BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 2, 2017

Total Value ($000): $387,184 (100.0% shares, 0.0% debt)

Holdings (177)

JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $11,093 Shares 96,283 Est. Cost $61.20 Unrealized +46.6%
CMCSA COMCAST CORP NEW CL A 2.7%
Value ($000) $10,598 Shares 153,481 Est. Cost $23.71 Unrealized +13.1%
DIS DISNEY WALT CO COM DISNEY 2.7%
Value ($000) $10,547 Shares 101,201 Est. Cost $57.79 Unrealized +57.0%
XOM EXXON MOBIL CORP COM 2.5%
Value ($000) $9,788 Shares 108,441 Est. Cost $53.86 Unrealized +8.0%
PEP PEPSICO INC COM 2.4%
Value ($000) $9,421 Shares 90,039 Est. Cost $56.74 Unrealized +39.9%
MA MASTERCARD INCORPORATED CL A 2.2%
Value ($000) $8,637 Shares 83,651 Est. Cost $70.55 Unrealized +39.3%
SLB SCHLUMBERGER LTD COM 2.1%
Value ($000) $8,049 Shares 95,875 Est. Cost $53.73 Unrealized +17.3%
AAPL APPLE INC COM 2.0%
Value ($000) $7,764 Shares 67,038 Est. Cost $19.02 Unrealized +37.1%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $7,732 Shares 124,426 Est. Cost $29.58 Unrealized +82.4%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.9%
Value ($000) $7,426 Shares 93,565 Est. Cost $80.07 Unrealized
KO COCA COLA CO COM 1.9%
Value ($000) $7,383 Shares 178,066 Est. Cost $27.86 Unrealized +12.0%
PM PHILIP MORRIS INTL INC COM 1.9%
Value ($000) $7,306 Shares 79,860 Est. Cost $50.11 Unrealized +16.2%
KHC KRAFT HEINZ CO COM 1.9%
Value ($000) $7,279 Shares 83,360 Est. Cost $47.98 Unrealized +17.7%
DISH NETWORK CORP CL A 1.8%
Value ($000) $7,086 Shares 122,327 Est. Cost $42.52 Unrealized
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $6,968 Shares 82,875 Est. Cost $55.39 Unrealized +20.5%
T AT&T INC COM 1.7%
Value ($000) $6,594 Shares 155,056 Est. Cost $12.17 Unrealized +27.0%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.5%
Value ($000) $5,967 Shares 64,758 Est. Cost $59.49 Unrealized +31.4%
CVX CHEVRON CORP NEW COM 1.5%
Value ($000) $5,875 Shares 49,916 Est. Cost $70.41 Unrealized +4.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $5,817 Shares 35,689 Est. Cost $121.37 Unrealized +26.9%
BA BOEING CO COM 1.5%
Value ($000) $5,724 Shares 36,768 Est. Cost $86.62 Unrealized +55.9%
GENERAL ELECTRIC CO COM 1.4%
Value ($000) $5,582 Shares 176,661 Est. Cost $23.85 Unrealized
CB CHUBB LIMITED COM 1.4%
Value ($000) $5,515 Shares 41,746 Est. Cost $96.06 Unrealized +12.8%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.4%
Value ($000) $5,513 Shares 19,802 Est. Cost $7.45 Unrealized +145.2%
META FACEBOOK INC CL A 1.4%
Value ($000) $5,421 Shares 47,117 Est. Cost $93.09 Unrealized +31.0%
LOW LOWES COS INC COM 1.3%
Value ($000) $5,134 Shares 72,179 Est. Cost $37.91 Unrealized +57.7%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $5,052 Shares 58,548 Est. Cost $40.54 Unrealized +47.7%
MCD MCDONALDS CORP COM 1.3%
Value ($000) $4,968 Shares 40,818 Est. Cost $74.14 Unrealized +27.2%
HBAN HUNTINGTON BANCSHARES INC COM 1.3%
Value ($000) $4,867 Shares 368,147 Est. Cost $6.45 Unrealized +22.6%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $4,837 Shares 6,103 Est. Cost $36.78 Unrealized +7.9%
L BRANDS INC COM 1.2%
Value ($000) $4,777 Shares 72,540 Est. Cost $60.22 Unrealized
EOG EOG RES INC COM 1.2%
Value ($000) $4,573 Shares 45,234 Est. Cost $61.57 Unrealized +17.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.1%
Value ($000) $4,380 Shares 78,173 Est. Cost $42.54 Unrealized +11.5%
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $4,345 Shares 5,630 Est. Cost $35.64 Unrealized +8.5%
UPS UNITED PARCEL SERVICE INC CL B 1.1%
Value ($000) $4,316 Shares 37,644 Est. Cost $68.12 Unrealized +17.8%
CMI CUMMINS INC COM 1.1%
Value ($000) $4,297 Shares 31,438 Est. Cost $84.39 Unrealized +24.8%
FLEETCOR TECHNOLOGIES INC COM 1.1%
Value ($000) $4,255 Shares 30,069 Est. Cost $92.68 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.1%
Value ($000) $4,224 Shares 79,133 Est. Cost $26.84 Unrealized +15.4%
BDX BECTON DICKINSON & CO COM 1.1%
Value ($000) $4,194 Shares 25,334 Est. Cost $82.25 Unrealized +75.9%
GS GOLDMAN SACHS GROUP INC COM 1.1%
Value ($000) $4,188 Shares 17,489 Est. Cost $145.06 Unrealized +15.6%
IBM INTERNATIONAL BUSINESS MACHS COM 1.0%
Value ($000) $4,065 Shares 24,487 Est. Cost $114.47 Unrealized -10.0%
TWENTY FIRST CENTY FOX INC CL A 1.0%
Value ($000) $4,063 Shares 144,899 Est. Cost $31.62 Unrealized
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $4,045 Shares 56,785 Est. Cost $57.98 Unrealized +7.5%
HSY HERSHEY CO COM 1.0%
Value ($000) $3,795 Shares 36,694 Est. Cost $65.69 Unrealized +21.0%
PRAXAIR INC COM 1.0%
Value ($000) $3,718 Shares 31,722 Est. Cost $115.44 Unrealized
D DOMINION RES INC VA NEW COM 0.9%
Value ($000) $3,590 Shares 46,870 Est. Cost $34.76 Unrealized +42.2%
KMPR KEMPER CORP DEL COM 0.9%
Value ($000) $3,509 Shares 79,213 Est. Cost $32.74 Unrealized +23.6%
GIS GENERAL MLS INC COM 0.9%
Value ($000) $3,366 Shares 54,492 Est. Cost $32.31 Unrealized +38.9%
ABT ABBOTT LABS COM 0.9%
Value ($000) $3,293 Shares 85,723 Est. Cost $32.43 Unrealized +3.7%
UNILEVER PLC SPON ADR NEW 0.8%
Value ($000) $3,252 Shares 79,914 Est. Cost $42.92 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value ($000) $3,105 Shares 53,137 Est. Cost $35.17 Unrealized +12.4%
INTC INTEL CORP COM 0.8%
Value ($000) $3,013 Shares 83,069 Est. Cost $19.24 Unrealized +51.5%
SENSATA TECHNOLOGIES HLDG NV SHS 0.8%
Value ($000) $2,998 Shares 76,974 Est. Cost $36.65 Unrealized
SCRIPPS NETWORKS INTERACT INC CL A COM 0.8%
Value ($000) $2,991 Shares 41,916 Est. Cost $66.72 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $2,947 Shares 50,057 Est. Cost $36.89 Unrealized +19.5%
PYPL PAYPAL HLDGS INC COM 0.7%
Value ($000) $2,893 Shares 73,305 Est. Cost $36.01 Unrealized +11.4%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $2,615 Shares 46,907 Est. Cost $41.98 Unrealized +2.1%
SYF SYNCHRONY FINL COM 0.7%
Value ($000) $2,613 Shares 72,045 Est. Cost $24.71 Unrealized +3.9%
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $2,560 Shares 51,066 Est. Cost $40.15 Unrealized -13.4%
DU PONT E I DE NEMOURS & CO COM 0.6%
Value ($000) $2,489 Shares 33,915 Est. Cost $53.71 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $2,423 Shares 25,857 Est. Cost $30.08 Unrealized +7.7%
EBAY EBAY INC COM 0.6%
Value ($000) $2,203 Shares 74,202 Est. Cost $21.17 Unrealized +24.1%
SABR SABRE CORP COM 0.5%
Value ($000) $2,041 Shares 81,832 Est. Cost $26.99 Unrealized -5.0%
PFE PFIZER INC COM 0.5%
Value ($000) $2,032 Shares 62,570 Est. Cost $17.53 Unrealized +16.9%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $2,005 Shares 29,647 Est. Cost $17.13 Unrealized +98.3%
BAX BAXTER INTL INC COM 0.5%
Value ($000) $1,999 Shares 45,093 Est. Cost $31.20 Unrealized +27.4%
ROK ROCKWELL AUTOMATION INC COM 0.5%
Value ($000) $1,985 Shares 14,766 Est. Cost $68.64 Unrealized +57.0%
SATS ECHOSTAR CORP CL A 0.4%
Value ($000) $1,677 Shares 32,634 Est. Cost $31.68 Unrealized +25.4%
CW CURTISS WRIGHT CORP COM 0.4%
Value ($000) $1,661 Shares 16,888 Est. Cost $32.35 Unrealized +181.5%
COLFAX CORP COM 0.4%
Value ($000) $1,656 Shares 46,103 Est. Cost $50.64 Unrealized
MKL MARKEL CORP COM 0.4%
Value ($000) $1,611 Shares 1,781 Est. Cost $525.48 Unrealized +69.7%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $1,609 Shares 6,920 Est. Cost $68.43 Unrealized +193.2%
PRICELINE GRP INC COM NEW 0.4%
Value ($000) $1,451 Shares 990 Est. Cost $1468.81 Unrealized
KEY KEYCORP NEW COM 0.4%
Value ($000) $1,423 Shares 77,874 Est. Cost $6.55 Unrealized +63.5%
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $1,320 Shares 17,818 Est. Cost $59.88 Unrealized +1.8%
LAMR LAMAR ADVERTISING CO NEW CL A 0.3%
Value ($000) $1,303 Shares 19,379 Est. Cost $58.84 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $1,250 Shares 11,565 Est. Cost $59.47 Unrealized +41.2%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,221 Shares 5 Est. Cost $219349.66 Unrealized +5.2%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.3%
Value ($000) $1,153 Shares 3,055 Est. Cost $8.72 Unrealized -9.5%
ROCKWELL COLLINS INC COM 0.3%
Value ($000) $1,071 Shares 11,545 Est. Cost $63.75 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.3%
Value ($000) $1,063 Shares 21,619 Est. Cost $49.42 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,055 Shares 10,266 Est. Cost $47.06 Unrealized +63.1%
CERNER CORP COM 0.3%
Value ($000) $1,042 Shares 21,996 Est. Cost $57.99 Unrealized
TKR TIMKEN CO COM 0.3%
Value ($000) $1,030 Shares 25,936 Est. Cost $37.81 Unrealized -1.7%
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $1,014 Shares 7,921 Est. Cost $79.39 Unrealized +22.9%
MDLZ MONDELEZ INTL INC CL A 0.3%
Value ($000) $1,011 Shares 22,802 Est. Cost $23.35 Unrealized +48.8%
AEP AMERICAN ELEC PWR INC COM 0.3%
Value ($000) $997 Shares 15,835 Est. Cost $30.43 Unrealized +46.9%
UNP UNION PAC CORP COM 0.3%
Value ($000) $994 Shares 9,589 Est. Cost $77.21 Unrealized +4.0%
L LOEWS CORP COM 0.3%
Value ($000) $974 Shares 20,795 Est. Cost $42.08 Unrealized +0.0%
ABBV ABBVIE INC COM 0.2%
Value ($000) $942 Shares 15,042 Est. Cost $26.55 Unrealized +57.4%
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $927 Shares 3,450 Est. Cost $62.64 Unrealized +29.9%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $862 Shares 8,510 Est. Cost $100.80 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.2%
Value ($000) $845 Shares 28,450 Est. Cost $48.06 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $806 Shares 4,515 Est. Cost $65.32 Unrealized +62.6%
CSX CSX CORP COM 0.2%
Value ($000) $778 Shares 21,658 Est. Cost $6.66 Unrealized +48.3%
TDY TELEDYNE TECHNOLOGIES INC COM 0.2%
Value ($000) $769 Shares 6,249 Est. Cost $76.20 Unrealized +51.8%
TWENTY FIRST CENTY FOX INC CL B 0.2%
Value ($000) $735 Shares 26,984 Est. Cost $32.21 Unrealized
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.2%
Value ($000) $729 Shares 17,260 Est. Cost $35.27 Unrealized
DISCOVERY COMMUNICATNS NEW COM SER C 0.2%
Value ($000) $709 Shares 26,480 Est. Cost $46.60 Unrealized
DUN & BRADSTREET CORP DEL NEW COM 0.2%
Value ($000) $685 Shares 5,650 Est. Cost $98.01 Unrealized
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $662 Shares 2,658 Est. Cost $121.88 Unrealized +44.4%
FE FIRSTENERGY CORP COM 0.2%
Value ($000) $658 Shares 21,247 Est. Cost $24.28 Unrealized -9.7%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $630 Shares 15,285 Est. Cost $33.21 Unrealized +3.3%
VOD VODAFONE GROUP PLC NEW SPNSR ADR 0.2%
Value ($000) $608 Shares 24,891 Est. Cost $36.44 Unrealized
RSG REPUBLIC SVCS INC COM 0.2%
Value ($000) $594 Shares 10,410 Est. Cost $36.58 Unrealized +26.2%
ETN EATON CORP PLC SHS 0.2%
Value ($000) $588 Shares 8,757 Est. Cost $50.50 Unrealized +7.2%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $548 Shares 5,897 Est. Cost $83.35 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $501 Shares 3,735 Est. Cost $92.20 Unrealized +12.2%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $475 Shares 4,503 Est. Cost $108.93 Unrealized
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $471 Shares 6,811 Est. Cost $20.23 Unrealized -1.6%
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.1%
Value ($000) $471 Shares 333 Est. Cost $1244.12 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $443 Shares 11,868 Est. Cost $41.38 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value ($000) $437 Shares 56,720 Est. Cost $12.26 Unrealized
BLUE HILLS BANCORP INC COM 0.1%
Value ($000) $429 Shares 22,889 Est. Cost $13.11 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $428 Shares 5,065 Est. Cost $85.09 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $407 Shares 3,394 Est. Cost $61.67 Unrealized +68.5%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $403 Shares 3,680 Est. Cost $119.21 Unrealized
FIDUCIARY CLAYMORE MLP OPP FD COM 0.1%
Value ($000) $400 Shares 26,869 Est. Cost $27.15 Unrealized
APACHE CORP COM 0.1%
Value ($000) $374 Shares 5,893 Est. Cost $82.33 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $361 Shares 1,614 Est. Cost $184.02 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $334 Shares 6,237 Est. Cost $43.86 Unrealized +8.0%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $332 Shares 4,385 Est. Cost $12.59 Unrealized -2.1%
PSX PHILLIPS 66 COM 0.1%
Value ($000) $329 Shares 3,806 Est. Cost $50.84 Unrealized +15.4%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $327 Shares 9,646 Est. Cost $33.42 Unrealized
DISCOVERY COMMUNICATNS NEW COM SER A 0.1%
Value ($000) $324 Shares 11,823 Est. Cost $62.89 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.1%
Value ($000) $311 Shares 10,177 Est. Cost $73.50 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $308 Shares 5,319 Est. Cost $66.60 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $307 Shares 3,714 Est. Cost $84.21 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $303 Shares 10,016 Est. Cost $20.29 Unrealized +13.6%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $291 Shares 3,411 Est. Cost $83.41 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $291 Shares 2,491 Est. Cost $47.58 Unrealized +62.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $289 Shares 5,001 Est. Cost $56.98 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $287 Shares 5,585 Est. Cost $29.91 Unrealized +12.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $281 Shares 976 Est. Cost $214.89 Unrealized +25.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $280 Shares 3,478 Est. Cost $67.27 Unrealized
MUTUALFIRST FINL INC COM 0.1%
Value ($000) $277 Shares 8,368 Est. Cost $27.37 Unrealized
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $267 Shares 4,849 Est. Cost $36.83 Unrealized +6.0%
FIRST FINANCIAL NORTHWEST INC COM 0.1%
Value ($000) $264 Shares 13,360 Est. Cost $13.23 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $261 Shares 2,186 Est. Cost $19.50 Unrealized +21.6%
LIBERTY INTERACTIVE CORP QVC GP COM SER A 0.1%
Value ($000) $259 Shares 12,977 Est. Cost $23.11 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.1%
Value ($000) $258 Shares 7,250 Est. Cost $21.33 Unrealized 0.0%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $250 Shares 2,699 Est. Cost $66.01 Unrealized +11.7%
CMA COMERICA INC COM 0.1%
Value ($000) $250 Shares 3,676 Est. Cost $40.37 Unrealized 0.0%
DIEBOLD NXDF INC COM 0.1%
Value ($000) $247 Shares 9,832 Est. Cost $33.61 Unrealized
MTUS TIMKENSTEEL CORP COM 0.1%
Value ($000) $247 Shares 15,925 Est. Cost $31.17 Unrealized -57.0%
FDX FEDEX CORP COM 0.1%
Value ($000) $246 Shares 1,319 Est. Cost $119.68 Unrealized +32.3%
CEDAR FAIR L P DEPOSITRY UNIT 0.1%
Value ($000) $244 Shares 3,800 Est. Cost $58.95 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $244 Shares 2,102 Est. Cost $86.03 Unrealized -2.1%
ESSA BANCORP INC COM 0.1%
Value ($000) $242 Shares 15,397 Est. Cost $12.44 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $239 Shares 3,310 Est. Cost $67.10 Unrealized
OLD POINT FINL CORP COM 0.1%
Value ($000) $232 Shares 9,275 Est. Cost $25.01 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $230 Shares 2,688 Est. Cost $84.08 Unrealized
FNWB FIRST NORTHWEST BANCORP COM 0.1%
Value ($000) $230 Shares 14,766 Est. Cost $11.62 Unrealized +11.8%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $230 Shares 5,082 Est. Cost $46.24 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $228 Shares 3,160 Est. Cost $54.34 Unrealized +1.9%
WNEB WESTERN NEW ENG BANCORP INC COM 0.1%
Value ($000) $227 Shares 24,279 Est. Cost $6.49 Unrealized 0.0%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $227 Shares 2,600 Est. Cost $68.75 Unrealized 0.0%
EFSC ENTERPRISE FINL SVCS CORP COM 0.1%
Value ($000) $226 Shares 5,260 Est. Cost $31.06 Unrealized 0.0%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $225 Shares 4,200 Est. Cost $55.24 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $224 Shares 2,883 Est. Cost $51.24 Unrealized +2.8%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $224 Shares 2,957 Est. Cost $58.81 Unrealized -1.1%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $222 Shares 1,586 Est. Cost $102.98 Unrealized +12.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $220 Shares 5,733 Est. Cost $35.43 Unrealized -3.7%
M MACYS INC COM 0.1%
Value ($000) $215 Shares 5,998 Est. Cost $47.01 Unrealized -17.3%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $215 Shares 287 Est. Cost $38.27 Unrealized +2.4%
HBCP HOME BANCORP INC COM 0.1%
Value ($000) $213 Shares 5,517 Est. Cost $25.76 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.1%
Value ($000) $211 Shares 6,450 Est. Cost $22.02 Unrealized 0.0%
NIELSEN HLDGS PLC SHS EUR 0.1%
Value ($000) $205 Shares 4,885 Est. Cost $51.37 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $203 Shares 4,825 Est. Cost $41.66 Unrealized
BANR BANNER CORP COM NEW 0.1%
Value ($000) $200 Shares 3,588 Est. Cost $35.25 Unrealized 0.0%
SOUTHERN NATL BANCORP OF VA IN COM 0.1%
Value ($000) $194 Shares 11,884 Est. Cost $13.04 Unrealized
HOPFED BANCORP INC COM 0.0%
Value ($000) $189 Shares 14,064 Est. Cost $13.44 Unrealized
CLEARBRIDGE ENERGY MLP FD INC COM 0.0%
Value ($000) $171 Shares 10,975 Est. Cost $15.94 Unrealized
AMERICAN RIVER BANKSHARES COM 0.0%
Value ($000) $158 Shares 10,441 Est. Cost $10.25 Unrealized
BANK MUTUAL CORP NEW COM 0.0%
Value ($000) $128 Shares 13,534 Est. Cost $7.83 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $79 Shares 11,900 Est. Cost $16.82 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $69 Shares 13,250 Est. Cost $5.62 Unrealized 0.0%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $39 Shares 11,000 Est. Cost $4.03 Unrealized 0.0%