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  Name: Wunderlich Capital Managemnt
  City: MEMPHIS
  State: TN
  Zip: 38119
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $222,419,000
  Total Value Change : $19,756,000
  Securities Held Change : 9
   
All Securities Held : 101
  New Positions : 10
  Closed Positions : 1
  Increased Positions : 20
  Unchanged Positions : 14
  Decreased Positions : 57

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Holdings Found : 20     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 32 - $144.27 $3,222,000 21,855 1.45% 991,000 158 0.002    Semiconductor- Broad...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 41 - $165.47 $2,387,000 14,891 1.07% 2,174,000 13,372 0.001    Wireless Communications
   (BA)1 Year Chart         BA Boeing Co 46 - $171.46 $2,148,000 8,241 0.97% 570,000 6 0.001    Aerospace/Defense - M...
   (KR)1 Year Chart         KR Kroger Co 48 - $54.77 $2,030,000 44,411 0.91% 1,602,000 34,844 0.006    Grocery Stores
   (COP)1 Year Chart         COP ConocoPhillips 52 - $124.34 $1,725,000 14,864 0.78% 33,000 738 0.001    Integrated Oil & Gas
   (WDAY)1 Year Chart         WDAY Workday, Inc. 53 - $244.96 $1,724,000 6,245 0.78% 424,000 196 0.003    Application Software
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 56 - $233.72 $1,556,000 6,381 0.7% 1,209,000 5,040 0.002    Medical Instruments &...
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 57 - $67.79 $1,498,000 24,327 0.67% 430,000 1,115 0.001    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc 58 - $175.15 $1,377,000 8,110 0.62% 356,000 2,084 0.001    Beverage Soft Drinks...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 59 - $59.52 $1,133,000 23,014 0.51% 249,000 1,379 0.001    Domestic Money Center...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 64 - $113.51 $879,000 7,505 0.4% 194,000 1,455 0.006    Closed - End Fund - E...
   (DE)1 Year Chart         DE Deere & Co 66 - $387.50 $853,000 2,132 0.38% 54,000 15 0.001    Farm & Construction M...
   (FISV)1 Year Chart         FISV Fiserv Inc 68 - $148.86 $763,000 5,741 0.34% 119,000 43 0.001    Business Software & S...
   (AZO)1 Year Chart         AZO Autozone Inc 69 - $2,946.81 $659,000 255 0.3% 47,000 14 0.001    Auto Parts Stores
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 71 - $402.14 $518,000 1,272 0.23% 84,000 25 0    Drug Manufacturers - ...
   (BP)1 Year Chart         BP BP Plc (ADR) 74 - $38.22 $393,000 11,101 0.18% -33,000 100 0    Integrated Oil & Gas
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 76 - $196.31 $381,000 1,898 0.17% 50,000 24 0    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 77 - $41.03 $357,000 8,882 0.16% 21,000 34 0.013    Closed - End Fund - E...
   (AAXJ)1 Year Chart         AAXJ Ishares Msci All Country As... 79 - $68.14 $353,000 5,309 0.16% 18,000 37 0.001    Closed - End Fund - Debt
   (TSCO)1 Year Chart         TSCO Tractor Supply Co 90 - $271.17 $93,000 433 0.04% 43,000 189 0    Specialty Retail, Other

      20 Records Found
  1    
Page 1 of 1
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