704R803$1638,9940.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$1533,4120.0%
American Express(AXP)Stock025816109$1361,7410.0%
Spdr DOW Jones Industrial Average ETF(DIA)ETF78467X109$1247000.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$1089700.0%
Procter & Gamble Co COM(PG)Stock742718109$1071,3000.0%
Time Warner IncStock887317303$961,1410.0%
Disney Walt Co COM Disney(DIS)Stock254687106$898450.0%
Proshares Ultrashort 20+ Year Treasury(TBT)ETF74347B201$842,0000.0%
Wells Fargo & Co New COM(WFC)Stock949746101$801,4750.0%
Dominion RES Inc VA New COM(D)Stock25746U109$801,1330.0%
Nike Inc Class B(NKE)Stock654106103$808000.0%
Bristol Myers Squibb Co COM(BMY)Stock110122108$761,1710.0%
Unilever N V N Y SHS New(UNUSD)ADR904784709$761,8200.0%
Ishares U.S. Pharmaceuticals ETF(IHE)ETF464288836$734250.0%
Walgreens Boots Alliance Inc COM(WBA)Stock931427108$728500.0%
Page 1 of 4Next