Stanford Investment Group, Inc. current holdings: USA Stocks
Stanford Investment Group, Inc. reported $0.05 billion in share positions in stocks (listed in the US), 198 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are AAPL, P, RY.
- AAPL: Country of operation United States; Class COM; Shares 77,838; Value $8,800,000.
- P: Country of operation United States; Class CL A; Shares 527,164; Value $7,143,000.
- RY: Country of operation —; Class COM; Shares 91,472; Value $5,668,000.
- META: Country of operation United States; Class CL A; Shares 41,365; Value $5,306,000.
Form 13F-HR as filed (SEC CIK 1377633): quarter ended 2016-09-30, filed 2016-11-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 77,838 | $8,800,000 | 18.65% | 2016-09-30 | 2016-11-10 | |
| P PURE STORAGE INC | United States | CL A | 527,164 | $7,143,000 | 15.14% | 2016-09-30 | 2016-11-10 | +859.78% |
| RY ROYAL BK CDA MONTREAL QUE | COM | 91,472 | $5,668,000 | 12.01% | 2016-09-30 | 2016-11-10 | +222.47% | |
| META FACEBOOK INC | United States | CL A | 41,365 | $5,306,000 | 11.25% | 2016-09-30 | 2016-11-10 | +475.96% |
| CSCO CISCO SYS INC | United States | COM | 63,631 | $2,018,000 | 4.28% | 2016-09-30 | 2016-11-10 | +237.14% |
| JNJ JOHNSON & JOHNSON | United States | COM | 13,660 | $1,614,000 | 3.42% | 2016-09-30 | 2016-11-10 | +126.50% |
| ADBE ADOBE SYS INC | United States | COM | 13,130 | $1,425,000 | 3.02% | 2016-09-30 | 2016-11-10 | +114.82% |
| MSFT MICROSOFT CORP | United States | COM | 18,647 | $1,074,000 | 2.28% | 2016-09-30 | 2016-11-10 | +783.61% |
| WFC WELLS FARGO & CO NEW | United States | COM | 20,933 | $927,000 | 1.96% | 2016-09-30 | 2016-11-10 | +81.75% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4,899 | $708,000 | 1.50% | 2016-09-30 | 2016-11-10 | ||
| GOOG ALPHABET INC | United States | CAP STK CL C | 783 | $609,000 | 1.29% | 2016-09-30 | 2016-11-10 | +768.04% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 713 | $573,000 | 1.21% | 2016-09-30 | 2016-11-10 | +748.06% |
| MMM 3M CO | United States | COM | 3,187 | $562,000 | 1.19% | 2016-09-30 | 2016-11-10 | +14.35% |
| ORCL ORACLE CORP | United States | COM | 13,861 | $544,000 | 1.15% | 2016-09-30 | 2016-11-10 | +250.79% |
| PEP PEPSICO INC | United States | COM | 4,590 | $499,000 | 1.06% | 2016-09-30 | 2016-11-10 | +18.31% |
| IBM INTERNATIONAL BUSINESS MACH | United States | COM | 3,126 | $496,000 | 1.05% | 2016-09-30 | 2016-11-10 | +44.86% |
| BOX BOX INC | United States | CL A | 26,607 | $419,000 | 0.89% | 2016-09-30 | 2016-11-10 | +107.80% |
| T AT&T INC | United States | COM | 10,048 | $408,000 | 0.86% | 2016-09-30 | 2016-11-10 | -20.18% |
| DIS DISNEY WALT CO | United States | COM DISNEY | 4,358 | $405,000 | 0.86% | 2016-09-30 | 2016-11-10 | +13.51% |
| V VISA INC | United States | COM CL A | 3,605 | $298,000 | 0.63% | 2016-09-30 | 2016-11-10 | +342.42% |
| TSLA TESLA MTRS INC | United States | COM | 1,355 | $276,000 | 0.59% | 2016-09-30 | 2016-11-10 | +2494.03% |
| ILMN ILLUMINA INC | United States | COM | 1,325 | $241,000 | 0.51% | 2016-09-30 | 2016-11-10 | +53.92% |
| XOMXXXX EXXON MOBIL CORP | COM | 2,458 | $215,000 | 0.46% | 2016-09-30 | 2016-11-10 | ||
| GILD GILEAD SCIENCES INC | United States | COM | 2,719 | $215,000 | 0.46% | 2016-09-30 | 2016-11-10 | +91.20% |
| INTC INTEL CORP | United States | COM | 5,707 | $215,000 | 0.46% | 2016-09-30 | 2016-11-10 | +207.10% |
| JPM JPMORGAN CHASE & CO | United States | COM | 2,917 | $194,000 | 0.41% | 2016-09-30 | 2016-11-10 | +403.05% |
| AMZN AMAZON COM INC | United States | COM | 225 | $188,000 | 0.40% | 2016-09-30 | 2016-11-10 | +489.13% |
| CVX CHEVRON CORP NEW | United States | COM | 1,749 | $180,000 | 0.38% | 2016-09-30 | 2016-11-10 | +98.58% |
| MRK MERCK & CO INC | United States | COM | 2,724 | $170,000 | 0.36% | 2016-09-30 | 2016-11-10 | +150.68% |
| CHGG CHEGG INC | United States | COM | 20,000 | $142,000 | 0.30% | 2016-09-30 | 2016-11-10 | — split 2021-11-02, ratio not on file |
| HPE HEWLETT PACKARD ENTERPRISE | United States | COM | 6,156 | $140,000 | 0.30% | 2016-09-30 | 2016-11-10 | +365.04% |
| SBUX STARBUCKS CORP | United States | COM | 2,568 | $139,000 | 0.29% | 2016-09-30 | 2016-11-10 | +76.27% |
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 1,075 | $135,000 | 0.29% | 2016-09-30 | 2016-11-10 | +204.75% |
| PFE PFIZER INC | United States | COM | 3,873 | $131,000 | 0.28% | 2016-09-30 | 2016-11-10 | -10.63% |
| MCD MCDONALDS CORP | United States | COM | 1,065 | $123,000 | 0.26% | 2016-09-30 | 2016-11-10 | +102.83% |
| KO COCA COLA CO | United States | COM | 2,853 | $121,000 | 0.26% | 2016-09-30 | 2016-11-10 | +105.20% |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 1,047 | $119,000 | 0.25% | 2016-09-30 | 2016-11-10 | +47.67% |
| WMB WILLIAMS COS INC DEL | United States | COM | 3,565 | $110,000 | 0.23% | 2016-09-30 | 2016-11-10 | +123.33% |
| MA MASTERCARD INCORPORATED | United States | CL A | 1,003 | $102,000 | 0.22% | 2016-09-30 | 2016-11-10 | +453.78% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 1,939 | $101,000 | 0.21% | 2016-09-30 | 2016-11-10 | -11.54% |
| HPQ HP INC | United States | COM | 6,156 | $96,000 | 0.20% | 2016-09-30 | 2016-11-10 | +97.88% |
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 1,663 | $90,000 | 0.19% | 2016-09-30 | 2016-11-10 | +16.58% |
| PG PROCTER AND GAMBLE CO | United States | COM | 942 | $85,000 | 0.18% | 2016-09-30 | 2016-11-10 | +65.26% |
| INN SUMMIT HOTEL PPTYS | United States | COM | 5,950 | $78,000 | 0.17% | 2016-09-30 | 2016-11-10 | — split 2020-03-18, ratio not on file |
| UBFO UNITED SECURITY BANCSHARES | United States | COM | 12,114 | $77,000 | 0.16% | 2016-09-30 | 2016-11-10 | |
| CVS CVS HEALTH CORP | United States | COM | 829 | $74,000 | 0.16% | 2016-09-30 | 2016-11-10 | -2.12% |
| PSA PUBLIC STORAGE | United States | COM | 326 | $73,000 | 0.15% | 2016-09-30 | 2016-11-10 | +27.98% |
| CRM SALESFORCE COM INC | United States | COM | 1,023 | $73,000 | 0.15% | 2016-09-30 | 2016-11-10 | +215.87% |
| NTAP NETAPP INC | United States | COM | 1,971 | $71,000 | 0.15% | 2016-09-30 | 2016-11-10 | +483.98% |
| TSCO TRACTOR SUPPLY CO | United States | COM | 1,000 | $67,000 | 0.14% | 2016-09-30 | 2016-11-10 | +133.93% |
| USB US BANCORP DEL | United States | COM NEW | 1,524 | $65,000 | 0.14% | 2016-09-30 | 2016-11-10 | +35.56% |
| AXP AMERICAN EXPRESS CO | United States | COM | 991 | $63,000 | 0.13% | 2016-09-30 | 2016-11-10 | +376.89% |
| MORN MORNINGSTAR INC | United States | COM | 800 | $63,000 | 0.13% | 2016-09-30 | 2016-11-10 | +135.08% |
| PAYX PAYCHEX INC | United States | COM | 1,090 | $63,000 | 0.13% | 2016-09-30 | 2016-11-10 | +71.61% |
| TD TORONTO DOMINION BK ONT | COM NEW | 1,400 | $62,000 | 0.13% | 2016-09-30 | 2016-11-10 | +168.02% | |
| MO ALTRIA GROUP INC | United States | COM | 952 | $60,000 | 0.13% | 2016-09-30 | 2016-11-10 | +8.68% |
| GPRO GOPRO INC | United States | CL A | 3,500 | $58,000 | 0.12% | 2016-09-30 | 2016-11-10 | -92.06% |
| BAX BAXTER INTL INC | United States | COM | 1,191 | $57,000 | 0.12% | 2016-09-30 | 2016-11-10 | -50.67% |
| WM WASTE MGMT INC DEL | United States | COM | 900 | $57,000 | 0.12% | 2016-09-30 | 2016-11-10 | +224.80% |
| EMR EMERSON ELEC CO | United States | COM | 1,000 | $55,000 | 0.12% | 2016-09-30 | 2016-11-10 | +188.46% |
| KMI KINDER MORGAN INC DEL | United States | COM | 2,395 | $55,000 | 0.12% | 2016-09-30 | 2016-11-10 | +31.65% |
| AMGN AMGEN INC | United States | COM | 324 | $54,000 | 0.11% | 2016-09-30 | 2016-11-10 | +153.97% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 371 | $52,000 | 0.11% | 2016-09-30 | 2016-11-10 | +167.81% |
| SCHW SCHWAB CHARLES CORP NEW | United States | COM | 1,625 | $51,000 | 0.11% | 2016-09-30 | 2016-11-10 | +213.91% |
| NKE NIKE INC | United States | CL B | 933 | $49,000 | 0.10% | 2016-09-30 | 2016-11-10 | -31.93% |
| WAT WATERS CORP | United States | COM | 300 | $48,000 | 0.10% | 2016-09-30 | 2016-11-10 | +179.68% |
| BAC BANK AMER CORP | United States | COM | 2,986 | $47,000 | 0.10% | 2016-09-30 | 2016-11-10 | +251.18% |
| ADI ANALOG DEVICES INC | United States | COM | 700 | $45,000 | 0.10% | 2016-09-30 | 2016-11-10 | +517.87% |
| NI NISOURCE INC | United States | COM | 1,866 | $45,000 | 0.10% | 2016-09-30 | 2016-11-10 | +63.09% |
| CNC CENTENE CORP DEL | United States | COM | 656 | $44,000 | 0.09% | 2016-09-30 | 2016-11-10 | — split 2025-07-02, ratio not on file |
| CL COLGATE PALMOLIVE CO | United States | COM | 600 | $44,000 | 0.09% | 2016-09-30 | 2016-11-10 | +16.62% |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 256 | $43,000 | 0.09% | 2016-09-30 | 2016-11-10 | -32.27% |
| ULTA ULTA SALON COSMETCS & FRAG | United States | COM | 179 | $43,000 | 0.09% | 2016-09-30 | 2016-11-10 | +130.23% |
| EW EDWARDS LIFESCIENCES CORP | United States | COM | 356 | $43,000 | 0.09% | 2016-09-30 | 2016-11-10 | +119.16% |
| PM PHILIP MORRIS INTL INC | United States | COM | 445 | $43,000 | 0.09% | 2016-09-30 | 2016-11-10 | +99.44% |
| GPC GENUINE PARTS CO | United States | COM | 421 | $42,000 | 0.09% | 2016-09-30 | 2016-11-10 | +26.38% |
| SYY SYSCO CORP | United States | COM | 850 | $42,000 | 0.09% | 2016-09-30 | 2016-11-10 | +60.15% |
| NFLX NETFLIX INC | United States | COM | 411 | $41,000 | 0.09% | 2016-09-30 | 2016-11-10 | +612.98% |
| ORLY O REILLY AUTOMOTIVE INC NEW | United States | COM | 139 | $39,000 | 0.08% | 2016-09-30 | 2016-11-10 | +361.01% |
| SHW SHERWIN WILLIAMS CO | United States | COM | 134 | $37,000 | 0.08% | 2016-09-30 | 2016-11-10 | +258.32% |
| AYI ACUITY BRANDS INC | United States | COM | 137 | $36,000 | 0.08% | 2016-09-30 | 2016-11-10 | +16.70% |
| DECK DECKERS OUTDOOR CORP | United States | COM | 600 | $36,000 | 0.08% | 2016-09-30 | 2016-11-10 | +682.28% |
| SLF SUN LIFE FINL INC | COM | 1,102 | $36,000 | 0.08% | 2016-09-30 | 2016-11-10 | +142.96% | |
| AMAT APPLIED MATLS INC | United States | COM | 1,146 | $35,000 | 0.07% | 2016-09-30 | 2016-11-10 | +1598.21% |
| MDT MEDTRONIC PLC | Ireland | SHS | 400 | $35,000 | 0.07% | 2016-09-30 | 2016-11-10 | +0.80% |
| ADP AUTOMATIC DATA PROCESSING I | United States | COM | 380 | $34,000 | 0.07% | 2016-09-30 | 2016-11-10 | +196.83% |
| LOW LOWES COS INC | United States | COM | 468 | $34,000 | 0.07% | 2016-09-30 | 2016-11-10 | +159.33% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 211 | $34,000 | 0.07% | 2016-09-30 | 2016-11-10 | +1362.39% |
| SWX SOUTHWEST GAS CORP | United States | COM | 492 | $34,000 | 0.07% | 2016-09-30 | 2016-11-10 | +17.72% |
| CABO CABLE ONE INC | United States | COM | 56 | $33,000 | 0.07% | 2016-09-30 | 2016-11-10 | — split 2025-05-02, ratio not on file |
| NXPI NXP SEMICONDUCTORS N V | COM | 324 | $33,000 | 0.07% | 2016-09-30 | 2016-11-10 | +131.81% | |
| MNST MONSTER BEVERAGE CORP NEW | United States | COM | 222 | $33,000 | 0.07% | 2016-09-30 | 2016-11-10 | — split 2026-07-20, ratio not on file |
| OXY OCCIDENTAL PETE CORP DEL | United States | COM | 451 | $33,000 | 0.07% | 2016-09-30 | 2016-11-10 | — split 2020-03-09, ratio not on file |
| DHR DANAHER CORP DEL | United States | COM | 403 | $32,000 | 0.07% | 2016-09-30 | 2016-11-10 | +225.38% |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 400 | $32,000 | 0.07% | 2016-09-30 | 2016-11-10 | +42.69% |
| WMT WAL-MART STORES INC | United States | COM | 432 | $31,000 | 0.07% | 2016-09-30 | 2016-11-10 | +344.26% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 194 | $31,000 | 0.07% | 2016-09-30 | 2016-11-10 | +468.14% |
| INTU INTUIT | United States | COM | 281 | $31,000 | 0.07% | 2016-09-30 | 2016-11-10 | +143.64% |
| NEE NEXTERA ENERGY INC | United States | COM | 250 | $31,000 | 0.07% | 2016-09-30 | 2016-11-10 | +148.17% |
| D DOMINION RES INC VA NEW | United States | COM | 400 | $30,000 | 0.06% | 2016-09-30 | 2016-11-10 | -18.35% |
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