CONGRESS ASSET MANAGEMENT CO /MA Diversified Active

CIK: 0000897378 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $3,995,124 (100.0% shares, 0.0% debt)

Holdings (242)

FMC FMC Corp 2.5%
Value ($000) $99,074 Shares 1,294,070 Est. Cost $44.93 Unrealized +12.5%
SCHW Schwab (Charles) Corp 2.4%
Value ($000) $95,517 Shares 3,494,946 Est. Cost $16.76 Unrealized +35.4%
United Technologies 2.3%
Value ($000) $90,766 Shares 776,842 Est. Cost $96.11 Unrealized
Monsanto Co 2.2%
Value ($000) $88,389 Shares 776,910 Est. Cost $100.91 Unrealized
EOG EOG Res Inc 2.1%
Value ($000) $83,820 Shares 427,284 Est. Cost $58.98 Unrealized +9.9%
DIS Disney Walt Productions 2.0%
Value ($000) $80,983 Shares 1,011,398 Est. Cost $58.19 Unrealized +19.8%
AAPL Apple Inc 1.9%
Value ($000) $76,371 Shares 142,286 Est. Cost $13.16 Unrealized +26.0%
HD Home Depot Inc 1.9%
Value ($000) $75,786 Shares 957,743 Est. Cost $57.25 Unrealized +5.2%
ADBE Adobe Systems Inc 1.9%
Value ($000) $74,159 Shares 1,128,064 Est. Cost $44.30 Unrealized +44.8%
BF/B Brown Forman Corp - Cl B 1.9%
Value ($000) $74,096 Shares 826,132 Est. Cost $26.75 Unrealized 0.0%
QCOM Qualcomm Inc Com 1.8%
Value ($000) $73,884 Shares 936,895 Est. Cost $45.06 Unrealized +19.9%
JNJ Johnson Johnson 1.8%
Value ($000) $73,584 Shares 749,103 Est. Cost $59.66 Unrealized +11.7%
META Facebook Inc 1.8%
Value ($000) $73,169 Shares 1,214,622 Est. Cost $36.96 Unrealized +70.3%
PRGO Perrigo Co Ltd 1.8%
Value ($000) $73,081 Shares 472,526 Est. Cost $144.14 Unrealized +9.5%
EMR Emerson Electric Co 1.8%
Value ($000) $73,010 Shares 1,092,960 Est. Cost $47.60 Unrealized +0.4%
CMG Chipotle Mexican Grill Inc 1.8%
Value ($000) $72,671 Shares 127,930 Est. Cost $7.17 Unrealized +53.7%
Praxair Inc Com 1.8%
Value ($000) $71,412 Shares 545,254 Est. Cost $115.16 Unrealized
CL Colgate Palmolive Co 1.8%
Value ($000) $70,103 Shares 1,080,677 Est. Cost $44.38 Unrealized +7.9%
AXP American Express Co 1.7%
Value ($000) $69,761 Shares 774,863 Est. Cost $59.62 Unrealized +26.6%
COR Amerisourcebergen Corp 1.7%
Value ($000) $69,571 Shares 1,060,698 Est. Cost $38.92 Unrealized +26.6%
UNH UnitedHealth Group Inc 1.7%
Value ($000) $67,639 Shares 824,965 Est. Cost $58.25 Unrealized +6.7%
Precision Castparts Corp 1.7%
Value ($000) $66,766 Shares 264,146 Est. Cost $226.01 Unrealized
V Visa Inc 1.6%
Value ($000) $65,398 Shares 302,966 Est. Cost $40.08 Unrealized +27.6%
Noble Energy Inc 1.6%
Value ($000) $65,320 Shares 919,484 Est. Cost $60.04 Unrealized
SLB Schlumberger Ltd 1.6%
Value ($000) $64,917 Shares 665,819 Est. Cost $52.90 Unrealized +23.8%
DLTR Dollar Tree Inc 1.6%
Value ($000) $62,159 Shares 1,191,241 Est. Cost $48.73 Unrealized +9.2%
EBAY eBay Inc 1.6%
Value ($000) $62,023 Shares 1,122,789 Est. Cost $20.18 Unrealized +2.4%
ITW Illinois Tool Works 1.5%
Value ($000) $61,866 Shares 760,677 Est. Cost $54.65 Unrealized +12.1%
FTNT Fortinet Inc 1.5%
Value ($000) $59,392 Shares 2,695,938 Est. Cost $4.37 Unrealized 0.0%
TJX TJX Companies Inc 1.4%
Value ($000) $57,584 Shares 949,442 Est. Cost $20.82 Unrealized +23.7%
CTSH Cognizant Technology Solutions 1.4%
Value ($000) $57,171 Shares 1,129,866 Est. Cost $44.31 Unrealized 0.0%
Celgene Corp 1.4%
Value ($000) $56,167 Shares 402,342 Est. Cost $116.98 Unrealized
CMI Cummins Inc 1.3%
Value ($000) $53,819 Shares 361,227 Est. Cost $81.53 Unrealized +24.2%
CNI Canadian National Railway Co 1.3%
Value ($000) $52,596 Shares 935,541 Est. Cost $41.79 Unrealized +6.6%
ADI Analog Devices Inc 1.2%
Value ($000) $49,538 Shares 932,219 Est. Cost $36.70 Unrealized +6.9%
Google Inc - Cl A 1.2%
Value ($000) $46,972 Shares 42,146 Est. Cost $880.36 Unrealized
PNC PNC Bank Corp 1.2%
Value ($000) $46,780 Shares 537,697 Est. Cost $56.73 Unrealized +0.1%
ICE IntercontinentalExchange Group 1.2%
Value ($000) $45,954 Shares 232,292 Est. Cost $35.28 Unrealized +2.8%
EL Estee Lauder Companies-CL A 1.0%
Value ($000) $39,943 Shares 597,226 Est. Cost $58.22 Unrealized +2.7%
MDLZ Mondelez International Inc 0.8%
Value ($000) $32,049 Shares 927,606 Est. Cost $23.16 Unrealized +13.8%
Core Laboratories NV 0.7%
Value ($000) $28,190 Shares 142,059 Est. Cost $169.39 Unrealized
HAIN Hain Celestial Group Inc. 0.7%
Value ($000) $28,069 Shares 307,001 Est. Cost $35.11 Unrealized +29.8%
SWKS Skyworks Solutions Inc 0.7%
Value ($000) $26,391 Shares 703,375 Est. Cost $21.15 Unrealized +24.2%
SBNY Signature Bank 0.6%
Value ($000) $24,264 Shares 193,202 Est. Cost $95.13 Unrealized
ORLY O'Reilly Automotive Inc 0.6%
Value ($000) $23,964 Shares 161,496 Est. Cost $7.89 Unrealized +20.9%
CHD Church Dwight Co 0.6%
Value ($000) $23,880 Shares 345,733 Est. Cost $26.75 Unrealized +5.4%
OII Oceaneering International Inc 0.6%
Value ($000) $23,709 Shares 329,935 Est. Cost $70.33 Unrealized +1.8%
GWW WW Grainger Inc 0.6%
Value ($000) $23,700 Shares 93,802 Est. Cost $203.11 Unrealized +1.2%
FEI Co 0.6%
Value ($000) $23,156 Shares 224,773 Est. Cost $81.44 Unrealized
BFH Alliance Data Systems Corp 0.5%
Value ($000) $21,964 Shares 80,618 Est. Cost $137.90 Unrealized +34.5%
UTHR United Therapeutics Corp 0.5%
Value ($000) $21,845 Shares 232,318 Est. Cost $76.83 Unrealized +33.1%
Jarden Corp 0.5%
Value ($000) $21,539 Shares 360,005 Est. Cost $48.86 Unrealized
HXL Hexcel Corp 0.5%
Value ($000) $21,364 Shares 490,669 Est. Cost $35.71 Unrealized +22.2%
Google Inc - Cl C 0.5%
Value ($000) $21,204 Shares 19,025 Est. Cost $1114.53 Unrealized
MTZ Mastec Inc 0.5%
Value ($000) $20,938 Shares 482,002 Est. Cost $37.96 Unrealized 0.0%
Hubbell Inc Cl B 0.5%
Value ($000) $20,578 Shares 171,669 Est. Cost $105.76 Unrealized
HSIC Henry Schein Inc 0.5%
Value ($000) $20,454 Shares 171,351 Est. Cost $39.67 Unrealized +15.2%
IDXX Idexx Labs Corp 0.5%
Value ($000) $20,348 Shares 167,613 Est. Cost $48.87 Unrealized +21.9%
CTAS Cintas Corp 0.5%
Value ($000) $20,025 Shares 335,935 Est. Cost $10.78 Unrealized +19.6%
JBHT Hunt (JB) Transport Services I 0.5%
Value ($000) $19,979 Shares 277,796 Est. Cost $64.74 Unrealized +1.8%
Cooper Cos Inc 0.5%
Value ($000) $19,878 Shares 144,713 Est. Cost $125.52 Unrealized
RJF Raymond James Financial Inc 0.5%
Value ($000) $19,865 Shares 355,183 Est. Cost $25.94 Unrealized +13.4%
WSM Williams Sonoma Inc 0.5%
Value ($000) $19,817 Shares 297,381 Est. Cost $21.46 Unrealized +3.0%
Parexel Intl Corp 0.5%
Value ($000) $19,290 Shares 356,621 Est. Cost $54.09 Unrealized
Sigma-Aldrich 0.5%
Value ($000) $19,121 Shares 204,764 Est. Cost $84.91 Unrealized
JKHY Jack Henry Associates 0.5%
Value ($000) $19,040 Shares 341,468 Est. Cost $42.89 Unrealized +15.3%
EFX Equifax Inc 0.5%
Value ($000) $18,886 Shares 277,614 Est. Cost $56.10 Unrealized +10.8%
AOS Smith A O 0.5%
Value ($000) $18,819 Shares 408,927 Est. Cost $17.09 Unrealized +18.3%
ROST Ross Stores Inc 0.5%
Value ($000) $18,812 Shares 262,842 Est. Cost $29.46 Unrealized +7.1%
DCI Donaldson Co Inc 0.5%
Value ($000) $18,805 Shares 443,524 Est. Cost $31.26 Unrealized +10.5%
CRI Carters Inc 0.5%
Value ($000) $18,786 Shares 241,936 Est. Cost $54.64 Unrealized -0.8%
Ansys Inc 0.4%
Value ($000) $17,912 Shares 232,557 Est. Cost $74.74 Unrealized
WWW Wolverine World Wide Inc 0.4%
Value ($000) $17,840 Shares 624,860 Est. Cost $22.93 Unrealized +0.7%
TXRH Texas Roadhouse Inc 0.4%
Value ($000) $17,723 Shares 679,565 Est. Cost $19.40 Unrealized +8.4%
CPT Camden Property Trust 0.4%
Value ($000) $17,688 Shares 262,664 Est. Cost $41.77 Unrealized -4.0%
Micros Systems Inc 0.4%
Value ($000) $17,646 Shares 333,375 Est. Cost $46.89 Unrealized
INGR Ingredion Inc 0.4%
Value ($000) $17,078 Shares 250,857 Est. Cost $68.20 Unrealized -3.8%
Petsmart Inc Com 0.4%
Value ($000) $16,806 Shares 243,880 Est. Cost $68.14 Unrealized
BKE The Buckle Inc 0.4%
Value ($000) $16,390 Shares 357,868 Est. Cost $14.90 Unrealized -3.4%
Tibco Software Inc 0.4%
Value ($000) $14,924 Shares 734,430 Est. Cost $21.14 Unrealized
Du Pont E I De Nemours Co 0.3%
Value ($000) $13,138 Shares 195,794 Est. Cost $52.50 Unrealized
PSX Phillips 66 0.3%
Value ($000) $11,961 Shares 155,220 Est. Cost $40.34 Unrealized +23.5%
HSNI Inc. 0.3%
Value ($000) $10,516 Shares 176,053 Est. Cost $56.33 Unrealized
ECL Ecolab Inc 0.3%
Value ($000) $10,414 Shares 96,437 Est. Cost $91.92 Unrealized 0.0%
COP Conocophillips 0.2%
Value ($000) $9,597 Shares 136,416 Est. Cost $39.96 Unrealized +13.7%
VFC V F Corporation 0.2%
Value ($000) $8,169 Shares 132,013 Est. Cost $49.74 Unrealized +13.2%
Verifone Sys Inc 0.2%
Value ($000) $8,161 Shares 241,293 Est. Cost $17.41 Unrealized
Twenty-First Century Fox Inc C 0.2%
Value ($000) $8,075 Shares 252,591 Est. Cost $33.53 Unrealized
NSC Norfolk Southn Corp 0.2%
Value ($000) $7,559 Shares 77,795 Est. Cost $57.85 Unrealized +23.4%
Valeant Pharmaceuticals Intl I 0.2%
Value ($000) $7,524 Shares 57,071 Est. Cost $86.69 Unrealized
URI United Rentals Inc 0.2%
Value ($000) $7,520 Shares 79,209 Est. Cost $65.25 Unrealized +25.8%
PANW Palo Alto Networks Inc 0.2%
Value ($000) $7,489 Shares 109,171 Est. Cost $7.89 Unrealized +43.8%
Starz - A 0.2%
Value ($000) $7,237 Shares 224,201 Est. Cost $22.25 Unrealized
CAT Caterpillar Inc 0.2%
Value ($000) $6,940 Shares 69,841 Est. Cost $62.34 Unrealized +11.8%
XOM Exxon Mobil Corp 0.2%
Value ($000) $6,585 Shares 67,416 Est. Cost $53.69 Unrealized +8.2%
Canadian Pacific Railway Ltd 0.2%
Value ($000) $6,570 Shares 43,677 Est. Cost $121.47 Unrealized
LVS Las Vegas Sands Corporation 0.2%
Value ($000) $6,547 Shares 81,042 Est. Cost $39.11 Unrealized +45.6%
Cerner Corp 0.2%
Value ($000) $6,373 Shares 113,297 Est. Cost $74.90 Unrealized
IEV iShares Europe 0.2%
Value ($000) $6,237 Shares 129,179 Est. Cost $48.28 Unrealized
DE Deere Co 0.2%
Value ($000) $6,222 Shares 68,522 Est. Cost $68.32 Unrealized +2.6%
Cardtronics Inc 0.2%
Value ($000) $6,172 Shares 158,862 Est. Cost $28.14 Unrealized
Madison Square Garden Inc-A 0.2%
Value ($000) $6,161 Shares 108,500 Est. Cost $59.16 Unrealized
TROW T Rowe Price Group Inc. 0.2%
Value ($000) $6,116 Shares 74,272 Est. Cost $47.92 Unrealized +9.7%
AMT American Tower Corp 0.2%
Value ($000) $6,089 Shares 74,378 Est. Cost $59.48 Unrealized +3.5%
Tronox Ltd 0.1%
Value ($000) $5,970 Shares 251,160 Est. Cost $23.96 Unrealized
Airgas Inc 0.1%
Value ($000) $5,826 Shares 54,698 Est. Cost $96.56 Unrealized
FBIN Fortune Brands Home Security 0.1%
Value ($000) $5,794 Shares 137,691 Est. Cost $28.11 Unrealized +15.8%
Peoples United Financial Inc 0.1%
Value ($000) $5,745 Shares 386,316 Est. Cost $14.88 Unrealized
ROK Rockwell Automation Inc 0.1%
Value ($000) $5,683 Shares 45,632 Est. Cost $93.82 Unrealized 0.0%
TFX Teleflex Inc 0.1%
Value ($000) $5,666 Shares 52,831 Est. Cost $90.61 Unrealized 0.0%
PSA Public Storage 0.1%
Value ($000) $5,657 Shares 33,577 Est. Cost $97.19 Unrealized +5.3%
Supervalu Inc 0.1%
Value ($000) $5,643 Shares 824,944 Est. Cost $6.84 Unrealized
Buffalo Wild Wings Inc 0.1%
Value ($000) $5,640 Shares 37,879 Est. Cost $101.14 Unrealized
VRSK Verisk Analytics Inc 0.1%
Value ($000) $5,424 Shares 90,468 Est. Cost $57.49 Unrealized +5.2%
CME CME Group Inc 0.1%
Value ($000) $5,260 Shares 71,062 Est. Cost $45.49 Unrealized +4.1%
VZ Verizon Communications 0.1%
Value ($000) $5,216 Shares 109,652 Est. Cost $26.92 Unrealized -3.9%
SBUX Starbucks Corp 0.1%
Value ($000) $5,173 Shares 70,503 Est. Cost $24.55 Unrealized +19.3%
MA Mastercard Inc. CL-A 0.1%
Value ($000) $5,124 Shares 68,596 Est. Cost $70.65 Unrealized +2.9%
Equinix Inc 0.1%
Value ($000) $5,117 Shares 27,683 Est. Cost $184.22 Unrealized
IJR iShares Core S P Small-Cap 0.1%
Value ($000) $5,116 Shares 46,453 Est. Cost $107.47 Unrealized
Chicago Bridge Iron Co N V 0.1%
Value ($000) $4,939 Shares 56,676 Est. Cost $60.73 Unrealized
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $4,791 Shares 31,496 Est. Cost $122.34 Unrealized
Yahoo Inc 0.1%
Value ($000) $4,715 Shares 131,335 Est. Cost $25.82 Unrealized
PG Procter Gamble Co 0.1%
Value ($000) $4,642 Shares 57,597 Est. Cost $55.00 Unrealized +2.7%
IVV iShares Core S P 500 0.1%
Value ($000) $4,597 Shares 24,432 Est. Cost $188.15 Unrealized
IJH iShares Core S P Mid-Cap 0.1%
Value ($000) $4,596 Shares 33,436 Est. Cost $136.08 Unrealized
FRCB First Rep Bk San Francisco Cal 0.1%
Value ($000) $4,460 Shares 82,615 Est. Cost $35.99 Unrealized +33.4%
DHR Danaher Corp 0.1%
Value ($000) $4,422 Shares 58,956 Est. Cost $25.22 Unrealized +22.0%
PAYX Paychex Inc 0.1%
Value ($000) $4,343 Shares 101,945 Est. Cost $25.15 Unrealized +17.3%
SHW Sherwin Williams 0.1%
Value ($000) $4,338 Shares 22,008 Est. Cost $53.65 Unrealized +7.5%
Lions Gate Entmnt Corp 0.1%
Value ($000) $4,332 Shares 162,077 Est. Cost $34.08 Unrealized
CASY Caseys General Stores Inc 0.1%
Value ($000) $4,328 Shares 64,031 Est. Cost $54.83 Unrealized +12.6%
AIG American International Group 0.1%
Value ($000) $4,289 Shares 85,758 Est. Cost $32.75 Unrealized +15.6%
Discovery Communications Inc 0.1%
Value ($000) $4,258 Shares 51,485 Est. Cost $77.30 Unrealized
CHKP Check Point Software Tech 0.1%
Value ($000) $4,218 Shares 62,373 Est. Cost $48.98 Unrealized +35.0%
Concur Technologies 0.1%
Value ($000) $4,086 Shares 41,245 Est. Cost $82.31 Unrealized
Linkedin Corp 0.1%
Value ($000) $4,068 Shares 21,995 Est. Cost $223.77 Unrealized
FICO Fair Isaac Corp 0.1%
Value ($000) $4,054 Shares 73,290 Est. Cost $46.72 Unrealized +17.9%
PRLB Proto Labs Inc 0.1%
Value ($000) $3,923 Shares 57,975 Est. Cost $54.67 Unrealized +36.0%
ULTA Ulta Salon Cosmetics Fragran 0.1%
Value ($000) $3,770 Shares 38,694 Est. Cost $90.00 Unrealized +0.1%
Noble Corp plc 0.1%
Value ($000) $3,770 Shares 115,137 Est. Cost $36.22 Unrealized
Lumber Liquidators Holdings 0.1%
Value ($000) $3,767 Shares 40,165 Est. Cost $78.62 Unrealized
Hollyfrontier Corp 0.1%
Value ($000) $3,738 Shares 78,559 Est. Cost $47.58 Unrealized
Michael Kors Hldgs Ltd 0.1%
Value ($000) $3,709 Shares 39,771 Est. Cost $93.26 Unrealized
PSMT Pricesmart Inc 0.1%
Value ($000) $3,628 Shares 35,941 Est. Cost $75.30 Unrealized +15.8%
Pioneer Natural Resources Co. 0.1%
Value ($000) $3,473 Shares 18,558 Est. Cost $188.67 Unrealized
VWO Vanguard Intl Equity Index Fd 0.1%
Value ($000) $3,436 Shares 84,680 Est. Cost $38.79 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $3,420 Shares 66,006 Est. Cost $32.23 Unrealized +2.2%
ZTS Zoetis Inc 0.1%
Value ($000) $3,379 Shares 116,758 Est. Cost $27.83 Unrealized 0.0%
IBM International Business Machine 0.1%
Value ($000) $3,342 Shares 17,361 Est. Cost $118.29 Unrealized -7.7%
KO Coca Cola Co 0.1%
Value ($000) $3,064 Shares 79,251 Est. Cost $27.85 Unrealized -4.7%
ACN Accenture PLC Ireland Cl A 0.1%
Value ($000) $3,047 Shares 38,217 Est. Cost $63.69 Unrealized +5.1%
Lifelock Inc 0.1%
Value ($000) $2,964 Shares 173,206 Est. Cost $17.11 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $2,807 Shares 41,764 Est. Cost $57.31 Unrealized
AMGN Amgen Inc Com 0.1%
Value ($000) $2,721 Shares 22,057 Est. Cost $78.89 Unrealized +10.1%
Boulder Brands Inc 0.1%
Value ($000) $2,568 Shares 145,734 Est. Cost $16.23 Unrealized
VSS Vanguard FTSE All-World ex-US 0.1%
Value ($000) $2,548 Shares 23,845 Est. Cost $106.86 Unrealized
WFC Wells Fargo Company 0.1%
Value ($000) $2,544 Shares 51,139 Est. Cost $27.36 Unrealized +22.1%
IEMG iShares Core MSCI Emerging Mar 0.1%
Value ($000) $2,539 Shares 51,731 Est. Cost $49.08 Unrealized
QLYS Qualys Inc 0.1%
Value ($000) $2,375 Shares 93,390 Est. Cost $20.93 Unrealized +28.9%
COST Costco Wholesale Corp 0.1%
Value ($000) $2,304 Shares 20,630 Est. Cost $90.78 Unrealized +0.6%
MCD McDonalds Corp 0.1%
Value ($000) $2,261 Shares 23,061 Est. Cost $71.32 Unrealized -1.5%
INTC Intel Corp 0.1%
Value ($000) $2,152 Shares 83,375 Est. Cost $17.39 Unrealized +7.4%
HP Helmerich Payne Inc Com 0.1%
Value ($000) $2,146 Shares 19,955 Est. Cost $79.51 Unrealized +16.9%
ADP Automatic Data Processing, Inc 0.1%
Value ($000) $2,146 Shares 27,781 Est. Cost $46.64 Unrealized +12.4%
China Mobile Ltd Sponsored ADR 0.1%
Value ($000) $2,101 Shares 46,075 Est. Cost $50.05 Unrealized
NSRGY Nestle S A 0.1%
Value ($000) $2,061 Shares 27,362 Est. Cost $66.09 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $2,041 Shares 17,168 Est. Cost $71.50 Unrealized -1.6%
MMM 3M Co 0.1%
Value ($000) $2,025 Shares 14,930 Est. Cost $63.79 Unrealized +19.5%
SO Southern Co 0.1%
Value ($000) $2,010 Shares 45,736 Est. Cost $26.45 Unrealized -4.4%
UPS United Parcel Service 0.0%
Value ($000) $1,943 Shares 19,948 Est. Cost $56.89 Unrealized +12.8%
Eaton Corp 0.0%
Value ($000) $1,934 Shares 25,740 Est. Cost $67.22 Unrealized
APD Air Products Chemicals Inc 0.0%
Value ($000) $1,934 Shares 16,247 Est. Cost $64.22 Unrealized +23.4%
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $1,926 Shares 24,837 Est. Cost $45.37 Unrealized +16.3%
iShares MSCI Japan 0.0%
Value ($000) $1,901 Shares 167,752 Est. Cost $11.33 Unrealized
SPY SPDR S P 500 ETF Trust 0.0%
Value ($000) $1,863 Shares 9,965 Est. Cost $178.34 Unrealized
NEE Nextera Energy Inc 0.0%
Value ($000) $1,819 Shares 19,023 Est. Cost $14.38 Unrealized +15.2%
NVS Novartis AG 0.0%
Value ($000) $1,799 Shares 21,163 Est. Cost $73.65 Unrealized
General Electric Co 0.0%
Value ($000) $1,775 Shares 68,577 Est. Cost $23.20 Unrealized
JPM J P Morgan Chase Co 0.0%
Value ($000) $1,770 Shares 29,153 Est. Cost $36.72 Unrealized +14.6%
Varian Med Sys Inc 0.0%
Value ($000) $1,706 Shares 20,316 Est. Cost $74.75 Unrealized
CSCO Cisco Systems, Inc 0.0%
Value ($000) $1,685 Shares 75,194 Est. Cost $15.42 Unrealized -0.8%
OIS Oil States International Inc 0.0%
Value ($000) $1,648 Shares 16,715 Est. Cost $51.03 Unrealized +8.6%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $1,636 Shares 17,171 Est. Cost $59.18 Unrealized +5.6%
Tiffany Co New Com 0.0%
Value ($000) $1,567 Shares 18,188 Est. Cost $77.09 Unrealized
MSFT Microsoft Corp 0.0%
Value ($000) $1,560 Shares 38,052 Est. Cost $26.86 Unrealized +16.4%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $1,457 Shares 30,288 Est. Cost $48.10 Unrealized
ETRACS Alerian MLP Infrastruct 0.0%
Value ($000) $1,418 Shares 35,589 Est. Cost $39.84 Unrealized
BHP BHP Billiton Ltd- Spon ADR 0.0%
Value ($000) $1,417 Shares 20,913 Est. Cost $61.47 Unrealized
IFGL iShares Intl Developed Real Es 0.0%
Value ($000) $1,257 Shares 41,843 Est. Cost $30.04 Unrealized
TRV Travelers Cos Inc/The 0.0%
Value ($000) $953 Shares 11,200 Est. Cost $63.44 Unrealized +1.9%
Spectranetics Corp 0.0%
Value ($000) $940 Shares 31,000 Est. Cost $18.33 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $838 Shares 16,295 Est. Cost $26.55 Unrealized +18.6%
IYR iShares US Real Estate 0.0%
Value ($000) $807 Shares 11,932 Est. Cost $67.63 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $756 Shares 19,619 Est. Cost $28.84 Unrealized +6.6%
UNP Union Pacific Corp 0.0%
Value ($000) $746 Shares 3,973 Est. Cost $57.06 Unrealized +19.6%
VEA Vanguard MSCI EAFE ETF 0.0%
Value ($000) $673 Shares 16,307 Est. Cost $41.27 Unrealized
AMZN Amazon.Com Inc 0.0%
Value ($000) $673 Shares 2,000 Est. Cost $13.32 Unrealized +39.3%
AAIGF AIA Group LTD 0.0%
Value ($000) $672 Shares 140,000 Est. Cost $3.71 Unrealized +5.4%
PEP Pepsico Inc 0.0%
Value ($000) $661 Shares 7,920 Est. Cost $56.00 Unrealized +1.5%
Spectra Energy Corp 0.0%
Value ($000) $591 Shares 16,000 Est. Cost $34.44 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $578 Shares 17,986 Est. Cost $16.79 Unrealized +8.4%
NVO Novo-Nordisk A/S - Spons ADR ( 0.0%
Value ($000) $555 Shares 12,150 Est. Cost $71.34 Unrealized
Apache Corp 0.0%
Value ($000) $536 Shares 6,458 Est. Cost $83.83 Unrealized
WMT Wal Mart Stores Inc 0.0%
Value ($000) $527 Shares 6,900 Est. Cost $19.98 Unrealized -0.4%
MDY SPDR S P MidCap 400 ETF Trust 0.0%
Value ($000) $518 Shares 2,069 Est. Cost $214.05 Unrealized
Mylan Inc 0.0%
Value ($000) $512 Shares 10,480 Est. Cost $31.03 Unrealized
AGG IShares Barclays Aggregate Bon 0.0%
Value ($000) $488 Shares 4,525 Est. Cost $107.85 Unrealized
EQT EQT Corp 0.0%
Value ($000) $485 Shares 5,000 Est. Cost $37.67 Unrealized +26.9%
PM Philip Morris Intl Inc 0.0%
Value ($000) $473 Shares 5,780 Est. Cost $49.20 Unrealized -9.1%
BRK/B Berkshire Hathaway Inc-Cl B 0.0%
Value ($000) $428 Shares 3,427 Est. Cost $111.61 Unrealized +4.7%
GTLS Chart Inds Inc 0.0%
Value ($000) $406 Shares 5,110 Est. Cost $112.33 Unrealized -23.4%
DFLVX Dfa Invt Dimensions Group Inc 0.0%
Value ($000) $373 Shares 11,642 Est. Cost $32.04 Unrealized
CMCSA Comcast Corp Cl A 0.0%
Value ($000) $365 Shares 7,286 Est. Cost $15.62 Unrealized +27.8%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $330 Shares 6,343 Est. Cost $29.41 Unrealized +22.2%
WAB Wabtec Corp 0.0%
Value ($000) $321 Shares 4,140 Est. Cost $49.35 Unrealized +45.3%
SHY iShares 1-3 Year Treasury Bond 0.0%
Value ($000) $310 Shares 3,669 Est. Cost $84.39 Unrealized
Medtronic Inc 0.0%
Value ($000) $306 Shares 4,975 Est. Cost $52.83 Unrealized
T AT T Inc 0.0%
Value ($000) $299 Shares 8,529 Est. Cost $11.40 Unrealized -4.8%
W.R. Grace 0.0%
Value ($000) $298 Shares 3,000 Est. Cost $84.00 Unrealized
D Dominion Res Inc Va New 0.0%
Value ($000) $273 Shares 3,850 Est. Cost $34.53 Unrealized +20.0%
Powershares QQQ Trust, Series 0.0%
Value ($000) $263 Shares 2,996 Est. Cost $87.78 Unrealized
Whiting USA Trust II 0.0%
Value ($000) $259 Shares 20,000 Est. Cost $12.85 Unrealized
Kinder Morgan Energy Partners 0.0%
Value ($000) $259 Shares 3,500 Est. Cost $74.00 Unrealized
Walgreen Co 0.0%
Value ($000) $254 Shares 3,850 Est. Cost $53.90 Unrealized
MRK Merck Co Inc New 0.0%
Value ($000) $252 Shares 4,439 Est. Cost $31.66 Unrealized +12.9%
Jacobs Engineering 0.0%
Value ($000) $251 Shares 3,960 Est. Cost $55.05 Unrealized
Ariad Pharmaceuticals 0.0%
Value ($000) $242 Shares 30,000 Est. Cost $17.50 Unrealized
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $240 Shares 2,000 Est. Cost $95.60 Unrealized +19.7%
Kraft Foods Group Inc 0.0%
Value ($000) $232 Shares 4,140 Est. Cost $55.87 Unrealized
MAR Marriot Intl Inc New CL A 0.0%
Value ($000) $226 Shares 4,042 Est. Cost $40.31 Unrealized +13.9%
PAA Plains All American Pipeline L 0.0%
Value ($000) $220 Shares 4,000 Est. Cost $55.75 Unrealized
Oppenhiemer Sr Float Rate-Y 0.0%
Value ($000) $208 Shares 24,807 Est. Cost $8.38 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $207 Shares 2,800 Est. Cost $26.53 Unrealized +22.7%
CVS CVS Corp 0.0%
Value ($000) $207 Shares 2,769 Est. Cost $51.11 Unrealized 0.0%
T. Rowe Price Blue Chip 0.0%
Value ($000) $201 Shares 3,140 Est. Cost $64.65 Unrealized
FRHIX Franklin Tax Free Tr 0.0%
Value ($000) $110 Shares 10,816 Est. Cost $10.17 Unrealized
AG First Majestic Silver Corp 0.0%
Value ($000) $106 Shares 11,000 Est. Cost $11.47 Unrealized -6.2%
Cornerstone Progressive Return 0.0%
Value ($000) $53 Shares 10,000 Est. Cost $5.30 Unrealized
Sakari Resources Limited 0.0%
Value ($000) $0 Shares 14,700 Est. Cost Unrealized
Podzinger Corp 0.0%
Value ($000) $0 Shares 1,000,000 Est. Cost Unrealized
AdZone Research, Inc. 0.0%
Value ($000) $0 Shares 318,000 Est. Cost Unrealized