CONGRESS ASSET MANAGEMENT CO /MA Diversified Active

CIK: 0000897378 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 4, 2016

Total Value ($000): $4,330,618 (100.0% shares, 0.0% debt)

Holdings (225)

JBHT JB Hunt Transport Services Inc 1.9%
Value ($000) $83,524 Shares 1,032,049 Est. Cost $70.30 Unrealized +7.3%
UNH UnitedHealth Group Inc 1.7%
Value ($000) $74,339 Shares 526,477 Est. Cost $64.76 Unrealized +76.3%
SBUX Starbucks Corp 1.6%
Value ($000) $71,155 Shares 1,245,707 Est. Cost $35.93 Unrealized +29.3%
HD Home Depot Inc 1.6%
Value ($000) $70,992 Shares 555,974 Est. Cost $64.13 Unrealized +63.7%
AAPL Apple Inc 1.6%
Value ($000) $67,174 Shares 702,652 Est. Cost $18.96 Unrealized +19.3%
ADBE Adobe Systems Inc 1.5%
Value ($000) $65,267 Shares 681,360 Est. Cost $50.62 Unrealized +89.8%
TJX TJX Companies Inc 1.5%
Value ($000) $64,801 Shares 839,066 Est. Cost $23.33 Unrealized +42.9%
COST Costco Wholesale Corp 1.4%
Value ($000) $62,355 Shares 397,067 Est. Cost $97.75 Unrealized +31.0%
V Visa Inc 1.4%
Value ($000) $61,051 Shares 823,119 Est. Cost $57.45 Unrealized +27.4%
ITW Illinois Tool Works 1.4%
Value ($000) $60,055 Shares 576,568 Est. Cost $57.32 Unrealized +45.3%
CLX Clorox Company 1.4%
Value ($000) $60,037 Shares 433,823 Est. Cost $83.86 Unrealized +17.7%
CL Colgate-Palmolive Co 1.4%
Value ($000) $59,513 Shares 813,013 Est. Cost $45.56 Unrealized +24.9%
ROK Rockwell Automation Inc 1.3%
Value ($000) $56,361 Shares 490,862 Est. Cost $84.90 Unrealized +12.4%
META Facebook Inc 1.3%
Value ($000) $55,115 Shares 482,281 Est. Cost $102.49 Unrealized +11.6%
ICE Intercontinental Exchange Inc 1.3%
Value ($000) $55,059 Shares 215,109 Est. Cost $35.95 Unrealized +24.1%
APH Amphenol Corp 1.3%
Value ($000) $54,782 Shares 955,559 Est. Cost $11.52 Unrealized +13.9%
ADP Automatic Data Processing Inc 1.3%
Value ($000) $54,324 Shares 591,311 Est. Cost $62.99 Unrealized +13.9%
SYK Stryker Corp 1.3%
Value ($000) $54,238 Shares 452,624 Est. Cost $99.09 Unrealized +1.2%
PEP Pepsico Inc 1.2%
Value ($000) $53,247 Shares 502,610 Est. Cost $72.43 Unrealized +6.4%
MRK Merck & Co Inc 1.2%
Value ($000) $53,064 Shares 921,090 Est. Cost $39.59 Unrealized -0.3%
DIS Walt Disney Co 1.2%
Value ($000) $52,897 Shares 540,757 Est. Cost $65.56 Unrealized +40.6%
ADI Analog Devices Inc 1.2%
Value ($000) $52,553 Shares 927,837 Est. Cost $39.39 Unrealized +20.7%
ACN Accenture PLC Ireland Cl A 1.2%
Value ($000) $51,840 Shares 457,584 Est. Cost $87.44 Unrealized +14.2%
EA Electronic Arts Inc 1.2%
Value ($000) $51,744 Shares 682,998 Est. Cost $68.44 Unrealized 0.0%
EL Estee Lauder Companies Cl A 1.2%
Value ($000) $51,543 Shares 566,278 Est. Cost $62.32 Unrealized +32.4%
CHD Church & Dwight Co 1.2%
Value ($000) $51,261 Shares 498,208 Est. Cost $31.75 Unrealized +34.1%
SPGI S&P Global 1.2%
Value ($000) $51,216 Shares 477,493 Est. Cost $96.34 Unrealized 0.0%
ECL Ecolab Inc 1.2%
Value ($000) $51,197 Shares 431,679 Est. Cost $94.92 Unrealized +10.5%
Celgene Corp 1.2%
Value ($000) $50,725 Shares 514,294 Est. Cost $103.72 Unrealized
CNI Canadian National Railway Co 1.2%
Value ($000) $50,533 Shares 855,622 Est. Cost $43.91 Unrealized +15.1%
CCI Crown Castle International Cor 1.2%
Value ($000) $49,830 Shares 491,274 Est. Cost $60.68 Unrealized 0.0%
SLB Schlumberger Ltd 1.1%
Value ($000) $49,600 Shares 627,207 Est. Cost $58.24 Unrealized -0.0%
TMO Thermo Fisher Scientific Inc. 1.1%
Value ($000) $49,580 Shares 335,544 Est. Cost $129.50 Unrealized +10.9%
PPG PPG Industries Inc 1.1%
Value ($000) $48,695 Shares 467,548 Est. Cost $84.07 Unrealized +8.9%
PYPL Paypal Holdings Inc 1.1%
Value ($000) $48,677 Shares 1,333,256 Est. Cost $35.97 Unrealized +6.0%
AYI Acuity Brands Inc Com 1.1%
Value ($000) $48,473 Shares 195,486 Est. Cost $179.25 Unrealized +35.0%
EFX Equifax Inc 1.1%
Value ($000) $46,873 Shares 365,051 Est. Cost $69.63 Unrealized +58.9%
LII Lennox International Inc 1.1%
Value ($000) $45,918 Shares 322,008 Est. Cost $88.48 Unrealized +38.5%
HAIN Hain Celestial Group Inc. 1.0%
Value ($000) $45,190 Shares 908,350 Est. Cost $47.05 Unrealized -1.6%
CTAS Cintas Corp 1.0%
Value ($000) $45,131 Shares 459,909 Est. Cost $14.93 Unrealized +39.4%
JKHY Jack Henry & Associates 1.0%
Value ($000) $44,052 Shares 504,783 Est. Cost $52.64 Unrealized +41.5%
DORM Dorman Products Inc 1.0%
Value ($000) $43,187 Shares 755,020 Est. Cost $49.43 Unrealized +8.7%
HSIC Henry Schein Inc 1.0%
Value ($000) $42,890 Shares 242,589 Est. Cost $48.01 Unrealized +40.8%
NTRS Northern Trust Corp 1.0%
Value ($000) $42,858 Shares 646,816 Est. Cost $55.74 Unrealized -4.0%
SNPS Synopsys Inc 1.0%
Value ($000) $42,821 Shares 791,816 Est. Cost $42.85 Unrealized +17.0%
RMD Resmed Inc 1.0%
Value ($000) $42,342 Shares 669,657 Est. Cost $50.68 Unrealized +4.2%
GOOGL Alphabet Inc Cl A 1.0%
Value ($000) $42,011 Shares 59,715 Est. Cost $33.22 Unrealized +9.6%
TXRH Texas Roadhouse Inc 1.0%
Value ($000) $41,987 Shares 920,771 Est. Cost $24.77 Unrealized +52.3%
Cooper Cos Inc 1.0%
Value ($000) $41,898 Shares 244,205 Est. Cost $145.30 Unrealized
MCD McDonalds Corp 1.0%
Value ($000) $41,882 Shares 348,027 Est. Cost $93.67 Unrealized +5.9%
CRI Carters Inc 1.0%
Value ($000) $41,718 Shares 391,831 Est. Cost $64.68 Unrealized +23.1%
CGNX Cognex Corp 1.0%
Value ($000) $41,591 Shares 964,985 Est. Cost $18.12 Unrealized +3.0%
AKAM Akamai Technologies Inc 0.9%
Value ($000) $40,943 Shares 732,036 Est. Cost $69.58 Unrealized -24.4%
MIDD Middleby Corp 0.9%
Value ($000) $40,710 Shares 353,229 Est. Cost $95.46 Unrealized +20.2%
MTD Mettler Toledo International 0.9%
Value ($000) $40,639 Shares 111,363 Est. Cost $290.87 Unrealized +25.6%
Cambrex Corp 0.9%
Value ($000) $40,616 Shares 785,158 Est. Cost $46.80 Unrealized
CPT Camden Property Trust 0.9%
Value ($000) $40,488 Shares 457,908 Est. Cost $47.84 Unrealized +19.4%
SNA Snap On Inc 0.9%
Value ($000) $40,433 Shares 256,197 Est. Cost $108.36 Unrealized +16.1%
HELE Helen Of Troy Corp Ltd 0.9%
Value ($000) $40,032 Shares 389,269 Est. Cost $94.20 Unrealized +7.1%
IFF International Flavors & Fragra 0.9%
Value ($000) $39,628 Shares 314,331 Est. Cost $87.58 Unrealized +11.3%
GIII G-III Apparel Group Ltd 0.9%
Value ($000) $39,231 Shares 858,062 Est. Cost $47.52 Unrealized -9.5%
Parexel Intl Corp 0.9%
Value ($000) $39,064 Shares 621,254 Est. Cost $59.41 Unrealized
VCA Antech Inc 0.9%
Value ($000) $38,961 Shares 576,268 Est. Cost $67.61 Unrealized
Core Laboratories NV 0.9%
Value ($000) $38,764 Shares 312,890 Est. Cost $133.43 Unrealized
Linear Technology Corp 0.9%
Value ($000) $38,668 Shares 831,032 Est. Cost $43.87 Unrealized
FFIV F5 Networks Inc 0.9%
Value ($000) $38,597 Shares 339,047 Est. Cost $110.92 Unrealized -3.1%
MANH Manhattan Assocs Inc 0.9%
Value ($000) $37,692 Shares 587,749 Est. Cost $62.32 Unrealized 0.0%
MAS Masco Corp Com 0.9%
Value ($000) $36,998 Shares 1,195,805 Est. Cost $27.32 Unrealized 0.0%
SBNY Signature Bank 0.8%
Value ($000) $36,778 Shares 294,416 Est. Cost $115.64 Unrealized
FDS Factset Reasearch Systems Inc 0.8%
Value ($000) $36,678 Shares 227,219 Est. Cost $144.81 Unrealized -3.4%
G Genpact Limited 0.8%
Value ($000) $36,077 Shares 1,344,159 Est. Cost $24.88 Unrealized 0.0%
Scripps Networks Inter-Cl A 0.8%
Value ($000) $35,888 Shares 576,333 Est. Cost $66.94 Unrealized
UAA Under Armour Inc Cl A 0.8%
Value ($000) $35,568 Shares 886,317 Est. Cost $34.02 Unrealized +17.4%
RJF Raymond James Financial Inc 0.8%
Value ($000) $34,806 Shares 706,010 Est. Cost $28.54 Unrealized +3.8%
B/E Aerospace Inc 0.8%
Value ($000) $34,768 Shares 752,964 Est. Cost $54.41 Unrealized
IPGP IPG Photonics Corp 0.8%
Value ($000) $34,619 Shares 432,742 Est. Cost $86.12 Unrealized +2.1%
Foot Locker Inc 0.8%
Value ($000) $32,687 Shares 595,817 Est. Cost $67.52 Unrealized
RHI Robert Half Intl Inc 0.7%
Value ($000) $31,544 Shares 826,627 Est. Cost $49.61 Unrealized -17.6%
GOOG Alphabet Inc Cl C 0.5%
Value ($000) $21,219 Shares 30,659 Est. Cost $30.50 Unrealized +16.9%
ZTS Zoetis Inc 0.3%
Value ($000) $13,802 Shares 290,811 Est. Cost $37.75 Unrealized +16.2%
E-Tracs Alerian MLP ETN 0.3%
Value ($000) $13,323 Shares 667,141 Est. Cost $19.92 Unrealized
Du Pont E I De Nemours Co 0.3%
Value ($000) $11,957 Shares 184,518 Est. Cost $52.50 Unrealized
NVDA NVIDIA Corp 0.3%
Value ($000) $11,869 Shares 252,486 Est. Cost $0.51 Unrealized +97.1%
TFX Teleflex Inc 0.2%
Value ($000) $10,546 Shares 59,480 Est. Cost $95.76 Unrealized +60.7%
IEMG iShares Core MSCI Emerging Mar 0.2%
Value ($000) $10,371 Shares 247,877 Est. Cost $41.33 Unrealized
JNJ Johnson & Johnson 0.2%
Value ($000) $9,725 Shares 80,171 Est. Cost $59.66 Unrealized +45.9%
AMT American Tower Corp 0.2%
Value ($000) $9,654 Shares 84,973 Est. Cost $63.03 Unrealized +32.9%
Diamond Resorts Intl Inc 0.2%
Value ($000) $9,595 Shares 320,269 Est. Cost $23.98 Unrealized
EQIX Equinix Inc 0.2%
Value ($000) $8,997 Shares 23,205 Est. Cost $169.42 Unrealized +71.1%
URI United Rentals Inc 0.2%
Value ($000) $8,687 Shares 129,457 Est. Cost $68.55 Unrealized -7.7%
CME CME Group Inc 0.2%
Value ($000) $8,645 Shares 88,760 Est. Cost $48.00 Unrealized +37.2%
VFC V F Corporation 0.2%
Value ($000) $8,639 Shares 140,502 Est. Cost $50.77 Unrealized +16.5%
General Electric COM 0.2%
Value ($000) $8,634 Shares 274,284 Est. Cost $30.03 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $8,531 Shares 91,009 Est. Cost $53.89 Unrealized +7.3%
ULTA Ulta Salon Cosmetics & Fragran 0.2%
Value ($000) $8,421 Shares 34,565 Est. Cost $96.81 Unrealized +124.9%
PANW Palo Alto Networks Inc Com 0.2%
Value ($000) $8,307 Shares 67,733 Est. Cost $8.10 Unrealized +185.9%
Abiomed Inc 0.2%
Value ($000) $8,227 Shares 75,276 Est. Cost $108.48 Unrealized
CASY Caseys General Stores Inc 0.2%
Value ($000) $7,813 Shares 59,408 Est. Cost $55.42 Unrealized +95.3%
VZ Verizon Communications 0.2%
Value ($000) $7,780 Shares 139,335 Est. Cost $27.22 Unrealized +15.6%
BAH Booz Allen Hamilton Hldg Corp 0.2%
Value ($000) $7,778 Shares 262,425 Est. Cost $24.12 Unrealized -0.5%
GIS General Mills Inc 0.2%
Value ($000) $7,653 Shares 107,303 Est. Cost $33.78 Unrealized +34.6%
MSFT Microsoft Corp 0.2%
Value ($000) $7,412 Shares 144,857 Est. Cost $38.73 Unrealized +18.7%
JC Penney Co 0.2%
Value ($000) $7,361 Shares 828,954 Est. Cost $9.11 Unrealized
Cyberark Software Ltd 0.2%
Value ($000) $7,332 Shares 150,885 Est. Cost $59.10 Unrealized
Surgical Care Affiliates Inc. 0.2%
Value ($000) $7,221 Shares 151,489 Est. Cost $47.67 Unrealized
Volkswagen AG- Spons ADR 0.2%
Value ($000) $7,178 Shares 268,303 Est. Cost $30.92 Unrealized
Peoples United Financial Inc 0.2%
Value ($000) $7,151 Shares 487,767 Est. Cost $15.05 Unrealized
Starz - A 0.2%
Value ($000) $7,026 Shares 234,827 Est. Cost $26.05 Unrealized
CVS CVS Corp 0.2%
Value ($000) $6,988 Shares 72,986 Est. Cost $73.06 Unrealized +2.0%
ORLY OReilly Automotive Inc 0.2%
Value ($000) $6,980 Shares 25,747 Est. Cost $8.90 Unrealized +98.7%
Interxion Holding N.V 0.2%
Value ($000) $6,858 Shares 185,950 Est. Cost $36.88 Unrealized
Baker Hughes Inc 0.2%
Value ($000) $6,852 Shares 151,834 Est. Cost $45.13 Unrealized
TROW T Rowe Price Group Inc. 0.2%
Value ($000) $6,826 Shares 93,549 Est. Cost $48.79 Unrealized +7.4%
RWR SPDR Dow Jones US Real Estate 0.2%
Value ($000) $6,752 Shares 67,912 Est. Cost $97.73 Unrealized
DRI Darden Restaurants Inc 0.2%
Value ($000) $6,727 Shares 106,199 Est. Cost $47.83 Unrealized +4.1%
VSS Vanguard FTSE All-World ex-US 0.2%
Value ($000) $6,710 Shares 72,082 Est. Cost $93.04 Unrealized
UA Under Armour Class C 0.2%
Value ($000) $6,643 Shares 182,503 Est. Cost $37.40 Unrealized 0.0%
Canadian Pacific Railway Ltd 0.2%
Value ($000) $6,552 Shares 50,871 Est. Cost $127.92 Unrealized
FRCB First Rep Bk San Francisco Cal 0.1%
Value ($000) $6,485 Shares 92,651 Est. Cost $40.29 Unrealized +63.9%
Twenty-First Century Fox Inc C 0.1%
Value ($000) $6,477 Shares 239,458 Est. Cost $32.93 Unrealized
RWX SPDR Dow Jones Intl Real Estat 0.1%
Value ($000) $6,268 Shares 151,225 Est. Cost $40.93 Unrealized
FICO Fair Isaac Corp 0.1%
Value ($000) $6,155 Shares 54,461 Est. Cost $47.52 Unrealized +128.2%
SHW Sherwin Williams 0.1%
Value ($000) $6,146 Shares 20,929 Est. Cost $54.39 Unrealized +63.9%
PAYX Paychex Inc 0.1%
Value ($000) $5,934 Shares 99,723 Est. Cost $25.43 Unrealized +57.9%
COP Conocophillips 0.1%
Value ($000) $5,729 Shares 131,400 Est. Cost $39.96 Unrealized -17.9%
MA Mastercard Inc. CL-A 0.1%
Value ($000) $5,564 Shares 63,181 Est. Cost $70.94 Unrealized +27.2%
PSA Public Storage 0.1%
Value ($000) $5,419 Shares 21,201 Est. Cost $98.10 Unrealized +77.6%
TSCO Tractor Supply Company 0.1%
Value ($000) $5,267 Shares 57,767 Est. Cost $14.35 Unrealized +11.7%
CHKP Check Point Software Tech 0.1%
Value ($000) $5,049 Shares 63,360 Est. Cost $49.95 Unrealized +67.6%
Verifone Sys Inc 0.1%
Value ($000) $5,048 Shares 272,298 Est. Cost $20.32 Unrealized
NVO Novo-Nordisk A/S - Spons ADR ( 0.1%
Value ($000) $4,961 Shares 92,245 Est. Cost $50.75 Unrealized
PSX Phillips 66 0.1%
Value ($000) $4,903 Shares 61,800 Est. Cost $40.34 Unrealized +40.6%
IVV iShares Core S&P 500 0.1%
Value ($000) $4,826 Shares 22,924 Est. Cost $206.00 Unrealized
ALGN Align Technology Inc 0.1%
Value ($000) $4,799 Shares 59,576 Est. Cost $76.47 Unrealized 0.0%
NKE Nike Inc Cl B 0.1%
Value ($000) $4,665 Shares 84,519 Est. Cost $48.64 Unrealized +3.4%
AMGN Amgen Inc Com 0.1%
Value ($000) $4,659 Shares 30,624 Est. Cost $87.06 Unrealized +34.0%
Cantel Medical Corp COM 0.1%
Value ($000) $4,608 Shares 67,042 Est. Cost $68.73 Unrealized
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $4,555 Shares 79,581 Est. Cost $54.62 Unrealized -1.9%
SWKS Skyworks Solutions Inc 0.1%
Value ($000) $4,504 Shares 71,177 Est. Cost $22.52 Unrealized +146.7%
KO Coca Cola Co 0.1%
Value ($000) $4,116 Shares 90,807 Est. Cost $28.40 Unrealized +17.3%
CMG Chipotle Mexican Grill Inc 0.1%
Value ($000) $4,110 Shares 10,205 Est. Cost $8.69 Unrealized 0.0%
NEE Nextera Energy Inc 0.1%
Value ($000) $4,068 Shares 31,200 Est. Cost $16.29 Unrealized +44.2%
Alexion Pharmaceuticals Inc 0.1%
Value ($000) $4,031 Shares 34,525 Est. Cost $123.42 Unrealized
MMM 3M Co 0.1%
Value ($000) $3,947 Shares 22,540 Est. Cost $72.94 Unrealized +40.5%
INTC Intel Corp 0.1%
Value ($000) $3,921 Shares 119,539 Est. Cost $19.75 Unrealized +27.2%
Harris Corp 0.1%
Value ($000) $3,909 Shares 46,846 Est. Cost $86.39 Unrealized
ILMN Illumina Incorporated 0.1%
Value ($000) $3,791 Shares 27,006 Est. Cost $188.34 Unrealized -24.6%
GNTX Gentex Corp 0.1%
Value ($000) $3,790 Shares 245,280 Est. Cost $17.46 Unrealized -9.0%
Stericycle Inc 0.1%
Value ($000) $3,719 Shares 35,715 Est. Cost $137.95 Unrealized
PRLB Proto Labs Inc 0.1%
Value ($000) $3,718 Shares 64,589 Est. Cost $56.13 Unrealized +18.9%
UNP Union Pacific Corp 0.1%
Value ($000) $3,715 Shares 42,581 Est. Cost $84.60 Unrealized -19.3%
TRMB Trimble Navigation Ltd 0.1%
Value ($000) $3,617 Shares 148,481 Est. Cost $24.81 Unrealized +0.9%
BR Broadridge Financial Solutions 0.1%
Value ($000) $3,605 Shares 55,287 Est. Cost $44.67 Unrealized +17.6%
GILD Gilead Sciences Inc COM 0.1%
Value ($000) $3,566 Shares 42,750 Est. Cost $74.73 Unrealized -16.0%
CSCO Cisco Systems, Inc 0.1%
Value ($000) $3,564 Shares 124,225 Est. Cost $16.92 Unrealized +23.2%
UPS United Parcel Service 0.1%
Value ($000) $3,545 Shares 32,906 Est. Cost $61.75 Unrealized +18.4%
SJM Smuckers JM Co 0.1%
Value ($000) $3,524 Shares 23,123 Est. Cost $93.89 Unrealized +5.6%
JPM J P Morgan Chase & Co 0.1%
Value ($000) $3,355 Shares 53,983 Est. Cost $41.23 Unrealized +17.2%
NSRGY Nestle S A 0.1%
Value ($000) $3,328 Shares 43,148 Est. Cost $69.30 Unrealized
NSC Norfolk Southn Corp 0.1%
Value ($000) $3,297 Shares 38,724 Est. Cost $59.95 Unrealized +16.3%
QCOM Qualcomm Inc 0.1%
Value ($000) $3,296 Shares 61,524 Est. Cost $44.86 Unrealized -10.2%
OMC Omnicom Group Inc 0.1%
Value ($000) $3,114 Shares 38,218 Est. Cost $53.01 Unrealized +12.5%
IEV iShares Europe 0.1%
Value ($000) $3,056 Shares 80,865 Est. Cost $37.79 Unrealized
QLYS Qualys Inc 0.1%
Value ($000) $3,013 Shares 101,087 Est. Cost $21.57 Unrealized +30.2%
Vista Outdoor Inc 0.1%
Value ($000) $3,010 Shares 63,060 Est. Cost $44.97 Unrealized
Time Warner Inc 0.1%
Value ($000) $2,900 Shares 39,439 Est. Cost $69.06 Unrealized
OXY Occidental Petroleum Corp 0.1%
Value ($000) $2,833 Shares 37,497 Est. Cost $57.80 Unrealized -1.9%
RPM Rpm Intl Inc 0.1%
Value ($000) $2,776 Shares 55,574 Est. Cost $50.12 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap 0.1%
Value ($000) $2,612 Shares 17,485 Est. Cost $140.15 Unrealized
MET MetLife Inc 0.1%
Value ($000) $2,457 Shares 61,680 Est. Cost $31.85 Unrealized -11.6%
China Mobile Ltd Sponsored ADR 0.1%
Value ($000) $2,326 Shares 40,170 Est. Cost $50.59 Unrealized
VWO Vanguard FTSE Emerging Markets 0.1%
Value ($000) $2,188 Shares 62,105 Est. Cost $38.75 Unrealized
Hollyfrontier Corp 0.1%
Value ($000) $2,180 Shares 91,715 Est. Cost $46.03 Unrealized
FISV Fiserv Incorporated 0.0%
Value ($000) $2,123 Shares 19,522 Est. Cost $44.59 Unrealized +15.4%
WSM Williams Sonoma Inc 0.0%
Value ($000) $2,032 Shares 38,988 Est. Cost $28.97 Unrealized -24.8%
IJR iShares Core S&P Small-Cap 0.0%
Value ($000) $1,864 Shares 16,038 Est. Cost $110.01 Unrealized
PG Procter & Gamble Co 0.0%
Value ($000) $1,772 Shares 20,930 Est. Cost $55.00 Unrealized +15.1%
Discovery Communications Inc S 0.0%
Value ($000) $1,582 Shares 62,713 Est. Cost $67.14 Unrealized
United Technologies 0.0%
Value ($000) $1,557 Shares 15,184 Est. Cost $99.23 Unrealized
IWF iShares Russell 1000 Growth In 0.0%
Value ($000) $1,453 Shares 14,478 Est. Cost $99.10 Unrealized
AMZN Amazon.Com Inc 0.0%
Value ($000) $1,438 Shares 2,010 Est. Cost $13.74 Unrealized +146.2%
EFA iShares MSCI EAFE 0.0%
Value ($000) $1,425 Shares 25,521 Est. Cost $59.54 Unrealized
WFC Wells Fargo & Co New 0.0%
Value ($000) $1,375 Shares 29,059 Est. Cost $27.36 Unrealized +36.0%
Discovery Communications Inc S 0.0%
Value ($000) $1,196 Shares 50,161 Est. Cost $36.61 Unrealized
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $1,083 Shares 27,631 Est. Cost $38.50 Unrealized
Apache Corp 0.0%
Value ($000) $996 Shares 17,890 Est. Cost $55.67 Unrealized
MDLZ Mondelez International Inc 0.0%
Value ($000) $935 Shares 20,539 Est. Cost $24.27 Unrealized +43.5%
AAIGF Aia Group Ltd Hong Kong 0.0%
Value ($000) $911 Shares 150,000 Est. Cost $3.80 Unrealized +28.5%
IWP iShares Russell MidCap Growth 0.0%
Value ($000) $851 Shares 9,095 Est. Cost $93.57 Unrealized
Praxair Inc 0.0%
Value ($000) $816 Shares 7,257 Est. Cost $117.88 Unrealized
Linkedin Corp 0.0%
Value ($000) $814 Shares 4,300 Est. Cost $222.88 Unrealized
CAT Caterpillar Inc COM 0.0%
Value ($000) $654 Shares 8,628 Est. Cost $63.10 Unrealized -5.2%
FTNT Fortinet Inc 0.0%
Value ($000) $505 Shares 16,000 Est. Cost $4.37 Unrealized +48.0%
ABT Abbott Laboratories 0.0%
Value ($000) $499 Shares 12,698 Est. Cost $37.45 Unrealized -10.9%
SHAK Shake Shack Inc 0.0%
Value ($000) $492 Shares 13,500 Est. Cost $41.55 Unrealized -12.6%
SO Southern Co 0.0%
Value ($000) $483 Shares 9,000 Est. Cost $26.98 Unrealized +24.6%
iShares MSCI Japan 0.0%
Value ($000) $471 Shares 40,980 Est. Cost $11.49 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $458 Shares 7,390 Est. Cost $28.30 Unrealized +44.8%
PFE Pfizer Inc COM 0.0%
Value ($000) $442 Shares 12,540 Est. Cost $18.33 Unrealized +14.8%
T AT&T Inc COM 0.0%
Value ($000) $433 Shares 10,029 Est. Cost $12.21 Unrealized +23.7%
MKC McCormick & Co. - non voting s 0.0%
Value ($000) $429 Shares 4,022 Est. Cost $33.37 Unrealized +21.8%
Buffalo Wild Wings Inc 0.0%
Value ($000) $409 Shares 2,945 Est. Cost $104.27 Unrealized
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $403 Shares 1,922 Est. Cost $190.20 Unrealized
AIG American International Group 0.0%
Value ($000) $391 Shares 7,387 Est. Cost $33.44 Unrealized +29.5%
MDT Medtronic PLC 0.0%
Value ($000) $388 Shares 4,475 Est. Cost $54.24 Unrealized +17.1%
IBM International Business Machs 0.0%
Value ($000) $383 Shares 2,526 Est. Cost $118.13 Unrealized -19.5%
COR AmerisourceBergen Corp 0.0%
Value ($000) $381 Shares 4,803 Est. Cost $45.45 Unrealized +31.7%
Cerner Corp 0.0%
Value ($000) $353 Shares 6,026 Est. Cost $62.77 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $325 Shares 1,194 Est. Cost $221.37 Unrealized
BMY Bristol Myers Squibb Co 0.0%
Value ($000) $303 Shares 4,121 Est. Cost $31.43 Unrealized +60.7%
CVX Chevron Corp 0.0%
Value ($000) $301 Shares 2,874 Est. Cost $70.87 Unrealized -5.8%
EOG EOG Res Inc 0.0%
Value ($000) $286 Shares 3,433 Est. Cost $62.79 Unrealized -5.5%
BRK/B Berkshire Hathaway Inc 0.0%
Value ($000) $286 Shares 1,977 Est. Cost $116.08 Unrealized +23.2%
BF/B Brown-Forman Corp Cl B 0.0%
Value ($000) $254 Shares 2,545 Est. Cost $28.16 Unrealized +15.5%
IDXX Idexx Labs Corp 0.0%
Value ($000) $253 Shares 2,724 Est. Cost $64.81 Unrealized +32.5%
TRV Travelers Cos Inc/The 0.0%
Value ($000) $247 Shares 2,075 Est. Cost $63.44 Unrealized +44.2%
WMT Wal Mart Stores Inc 0.0%
Value ($000) $241 Shares 3,300 Est. Cost $16.63 Unrealized +17.4%
DHR Danaher Corp 0.0%
Value ($000) $230 Shares 2,277 Est. Cost $25.37 Unrealized +58.0%
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $227 Shares 8,965 Est. Cost $16.76 Unrealized +50.1%
Walgreen Co 0.0%
Value ($000) $223 Shares 2,676 Est. Cost $76.11 Unrealized
MAR Marriot Intl Inc New CL A 0.0%
Value ($000) $218 Shares 3,277 Est. Cost $65.36 Unrealized -6.2%
ROST Ross Stores Inc 0.0%
Value ($000) $211 Shares 3,720 Est. Cost $46.11 Unrealized +9.5%
Yahoo Inc 0.0%
Value ($000) $208 Shares 5,533 Est. Cost $36.87 Unrealized
DE Deere & Co 0.0%
Value ($000) $205 Shares 2,525 Est. Cost $68.32 Unrealized +2.4%
AdZone Research, Inc. 0.0%
Value ($000) $0 Shares 200,000 Est. Cost Unrealized