Capital Investment Services of America, Inc. Diversified Active

CIK: 0000811360 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 7, 2016

Total Value ($000): $524,481 (100.0% shares, 0.0% debt)

Holdings (68)

VCSH VANGUARD SHORT TERM CORPBOND E 5.5%
Value ($000) $28,952 Shares 359,430 Est. Cost $79.13 Unrealized
FLOT iSHARES FLOATING RATE BOND ETF 3.3%
Value ($000) $17,393 Shares 342,729 Est. Cost $50.44 Unrealized
ADBE ADOBE SYSTEMS INC 3.2%
Value ($000) $16,998 Shares 156,602 Est. Cost $70.96 Unrealized +41.4%
ITW ILLINOIS TOOL WORKS INC 3.2%
Value ($000) $16,775 Shares 139,980 Est. Cost $49.85 Unrealized +86.3%
FISV FISERV INC 2.9%
Value ($000) $15,407 Shares 154,890 Est. Cost $24.42 Unrealized +114.7%
ECL ECOLAB INC 2.9%
Value ($000) $15,187 Shares 124,766 Est. Cost $74.06 Unrealized +47.1%
IGSB iSHARES 1-3 YR 2.8%
Value ($000) $14,585 Shares 137,910 Est. Cost $104.60 Unrealized
DHR DANAHER CORP 2.7%
Value ($000) $14,068 Shares 179,463 Est. Cost $25.13 Unrealized +167.7%
BND VANGUARD TOTAL BOND MARKET 2.7%
Value ($000) $14,003 Shares 166,421 Est. Cost $80.76 Unrealized
RMD RESMED INC 2.7%
Value ($000) $13,979 Shares 215,766 Est. Cost $40.32 Unrealized +48.7%
MSFT MICROSOFT CORP 2.6%
Value ($000) $13,624 Shares 236,534 Est. Cost $26.96 Unrealized +86.6%
PTC INC 2.6%
Value ($000) $13,447 Shares 303,475 Est. Cost $38.84 Unrealized
TJX TJX COMPANIES INC 2.5%
Value ($000) $13,336 Shares 178,338 Est. Cost $22.08 Unrealized +55.3%
CERNER CORP 2.4%
Value ($000) $12,832 Shares 207,810 Est. Cost $49.43 Unrealized
SBUX STARBUCKS CORP 2.4%
Value ($000) $12,736 Shares 235,249 Est. Cost $32.41 Unrealized +41.5%
ORCL ORACLE CORP 2.4%
Value ($000) $12,438 Shares 316,651 Est. Cost $34.30 Unrealized +3.3%
LKQ LKQ CORPORATION 2.4%
Value ($000) $12,326 Shares 347,598 Est. Cost $25.10 Unrealized +24.0%
ANSYS INC 2.2%
Value ($000) $11,682 Shares 126,147 Est. Cost $76.01 Unrealized
SYK STRYKER CORP 2.2%
Value ($000) $11,647 Shares 100,050 Est. Cost $57.92 Unrealized +81.1%
IDXX IDEXX LABORATORIES INC 2.2%
Value ($000) $11,489 Shares 101,919 Est. Cost $66.29 Unrealized +59.0%
BB&T CORP 2.1%
Value ($000) $11,210 Shares 297,191 Est. Cost $34.04 Unrealized
UNP UNION PACIFIC CORP 2.1%
Value ($000) $11,121 Shares 114,027 Est. Cost $67.53 Unrealized +12.5%
BCPC BALCHEM CORP 2.1%
Value ($000) $10,984 Shares 141,670 Est. Cost $42.42 Unrealized +48.6%
ROP ROPER TECHNOLOGIES 2.1%
Value ($000) $10,937 Shares 59,938 Est. Cost $152.42 Unrealized +8.2%
PRLB PROTO LABS INC 2.0%
Value ($000) $10,440 Shares 174,257 Est. Cost $62.81 Unrealized -8.4%
CHD CHURCH & DWIGHT COMPAN 1.9%
Value ($000) $10,225 Shares 213,376 Est. Cost $34.85 Unrealized +25.4%
ALPHABET INC CLASS C 1.9%
Value ($000) $10,138 Shares 13,043 Est. Cost $608.43 Unrealized
PAYPAL HOLDINGS INC 1.7%
Value ($000) $9,170 Shares 223,815 Est. Cost $31.13 Unrealized
MUB iSHARES TRUST S&P NATL AMT FRE 1.7%
Value ($000) $9,099 Shares 80,704 Est. Cost $110.71 Unrealized
FAST FASTENAL COMPANY 1.7%
Value ($000) $9,007 Shares 215,588 Est. Cost $8.69 Unrealized -4.2%
QCOM QUALCOMM INC 1.7%
Value ($000) $8,795 Shares 128,400 Est. Cost $46.69 Unrealized +0.5%
FDS FACTSET RESEARCH SYS INC 1.7%
Value ($000) $8,655 Shares 53,396 Est. Cost $95.43 Unrealized +64.0%
TSCO TRACTOR SUPPLY CO 1.6%
Value ($000) $8,488 Shares 126,032 Est. Cost $10.63 Unrealized +35.4%
EBAY EBAY INC 1.6%
Value ($000) $8,401 Shares 255,360 Est. Cost $20.70 Unrealized +29.8%
FLEETCOR TECHNOLOGIES, INC. 1.6%
Value ($000) $8,291 Shares 47,722 Est. Cost $153.88 Unrealized
STERICYCLE INC 1.5%
Value ($000) $8,059 Shares 100,563 Est. Cost $111.14 Unrealized
AOS SMITH A O 1.5%
Value ($000) $7,923 Shares 80,201 Est. Cost $30.22 Unrealized +32.1%
WAB WABTEC 1.4%
Value ($000) $7,553 Shares 92,505 Est. Cost $82.43 Unrealized -15.7%
ALLEGIANT TRAVEL COMPANY 1.3%
Value ($000) $7,015 Shares 53,116 Est. Cost $115.90 Unrealized
PRICELINE GROUP INC 1.3%
Value ($000) $6,842 Shares 4,650 Est. Cost $1471.40 Unrealized
GOOGL ALPHABET INC CLASS A 1.3%
Value ($000) $6,748 Shares 8,392 Est. Cost $31.95 Unrealized +21.5%
FORTIVE CORP 1.2%
Value ($000) $6,498 Shares 127,653 Est. Cost $50.90 Unrealized
PII POLARIS INDUSTRIES INC 1.2%
Value ($000) $6,472 Shares 83,569 Est. Cost $124.09 Unrealized -30.0%
MHK MOHAWK INDUSTRIES INC 1.2%
Value ($000) $6,139 Shares 30,644 Est. Cost $191.38 Unrealized +7.4%
VERIFONE HOLDINGS INC 0.7%
Value ($000) $3,493 Shares 221,925 Est. Cost $31.22 Unrealized
SPDR BARCLAYS CAP ETF SHORT TE 0.6%
Value ($000) $3,298 Shares 107,175 Est. Cost $30.40 Unrealized
AME AMETEK INC NEW 0.5%
Value ($000) $2,756 Shares 57,679 Est. Cost $38.62 Unrealized +15.8%
VTEB VANGUARD MUNI TAX-EXEMPT BOND 0.5%
Value ($000) $2,412 Shares 46,200 Est. Cost $51.47 Unrealized
USB US BANCORP 0.3%
Value ($000) $1,521 Shares 35,460 Est. Cost $22.41 Unrealized +33.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,442 Shares 12,204 Est. Cost $61.80 Unrealized +51.4%
ADP AUTO DATA PROCESSING 0.3%
Value ($000) $1,442 Shares 16,348 Est. Cost $45.09 Unrealized +64.3%
WALGREENS BOOTS ALLIANCE 0.2%
Value ($000) $925 Shares 11,476 Est. Cost $76.18 Unrealized
PG PROCTER & GAMBLE 0.1%
Value ($000) $619 Shares 6,900 Est. Cost $55.00 Unrealized +22.8%
SLB SCHLUMBERGER LTD F 0.1%
Value ($000) $596 Shares 7,575 Est. Cost $53.08 Unrealized +14.3%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $576 Shares 5,300 Est. Cost $56.00 Unrealized +44.8%
EXXON MOBIL CORPORATION 0.1%
Value ($000) $449 Shares 5,141 Est. Cost $87.51 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $419 Shares 7,302 Est. Cost $40.80 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $405 Shares 11,972 Est. Cost $16.49 Unrealized +35.0%
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 0.1%
Value ($000) $405 Shares 2,800 Est. Cost $112.59 Unrealized +29.9%
GENERAL ELECTRIC COMPANY 0.1%
Value ($000) $401 Shares 13,525 Est. Cost $23.75 Unrealized
SUB iSHARES TR S&P MUNI FUND 0.1%
Value ($000) $397 Shares 3,750 Est. Cost $105.87 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.1%
Value ($000) $372 Shares 7,500 Est. Cost $48.40 Unrealized
PRIVATEBANCORP INC 0.1%
Value ($000) $326 Shares 7,100 Est. Cost $21.22 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $245 Shares 2,170 Est. Cost $21.63 Unrealized +12.1%
ABBVIE INC 0.0%
Value ($000) $223 Shares 3,536 Est. Cost $45.36 Unrealized
TORCHMARK CORP 0.0%
Value ($000) $221 Shares 3,455 Est. Cost $61.94 Unrealized
3M COMPANY 0.0%
Value ($000) $220 Shares 1,250 Est. Cost $166.40 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $204 Shares 4,389 Est. Cost $33.21 Unrealized 0.0%