BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 26, 2018

Total Value ($000): $466,497 (100.0% shares, 0.0% debt)

Holdings (189)

JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $13,446 Shares 96,234 Est. Cost $61.20 Unrealized +81.3%
MA MASTERCARD INCORPORATED CL A 2.7%
Value ($000) $12,545 Shares 82,883 Est. Cost $70.55 Unrealized +101.6%
CMCSA COMCAST CORP NEW CL A 2.6%
Value ($000) $12,153 Shares 303,455 Est. Cost $26.81 Unrealized +14.4%
AAPL APPLE INC COM 2.4%
Value ($000) $11,364 Shares 67,149 Est. Cost $19.27 Unrealized +102.8%
DIS DISNEY WALT CO COM DISNEY 2.4%
Value ($000) $11,079 Shares 103,046 Est. Cost $58.90 Unrealized +65.2%
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $10,727 Shares 125,393 Est. Cost $29.95 Unrealized +151.2%
BA BOEING CO COM 2.3%
Value ($000) $10,653 Shares 36,121 Est. Cost $89.87 Unrealized +186.4%
PEP PEPSICO INC COM 2.2%
Value ($000) $10,440 Shares 87,056 Est. Cost $56.74 Unrealized +56.9%
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $9,349 Shares 111,772 Est. Cost $53.90 Unrealized +6.0%
PM PHILIP MORRIS INTL INC COM 1.8%
Value ($000) $8,470 Shares 80,166 Est. Cost $50.11 Unrealized +38.8%
KO COCA COLA CO COM 1.8%
Value ($000) $8,328 Shares 181,532 Est. Cost $27.96 Unrealized +27.5%
META FACEBOOK INC CL A 1.8%
Value ($000) $8,283 Shares 46,942 Est. Cost $93.09 Unrealized +88.5%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.8%
Value ($000) $8,183 Shares 103,189 Est. Cost $80.04 Unrealized
PG PROCTER AND GAMBLE CO COM 1.7%
Value ($000) $7,715 Shares 83,964 Est. Cost $55.55 Unrealized +30.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.6%
Value ($000) $7,514 Shares 37,908 Est. Cost $124.34 Unrealized +52.7%
MCD MCDONALDS CORP COM 1.6%
Value ($000) $7,298 Shares 42,399 Est. Cost $75.28 Unrealized +84.2%
LOW LOWES COS INC COM 1.5%
Value ($000) $7,224 Shares 77,722 Est. Cost $40.16 Unrealized +77.4%
CVX CHEVRON CORP NEW COM 1.4%
Value ($000) $6,556 Shares 52,372 Est. Cost $70.80 Unrealized +18.0%
SLB SCHLUMBERGER LTD COM 1.4%
Value ($000) $6,552 Shares 97,228 Est. Cost $53.88 Unrealized -4.9%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $6,426 Shares 6,100 Est. Cost $36.84 Unrealized +39.1%
CB CHUBB LIMITED COM 1.4%
Value ($000) $6,373 Shares 43,608 Est. Cost $96.68 Unrealized +34.0%
KHC KRAFT HEINZ CO COM 1.4%
Value ($000) $6,322 Shares 81,295 Est. Cost $47.98 Unrealized +11.3%
JPM JPMORGAN CHASE & CO COM 1.3%
Value ($000) $6,131 Shares 57,336 Est. Cost $40.54 Unrealized +100.6%
BDX BECTON DICKINSON & CO COM 1.3%
Value ($000) $6,093 Shares 28,462 Est. Cost $92.00 Unrealized +101.6%
HBAN HUNTINGTON BANCSHARES INC COM 1.3%
Value ($000) $5,988 Shares 411,282 Est. Cost $6.85 Unrealized +42.6%
FLEETCOR TECHNOLOGIES INC COM 1.3%
Value ($000) $5,918 Shares 30,755 Est. Cost $93.74 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.3%
Value ($000) $5,850 Shares 5,591 Est. Cost $35.78 Unrealized +41.2%
CMI CUMMINS INC COM 1.3%
Value ($000) $5,835 Shares 33,035 Est. Cost $85.60 Unrealized +61.5%
T AT&T INC COM 1.2%
Value ($000) $5,724 Shares 147,226 Est. Cost $12.17 Unrealized +25.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.2%
Value ($000) $5,635 Shares 79,342 Est. Cost $42.54 Unrealized +53.1%
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $5,592 Shares 75,954 Est. Cost $36.42 Unrealized +98.1%
DISH NETWORK CORP CL A 1.2%
Value ($000) $5,550 Shares 116,235 Est. Cost $42.52 Unrealized
TWENTY FIRST CENTY FOX INC CL A 1.2%
Value ($000) $5,540 Shares 160,451 Est. Cost $31.53 Unrealized
EOG EOG RES INC COM 1.2%
Value ($000) $5,420 Shares 50,231 Est. Cost $62.54 Unrealized +20.6%
PRAXAIR INC COM 1.1%
Value ($000) $5,247 Shares 33,924 Est. Cost $116.89 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.1%
Value ($000) $5,214 Shares 60,179 Est. Cost $59.49 Unrealized +53.6%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.1%
Value ($000) $5,076 Shares 71,947 Est. Cost $59.26 Unrealized +4.3%
ABT ABBOTT LABS COM 1.1%
Value ($000) $5,076 Shares 88,941 Est. Cost $32.62 Unrealized +47.5%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.1%
Value ($000) $5,012 Shares 20,839 Est. Cost $7.71 Unrealized +93.0%
KMPR KEMPER CORP DEL COM 1.1%
Value ($000) $4,984 Shares 72,339 Est. Cost $32.74 Unrealized +97.0%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $4,675 Shares 18,353 Est. Cost $147.41 Unrealized +39.2%
SENSATA TECHNOLOGIES HLDG NV SHS 1.0%
Value ($000) $4,672 Shares 91,402 Est. Cost $37.93 Unrealized
MDT MEDTRONIC PLC SHS 1.0%
Value ($000) $4,623 Shares 57,241 Est. Cost $57.98 Unrealized +12.1%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $4,548 Shares 38,171 Est. Cost $68.37 Unrealized +26.2%
UNILEVER PLC SPON ADR NEW 0.9%
Value ($000) $4,321 Shares 78,073 Est. Cost $42.92 Unrealized
HSY HERSHEY CO COM 0.9%
Value ($000) $4,111 Shares 36,219 Est. Cost $65.69 Unrealized +38.0%
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $4,045 Shares 76,411 Est. Cost $26.92 Unrealized +18.7%
INTC INTEL CORP COM 0.8%
Value ($000) $3,954 Shares 85,649 Est. Cost $20.53 Unrealized +78.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.8%
Value ($000) $3,816 Shares 24,871 Est. Cost $114.47 Unrealized -10.8%
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value ($000) $3,757 Shares 61,318 Est. Cost $36.02 Unrealized +29.0%
COP CONOCOPHILLIPS COM 0.8%
Value ($000) $3,741 Shares 68,152 Est. Cost $39.34 Unrealized +0.8%
D DOMINION ENERGY INC COM 0.8%
Value ($000) $3,681 Shares 45,409 Est. Cost $34.76 Unrealized +62.3%
EMR EMERSON ELEC CO COM 0.8%
Value ($000) $3,662 Shares 52,542 Est. Cost $42.74 Unrealized +24.7%
EW EDWARDS LIFESCIENCES CORP COM 0.8%
Value ($000) $3,552 Shares 31,513 Est. Cost $30.85 Unrealized +19.0%
GENERAL ELECTRIC CO COM 0.7%
Value ($000) $3,393 Shares 194,400 Est. Cost $24.05 Unrealized
DOWDUPONT INC COM 0.7%
Value ($000) $3,349 Shares 47,023 Est. Cost $71.22 Unrealized
GIS GENERAL MLS INC COM 0.7%
Value ($000) $3,297 Shares 55,602 Est. Cost $33.03 Unrealized +22.7%
BAX BAXTER INTL INC COM 0.7%
Value ($000) $3,189 Shares 49,333 Est. Cost $32.21 Unrealized +73.2%
L BRANDS INC COM 0.7%
Value ($000) $3,102 Shares 51,512 Est. Cost $60.22 Unrealized
MRK MERCK & CO INC COM 0.7%
Value ($000) $3,100 Shares 55,083 Est. Cost $37.65 Unrealized +14.2%
PRICELINE GRP INC COM NEW 0.7%
Value ($000) $3,097 Shares 1,782 Est. Cost $1621.77 Unrealized
EBAY EBAY INC COM 0.6%
Value ($000) $2,938 Shares 77,853 Est. Cost $21.49 Unrealized +53.7%
ROK ROCKWELL AUTOMATION INC COM 0.6%
Value ($000) $2,880 Shares 14,666 Est. Cost $68.64 Unrealized +138.9%
SYF SYNCHRONY FINL COM 0.6%
Value ($000) $2,745 Shares 71,100 Est. Cost $24.90 Unrealized +12.5%
SABR SABRE CORP COM 0.6%
Value ($000) $2,680 Shares 130,734 Est. Cost $24.85 Unrealized -22.9%
PFE PFIZER INC COM 0.5%
Value ($000) $2,141 Shares 59,120 Est. Cost $17.53 Unrealized +35.7%
NOC NORTHROP GRUMMAN CORP COM 0.5%
Value ($000) $2,105 Shares 6,860 Est. Cost $68.43 Unrealized +284.4%
MKL MARKEL CORP COM 0.4%
Value ($000) $2,029 Shares 1,781 Est. Cost $525.48 Unrealized +108.0%
CW CURTISS WRIGHT CORP COM 0.4%
Value ($000) $2,027 Shares 16,638 Est. Cost $32.35 Unrealized +251.1%
SCRIPPS NETWORKS INTERACT INC CL A COM 0.4%
Value ($000) $1,999 Shares 23,416 Est. Cost $66.72 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.4%
Value ($000) $1,980 Shares 19,500 Est. Cost $101.31 Unrealized
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,966 Shares 27,532 Est. Cost $17.13 Unrealized +113.9%
COLFAX CORP COM 0.4%
Value ($000) $1,960 Shares 49,470 Est. Cost $49.92 Unrealized
SATS ECHOSTAR CORP CL A 0.4%
Value ($000) $1,889 Shares 31,544 Est. Cost $31.68 Unrealized +46.6%
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $1,773 Shares 16,976 Est. Cost $68.36 Unrealized +13.6%
AXP AMERICAN EXPRESS CO COM 0.4%
Value ($000) $1,761 Shares 17,733 Est. Cost $59.88 Unrealized +42.3%
CERNER CORP COM 0.4%
Value ($000) $1,674 Shares 24,835 Est. Cost $58.51 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.4%
Value ($000) $1,673 Shares 22,536 Est. Cost $60.86 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.4%
Value ($000) $1,638 Shares 11,305 Est. Cost $59.47 Unrealized +91.7%
ROCKWELL COLLINS INC COM 0.3%
Value ($000) $1,530 Shares 11,282 Est. Cost $63.75 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,488 Shares 5 Est. Cost $219349.66 Unrealized +29.8%
UNP UNION PAC CORP COM 0.3%
Value ($000) $1,469 Shares 10,954 Est. Cost $78.70 Unrealized +28.1%
KEY KEYCORP NEW COM 0.3%
Value ($000) $1,459 Shares 72,314 Est. Cost $6.55 Unrealized +99.6%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,394 Shares 3,400 Est. Cost $62.64 Unrealized +95.3%
ABBV ABBVIE INC COM 0.3%
Value ($000) $1,356 Shares 14,017 Est. Cost $26.55 Unrealized +151.9%
TKR TIMKEN CO COM 0.3%
Value ($000) $1,244 Shares 25,312 Est. Cost $37.97 Unrealized +27.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $1,133 Shares 9,666 Est. Cost $48.56 Unrealized +98.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.2%
Value ($000) $1,132 Shares 6,249 Est. Cost $76.20 Unrealized +130.6%
CSX CSX CORP COM 0.2%
Value ($000) $1,131 Shares 20,558 Est. Cost $6.66 Unrealized +138.1%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.2%
Value ($000) $1,125 Shares 23,054 Est. Cost $49.42 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.2%
Value ($000) $1,114 Shares 15,144 Est. Cost $31.08 Unrealized +80.4%
LIBERTY GLOBAL PLC SHS CL C 0.2%
Value ($000) $1,041 Shares 30,764 Est. Cost $46.88 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $1,037 Shares 4,404 Est. Cost $65.32 Unrealized +121.9%
L LOEWS CORP COM 0.2%
Value ($000) $1,020 Shares 20,395 Est. Cost $42.08 Unrealized +13.3%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $956 Shares 22,337 Est. Cost $23.35 Unrealized +47.7%
SJM SMUCKER J M CO COM NEW 0.2%
Value ($000) $950 Shares 7,646 Est. Cost $79.39 Unrealized +8.0%
TWENTY FIRST CENTY FOX INC CL B 0.2%
Value ($000) $880 Shares 25,784 Est. Cost $32.19 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $793 Shares 10,037 Est. Cost $52.03 Unrealized +27.4%
WMT WAL-MART STORES INC COM 0.2%
Value ($000) $763 Shares 7,730 Est. Cost $20.48 Unrealized +30.9%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.2%
Value ($000) $755 Shares 14,372 Est. Cost $35.27 Unrealized
TDG TRANSDIGM GROUP INC COM 0.2%
Value ($000) $732 Shares 2,665 Est. Cost $123.08 Unrealized +63.8%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.1%
Value ($000) $697 Shares 21,837 Est. Cost $36.44 Unrealized
DHI D R HORTON INC COM 0.1%
Value ($000) $696 Shares 13,638 Est. Cost $36.28 Unrealized +17.4%
HD HOME DEPOT INC COM 0.1%
Value ($000) $670 Shares 3,533 Est. Cost $92.20 Unrealized +53.7%
DISCOVERY COMMUNICATNS NEW COM SER C 0.1%
Value ($000) $594 Shares 28,080 Est. Cost $45.15 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $594 Shares 5,587 Est. Cost $83.62 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $569 Shares 5,103 Est. Cost $109.34 Unrealized
RSG REPUBLIC SVCS INC COM 0.1%
Value ($000) $569 Shares 8,410 Est. Cost $36.58 Unrealized +55.0%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $558 Shares 14,641 Est. Cost $33.21 Unrealized -2.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $548 Shares 1,896 Est. Cost $8.73 Unrealized -31.7%
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value ($000) $527 Shares 59,400 Est. Cost $12.04 Unrealized
SYK STRYKER CORP COM 0.1%
Value ($000) $526 Shares 3,394 Est. Cost $61.67 Unrealized +126.3%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $499 Shares 11,868 Est. Cost $41.19 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $465 Shares 3,760 Est. Cost $119.25 Unrealized
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.1%
Value ($000) $447 Shares 318 Est. Cost $1255.15 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $445 Shares 2,824 Est. Cost $67.34 Unrealized +72.7%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $442 Shares 6,140 Est. Cost $43.86 Unrealized +47.0%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $431 Shares 1,614 Est. Cost $184.02 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $381 Shares 3,763 Est. Cost $50.84 Unrealized +36.3%
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $379 Shares 9,576 Est. Cost $33.42 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $374 Shares 9,758 Est. Cost $20.65 Unrealized +35.5%
FE FIRSTENERGY CORP COM 0.1%
Value ($000) $370 Shares 12,097 Est. Cost $24.28 Unrealized -4.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $363 Shares 5,319 Est. Cost $66.60 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.1%
Value ($000) $362 Shares 10,114 Est. Cost $73.50 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $362 Shares 2,316 Est. Cost $20.07 Unrealized +57.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $360 Shares 3,529 Est. Cost $84.29 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $358 Shares 2,482 Est. Cost $47.58 Unrealized +119.9%
BLUE HILLS BANCORP INC COM 0.1%
Value ($000) $350 Shares 17,389 Est. Cost $13.11 Unrealized
FCB FINL HLDGS INC CL A 0.1%
Value ($000) $349 Shares 6,866 Est. Cost $48.35 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $329 Shares 980 Est. Cost $214.89 Unrealized +58.1%
FDX FEDEX CORP COM 0.1%
Value ($000) $329 Shares 1,319 Est. Cost $119.68 Unrealized +66.3%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $325 Shares 4,624 Est. Cost $56.98 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $322 Shares 2,102 Est. Cost $86.03 Unrealized +31.8%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $317 Shares 1,586 Est. Cost $102.98 Unrealized +59.6%
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $312 Shares 3,510 Est. Cost $67.66 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $310 Shares 3,478 Est. Cost $67.27 Unrealized
RVSB RIVERVIEW BANCORP INC COM 0.1%
Value ($000) $309 Shares 35,600 Est. Cost $5.95 Unrealized +18.3%
DUN & BRADSTREET CORP DEL NEW COM 0.1%
Value ($000) $305 Shares 2,577 Est. Cost $98.01 Unrealized
LIBERTY INTERACTIVE CORP QVC GP COM SER A 0.1%
Value ($000) $305 Shares 12,474 Est. Cost $23.11 Unrealized
FHN FIRST HORIZON NATL CORP COM 0.1%
Value ($000) $302 Shares 15,102 Est. Cost $14.31 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $301 Shares 5,610 Est. Cost $29.91 Unrealized +30.6%
FIDUCIARY CLAYMORE MLP OPP FD COM 0.1%
Value ($000) $298 Shares 22,694 Est. Cost $27.15 Unrealized
PIONEER NAT RES CO COM 0.1%
Value ($000) $295 Shares 1,707 Est. Cost $149.93 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $278 Shares 4,200 Est. Cost $55.24 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $270 Shares 3,714 Est. Cost $83.51 Unrealized
ENTEGRA FINL CORP COM 0.1%
Value ($000) $269 Shares 9,196 Est. Cost $23.60 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $268 Shares 5,082 Est. Cost $46.24 Unrealized
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $266 Shares 2,087 Est. Cost $82.37 Unrealized +31.8%
WNEB WESTERN NEW ENG BANCORP INC COM 0.1%
Value ($000) $265 Shares 24,279 Est. Cost $6.49 Unrealized +30.7%
DISCOVERY COMMUNICATNS NEW COM SER A 0.1%
Value ($000) $265 Shares 11,823 Est. Cost $62.89 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $259 Shares 2,600 Est. Cost $68.75 Unrealized +15.3%
MSBI MIDLAND STS BANCORP INC ILL COM 0.1%
Value ($000) $257 Shares 7,919 Est. Cost $20.84 Unrealized +3.7%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $255 Shares 218 Est. Cost $39.18 Unrealized +40.4%
MTUS TIMKENSTEEL CORP COM 0.1%
Value ($000) $253 Shares 16,645 Est. Cost $28.91 Unrealized -47.4%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $248 Shares 772 Est. Cost $206.79 Unrealized +22.6%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $248 Shares 1,944 Est. Cost $121.53 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $246 Shares 4,055 Est. Cost $36.83 Unrealized +22.4%
BANR BANNER CORP COM NEW 0.1%
Value ($000) $243 Shares 4,410 Est. Cost $42.16 Unrealized +2.3%
DE DEERE & CO COM 0.1%
Value ($000) $243 Shares 1,550 Est. Cost $123.74 Unrealized 0.0%
ESSA BANCORP INC COM 0.1%
Value ($000) $241 Shares 15,397 Est. Cost $12.44 Unrealized
FNWB FIRST NORTHWEST BANCORP COM 0.1%
Value ($000) $241 Shares 14,766 Est. Cost $11.62 Unrealized +31.1%
AFL AFLAC INC COM 0.1%
Value ($000) $240 Shares 2,729 Est. Cost $30.73 Unrealized +14.9%
HBCP HOME BANCORP INC COM 0.1%
Value ($000) $238 Shares 5,517 Est. Cost $29.63 Unrealized +16.2%
SU SUNCOR ENERGY INC NEW COM 0.1%
Value ($000) $237 Shares 6,450 Est. Cost $23.36 Unrealized +9.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $235 Shares 2,800 Est. Cost $85.06 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $235 Shares 2,797 Est. Cost $51.24 Unrealized +22.3%
ORCL ORACLE CORP COM 0.1%
Value ($000) $234 Shares 4,958 Est. Cost $35.55 Unrealized +22.3%
V VISA INC COM CL A 0.0%
Value ($000) $228 Shares 1,996 Est. Cost $95.71 Unrealized +9.1%
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 0.0%
Value ($000) $222 Shares 4,652 Est. Cost $43.42 Unrealized
AETNA INC NEW COM 0.0%
Value ($000) $220 Shares 1,219 Est. Cost $180.48 Unrealized
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $220 Shares 5,550 Est. Cost $38.85 Unrealized
POLYONE CORP COM 0.0%
Value ($000) $218 Shares 5,000 Est. Cost $40.00 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $218 Shares 2,902 Est. Cost $58.73 Unrealized +2.0%
APACHE CORP COM 0.0%
Value ($000) $217 Shares 5,149 Est. Cost $81.82 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $216 Shares 23,661 Est. Cost $8.36 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $216 Shares 2,886 Est. Cost $11.33 Unrealized 0.0%
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value ($000) $210 Shares 8,689 Est. Cost $19.78 Unrealized +20.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $207 Shares 2,188 Est. Cost $84.08 Unrealized
FIRST FINANCIAL NORTHWEST INC COM 0.0%
Value ($000) $207 Shares 13,360 Est. Cost $13.23 Unrealized
SFBC SOUND FINL BANCORP INC COM 0.0%
Value ($000) $206 Shares 6,000 Est. Cost $26.96 Unrealized +6.0%
HOPFED BANCORP INC COM 0.0%
Value ($000) $200 Shares 14,064 Est. Cost $13.44 Unrealized
ORITANI FINL CORP DEL COM 0.0%
Value ($000) $184 Shares 11,250 Est. Cost $17.07 Unrealized
SOUTHERN NATL BANCORP OF VA IN COM 0.0%
Value ($000) $184 Shares 11,484 Est. Cost $13.04 Unrealized
BANKFINANCIAL CORP COM 0.0%
Value ($000) $177 Shares 11,563 Est. Cost $15.31 Unrealized
BANK MUTUAL CORP NEW COM 0.0%
Value ($000) $144 Shares 13,534 Est. Cost $7.83 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $90 Shares 10,900 Est. Cost $16.82 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $53 Shares 13,250 Est. Cost $5.62 Unrealized -25.7%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $26 Shares 11,000 Est. Cost $4.03 Unrealized -44.0%
SVM SILVERCORP METALS INC COM 0.0%
Value ($000) $26 Shares 10,000 Est. Cost $2.90 Unrealized -12.0%