Coe Capital Management, LLC 13F Holdings

CIK 0001505896 · DEERFIELD, IL

As of Jun 30, 2021, Coe Capital Management, LLC reported 109 positions worth 06.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity1,322$4.5K4.29%
MASTEC INCMTZIndustrials37,830$4.0K3.78%
ALPHABET INCGOOGEquity1,592$4.0K3.76%
JPMORGAN CHASE & COJPMFinancial Services22,386$3.5K3.28%
ABBOTT LABORATORIESABTHealthcare28,451$3.3K3.11%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—37,831$3.1K2.93%
CME GROUP INCCMEFinancial Services14,441$3.1K2.89%
TARGET CORPDYHConsumer Defensive12,691$3.1K2.89%
APPLE INCAAPLTechnology20,992$2.9K2.71%
WASTE CONNECTIONS INCWCNIndustrials23,013$2.7K2.59%
ABBVIE INCABBVEquity24,071$2.7K2.55%
META PLATFORMS INCMETACommunication Services7,547$2.6K2.47%
UNITEDHEALTH GROUP INCUNHHealthcare6,389$2.6K2.41%
ZILLOW GROUP INCZGCommunication Services20,667$2.5K2.39%
TJX COMPANIES INCTJXConsumer Cyclical35,129$2.4K2.23%
VULCAN MATERIALS COVMCBasic Materials13,037$2.3K2.14%
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGIB—36,160$2.2K2.06%
CROWN CASTLE INCCCIReal Estate10,455$2.0K1.92%
COSTCO WHOLESALE CORPCOSTConsumer Defensive5,084$2.0K1.90%
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB—35,894$2.0K1.85%
BRUNSWICK CORPBCConsumer Cyclical18,582 .9K1.74%
FIDELITY NATIONAL INFORMATION SERVICES INCFISTechnology12,890 .8K1.72%
MERCK & CO INCMRKHealthcare22,087 .7K1.62%
KROGER COKRConsumer Defensive42,570 .6K1.54%
VANGUARD TOTAL STOCK MKT ETFVTI—6,786 .5K1.42%