CONGRESS ASSET MANAGEMENT CO /MA Diversified Active

CIK: 0000897378 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $4,129,711 (100.0% shares, 0.0% debt)

Holdings (228)

JBHT JB Hunt Transport Services Inc 2.0%
Value ($000) $83,439 Shares 990,488 Est. Cost $70.08 Unrealized -1.5%
AAPL Apple Inc 1.9%
Value ($000) $78,095 Shares 716,529 Est. Cost $18.96 Unrealized +18.9%
HD Home Depot Inc 1.9%
Value ($000) $76,959 Shares 576,773 Est. Cost $64.13 Unrealized +53.4%
SBUX Starbucks Corp 1.9%
Value ($000) $76,776 Shares 1,286,028 Est. Cost $35.93 Unrealized +31.9%
UNH UnitedHealth Group Inc 1.8%
Value ($000) $72,826 Shares 564,981 Est. Cost $64.76 Unrealized +55.8%
MSFT Microsoft Corp 1.7%
Value ($000) $69,307 Shares 1,254,874 Est. Cost $38.73 Unrealized +19.0%
TJX TJX Companies Inc 1.7%
Value ($000) $68,345 Shares 872,309 Est. Cost $23.33 Unrealized +35.5%
ADBE Adobe Systems Inc 1.6%
Value ($000) $67,407 Shares 718,629 Est. Cost $50.62 Unrealized +71.2%
COST Costco Wholesale Corp 1.5%
Value ($000) $63,776 Shares 404,720 Est. Cost $97.75 Unrealized +30.7%
V Visa Inc 1.5%
Value ($000) $62,995 Shares 823,683 Est. Cost $57.45 Unrealized +18.0%
ITW Illinois Tool Works 1.5%
Value ($000) $61,163 Shares 597,058 Est. Cost $57.32 Unrealized +27.8%
CL Colgate-Palmolive Co 1.4%
Value ($000) $58,813 Shares 832,453 Est. Cost $45.56 Unrealized +16.0%
COR AmerisourceBergen Corp 1.4%
Value ($000) $57,267 Shares 661,667 Est. Cost $45.45 Unrealized +45.7%
ROK Rockwell Automation Inc 1.4%
Value ($000) $56,851 Shares 499,788 Est. Cost $84.90 Unrealized -1.1%
APH Amphenol Corp 1.4%
Value ($000) $56,640 Shares 979,590 Est. Cost $11.52 Unrealized +2.6%
CLX Clorox Company 1.4%
Value ($000) $56,554 Shares 448,628 Est. Cost $83.86 Unrealized +14.6%
ADI Analog Devices Inc 1.4%
Value ($000) $55,987 Shares 945,886 Est. Cost $39.39 Unrealized +11.6%
EL Estee Lauder Companies Cl A 1.3%
Value ($000) $55,733 Shares 590,953 Est. Cost $62.32 Unrealized +26.1%
META Facebook Inc 1.3%
Value ($000) $55,684 Shares 488,025 Est. Cost $102.49 Unrealized +2.2%
DIS Walt Disney Co 1.3%
Value ($000) $55,008 Shares 553,900 Est. Cost $65.56 Unrealized +35.7%
CNI Canadian National Railway Co 1.3%
Value ($000) $54,872 Shares 878,508 Est. Cost $43.91 Unrealized +6.4%
ADP Automatic Data Processing Inc 1.3%
Value ($000) $54,133 Shares 603,419 Est. Cost $62.99 Unrealized +7.5%
ACN Accenture PLC Ireland Cl A 1.3%
Value ($000) $53,717 Shares 465,483 Est. Cost $87.44 Unrealized +0.3%
PPG PPG Industries Inc 1.3%
Value ($000) $53,491 Shares 479,778 Est. Cost $84.07 Unrealized -2.3%
Celgene Corp 1.3%
Value ($000) $52,702 Shares 526,548 Est. Cost $103.72 Unrealized
PYPL Paypal Holdings Inc 1.3%
Value ($000) $52,553 Shares 1,361,472 Est. Cost $35.97 Unrealized +0.2%
PEP Pepsico Inc 1.3%
Value ($000) $52,348 Shares 510,813 Est. Cost $72.43 Unrealized +1.1%
ICE Intercontinental Exchange Inc 1.3%
Value ($000) $52,191 Shares 221,955 Est. Cost $35.95 Unrealized +19.2%
MRK Merck & Co Inc 1.2%
Value ($000) $49,590 Shares 937,250 Est. Cost $39.59 Unrealized -9.0%
Mcgraw Hill Finl Inc 1.2%
Value ($000) $48,598 Shares 490,985 Est. Cost $99.84 Unrealized
ECL Ecolab Inc 1.2%
Value ($000) $48,439 Shares 434,351 Est. Cost $94.92 Unrealized +0.4%
TMO Thermo Fisher Scientific Inc. 1.2%
Value ($000) $48,384 Shares 341,719 Est. Cost $129.50 Unrealized +0.6%
UAA Under Armour Inc Cl A 1.1%
Value ($000) $47,247 Shares 556,957 Est. Cost $30.51 Unrealized +29.3%
GOOGL Alphabet Inc Cl A 1.1%
Value ($000) $46,343 Shares 60,746 Est. Cost $33.22 Unrealized +10.0%
ABT Abbott Laboratories 1.1%
Value ($000) $45,209 Shares 1,080,778 Est. Cost $37.45 Unrealized -11.9%
MCD McDonalds Corp 1.1%
Value ($000) $43,734 Shares 347,975 Est. Cost $93.67 Unrealized +0.3%
CHD Church & Dwight Co 1.0%
Value ($000) $43,002 Shares 466,496 Est. Cost $31.02 Unrealized +23.7%
NTRS Northern Trust Corp 1.0%
Value ($000) $42,577 Shares 653,328 Est. Cost $55.74 Unrealized -14.1%
AYI Acuity Brands Inc Com 1.0%
Value ($000) $41,558 Shares 190,510 Est. Cost $177.61 Unrealized +12.5%
LII Lennox International Inc 1.0%
Value ($000) $40,850 Shares 302,170 Est. Cost $86.24 Unrealized +27.6%
AKAM Akamai Technologies Inc 1.0%
Value ($000) $40,439 Shares 727,717 Est. Cost $69.58 Unrealized -27.0%
EFX Equifax Inc 1.0%
Value ($000) $40,428 Shares 353,728 Est. Cost $68.31 Unrealized +40.3%
HSIC Henry Schein Inc 1.0%
Value ($000) $39,618 Shares 229,494 Est. Cost $46.90 Unrealized +33.1%
TXRH Texas Roadhouse Inc 1.0%
Value ($000) $39,600 Shares 908,674 Est. Cost $24.59 Unrealized +34.0%
JKHY Jack Henry & Associates 0.9%
Value ($000) $38,357 Shares 453,555 Est. Cost $50.17 Unrealized +42.1%
CTAS Cintas Corp 0.9%
Value ($000) $37,081 Shares 412,886 Est. Cost $14.26 Unrealized +36.0%
CRI Carters Inc 0.9%
Value ($000) $36,920 Shares 350,349 Est. Cost $62.92 Unrealized +17.1%
DORM Dorman Products Inc 0.9%
Value ($000) $36,857 Shares 677,271 Est. Cost $48.93 Unrealized -3.0%
IDXX Idexx Labs Corp 0.9%
Value ($000) $36,677 Shares 468,291 Est. Cost $64.81 Unrealized +11.1%
MTD Mettler Toledo International 0.9%
Value ($000) $36,533 Shares 105,966 Est. Cost $287.07 Unrealized +12.1%
GIII G-III Apparel Group, Ltd 0.9%
Value ($000) $36,209 Shares 740,616 Est. Cost $48.24 Unrealized 0.0%
HELE Helen Of Troy Corp Ltd 0.9%
Value ($000) $35,864 Shares 345,876 Est. Cost $93.35 Unrealized 0.0%
SNPS Synopsys Inc 0.9%
Value ($000) $35,790 Shares 738,852 Est. Cost $42.33 Unrealized +4.3%
SNA Snap On Inc 0.9%
Value ($000) $35,477 Shares 225,982 Est. Cost $106.02 Unrealized +14.0%
GGG Graco Inc Com 0.9%
Value ($000) $35,392 Shares 421,540 Est. Cost $21.08 Unrealized +3.9%
RMD Resmed Inc 0.9%
Value ($000) $35,295 Shares 610,430 Est. Cost $50.48 Unrealized 0.0%
IPGP IPG Photonics Corp 0.9%
Value ($000) $35,260 Shares 366,989 Est. Cost $85.80 Unrealized -1.1%
MIDD Middleby Corp 0.8%
Value ($000) $34,902 Shares 326,893 Est. Cost $93.91 Unrealized +0.1%
HAIN Hain Celestial Group Inc. 0.8%
Value ($000) $34,689 Shares 847,932 Est. Cost $47.11 Unrealized -20.3%
SBNY Signature Bank 0.8%
Value ($000) $34,685 Shares 254,813 Est. Cost $114.20 Unrealized
CGNX Cognex Corp 0.8%
Value ($000) $34,225 Shares 878,693 Est. Cost $18.07 Unrealized -10.7%
Cooper Cos Inc 0.8%
Value ($000) $33,819 Shares 219,649 Est. Cost $142.37 Unrealized
CPT Camden Property Trust 0.8%
Value ($000) $33,571 Shares 399,228 Est. Cost $46.48 Unrealized +11.4%
Parexel Intl Corp 0.8%
Value ($000) $33,406 Shares 532,534 Est. Cost $58.83 Unrealized
Ansys Inc 0.8%
Value ($000) $33,346 Shares 372,748 Est. Cost $81.65 Unrealized
Linear Technology Corp 0.8%
Value ($000) $33,266 Shares 746,553 Est. Cost $43.57 Unrealized
IFF International Flavors & Fragra 0.8%
Value ($000) $33,095 Shares 290,896 Est. Cost $86.78 Unrealized +1.1%
BFH Alliance Data Systems Corp 0.8%
Value ($000) $32,971 Shares 149,868 Est. Cost $164.76 Unrealized -8.5%
FFIV F5 Networks Inc 0.8%
Value ($000) $32,877 Shares 310,599 Est. Cost $111.23 Unrealized -13.8%
Scripps Networks Inter-Cl A 0.8%
Value ($000) $32,621 Shares 498,037 Est. Cost $67.68 Unrealized
Core Laboratories NV 0.8%
Value ($000) $31,795 Shares 282,850 Est. Cost $134.44 Unrealized
RHI Robert Half Intl Inc 0.8%
Value ($000) $31,778 Shares 682,224 Est. Cost $51.46 Unrealized -18.6%
B/E Aerospace Inc 0.8%
Value ($000) $31,094 Shares 674,197 Est. Cost $55.37 Unrealized
Foot Locker Inc 0.7%
Value ($000) $30,803 Shares 477,574 Est. Cost $70.65 Unrealized
RJF Raymond James Financial Inc 0.7%
Value ($000) $30,144 Shares 633,152 Est. Cost $28.41 Unrealized -6.8%
FDS Factset Reasearch Systems, Inc 0.7%
Value ($000) $30,042 Shares 198,259 Est. Cost $145.52 Unrealized -7.5%
GOOG Alphabet Inc Cl C 0.6%
Value ($000) $24,875 Shares 33,392 Est. Cost $30.50 Unrealized +16.6%
Cambrex Corp 0.5%
Value ($000) $22,018 Shares 500,419 Est. Cost $44.00 Unrealized
EQIX Equinix Inc 0.5%
Value ($000) $21,174 Shares 64,026 Est. Cost $169.42 Unrealized +48.2%
ZTS Zoetis Inc 0.3%
Value ($000) $13,799 Shares 311,286 Est. Cost $37.75 Unrealized +4.1%
NVDA NVIDIA Corp 0.3%
Value ($000) $13,706 Shares 384,684 Est. Cost $0.51 Unrealized +45.3%
PANW Palo Alto Networks Inc Com 0.3%
Value ($000) $13,026 Shares 79,844 Est. Cost $8.10 Unrealized +203.5%
ACWI iShares MSCI ACWI 0.3%
Value ($000) $12,213 Shares 217,859 Est. Cost $56.06 Unrealized
Du Pont E I De Nemours Co 0.3%
Value ($000) $11,694 Shares 184,680 Est. Cost $52.50 Unrealized
TFX Teleflex Inc 0.3%
Value ($000) $10,995 Shares 70,030 Est. Cost $95.76 Unrealized +37.2%
JC Penney Co 0.3%
Value ($000) $10,436 Shares 943,598 Est. Cost $9.11 Unrealized
AMT American Tower Corp 0.2%
Value ($000) $10,124 Shares 98,891 Est. Cost $63.03 Unrealized +16.1%
Supervalu Inc 0.2%
Value ($000) $9,741 Shares 1,691,139 Est. Cost $7.52 Unrealized
General Electric COM 0.2%
Value ($000) $9,552 Shares 300,478 Est. Cost $30.03 Unrealized
URI United Rentals Inc 0.2%
Value ($000) $9,462 Shares 152,140 Est. Cost $68.55 Unrealized -21.5%
Volkswagen AG- Spons ADR 0.2%
Value ($000) $9,040 Shares 310,987 Est. Cost $30.92 Unrealized
VFC V F Corporation 0.2%
Value ($000) $8,826 Shares 136,293 Est. Cost $50.51 Unrealized +15.0%
Peoples United Financial Inc 0.2%
Value ($000) $8,801 Shares 552,466 Est. Cost $15.05 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $8,618 Shares 79,647 Est. Cost $59.66 Unrealized +32.0%
Diamond Resorts Intl Inc 0.2%
Value ($000) $8,578 Shares 353,013 Est. Cost $23.98 Unrealized
Verifone Sys Inc 0.2%
Value ($000) $8,412 Shares 297,890 Est. Cost $20.32 Unrealized
BAH Booz Allen Hamilton Hldg Corp 0.2%
Value ($000) $8,402 Shares 277,477 Est. Cost $24.12 Unrealized -1.2%
CME CME Group Inc 0.2%
Value ($000) $8,282 Shares 86,227 Est. Cost $47.48 Unrealized +32.7%
DRI Darden Restaurants Inc 0.2%
Value ($000) $7,786 Shares 117,432 Est. Cost $47.83 Unrealized 0.0%
VZ Verizon Communications 0.2%
Value ($000) $7,404 Shares 136,909 Est. Cost $27.14 Unrealized +10.7%
Canadian Pacific Railway Ltd 0.2%
Value ($000) $7,358 Shares 55,452 Est. Cost $127.92 Unrealized
Twenty-First Century Fox Inc C 0.2%
Value ($000) $7,293 Shares 261,573 Est. Cost $32.93 Unrealized
Cyberark Software Ltd 0.2%
Value ($000) $7,205 Shares 169,006 Est. Cost $59.10 Unrealized
ORLY OReilly Automotive Inc 0.2%
Value ($000) $7,167 Shares 26,190 Est. Cost $8.90 Unrealized +91.9%
CVS CVS Corp 0.2%
Value ($000) $7,136 Shares 68,798 Est. Cost $72.97 Unrealized -0.8%
GIS General Mills Inc 0.2%
Value ($000) $6,927 Shares 109,349 Est. Cost $33.78 Unrealized +22.0%
XOM Exxon Mobil Corp 0.2%
Value ($000) $6,885 Shares 82,372 Est. Cost $53.48 Unrealized -2.8%
Starz - A 0.2%
Value ($000) $6,798 Shares 258,199 Est. Cost $26.05 Unrealized
TROW T Rowe Price Group Inc. 0.2%
Value ($000) $6,736 Shares 91,696 Est. Cost $48.71 Unrealized -0.4%
CASY Caseys General Stores Inc 0.2%
Value ($000) $6,723 Shares 59,329 Est. Cost $55.42 Unrealized +87.9%
ULTA Ulta Salon Cosmetics & Fragran 0.2%
Value ($000) $6,694 Shares 34,554 Est. Cost $96.81 Unrealized +80.0%
FRCB First Rep Bk San Francisco Cal 0.2%
Value ($000) $6,401 Shares 96,057 Est. Cost $40.29 Unrealized +51.3%
MA Mastercard Inc. CL-A 0.1%
Value ($000) $6,048 Shares 64,001 Est. Cost $70.94 Unrealized +17.6%
SHW Sherwin Williams 0.1%
Value ($000) $6,001 Shares 21,082 Est. Cost $54.39 Unrealized +46.8%
FICO Fair Isaac Corp 0.1%
Value ($000) $5,948 Shares 56,064 Est. Cost $47.52 Unrealized +99.6%
Hertz Global Holdings Inc 0.1%
Value ($000) $5,916 Shares 561,816 Est. Cost $16.55 Unrealized
PSA Public Storage 0.1%
Value ($000) $5,854 Shares 21,224 Est. Cost $98.10 Unrealized +73.4%
CHKP Check Point Software Tech 0.1%
Value ($000) $5,505 Shares 62,935 Est. Cost $49.95 Unrealized +61.0%
SWKS Skyworks Solutions Inc 0.1%
Value ($000) $5,415 Shares 69,514 Est. Cost $21.73 Unrealized +154.1%
COP Conocophillips 0.1%
Value ($000) $5,375 Shares 133,485 Est. Cost $39.96 Unrealized -29.7%
PSX Phillips 66 0.1%
Value ($000) $5,352 Shares 61,812 Est. Cost $40.34 Unrealized +38.9%
PAYX Paychex Inc 0.1%
Value ($000) $5,344 Shares 98,946 Est. Cost $25.43 Unrealized +47.4%
Buffalo Wild Wings Inc 0.1%
Value ($000) $5,285 Shares 35,682 Est. Cost $104.27 Unrealized
TSCO Tractor Supply Company 0.1%
Value ($000) $5,147 Shares 56,899 Est. Cost $14.32 Unrealized +2.8%
NKE Nike Inc Cl B 0.1%
Value ($000) $5,127 Shares 83,404 Est. Cost $48.62 Unrealized +9.4%
NVO Novo-Nordisk A/S - Spons ADR ( 0.1%
Value ($000) $5,094 Shares 94,009 Est. Cost $50.75 Unrealized
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $4,923 Shares 78,522 Est. Cost $54.64 Unrealized -5.7%
M Macy's Inc. 0.1%
Value ($000) $4,872 Shares 110,508 Est. Cost $43.28 Unrealized -4.5%
PRLB Proto Labs Inc 0.1%
Value ($000) $4,846 Shares 62,862 Est. Cost $55.83 Unrealized +15.6%
AIG American International Group 0.1%
Value ($000) $4,844 Shares 89,621 Est. Cost $33.44 Unrealized +25.9%
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $4,495 Shares 32,287 Est. Cost $123.89 Unrealized
AMGN Amgen Inc Com 0.1%
Value ($000) $4,484 Shares 29,910 Est. Cost $86.35 Unrealized +28.3%
Stericycle Inc 0.1%
Value ($000) $4,344 Shares 34,424 Est. Cost $139.22 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $4,216 Shares 39,293 Est. Cost $86.08 Unrealized +2.4%
KO Coca Cola Co 0.1%
Value ($000) $4,145 Shares 89,356 Est. Cost $28.32 Unrealized +12.5%
ILMN Illumina Incorporated 0.1%
Value ($000) $4,128 Shares 25,465 Est. Cost $191.14 Unrealized -20.0%
GNTX Gentex Corp 0.1%
Value ($000) $3,803 Shares 242,390 Est. Cost $17.47 Unrealized -16.7%
INTC Intel Corp 0.1%
Value ($000) $3,802 Shares 117,539 Est. Cost $19.66 Unrealized +24.1%
IVV iShares Core S&P 500 0.1%
Value ($000) $3,802 Shares 18,399 Est. Cost $204.89 Unrealized
NEE Nextera Energy Inc 0.1%
Value ($000) $3,679 Shares 31,088 Est. Cost $16.29 Unrealized +33.8%
GILD Gilead Sciences Inc COM 0.1%
Value ($000) $3,664 Shares 39,890 Est. Cost $75.59 Unrealized -16.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $3,635 Shares 71,088 Est. Cost $44.86 Unrealized -17.7%
MMM 3M Co 0.1%
Value ($000) $3,599 Shares 21,599 Est. Cost $71.65 Unrealized +29.5%
Harris Corp 0.1%
Value ($000) $3,558 Shares 45,702 Est. Cost $86.46 Unrealized
TRMB Trimble Navigation Ltd 0.1%
Value ($000) $3,520 Shares 141,933 Est. Cost $24.80 Unrealized -11.0%
UNP Union Pacific Corp 0.1%
Value ($000) $3,401 Shares 42,755 Est. Cost $84.60 Unrealized -26.7%
CSCO Cisco Systems, Inc 0.1%
Value ($000) $3,390 Shares 119,085 Est. Cost $16.76 Unrealized +13.1%
UPS United Parcel Service 0.1%
Value ($000) $3,267 Shares 30,975 Est. Cost $61.04 Unrealized +10.9%
BR Broadridge Financial Solutions 0.1%
Value ($000) $3,213 Shares 54,170 Est. Cost $44.51 Unrealized +3.4%
Vista Outdoor Inc 0.1%
Value ($000) $3,211 Shares 61,857 Est. Cost $44.92 Unrealized
Hollyfrontier Corp 0.1%
Value ($000) $3,132 Shares 88,682 Est. Cost $46.79 Unrealized
JPM J P Morgan Chase & Co 0.1%
Value ($000) $3,103 Shares 52,391 Est. Cost $41.02 Unrealized +9.4%
NSRGY Nestle S A 0.1%
Value ($000) $3,087 Shares 41,147 Est. Cost $68.91 Unrealized
NSC Norfolk Southn Corp 0.1%
Value ($000) $2,994 Shares 35,965 Est. Cost $59.20 Unrealized +3.9%
OMC Omnicom Group Inc 0.1%
Value ($000) $2,908 Shares 34,940 Est. Cost $52.39 Unrealized +2.6%
SJM Smuckers JM Co 0.1%
Value ($000) $2,772 Shares 21,349 Est. Cost $93.46 Unrealized 0.0%
Time Warner Inc 0.1%
Value ($000) $2,669 Shares 36,783 Est. Cost $68.74 Unrealized
NVS Novartis A G 0.1%
Value ($000) $2,547 Shares 35,159 Est. Cost $80.62 Unrealized
QLYS Qualys Inc 0.1%
Value ($000) $2,470 Shares 97,591 Est. Cost $21.34 Unrealized +21.5%
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $2,383 Shares 16,526 Est. Cost $139.61 Unrealized
MET MetLife Inc 0.1%
Value ($000) $2,357 Shares 53,647 Est. Cost $32.40 Unrealized -17.5%
OXY Occidental Petroleum Corp 0.1%
Value ($000) $2,339 Shares 34,176 Est. Cost $57.91 Unrealized -13.0%
PG Procter & Gamble Co 0.1%
Value ($000) $2,307 Shares 28,025 Est. Cost $55.00 Unrealized +12.1%
China Mobile Ltd Sponsored ADR 0.1%
Value ($000) $2,190 Shares 39,499 Est. Cost $50.47 Unrealized
FISV Fiserv Incorporated 0.1%
Value ($000) $2,185 Shares 21,296 Est. Cost $44.59 Unrealized +6.3%
IEMG iShares Core MSCI Emerging Mar 0.1%
Value ($000) $2,164 Shares 52,006 Est. Cost $39.39 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $2,124 Shares 61,421 Est. Cost $38.79 Unrealized
WSM Williams Sonoma Inc 0.0%
Value ($000) $2,011 Shares 36,745 Est. Cost $29.40 Unrealized -27.2%
EFA iShares MSCI EAFE 0.0%
Value ($000) $1,883 Shares 32,934 Est. Cost $59.54 Unrealized
Discovery Communications Inc S 0.0%
Value ($000) $1,692 Shares 59,113 Est. Cost $69.69 Unrealized
IJR iShares Core S&P Small-Cap 0.0%
Value ($000) $1,646 Shares 14,622 Est. Cost $109.40 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $1,645 Shares 34,025 Est. Cost $27.36 Unrealized +35.6%
Praxair Inc 0.0%
Value ($000) $1,482 Shares 12,953 Est. Cost $117.88 Unrealized
VSS Vanguard FTSE All-World ex-US 0.0%
Value ($000) $1,446 Shares 15,489 Est. Cost $92.86 Unrealized
RWR SPDR Dow Jones US Real Estate 0.0%
Value ($000) $1,396 Shares 14,669 Est. Cost $91.60 Unrealized
Discovery Communications Inc S 0.0%
Value ($000) $1,394 Shares 51,627 Est. Cost $36.61 Unrealized
RWX SPDR Dow Jones Intl Real Estat 0.0%
Value ($000) $1,387 Shares 33,452 Est. Cost $39.13 Unrealized
AMZN Amazon.Com Inc 0.0%
Value ($000) $1,223 Shares 2,060 Est. Cost $13.74 Unrealized +106.5%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $924 Shares 23,561 Est. Cost $38.39 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $897 Shares 12,158 Est. Cost $58.41 Unrealized -9.0%
PFE Pfizer Inc COM 0.0%
Value ($000) $868 Shares 29,297 Est. Cost $18.33 Unrealized +1.9%
MDLZ Mondelez International Inc 0.0%
Value ($000) $840 Shares 20,937 Est. Cost $24.27 Unrealized +33.5%
AAIGF Aia Group Ltd Hong Kong 0.0%
Value ($000) $839 Shares 150,000 Est. Cost $3.80 Unrealized +18.3%
United Technologies 0.0%
Value ($000) $791 Shares 7,905 Est. Cost $96.18 Unrealized
CAT Caterpillar Inc COM 0.0%
Value ($000) $704 Shares 9,197 Est. Cost $63.10 Unrealized -15.9%
IBM International Business Machs 0.0%
Value ($000) $635 Shares 4,193 Est. Cost $118.13 Unrealized -28.8%
T AT&T Inc COM 0.0%
Value ($000) $609 Shares 15,554 Est. Cost $12.21 Unrealized +13.3%
IWF iShares Russell 1000 Growth In 0.0%
Value ($000) $574 Shares 5,757 Est. Cost $97.19 Unrealized
SO Southern Co 0.0%
Value ($000) $571 Shares 11,035 Est. Cost $26.98 Unrealized +19.4%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $564 Shares 2,746 Est. Cost $190.20 Unrealized
BRK/B Berkshire Hathaway Inc 0.0%
Value ($000) $552 Shares 3,892 Est. Cost $116.08 Unrealized +14.2%
MDT Medtronic PLC 0.0%
Value ($000) $519 Shares 6,915 Est. Cost $54.24 Unrealized +8.6%
BF/B Brown-Forman Corp Cl B 0.0%
Value ($000) $505 Shares 5,133 Est. Cost $28.16 Unrealized +15.0%
Cerner Corp 0.0%
Value ($000) $504 Shares 9,519 Est. Cost $62.77 Unrealized
SHAK Shake Shack Inc 0.0%
Value ($000) $504 Shares 13,500 Est. Cost $41.55 Unrealized -13.4%
Linkedin Corp 0.0%
Value ($000) $492 Shares 4,300 Est. Cost $222.88 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $490 Shares 16,000 Est. Cost $4.37 Unrealized +26.2%
PM Philip Morris Intl Inc 0.0%
Value ($000) $459 Shares 4,680 Est. Cost $49.20 Unrealized +13.6%
ABBV AbbVie Inc 0.0%
Value ($000) $448 Shares 7,850 Est. Cost $28.30 Unrealized +31.2%
Abiomed Inc 0.0%
Value ($000) $398 Shares 4,200 Est. Cost $94.76 Unrealized
Priceline Grp Inc 0.0%
Value ($000) $394 Shares 306 Est. Cost $1210.12 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $394 Shares 14,077 Est. Cost $16.76 Unrealized +39.1%
CVX Chevron Corp 0.0%
Value ($000) $385 Shares 4,037 Est. Cost $70.87 Unrealized -19.0%
BAC Bank of America Corp 0.0%
Value ($000) $370 Shares 27,341 Est. Cost $13.27 Unrealized -18.2%
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $361 Shares 5,646 Est. Cost $31.43 Unrealized +42.5%
EQT EQT Corp 0.0%
Value ($000) $336 Shares 5,000 Est. Cost $37.67 Unrealized -21.9%
MKC McCormick & Co. - non voting s 0.0%
Value ($000) $332 Shares 3,338 Est. Cost $31.88 Unrealized +16.9%
E-Tracs Alerian MLP ETN 0.0%
Value ($000) $326 Shares 19,168 Est. Cost $18.22 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $314 Shares 1,194 Est. Cost $221.37 Unrealized
DE Deere & Co 0.0%
Value ($000) $294 Shares 3,815 Est. Cost $68.32 Unrealized -3.0%
EOG EOG Res Inc 0.0%
Value ($000) $269 Shares 3,708 Est. Cost $62.79 Unrealized -18.7%
TRV Travelers Cos Inc/The 0.0%
Value ($000) $242 Shares 2,075 Est. Cost $63.44 Unrealized +38.4%
DHR Danaher Corp 0.0%
Value ($000) $238 Shares 2,507 Est. Cost $25.37 Unrealized +43.7%
EMR Emerson Electric Co 0.0%
Value ($000) $238 Shares 4,385 Est. Cost $47.60 Unrealized -21.5%
MAR Marriot Intl Inc New CL A 0.0%
Value ($000) $233 Shares 3,277 Est. Cost $65.36 Unrealized -8.9%
ADSK Autodesk Inc. 0.0%
Value ($000) $233 Shares 4,000 Est. Cost $58.09 Unrealized -10.2%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $226 Shares 3,300 Est. Cost $16.63 Unrealized +10.1%
Walgreen Co 0.0%
Value ($000) $225 Shares 2,676 Est. Cost $76.11 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $221 Shares 3,820 Est. Cost $46.11 Unrealized +9.2%
PNC PNC Finl Svcs Grp Inc 0.0%
Value ($000) $215 Shares 2,539 Est. Cost $59.76 Unrealized +3.7%
WR Grace 0.0%
Value ($000) $214 Shares 3,000 Est. Cost $91.00 Unrealized
Yahoo Inc 0.0%
Value ($000) $204 Shares 5,533 Est. Cost $36.87 Unrealized
Ariad Pharmaceuticals 0.0%
Value ($000) $192 Shares 30,000 Est. Cost $17.50 Unrealized
Avanti Mng Inc 0.0%
Value ($000) $4 Shares 90,000 Est. Cost $0.04 Unrealized
AdZone Research, Inc. 0.0%
Value ($000) $0 Shares 318,000 Est. Cost Unrealized
Podzinger Corp 0.0%
Value ($000) $0 Shares 1,000,000 Est. Cost 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