DF DENT & CO INC Diversified Active

CIK: 0000934999 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $8,608,794 (100.0% shares, 0.0% debt)

Holdings (224)

BL BLACKLINE INC 4.0%
Value ($000) $343,727 Shares 2,577,053 Est. Cost $39.70 Unrealized +181.0%
ANSYS INC 3.9%
Value ($000) $339,896 Shares 934,293 Est. Cost $108.15 Unrealized
TECH BIO-TECHNE CORP 3.4%
Value ($000) $293,995 Shares 925,823 Est. Cost $38.51 Unrealized +84.1%
ECL ECOLAB INC 3.1%
Value ($000) $264,440 Shares 1,222,221 Est. Cost $94.42 Unrealized +109.1%
ISRG INTUITIVE SURGICAL INC 3.1%
Value ($000) $263,940 Shares 322,626 Est. Cost $129.22 Unrealized +92.1%
V VISA INC CL A 3.0%
Value ($000) $257,427 Shares 1,176,915 Est. Cost $75.01 Unrealized +162.9%
ILMN ILLUMINA INC 3.0%
Value ($000) $256,514 Shares 693,281 Est. Cost $208.53 Unrealized +52.9%
CABO CABLE ONE INC COM 2.9%
Value ($000) $250,236 Shares 112,328 Est. Cost $1512.16 Unrealized +21.4%
VRSK VERISK ANALYTICS INC 2.9%
Value ($000) $249,144 Shares 1,200,171 Est. Cost $86.99 Unrealized +116.2%
VMC VULCAN MATERIALS CO 2.8%
Value ($000) $242,390 Shares 1,634,344 Est. Cost $114.15 Unrealized +19.9%
WCN WASTE CONNECTIONS INC 2.8%
Value ($000) $240,686 Shares 2,346,554 Est. Cost $68.07 Unrealized +46.6%
ROP ROPER TECHNOLOGIES INC 2.7%
Value ($000) $232,250 Shares 538,750 Est. Cost $154.21 Unrealized +158.3%
MKL MARKEL CORP HLDG CO 2.6%
Value ($000) $223,051 Shares 215,863 Est. Cost $847.50 Unrealized +17.6%
TFX TELEFLEX INC COM 2.5%
Value ($000) $219,189 Shares 532,568 Est. Cost $298.54 Unrealized +19.6%
MCO MOODYS CORP 2.5%
Value ($000) $218,971 Shares 754,448 Est. Cost $84.51 Unrealized +217.0%
CSGP COSTAR GROUP INC 2.4%
Value ($000) $210,516 Shares 227,762 Est. Cost $24.93 Unrealized +251.7%
TDG TRANSDIGM GROUP INC 2.4%
Value ($000) $206,055 Shares 332,965 Est. Cost $219.68 Unrealized +108.0%
FAST FASTENAL CO 2.4%
Value ($000) $203,316 Shares 4,163,743 Est. Cost $11.91 Unrealized +74.0%
MA MASTERCARD INC-CLASS A 2.2%
Value ($000) $189,534 Shares 530,997 Est. Cost $128.72 Unrealized +151.2%
KMX CARMAX INC 2.1%
Value ($000) $182,690 Shares 1,934,042 Est. Cost $63.89 Unrealized +46.8%
AMZN AMAZON.COM INC 2.0%
Value ($000) $176,086 Shares 54,065 Est. Cost $47.19 Unrealized +238.2%
DHR DANAHER CORP 1.9%
Value ($000) $165,297 Shares 744,112 Est. Cost $99.68 Unrealized +96.6%
BLACK KNIGHT INC 1.9%
Value ($000) $161,691 Shares 1,830,118 Est. Cost $58.67 Unrealized
AMT AMERICAN TOWER CORP 1.8%
Value ($000) $157,924 Shares 703,575 Est. Cost $118.06 Unrealized +69.2%
HEI/A HEICO CORP CL A 1.8%
Value ($000) $157,714 Shares 1,347,289 Est. Cost $84.77 Unrealized +27.4%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $153,389 Shares 329,316 Est. Cost $261.98 Unrealized +76.6%
GOOG ALPHABET INC CLASS C 1.7%
Value ($000) $148,941 Shares 85,018 Est. Cost $41.12 Unrealized +103.6%
SBAC SBA COMMUNICATIONS CORP CL A 1.7%
Value ($000) $148,537 Shares 526,485 Est. Cost $184.75 Unrealized +48.0%
SPGI S & P GLOBAL INC 1.7%
Value ($000) $148,218 Shares 450,881 Est. Cost $113.20 Unrealized +185.5%
CBRE CBRE GROUP INC 1.6%
Value ($000) $141,930 Shares 2,262,917 Est. Cost $42.04 Unrealized +34.4%
IDEXX LABS INC 1.5%
Value ($000) $129,249 Shares 258,565 Est. Cost $289.99 Unrealized
OKTA OKTA, INC 1.4%
Value ($000) $117,381 Shares 461,658 Est. Cost $71.26 Unrealized +233.6%
ENVESTNET INC 1.3%
Value ($000) $115,394 Shares 1,402,287 Est. Cost $45.81 Unrealized
QUALYS INC COM 1.3%
Value ($000) $113,833 Shares 934,053 Est. Cost $77.16 Unrealized
PROS HOLDINGS INC 1.3%
Value ($000) $113,401 Shares 2,233,620 Est. Cost $28.46 Unrealized
VEEV VEEVA SYSTEMS, INC. 1.3%
Value ($000) $110,326 Shares 405,236 Est. Cost $161.16 Unrealized +73.8%
TYL TYLER TECHNOLOGIES INC 1.2%
Value ($000) $103,105 Shares 236,198 Est. Cost $138.79 Unrealized +197.3%
QCOM QUALCOMM INC 1.2%
Value ($000) $99,380 Shares 652,355 Est. Cost $86.13 Unrealized +44.8%
GWRE GUIDEWIRE SOFTWARE INC 1.1%
Value ($000) $97,206 Shares 755,112 Est. Cost $110.38 Unrealized +3.4%
TWLO TWILIO INC. 1.1%
Value ($000) $90,814 Shares 268,285 Est. Cost $112.73 Unrealized +177.2%
AZTA BROOKS AUTOMATION INC 1.0%
Value ($000) $87,643 Shares 1,291,711 Est. Cost $31.52 Unrealized +96.8%
CROWDSTRIKE HOLDINGS, INC. 0.8%
Value ($000) $71,725 Shares 338,613 Est. Cost $200.59 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL 0.8%
Value ($000) $66,819 Shares 386,260 Est. Cost $118.15 Unrealized +38.5%
ATLASSIAN CORPORATION PLC 0.7%
Value ($000) $63,348 Shares 270,870 Est. Cost $145.58 Unrealized
DG DOLLAR GENERAL CORP 0.5%
Value ($000) $40,577 Shares 192,950 Est. Cost $132.43 Unrealized +49.6%
ODFL OLD DOMINION FGHT LINES INC CO 0.4%
Value ($000) $35,557 Shares 182,175 Est. Cost $66.89 Unrealized +45.2%
MASI MASIMO CORP COM 0.3%
Value ($000) $29,634 Shares 110,419 Est. Cost $249.38 Unrealized 0.0%
COUPA SOFTWARE 0.3%
Value ($000) $28,320 Shares 83,562 Est. Cost $140.78 Unrealized
MSFT MICROSOFT CORP 0.3%
Value ($000) $25,101 Shares 112,856 Est. Cost $61.77 Unrealized +233.6%
TREX TREX COMPANY, INC. 0.2%
Value ($000) $21,286 Shares 254,252 Est. Cost $56.81 Unrealized +34.7%
KIDS ORTHOPEDIATRICS CORP 0.2%
Value ($000) $20,947 Shares 507,803 Est. Cost $36.57 Unrealized +25.4%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $19,681 Shares 141,451 Est. Cost $56.72 Unrealized +117.1%
O REILLY AUTOMOTIVE 0.2%
Value ($000) $19,470 Shares 43,022 Est. Cost $438.26 Unrealized
IAA INC. 0.2%
Value ($000) $19,134 Shares 294,453 Est. Cost $40.18 Unrealized
SITE SITEONE LANDSCAPE SUPPLY, INC. 0.2%
Value ($000) $18,208 Shares 114,782 Est. Cost $69.46 Unrealized +97.4%
ATRION CORPORATION 0.2%
Value ($000) $17,905 Shares 27,878 Est. Cost $640.81 Unrealized
FND FLOOR & DECOR HOLDINGS, INC. 0.2%
Value ($000) $17,851 Shares 192,258 Est. Cost $50.00 Unrealized +66.8%
PLOW DOUGLAS DYNAMICS INC 0.2%
Value ($000) $17,586 Shares 411,174 Est. Cost $36.21 Unrealized +6.1%
HLNE HAMILTON LANE INC 0.2%
Value ($000) $15,294 Shares 195,950 Est. Cost $47.56 Unrealized +52.4%
AAPL APPLE INC 0.2%
Value ($000) $14,764 Shares 111,267 Est. Cost $89.52 Unrealized +30.7%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $14,228 Shares 93,984 Est. Cost $51.45 Unrealized +122.3%
MLAB MESA LABS INC 0.2%
Value ($000) $14,224 Shares 49,622 Est. Cost $214.74 Unrealized +25.1%
NOVANTA INC COM NPV 0.2%
Value ($000) $12,992 Shares 109,893 Est. Cost $83.40 Unrealized
EVO PAYMENTS INC 0.2%
Value ($000) $12,950 Shares 479,440 Est. Cost $27.55 Unrealized
JNJ JOHNSON AND JOHNSON COM 0.1%
Value ($000) $12,767 Shares 81,121 Est. Cost $74.71 Unrealized +70.7%
INTC INTEL CORP 0.1%
Value ($000) $12,556 Shares 252,033 Est. Cost $17.38 Unrealized +153.3%
JBTM JOHN BEAN TECHNOLOGIES 0.1%
Value ($000) $12,496 Shares 109,742 Est. Cost $90.17 Unrealized +12.3%
CCOI COGENT COMMUNICATIONS HOLDINGS 0.1%
Value ($000) $12,152 Shares 202,977 Est. Cost $40.73 Unrealized +8.6%
TRUP TRUPANION, INC. 0.1%
Value ($000) $11,436 Shares 95,534 Est. Cost $29.41 Unrealized +221.1%
ALRM ALARM.COM 0.1%
Value ($000) $10,582 Shares 102,289 Est. Cost $56.49 Unrealized +28.4%
EXPO EXPONENT INC 0.1%
Value ($000) $10,011 Shares 111,195 Est. Cost $52.56 Unrealized +43.1%
HQY HEALTHEQUITY, INC. 0.1%
Value ($000) $9,938 Shares 142,567 Est. Cost $55.88 Unrealized +11.3%
CONSTELLATION SOFTWR F 0.1%
Value ($000) $9,633 Shares 7,393 Est. Cost $606.64 Unrealized
RGEN REPLIGEN CORPORATION 0.1%
Value ($000) $9,575 Shares 49,965 Est. Cost $112.15 Unrealized +62.2%
CROWN CASTLE REIT INC 0.1%
Value ($000) $8,591 Shares 53,964 Est. Cost $87.89 Unrealized
LMAT LEMAITRE VASCULAR 0.1%
Value ($000) $8,391 Shares 207,191 Est. Cost $27.92 Unrealized +22.0%
DSGX THE DESCARTES SYSTEMS GROUP IN 0.1%
Value ($000) $8,324 Shares 142,338 Est. Cost $39.05 Unrealized +45.0%
EVTC EVERTEC INC 0.1%
Value ($000) $7,952 Shares 202,240 Est. Cost $27.28 Unrealized +32.8%
ASPEN TECHNOLOGY, INC. 0.1%
Value ($000) $7,591 Shares 58,283 Est. Cost $128.02 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.1%
Value ($000) $7,069 Shares 30,486 Est. Cost $161.27 Unrealized +36.5%
TDOC TELADOC INC 0.1%
Value ($000) $6,483 Shares 32,421 Est. Cost $48.76 Unrealized +317.0%
CANTEL MEDICAL CORP 0.1%
Value ($000) $6,454 Shares 81,847 Est. Cost $71.31 Unrealized
J P MORGAN CHASE & CO 0.1%
Value ($000) $6,255 Shares 49,221 Est. Cost $105.80 Unrealized
LFUS LITTELFUSE INC 0.1%
Value ($000) $6,196 Shares 24,332 Est. Cost $183.02 Unrealized +21.0%
FISV FISERV INC 0.1%
Value ($000) $5,967 Shares 52,406 Est. Cost $61.23 Unrealized +76.0%
MNRO MONRO INC 0.1%
Value ($000) $5,875 Shares 110,224 Est. Cost $69.15 Unrealized -34.0%
WDFC WD-40 COMPANY 0.1%
Value ($000) $5,487 Shares 20,654 Est. Cost $148.83 Unrealized +49.9%
CVGW CALAVO GROWERS INC 0.1%
Value ($000) $5,245 Shares 75,540 Est. Cost $67.45 Unrealized -6.7%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $5,207 Shares 15,151 Est. Cost $204.45 Unrealized
WSO WATSCO INC 0.1%
Value ($000) $5,019 Shares 22,154 Est. Cost $147.85 Unrealized +55.5%
IEX IDEX CORP 0.1%
Value ($000) $4,706 Shares 23,623 Est. Cost $149.13 Unrealized +19.8%
W WAYFAIR 0.1%
Value ($000) $4,403 Shares 19,497 Est. Cost $109.32 Unrealized +142.8%
MERCK & CO. INC. 0.0%
Value ($000) $4,171 Shares 50,988 Est. Cost $59.43 Unrealized
LOW LOWE'S COMPANIES INC 0.0%
Value ($000) $4,076 Shares 25,397 Est. Cost $81.18 Unrealized +82.4%
PAYX PAYCHEX INC 0.0%
Value ($000) $4,039 Shares 43,343 Est. Cost $25.59 Unrealized +200.6%
WK WORKIVA INC 0.0%
Value ($000) $4,034 Shares 44,032 Est. Cost $70.23 Unrealized 0.0%
COMCAST CORP NEW CL A 0.0%
Value ($000) $3,717 Shares 70,938 Est. Cost $44.11 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US 0.0%
Value ($000) $3,690 Shares 63,232 Est. Cost $45.64 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $3,419 Shares 14,389 Est. Cost $120.83 Unrealized +69.4%
HELIOS TECHNOLOGIES ORD SHS 0.0%
Value ($000) $3,314 Shares 62,187 Est. Cost $45.24 Unrealized
EDWARDS LIFESCIENCES 0.0%
Value ($000) $3,144 Shares 34,463 Est. Cost $83.78 Unrealized
WAB WABTEC 0.0%
Value ($000) $3,089 Shares 42,200 Est. Cost $65.98 Unrealized +0.7%
CISCO SYSTEMS INC 0.0%
Value ($000) $2,959 Shares 66,125 Est. Cost $29.78 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $2,889 Shares 22,409 Est. Cost $114.21 Unrealized +5.7%
CSTL CASTLE BIOSCIENCES INC. 0.0%
Value ($000) $2,736 Shares 40,752 Est. Cost $54.21 Unrealized 0.0%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $2,647 Shares 7,549 Est. Cost $222.73 Unrealized
KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $2,553 Shares 19,325 Est. Cost $50.24 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $2,454 Shares 66,673 Est. Cost $22.41 Unrealized +27.8%
BRK/A BERKSHIRE HATHAWAY INC DELAWA 0.0%
Value ($000) $2,435 Shares 7 Est. Cost $212752.77 Unrealized +55.5%
ADP AUTO DATA PROCESSING 0.0%
Value ($000) $2,391 Shares 13,568 Est. Cost $50.77 Unrealized +190.4%
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $2,374 Shares 11,629 Est. Cost $108.62 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $2,324 Shares 1,326 Est. Cost $908.33 Unrealized
WFC WELLS FARGO BK N A 0.0%
Value ($000) $2,319 Shares 76,824 Est. Cost $35.64 Unrealized -35.4%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2,228 Shares 23,310 Est. Cost $58.21 Unrealized +45.7%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $2,081 Shares 21,056 Est. Cost $52.35 Unrealized +48.4%
KO COCA COLA COM 0.0%
Value ($000) $1,917 Shares 34,959 Est. Cost $30.69 Unrealized +44.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $1,912 Shares 21,122 Est. Cost $59.62 Unrealized
NUTRIEN LTD 0.0%
Value ($000) $1,912 Shares 39,705 Est. Cost $43.70 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $1,860 Shares 16,989 Est. Cost $59.00 Unrealized +68.2%
PEP PEPSICO INC 0.0%
Value ($000) $1,817 Shares 12,250 Est. Cost $78.64 Unrealized +54.2%
LABORATORY CORP AMER HLDGS COM 0.0%
Value ($000) $1,734 Shares 8,521 Est. Cost $138.53 Unrealized
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1,674 Shares 131,565 Est. Cost $9.56 Unrealized 0.0%
CNI CANADIAN NATL RAILWY F 0.0%
Value ($000) $1,593 Shares 14,500 Est. Cost $43.85 Unrealized +123.4%
VIG VANGUARD DIVIDEND APPREC 0.0%
Value ($000) $1,550 Shares 10,977 Est. Cost $76.29 Unrealized
FTNT FORTINET INC COM 0.0%
Value ($000) $1,454 Shares 9,787 Est. Cost $7.63 Unrealized +231.3%
WRB BERKLEY W R CORP 0.0%
Value ($000) $1,332 Shares 20,061 Est. Cost $14.27 Unrealized +79.1%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $1,261 Shares 14,846 Est. Cost $80.17 Unrealized
HEALTHPEAK PPTYS INC 0.0%
Value ($000) $1,221 Shares 40,387 Est. Cost $35.63 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $1,172 Shares 3,123 Est. Cost $336.16 Unrealized
3M COMPANY 0.0%
Value ($000) $1,168 Shares 6,680 Est. Cost $177.59 Unrealized
USB U S BANCORP 0.0%
Value ($000) $1,138 Shares 24,420 Est. Cost $25.90 Unrealized +30.7%
ABBVIE INC SHS 0.0%
Value ($000) $1,094 Shares 10,213 Est. Cost $69.02 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $1,047 Shares 5,780 Est. Cost $100.06 Unrealized +40.1%
HD HOME DEPOT INC 0.0%
Value ($000) $1,030 Shares 3,878 Est. Cost $130.70 Unrealized +85.5%
VERIZON COMMUNICATN 0.0%
Value ($000) $1,012 Shares 17,229 Est. Cost $54.93 Unrealized
POOL CORPORATION 0.0%
Value ($000) $986 Shares 2,648 Est. Cost $87.83 Unrealized
COSTCO WHOLESALE CO 0.0%
Value ($000) $952 Shares 2,527 Est. Cost $336.12 Unrealized
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $941 Shares 11,000 Est. Cost $46.83 Unrealized +56.8%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $936 Shares 11,800 Est. Cost $18.48 Unrealized +101.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $929 Shares 5,501 Est. Cost $63.24 Unrealized +123.5%
VYM VANGUARD HIGH DIVIDEND YIELD E 0.0%
Value ($000) $917 Shares 10,021 Est. Cost $73.30 Unrealized
VENTAS INC REIT 0.0%
Value ($000) $896 Shares 18,276 Est. Cost $62.96 Unrealized
AMGN AMGEN INC. 0.0%
Value ($000) $891 Shares 3,876 Est. Cost $145.12 Unrealized +35.3%
VWO VANGUARD FTSE EMERGING MARKETS 0.0%
Value ($000) $874 Shares 17,436 Est. Cost $39.94 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $816 Shares 3,837 Est. Cost $123.78 Unrealized +32.3%
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $778 Shares 39,712 Est. Cost $31.95 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $749 Shares 11,215 Est. Cost $28.96 Unrealized +98.2%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $741 Shares 10,157 Est. Cost $62.17 Unrealized
EXXON MOBIL CORP 0.0%
Value ($000) $729 Shares 17,693 Est. Cost $82.13 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.0%
Value ($000) $724 Shares 6,142 Est. Cost $95.09 Unrealized
WMT WALMART INC 0.0%
Value ($000) $712 Shares 4,941 Est. Cost $26.59 Unrealized +70.1%
MCD MC DONALDS CORP 0.0%
Value ($000) $707 Shares 3,295 Est. Cost $146.83 Unrealized +31.6%
SLVP ISHARES MSCI GLOBAL SILVER & M 0.0%
Value ($000) $701 Shares 41,000 Est. Cost $16.11 Unrealized
GLOBAL X SILVER MINERS ETF 0.0%
Value ($000) $696 Shares 42,700 Est. Cost $13.82 Unrealized
PELOTON INTERACTIVE INC CL A C 0.0%
Value ($000) $668 Shares 4,400 Est. Cost $151.82 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $635 Shares 60,625 Est. Cost $18.43 Unrealized -55.9%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $627 Shares 3,032 Est. Cost $145.51 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP C 0.0%
Value ($000) $624 Shares 14,708 Est. Cost $47.87 Unrealized
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $602 Shares 2,203 Est. Cost $146.80 Unrealized +68.7%
CHUBB LTD 0.0%
Value ($000) $602 Shares 3,910 Est. Cost $138.25 Unrealized
PNC PNC FINL SERVICES 0.0%
Value ($000) $593 Shares 3,983 Est. Cost $71.40 Unrealized +49.1%
NEXTERA ENERGY INC SHS 0.0%
Value ($000) $586 Shares 7,595 Est. Cost $123.11 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.0%
Value ($000) $585 Shares 3,006 Est. Cost $121.84 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $560 Shares 11,408 Est. Cost $41.48 Unrealized +14.5%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $546 Shares 6,793 Est. Cost $43.56 Unrealized +53.4%
FACEBOOK INC CLASS 0.0%
Value ($000) $539 Shares 1,972 Est. Cost $188.07 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $534 Shares 2,617 Est. Cost $84.32 Unrealized +114.7%
NOVARTIS AG F SPONSORED ADR 1 0.0%
Value ($000) $517 Shares 5,475 Est. Cost $83.33 Unrealized
VB VANGUARD INDEX FDS SMALL CP ET 0.0%
Value ($000) $516 Shares 2,649 Est. Cost $154.03 Unrealized
IBM IBM CORP 0.0%
Value ($000) $516 Shares 4,098 Est. Cost $112.02 Unrealized -16.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $511 Shares 3,456 Est. Cost $110.75 Unrealized +9.4%
ACCENTURE PLC F CLASS A 0.0%
Value ($000) $491 Shares 1,880 Est. Cost $183.49 Unrealized
BDX BECTON DICKINSON&CO 0.0%
Value ($000) $482 Shares 1,928 Est. Cost $113.13 Unrealized +89.7%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $474 Shares 13,150 Est. Cost $36.05 Unrealized
M & T BANK CORP 0.0%
Value ($000) $471 Shares 3,697 Est. Cost $124.87 Unrealized
MARKET VECTORS ETF TR JR GOLD 0.0%
Value ($000) $456 Shares 8,400 Est. Cost $54.29 Unrealized
RAYTHEON TECHNOLOGIES ORD SHS 0.0%
Value ($000) $454 Shares 6,344 Est. Cost $61.57 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $439 Shares 14,472 Est. Cost $24.12 Unrealized -1.9%
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $436 Shares 2,591 Est. Cost $76.80 Unrealized +78.3%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $421 Shares 7,196 Est. Cost $48.56 Unrealized +3.2%
EAST WEST BANCORP INC 0.0%
Value ($000) $411 Shares 8,100 Est. Cost $36.00 Unrealized
SEIC SEI INVESTMENTS CO 0.0%
Value ($000) $400 Shares 6,953 Est. Cost $26.61 Unrealized +91.0%
W.P. CAREY INC. REIT 0.0%
Value ($000) $397 Shares 5,625 Est. Cost $62.71 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $381 Shares 2,890 Est. Cost $108.38 Unrealized +13.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $379 Shares 2,813 Est. Cost $79.74 Unrealized +45.4%
VANGUARD INFO TECHNOLOGY INDEX 0.0%
Value ($000) $374 Shares 1,058 Est. Cost $311.91 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $361 Shares 3,975 Est. Cost $50.33 Unrealized +75.2%
EXACT SCIENCES CORP COM 0.0%
Value ($000) $358 Shares 2,700 Est. Cost $87.04 Unrealized
CVX CHEVRON CORP 0.0%
Value ($000) $358 Shares 4,238 Est. Cost $76.00 Unrealized -14.5%
MEDTRONIC PLC F 0.0%
Value ($000) $352 Shares 3,004 Est. Cost $104.53 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $343 Shares 5,016 Est. Cost $49.77 Unrealized +11.0%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $343 Shares 3,208 Est. Cost $85.15 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS 0.0%
Value ($000) $340 Shares 2,222 Est. Cost $122.11 Unrealized +9.0%
SPY S&P DEP RECEIPTS 0.0%
Value ($000) $332 Shares 888 Est. Cost $373.87 Unrealized
DUKE REALTY CORP REIT 0.0%
Value ($000) $328 Shares 8,200 Est. Cost $16.03 Unrealized
NEM NEWMONT GOLDCORP CORP 0.0%
Value ($000) $309 Shares 5,165 Est. Cost $54.92 Unrealized -4.7%
STERIS PLC 0.0%
Value ($000) $299 Shares 1,576 Est. Cost $128.01 Unrealized
O REALTY INCM CRP MD PV$1.REIT 0.0%
Value ($000) $295 Shares 4,740 Est. Cost $40.14 Unrealized +13.6%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $278 Shares 2,889 Est. Cost $83.05 Unrealized +6.9%
NPSNY NASPERS SPON ADR EACH REP 0.2 0.0%
Value ($000) $274 Shares 6,750 Est. Cost $36.59 Unrealized
SPDR GOLD TRUST 0.0%
Value ($000) $273 Shares 1,533 Est. Cost $133.07 Unrealized
UNP UNION PACIFIC CORP 0.0%
Value ($000) $270 Shares 1,296 Est. Cost $110.32 Unrealized +61.4%
VANGUARD HEALTH CARE 0.0%
Value ($000) $269 Shares 1,204 Est. Cost $204.32 Unrealized
MRSH MARSH & MC LENNAN COMPANIES IN 0.0%
Value ($000) $266 Shares 2,277 Est. Cost $105.63 Unrealized -0.4%
EPI WISDOMTREE TR INDIA ERNGS FD 0.0%
Value ($000) $263 Shares 9,000 Est. Cost $23.56 Unrealized
CMS C M S ENERGY CORP 0.0%
Value ($000) $255 Shares 4,185 Est. Cost $52.06 Unrealized +2.7%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $249 Shares 1,121 Est. Cost $166.47 Unrealized +44.3%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $249 Shares 498 Est. Cost $370.53 Unrealized +30.4%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $240 Shares 3,000 Est. Cost $35.95 Unrealized +83.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $239 Shares 2,379 Est. Cost $59.29 Unrealized +43.0%
SYK STRYKER CORP 0.0%
Value ($000) $233 Shares 949 Est. Cost $214.57 Unrealized 0.0%
SPDR FUND CONSUMER DISCRE SELE 0.0%
Value ($000) $230 Shares 1,431 Est. Cost $146.66 Unrealized
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $225 Shares 2,942 Est. Cost $55.00 Unrealized 0.0%
CHARTER COMMUNICATIONS, INC. 0.0%
Value ($000) $222 Shares 335 Est. Cost $623.88 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $222 Shares 3,583 Est. Cost $47.92 Unrealized +4.4%
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $220 Shares 1,686 Est. Cost $25.06 Unrealized +16.9%
JACOBS ENGR GROUP INC DEL COM 0.0%
Value ($000) $205 Shares 1,880 Est. Cost $109.04 Unrealized
SO SOUTHERN COMPANY 0.0%
Value ($000) $205 Shares 3,341 Est. Cost $49.52 Unrealized 0.0%
EQUITY RESIDENTIAL REIT 0.0%
Value ($000) $203 Shares 3,426 Est. Cost $59.25 Unrealized
BTI BRITISH AMER TOBACCO PLC ADR 0.0%
Value ($000) $203 Shares 5,402 Est. Cost $37.58 Unrealized
WSFS WSFS FINANCIAL CORP 0.0%
Value ($000) $201 Shares 4,469 Est. Cost $36.68 Unrealized 0.0%
MERGENET SOLUTIONS INC COM 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.00 Unrealized
AAC HOLDINGS INC 0.0%
Value ($000) $1 Shares 32,500 Est. Cost $20.22 Unrealized
KEYON COMMUNI HOLD INC 0.0%
Value ($000) $0 Shares 16,667 Est. Cost Unrealized