MERITAGE PORTFOLIO MANAGEMENT Diversified Active

CIK: 0000881432 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 21, 2015

Total Value ($000): $862,561 (100.0% shares, 0.0% debt)

Holdings (197)

AAPL APPLE COMPUTER INC 2.6%
Value ($000) $22,330 Shares 202,447 Est. Cost $21.12 Unrealized +24.5%
SEB SEABOARD CORP 1.7%
Value ($000) $14,320 Shares 4,651 Est. Cost $2641.01 Unrealized +23.3%
HD HOME DEPOT INC 1.6%
Value ($000) $13,457 Shares 116,518 Est. Cost $68.36 Unrealized +32.3%
XLU UTILITIES SELECT SECTOR SPDR 1.3%
Value ($000) $11,311 Shares 261,288 Est. Cost $41.66 Unrealized
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $11,150 Shares 17,467 Est. Cost $31.95 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $10,931 Shares 117,106 Est. Cost $74.65 Unrealized -2.9%
FOOT LOCKER INC 1.2%
Value ($000) $9,966 Shares 138,470 Est. Cost $56.78 Unrealized
DVY ISHARES DOW JONES SELECT DIVID 1.1%
Value ($000) $9,896 Shares 136,028 Est. Cost $73.09 Unrealized
NOC NORTHROP GRUMMAN 1.1%
Value ($000) $9,746 Shares 58,725 Est. Cost $64.90 Unrealized +118.2%
DR PEPPER SNAPPLE GROUP INC 1.1%
Value ($000) $9,238 Shares 116,857 Est. Cost $70.59 Unrealized
TJX TJX COMPANIES 1.1%
Value ($000) $9,233 Shares 129,279 Est. Cost $24.62 Unrealized +23.2%
NVDA NVIDIA CORP 1.0%
Value ($000) $8,881 Shares 360,294 Est. Cost $0.52 Unrealized +1.4%
MA MASTERCARD INC 1.0%
Value ($000) $8,862 Shares 98,339 Est. Cost $71.14 Unrealized +24.1%
NTCT NETSCOUT SYSTEMS INC 1.0%
Value ($000) $8,832 Shares 249,700 Est. Cost $31.54 Unrealized +20.0%
CBRL CRACKER BARREL OLD COUNTRY STO 1.0%
Value ($000) $8,658 Shares 58,783 Est. Cost $91.72 Unrealized +4.0%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $8,537 Shares 86,941 Est. Cost $70.56 Unrealized +9.8%
ETR ENTERGY CORP 1.0%
Value ($000) $8,508 Shares 130,691 Est. Cost $22.48 Unrealized +0.2%
REYNOLDS AMERICAN INC 0.9%
Value ($000) $8,157 Shares 184,263 Est. Cost $48.21 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.9%
Value ($000) $8,135 Shares 93,425 Est. Cost $80.11 Unrealized 0.0%
GREATBATCH INC. 0.9%
Value ($000) $7,845 Shares 139,039 Est. Cost $42.94 Unrealized
MIDD MIDDLEBY CORP 0.9%
Value ($000) $7,658 Shares 72,803 Est. Cost $89.95 Unrealized +28.1%
FISV FISERV INC 0.9%
Value ($000) $7,447 Shares 85,980 Est. Cost $25.43 Unrealized +70.1%
TORCHMARK CORP 0.8%
Value ($000) $7,292 Shares 129,297 Est. Cost $61.32 Unrealized
DG DOLLAR GENERAL CORP 0.8%
Value ($000) $7,079 Shares 97,720 Est. Cost $63.12 Unrealized +5.8%
ALL ALLSTATE CORP 0.8%
Value ($000) $6,746 Shares 115,837 Est. Cost $38.69 Unrealized +28.6%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $6,651 Shares 32,083 Est. Cost $82.30 Unrealized +87.0%
BCE BCE INC ADR 0.8%
Value ($000) $6,603 Shares 161,225 Est. Cost $22.38 Unrealized -0.3%
LUV SOUTHWEST AIRLINES 0.8%
Value ($000) $6,585 Shares 173,099 Est. Cost $33.98 Unrealized -3.7%
PFE PFIZER INC 0.7%
Value ($000) $6,424 Shares 204,518 Est. Cost $16.82 Unrealized +22.5%
EFX EQUIFAX INC 0.7%
Value ($000) $6,412 Shares 65,978 Est. Cost $54.90 Unrealized +63.9%
T AT & T INC 0.7%
Value ($000) $6,384 Shares 195,944 Est. Cost $11.63 Unrealized +5.5%
RAYTHEON COMPANY 0.7%
Value ($000) $6,377 Shares 58,368 Est. Cost $101.72 Unrealized
CL COLGATE-PALMOLIVE 0.7%
Value ($000) $6,361 Shares 100,234 Est. Cost $44.95 Unrealized +14.1%
AXS AXIS CAPITAL HOLDINGS LTD 0.7%
Value ($000) $6,333 Shares 117,889 Est. Cost $33.59 Unrealized +24.0%
CVS CVS HEALTH CORP 0.7%
Value ($000) $6,302 Shares 65,327 Est. Cost $42.13 Unrealized +84.6%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $6,277 Shares 144,259 Est. Cost $26.67 Unrealized +1.3%
RGA REINSURANCE GROUP OF AMERICA I 0.7%
Value ($000) $6,270 Shares 69,213 Est. Cost $64.13 Unrealized +46.6%
TEVA TEVA PHARMACEUTICAL ADS 0.7%
Value ($000) $6,237 Shares 110,476 Est. Cost $40.12 Unrealized
BIIB BIOGEN INC 0.7%
Value ($000) $6,074 Shares 20,814 Est. Cost $321.44 Unrealized +2.7%
EW EDWARDS LIFESCIENCES 0.7%
Value ($000) $6,066 Shares 42,670 Est. Cost $12.15 Unrealized +98.6%
SNPS SYNOPSYS 0.7%
Value ($000) $6,048 Shares 130,957 Est. Cost $35.82 Unrealized +37.1%
MO ALTRIA GROUP INC 0.7%
Value ($000) $6,008 Shares 110,441 Est. Cost $17.67 Unrealized +52.9%
SANDERSON FARMS 0.7%
Value ($000) $5,903 Shares 86,081 Est. Cost $80.10 Unrealized
VOYA VOYA FINANCIAL INC 0.7%
Value ($000) $5,895 Shares 152,047 Est. Cost $31.83 Unrealized +23.7%
TARO PHARMACEUTICAL IND 0.7%
Value ($000) $5,889 Shares 41,217 Est. Cost $143.50 Unrealized
FFIV F5 NETWORKS INC 0.7%
Value ($000) $5,715 Shares 49,353 Est. Cost $117.71 Unrealized +4.0%
ENERSYS 0.7%
Value ($000) $5,700 Shares 106,380 Est. Cost $60.26 Unrealized
MAGELLAN HEALTH INC 0.7%
Value ($000) $5,676 Shares 102,405 Est. Cost $58.82 Unrealized
ACE LIMITED 0.7%
Value ($000) $5,626 Shares 54,412 Est. Cost $90.95 Unrealized
NATIONAL GRID PLC (ADR) 0.6%
Value ($000) $5,581 Shares 80,150 Est. Cost $64.60 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.6%
Value ($000) $5,545 Shares 72,764 Est. Cost $39.23 Unrealized +35.1%
ASPEN INSURANCE HOLDINGS LTD 0.6%
Value ($000) $5,540 Shares 119,226 Est. Cost $47.21 Unrealized
UVV UNIVERSAL CORP 0.6%
Value ($000) $5,456 Shares 110,065 Est. Cost $44.27 Unrealized +18.6%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $5,439 Shares 39,421 Est. Cost $115.47 Unrealized 0.0%
UNF UNIFIRST CORP 0.6%
Value ($000) $5,395 Shares 50,512 Est. Cost $106.22 Unrealized 0.0%
EG EVEREST RE GROUP LTD 0.6%
Value ($000) $5,378 Shares 31,023 Est. Cost $124.71 Unrealized +16.5%
PM PHILIP MORRIS INTERNATIONAL 0.6%
Value ($000) $5,366 Shares 67,640 Est. Cost $49.01 Unrealized -0.2%
MET METLIFE INC 0.6%
Value ($000) $5,329 Shares 113,009 Est. Cost $24.81 Unrealized +32.6%
OHI OMEGA HEALTHCARE INVESTORS INC 0.6%
Value ($000) $5,325 Shares 151,480 Est. Cost $34.70 Unrealized
MPC MARATHON PETE CORP 0.6%
Value ($000) $5,307 Shares 114,539 Est. Cost $36.62 Unrealized +1.6%
AME AMETEK INC 0.6%
Value ($000) $5,247 Shares 100,299 Est. Cost $39.18 Unrealized +28.3%
AZN ASTRAZENECA PLC SPONSORED ADR 0.6%
Value ($000) $5,226 Shares 164,207 Est. Cost $42.52 Unrealized
COR AMERISOURCEBERGEN CORP 0.6%
Value ($000) $5,219 Shares 54,939 Est. Cost $77.49 Unrealized 0.0%
PPL PPL CORP 0.6%
Value ($000) $5,209 Shares 158,376 Est. Cost $16.91 Unrealized +16.3%
HEWLETT-PACKARD CO 0.6%
Value ($000) $5,162 Shares 201,580 Est. Cost $29.93 Unrealized
CHKP CHECK POINT SOFTWARE TECH 0.6%
Value ($000) $5,160 Shares 65,042 Est. Cost $48.76 Unrealized +63.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.6%
Value ($000) $5,145 Shares 166,839 Est. Cost $34.72 Unrealized -10.3%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.6%
Value ($000) $5,143 Shares 82,137 Est. Cost $44.40 Unrealized +25.3%
KEY KEYCORP 0.6%
Value ($000) $5,094 Shares 391,565 Est. Cost $6.56 Unrealized +42.3%
HMN HORACE MANN EDUCATORS CORP 0.6%
Value ($000) $4,946 Shares 148,892 Est. Cost $23.67 Unrealized +46.4%
F FORD MOTOR 0.6%
Value ($000) $4,937 Shares 363,800 Est. Cost $8.28 Unrealized -1.7%
ADM ARCHER DANIELS MIDLAND 0.6%
Value ($000) $4,914 Shares 118,535 Est. Cost $31.63 Unrealized +6.0%
ICLR ICON PLC 0.6%
Value ($000) $4,913 Shares 69,233 Est. Cost $43.18 Unrealized +74.3%
ROYAL DUTCH PETROLEUM COMPANY 0.6%
Value ($000) $4,876 Shares 102,700 Est. Cost $47.48 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GRP 0.6%
Value ($000) $4,855 Shares 115,151 Est. Cost $22.57 Unrealized +25.8%
RCI ROGERS COMMUNICATIONS CL B ADR 0.6%
Value ($000) $4,827 Shares 140,010 Est. Cost $39.13 Unrealized -12.1%
IWF ISHARES RUSSELL 1000 GROWTH 0.6%
Value ($000) $4,805 Shares 51,672 Est. Cost $75.35 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $4,802 Shares 41,394 Est. Cost $51.21 Unrealized +97.6%
BGC PARTNERS INC 0.6%
Value ($000) $4,794 Shares 583,230 Est. Cost $7.11 Unrealized
MENTOR GRAPHICS 0.6%
Value ($000) $4,779 Shares 194,048 Est. Cost $22.62 Unrealized
KKR & CO. L.P. 0.6%
Value ($000) $4,766 Shares 284,052 Est. Cost $20.97 Unrealized
CYBERONICS INC 0.5%
Value ($000) $4,687 Shares 77,122 Est. Cost $60.77 Unrealized
AYI ACUITY BRANDS INC 0.5%
Value ($000) $4,608 Shares 26,246 Est. Cost $170.36 Unrealized +10.3%
WRB W.R. BERKLEY CORPORATION 0.5%
Value ($000) $4,578 Shares 84,202 Est. Cost $10.69 Unrealized +21.5%
QUALITY SYS INC 0.5%
Value ($000) $4,560 Shares 365,350 Est. Cost $14.03 Unrealized
GLAXOSMITHKLINE PLC SPONSORED 0.5%
Value ($000) $4,517 Shares 117,481 Est. Cost $49.35 Unrealized
ACN ACCENTURE PLC 0.5%
Value ($000) $4,513 Shares 45,925 Est. Cost $83.80 Unrealized 0.0%
HELE HELEN OF TROY CORP LTD 0.5%
Value ($000) $4,449 Shares 49,819 Est. Cost $88.03 Unrealized +1.8%
SHIRE PLC ADR 0.5%
Value ($000) $4,439 Shares 21,631 Est. Cost $212.69 Unrealized
WESTERN REFINING INC. 0.5%
Value ($000) $4,433 Shares 100,475 Est. Cost $44.12 Unrealized
KFY KORN/FERRY INTERNATIONAL 0.5%
Value ($000) $4,394 Shares 132,882 Est. Cost $28.40 Unrealized +3.7%
DHR DANAHER CORP 0.5%
Value ($000) $4,360 Shares 51,170 Est. Cost $25.46 Unrealized +41.4%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,356 Shares 165,957 Est. Cost $20.59 Unrealized -4.9%
KO COCA COLA CO 0.5%
Value ($000) $4,344 Shares 108,269 Est. Cost $27.89 Unrealized +3.4%
WESTAR ENERGY INC 0.5%
Value ($000) $4,326 Shares 112,525 Est. Cost $35.73 Unrealized
AON PLC ADR 0.5%
Value ($000) $4,324 Shares 48,798 Est. Cost $90.14 Unrealized
ZURVY ZURICH INSURANCE GROUP LTD ADR 0.5%
Value ($000) $4,310 Shares 175,506 Est. Cost $27.02 Unrealized
STM STMICROELECTRONICS N V ADR 0.5%
Value ($000) $4,271 Shares 626,290 Est. Cost $9.02 Unrealized
PRICELINE.COM INCORPORATED 0.5%
Value ($000) $4,261 Shares 3,445 Est. Cost $1236.87 Unrealized
MGA MAGNA INTL CL A 0.5%
Value ($000) $4,245 Shares 88,410 Est. Cost $37.71 Unrealized +1.3%
ORI OLD REPUBLIC INTL 0.5%
Value ($000) $4,243 Shares 271,295 Est. Cost $6.83 Unrealized +10.4%
EXELON CORP 6.5% CONV PFD 6/1/ 0.5%
Value ($000) $4,242 Shares 97,180 Est. Cost $51.28 Unrealized
VOX VANGUARD TELECOM SERVICES ETF 0.5%
Value ($000) $4,230 Shares 53,675 Est. Cost $78.81 Unrealized
TESSERA TECHNOLOGIES INC. 0.5%
Value ($000) $4,198 Shares 129,535 Est. Cost $32.41 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.5%
Value ($000) $4,172 Shares 60,410 Est. Cost $43.65 Unrealized +65.2%
TXT TEXTRON 0.5%
Value ($000) $4,154 Shares 110,373 Est. Cost $37.12 Unrealized +10.0%
IWD ISHARES RUSSELL 1000 VALUE 0.5%
Value ($000) $4,150 Shares 44,491 Est. Cost $96.13 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.5%
Value ($000) $4,131 Shares 155,315 Est. Cost $26.14 Unrealized
SANM SANMINA CORP 0.5%
Value ($000) $4,115 Shares 192,562 Est. Cost $22.87 Unrealized -11.8%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $4,051 Shares 58,729 Est. Cost $62.13 Unrealized -5.2%
WEYERHAEUSER 6.375% CONV PFD 7 0.5%
Value ($000) $4,039 Shares 84,650 Est. Cost $53.52 Unrealized
TOTAL SA 0.5%
Value ($000) $4,023 Shares 89,985 Est. Cost $49.17 Unrealized
SEAGATE TECHNOLOGY 0.5%
Value ($000) $4,022 Shares 89,795 Est. Cost $47.50 Unrealized
ROYAL DUTCH SHELL PLC-ADR A 0.5%
Value ($000) $4,008 Shares 84,570 Est. Cost $62.55 Unrealized
EPD ENTERPRISE PRODS PARTNERS L.P. 0.5%
Value ($000) $4,002 Shares 160,745 Est. Cost $24.90 Unrealized
COHERENT INC 0.5%
Value ($000) $3,986 Shares 72,878 Est. Cost $63.15 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL 0.5%
Value ($000) $3,963 Shares 13,919 Est. Cost $316.01 Unrealized 0.0%
DLX DELUXE CORP 0.5%
Value ($000) $3,956 Shares 70,972 Est. Cost $25.10 Unrealized +59.0%
HEALTH NET INC 0.5%
Value ($000) $3,893 Shares 64,650 Est. Cost $60.49 Unrealized
SNA SNAP-ON INC 0.5%
Value ($000) $3,892 Shares 25,788 Est. Cost $102.33 Unrealized +22.8%
CELGENE CORP 0.4%
Value ($000) $3,877 Shares 35,843 Est. Cost $111.81 Unrealized
BROCADE COMMUNCATIONS SYS 0.4%
Value ($000) $3,876 Shares 373,437 Est. Cost $11.85 Unrealized
LEXINGTON REALTY TRUST 0.4%
Value ($000) $3,823 Shares 472,050 Est. Cost $10.88 Unrealized
IXP ISHARES S&P GLOBAL TELECOMMUNI 0.4%
Value ($000) $3,806 Shares 67,108 Est. Cost $61.25 Unrealized
WNS HOLDINGS LIMITED ADR 0.4%
Value ($000) $3,774 Shares 135,024 Est. Cost $22.51 Unrealized
MAT MATTEL INC 0.4%
Value ($000) $3,742 Shares 177,685 Est. Cost $26.33 Unrealized -11.1%
PTC PTC INC. 0.4%
Value ($000) $3,738 Shares 117,754 Est. Cost $31.12 Unrealized +15.0%
CAMBREX CORPORATION 0.4%
Value ($000) $3,704 Shares 93,349 Est. Cost $39.68 Unrealized
AMGN AMGEN 0.4%
Value ($000) $3,571 Shares 25,817 Est. Cost $85.59 Unrealized +35.8%
WDS WOODSIDE PETROLEUM LTD ADR 0.4%
Value ($000) $3,543 Shares 173,815 Est. Cost $25.81 Unrealized
BP B P PLC-SPON ADR 0.4%
Value ($000) $3,541 Shares 115,871 Est. Cost $41.43 Unrealized
ALCOA INC 5.375% CONV PFD 10/1 0.4%
Value ($000) $3,510 Shares 105,095 Est. Cost $46.65 Unrealized
WLK WESTLAKE CHEMICAL CORP 0.4%
Value ($000) $3,441 Shares 66,321 Est. Cost $61.63 Unrealized -18.9%
TELSTRA CORP ADR 0.4%
Value ($000) $3,436 Shares 174,840 Est. Cost $22.24 Unrealized
GRMN GARMIN LTD ADR 0.4%
Value ($000) $3,387 Shares 94,410 Est. Cost $25.40 Unrealized +15.8%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $3,367 Shares 23,227 Est. Cost $101.47 Unrealized -6.0%
LVS LAS VEGAS SANDS CORP 0.4%
Value ($000) $3,334 Shares 87,790 Est. Cost $39.49 Unrealized -4.4%
BLX BANCO LATINOAMERICANO DE EXPOR 0.4%
Value ($000) $3,289 Shares 142,063 Est. Cost $16.28 Unrealized -11.3%
HSBC HSBC HOLDINGS PLC 0.4%
Value ($000) $3,284 Shares 86,705 Est. Cost $42.59 Unrealized
CVX CHEVRON CORP 0.4%
Value ($000) $3,257 Shares 41,291 Est. Cost $71.29 Unrealized -24.5%
MPT MEDICAL PROPERTIES TRUST INC. 0.4%
Value ($000) $3,164 Shares 286,030 Est. Cost $12.45 Unrealized
AETNA INC 0.4%
Value ($000) $3,162 Shares 28,905 Est. Cost $64.16 Unrealized
ENBRIDGE ENERGY PARTNERS LP 0.4%
Value ($000) $3,103 Shares 125,510 Est. Cost $30.21 Unrealized
SPKKY SPARK NEW ZEALAND SPONSORED AD 0.4%
Value ($000) $3,024 Shares 317,605 Est. Cost $11.60 Unrealized
WADDELL & REED FINANCIAL INC 0.3%
Value ($000) $2,975 Shares 85,580 Est. Cost $46.93 Unrealized
STAG STAG INDUSTRIAL INC 0.3%
Value ($000) $2,947 Shares 161,840 Est. Cost $19.73 Unrealized
CIGNA CORP 0.3%
Value ($000) $2,929 Shares 21,690 Est. Cost $73.10 Unrealized
WILLIAMS PARTNERS L.P. 0.3%
Value ($000) $2,898 Shares 90,792 Est. Cost $49.03 Unrealized
FIDELITY & GUARANTY LIFE 0.3%
Value ($000) $2,875 Shares 117,173 Est. Cost $23.62 Unrealized
SPY S & P 500 DEPOSITARY RECEIPT 0.3%
Value ($000) $2,776 Shares 14,489 Est. Cost $181.48 Unrealized
CARLYLE GROUP LP 0.3%
Value ($000) $2,756 Shares 164,095 Est. Cost $16.80 Unrealized
CENTURYLINK 0.3%
Value ($000) $2,732 Shares 108,748 Est. Cost $35.36 Unrealized
EPR EPR PROPERTIES 0.3%
Value ($000) $2,565 Shares 49,747 Est. Cost $53.62 Unrealized
BKE BUCKLE INC 0.3%
Value ($000) $2,527 Shares 68,340 Est. Cost $16.98 Unrealized -14.9%
SLRC SOLAR CAPITAL LTD 0.2%
Value ($000) $2,099 Shares 132,680 Est. Cost $7.16 Unrealized -7.1%
XLE ENERGY SELECT SECTOR SPDR 0.2%
Value ($000) $1,983 Shares 32,410 Est. Cost $61.18 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.2%
Value ($000) $1,916 Shares 63,030 Est. Cost $34.94 Unrealized
UMBF UMB FINL CORP 0.2%
Value ($000) $1,864 Shares 36,686 Est. Cost $50.96 Unrealized +3.5%
VNQ VANGUARD REIT ETF 0.2%
Value ($000) $1,433 Shares 18,970 Est. Cost $75.54 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,337 Shares 18,525 Est. Cost $71.19 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,288 Shares 9,833 Est. Cost $81.44 Unrealized +51.4%
INTC INTEL CORP 0.1%
Value ($000) $1,223 Shares 40,578 Est. Cost $18.80 Unrealized +20.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,152 Shares 15,495 Est. Cost $52.46 Unrealized -6.4%
DST SYSTEMS INC. 0.1%
Value ($000) $1,032 Shares 9,818 Est. Cost $96.09 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $865 Shares 11,662 Est. Cost $70.61 Unrealized -6.2%
WMT WAL-MART STORES INC 0.1%
Value ($000) $853 Shares 13,150 Est. Cost $20.76 Unrealized -8.9%
USB US BANCORP 0.1%
Value ($000) $715 Shares 17,427 Est. Cost $22.59 Unrealized +32.0%
GENERAL ELECTRIC 0.1%
Value ($000) $707 Shares 28,005 Est. Cost $23.99 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.1%
Value ($000) $703 Shares 8,365 Est. Cost $92.52 Unrealized
KANSAS CITY SOUTHERN 0.1%
Value ($000) $636 Shares 7,000 Est. Cost $107.57 Unrealized
FIRST EAGLE FDS INC GLOBAL FD 0.1%
Value ($000) $603 Shares 12,136 Est. Cost $50.94 Unrealized
PEP PEPSICO 0.1%
Value ($000) $524 Shares 5,559 Est. Cost $60.09 Unrealized +15.7%
IJR ISHARES S&P SMALLCAP 600 0.1%
Value ($000) $516 Shares 4,840 Est. Cost $91.00 Unrealized
SWTSX SCHWAB TOTAL STOCK MARKET INDE 0.1%
Value ($000) $507 Shares 14,522 Est. Cost $29.65 Unrealized
MSFT MICROSOFT CORP 0.1%
Value ($000) $485 Shares 10,950 Est. Cost $32.93 Unrealized +18.2%
SSO PROSHARES ULTRA S&P 500 0.1%
Value ($000) $445 Shares 8,000 Est. Cost $90.13 Unrealized
NSRGY NESTLE S.A. ADR 0.1%
Value ($000) $441 Shares 5,858 Est. Cost $67.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $429 Shares 3,285 Est. Cost $118.54 Unrealized +15.6%
LLY LILLY (ELI) 0.0%
Value ($000) $419 Shares 5,002 Est. Cost $42.63 Unrealized +65.3%
CERNER CORP 0.0%
Value ($000) $411 Shares 6,857 Est. Cost $67.44 Unrealized
MCD MCDONALDS 0.0%
Value ($000) $394 Shares 4,000 Est. Cost $71.80 Unrealized +4.9%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.0%
Value ($000) $390 Shares 2 Est. Cost $206031.66 Unrealized 0.0%
DUPONT (EI) DE NEMOURS 0.0%
Value ($000) $384 Shares 7,950 Est. Cost $53.83 Unrealized
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $346 Shares 4,802 Est. Cost $58.79 Unrealized -4.2%
AMZN AMAZON INC 0.0%
Value ($000) $337 Shares 657 Est. Cost $18.73 Unrealized +35.0%
PIONEER NAT RES CO 0.0%
Value ($000) $310 Shares 2,545 Est. Cost $144.79 Unrealized
BROOKFIELD ASSET MANAGEMENT IN 0.0%
Value ($000) $283 Shares 9,000 Est. Cost $35.63 Unrealized
IWM ISHARES RUSSELL 2000 0.0%
Value ($000) $260 Shares 2,380 Est. Cost $98.17 Unrealized
WFC WELLS FARGO COMPANY 0.0%
Value ($000) $239 Shares 4,658 Est. Cost $29.97 Unrealized +37.1%
NORDSTROM INC 0.0%
Value ($000) $233 Shares 3,256 Est. Cost $71.56 Unrealized
EQR EQUITY RESIDENT PPTYS SH BEN I 0.0%
Value ($000) $225 Shares 3,000 Est. Cost $39.89 Unrealized +8.5%
RYVFX ROYCE FD VALU FD SVC CL 0.0%
Value ($000) $215 Shares 20,336 Est. Cost $10.57 Unrealized
GOOG ALPHABET INC CL C 0.0%
Value ($000) $214 Shares 351 Est. Cost $30.50 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE 0.0%
Value ($000) $207 Shares 2,302 Est. Cost $86.49 Unrealized
PROTEON THERAPEUTICS INC 0.0%
Value ($000) $199 Shares 14,289 Est. Cost $17.85 Unrealized
TITAN MEDICAL INC. 0.0%
Value ($000) $36 Shares 34,500 Est. Cost $1.62 Unrealized
BUKS BUTLER NATL CORP 0.0%
Value ($000) $14 Shares 70,000 Est. Cost $0.17 Unrealized +25.5%