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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 : 13     View All Holdings Currently Viewing:  Unchanged 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
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 81 - $77.57 $308,000 3,900 0.14% 18,000 0 0    Railroads
   (COST)1 Year Chart         COST Costco Wholesale Corp 86 - $722.22 $231,000 350 0.1% 33,000 0 0    Discount, Variety Stores
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 88 - $354.40 $138,000 270 0.06% 34,000 0 0    Textile - Apparel Clo...
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 89 - $95.27 $112,000 1,130 0.05% 6,000 0 0    Closed - End Fund - E...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 91 - $50.71 $72,000 1,400 0.03% 2,000 0 0    Closed - End Fund - E...
   (INTU)1 Year Chart         INTU Intuit Inc 92 - $615.20 $68,000 109 0.03% 12,000 0 0    Application Software
   (MAA)1 Year Chart         MAA Mid America Apartment Commu... 93 - $130.62 $67,000 495 0.03% 3,000 0 0    REIT - Diversified
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 94 - $76.29 $63,000 812 0.03% 3,000 0 0    Closed - End Fund - E...
   (PG)1 Year Chart         PG Procter & Gamble Co 95 - $163.40 $39,000 266 0.02% 0 0 0    Cleaning Products
   (GOOG)1 Year Chart         GOOG Alphabet Inc 97 - $165.57 $20,000 140 0.01% 2,000 0 0    Search Engines & Info...
   (CSX)1 Year Chart         CSX CSX Corp 96 - $33.20 $20,000 566 0.01% 3,000 0 0    Railroads
   (EGP)1 Year Chart         EGP Eastgroup Properties Inc 99 - $156.86 $14,000 75 0.01% 2,000 0 0    REIT - Diversified
   (JBHT)1 Year Chart         JBHT JB Hunt Transport Services Inc 100 - $163.52 $3,000 15 0% 0 0 0    Trucking

      13 Records Found
  1    
Page 1 of 1
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