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Table
of Contents

Overview
Investment Process
  • Equity Portfolios
  • Balanced Portfolios
  • Mutual Funds
Fee schedule
Vitae
Current
  Commentary
  by Dennis M.
  O'Connor
 •Brae Head Total
  Return
  Performance
Contact Us
Employment
  Opportunities
Tel: (413) 746-3700
     (888) 932-3300
Fax: (413) 746-3419

Copyright © 1998 - 2016
Brae Head, Inc.

Representative Holdings

Equities 03/25/09

  • Abbot Labs
  • Apache Corp.
  • Black & Decker
  • Carlisle Companies
  • Caterpillar Inc.
  • Chevron
  • Diebold
  • Duke Energy
  • Eaton Corp.
  • Emerson Electric
  • Exxon Mobil
  • FPL Group Inc.
  • Freeport McMoran Copper & Gold
  • Genentech
  • General Dynamics
  • Honda Motor
  • Johnson & Johnson
  • J.P. Morgan Chase
  • Lockheed Martin
  • Merck
  • Medtronic
  • National Fuel Gas
  • Pepsico Inc.
  • Pfizer
  • PPG Industries
  • Proctor & Gamble
  • Questar Corp.
  • Raymond James Financial
  • Royal Dutch Petroleum
  • Schering-Plough
  • Transocean Inc.
  • United Technologies
  • Vectren
  • Vulcan Materials
  • WGL Holdings

Funds, trusts and indexes:

  • Northtrack NYSE Arca Tech 100 Index Fund
  • Standard & Poors Depository Receipts
  • Various Exchange Traded Funds

Bonds and Notes:

  • AT&T 6% due 3/15/09
  • Ford Motor Credit 7.375% due 10/28/09
  • United Technologies 4.375% due 5/1/10
  • General Dynamics 4.5% due 8/15/10
  • Walt Disney Co. 5.7% due 7/15/11
  • Abbott Labs 5.6% due 5/15/11
  • Hewlitt Packard 5.25% due 3/1/12
  • Dow Chemical 5.75% due 12/15/12