EVERETT HARRIS & CO /CA/ Diversified Active

CIK: 0001009254 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2019

Total Value ($000): $3,521,897 (100.0% shares, 0.0% debt)

Holdings (240)

BRK/A Berkshire Hathaway Class A 12.5%
Value ($000) $441,864 Shares 1,444 Est. Cost $167001.16 Unrealized +87.5%
BRK/B Berkshire Hathaway Class B 5.5%
Value ($000) $195,108 Shares 955,570 Est. Cost $119.25 Unrealized +75.2%
AAPL Apple, Inc. 5.5%
Value ($000) $193,066 Shares 1,223,950 Est. Cost $21.68 Unrealized +112.2%
Costco Companies Inc. 5.3%
Value ($000) $185,530 Shares 910,757 Est. Cost $110.57 Unrealized
MSFT Microsoft Corp. 4.6%
Value ($000) $162,474 Shares 1,599,629 Est. Cost $31.80 Unrealized +214.5%
GOOG Alphabet, Class C 4.6%
Value ($000) $160,754 Shares 155,227 Est. Cost $31.27 Unrealized +69.9%
NVO Novo Nordisk ADR 4.1%
Value ($000) $143,232 Shares 3,109,003 Est. Cost $67.02 Unrealized
DIS Walt Disney Company 3.5%
Value ($000) $124,103 Shares 1,131,812 Est. Cost $61.65 Unrealized +77.0%
ABT Abbott Laboratories 3.4%
Value ($000) $120,137 Shares 1,660,954 Est. Cost $31.65 Unrealized +96.3%
JNJ Johnson & Johnson 3.3%
Value ($000) $115,357 Shares 893,890 Est. Cost $61.23 Unrealized +86.4%
UPS United Parcel Service 2.6%
Value ($000) $90,560 Shares 928,536 Est. Cost $57.89 Unrealized +41.8%
BDX Becton Dickinson & Co 2.5%
Value ($000) $89,639 Shares 397,828 Est. Cost $79.76 Unrealized +161.0%
IEMG iShares Core MSCI Emerging Mar 2.5%
Value ($000) $88,287 Shares 1,872,466 Est. Cost $48.13 Unrealized
VHT Vanguard Health Care ETF 2.5%
Value ($000) $86,855 Shares 540,813 Est. Cost $140.00 Unrealized
NKE Nike Inc Class B 2.2%
Value ($000) $76,142 Shares 1,027,002 Est. Cost $44.94 Unrealized +51.6%
AMZN Amazon.com 2.0%
Value ($000) $70,053 Shares 46,641 Est. Cost $35.70 Unrealized +132.9%
BAC Bank of America Corp. 1.9%
Value ($000) $66,213 Shares 2,687,226 Est. Cost $12.01 Unrealized +89.9%
CL Colgate-Palmolive Co. 1.8%
Value ($000) $62,004 Shares 1,041,734 Est. Cost $44.38 Unrealized +19.2%
MCD McDonalds Corp. 1.6%
Value ($000) $57,008 Shares 321,048 Est. Cost $76.17 Unrealized +97.1%
Unilever N.V. 4 Gldrs. NY Shar 1.6%
Value ($000) $55,076 Shares 1,023,718 Est. Cost $39.32 Unrealized
TJX TJX Companies, Inc. 1.6%
Value ($000) $55,035 Shares 1,230,105 Est. Cost $35.90 Unrealized +27.8%
Accenture Ltd. - Cl A 1.3%
Value ($000) $44,865 Shares 318,170 Est. Cost $116.70 Unrealized
PEP Pepsico Incorporated 1.3%
Value ($000) $44,490 Shares 402,701 Est. Cost $57.42 Unrealized +57.9%
GOOGL Alphabet, Class A 1.1%
Value ($000) $37,332 Shares 35,726 Est. Cost $32.64 Unrealized +64.3%
BAX Baxter International Inc. 1.0%
Value ($000) $36,834 Shares 559,617 Est. Cost $33.83 Unrealized +74.3%
CVX Chevron Corporation 1.0%
Value ($000) $34,535 Shares 317,451 Est. Cost $71.98 Unrealized +17.7%
Unilever Plc ADR 1.0%
Value ($000) $34,457 Shares 659,466 Est. Cost $40.49 Unrealized
SBUX Starbucks Corp. 1.0%
Value ($000) $33,951 Shares 527,192 Est. Cost $46.28 Unrealized +15.9%
FDS FactSet Research Systems, Inc. 1.0%
Value ($000) $33,642 Shares 168,100 Est. Cost $160.44 Unrealized +28.0%
ABBV AbbVie Inc. 0.9%
Value ($000) $33,420 Shares 362,515 Est. Cost $26.55 Unrealized +144.1%
AWK American Water Works 0.9%
Value ($000) $32,314 Shares 356,000 Est. Cost $31.86 Unrealized +150.7%
WMT Wal Mart Stores, Inc. 0.9%
Value ($000) $31,975 Shares 343,262 Est. Cost $21.00 Unrealized +36.9%
Bank of America 7.25 Ser L 0.9%
Value ($000) $31,787 Shares 25,379 Est. Cost $1138.20 Unrealized
VFC V F Corp. 0.7%
Value ($000) $26,389 Shares 369,898 Est. Cost $50.80 Unrealized +50.6%
3M Company 0.6%
Value ($000) $21,268 Shares 111,617 Est. Cost $145.46 Unrealized
China Mobile HK. Ltd. ADR F 0.5%
Value ($000) $17,944 Shares 373,841 Est. Cost $51.77 Unrealized
Exxon Mobil 0.5%
Value ($000) $17,788 Shares 260,863 Est. Cost $85.99 Unrealized
ECL Ecolab, Inc. 0.4%
Value ($000) $12,377 Shares 83,995 Est. Cost $73.48 Unrealized +92.5%
Facebook Inc 0.3%
Value ($000) $12,287 Shares 93,726 Est. Cost $123.14 Unrealized
BUD Anheuser-Busch InBev NV - Spon 0.3%
Value ($000) $11,783 Shares 179,046 Est. Cost $96.28 Unrealized
Edwards Lifesciences Corp. 0.3%
Value ($000) $10,293 Shares 67,203 Est. Cost $86.71 Unrealized
OKE Oneok, Inc. 0.3%
Value ($000) $9,947 Shares 184,370 Est. Cost $30.98 Unrealized +26.8%
ERTH Invesco Cleantech ETF 0.3%
Value ($000) $9,697 Shares 263,500 Est. Cost $42.17 Unrealized
EXPD Expeditors Internation of Wash 0.3%
Value ($000) $9,465 Shares 139,000 Est. Cost $37.22 Unrealized +72.8%
Zimmer Biomet Holdings Inc. 0.3%
Value ($000) $9,309 Shares 89,750 Est. Cost $99.15 Unrealized
WFC Wells Fargo & Co. 0.2%
Value ($000) $8,754 Shares 189,981 Est. Cost $38.33 Unrealized +9.7%
HD Home Depot 0.2%
Value ($000) $8,488 Shares 49,400 Est. Cost $102.50 Unrealized +46.7%
BlackRock, Inc. 0.2%
Value ($000) $7,679 Shares 19,548 Est. Cost $317.07 Unrealized
SYY Sysco Corp. 0.2%
Value ($000) $7,393 Shares 117,987 Est. Cost $25.21 Unrealized +121.1%
PYPL PayPal Holdings Inc. 0.2%
Value ($000) $7,368 Shares 87,622 Est. Cost $44.19 Unrealized +88.1%
KO Coca Cola Company 0.2%
Value ($000) $7,346 Shares 155,145 Est. Cost $27.71 Unrealized +38.6%
USB U.S. Bancorp 0.2%
Value ($000) $7,190 Shares 157,321 Est. Cost $30.63 Unrealized +25.0%
United Technologies Corp 0.2%
Value ($000) $6,491 Shares 60,957 Est. Cost $105.36 Unrealized
SCHW Charles Schwab Corp. 0.2%
Value ($000) $6,025 Shares 145,083 Est. Cost $46.06 Unrealized -11.2%
Merck & Company Inc. 0.1%
Value ($000) $5,222 Shares 68,339 Est. Cost $51.29 Unrealized
NEE NextEra Energy, Inc 0.1%
Value ($000) $4,963 Shares 28,551 Est. Cost $15.04 Unrealized +143.7%
FMBL Farmers & Merchants Bank of Lo 0.1%
Value ($000) $4,859 Shares 631 Est. Cost $4681.07 Unrealized +54.3%
Verizon Communications 0.1%
Value ($000) $4,694 Shares 83,492 Est. Cost $48.17 Unrealized
Enbridge Inc. 0.1%
Value ($000) $4,589 Shares 147,657 Est. Cost $31.08 Unrealized
PG Procter & Gamble Co. 0.1%
Value ($000) $4,397 Shares 47,832 Est. Cost $56.66 Unrealized +31.9%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $4,215 Shares 61,688 Est. Cost $76.40 Unrealized
Industrias Bachoco 0.1%
Value ($000) $4,095 Shares 103,511 Est. Cost $37.07 Unrealized
CCL Carnival Corporation Cl A 0.1%
Value ($000) $3,763 Shares 76,325 Est. Cost $57.32 Unrealized -5.6%
VWO Vanguard Emerging Market ETF 0.1%
Value ($000) $3,747 Shares 98,357 Est. Cost $38.51 Unrealized
Kinder Morgan Inc 0.1%
Value ($000) $3,580 Shares 232,741 Est. Cost $24.54 Unrealized
Medtronic PLC 0.1%
Value ($000) $3,574 Shares 39,289 Est. Cost $73.52 Unrealized
EPD Enterprise Products Partners 0.1%
Value ($000) $3,566 Shares 145,000 Est. Cost $34.09 Unrealized
AMGN Amgen Inc. 0.1%
Value ($000) $3,566 Shares 18,320 Est. Cost $87.80 Unrealized +78.6%
VOO Vanguard S&P 500 0.1%
Value ($000) $3,521 Shares 15,321 Est. Cost $220.74 Unrealized
Enbridge Inc 6.375 Pfd. Call 0.1%
Value ($000) $3,425 Shares 145,510 Est. Cost $24.58 Unrealized
Wells Fargo & Company 7.5 Pfd 0.1%
Value ($000) $3,314 Shares 2,626 Est. Cost $1250.52 Unrealized
PFE Pfizer Inc. 0.1%
Value ($000) $3,210 Shares 73,531 Est. Cost $17.42 Unrealized +72.4%
TMO Thermo Fisher Scientific Inc 0.1%
Value ($000) $3,072 Shares 13,725 Est. Cost $95.21 Unrealized +141.9%
YUM Yum! Brands Inc 0.1%
Value ($000) $3,049 Shares 33,170 Est. Cost $38.97 Unrealized +101.2%
Host Hotels & Resorts 0.1%
Value ($000) $3,023 Shares 181,339 Est. Cost $16.03 Unrealized
Guangshen Railway ADR 0.1%
Value ($000) $2,873 Shares 153,771 Est. Cost $20.89 Unrealized
TC Pipelines LP 0.1%
Value ($000) $2,800 Shares 87,169 Est. Cost $48.28 Unrealized
PGR Progressive Corp 0.1%
Value ($000) $2,767 Shares 45,858 Est. Cost $51.80 Unrealized +1.3%
Oaktree Capital Group LLC 0.1%
Value ($000) $2,729 Shares 68,659 Est. Cost $43.63 Unrealized
SPG Simon Property Group 0.1%
Value ($000) $2,715 Shares 16,163 Est. Cost $117.04 Unrealized +3.3%
QCOM Qualcomm, Inc. 0.1%
Value ($000) $2,555 Shares 44,901 Est. Cost $53.19 Unrealized -4.4%
PK Park Hotels & Resorts Inc 0.1%
Value ($000) $2,555 Shares 98,335 Est. Cost $27.63 Unrealized
Royal Dutch Shell PLC-ADR A 0.1%
Value ($000) $2,519 Shares 43,234 Est. Cost $65.19 Unrealized
IDU iShares Dow Jones US Utilities 0.1%
Value ($000) $2,416 Shares 18,004 Est. Cost $94.57 Unrealized
Canadian Pacific Railway Limit 0.1%
Value ($000) $2,399 Shares 13,505 Est. Cost $121.39 Unrealized
VUG Vanguard Growth VIPERs 0.1%
Value ($000) $2,398 Shares 17,853 Est. Cost $99.93 Unrealized
Centerpoint Energy Inc 0.1%
Value ($000) $2,377 Shares 84,200 Est. Cost $23.39 Unrealized
FMS Fresenius Medical Care 0.1%
Value ($000) $2,273 Shares 70,176 Est. Cost $32.48 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $2,265 Shares 28,830 Est. Cost $80.10 Unrealized
Wells Fargo 5.85 Pfd Fix-to-F 0.1%
Value ($000) $2,227 Shares 90,650 Est. Cost $25.04 Unrealized
PSX Phillips 66 0.1%
Value ($000) $2,226 Shares 25,836 Est. Cost $40.70 Unrealized +80.0%
UNP Union Pacific Corp. 0.1%
Value ($000) $2,136 Shares 15,449 Est. Cost $111.84 Unrealized +13.0%
BIDU Baidu.com - ADR 0.1%
Value ($000) $2,083 Shares 13,131 Est. Cost $155.49 Unrealized
Laboratory Corporation of Amer 0.1%
Value ($000) $1,952 Shares 15,450 Est. Cost $104.58 Unrealized
LNT Alliant Energy Corp 0.1%
Value ($000) $1,948 Shares 46,100 Est. Cost $22.55 Unrealized +56.0%
Computer Services Inc 0.1%
Value ($000) $1,924 Shares 38,866 Est. Cost $44.39 Unrealized
Standard & Poors Depository Re 0.1%
Value ($000) $1,907 Shares 7,631 Est. Cost $213.81 Unrealized
WY Weyerhaeuser Co. 0.1%
Value ($000) $1,829 Shares 83,689 Est. Cost $20.77 Unrealized -3.2%
EMR Emerson Electric 0.1%
Value ($000) $1,815 Shares 30,375 Est. Cost $45.49 Unrealized +25.3%
NVS Novartis A.G. ADR 0.1%
Value ($000) $1,768 Shares 20,608 Est. Cost $75.90 Unrealized
BIP Brookfield Infrastructure Part 0.0%
Value ($000) $1,739 Shares 50,371 Est. Cost $36.08 Unrealized
VCSH Vanguard Short-Term Corp Bond 0.0%
Value ($000) $1,737 Shares 22,280 Est. Cost $79.39 Unrealized
INTC Intel Corp. 0.0%
Value ($000) $1,712 Shares 36,484 Est. Cost $25.85 Unrealized +55.5%
JPMorgan Chase & Co. 6.3 Pfd 0.0%
Value ($000) $1,649 Shares 65,000 Est. Cost $25.00 Unrealized
Royal Dutch Shell PLC - ADR B 0.0%
Value ($000) $1,630 Shares 27,187 Est. Cost $55.81 Unrealized
Morgan J.P. Chase & Co. 0.0%
Value ($000) $1,627 Shares 16,667 Est. Cost $58.70 Unrealized
LAACO LTD. LP 0.0%
Value ($000) $1,610 Shares 732 Est. Cost $1304.38 Unrealized
Citigroup 6.875 11/23 lib 413 0.0%
Value ($000) $1,600 Shares 61,015 Est. Cost $26.53 Unrealized
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $1,559 Shares 39,917 Est. Cost $42.21 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $1,460 Shares 28,475 Est. Cost $39.01 Unrealized +32.9%
First National Bank of Alaska 0.0%
Value ($000) $1,460 Shares 5,795 Est. Cost $413.11 Unrealized
BWEL J.G. Boswell Company 0.0%
Value ($000) $1,417 Shares 2,577 Est. Cost $643.74 Unrealized -21.4%
KMB Kimberly Clark 0.0%
Value ($000) $1,403 Shares 12,316 Est. Cost $63.88 Unrealized +35.3%
BA Boeing Company 0.0%
Value ($000) $1,393 Shares 4,318 Est. Cost $148.76 Unrealized +125.2%
DHR Danaher Corp 0.0%
Value ($000) $1,339 Shares 12,983 Est. Cost $72.04 Unrealized +22.0%
LMNR Limoneira Co. Santa Paula 0.0%
Value ($000) $1,211 Shares 61,960 Est. Cost $14.09 Unrealized +46.9%
CSW CSW Industrials Inc 0.0%
Value ($000) $1,202 Shares 24,869 Est. Cost $33.07 Unrealized +44.9%
IBM International Business Machine 0.0%
Value ($000) $1,103 Shares 9,705 Est. Cost $111.02 Unrealized -20.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $1,070 Shares 31,907 Est. Cost $26.68 Unrealized +28.6%
Cardinal Health Inc. 0.0%
Value ($000) $1,014 Shares 22,744 Est. Cost $66.07 Unrealized
Kansas City Southern 0.0%
Value ($000) $979 Shares 10,260 Est. Cost $108.83 Unrealized
Templeton Global Income Fund I 0.0%
Value ($000) $978 Shares 162,118 Est. Cost $8.45 Unrealized
CCU Compania Cervecerias Unidas S. 0.0%
Value ($000) $957 Shares 38,099 Est. Cost $28.61 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $952 Shares 33,920 Est. Cost $20.18 Unrealized +29.7%
SYK Stryker Corp. 0.0%
Value ($000) $915 Shares 5,837 Est. Cost $133.67 Unrealized +15.8%
BEN Franklin Resources 0.0%
Value ($000) $895 Shares 30,181 Est. Cost $24.56 Unrealized -10.7%
SNA Snap On Tools Corp. 0.0%
Value ($000) $872 Shares 6,000 Est. Cost $79.24 Unrealized +65.7%
TCEHY Tencent Holdings Ltd - Unsp AD 0.0%
Value ($000) $833 Shares 21,095 Est. Cost $35.94 Unrealized
AXP American Express Co. 0.0%
Value ($000) $828 Shares 8,687 Est. Cost $74.07 Unrealized +28.3%
Samsung Electronics Pfd 0.0%
Value ($000) $818 Shares 28,750 Est. Cost $53.06 Unrealized
Citigroup 6.3 Pfd 2/12/21 Cal 0.0%
Value ($000) $816 Shares 32,000 Est. Cost $26.08 Unrealized
PAG Penske Automotive Group Inc 0.0%
Value ($000) $805 Shares 19,954 Est. Cost $40.04 Unrealized +8.0%
Goldman Sachs LIBOR 67 perp c 0.0%
Value ($000) $798 Shares 45,600 Est. Cost $22.50 Unrealized
AT&T 0.0%
Value ($000) $786 Shares 27,552 Est. Cost $34.63 Unrealized
EIX Edison International 0.0%
Value ($000) $757 Shares 13,335 Est. Cost $31.36 Unrealized +45.0%
General Electric Co. 0.0%
Value ($000) $750 Shares 99,088 Est. Cost $23.69 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $730 Shares 2,788 Est. Cost $79.09 Unrealized +216.2%
CB Chubb Ltd 0.0%
Value ($000) $713 Shares 5,516 Est. Cost $98.74 Unrealized +16.0%
CMCSA Comcast Corp CL A 0.0%
Value ($000) $695 Shares 20,402 Est. Cost $27.64 Unrealized +10.1%
Varian Medical Systems, Inc. 0.0%
Value ($000) $682 Shares 6,020 Est. Cost $83.80 Unrealized
ConocoPhillips 0.0%
Value ($000) $667 Shares 10,701 Est. Cost $62.27 Unrealized
Intuitive Surgical Inc. 0.0%
Value ($000) $659 Shares 1,375 Est. Cost $412.60 Unrealized
ADP Automatic Data Processing Inc. 0.0%
Value ($000) $657 Shares 5,011 Est. Cost $80.76 Unrealized +50.0%
KEYW Holding Corp 0.0%
Value ($000) $653 Shares 97,590 Est. Cost $13.04 Unrealized
TPRP Tower Properties 0.0%
Value ($000) $619 Shares 29 Est. Cost $7834.38 Unrealized +173.3%
Celgene Corporation 0.0%
Value ($000) $617 Shares 9,620 Est. Cost $76.63 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $611 Shares 6,240 Est. Cost $92.24 Unrealized
HON Honeywell Inc. 0.0%
Value ($000) $604 Shares 4,572 Est. Cost $75.39 Unrealized +56.1%
OXY Occidental Petroleum Co. Delaw 0.0%
Value ($000) $602 Shares 9,805 Est. Cost $57.16 Unrealized +4.1%
CSX CSX Corp 0.0%
Value ($000) $600 Shares 9,650 Est. Cost $9.01 Unrealized +131.8%
DGX Quest Diagnostics 0.0%
Value ($000) $563 Shares 6,763 Est. Cost $85.61 Unrealized -5.1%
TSM Taiwan Semiconductor - Spons A 0.0%
Value ($000) $559 Shares 15,145 Est. Cost $33.91 Unrealized
Kellogg Company 0.0%
Value ($000) $558 Shares 9,780 Est. Cost $39.26 Unrealized +18.2%
Energy Transfer Partn C 5/15/2 0.0%
Value ($000) $550 Shares 25,000 Est. Cost $25.09 Unrealized
Phoenix Companies Inc 0.0%
Value ($000) $549 Shares 35,450 Est. Cost $18.76 Unrealized
AEP American Electric Power 0.0%
Value ($000) $546 Shares 7,302 Est. Cost $31.39 Unrealized +86.0%
CSCO Cisco Systems Inc. 0.0%
Value ($000) $530 Shares 12,223 Est. Cost $25.17 Unrealized +46.7%
BF/A Brown Forman A 0.0%
Value ($000) $507 Shares 10,688 Est. Cost $21.48 Unrealized +96.3%
PM Philip Morris International In 0.0%
Value ($000) $503 Shares 7,528 Est. Cost $51.31 Unrealized +11.7%
POST Post Holdings Inc 0.0%
Value ($000) $501 Shares 5,616 Est. Cost $28.77 Unrealized +109.4%
Linde PLC 0.0%
Value ($000) $499 Shares 3,200 Est. Cost $155.94 Unrealized
Vodafone Group PLC - Sp ADR 0.0%
Value ($000) $498 Shares 25,847 Est. Cost $36.81 Unrealized
RHHBY Roche Holding Ltd. 0.0%
Value ($000) $494 Shares 15,905 Est. Cost $32.30 Unrealized
Nuance Communications, Inc. 0.0%
Value ($000) $490 Shares 37,000 Est. Cost $15.19 Unrealized
BMY Bristol Myers Squibb Co. 0.0%
Value ($000) $489 Shares 9,398 Est. Cost $30.44 Unrealized +34.6%
WMB Williams Corp. 0.0%
Value ($000) $480 Shares 21,769 Est. Cost $19.23 Unrealized -12.9%
NVR NVR Inc 0.0%
Value ($000) $470 Shares 193 Est. Cost $2316.93 Unrealized +2.0%
NGG National Grid PLC - Spons ADR 0.0%
Value ($000) $460 Shares 9,580 Est. Cost $62.83 Unrealized
Reckitt Benckiser Group PLC - 0.0%
Value ($000) $452 Shares 29,850 Est. Cost $15.17 Unrealized
BIV Vanguard Intermediate-Term Bon 0.0%
Value ($000) $449 Shares 5,525 Est. Cost $83.97 Unrealized
Discovery Inc 0.0%
Value ($000) $440 Shares 19,050 Est. Cost $21.35 Unrealized
Xcel Energy Inc. 0.0%
Value ($000) $439 Shares 8,900 Est. Cost $28.32 Unrealized
Altria Group, Inc. 0.0%
Value ($000) $422 Shares 8,539 Est. Cost $47.55 Unrealized
Mastercard Inc 0.0%
Value ($000) $417 Shares 2,209 Est. Cost $102.18 Unrealized
Svenska Cellulosa AB-SP ADR 0.0%
Value ($000) $412 Shares 53,525 Est. Cost $25.77 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $411 Shares 3,380 Est. Cost $45.61 Unrealized +193.9%
ATO Atmos Energy Corp 0.0%
Value ($000) $408 Shares 4,400 Est. Cost $48.33 Unrealized +66.5%
ZTS Zoetis Inc 0.0%
Value ($000) $405 Shares 4,731 Est. Cost $43.22 Unrealized +96.7%
MHGVY Mowi ASA 0.0%
Value ($000) $381 Shares 17,995 Est. Cost $21.17 Unrealized
Public Storage Inc. 0.0%
Value ($000) $380 Shares 1,878 Est. Cost $153.41 Unrealized
Smith & Nephew 0.0%
Value ($000) $375 Shares 10,020 Est. Cost $44.46 Unrealized
STT State Street Corp. 0.0%
Value ($000) $371 Shares 5,875 Est. Cost $45.08 Unrealized +26.0%
MDLZ Mondelez International 0.0%
Value ($000) $364 Shares 9,086 Est. Cost $23.29 Unrealized +53.6%
HASI Hannon Armstrong Sustainable I 0.0%
Value ($000) $354 Shares 18,600 Est. Cost $9.14 Unrealized +66.0%
HRCR Hershey Creamery Co. 0.0%
Value ($000) $354 Shares 93 Est. Cost $2004.49 Unrealized +88.6%
Cree Inc 0.0%
Value ($000) $342 Shares 8,000 Est. Cost $28.25 Unrealized
IFF Int'l. Flavors & Fragrance 0.0%
Value ($000) $333 Shares 2,480 Est. Cost $61.24 Unrealized +87.1%
Cedar Fair Dep. Unt. LP 0.0%
Value ($000) $331 Shares 7,000 Est. Cost $64.14 Unrealized
IDA Idacorp Inc. 0.0%
Value ($000) $330 Shares 3,550 Est. Cost $50.14 Unrealized +94.8%
MTX Minerals Technologies Inc. 0.0%
Value ($000) $329 Shares 6,400 Est. Cost $39.30 Unrealized +37.5%
NOC Northrop Grumman Corporation 0.0%
Value ($000) $326 Shares 1,333 Est. Cost $133.81 Unrealized +83.4%
LOW Lowes Cos. Inc. 0.0%
Value ($000) $323 Shares 3,495 Est. Cost $65.65 Unrealized +28.9%
PAC Grupo Aeroportuario del Pacifi 0.0%
Value ($000) $322 Shares 3,953 Est. Cost $102.49 Unrealized
Luxottica Group S P A 0.0%
Value ($000) $315 Shares 5,339 Est. Cost $51.81 Unrealized
LCNTU Louisiana Central Oil & Gas 0.0%
Value ($000) $315 Shares 360 Est. Cost $900.35 Unrealized
IXJ iShares S&P Glbl Healthcare In 0.0%
Value ($000) $314 Shares 5,542 Est. Cost $68.58 Unrealized
SWGNF Swatch Group 0.0%
Value ($000) $313 Shares 5,500 Est. Cost $103.26 Unrealized -37.7%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $310 Shares 1,940 Est. Cost $61.55 Unrealized +116.4%
Invesco BLDRS Emerging Markets 0.0%
Value ($000) $307 Shares 8,520 Est. Cost $40.84 Unrealized
Glaxo Smithkline Plc ADR 0.0%
Value ($000) $298 Shares 7,790 Est. Cost $39.09 Unrealized
IXN iShares S&P Glbl Technology Se 0.0%
Value ($000) $288 Shares 2,001 Est. Cost $89.09 Unrealized
DAN Dana Holding Corp. 0.0%
Value ($000) $273 Shares 20,000 Est. Cost $16.15 Unrealized -20.2%
NSC Norfolk Southern Corp. 0.0%
Value ($000) $268 Shares 1,790 Est. Cost $102.71 Unrealized +38.6%
ELV Anthem Inc 0.0%
Value ($000) $263 Shares 1,000 Est. Cost $191.44 Unrealized +30.7%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $261 Shares 5,150 Est. Cost $52.09 Unrealized
UTMD Utah Medical Products Inc 0.0%
Value ($000) $256 Shares 3,080 Est. Cost $68.54 Unrealized +28.5%
FRPH FRP Holdings Inc 0.0%
Value ($000) $251 Shares 5,464 Est. Cost $22.43 Unrealized +11.0%
BABA Alibaba Group Holding Ltd. 0.0%
Value ($000) $250 Shares 1,823 Est. Cost $183.76 Unrealized
Check Point Software Technolog 0.0%
Value ($000) $246 Shares 2,400 Est. Cost $117.50 Unrealized
ORCL Oracle Systems Corp. 0.0%
Value ($000) $246 Shares 5,445 Est. Cost $30.06 Unrealized +43.6%
NVZMY Novozymes A/S 0.0%
Value ($000) $246 Shares 5,500 Est. Cost $34.30 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $242 Shares 6,226 Est. Cost $40.74 Unrealized -19.1%
TXN Texas Instruments Inc. 0.0%
Value ($000) $236 Shares 2,497 Est. Cost $87.98 Unrealized -10.1%
EOG Resources, Inc. 0.0%
Value ($000) $233 Shares 2,668 Est. Cost $184.66 Unrealized
CHD Church & Dwight Co. 0.0%
Value ($000) $233 Shares 3,550 Est. Cost $51.78 Unrealized +12.3%
FXI iShares FTSE/Xinhua China 25 I 0.0%
Value ($000) $229 Shares 5,860 Est. Cost $32.54 Unrealized
IJR iShares S&P Small Cap 600 Inde 0.0%
Value ($000) $228 Shares 3,294 Est. Cost $74.29 Unrealized
DowDuPont Inc 0.0%
Value ($000) $223 Shares 4,168 Est. Cost $69.34 Unrealized
Raytheon Company 0.0%
Value ($000) $219 Shares 1,429 Est. Cost $186.49 Unrealized
ST Sensata Technologies Holdings 0.0%
Value ($000) $206 Shares 4,600 Est. Cost $53.31 Unrealized -15.1%
POR Portland General Electric Comp 0.0%
Value ($000) $206 Shares 4,485 Est. Cost $20.17 Unrealized +75.3%
UnitedHealth Group Inc. 0.0%
Value ($000) $206 Shares 827 Est. Cost $245.47 Unrealized
IJH IShares Tr. S&P MidCap 400 In 0.0%
Value ($000) $202 Shares 1,214 Est. Cost $178.61 Unrealized
Duke Energy Corp. 0.0%
Value ($000) $202 Shares 2,337 Est. Cost $86.44 Unrealized
DMLP Dorchester Minerals LP 0.0%
Value ($000) $167 Shares 11,400 Est. Cost $25.97 Unrealized
CLNE Clean Energy Fuels Corp 0.0%
Value ($000) $129 Shares 75,000 Est. Cost $2.64 Unrealized -16.2%
Pioneer Railcorp 0.0%
Value ($000) $126 Shares 13,000 Est. Cost $6.23 Unrealized
F Ford Motor Company 0.0%
Value ($000) $109 Shares 14,200 Est. Cost $7.48 Unrealized -17.0%
BFIAX American Funds Inflation Linke 0.0%
Value ($000) $100 Shares 10,694 Est. Cost $9.35 Unrealized
SJT San Juan Basin Royalty Tr. Uni 0.0%
Value ($000) $91 Shares 19,004 Est. Cost $11.98 Unrealized
CWGL Crimson Wine Group Ltd 0.0%
Value ($000) $84 Shares 10,750 Est. Cost $9.15 Unrealized -10.2%
Chesapeake Energy Corp 0.0%
Value ($000) $79 Shares 37,400 Est. Cost $2.11 Unrealized
Aberdeen Asia - Pac Income Fun 0.0%
Value ($000) $68 Shares 17,456 Est. Cost $5.70 Unrealized
Plug Power Inc. 0.0%
Value ($000) $67 Shares 54,000 Est. Cost $1.55 Unrealized
HLX Helix Energy Solutions Group I 0.0%
Value ($000) $54 Shares 10,000 Est. Cost $23.32 Unrealized -65.1%
Westport Innovations Inc 0.0%
Value ($000) $52 Shares 39,000 Est. Cost $1.72 Unrealized
Kore Potash PLC 0.0%
Value ($000) $46 Shares 500,000 Est. Cost $0.09 Unrealized
CASI Pharmaceuticals Inc. 0.0%
Value ($000) $40 Shares 10,002 Est. Cost $1.80 Unrealized
STXS Stereotaxis Inc. 0.0%
Value ($000) $13 Shares 11,900 Est. Cost $3.51 Unrealized -63.2%
ConforMis Inc 0.0%
Value ($000) $8 Shares 23,000 Est. Cost $2.30 Unrealized