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Fund Holdings of MAINSTREAM INVESTMENT ADVISERS LLC Filed on 2010-07-20
Link to Original SEC 13F filings sorted on filing date:
2010-07-20 |
2010-04-28 |
2010-01-21 |
2009-10-30 |
2009-07-31 |
2009-04-22 |
2009-01-16 |
2008-10-09 |
2008-07-29 |
2008-04-29 |
1. Fund Information
| Fund Name | MAINSTREAM INVESTMENT ADVISERS LLC |  |
| Fund Manager | |
| 13F Asset Last Qtr | $306,175,000 |
| 13F Asset This Qtr | $285,695,000 |
| Asset Change | -6.69% |
2. Comparison of Holdings by Sectors with Last Quarter
3. Top 20 Holdings (Value) of This Quarter
| No. | Security | Put/Call | Stock | Shares | Value(x$1000) | Activity(Shr) | % Port. |
|---|
| 1.) | OCCIDENTAL PETROLEUM CORP | | OXY | 115,819 | $8,935 | Cut -27.34% | 3.13% |
| 2.) | INTERNATIONAL BUSINESS MACHINES CORP. | | IBM | 68,700 | $8,483 | Cut -0.42% | 2.97% |
| 3.) | SPDR GOLD TRUST GS | | GLD | 64,000 | $7,788 | Added 82.86% | 2.73% |
| 4.) | MCKESSON CORP. | | MCK | 108,260 | $7,271 | Added 853.83% | 2.55% |
| 5.) | YUM! BRANDS, INC. | | YUM | 153,804 | $6,004 | Added 446.30% | 2.10% |
| 6.) | CARTER INC | | CRI | 203,000 | $5,329 | New | 1.87% |
| 7.) | KELLOGG CO | | K | 104,419 | $5,252 | New | 1.84% |
| 8.) | DELTA AIR LINES, INC. (DE) | | DAL | 427,000 | $5,017 | New | 1.76% |
| 9.) | MEDCO HEALTH SOLUTIONS, INC. | | MHS | 85,310 | $4,699 | Added 858.75% | 1.64% |
| 10.) | ABBOTT LABORATORIES | | ABT | 96,783 | $4,527 | Cut -6.78% | 1.58% |
| 11.) | KRAFT FOODS, INC. | | KFT | 156,487 | $4,382 | Added 226.44% | 1.53% |
| 12.) | IPATH S&P 500 VIX SHRT ETN | | VXX | 140,000 | $4,368 | Added 400.00% | 1.53% |
| 13.) | BAIDU, INC. - ADS | | BIDU | 63,000 | $4,289 | New | 1.50% |
| 14.) | BRIGHAM EXPLORATION COMPANY | | BEXP | 266,000 | $4,091 | New | 1.43% |
| 15.) | WATERS CORP. | | WAT | 63,000 | $4,076 | New | 1.43% |
| 16.) | HEALTH MANAGEMENT ASSOCIATES, INC. | | HMA | 490,000 | $3,807 | New | 1.33% |
| 17.) | MEDTRONIC, INC. | | MDT | 104,936 | $3,806 | Added 27.30% | 1.33% |
| 18.) | ULTRA PETROLEUM CORP. | | UPL | 84,000 | $3,717 | New | 1.30% |
| 19.) | ROYAL GOLD INC COM USD0.01 | | RGLD | 77,000 | $3,696 | New | 1.29% |
| 20.) | CUMMINS, INC. | | CMI | 56,000 | $3,647 | New | 1.28% |
4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter
| No. | Security | Put/Call | Stock | Shares NEW | Value(x$1000) | % Port. |
|---|
| 1.) | CARTER INC | | CRI | 203,000 | $5,329 | 1.87% |
| 2.) | KELLOGG CO | | K | 104,419 | $5,252 | 1.84% |
| 3.) | DELTA AIR LINES, INC. (DE) | | DAL | 427,000 | $5,017 | 1.76% |
| 4.) | BAIDU, INC. - ADS | | BIDU | 63,000 | $4,289 | 1.50% |
| 5.) | BRIGHAM EXPLORATION COMPANY | | BEXP | 266,000 | $4,091 | 1.43% |
| 6.) | WATERS CORP. | | WAT | 63,000 | $4,076 | 1.43% |
| 7.) | HEALTH MANAGEMENT ASSOCIATES, INC. | | HMA | 490,000 | $3,807 | 1.33% |
| 8.) | ULTRA PETROLEUM CORP. | | UPL | 84,000 | $3,717 | 1.30% |
| 9.) | ROYAL GOLD INC COM USD0.01 | | RGLD | 77,000 | $3,696 | 1.29% |
| 10.) | CUMMINS, INC. | | CMI | 56,000 | $3,647 | 1.28% |
| 11.) | HMS HOLDINGS CORP | | HMSY | 63,000 | $3,416 | 1.20% |
| 12.) | PACCAR INC. | | PCAR | 70,000 | $2,791 | 0.98% |
| 13.) | WHITING PETROLEUM CORP | | WLL | 35,000 | $2,745 | 0.96% |
| 14.) | HEALTHSOUTH CORP. | | HLS | 126,000 | $2,357 | 0.83% |
| 15.) | GRAFTECH INTERNATIONAL LTD. | | GTI | 161,000 | $2,354 | 0.82% |
| 16.) | UNITED RENTALS, INC. | | URI | 252,000 | $2,349 | 0.82% |
| 17.) | MATTEL, INC. | | MAT | 104,687 | $2,215 | 0.78% |
| 18.) | DENBURY RESOURCES, INC. (DE) | | DNR | 147,000 | $2,152 | 0.75% |
| 19.) | WERNER ENTERPRISES, INC. | | WERN | 91,000 | $1,992 | 0.70% |
| 20.) | REHABCARE GROUP INC. | | RHB | 91,000 | $1,982 | 0.69% |
5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter
| No. | Security | Put/Call | Stock | Shares SOLD | Value(x$1000) | % Port. Last Qtr |
|---|
| 1.) | VISA INC. | | V | 77,000 | $7,009 | 2.29% |
| 2.) | MKT VECT AGRBSHS | | MOO | 154,000 | $6,945 | 2.27% |
| 3.) | UNITED STATES OIL FUND LP UNITS | | USO | 126,000 | $5,077 | 1.66% |
| 4.) | SCHNITZER STEEL INDUSTRIES, INC. | | SCHN | 77,000 | $4,045 | 1.32% |
| 5.) | NEWMONT MINING CORP. (HOLDING CO.) | | NEM | 70,000 | $3,565 | 1.16% |
| 6.) | COOPER INDUSTRIES PLC | | CBE | 63,000 | $3,020 | 0.99% |
| 7.) | ISHARE RUS 2000 GROW | | IWO | 41,200 | $3,017 | 0.99% |
| 8.) | GILEAD SCIENCES, INC. | | GILD | 63,000 | $2,865 | 0.94% |
| 9.) | BARCLAYS BANK PLC IPATH DJ UBS SUGAR TR ETN | | SGG | 56,000 | $2,666 | 0.87% |
| 10.) | WEYERHAEUSER CO. | | WY | 56,000 | $2,535 | 0.83% |
| 11.) | ALCOA, INC. | | AA | 175,000 | $2,492 | 0.81% |
| 12.) | COVIDIEN PLC | | COV | 49,000 | $2,464 | 0.81% |
| 13.) | TYCO INTERNATIONAL LTD. (SWITZERLAND) | | TYC | 63,000 | $2,410 | 0.79% |
| 14.) | BERRY PETROLEUM CO | | BRY | 84,000 | $2,365 | 0.77% |
| 15.) | SNAP-ON, INC. | | SNA | 53,509 | $2,319 | 0.76% |
| 16.) | DAVITA INC. | | DVA | 35,000 | $2,219 | 0.73% |
| 17.) | HESS CORP | | HES | 35,000 | $2,189 | 0.72% |
| 18.) | INTERNATIONAL PAPER CO. | | IP | 84,000 | $2,067 | 0.68% |
| 19.) | IPATH S&P 500 VIX MID TERM ETN | | VXZ | 30,500 | $2,060 | 0.67% |
| 20.) | ROCKWELL AUTOMATION, INC. | | ROK | 35,000 | $1,973 | 0.64% |