CONGRESS ASSET MANAGEMENT CO /MA Diversified Active

CIK: 0000897378 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 26, 2016

Total Value ($000): $4,026,690 (100.0% shares, 0.0% debt)

Holdings (232)

SBUX Starbucks Corp 2.0%
Value ($000) $81,175 Shares 1,352,245 Est. Cost $35.93 Unrealized +37.5%
HD Home Depot Inc 2.0%
Value ($000) $79,808 Shares 603,461 Est. Cost $64.13 Unrealized +55.9%
AAPL Apple Inc 1.9%
Value ($000) $77,086 Shares 732,335 Est. Cost $18.96 Unrealized +35.7%
ADBE Adobe Systems Inc 1.8%
Value ($000) $71,568 Shares 761,851 Est. Cost $50.62 Unrealized +77.5%
MSFT Microsoft Corp 1.8%
Value ($000) $71,150 Shares 1,282,453 Est. Cost $38.73 Unrealized +18.6%
COR AmerisourceBergen Corp 1.8%
Value ($000) $70,716 Shares 681,862 Est. Cost $45.45 Unrealized +60.1%
UNH UnitedHealth Group Inc 1.7%
Value ($000) $70,403 Shares 598,458 Est. Cost $64.76 Unrealized +53.3%
COST Costco Wholesale Corp 1.7%
Value ($000) $68,576 Shares 424,621 Est. Cost $97.75 Unrealized +35.9%
JBHT JB Hunt Transport Services Inc 1.7%
Value ($000) $68,543 Shares 934,338 Est. Cost $70.14 Unrealized -2.5%
V Visa Inc 1.7%
Value ($000) $67,187 Shares 866,369 Est. Cost $57.45 Unrealized +25.6%
Celgene Corp 1.6%
Value ($000) $65,075 Shares 543,381 Est. Cost $103.72 Unrealized
TJX TJX Companies Inc 1.6%
Value ($000) $64,814 Shares 914,036 Est. Cost $23.33 Unrealized +32.5%
CLX Clorox Company 1.5%
Value ($000) $60,916 Shares 480,299 Est. Cost $83.86 Unrealized +11.2%
DIS Walt Disney Co 1.5%
Value ($000) $60,173 Shares 572,640 Est. Cost $65.56 Unrealized +55.9%
ICE Intercontinental Exchange Inc 1.5%
Value ($000) $59,198 Shares 231,008 Est. Cost $35.95 Unrealized +22.9%
ITW Illinois Tool Works 1.4%
Value ($000) $56,976 Shares 614,762 Est. Cost $57.32 Unrealized +24.6%
CL Colgate-Palmolive Co 1.4%
Value ($000) $56,544 Shares 848,757 Est. Cost $45.56 Unrealized +15.3%
WSM Williams Sonoma Inc 1.4%
Value ($000) $55,177 Shares 944,656 Est. Cost $29.40 Unrealized -8.7%
BF/B Brown-Forman Corp Cl B 1.3%
Value ($000) $53,462 Shares 538,496 Est. Cost $28.16 Unrealized +23.7%
EL Estee Lauder Companies Cl A 1.3%
Value ($000) $53,454 Shares 607,017 Est. Cost $62.32 Unrealized +20.0%
ADI Analog Devices Inc 1.3%
Value ($000) $53,357 Shares 964,515 Est. Cost $39.39 Unrealized +22.1%
PNC PNC Finl Svcs Grp Inc 1.3%
Value ($000) $52,794 Shares 553,923 Est. Cost $59.76 Unrealized +12.5%
ADP Automatic Data Processing Inc 1.3%
Value ($000) $52,286 Shares 617,166 Est. Cost $62.99 Unrealized +9.7%
APH Amphenol Corp 1.3%
Value ($000) $52,064 Shares 996,830 Est. Cost $11.52 Unrealized +5.3%
ECL Ecolab Inc 1.3%
Value ($000) $51,570 Shares 450,862 Est. Cost $94.92 Unrealized +10.8%
PEP Pepsico Inc 1.2%
Value ($000) $50,287 Shares 503,269 Est. Cost $72.42 Unrealized +1.4%
CNI Canadian National Railway Co 1.2%
Value ($000) $50,268 Shares 899,578 Est. Cost $43.91 Unrealized +10.6%
GOOGL Alphabet Inc Cl A 1.2%
Value ($000) $49,504 Shares 63,629 Est. Cost $33.22 Unrealized +10.6%
ACN Accenture PLC Ireland Cl A 1.2%
Value ($000) $48,649 Shares 465,538 Est. Cost $87.44 Unrealized +2.9%
United Technologies 1.2%
Value ($000) $48,430 Shares 504,112 Est. Cost $96.18 Unrealized
TMO Thermo Fisher Scientific Inc. 1.2%
Value ($000) $48,409 Shares 341,269 Est. Cost $129.50 Unrealized 0.0%
PPG PPG Industries Inc 1.2%
Value ($000) $47,201 Shares 477,651 Est. Cost $84.07 Unrealized 0.0%
ABT Abbott Laboratories 1.2%
Value ($000) $47,131 Shares 1,049,451 Est. Cost $37.58 Unrealized -2.8%
MRK Merck & Co Inc 1.2%
Value ($000) $46,764 Shares 885,350 Est. Cost $39.80 Unrealized -7.6%
Mcgraw Hill Finl Inc 1.1%
Value ($000) $45,922 Shares 465,839 Est. Cost $99.89 Unrealized
NTRS Northern Trust Corp 1.1%
Value ($000) $45,820 Shares 635,593 Est. Cost $55.96 Unrealized -2.4%
UAA Under Armour Inc Cl A 1.1%
Value ($000) $44,350 Shares 550,177 Est. Cost $30.40 Unrealized +50.0%
AYI Acuity Brands Inc Com 1.0%
Value ($000) $41,378 Shares 176,982 Est. Cost $175.92 Unrealized +19.4%
QCOM Qualcomm Inc 1.0%
Value ($000) $39,173 Shares 783,698 Est. Cost $44.86 Unrealized -10.9%
EFX Equifax Inc 1.0%
Value ($000) $38,789 Shares 348,291 Est. Cost $67.89 Unrealized +44.6%
Jarden Corp 0.9%
Value ($000) $37,889 Shares 663,320 Est. Cost $49.87 Unrealized
CHD Church & Dwight Co 0.9%
Value ($000) $37,510 Shares 441,921 Est. Cost $30.61 Unrealized +22.6%
JKHY Jack Henry & Associates 0.9%
Value ($000) $36,328 Shares 465,384 Est. Cost $50.17 Unrealized +35.5%
EOG EOG Res Inc 0.9%
Value ($000) $36,306 Shares 512,874 Est. Cost $62.79 Unrealized -4.8%
SBNY Signature Bank 0.9%
Value ($000) $36,147 Shares 235,682 Est. Cost $112.42 Unrealized
HSIC Henry Schein Inc 0.9%
Value ($000) $35,860 Shares 226,691 Est. Cost $46.70 Unrealized +27.3%
CTAS Cintas Corp 0.9%
Value ($000) $35,433 Shares 389,159 Est. Cost $13.95 Unrealized +46.9%
SNA Snap On Inc 0.9%
Value ($000) $35,409 Shares 206,552 Est. Cost $104.62 Unrealized +25.1%
LII Lennox International Inc 0.9%
Value ($000) $35,310 Shares 282,705 Est. Cost $84.60 Unrealized +35.0%
BFH Alliance Data Systems Corp 0.9%
Value ($000) $35,078 Shares 126,834 Est. Cost $167.30 Unrealized +16.8%
MTD Mettler Toledo International 0.8%
Value ($000) $32,817 Shares 96,769 Est. Cost $283.77 Unrealized +13.0%
Parexel Intl Corp 0.8%
Value ($000) $32,451 Shares 476,382 Est. Cost $58.37 Unrealized
IDXX Idexx Labs Corp 0.8%
Value ($000) $32,390 Shares 444,184 Est. Cost $64.42 Unrealized +10.7%
MIDD Middleby Corp 0.8%
Value ($000) $32,048 Shares 297,099 Est. Cost $93.90 Unrealized +18.6%
AKAM Akamai Technologies Inc 0.8%
Value ($000) $32,036 Shares 608,694 Est. Cost $73.25 Unrealized -16.1%
TXRH Texas Roadhouse Inc 0.8%
Value ($000) $31,663 Shares 885,193 Est. Cost $24.37 Unrealized +22.9%
IFF International Flavors&Fragranc 0.8%
Value ($000) $30,970 Shares 258,859 Est. Cost $86.66 Unrealized +4.2%
SNPS Synopsys Inc 0.8%
Value ($000) $30,875 Shares 676,938 Est. Cost $42.16 Unrealized +14.7%
RJF Raymond James Financial Inc 0.8%
Value ($000) $30,586 Shares 527,616 Est. Cost $28.80 Unrealized +11.2%
Ansys Inc 0.8%
Value ($000) $30,498 Shares 329,709 Est. Cost $80.63 Unrealized
CRI Carters Inc 0.7%
Value ($000) $29,911 Shares 335,960 Est. Cost $62.45 Unrealized +9.6%
IPGP IPG Photonics Corp 0.7%
Value ($000) $29,832 Shares 334,592 Est. Cost $85.89 Unrealized -0.2%
HAIN Hain Celestial Group Inc. 0.7%
Value ($000) $29,466 Shares 729,535 Est. Cost $48.66 Unrealized -6.8%
DORM Dorman Products Inc 0.7%
Value ($000) $29,295 Shares 617,127 Est. Cost $49.08 Unrealized -0.7%
Linear Technology Corp 0.7%
Value ($000) $28,565 Shares 672,601 Est. Cost $43.46 Unrealized
FDS Factset Reasearch Systems, Inc 0.7%
Value ($000) $28,386 Shares 174,605 Est. Cost $147.00 Unrealized +2.8%
CPT Camden Property Trust 0.7%
Value ($000) $27,997 Shares 364,736 Est. Cost $45.98 Unrealized +11.4%
GGG Graco Inc Com 0.7%
Value ($000) $27,643 Shares 383,564 Est. Cost $21.00 Unrealized +0.3%
Cooper Cos Inc 0.7%
Value ($000) $27,425 Shares 204,360 Est. Cost $141.50 Unrealized
GOOG Alphabet Inc Cl C 0.7%
Value ($000) $26,984 Shares 35,558 Est. Cost $30.50 Unrealized +16.8%
Core Laboratories NV 0.7%
Value ($000) $26,948 Shares 247,825 Est. Cost $137.55 Unrealized
CGNX Cognex Corp 0.7%
Value ($000) $26,566 Shares 786,661 Est. Cost $18.29 Unrealized -10.0%
Foot Locker Inc 0.7%
Value ($000) $26,396 Shares 405,525 Est. Cost $71.74 Unrealized
FFIV F5 Networks Inc 0.7%
Value ($000) $26,394 Shares 272,211 Est. Cost $113.40 Unrealized -4.7%
RHI Robert Half Intl Inc 0.6%
Value ($000) $25,813 Shares 547,578 Est. Cost $53.82 Unrealized -6.3%
Scripps Networks Inter-Cl A 0.6%
Value ($000) $24,149 Shares 437,397 Est. Cost $67.98 Unrealized
B/E Aerospace Inc 0.6%
Value ($000) $23,778 Shares 561,204 Est. Cost $57.23 Unrealized
EQIX Equinix Inc 0.5%
Value ($000) $19,980 Shares 66,071 Est. Cost $169.42 Unrealized +41.2%
IWF iShares Russell 1000 Growth In 0.5%
Value ($000) $19,495 Shares 195,970 Est. Cost $97.19 Unrealized
PII Polaris Inds Inc 0.5%
Value ($000) $18,346 Shares 213,452 Est. Cost $142.73 Unrealized -25.7%
URI United Rentals Inc 0.4%
Value ($000) $17,553 Shares 241,983 Est. Cost $68.55 Unrealized +2.1%
ZTS Zoetis Inc 0.4%
Value ($000) $14,836 Shares 309,593 Est. Cost $37.75 Unrealized +10.6%
PANW Palo Alto Networks Inc Com 0.4%
Value ($000) $14,323 Shares 81,317 Est. Cost $8.10 Unrealized +256.2%
NVDA NVIDIA Corp 0.3%
Value ($000) $13,685 Shares 415,187 Est. Cost $0.51 Unrealized +43.0%
Starz - A 0.3%
Value ($000) $12,609 Shares 376,377 Est. Cost $26.05 Unrealized
Du Pont E I De Nemours Co 0.3%
Value ($000) $12,333 Shares 185,178 Est. Cost $52.50 Unrealized
Supervalu Inc 0.3%
Value ($000) $12,048 Shares 1,776,956 Est. Cost $7.52 Unrealized
AMT American Tower Corp 0.2%
Value ($000) $9,765 Shares 100,721 Est. Cost $63.03 Unrealized +20.5%
Volkswagen AG- Spons ADR 0.2%
Value ($000) $9,552 Shares 308,964 Est. Cost $30.92 Unrealized
TFX Teleflex Inc 0.2%
Value ($000) $9,464 Shares 71,997 Est. Cost $95.76 Unrealized +27.5%
Diamond Resorts Intl Inc 0.2%
Value ($000) $8,960 Shares 351,217 Est. Cost $23.98 Unrealized
Peoples United Financial Inc 0.2%
Value ($000) $8,930 Shares 552,926 Est. Cost $15.05 Unrealized
BAH Booz Allen Hamilton Hldg Corp 0.2%
Value ($000) $8,558 Shares 277,409 Est. Cost $24.12 Unrealized 0.0%
JNJ Johnson & Johnson 0.2%
Value ($000) $8,433 Shares 82,092 Est. Cost $59.66 Unrealized +27.3%
VFC V F Corporation 0.2%
Value ($000) $8,321 Shares 133,668 Est. Cost $50.36 Unrealized +23.9%
Verifone Sys Inc 0.2%
Value ($000) $8,286 Shares 295,707 Est. Cost $20.32 Unrealized
HSNI Inc. 0.2%
Value ($000) $8,027 Shares 158,408 Est. Cost $61.77 Unrealized
CME CME Group Inc 0.2%
Value ($000) $7,675 Shares 84,713 Est. Cost $47.20 Unrealized +33.5%
ORLY OReilly Automotive Inc 0.2%
Value ($000) $7,396 Shares 29,184 Est. Cost $8.90 Unrealized +94.9%
CASY Caseys General Stores Inc 0.2%
Value ($000) $7,078 Shares 58,763 Est. Cost $55.42 Unrealized +91.2%
Twenty-First Century Fox Inc C 0.2%
Value ($000) $6,975 Shares 256,799 Est. Cost $33.02 Unrealized
Cyberark Software Ltd 0.2%
Value ($000) $6,934 Shares 153,603 Est. Cost $60.75 Unrealized
FRCB First Rep Bk San Francisco Cal 0.2%
Value ($000) $6,930 Shares 104,904 Est. Cost $40.29 Unrealized +55.6%
Canadian Pacific Railway Ltd 0.2%
Value ($000) $6,838 Shares 53,588 Est. Cost $127.76 Unrealized
IWP iShares Russell MidCap Growth 0.2%
Value ($000) $6,773 Shares 73,684 Est. Cost $90.65 Unrealized
JC Penney Co 0.2%
Value ($000) $6,410 Shares 962,525 Est. Cost $9.11 Unrealized
Hertz Global Holdings Inc 0.2%
Value ($000) $6,410 Shares 450,463 Est. Cost $18.04 Unrealized
MA Mastercard Inc. CL-A 0.2%
Value ($000) $6,361 Shares 65,333 Est. Cost $70.94 Unrealized +30.0%
ULTA Ulta Salon Cosmetics & Fragran 0.2%
Value ($000) $6,351 Shares 34,329 Est. Cost $96.81 Unrealized +78.5%
TROW T Rowe Price Group Inc. 0.2%
Value ($000) $6,313 Shares 88,302 Est. Cost $48.72 Unrealized +4.4%
GIS General Mills Inc 0.2%
Value ($000) $6,273 Shares 108,800 Est. Cost $33.78 Unrealized +19.8%
COP Conocophillips 0.2%
Value ($000) $6,271 Shares 134,305 Est. Cost $39.96 Unrealized -4.0%
VZ Verizon Communications 0.2%
Value ($000) $6,066 Shares 131,232 Est. Cost $27.02 Unrealized -0.3%
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $5,985 Shares 31,374 Est. Cost $123.44 Unrealized
PSA Public Storage 0.1%
Value ($000) $5,807 Shares 23,443 Est. Cost $98.10 Unrealized +59.8%
FICO Fair Isaac Corp 0.1%
Value ($000) $5,630 Shares 59,779 Est. Cost $47.52 Unrealized +91.0%
Buffalo Wild Wings Inc 0.1%
Value ($000) $5,544 Shares 34,727 Est. Cost $103.06 Unrealized
AIG American International Group 0.1%
Value ($000) $5,488 Shares 88,565 Est. Cost $33.34 Unrealized +42.0%
NVO Novo-Nordisk A/S - Spons ADR ( 0.1%
Value ($000) $5,452 Shares 93,868 Est. Cost $50.75 Unrealized
SHW Sherwin Williams 0.1%
Value ($000) $5,415 Shares 20,860 Est. Cost $54.12 Unrealized +45.5%
XOM Exxon Mobil Corp 0.1%
Value ($000) $5,389 Shares 69,129 Est. Cost $53.77 Unrealized -4.4%
Cerner Corp 0.1%
Value ($000) $5,312 Shares 88,282 Est. Cost $62.77 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $5,266 Shares 99,570 Est. Cost $25.43 Unrealized +51.6%
SWKS Skyworks Solutions Inc 0.1%
Value ($000) $5,250 Shares 68,331 Est. Cost $21.15 Unrealized +206.9%
IVV iShares Core S&P 500 0.1%
Value ($000) $5,148 Shares 25,126 Est. Cost $204.89 Unrealized
CHKP Check Point Software Tech 0.1%
Value ($000) $5,147 Shares 63,241 Est. Cost $49.95 Unrealized +66.0%
PSX Phillips 66 0.1%
Value ($000) $5,056 Shares 61,810 Est. Cost $40.34 Unrealized +46.4%
META Facebook Inc 0.1%
Value ($000) $5,027 Shares 48,035 Est. Cost $81.51 Unrealized +25.2%
NKE Nike Inc Cl B 0.1%
Value ($000) $4,930 Shares 78,882 Est. Cost $48.36 Unrealized +17.2%
ROK Rockwell Automation Inc 0.1%
Value ($000) $4,820 Shares 46,974 Est. Cost $93.91 Unrealized -8.3%
AMGN Amgen Inc Com 0.1%
Value ($000) $4,731 Shares 29,143 Est. Cost $85.71 Unrealized +35.9%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $4,607 Shares 76,763 Est. Cost $54.71 Unrealized +4.4%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $4,385 Shares 121,131 Est. Cost $35.20 Unrealized 0.0%
TSCO Tractor Supply Company 0.1%
Value ($000) $4,381 Shares 51,235 Est. Cost $14.28 Unrealized +6.4%
ILMN Illumina Incorporated 0.1%
Value ($000) $4,223 Shares 22,001 Est. Cost $197.17 Unrealized -18.1%
Stericycle Inc 0.1%
Value ($000) $3,985 Shares 33,039 Est. Cost $139.77 Unrealized
GILD Gilead Sciences Inc COM 0.1%
Value ($000) $3,919 Shares 38,732 Est. Cost $75.95 Unrealized -4.0%
PRLB Proto Labs Inc 0.1%
Value ($000) $3,855 Shares 60,526 Est. Cost $55.50 Unrealized +16.2%
INTC Intel Corp 0.1%
Value ($000) $3,800 Shares 110,313 Est. Cost $19.35 Unrealized +37.7%
KO Coca Cola Co 0.1%
Value ($000) $3,782 Shares 88,047 Est. Cost $28.26 Unrealized +9.1%
Harris Corp 0.1%
Value ($000) $3,781 Shares 43,513 Est. Cost $86.89 Unrealized
M Macy's Inc. 0.1%
Value ($000) $3,765 Shares 107,623 Est. Cost $43.33 Unrealized 0.0%
GNTX Gentex Corp 0.1%
Value ($000) $3,764 Shares 235,091 Est. Cost $17.56 Unrealized -8.0%
IEV iShares Europe 0.1%
Value ($000) $3,651 Shares 91,031 Est. Cost $40.11 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $3,623 Shares 46,325 Est. Cost $84.60 Unrealized -19.3%
SYK Stryker Corp 0.1%
Value ($000) $3,583 Shares 38,551 Est. Cost $86.04 Unrealized -0.9%
Hollyfrontier Corp 0.1%
Value ($000) $3,416 Shares 85,632 Est. Cost $47.20 Unrealized
JPM J P Morgan Chase & Co 0.1%
Value ($000) $3,359 Shares 50,872 Est. Cost $40.90 Unrealized +21.5%
MMM 3M Co 0.1%
Value ($000) $3,252 Shares 21,588 Est. Cost $71.65 Unrealized +28.5%
CSCO Cisco Systems, Inc 0.1%
Value ($000) $3,209 Shares 118,178 Est. Cost $16.76 Unrealized +20.3%
QLYS Qualys Inc 0.1%
Value ($000) $3,154 Shares 95,318 Est. Cost $21.23 Unrealized +66.1%
NEE Nextera Energy Inc 0.1%
Value ($000) $3,134 Shares 30,163 Est. Cost $16.12 Unrealized +20.9%
NVS Novartis A G 0.1%
Value ($000) $3,100 Shares 36,032 Est. Cost $80.62 Unrealized
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $2,997 Shares 21,514 Est. Cost $139.61 Unrealized
NSC Norfolk Southn Corp 0.1%
Value ($000) $2,987 Shares 35,317 Est. Cost $59.16 Unrealized +16.8%
NSRGY Nestle S A 0.1%
Value ($000) $2,973 Shares 39,913 Est. Cost $68.73 Unrealized
TRMB Trimble Navigation Ltd 0.1%
Value ($000) $2,917 Shares 136,004 Est. Cost $24.92 Unrealized -16.6%
UPS United Parcel Service 0.1%
Value ($000) $2,854 Shares 29,654 Est. Cost $60.75 Unrealized +16.3%
CVS CVS Corp 0.1%
Value ($000) $2,823 Shares 28,878 Est. Cost $73.75 Unrealized -1.5%
CAT Caterpillar Inc COM 0.1%
Value ($000) $2,776 Shares 40,848 Est. Cost $63.10 Unrealized -13.5%
E-Tracs Alerian MLP ETN 0.1%
Value ($000) $2,729 Shares 149,796 Est. Cost $18.22 Unrealized
BR Broadridge Financial Solutions 0.1%
Value ($000) $2,685 Shares 49,972 Est. Cost $44.39 Unrealized +6.0%
Vista Outdoor Inc 0.1%
Value ($000) $2,604 Shares 58,493 Est. Cost $44.52 Unrealized
OMC Omnicom Group Inc 0.1%
Value ($000) $2,560 Shares 33,842 Est. Cost $52.34 Unrealized -0.6%
PG Procter & Gamble Co 0.1%
Value ($000) $2,397 Shares 30,188 Est. Cost $55.00 Unrealized +5.3%
MET MetLife Inc 0.1%
Value ($000) $2,322 Shares 48,168 Est. Cost $33.04 Unrealized -5.6%
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $2,243 Shares 11,002 Est. Cost $190.20 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.1%
Value ($000) $2,238 Shares 56,813 Est. Cost $39.39 Unrealized
Time Warner Inc 0.1%
Value ($000) $2,189 Shares 33,845 Est. Cost $68.41 Unrealized
China Mobile Ltd Sponsored ADR 0.1%
Value ($000) $2,182 Shares 38,744 Est. Cost $50.37 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $2,119 Shares 31,337 Est. Cost $58.59 Unrealized -8.8%
WFC Wells Fargo & Co New 0.1%
Value ($000) $2,061 Shares 37,923 Est. Cost $27.36 Unrealized +49.2%
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $2,009 Shares 61,421 Est. Cost $38.79 Unrealized
General Electric COM 0.0%
Value ($000) $2,005 Shares 64,350 Est. Cost $23.56 Unrealized
EFA iShares TR MSCI ETF 0.0%
Value ($000) $1,967 Shares 33,498 Est. Cost $59.54 Unrealized
FISV Fiserv Incorporated 0.0%
Value ($000) $1,948 Shares 21,303 Est. Cost $44.59 Unrealized +5.3%
IJR iShares Core S&P Small-Cap 0.0%
Value ($000) $1,942 Shares 17,638 Est. Cost $109.40 Unrealized
Praxair Inc 0.0%
Value ($000) $1,656 Shares 16,173 Est. Cost $117.88 Unrealized
VSS Vanguard FTSE All-World ex-US 0.0%
Value ($000) $1,634 Shares 17,596 Est. Cost $92.86 Unrealized
RWR SPDR Dow Jones US Real Estate 0.0%
Value ($000) $1,563 Shares 17,063 Est. Cost $91.60 Unrealized
Discovery Communications Inc S 0.0%
Value ($000) $1,495 Shares 56,043 Est. Cost $71.94 Unrealized
RWX SPDR Dow Jones Intl Real Estat 0.0%
Value ($000) $1,490 Shares 38,081 Est. Cost $39.13 Unrealized
AMZN Amazon.Com Inc 0.0%
Value ($000) $1,416 Shares 2,095 Est. Cost $13.74 Unrealized +129.4%
SLB Schlumberger Ltd 0.0%
Value ($000) $1,375 Shares 19,716 Est. Cost $58.41 Unrealized -4.0%
Discovery Communications Inc S 0.0%
Value ($000) $1,297 Shares 51,420 Est. Cost $36.61 Unrealized
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $1,256 Shares 32,721 Est. Cost $38.39 Unrealized
Linkedin Corp 0.0%
Value ($000) $968 Shares 4,300 Est. Cost $222.88 Unrealized
Airgas Inc 0.0%
Value ($000) $949 Shares 6,862 Est. Cost $103.90 Unrealized
AAIGF Aia Group Ltd Hong Kong 0.0%
Value ($000) $912 Shares 150,000 Est. Cost $3.80 Unrealized +32.7%
PFE Pfizer Inc COM 0.0%
Value ($000) $875 Shares 27,113 Est. Cost $18.31 Unrealized +11.3%
MDLZ Mondelez International Inc 0.0%
Value ($000) $849 Shares 18,929 Est. Cost $23.41 Unrealized +51.6%
FTNT Fortinet Inc 0.0%
Value ($000) $700 Shares 22,449 Est. Cost $4.37 Unrealized +64.2%
IBM International Business Machs 0.0%
Value ($000) $652 Shares 4,738 Est. Cost $118.13 Unrealized -25.9%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $641 Shares 19,465 Est. Cost $16.76 Unrealized +66.4%
GWW WW Grainger Inc 0.0%
Value ($000) $563 Shares 2,780 Est. Cost $207.46 Unrealized -15.7%
iShares MSCI Japan 0.0%
Value ($000) $558 Shares 45,999 Est. Cost $12.13 Unrealized
SO Southern Co 0.0%
Value ($000) $534 Shares 11,410 Est. Cost $26.98 Unrealized +9.8%
MCD McDonalds Corp 0.0%
Value ($000) $530 Shares 4,483 Est. Cost $71.38 Unrealized +22.2%
DE Deere & Co 0.0%
Value ($000) $505 Shares 6,615 Est. Cost $68.32 Unrealized -4.8%
IWV iShares Russell 3000 Index Fun 0.0%
Value ($000) $502 Shares 4,176 Est. Cost $120.21 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $465 Shares 7,850 Est. Cost $28.30 Unrealized +34.1%
BRK/B Berkshire Hathaway Inc 0.0%
Value ($000) $446 Shares 3,377 Est. Cost $113.56 Unrealized +18.2%
Priceline Grp Inc 0.0%
Value ($000) $446 Shares 350 Est. Cost $1210.12 Unrealized
T AT&T Inc COM 0.0%
Value ($000) $430 Shares 12,491 Est. Cost $11.81 Unrealized +5.2%
MDT Medtronic PLC 0.0%
Value ($000) $421 Shares 5,475 Est. Cost $53.02 Unrealized +10.4%
PM Philip Morris Intl Inc 0.0%
Value ($000) $411 Shares 4,680 Est. Cost $49.20 Unrealized +6.3%
BAC Bank of America Corp 0.0%
Value ($000) $411 Shares 24,424 Est. Cost $13.56 Unrealized 0.0%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $395 Shares 5,738 Est. Cost $31.43 Unrealized +48.5%
SHAK Shake Shack Inc 0.0%
Value ($000) $376 Shares 9,500 Est. Cost $43.89 Unrealized 0.0%
Monsanto Co 0.0%
Value ($000) $356 Shares 3,610 Est. Cost $100.91 Unrealized
CVX Chevron Corp 0.0%
Value ($000) $353 Shares 3,922 Est. Cost $71.26 Unrealized -18.0%
DLTR Dollar Tree Inc 0.0%
Value ($000) $315 Shares 4,085 Est. Cost $49.45 Unrealized +41.4%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $303 Shares 1,194 Est. Cost $221.37 Unrealized
WR Grace 0.0%
Value ($000) $299 Shares 3,000 Est. Cost $91.00 Unrealized
MKC McCormick & Co. - non voting s 0.0%
Value ($000) $293 Shares 3,430 Est. Cost $31.88 Unrealized +9.2%
OII Oceaneering International Inc 0.0%
Value ($000) $263 Shares 7,000 Est. Cost $65.65 Unrealized -34.8%
EQT EQT Corp 0.0%
Value ($000) $261 Shares 5,000 Est. Cost $37.67 Unrealized -18.1%
Walgreen Co 0.0%
Value ($000) $245 Shares 2,876 Est. Cost $76.11 Unrealized
ADSK Autodesk Inc. 0.0%
Value ($000) $244 Shares 4,000 Est. Cost $58.09 Unrealized 0.0%
EMR Emerson Electric Co 0.0%
Value ($000) $238 Shares 4,984 Est. Cost $47.60 Unrealized -23.3%
DHR Danaher Corp 0.0%
Value ($000) $236 Shares 2,537 Est. Cost $25.37 Unrealized +50.6%
TRV Travelers Cos Inc/The 0.0%
Value ($000) $234 Shares 2,075 Est. Cost $63.44 Unrealized +40.1%
MAR Marriot Intl Inc New CL A 0.0%
Value ($000) $220 Shares 3,277 Est. Cost $65.36 Unrealized +0.4%
ROST Ross Stores Inc 0.0%
Value ($000) $206 Shares 3,820 Est. Cost $46.11 Unrealized +0.3%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $202 Shares 3,300 Est. Cost $16.63 Unrealized 0.0%
Ariad Pharmaceuticals 0.0%
Value ($000) $188 Shares 30,000 Est. Cost $17.50 Unrealized
Avanti Mng Inc 0.0%
Value ($000) $4 Shares 90,000 Est. Cost $0.04 Unrealized
Washington Mutual Inc Escrow 0.0%
Value ($000) $0 Shares 34,220 Est. Cost 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
Purespectrum Inc Del 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized