Asio Capital, LLC 13F Holdings

Holdings from the most recent 13F from Asio Capital, LLC

Filed: 2020-02-14 (Q4 2019) | Holdings: 188 | Value: $191.9M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
ATO - ATMOS ENERGY CORP COM
New Purchase
29.15%
$55.9M
+76.10%
-20.79%
-22.74%
GSST - GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
New Purchase
2.94%
$5.6M
+21.47%
-0.49%
+1.22%
VCSH - VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
New Purchase
2.33%
$4.5M
+17.06%
+0.33%
+4.15%
CVS - CVS HEALTH CORP COM
New Purchase
2.00%
$3.8M
+58.77%
-10.49%
+2.22%
MSFT - MICROSOFT CORP COM
New Purchase
1.97%
$3.8M
+134.70%
-1.05%
+32.69%
JPM - JPMORGAN CHASE & CO COM
New Purchase
1.94%
$3.7M
+158.57%
-36.80%
+9.23%
UNH - UNITEDHEALTH GROUP INC COM
New Purchase
1.79%
$3.4M
+42.57%
-2.49%
+10.11%
AVGO - BROADCOM INC COM
New Purchase
1.78%
$3.4M
+1484.25%
-15.92%
+62.37%
AAPL - APPLE INC COM
New Purchase
1.76%
$3.4M
+284.45%
-2.16%
+70.25%
ATCO - SEASPAN CORP SHS
New Purchase
1.71%
$3.3M
-46.90%
+15.17%
JNJ - JOHNSON & JOHNSON COM
New Purchase
1.65%
$3.2M
+75.16%
+0.62%
+12.69%
GOOG - ALPHABET INC CAP STK CL C
New Purchase
1.63%
$3.1M
+414.78%
-9.36%
+40.06%
VBR - VANGUARD SMALL-CAP VALUE INDEX FUND
New Purchase
1.59%
$3.1M
+92.51%
-32.14%
+17.72%
BAC - BANK AMER CORP COM
New Purchase
1.47%
$2.8M
+69.40%
-37.94%
+1.21%
V - VISA INC COM CL A
New Purchase
1.43%
$2.7M
+61.00%
-12.48%
-0.38%
C - CITIGROUP INC COM NEW
New Purchase
1.36%
$2.6M
+99.78%
-46.11%
-14.98%
MDT - MEDTRONIC PLC SHS
New Purchase
1.36%
$2.6M
-21.79%
-17.29%
+7.25%
PG - PROCTER & GAMBLE CO COM
New Purchase
1.30%
$2.5M
+33.45%
-8.31%
+4.18%
NVDA - NVIDIA CORP COM
New Purchase
1.21%
$2.3M
+2986.81%
+18.97%
+115.03%
COF - CAPITAL ONE FINL CORP COM
New Purchase
1.21%
$2.3M
+99.64%
-42.80%
+18.82%
LMT - LOCKHEED MARTIN CORP COM
New Purchase
1.19%
$2.3M
+38.66%
-17.01%
-21.37%
WMT - WALMART INC COM
New Purchase
1.11%
$2.1M
+252.97%
+7.25%
+25.00%
LH - LABORATORY CORP AMER HLDGS COM NEW
New Purchase
1.08%
$2.1M
+60.78%
-13.61%
+21.96%
META - FACEBOOK INC CL A
New Purchase
1.07%
$2.0M
+182.63%
-1.25%
+28.29%
MDLZ - MONDELEZ INTL INC CL A
New Purchase
1.04%
$2.0M
+21.87%
-14.76%
-4.79%
KEY - KEYCORP NEW COM
New Purchase
1.04%
$2.0M
+46.81%
-49.99%
+6.15%
RDS.B - ROYAL DUTCH SHELL PLC SPON ADR B
New Purchase
1.01%
$1.9M
BABA - ALIBABA GROUP HLDG LTD SPONSORED ADS
New Purchase
1.01%
$1.9M
-33.90%
-6.80%
+23.86%
CSCO - CISCO SYS INC COM
New Purchase
1.00%
$1.9M
+153.62%
-4.55%
+2.83%
ULTA - ULTA BEAUTY INC COM
New Purchase
0.99%
$1.9M
+73.28%
-32.16%
+10.94%
OZK - BANK OZK COM
New Purchase
0.99%
$1.9M
+115.01%
-28.34%
+51.00%
RTN - RAYTHEON CO COM NEW
New Purchase
0.98%
$1.9M
PEP - PEPSICO INC COM
New Purchase
0.98%
$1.9M
+23.04%
-6.96%
-5.99%
PFE - PFIZER INC COM
New Purchase
0.98%
$1.9M
+1.31%
+4.34%
+4.35%
OXY - OCCIDENTAL PETE CORP COM
New Purchase
0.94%
$1.8M
+45.92%
-65.77%
-34.33%
TTWO - TAKE-TWO INTERACTIVE SOFTWARE COM
New Purchase
0.93%
$1.8M
+95.58%
+17.04%
+72.90%
BSCL - INVESCO BULLETSHARES 2021 CORPORATE BOND ETF
New Purchase
0.91%
$1.7M
+0.78%
+1.69%
INTC - INTEL CORP COM
New Purchase
0.89%
$1.7M
+119.05%
-12.08%
-3.85%
ABB - ABB LTD SPONSORED ADR
New Purchase
0.87%
$1.7M
+429.29%
-24.80%
+26.63%
4502 - TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
New Purchase
0.85%
$1.6M
+5.66%
-1.73%
-5.44%
TPR - TAPESTRY INC COM
New Purchase
0.83%
$1.6M
+433.89%
-56.97%
+37.77%
SCCO - SOUTHERN COPPER CORP COM
New Purchase
0.81%
$1.6M
+566.46%
-12.86%
+99.11%
SMG - SCOTTS MIRACLE GRO CO CL A
New Purchase
0.81%
$1.6M
-37.76%
+15.69%
+110.70%
GS - GOLDMAN SACHS GROUP INC COM
New Purchase
0.79%
$1.5M
+363.07%
-26.90%
+35.06%
ROCK - GIBRALTAR INDS INC COM
New Purchase
0.78%
$1.5M
-28.89%
-28.92%
+74.37%
CVX - CHEVRON CORP NEW COM
New Purchase
0.72%
$1.4M
+121.08%
-18.20%
-9.50%
UPS - UNITED PARCEL SERVICE INC CL B
New Purchase
0.70%
$1.3M
+21.56%
-13.23%
+57.74%
MRK - MERCK & CO INC COM
New Purchase
0.70%
$1.3M
+71.54%
-2.95%
-7.57%
FDX - FEDEX CORP COM
New Purchase
0.70%
$1.3M
+166.84%
-32.17%
+66.82%
NVS - NOVARTIS A G SPONSORED ADR
New Purchase
0.68%
$1.3M
+87.25%
-11.31%
-3.45%