BRIDGES INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001007295 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 9, 2018

Total Value ($000): $1,242,280 (100.0% shares, 0.0% debt)

Holdings (195)

BRK/A BERKSHIRE HATHAWAY INC CLASS A 8.4%
Value ($000) $104,755 Shares 352 Est. Cost $204928.12 Unrealized +39.0%
AAPL APPLE INC COM 4.3%
Value ($000) $53,006 Shares 313,218 Est. Cost $24.76 Unrealized +57.9%
IJH ISHARES CORE S&P MID CAP ETF 4.1%
Value ($000) $51,042 Shares 268,953 Est. Cost $141.76 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 3.9%
Value ($000) $47,928 Shares 875,889 Est. Cost $48.59 Unrealized
FINN FIRST NATIONAL OF NEBRASKA INC 3.7%
Value ($000) $45,840 Shares 5,730 Est. Cost $3818.64 Unrealized +70.7%
IJR ISHARES CORE S&P SMALL CAP ETF 3.3%
Value ($000) $41,272 Shares 537,331 Est. Cost $80.84 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 3.3%
Value ($000) $40,619 Shares 301,595 Est. Cost $77.56 Unrealized
MA MASTERCARD 3.2%
Value ($000) $39,496 Shares 260,939 Est. Cost $95.71 Unrealized +48.6%
UNP UNION PACIFIC CORP COM 3.0%
Value ($000) $37,495 Shares 279,607 Est. Cost $83.78 Unrealized +20.3%
BRK/B BERKSHIRE HATHAWAY INC CLASS B 2.9%
Value ($000) $35,964 Shares 181,439 Est. Cost $134.71 Unrealized +41.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 2.4%
Value ($000) $29,602 Shares 238,075 Est. Cost $90.72 Unrealized
WESTWOOD INCOME OPPORTUNITY - 1.9%
Value ($000) $23,371 Shares 131,546 Est. Cost $177.66 Unrealized
CELGENE CORP COM 1.7%
Value ($000) $20,847 Shares 199,770 Est. Cost $104.53 Unrealized
BLACKROCK, INC. 1.6%
Value ($000) $20,128 Shares 39,182 Est. Cost $357.67 Unrealized
CVX CHEVRON CORP COM 1.5%
Value ($000) $18,237 Shares 145,675 Est. Cost $75.70 Unrealized +10.4%
WESTWOOD ALLCAP VALUE EQUITY - 1.4%
Value ($000) $17,249 Shares 60,875 Est. Cost $283.35 Unrealized
AMZN AMAZON.COM INC 1.4%
Value ($000) $17,223 Shares 14,728 Est. Cost $32.21 Unrealized +70.8%
PRICELINE GROUP INC COM 1.4%
Value ($000) $17,024 Shares 9,797 Est. Cost $1198.03 Unrealized
V VISA INC. CLASS A 1.3%
Value ($000) $16,541 Shares 145,072 Est. Cost $77.15 Unrealized +35.3%
PEP PEPSICO INC COM 1.3%
Value ($000) $16,527 Shares 137,814 Est. Cost $69.38 Unrealized +28.3%
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $16,110 Shares 15,293 Est. Cost $41.62 Unrealized +23.1%
DIS DISNEY (WALT) 1.3%
Value ($000) $15,794 Shares 146,901 Est. Cost $74.34 Unrealized +30.9%
JNJ JOHNSON & JOHNSON COM 1.3%
Value ($000) $15,769 Shares 112,859 Est. Cost $87.24 Unrealized +27.2%
GOOG ALPHABET INC CL C 1.3%
Value ($000) $15,635 Shares 14,941 Est. Cost $40.66 Unrealized +24.2%
JPM JPMORGAN CHASE & CO COM 1.1%
Value ($000) $13,697 Shares 128,079 Est. Cost $54.41 Unrealized +49.5%
FDX FEDEX CORPORATION COM 1.1%
Value ($000) $13,349 Shares 53,493 Est. Cost $155.22 Unrealized +28.2%
WESTWOOD GLOBAL EQUITY - PT CO 1.1%
Value ($000) $13,241 Shares 75,401 Est. Cost $175.61 Unrealized
WFC WELLS FARGO & CO DEL COM (NEW) 1.1%
Value ($000) $13,100 Shares 215,921 Est. Cost $34.23 Unrealized +31.7%
COF CAPITAL ONE FINANCIAL COM 1.0%
Value ($000) $12,854 Shares 129,083 Est. Cost $60.14 Unrealized +31.9%
HD HOME DEPOT INC COM 1.0%
Value ($000) $12,356 Shares 65,195 Est. Cost $100.98 Unrealized +40.3%
ING ING GROEP NV ADR 0.9%
Value ($000) $11,032 Shares 597,635 Est. Cost $17.00 Unrealized
MCD MCDONALDS CORP COM 0.9%
Value ($000) $10,736 Shares 62,379 Est. Cost $97.47 Unrealized +42.2%
BA BOEING CO COM 0.8%
Value ($000) $10,460 Shares 35,469 Est. Cost $197.53 Unrealized +30.3%
PM PHILIP MORRIS INTERNATIONAL IN 0.8%
Value ($000) $10,385 Shares 98,299 Est. Cost $55.16 Unrealized +26.1%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $10,149 Shares 137,845 Est. Cost $46.84 Unrealized +54.0%
AMP AMERIPRISE FINANCIAL INC COM 0.8%
Value ($000) $10,063 Shares 59,381 Est. Cost $100.64 Unrealized +36.0%
MO ALTRIA GROUP INC 0.8%
Value ($000) $9,820 Shares 137,516 Est. Cost $24.04 Unrealized +52.4%
META FACEBOOK, INC. 0.8%
Value ($000) $9,791 Shares 55,486 Est. Cost $122.34 Unrealized +43.5%
WESTWOOD ALLCAP GROWTH EQUITY 0.8%
Value ($000) $9,502 Shares 66,254 Est. Cost $143.42 Unrealized
COMCAST CORP CL A 0.7%
Value ($000) $9,298 Shares 232,156 Est. Cost $45.64 Unrealized
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $9,128 Shares 35,246 Est. Cost $164.90 Unrealized +48.4%
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $9,090 Shares 106,263 Est. Cost $50.41 Unrealized +49.3%
AMGN AMGEN INC COM 0.7%
Value ($000) $8,180 Shares 47,035 Est. Cost $113.08 Unrealized +22.2%
EATON CORP PLC 0.6%
Value ($000) $8,033 Shares 101,670 Est. Cost $71.18 Unrealized
XOM EXXON MOBIL CORP COM 0.6%
Value ($000) $7,843 Shares 93,767 Est. Cost $56.82 Unrealized +0.5%
WESTWOOD SHORT DURATION HIGH Y 0.6%
Value ($000) $7,710 Shares 88,569 Est. Cost $87.05 Unrealized
MMM 3M CO COM 0.6%
Value ($000) $7,575 Shares 32,180 Est. Cost $99.78 Unrealized +45.3%
ALLERGAN PLC 0.6%
Value ($000) $7,331 Shares 44,816 Est. Cost $266.74 Unrealized
ABBV ABBVIE INC 0.6%
Value ($000) $7,320 Shares 75,686 Est. Cost $45.59 Unrealized +46.7%
UNITED TECHNOLOGIES CORP COM 0.6%
Value ($000) $7,206 Shares 56,492 Est. Cost $113.85 Unrealized
USB U.S. BANCORP COM (NEW) 0.6%
Value ($000) $7,116 Shares 132,812 Est. Cost $32.95 Unrealized +18.5%
ECL ECOLAB INC 0.5%
Value ($000) $6,500 Shares 48,435 Est. Cost $96.02 Unrealized +26.9%
QCOM QUALCOMM INC COM 0.5%
Value ($000) $6,225 Shares 97,241 Est. Cost $46.38 Unrealized +5.6%
CONTINENTAL RESOURCES INC 0.5%
Value ($000) $5,905 Shares 111,470 Est. Cost $45.73 Unrealized
FISV FISERV INC WISCONSIN COM 0.4%
Value ($000) $5,350 Shares 40,800 Est. Cost $43.61 Unrealized +48.1%
GILD GILEAD SCIENCES, INC 0.4%
Value ($000) $5,287 Shares 73,805 Est. Cost $57.17 Unrealized -2.2%
HON HONEYWELL INTERNATIONAL INC CO 0.4%
Value ($000) $4,873 Shares 31,775 Est. Cost $90.36 Unrealized +25.5%
PG PROCTER & GAMBLE CO COM 0.4%
Value ($000) $4,795 Shares 52,190 Est. Cost $61.43 Unrealized +18.3%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $4,713 Shares 82,065 Est. Cost $38.24 Unrealized +24.0%
BIIB BIOGEN INC COM 0.4%
Value ($000) $4,689 Shares 14,717 Est. Cost $308.74 Unrealized +3.9%
LOW LOWES COMPANIES COM 0.4%
Value ($000) $4,662 Shares 50,159 Est. Cost $66.54 Unrealized +7.1%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $4,478 Shares 84,603 Est. Cost $29.04 Unrealized +10.0%
IWR ISHARES RUSSELL MID CAP ETF 0.4%
Value ($000) $4,472 Shares 21,487 Est. Cost $170.15 Unrealized
WESTWOOD EMERGING MARKETS - PT 0.4%
Value ($000) $4,443 Shares 57,061 Est. Cost $77.86 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $4,345 Shares 119,960 Est. Cost $21.63 Unrealized +10.0%
ACCENTURE LTD 0.3%
Value ($000) $4,115 Shares 26,881 Est. Cost $103.26 Unrealized
MERCK & CO INC COM 0.3%
Value ($000) $4,113 Shares 73,109 Est. Cost $55.62 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.3%
Value ($000) $4,099 Shares 21,591 Est. Cost $157.72 Unrealized +18.8%
WMT WAL MART STORES INC COM 0.3%
Value ($000) $3,955 Shares 40,060 Est. Cost $22.22 Unrealized +20.7%
TGT TARGET CORP COM 0.3%
Value ($000) $3,798 Shares 58,214 Est. Cost $47.78 Unrealized +0.6%
WESTWOOD HIGH YIELD BOND - PT 0.3%
Value ($000) $3,648 Shares 42,280 Est. Cost $86.28 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $3,635 Shares 63,695 Est. Cost $37.66 Unrealized +27.8%
SLB SCHLUMBERGER LTD COM 0.3%
Value ($000) $3,484 Shares 51,702 Est. Cost $57.45 Unrealized -10.8%
WESTWOOD LARGE CAP VALUE EQUIT 0.3%
Value ($000) $3,453 Shares 3,558 Est. Cost $970.49 Unrealized
CSCO CISCO SYS INC COM 0.3%
Value ($000) $3,422 Shares 89,365 Est. Cost $21.47 Unrealized +30.3%
EXPRESS SCRIPTS HOLDING CO COM 0.2%
Value ($000) $3,101 Shares 41,543 Est. Cost $64.69 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.2%
Value ($000) $2,941 Shares 41,419 Est. Cost $56.45 Unrealized +15.4%
DOWDUPONT INC 0.2%
Value ($000) $2,895 Shares 40,640 Est. Cost $70.22 Unrealized
GENERAL ELEC CO COM 0.2%
Value ($000) $2,792 Shares 159,988 Est. Cost $24.17 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $2,747 Shares 43,916 Est. Cost $49.86 Unrealized +3.9%
TROW T ROWE PRICE GROUP INC 0.2%
Value ($000) $2,674 Shares 25,488 Est. Cost $60.39 Unrealized +18.8%
WESTWOOD INTERNATIONAL FIXED I 0.2%
Value ($000) $2,622 Shares 26,523 Est. Cost $98.86 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $2,507 Shares 13,471 Est. Cost $135.86 Unrealized +13.7%
UPS UNITED PARCEL SERVICE CL B 0.2%
Value ($000) $2,391 Shares 20,064 Est. Cost $67.91 Unrealized +27.0%
T AT&T INC COM 0.2%
Value ($000) $2,370 Shares 60,958 Est. Cost $13.60 Unrealized +12.1%
EOG RESOURCES INC. 0.2%
Value ($000) $2,251 Shares 20,867 Est. Cost $102.18 Unrealized
WESTWOOD WORLDWIDE INCOME OPPO 0.2%
Value ($000) $2,138 Shares 20,515 Est. Cost $104.22 Unrealized
IJS ISHARES S&P SMALL CAP 600 VALU 0.2%
Value ($000) $2,137 Shares 13,914 Est. Cost $128.49 Unrealized
CL COLGATE PALMOLIVE CO COM 0.2%
Value ($000) $2,091 Shares 27,715 Est. Cost $52.09 Unrealized +15.7%
WESTWOOD INTERMEDIATE BOND - P 0.2%
Value ($000) $2,086 Shares 18,354 Est. Cost $113.65 Unrealized
MLM MARTIN MARIETTA MATERIALS 0.2%
Value ($000) $2,000 Shares 9,050 Est. Cost $197.06 Unrealized 0.0%
BUCKEYE PARTNERS L P UNIT LTD 0.2%
Value ($000) $1,864 Shares 37,617 Est. Cost $60.53 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $1,857 Shares 40,445 Est. Cost $45.91 Unrealized
WESTWOOD SMALL CAP VALUE EQUIT 0.1%
Value ($000) $1,838 Shares 4,644 Est. Cost $395.78 Unrealized
TEXAS PACIFIC LAND TRUST 0.1%
Value ($000) $1,832 Shares 4,100 Est. Cost $446.83 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $1,831 Shares 4,465 Est. Cost $108.05 Unrealized +13.2%
INTC INTEL CORP 0.1%
Value ($000) $1,720 Shares 37,260 Est. Cost $30.66 Unrealized +19.2%
KO COCA COLA CO COM 0.1%
Value ($000) $1,653 Shares 36,034 Est. Cost $29.63 Unrealized +20.3%
WESTWOOD CORE INVESTMENT GRADE 0.1%
Value ($000) $1,571 Shares 13,342 Est. Cost $117.75 Unrealized
SWK STANLEY BLACK & DECKER, INC. 0.1%
Value ($000) $1,519 Shares 8,951 Est. Cost $85.56 Unrealized +52.9%
NEXTERA ENERGY INC 0.1%
Value ($000) $1,513 Shares 9,687 Est. Cost $129.29 Unrealized
ASH GROVE CEMENT CO 0.1%
Value ($000) $1,379 Shares 2,677 Est. Cost $235.00 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,366 Shares 5,364 Est. Cost $201.11 Unrealized +2.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1,271 Shares 15,738 Est. Cost $65.36 Unrealized -0.6%
MONSANTO CO COM 0.1%
Value ($000) $1,243 Shares 10,639 Est. Cost $104.93 Unrealized
BMY BRISTOL MYERS SQUIBB COM 0.1%
Value ($000) $1,233 Shares 20,114 Est. Cost $37.53 Unrealized +23.8%
VFC V F CORP COM 0.1%
Value ($000) $1,229 Shares 16,625 Est. Cost $58.72 Unrealized +12.5%
IBM INTERNATIONAL BUS MACH COM 0.1%
Value ($000) $1,213 Shares 7,903 Est. Cost $103.55 Unrealized -1.4%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $1,115 Shares 16,012 Est. Cost $45.18 Unrealized +17.9%
ANADARKO PETROLEUM CORP COM 0.1%
Value ($000) $1,086 Shares 20,240 Est. Cost $68.63 Unrealized
LEG LEGGETT & PLATT INC COM 0.1%
Value ($000) $1,062 Shares 22,261 Est. Cost $41.06 Unrealized +15.0%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.1%
Value ($000) $993 Shares 37,469 Est. Cost $40.49 Unrealized
BROADCOM LIMITED 0.1%
Value ($000) $985 Shares 3,832 Est. Cost $248.25 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $927 Shares 2,888 Est. Cost $233.59 Unrealized +8.6%
WESTWOOD CONCENTRATED LARGE CA 0.1%
Value ($000) $879 Shares 5,525 Est. Cost $159.10 Unrealized
BP BP PLC SPONS ADR 0.1%
Value ($000) $874 Shares 20,801 Est. Cost $38.44 Unrealized
SU SUNCOR ENERGY 0.1%
Value ($000) $861 Shares 23,444 Est. Cost $22.43 Unrealized +14.2%
MAGELLAN MIDSTREAM PARTNERS 0.1%
Value ($000) $857 Shares 12,078 Est. Cost $56.93 Unrealized
ODFL OLD DOMINION FREIGHT LINE, INC 0.1%
Value ($000) $829 Shares 6,300 Est. Cost $31.39 Unrealized +23.6%
WESTWOOD INTERNATIONAL EQUITY 0.1%
Value ($000) $829 Shares 5,843 Est. Cost $141.88 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $803 Shares 5,096 Est. Cost $79.66 Unrealized +46.0%
DE DEERE & CO COM 0.1%
Value ($000) $798 Shares 5,100 Est. Cost $116.55 Unrealized +6.2%
WESTWOOD REAL ESTATE INVESTMEN 0.1%
Value ($000) $785 Shares 2,329 Est. Cost $337.05 Unrealized
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $768 Shares 6,367 Est. Cost $89.66 Unrealized -2.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $765 Shares 11,519 Est. Cost $43.39 Unrealized +19.2%
TIFFANY & CO NEW COM 0.1%
Value ($000) $738 Shares 7,100 Est. Cost $72.86 Unrealized
IQV IQVIA HOLDINGS INC 0.1%
Value ($000) $737 Shares 7,533 Est. Cost $101.80 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $729 Shares 8,989 Est. Cost $52.51 Unrealized +7.4%
CERNER CORP COM 0.1%
Value ($000) $713 Shares 10,575 Est. Cost $56.23 Unrealized
STT STATE STREET CORP COM 0.1%
Value ($000) $708 Shares 7,250 Est. Cost $56.95 Unrealized +30.7%
WESTWOOD SMIDCAP PLUS - PT COM 0.1%
Value ($000) $685 Shares 2,844 Est. Cost $240.86 Unrealized
BROOKFIELD ASSET MANAGE - CL A 0.1%
Value ($000) $657 Shares 15,100 Est. Cost $43.51 Unrealized
ANHEUSER-BUSCH INBEV SPONSORED 0.1%
Value ($000) $657 Shares 5,892 Est. Cost $111.51 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $646 Shares 11,767 Est. Cost $38.94 Unrealized +1.8%
ENBRIDGE ENERGY PARTNERS L P 0.1%
Value ($000) $642 Shares 46,471 Est. Cost $24.95 Unrealized
HSY HERSHEY COMPANY 0.1%
Value ($000) $639 Shares 5,625 Est. Cost $90.64 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $639 Shares 8,803 Est. Cost $77.05 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $579 Shares 9,890 Est. Cost $53.89 Unrealized +6.0%
PAA PLAINS ALL AMERICAN PIPELINE L 0.0%
Value ($000) $574 Shares 27,805 Est. Cost $35.81 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $568 Shares 11,825 Est. Cost $30.01 Unrealized +21.5%
LECO LINCOLN ELECTRIC HOLDINGS 0.0%
Value ($000) $563 Shares 6,150 Est. Cost $91.42 Unrealized 0.0%
MDLZ MONDELEZ INTERNATIONAL INC CL 0.0%
Value ($000) $558 Shares 13,041 Est. Cost $31.61 Unrealized +9.1%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $541 Shares 3,261 Est. Cost $153.01 Unrealized +6.3%
OEC ORION ENGINEERED CARBONS SA 0.0%
Value ($000) $526 Shares 20,550 Est. Cost $23.63 Unrealized 0.0%
NSRGY NESTLE SA-SPONS ADR 0.0%
Value ($000) $516 Shares 6,000 Est. Cost $86.00 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $513 Shares 10,849 Est. Cost $43.83 Unrealized -0.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $503 Shares 2,347 Est. Cost $170.48 Unrealized +8.8%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $485 Shares 16,421 Est. Cost $22.78 Unrealized 0.0%
AEROJET ROCKETDYNE HOLDINGS 0.0%
Value ($000) $484 Shares 15,500 Est. Cost $31.23 Unrealized
KANSAS CITY SOUTHERN IND INC C 0.0%
Value ($000) $469 Shares 4,457 Est. Cost $105.23 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX F 0.0%
Value ($000) $469 Shares 3,070 Est. Cost $122.83 Unrealized
ADP AUTOMATIC DATA PROCESSING COM 0.0%
Value ($000) $462 Shares 3,947 Est. Cost $67.93 Unrealized +41.6%
AJG ARTHUR J. GALLAGHER & CO. 0.0%
Value ($000) $443 Shares 7,010 Est. Cost $56.83 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $423 Shares 7,745 Est. Cost $54.62 Unrealized
LKQ LKQ CORPORATION 0.0%
Value ($000) $417 Shares 10,250 Est. Cost $34.36 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $412 Shares 4,150 Est. Cost $76.64 Unrealized +11.2%
COMPASS MINERALS INTERNATIONAL 0.0%
Value ($000) $408 Shares 5,650 Est. Cost $72.21 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $404 Shares 5,490 Est. Cost $54.33 Unrealized +3.2%
KHC KRAFT HEINZ COMPANY COM 0.0%
Value ($000) $385 Shares 4,950 Est. Cost $51.52 Unrealized +3.6%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $385 Shares 3,687 Est. Cost $77.65 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE INDEX FU 0.0%
Value ($000) $382 Shares 3,345 Est. Cost $114.20 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $376 Shares 6,345 Est. Cost $40.54 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $372 Shares 2,741 Est. Cost $103.96 Unrealized +6.3%
DISCOVERY COMMUNICATIONS SER C 0.0%
Value ($000) $370 Shares 17,450 Est. Cost $21.20 Unrealized
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $369 Shares 2,875 Est. Cost $113.72 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $356 Shares 2,471 Est. Cost $93.59 Unrealized +11.8%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $352 Shares 9,244 Est. Cost $33.01 Unrealized -1.7%
VNQ VANGUARD REIT INDEX FUND - ETF 0.0%
Value ($000) $344 Shares 4,153 Est. Cost $80.76 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $343 Shares 2,216 Est. Cost $133.56 Unrealized +4.5%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $338 Shares 10,450 Est. Cost $27.35 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKTS ETF 0.0%
Value ($000) $335 Shares 7,113 Est. Cost $47.10 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $325 Shares 3,760 Est. Cost $67.21 Unrealized +5.2%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $317 Shares 4,374 Est. Cost $58.66 Unrealized -4.1%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $300 Shares 8,000 Est. Cost $12.13 Unrealized +54.7%
LEUCADIA NATIONAL CORP 0.0%
Value ($000) $299 Shares 11,300 Est. Cost $26.46 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $296 Shares 7,857 Est. Cost $24.86 Unrealized +5.0%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $290 Shares 6,812 Est. Cost $24.65 Unrealized +37.1%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $281 Shares 5,755 Est. Cost $37.45 Unrealized 0.0%
GAP GAP INC DEL COM 0.0%
Value ($000) $272 Shares 8,000 Est. Cost $18.35 Unrealized +22.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $267 Shares 4,610 Est. Cost $36.65 Unrealized +2.6%
PRAXAIR INC COM 0.0%
Value ($000) $249 Shares 1,608 Est. Cost $132.46 Unrealized
AWR AMERICAN STATES WATER CO COM 0.0%
Value ($000) $244 Shares 4,212 Est. Cost $42.17 Unrealized +11.5%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $244 Shares 2,898 Est. Cost $72.56 Unrealized +3.7%
YUM YUM! BRANDS INC 0.0%
Value ($000) $243 Shares 2,980 Est. Cost $60.20 Unrealized +13.3%
IJK ISHARES S&P MID CAP 400 GROWTH 0.0%
Value ($000) $226 Shares 1,046 Est. Cost $216.06 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $225 Shares 1,000 Est. Cost $191.44 Unrealized 0.0%
JOE ST. JOE COMPANY 0.0%
Value ($000) $223 Shares 12,350 Est. Cost $18.51 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $220 Shares 2,312 Est. Cost $95.16 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $217 Shares 2,150 Est. Cost $69.29 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value ($000) $213 Shares 300 Est. Cost $448.75 Unrealized +42.4%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $206 Shares 3,229 Est. Cost $49.34 Unrealized 0.0%
CSX CSX CORP COM 0.0%
Value ($000) $206 Shares 3,757 Est. Cost $15.87 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $205 Shares 1,250 Est. Cost $119.15 Unrealized +9.4%
KHTRF KNIGHT THERAPEUTICS INC 0.0%
Value ($000) $109 Shares 16,700 Est. Cost $6.29 Unrealized +2.5%
U.S. GLOBAL NANOSPACE INC 0.0%
Value ($000) $0 Shares 107,000 Est. Cost Unrealized