Capital Investment Services of America, Inc. Diversified Active

CIK: 0000811360 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 10, 2019

Total Value ($000): $560,643 (100.0% shares, 0.0% debt)

Holdings (70)

VCSH VANGUARD SHORT TERM CORPBOND E 4.9%
Value ($000) $27,250 Shares 349,631 Est. Cost $79.21 Unrealized
FLOT iSHARES FLOATING RATE BOND ETF 3.9%
Value ($000) $21,673 Shares 430,359 Est. Cost $50.54 Unrealized
MSFT MICROSOFT CORP 3.6%
Value ($000) $20,399 Shares 200,832 Est. Cost $28.04 Unrealized +256.7%
FISV FISERV INC 3.6%
Value ($000) $20,090 Shares 273,369 Est. Cost $47.04 Unrealized +64.3%
DHR DANAHER CORP 3.2%
Value ($000) $17,934 Shares 173,916 Est. Cost $25.64 Unrealized +242.8%
ADBE ADOBE INC 3.1%
Value ($000) $17,573 Shares 77,673 Est. Cost $70.96 Unrealized +240.2%
ECL ECOLAB INC 3.1%
Value ($000) $17,415 Shares 118,189 Est. Cost $74.61 Unrealized +89.6%
RMD RESMED INC 3.1%
Value ($000) $17,376 Shares 152,592 Est. Cost $40.32 Unrealized +148.9%
PAYPAL HOLDINGS INC 3.0%
Value ($000) $16,939 Shares 201,441 Est. Cost $31.73 Unrealized
TJX TJX COMPANIES INC 2.8%
Value ($000) $15,779 Shares 352,687 Est. Cost $34.03 Unrealized +34.8%
PTC INC 2.6%
Value ($000) $14,662 Shares 176,861 Est. Cost $38.84 Unrealized
SBUX STARBUCKS CORP 2.6%
Value ($000) $14,562 Shares 226,114 Est. Cost $33.06 Unrealized +62.3%
SYK STRYKER CORP 2.6%
Value ($000) $14,466 Shares 92,285 Est. Cost $59.19 Unrealized +161.5%
ROP ROPER TECHNOLOGIES 2.6%
Value ($000) $14,432 Shares 54,151 Est. Cost $154.15 Unrealized +75.9%
ITW ILLINOIS TOOL WORKS INC 2.5%
Value ($000) $13,970 Shares 110,270 Est. Cost $50.68 Unrealized +118.0%
ORCL ORACLE CORP 2.4%
Value ($000) $13,686 Shares 303,123 Est. Cost $34.33 Unrealized +25.7%
FLEETCOR TECHNOLOGIES, INC. 2.4%
Value ($000) $13,376 Shares 72,022 Est. Cost $150.26 Unrealized
FORTIVE CORP 2.2%
Value ($000) $12,529 Shares 185,183 Est. Cost $59.40 Unrealized
ALPHABET INC CLASS C 2.2%
Value ($000) $12,496 Shares 12,066 Est. Cost $614.59 Unrealized
UNP UNION PACIFIC CORP 2.1%
Value ($000) $11,994 Shares 86,766 Est. Cost $67.53 Unrealized +87.2%
SS&C TECHNOLOGIES HLDG, INC 2.1%
Value ($000) $11,871 Shares 263,146 Est. Cost $33.65 Unrealized
ANSYS INC 2.1%
Value ($000) $11,801 Shares 82,557 Est. Cost $77.50 Unrealized
CERNER CORP 2.1%
Value ($000) $11,781 Shares 224,663 Est. Cost $50.35 Unrealized
QCOM QUALCOMM INC 2.0%
Value ($000) $11,472 Shares 201,578 Est. Cost $48.08 Unrealized +5.8%
FAST FASTENAL COMPANY 1.9%
Value ($000) $10,874 Shares 207,950 Est. Cost $8.72 Unrealized +29.2%
BB&T CORP 1.9%
Value ($000) $10,701 Shares 247,029 Est. Cost $34.04 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 1.9%
Value ($000) $10,514 Shares 165,631 Est. Cost $67.37 Unrealized -7.0%
FDS FACTSET RESEARCH SYS INC 1.9%
Value ($000) $10,474 Shares 52,337 Est. Cost $95.43 Unrealized +115.3%
RED HAT INC. 1.8%
Value ($000) $9,921 Shares 56,483 Est. Cost $118.78 Unrealized
PRLB PROTO LABS INC 1.7%
Value ($000) $9,399 Shares 83,332 Est. Cost $61.12 Unrealized +101.8%
BCPC BALCHEM CORP 1.7%
Value ($000) $9,352 Shares 119,368 Est. Cost $42.42 Unrealized +104.0%
AOS SMITH A O 1.6%
Value ($000) $8,986 Shares 210,444 Est. Cost $40.87 Unrealized -1.3%
BND VANGUARD TOTAL BOND MARKET 1.6%
Value ($000) $8,889 Shares 112,221 Est. Cost $80.76 Unrealized
BKNG BOOKING HOLDINGS INC. 1.6%
Value ($000) $8,815 Shares 5,118 Est. Cost $1928.35 Unrealized -6.4%
MUB iSHARES TRUST S&P NATL AMT FRE 1.5%
Value ($000) $8,446 Shares 77,454 Est. Cost $110.71 Unrealized
WAB WABTEC 1.5%
Value ($000) $8,372 Shares 119,180 Est. Cost $80.79 Unrealized +3.4%
LKQ LKQ CORPORATION 1.5%
Value ($000) $8,271 Shares 348,535 Est. Cost $25.51 Unrealized -4.3%
TYL TYLER TECHNOLOGIES INC 1.4%
Value ($000) $7,775 Shares 41,844 Est. Cost $197.58 Unrealized 0.0%
EBAY EBAY INC 1.2%
Value ($000) $6,904 Shares 245,965 Est. Cost $21.65 Unrealized +20.9%
ALLEGIANT TRAVEL COMPANY 1.1%
Value ($000) $6,153 Shares 61,393 Est. Cost $126.80 Unrealized
GOOGL ALPHABET INC CLASS A 1.1%
Value ($000) $6,039 Shares 5,779 Est. Cost $31.95 Unrealized +67.9%
PII POLARIS INDUSTRIES INC 0.9%
Value ($000) $4,828 Shares 62,958 Est. Cost $122.68 Unrealized -26.8%
CELGENE CORP 0.8%
Value ($000) $4,498 Shares 70,178 Est. Cost $98.51 Unrealized
STERICYCLE INC 0.7%
Value ($000) $4,014 Shares 109,407 Est. Cost $95.89 Unrealized
VTEB VANGUARD MUNI TAX-EXEMPT BOND 0.6%
Value ($000) $3,099 Shares 60,700 Est. Cost $51.30 Unrealized
AME AMETEK INC NEW 0.5%
Value ($000) $2,921 Shares 43,148 Est. Cost $38.62 Unrealized +77.0%
SPDR SHORT-TERM CORP BOND ETF 0.4%
Value ($000) $2,512 Shares 83,332 Est. Cost $30.40 Unrealized
MHK MOHAWK INDUSTRIES INC 0.4%
Value ($000) $2,154 Shares 18,413 Est. Cost $194.12 Unrealized -31.3%
ADP AUTO DATA PROCESSING 0.3%
Value ($000) $1,703 Shares 12,985 Est. Cost $45.09 Unrealized +168.7%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $1,500 Shares 11,625 Est. Cost $62.82 Unrealized +81.7%
USB US BANCORP 0.3%
Value ($000) $1,418 Shares 31,031 Est. Cost $22.41 Unrealized +70.8%
CHD CHURCH & DWIGHT COMPAN 0.2%
Value ($000) $1,174 Shares 17,850 Est. Cost $34.85 Unrealized +66.8%
PEP PEPSICO INCORPORATED 0.1%
Value ($000) $575 Shares 5,202 Est. Cost $58.45 Unrealized +55.1%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $445 Shares 6,513 Est. Cost $76.18 Unrealized
IDXX IDEXX LABORATORIES INC 0.1%
Value ($000) $432 Shares 2,325 Est. Cost $66.29 Unrealized +209.3%
AAPL APPLE INC 0.1%
Value ($000) $429 Shares 2,719 Est. Cost $26.53 Unrealized +73.5%
SHY iSHARES LEHMAN 1-3 YR TREAS BO 0.1%
Value ($000) $415 Shares 4,961 Est. Cost $83.65 Unrealized
VTIP VANGUARD SHORT-TERM TIPS 0.1%
Value ($000) $359 Shares 7,500 Est. Cost $48.40 Unrealized
CDK GLOBAL INC 0.1%
Value ($000) $302 Shares 6,314 Est. Cost $40.80 Unrealized
SUB iSHARES TR S&P MUNI FUND 0.1%
Value ($000) $290 Shares 2,750 Est. Cost $105.87 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEW CLASS 0.1%
Value ($000) $286 Shares 1,400 Est. Cost $112.59 Unrealized +85.5%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $269 Shares 6,163 Est. Cost $17.89 Unrealized +67.8%
ABBVIE INC 0.0%
Value ($000) $268 Shares 2,903 Est. Cost $45.36 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $242 Shares 3,343 Est. Cost $48.12 Unrealized +29.1%
EXXON MOBIL CORPORATION 0.0%
Value ($000) $239 Shares 3,501 Est. Cost $87.51 Unrealized
MASTERCARD INC 0.0%
Value ($000) $226 Shares 1,200 Est. Cost $175.00 Unrealized
3M COMPANY 0.0%
Value ($000) $219 Shares 1,150 Est. Cost $166.40 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $214 Shares 2,323 Est. Cost $74.75 Unrealized 0.0%
LAM RESEARCH CORP 0.0%
Value ($000) $201 Shares 1,475 Est. Cost $136.27 Unrealized
HGLC HUNT GOLD CORP 0.0%
Value ($000) $0 Shares 10,656 Est. Cost $0.00 Unrealized 0.0%