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Name: |
TRADITION CAPITAL MANAGEMENT LLC |
City: |
SUMMIT |
State: |
NJ |
Zip: |
07901 |
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Holdings
Found :
15 |
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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 |
|
LNC |
Lincoln National Corp |
39 |
New |
$32.66 |
$3,583,000 |
61,050 |
0.97% |
3,583,000 |
61,050 |
0.028 |
Life & Health Insurance |
|
VRSK |
Verisk Analytics, Inc. |
44 |
New |
$251.58 |
$2,882,000 |
21,673 |
0.78% |
2,882,000 |
21,673 |
0.013 |
Business Services |
|
FSLR |
First Solar, Inc. |
84 |
New |
$276.74 |
$1,165,000 |
22,060 |
0.32% |
1,165,000 |
22,060 |
0 |
Semiconductor - Speci... |
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DXC |
DXC Technology Co |
85 |
New |
$15.63 |
$1,138,000 |
17,702 |
0.31% |
1,138,000 |
17,702 |
0.006 |
N/A |
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WHF |
Whitehorse Finance, Inc. |
94 |
New |
$13.25 |
$943,000 |
66,446 |
0.26% |
943,000 |
66,446 |
0.324 |
N/A |
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VFIA.X |
Vanguard Index Funds |
139 |
New |
$0.00 |
$305,000 |
1,167 |
0.08% |
305,000 |
1,167 |
0.013 |
N/A |
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VB |
Vanguard Small Cap VIPERS |
140 |
New |
$222.59 |
$298,000 |
1,954 |
0.08% |
298,000 |
1,954 |
0 |
Closed - End Fund - E... |
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ACN |
Accenture Plc |
142 |
New |
$300.99 |
$292,000 |
1,660 |
0.08% |
292,000 |
1,660 |
0 |
Management Services |
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MELI |
Mercadolibre Inc |
147 |
New |
$1,693.57 |
$274,000 |
540 |
0.07% |
274,000 |
540 |
0.001 |
Business Services |
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SBUX |
Starbucks Corp |
152 |
New |
$78.87 |
$246,000 |
3,320 |
0.07% |
246,000 |
3,320 |
0 |
Specialty Eateries |
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PAYX |
Paychex Inc |
154 |
New |
$124.23 |
$244,000 |
3,043 |
0.07% |
244,000 |
3,043 |
0.001 |
Staffing & Outsourcin... |
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AMZN |
Amazon.com Inc |
155 |
New |
$180.75 |
$243,000 |
137 |
0.07% |
243,000 |
137 |
0 |
Internet Software & S... |
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PYPL |
Paypal Holdings, Inc. |
156 |
New |
$61.64 |
$235,000 |
2,265 |
0.06% |
235,000 |
2,265 |
0 |
N/A |
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IVV |
iShares Core S&P 500 Etf |
159 |
New |
$532.15 |
$228,000 |
802 |
0.06% |
228,000 |
802 |
0 |
Closed - End Fund - E... |
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CBWTF |
Auxly Cannabis Group Ord Shs |
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New |
$0.00 |
$7,000 |
12,210 |
0% |
7,000 |
12,210 |
0.014 |
N/A |
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