DF DENT & CO INC Diversified Active

CIK: 0000934999 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value ($000): $5,040,468 (100.0% shares, 0.0% debt)

Holdings (222)

ECL ECOLAB INC 4.2%
Value ($000) $211,365 Shares 1,197,267 Est. Cost $87.36 Unrealized +72.8%
V VISA INC CL A 3.9%
Value ($000) $197,212 Shares 1,262,642 Est. Cost $75.01 Unrealized +83.1%
VRSK VERISK ANALYTICS INC 3.9%
Value ($000) $194,711 Shares 1,463,991 Est. Cost $81.00 Unrealized +43.6%
ROP ROPER TECHNOLOGIES INC 3.8%
Value ($000) $189,687 Shares 554,688 Est. Cost $137.95 Unrealized +111.4%
ANSYS INC 3.5%
Value ($000) $178,553 Shares 977,248 Est. Cost $96.01 Unrealized
TYL TYLER TECHNOLOGIES INC 3.1%
Value ($000) $155,002 Shares 758,329 Est. Cost $135.71 Unrealized +45.9%
MCO MOODYS CORP 2.9%
Value ($000) $147,685 Shares 815,536 Est. Cost $71.09 Unrealized +117.9%
WCN WASTE CONNECTIONS INC 2.9%
Value ($000) $145,571 Shares 1,643,201 Est. Cost $53.98 Unrealized +45.5%
FAST FASTENAL CO 2.8%
Value ($000) $142,461 Shares 2,215,218 Est. Cost $9.23 Unrealized +36.9%
BL BLACKLINE, INC. 2.7%
Value ($000) $135,322 Shares 2,921,452 Est. Cost $35.98 Unrealized +30.7%
KMX CARMAX INC 2.7%
Value ($000) $134,859 Shares 1,932,073 Est. Cost $55.28 Unrealized +11.5%
ILMN ILLUMINA INC 2.6%
Value ($000) $130,476 Shares 419,954 Est. Cost $146.80 Unrealized +98.7%
ISRG INTUITIVE SURGICAL INC 2.6%
Value ($000) $129,668 Shares 227,257 Est. Cost $107.43 Unrealized +65.4%
MKL MARKEL CORP HLDG CO 2.5%
Value ($000) $127,061 Shares 127,541 Est. Cost $675.89 Unrealized +50.2%
AMT AMERICAN TOWER CORP. 2.4%
Value ($000) $122,956 Shares 623,953 Est. Cost $92.10 Unrealized +58.6%
TDG TRANSDIGM GROUP INC 2.4%
Value ($000) $122,136 Shares 269,027 Est. Cost $165.54 Unrealized +82.0%
PROS HOLDINGS INC 2.4%
Value ($000) $119,978 Shares 2,840,379 Est. Cost $24.58 Unrealized
TECH BIO-TECHNE CORP 2.4%
Value ($000) $118,922 Shares 598,951 Est. Cost $29.82 Unrealized +46.2%
AMZN AMAZON.COM INC 2.3%
Value ($000) $118,336 Shares 66,453 Est. Cost $45.21 Unrealized +84.1%
SPGI S & P GLOBAL INC 2.3%
Value ($000) $115,825 Shares 550,107 Est. Cost $113.20 Unrealized +61.4%
CSGP COSTAR GROUP INC 2.3%
Value ($000) $115,596 Shares 247,837 Est. Cost $21.27 Unrealized +94.3%
TRMB TRIMBLE INC 2.2%
Value ($000) $110,347 Shares 2,731,369 Est. Cost $28.96 Unrealized +31.1%
GOOG ALPHABET INC CLASS C 2.2%
Value ($000) $109,076 Shares 92,964 Est. Cost $38.53 Unrealized +44.5%
MA MASTERCARD INC-CLASS A 2.2%
Value ($000) $108,436 Shares 460,549 Est. Cost $91.98 Unrealized +125.3%
RED HAT INC 1.7%
Value ($000) $84,560 Shares 462,837 Est. Cost $58.70 Unrealized
CBRE CBRE GROUP INC 1.6%
Value ($000) $80,322 Shares 1,624,316 Est. Cost $35.76 Unrealized +31.3%
HCSG HEALTHCARE SERVICES GROUP INC 1.6%
Value ($000) $80,034 Shares 2,426,010 Est. Cost $32.57 Unrealized +17.6%
AZTA BROOKS AUTOMATION, INC. 1.6%
Value ($000) $78,887 Shares 2,689,641 Est. Cost $27.18 Unrealized +8.2%
TFX TELEFLEX INC COM 1.6%
Value ($000) $78,616 Shares 260,179 Est. Cost $249.01 Unrealized +7.6%
VMC VULCAN MATERIALS 1.5%
Value ($000) $77,799 Shares 657,089 Est. Cost $101.79 Unrealized 0.0%
ENVESTNET INC 1.5%
Value ($000) $77,336 Shares 1,182,696 Est. Cost $39.01 Unrealized
SEIC SEI INVESTMENTS CO 1.5%
Value ($000) $73,276 Shares 1,402,412 Est. Cost $25.99 Unrealized +76.0%
SBAC SBA COMMUNICATIONS CORP CL A 1.3%
Value ($000) $64,066 Shares 320,875 Est. Cost $127.99 Unrealized +30.8%
BLACK KNIGHT, INC. 1.2%
Value ($000) $62,402 Shares 1,144,986 Est. Cost $50.79 Unrealized
GENESEE AND WYOMING INC 1.2%
Value ($000) $58,396 Shares 670,140 Est. Cost $77.93 Unrealized
DHR DANAHER CORP DEL COM 1.1%
Value ($000) $56,440 Shares 427,512 Est. Cost $86.53 Unrealized +14.9%
OKTA OKTA, INC. 1.0%
Value ($000) $51,551 Shares 623,129 Est. Cost $62.38 Unrealized +26.9%
QUALYS INC COM 1.0%
Value ($000) $51,138 Shares 618,062 Est. Cost $72.89 Unrealized
BLKB BLACKBAUD INC 0.9%
Value ($000) $45,968 Shares 576,540 Est. Cost $66.77 Unrealized +9.1%
TMO THERMO FISHER SCNTFC 0.7%
Value ($000) $36,295 Shares 132,599 Est. Cost $235.76 Unrealized +3.7%
IDXX IDEXX LABORATORIES INC 0.5%
Value ($000) $24,819 Shares 110,996 Est. Cost $105.39 Unrealized +95.9%
CORE LAB N.V. 0.4%
Value ($000) $21,948 Shares 318,412 Est. Cost $109.38 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $20,175 Shares 353,767 Est. Cost $46.76 Unrealized -2.2%
ORLY O REILLY AUTOMOTIVE INC 0.4%
Value ($000) $19,373 Shares 49,892 Est. Cost $18.70 Unrealized +29.4%
TRANSUNION 0.4%
Value ($000) $18,392 Shares 275,171 Est. Cost $56.80 Unrealized
WSO WATSCO INC 0.4%
Value ($000) $18,091 Shares 126,322 Est. Cost $147.85 Unrealized -3.0%
INTC INTEL CORP 0.3%
Value ($000) $15,400 Shares 286,784 Est. Cost $17.38 Unrealized +152.2%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $15,242 Shares 146,488 Est. Cost $55.51 Unrealized +47.8%
JNJ JOHNSON AND JOHNSON COM 0.3%
Value ($000) $14,772 Shares 105,673 Est. Cost $74.04 Unrealized +49.0%
MSFT MICROSOFT CORP 0.3%
Value ($000) $12,702 Shares 107,701 Est. Cost $55.73 Unrealized +83.5%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $12,356 Shares 123,415 Est. Cost $49.84 Unrealized +46.9%
FISV FISERV INC 0.2%
Value ($000) $11,982 Shares 135,724 Est. Cost $61.23 Unrealized +34.8%
KIDS ORTHOPEDIATRICS CORP 0.2%
Value ($000) $11,961 Shares 270,432 Est. Cost $29.42 Unrealized +29.3%
CELGENE CORP 0.2%
Value ($000) $11,352 Shares 120,334 Est. Cost $101.70 Unrealized
HEI/A HEICO CORP NEW CL A 0.2%
Value ($000) $10,251 Shares 121,948 Est. Cost $65.78 Unrealized +10.4%
AOS A. O. SMITH CORPORATION 0.2%
Value ($000) $10,233 Shares 191,926 Est. Cost $51.29 Unrealized -14.5%
CCOI COGENT COMMUNICATIONS 0.2%
Value ($000) $8,486 Shares 156,418 Est. Cost $32.80 Unrealized +4.4%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $8,369 Shares 41,662 Est. Cost $161.27 Unrealized +25.2%
CROWN CASTLE REIT INC SHS 0.1%
Value ($000) $7,452 Shares 58,216 Est. Cost $86.67 Unrealized
PLOW DOUGLAS DYNAMICS INC 0.1%
Value ($000) $7,399 Shares 194,357 Est. Cost $33.05 Unrealized +12.7%
W WAYFAIR 0.1%
Value ($000) $7,326 Shares 49,349 Est. Cost $114.84 Unrealized +13.6%
NOVANTA INC COM NPV 0.1%
Value ($000) $7,115 Shares 83,968 Est. Cost $78.93 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $7,052 Shares 72,579 Est. Cost $82.91 Unrealized +7.8%
BFAM BRIGHT HORIZONS FAM SOL IN DEL 0.1%
Value ($000) $6,935 Shares 54,562 Est. Cost $109.53 Unrealized +8.8%
CONSTELLATION SOFTWARE INC. 0.1%
Value ($000) $6,841 Shares 8,088 Est. Cost $606.64 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $6,820 Shares 240,311 Est. Cost $22.48 Unrealized +7.5%
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.1%
Value ($000) $6,732 Shares 117,804 Est. Cost $57.99 Unrealized -5.8%
JBTM JOHN BEAN TECHNOLOGIES 0.1%
Value ($000) $6,651 Shares 72,384 Est. Cost $84.18 Unrealized -2.1%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $6,581 Shares 50,608 Est. Cost $113.95 Unrealized +5.3%
AAPL APPLE INC 0.1%
Value ($000) $6,030 Shares 31,745 Est. Cost $35.72 Unrealized +13.2%
MLAB MESA LABS INC 0.1%
Value ($000) $5,938 Shares 25,761 Est. Cost $197.02 Unrealized +11.5%
MNRO MONRO INC 0.1%
Value ($000) $5,742 Shares 66,366 Est. Cost $68.65 Unrealized +10.3%
EVO PAYMENT INC 0.1%
Value ($000) $5,740 Shares 197,578 Est. Cost $28.05 Unrealized
HLNE HAMILTON LANE INC 0.1%
Value ($000) $5,666 Shares 130,018 Est. Cost $40.22 Unrealized +2.5%
DG DOLLAR GENERAL 0.1%
Value ($000) $5,557 Shares 46,577 Est. Cost $85.08 Unrealized +24.9%
COMCAST CORP NEW CL A 0.1%
Value ($000) $5,502 Shares 137,608 Est. Cost $43.96 Unrealized
BEACON ROOFING SUPPLY INC 0.1%
Value ($000) $5,488 Shares 170,654 Est. Cost $34.55 Unrealized
TDOC TELADOC INC 0.1%
Value ($000) $5,272 Shares 94,815 Est. Cost $46.77 Unrealized +30.5%
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $5,060 Shares 60,347 Est. Cost $68.98 Unrealized +2.7%
DISCOVER FINANCIAL SERVICES 0.1%
Value ($000) $5,048 Shares 70,938 Est. Cost $58.70 Unrealized
VOO VANGUARD INDEX FDS FORMERLY VA 0.1%
Value ($000) $4,961 Shares 19,114 Est. Cost $203.88 Unrealized
DXCM DEXCOM INC 0.1%
Value ($000) $4,955 Shares 41,600 Est. Cost $30.18 Unrealized +16.4%
MERCK AND CO INC SHS 0.1%
Value ($000) $4,315 Shares 51,882 Est. Cost $57.67 Unrealized
HELIOS TECHNOLOGIES, INC. 0.1%
Value ($000) $4,283 Shares 92,093 Est. Cost $43.24 Unrealized
VAPOTHERM INC 0.1%
Value ($000) $4,237 Shares 215,632 Est. Cost $19.74 Unrealized
WSFS WSFS FINANCIAL CORP 0.1%
Value ($000) $4,236 Shares 109,730 Est. Cost $39.41 Unrealized +5.5%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $4,124 Shares 37,668 Est. Cost $80.42 Unrealized +9.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $3,836 Shares 47,830 Est. Cost $25.59 Unrealized +136.2%
ULTIMATE SOFTWARE GROUP INC 0.1%
Value ($000) $3,786 Shares 11,468 Est. Cost $288.51 Unrealized
TRUP TRUPANION, INC. 0.1%
Value ($000) $3,762 Shares 114,916 Est. Cost $28.47 Unrealized 0.0%
NSC NORFOLK SOUTHERN CO 0.1%
Value ($000) $3,431 Shares 18,358 Est. Cost $120.00 Unrealized +25.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $3,390 Shares 21,332 Est. Cost $115.05 Unrealized +5.3%
CISCO SYSTEMS INC COM 0.1%
Value ($000) $3,337 Shares 61,802 Est. Cost $28.47 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US 0.1%
Value ($000) $3,334 Shares 66,478 Est. Cost $45.38 Unrealized
CANTEL MEDICAL CORP 0.1%
Value ($000) $3,263 Shares 48,786 Est. Cost $72.91 Unrealized
EXPO EXPONENT INC 0.1%
Value ($000) $3,158 Shares 54,713 Est. Cost $39.28 Unrealized +27.5%
UNITED TECHNOLOGIES CORP. 0.1%
Value ($000) $3,141 Shares 24,366 Est. Cost $123.02 Unrealized
EVENTBRITE INC 0.1%
Value ($000) $3,097 Shares 161,538 Est. Cost $25.06 Unrealized
EVTC EVERTEC INC 0.1%
Value ($000) $3,075 Shares 110,566 Est. Cost $24.50 Unrealized +11.2%
PFE PFIZER INC 0.1%
Value ($000) $3,071 Shares 72,309 Est. Cost $21.56 Unrealized +35.6%
MGPI MGP INGREDIENTS INC 0.1%
Value ($000) $3,001 Shares 38,894 Est. Cost $78.15 Unrealized -6.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $2,953 Shares 67,767 Est. Cost $52.58 Unrealized -32.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $2,933 Shares 34,625 Est. Cost $9.91 Unrealized +104.3%
WDFC WD-40 COMPANY 0.1%
Value ($000) $2,795 Shares 16,494 Est. Cost $138.56 Unrealized +14.3%
ALL ALLSTATE CORPORATION 0.1%
Value ($000) $2,772 Shares 29,433 Est. Cost $81.05 Unrealized -5.1%
KANSAS CITY SOUTHERN COM NEW 0.1%
Value ($000) $2,712 Shares 23,383 Est. Cost $108.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DELAWA 0.1%
Value ($000) $2,711 Shares 9 Est. Cost $212752.77 Unrealized +42.3%
HD SUPPLY HOLDINGS INC 0.1%
Value ($000) $2,615 Shares 60,321 Est. Cost $38.53 Unrealized
EDWARDS LIFESCIENCES 0.0%
Value ($000) $2,506 Shares 13,096 Est. Cost $112.08 Unrealized
LAD LITHIA MOTORS INC CL A 0.0%
Value ($000) $2,481 Shares 26,750 Est. Cost $89.66 Unrealized -3.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $2,479 Shares 54,453 Est. Cost $66.33 Unrealized
LMAT LEMAITRE VASCULAR 0.0%
Value ($000) $2,460 Shares 79,340 Est. Cost $26.94 Unrealized -7.7%
DSGX THE DESCARTES SYSTEMS GROUP IN 0.0%
Value ($000) $2,405 Shares 66,108 Est. Cost $30.96 Unrealized +4.4%
ALLE ALLEGION PLC 0.0%
Value ($000) $2,396 Shares 26,412 Est. Cost $76.01 Unrealized +4.9%
KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $2,394 Shares 27,456 Est. Cost $50.24 Unrealized
LFUS LITTELFUSE INC 0.0%
Value ($000) $2,339 Shares 12,820 Est. Cost $182.86 Unrealized +1.0%
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $2,323 Shares 15,187 Est. Cost $138.53 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $2,230 Shares 27,296 Est. Cost $52.35 Unrealized +38.0%
COUPA SOFTWARE 0.0%
Value ($000) $2,204 Shares 24,228 Est. Cost $90.97 Unrealized
ADP AUTOMATIC DATA PROC 0.0%
Value ($000) $2,149 Shares 13,456 Est. Cost $47.23 Unrealized +165.6%
EXXON MOBIL CORP COM 0.0%
Value ($000) $2,140 Shares 26,487 Est. Cost $82.13 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $2,106 Shares 20,803 Est. Cost $99.67 Unrealized
TE CONNECTIVITY LTD F 0.0%
Value ($000) $2,072 Shares 25,659 Est. Cost $94.16 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $2,037 Shares 26,758 Est. Cost $68.54 Unrealized 0.0%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $1,846 Shares 12,255 Est. Cost $30.73 Unrealized +92.3%
KO COCA COLA COM 0.0%
Value ($000) $1,809 Shares 38,613 Est. Cost $30.22 Unrealized +25.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $1,804 Shares 20,160 Est. Cost $43.85 Unrealized +68.1%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $1,800 Shares 25,268 Est. Cost $60.61 Unrealized 0.0%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $1,720 Shares 6,958 Est. Cost $219.68 Unrealized
NUTRIEN LTD 0.0%
Value ($000) $1,682 Shares 31,875 Est. Cost $54.37 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $1,492 Shares 1,268 Est. Cost $874.00 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $1,489 Shares 12,152 Est. Cost $78.00 Unrealized +18.5%
HCP INC 0.0%
Value ($000) $1,478 Shares 47,211 Est. Cost $32.50 Unrealized
WY WEYERHAEUSER CO 0.0%
Value ($000) $1,432 Shares 54,370 Est. Cost $25.84 Unrealized -25.3%
3M COMPANY 0.0%
Value ($000) $1,391 Shares 6,693 Est. Cost $183.23 Unrealized
IBM IBM CORP 0.0%
Value ($000) $1,332 Shares 9,440 Est. Cost $112.25 Unrealized -15.7%
VENTAS INC REIT 0.0%
Value ($000) $1,297 Shares 20,324 Est. Cost $62.96 Unrealized
USB U S BANCORP 0.0%
Value ($000) $1,293 Shares 26,831 Est. Cost $25.70 Unrealized +46.3%
CVX CHEVRON CORP 0.0%
Value ($000) $1,288 Shares 10,453 Est. Cost $76.90 Unrealized +13.7%
EPD ENTERPRISE PRDTS PRTN LPL P 0.0%
Value ($000) $1,269 Shares 43,617 Est. Cost $35.10 Unrealized
TSCO TRACTOR SUPPLY COMP 0.0%
Value ($000) $1,233 Shares 12,609 Est. Cost $12.06 Unrealized +35.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $1,230 Shares 4,324 Est. Cost $251.68 Unrealized
VIG VANGUARD DIVIDEND APPREC 0.0%
Value ($000) $1,210 Shares 11,034 Est. Cost $74.99 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $1,105 Shares 5,834 Est. Cost $175.36 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $1,032 Shares 95,902 Est. Cost $18.43 Unrealized -35.5%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $1,010 Shares 12,638 Est. Cost $35.69 Unrealized +85.2%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $1,010 Shares 11,626 Est. Cost $78.09 Unrealized
AMGN AMGEN INC COM PV $0.0001 0.0%
Value ($000) $980 Shares 5,156 Est. Cost $145.12 Unrealized +6.6%
VWO VANGUARD FTSE EMERGING MARK ET 0.0%
Value ($000) $971 Shares 22,843 Est. Cost $39.89 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $943 Shares 7,264 Est. Cost $46.44 Unrealized +138.9%
PNC PNC FINCL SERVICES GROUP 0.0%
Value ($000) $900 Shares 7,335 Est. Cost $70.69 Unrealized +36.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $877 Shares 13,523 Est. Cost $62.17 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $862 Shares 10,263 Est. Cost $7.63 Unrealized +108.9%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $831 Shares 12,125 Est. Cost $46.83 Unrealized +17.4%
STERIS PLC 0.0%
Value ($000) $813 Shares 6,351 Est. Cost $128.01 Unrealized
CHUBB LTD 0.0%
Value ($000) $784 Shares 5,600 Est. Cost $138.25 Unrealized
VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $784 Shares 13,266 Est. Cost $53.72 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $748 Shares 10,926 Est. Cost $43.40 Unrealized +29.1%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $712 Shares 12,400 Est. Cost $18.48 Unrealized +63.6%
ELLIE MAE INC 0.0%
Value ($000) $656 Shares 6,648 Est. Cost $102.59 Unrealized
VYM VANGUARD HIGH DVD YIELD ETF 0.0%
Value ($000) $636 Shares 7,426 Est. Cost $67.65 Unrealized
ABBVIE INC SHS 0.0%
Value ($000) $630 Shares 7,822 Est. Cost $66.71 Unrealized
CONOCOPHILLIPS 0.0%
Value ($000) $629 Shares 9,420 Est. Cost $55.27 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $624 Shares 3,174 Est. Cost $167.97 Unrealized
LNC LINCOLN NTL CORP IND NPV 0.0%
Value ($000) $622 Shares 10,603 Est. Cost $35.92 Unrealized +20.2%
DIS DISNEY (WALT) CO COM STK 0.0%
Value ($000) $579 Shares 5,212 Est. Cost $79.82 Unrealized +35.1%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $576 Shares 3,035 Est. Cost $140.52 Unrealized +10.0%
NSRGY NESTLE S A REP RG SH ADR 0.0%
Value ($000) $566 Shares 5,942 Est. Cost $87.18 Unrealized
BB&T CORPORATION 0.0%
Value ($000) $544 Shares 11,700 Est. Cost $50.45 Unrealized
GENERAL ELECTRIC 0.0%
Value ($000) $522 Shares 52,229 Est. Cost $23.05 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $515 Shares 2,684 Est. Cost $72.87 Unrealized +112.3%
POOL CORPORATION 0.0%
Value ($000) $511 Shares 3,098 Est. Cost $87.83 Unrealized
NOVARTIS ADR 0.0%
Value ($000) $508 Shares 5,285 Est. Cost $83.08 Unrealized
M & T BANK CORP 0.0%
Value ($000) $507 Shares 3,227 Est. Cost $111.03 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $486 Shares 6,303 Est. Cost $70.31 Unrealized
WMT WALMART STORES 0.0%
Value ($000) $433 Shares 4,441 Est. Cost $25.31 Unrealized +15.5%
APD AIR PRODUCTS & CHEMICALS, INC. 0.0%
Value ($000) $412 Shares 2,158 Est. Cost $118.03 Unrealized +23.4%
W.P. CAREY INC. REIT 0.0%
Value ($000) $399 Shares 5,095 Est. Cost $62.19 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $378 Shares 2,615 Est. Cost $111.32 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP C 0.0%
Value ($000) $373 Shares 6,150 Est. Cost $66.90 Unrealized
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $368 Shares 1,475 Est. Cost $79.07 Unrealized +169.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $362 Shares 3,229 Est. Cost $59.29 Unrealized +42.9%
EAST WEST BANCORP INC 0.0%
Value ($000) $360 Shares 7,500 Est. Cost $57.63 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value ($000) $356 Shares 2,248 Est. Cost $103.17 Unrealized +48.4%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $349 Shares 2,090 Est. Cost $110.32 Unrealized +25.2%
DUKE REALTY CORP REIT 0.0%
Value ($000) $342 Shares 11,175 Est. Cost $16.03 Unrealized
BA THE BOEING CO 0.0%
Value ($000) $337 Shares 884 Est. Cost $322.88 Unrealized +16.2%
KMB KIMBERLY CLARK 0.0%
Value ($000) $336 Shares 2,713 Est. Cost $78.53 Unrealized +16.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $329 Shares 2,941 Est. Cost $73.41 Unrealized +10.3%
CI CIGNA CORP 0.0%
Value ($000) $327 Shares 2,036 Est. Cost $190.77 Unrealized -12.5%
DOWDUPONT INC 0.0%
Value ($000) $316 Shares 5,920 Est. Cost $67.94 Unrealized
NPSNY NASPERS SPON ADR EACH REP 0.2 0.0%
Value ($000) $313 Shares 6,750 Est. Cost $46.37 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $298 Shares 2,074 Est. Cost $60.82 Unrealized +92.4%
AAC HOLDINGS INC 0.0%
Value ($000) $297 Shares 161,485 Est. Cost $24.25 Unrealized
EQUITY RESIDENTIAL REIT 0.0%
Value ($000) $289 Shares 3,838 Est. Cost $74.30 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $287 Shares 3,000 Est. Cost $35.95 Unrealized +88.5%
BAC BANK AMER CORP COM 0.0%
Value ($000) $284 Shares 10,311 Est. Cost $24.86 Unrealized -3.9%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $274 Shares 2,010 Est. Cost $130.20 Unrealized -18.1%
FACEBOOK INC CLASS 0.0%
Value ($000) $264 Shares 1,582 Est. Cost $184.88 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $261 Shares 6,500 Est. Cost $40.46 Unrealized +3.2%
EXACT SCIENCES CORP COM 0.0%
Value ($000) $260 Shares 3,000 Est. Cost $86.67 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $256 Shares 4,450 Est. Cost $70.71 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $251 Shares 2,842 Est. Cost $56.07 Unrealized 0.0%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $249 Shares 4,285 Est. Cost $50.33 Unrealized +12.8%
EPI WISDOMTREE TR INDIA ERNGS FD 0.0%
Value ($000) $237 Shares 9,000 Est. Cost $24.55 Unrealized
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $232 Shares 2,942 Est. Cost $59.25 Unrealized 0.0%
BTI BRITISH AMER TOBACCO PLC ADR 0.0%
Value ($000) $225 Shares 5,402 Est. Cost $41.65 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $216 Shares 2,544 Est. Cost $62.39 Unrealized 0.0%
ORACLE CORPORATION 0.0%
Value ($000) $216 Shares 4,025 Est. Cost $44.00 Unrealized
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $215 Shares 5,000 Est. Cost $43.00 Unrealized
FTV FORTIVE CORPORATION 0.0%
Value ($000) $210 Shares 2,508 Est. Cost $47.35 Unrealized 0.0%
O REALTY INCM CRP MD PV$1.REIT 0.0%
Value ($000) $208 Shares 2,832 Est. Cost $47.55 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $207 Shares 2,170 Est. Cost $71.47 Unrealized +0.6%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $207 Shares 4,000 Est. Cost $49.98 Unrealized -6.4%
SYNCHRONY FINANCIAL 0.0%
Value ($000) $206 Shares 6,458 Est. Cost $31.90 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $203 Shares 1,030 Est. Cost $167.09 Unrealized 0.0%
WFC WELLS FARGO & CO 0.0%
Value ($000) $203 Shares 4,211 Est. Cost $32.29 Unrealized +26.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $202 Shares 3,740 Est. Cost $49.47 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $148 Shares 16,000 Est. Cost $7.60 Unrealized 0.0%
GLU MOBILE INC 0.0%
Value ($000) $137 Shares 12,500 Est. Cost $10.96 Unrealized
BLACKROCK ENHANCED EQT DIV TR 0.0%
Value ($000) $85 Shares 10,000 Est. Cost $7.20 Unrealized
KEYON COMMUNI HOLD INC 0.0%
Value ($000) $0 Shares 16,667 Est. Cost Unrealized