IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Winfield Associates, Inc.

Q2 2017 Holdings

Filed 2017-07-27 | 1082 holdings | $2.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
United Technologies Corp COM(UTXZ)Stock913017109$1261,0290.0%
Ishares Ibonds SEP 2018 Term Muni Bond ETFETF46429B580$1275,0000.0%
Halliburton Co COM(HAL)Stock406216101$1333,1070.0%
Kraft Heinz Co COM(KHC)Stock500754106$1341,5710.0%
Phillips 66 COM(PSX)Stock718546104$1361,6500.0%
Chevron Corp New COM(CVX)Stock166764100$1361,3010.0%
General Electric Co COMStock369604103$1535,6540.0%
Intel Corp COM(INTC)Stock458140100$1564,6510.0%
Western Alliance Bancorp COM(WAL)Stock957638109$1683,4200.0%
Mcdonalds Corp COM(MCD)Stock580135101$1691,1090.0%
Spdr Nuveen S&P High Yield Municipal Bond ETF(HYMB)ETF78464A284$1713,0000.0%
Coca Cola Co COM(KO)Stock191216100$1733,8650.0%
Myers Inds Inc COM(MYE)Stock628464109$18010,0000.0%
Lowes COS Inc COM(LOW)Stock548661107$1932,4750.0%
Procter and Gamble Co COM(PG)Stock742718109$1972,2600.0%
Vanguard Mid-Cap Index Fund(VO)ETF922908629$2101,4710.0%
Powershares Senior Loan PortfolioETF73936Q769$2159,3000.0%
Ishares U.S. Real Estate ETF(IYR)ETF464287739$2172,7150.0%
New SR Invt Group Inc COMREIT648691103$22021,8760.0%
Real Estate Select Sector Spdr Fund(XLRE)ETF81369Y860$2206,8240.0%
Gallagher Arthur J & Co COM(AJG)Stock363576109$2203,8510.0%
Bank Amer Corp COM(BAC)Stock060505104$2229,1650.0%
Kimberly Clark Corp COM(KMB)Stock494368103$2261,7500.0%
Ishares Ibonds SEP 2017 Term Muni Bond ETFETF464289271$2288,3760.0%
RPM Intl Inc COM(RPM)Stock749685103$2414,4100.0%
JPMorgan Chase & Co COM(JPM)Stock46625H100$2442,6750.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$2541,0450.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$2565,9270.0%
Progressive Corp Ohio COM(PGR)Stock743315103$2565,8100.0%
Wells Fargo Co New COM(WFC)Stock949746101$2714,8800.0%
JPMorgan Alerian MLP Index ETN(AMJEUR)ETF46625H365$2829,5000.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$2902,0600.0%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$2913,1440.0%
Acacia Communications Inc COM(ACIA)Stock00401C108$2957,1050.0%
Bluebird BIO Inc COMStock09609G100$2962,8220.0%
Nike Inc CL B(NKE)Stock654106103$3005,0820.0%
CVS Health Corp COM(CVS)Stock126650100$3083,8200.0%
Ishares Short Treasury Bond ETF(SHV)ETF464288679$3192,8950.0%
Ishares Msci Europe Financial Sector Index Fund(EUFN)ETF464289180$32314,7100.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$3256,0320.0%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$3252,7000.0%
Verizon Communications Inc COM(VZ)Stock92343V104$3287,3440.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$3574,2250.0%
ABB LTD Sponsored ADR(ABJA)ADR000375204$36814,7650.0%
Keycorp New COM(KEY)Stock493267108$36819,6620.0%
Spdr S&P Metals and Mining ETF(XME)ETF78464A755$37012,3400.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$3803,0750.0%
Palo Alto Networks Inc COM(PANW)Stock697435105$3802,8350.0%
Ishares National Muni Bond ETF(MUB)ETF464288414$3883,5250.0%
Sysco Corp COM(SYY)Stock871829107$3937,8000.0%
PreviousPage 16 of 18Next