VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Diversified Active

CIK: 0001021642 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 26, 2018

Total Value ($000): $8,635,499 (100.0% shares, 0.0% debt)

Holdings (192)

SNA SNAP ON INC 1.6%
Value ($000) $138,086 Shares 792,225 Est. Cost $117.46 Unrealized +11.9%
FAF FIRST AMERN FINL CORP 1.5%
Value ($000) $132,759 Shares 2,368,997 Est. Cost $24.13 Unrealized +70.1%
CHEMICAL FINL CORP 1.5%
Value ($000) $125,614 Shares 2,349,235 Est. Cost $45.70 Unrealized
NXST NEXSTAR MEDIA GROUP INC 1.4%
Value ($000) $123,792 Shares 1,583,020 Est. Cost $49.30 Unrealized +8.2%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $119,004 Shares 539,798 Est. Cost $60.01 Unrealized +210.0%
TWENTY FIRST CENTY FOX INC 1.3%
Value ($000) $113,350 Shares 3,322,101 Est. Cost $30.38 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 1.3%
Value ($000) $112,521 Shares 1,311,590 Est. Cost $68.72 Unrealized +14.6%
HD HOME DEPOT INC 1.2%
Value ($000) $107,217 Shares 565,700 Est. Cost $125.03 Unrealized +13.3%
MSFT MICROSOFT CORP 1.2%
Value ($000) $107,129 Shares 1,252,388 Est. Cost $33.56 Unrealized +124.2%
SHW SHERWIN WILLIAMS CO 1.2%
Value ($000) $103,908 Shares 253,410 Est. Cost $105.00 Unrealized +16.5%
OPLN KAR AUCTION SVCS INC 1.2%
Value ($000) $100,609 Shares 1,991,860 Est. Cost $10.70 Unrealized +73.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $97,361 Shares 491,172 Est. Cost $147.36 Unrealized +28.9%
ARCC ARES CAP CORP 1.1%
Value ($000) $92,107 Shares 5,859,187 Est. Cost $5.95 Unrealized +25.7%
LFUS LITTELFUSE INC 1.1%
Value ($000) $91,423 Shares 462,153 Est. Cost $133.99 Unrealized +49.6%
CACI CACI INTL INC 1.0%
Value ($000) $90,149 Shares 681,140 Est. Cost $80.21 Unrealized +68.3%
NWL NEWELL BRANDS INC 1.0%
Value ($000) $83,418 Shares 2,699,594 Est. Cost $31.85 Unrealized -25.5%
FFBC FIRST FINL BANCORP OH 0.9%
Value ($000) $81,537 Shares 3,094,400 Est. Cost $12.95 Unrealized +51.6%
AJG GALLAGHER ARTHUR J & CO 0.9%
Value ($000) $80,767 Shares 1,276,345 Est. Cost $38.66 Unrealized +47.0%
FRME FIRST MERCHANTS CORP 0.9%
Value ($000) $78,107 Shares 1,857,025 Est. Cost $19.73 Unrealized +67.3%
UNION BANKSHARES CORP NEW 0.9%
Value ($000) $77,352 Shares 2,138,575 Est. Cost $26.03 Unrealized
VYX NCR CORP NEW 0.9%
Value ($000) $76,932 Shares 2,263,364 Est. Cost $21.69 Unrealized -6.5%
HAL HALLIBURTON CO 0.9%
Value ($000) $76,723 Shares 1,569,954 Est. Cost $43.04 Unrealized -13.0%
JACK JACK IN THE BOX INC 0.9%
Value ($000) $76,445 Shares 779,175 Est. Cost $100.34 Unrealized +1.4%
FIRSTCASH INC 0.9%
Value ($000) $76,438 Shares 1,133,266 Est. Cost $47.49 Unrealized
MASONITE INTL CORP NEW 0.9%
Value ($000) $75,087 Shares 1,012,620 Est. Cost $72.52 Unrealized
IWN ISHARES RUSSELL 2000 VAL ETF 0.9%
Value ($000) $74,844 Shares 595,180 Est. Cost $104.94 Unrealized
TIME WARNER INC 0.9%
Value ($000) $74,079 Shares 809,870 Est. Cost $102.45 Unrealized
FORUM ENERGY TECHNOLOGIES INC 0.8%
Value ($000) $73,315 Shares 4,714,850 Est. Cost $17.37 Unrealized
MHK MOHAWK INDS INC 0.8%
Value ($000) $72,031 Shares 261,075 Est. Cost $198.41 Unrealized +35.2%
RITM NEW RESIDENTIAL INVT CORP 0.8%
Value ($000) $71,696 Shares 4,009,915 Est. Cost $12.15 Unrealized
WPX ENERGY INC 0.8%
Value ($000) $71,693 Shares 5,095,425 Est. Cost $13.12 Unrealized
BERRY GLOBAL GROUP INC 0.8%
Value ($000) $71,139 Shares 1,212,525 Est. Cost $56.94 Unrealized
BDN BRANDYWINE RLTY TR 0.8%
Value ($000) $68,847 Shares 3,784,850 Est. Cost $17.53 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.8%
Value ($000) $66,711 Shares 4,317,850 Est. Cost $9.87 Unrealized +52.5%
GRFS GRIFOLS S A 0.8%
Value ($000) $66,513 Shares 2,901,936 Est. Cost $21.20 Unrealized
PINNACLE FINL PARTNERS INC 0.8%
Value ($000) $66,104 Shares 997,052 Est. Cost $62.87 Unrealized
SR SPIRE INC 0.8%
Value ($000) $65,571 Shares 872,525 Est. Cost $69.41 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LTD 0.8%
Value ($000) $64,962 Shares 1,790,075 Est. Cost $23.96 Unrealized +6.2%
BRO BROWN & BROWN INC 0.8%
Value ($000) $64,789 Shares 1,259,025 Est. Cost $14.85 Unrealized +58.6%
FIS FIDELITY NATL INFORMATION SVCS 0.7%
Value ($000) $64,534 Shares 685,870 Est. Cost $54.10 Unrealized +50.0%
CALLON PETE CO DEL 0.7%
Value ($000) $63,699 Shares 5,242,800 Est. Cost $13.42 Unrealized
T AT&T INC 0.7%
Value ($000) $63,095 Shares 1,622,804 Est. Cost $15.53 Unrealized -1.8%
CONTINENTAL RESOURCES INC 0.7%
Value ($000) $61,425 Shares 1,159,615 Est. Cost $51.13 Unrealized
KOSMOS ENERGY LTD 0.7%
Value ($000) $61,230 Shares 8,938,750 Est. Cost $6.79 Unrealized
BCO BRINKS CO 0.7%
Value ($000) $61,152 Shares 777,025 Est. Cost $60.16 Unrealized +23.2%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $60,750 Shares 401,366 Est. Cost $89.99 Unrealized +58.0%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $60,660 Shares 476,751 Est. Cost $82.73 Unrealized +31.2%
ATLANTICA YIELD PLC 0.7%
Value ($000) $60,159 Shares 2,836,365 Est. Cost $21.36 Unrealized
INTEGRATED DEVICE TECHNOLOGY 0.7%
Value ($000) $59,899 Shares 2,014,750 Est. Cost $24.39 Unrealized
EXTENDED STAY AMER INC 0.7%
Value ($000) $59,161 Shares 3,113,675 Est. Cost $19.48 Unrealized
NSP INSPERITY INC 0.7%
Value ($000) $58,709 Shares 1,023,700 Est. Cost $38.01 Unrealized +13.8%
GENESEE & WYO INC 0.7%
Value ($000) $58,368 Shares 741,375 Est. Cost $69.96 Unrealized
CABO CABLE ONE INC 0.7%
Value ($000) $58,304 Shares 82,895 Est. Cost $609.12 Unrealized +4.8%
DUNKIN BRANDS GROUP INC 0.7%
Value ($000) $57,229 Shares 887,675 Est. Cost $54.05 Unrealized
MULTI COLOR CORP 0.7%
Value ($000) $57,149 Shares 763,525 Est. Cost $60.04 Unrealized
SLAB SILICON LABORATORIES INC 0.7%
Value ($000) $56,511 Shares 640,000 Est. Cost $46.03 Unrealized +95.2%
PACIFIC PREMIER BANCORP 0.6%
Value ($000) $55,787 Shares 1,394,675 Est. Cost $27.20 Unrealized
LIVN LIVANOVA PLC 0.6%
Value ($000) $55,467 Shares 694,025 Est. Cost $79.39 Unrealized 0.0%
CNC CENTENE CORP DEL 0.6%
Value ($000) $54,917 Shares 544,375 Est. Cost $32.77 Unrealized +47.8%
ABM ABM INDS INC 0.6%
Value ($000) $54,639 Shares 1,448,550 Est. Cost $35.62 Unrealized -1.8%
ARMK ARAMARK 0.6%
Value ($000) $54,513 Shares 1,275,450 Est. Cost $23.45 Unrealized +17.8%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.6%
Value ($000) $54,458 Shares 1,428,200 Est. Cost $22.66 Unrealized +44.3%
POLYONE CORP 0.6%
Value ($000) $53,826 Shares 1,237,390 Est. Cost $38.94 Unrealized
UCB UNITED CMNTY BKS BLAIRSVLE GA 0.6%
Value ($000) $53,712 Shares 1,908,700 Est. Cost $27.08 Unrealized +3.1%
MIDD MIDDLEBY CORP 0.6%
Value ($000) $53,537 Shares 396,720 Est. Cost $122.36 Unrealized 0.0%
APTIV PLC 0.6%
Value ($000) $52,735 Shares 621,663 Est. Cost $84.83 Unrealized
SIX FLAGS ENTMT CORP NEW 0.6%
Value ($000) $52,305 Shares 785,710 Est. Cost $64.15 Unrealized
MXL MAXLINEAR INC 0.6%
Value ($000) $52,171 Shares 1,974,675 Est. Cost $25.29 Unrealized -1.2%
CCK CROWN HOLDINGS INC 0.6%
Value ($000) $51,626 Shares 917,780 Est. Cost $45.62 Unrealized +23.2%
MILACRON HLDGS CORP 0.6%
Value ($000) $51,524 Shares 2,691,935 Est. Cost $15.50 Unrealized
RGA REINSURANCE GROUP AMER INC 0.6%
Value ($000) $50,593 Shares 324,470 Est. Cost $83.07 Unrealized +82.3%
SYF SYNCHRONY FINL 0.6%
Value ($000) $49,635 Shares 1,285,550 Est. Cost $24.86 Unrealized +12.7%
AAPL APPLE INC 0.6%
Value ($000) $49,543 Shares 292,753 Est. Cost $25.56 Unrealized +52.9%
VECTREN CORP 0.6%
Value ($000) $49,453 Shares 760,575 Est. Cost $43.35 Unrealized
PRA HEALTH SCIENCES INC 0.6%
Value ($000) $49,364 Shares 542,050 Est. Cost $38.27 Unrealized
TCP CAP CORP 0.6%
Value ($000) $48,930 Shares 3,202,200 Est. Cost $16.26 Unrealized
GPN GLOBAL PMTS INC 0.6%
Value ($000) $48,593 Shares 484,750 Est. Cost $51.27 Unrealized +85.6%
SEIC SEI INVESTMENTS CO 0.6%
Value ($000) $48,342 Shares 672,725 Est. Cost $35.85 Unrealized +67.9%
AVY AVERY DENNISON CORP 0.6%
Value ($000) $48,152 Shares 419,225 Est. Cost $43.96 Unrealized +112.8%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $47,922 Shares 458,845 Est. Cost $39.16 Unrealized +98.3%
PNR PENTAIR PLC 0.6%
Value ($000) $47,718 Shares 675,695 Est. Cost $33.79 Unrealized +22.5%
GD GENERAL DYNAMICS CORP 0.5%
Value ($000) $46,976 Shares 230,897 Est. Cost $93.97 Unrealized +81.3%
ZBRA ZEBRA TECHNOLOGIES CORP 0.5%
Value ($000) $46,690 Shares 449,815 Est. Cost $74.03 Unrealized +46.9%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $46,629 Shares 245,569 Est. Cost $127.68 Unrealized +46.8%
NWE NORTHWESTERN CORP 0.5%
Value ($000) $46,556 Shares 779,825 Est. Cost $36.08 Unrealized +17.9%
ESNT ESSENT GROUP LTD 0.5%
Value ($000) $46,390 Shares 1,068,425 Est. Cost $35.55 Unrealized +9.7%
RDN RADIAN GROUP INC 0.5%
Value ($000) $45,313 Shares 2,198,600 Est. Cost $15.32 Unrealized +11.4%
AMN AMN HEALTHCARE SERVICES INC 0.5%
Value ($000) $45,256 Shares 918,900 Est. Cost $36.17 Unrealized +26.0%
MTG MGIC INVT CORP WIS 0.5%
Value ($000) $45,121 Shares 3,197,825 Est. Cost $11.95 Unrealized +17.6%
NSA NATIONAL STORAGE AFFILIATES TR 0.5%
Value ($000) $44,779 Shares 1,642,650 Est. Cost $23.66 Unrealized
FELE FRANKLIN ELEC INC 0.5%
Value ($000) $44,725 Shares 974,400 Est. Cost $28.17 Unrealized +47.2%
LAREDO PETROLEUM INC 0.5%
Value ($000) $44,377 Shares 4,182,575 Est. Cost $10.33 Unrealized
CONSTELLIUM NV 0.5%
Value ($000) $44,253 Shares 3,968,925 Est. Cost $9.21 Unrealized
VISN COMMSCOPE HLDG CO INC 0.5%
Value ($000) $44,133 Shares 1,166,600 Est. Cost $30.54 Unrealized +14.1%
ENVISION HEALTHCARE CORP 0.5%
Value ($000) $43,947 Shares 1,271,605 Est. Cost $58.83 Unrealized
MCO MOODYS CORP 0.5%
Value ($000) $43,707 Shares 296,106 Est. Cost $62.43 Unrealized +118.3%
SUMMIT MATLS INC 0.5%
Value ($000) $43,567 Shares 1,385,710 Est. Cost $29.26 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.5%
Value ($000) $43,402 Shares 171,230 Est. Cost $146.27 Unrealized +10.5%
ATHENE HLDG LTD 0.5%
Value ($000) $43,277 Shares 836,915 Est. Cost $49.99 Unrealized
FNB FNB CORP PA 0.5%
Value ($000) $42,816 Shares 3,098,125 Est. Cost $9.96 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC 0.5%
Value ($000) $42,720 Shares 471,621 Est. Cost $32.77 Unrealized +132.2%
INVESTORS BANCORP INC NEW 0.5%
Value ($000) $41,830 Shares 3,013,750 Est. Cost $12.62 Unrealized
PACWEST BANCORP DEL 0.5%
Value ($000) $41,614 Shares 825,680 Est. Cost $44.08 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.5%
Value ($000) $41,283 Shares 398,410 Est. Cost $74.53 Unrealized +45.7%
LKFN LAKELAND FINL CORP 0.5%
Value ($000) $41,132 Shares 848,247 Est. Cost $24.90 Unrealized +57.7%
HUBB HUBBELL INC 0.5%
Value ($000) $40,537 Shares 299,515 Est. Cost $99.68 Unrealized +5.9%
C CITIGROUP INC 0.5%
Value ($000) $40,195 Shares 540,178 Est. Cost $52.03 Unrealized +8.5%
AMWD AMERICAN WOODMARK CORP 0.5%
Value ($000) $39,202 Shares 300,975 Est. Cost $77.84 Unrealized +35.0%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $39,182 Shares 440,095 Est. Cost $67.50 Unrealized +12.8%
MTX MINERALS TECHNOLOGIES INC 0.4%
Value ($000) $38,432 Shares 558,200 Est. Cost $72.95 Unrealized -6.0%
HD SUPPLY HLDGS INC 0.4%
Value ($000) $37,804 Shares 944,375 Est. Cost $31.15 Unrealized
MKL MARKEL CORP 0.4%
Value ($000) $37,364 Shares 32,800 Est. Cost $889.39 Unrealized +22.9%
MDT MEDTRONIC PLC 0.4%
Value ($000) $37,330 Shares 462,290 Est. Cost $56.10 Unrealized +15.8%
QEP RES INC 0.4%
Value ($000) $37,014 Shares 3,867,640 Est. Cost $16.71 Unrealized
NDAQ NASDAQ INC 0.4%
Value ($000) $36,339 Shares 472,975 Est. Cost $12.21 Unrealized +82.1%
PLXS PLEXUS CORP 0.4%
Value ($000) $35,338 Shares 581,975 Est. Cost $53.67 Unrealized +12.9%
HILLENBRAND INC 0.4%
Value ($000) $35,192 Shares 787,300 Est. Cost $28.23 Unrealized
CYRUSONE INC 0.4%
Value ($000) $35,174 Shares 590,860 Est. Cost $53.65 Unrealized
LPLA LPL FINL HLDGS INC 0.4%
Value ($000) $34,422 Shares 602,425 Est. Cost $46.02 Unrealized +14.4%
HBAN HUNTINGTON BANCSHARES INC 0.4%
Value ($000) $34,219 Shares 2,350,200 Est. Cost $9.30 Unrealized +5.0%
TGNA TEGNA INC 0.4%
Value ($000) $33,766 Shares 2,398,125 Est. Cost $14.79 Unrealized -11.5%
ELDORADO RESORTS INC 0.4%
Value ($000) $33,443 Shares 1,008,825 Est. Cost $25.65 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.4%
Value ($000) $33,362 Shares 592,765 Est. Cost $34.05 Unrealized +36.9%
PVH PVH CORP 0.4%
Value ($000) $33,308 Shares 242,745 Est. Cost $105.64 Unrealized +22.2%
PRESIDIO INC 0.4%
Value ($000) $33,107 Shares 1,727,025 Est. Cost $15.93 Unrealized
VIRTUSA CORP 0.4%
Value ($000) $32,736 Shares 742,650 Est. Cost $25.33 Unrealized
CXW CORECIVIC INC 0.4%
Value ($000) $32,669 Shares 1,451,950 Est. Cost $20.52 Unrealized -7.2%
BC BRUNSWICK CORP 0.4%
Value ($000) $32,412 Shares 586,990 Est. Cost $49.88 Unrealized -5.9%
CW CURTISS WRIGHT CORP 0.4%
Value ($000) $31,631 Shares 259,590 Est. Cost $101.58 Unrealized +11.8%
AIN ALBANY INTL CORP 0.4%
Value ($000) $31,573 Shares 513,800 Est. Cost $44.72 Unrealized +22.2%
MOG/A MOOG INC 0.4%
Value ($000) $31,371 Shares 361,200 Est. Cost $79.26 Unrealized 0.0%
OSK OSHKOSH CORP 0.4%
Value ($000) $31,006 Shares 341,140 Est. Cost $76.94 Unrealized 0.0%
GEO GEO GROUP INC NEW 0.4%
Value ($000) $31,001 Shares 1,313,625 Est. Cost $19.14 Unrealized -6.2%
REV GROUP INC 0.4%
Value ($000) $30,645 Shares 942,050 Est. Cost $29.05 Unrealized
COTIVITI HLDGS INC 0.4%
Value ($000) $30,572 Shares 949,150 Est. Cost $23.23 Unrealized
FN FABRINET 0.4%
Value ($000) $30,506 Shares 1,062,930 Est. Cost $34.31 Unrealized -3.6%
LAUR LAUREATE EDUCATION INC 0.3%
Value ($000) $30,194 Shares 2,226,740 Est. Cost $14.80 Unrealized -11.5%
AIR AAR CORP 0.3%
Value ($000) $30,164 Shares 767,750 Est. Cost $39.44 Unrealized 0.0%
WIDEOPENWEST INC 0.3%
Value ($000) $29,414 Shares 2,782,850 Est. Cost $14.53 Unrealized
ALTABA INC 0.3%
Value ($000) $29,410 Shares 421,050 Est. Cost $55.41 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $28,301 Shares 202,550 Est. Cost $81.06 Unrealized +36.9%
SERVICEMASTER GLOBAL HLDGS INC 0.3%
Value ($000) $28,176 Shares 549,575 Est. Cost $29.76 Unrealized
MANH MANHATTAN ASSOCS INC 0.3%
Value ($000) $27,874 Shares 562,650 Est. Cost $47.12 Unrealized -4.8%
IART INTEGRA LIFESCIENCES HLDGS CP 0.3%
Value ($000) $27,572 Shares 576,100 Est. Cost $35.17 Unrealized +39.2%
IPGP IPG PHOTONICS CORP 0.3%
Value ($000) $27,571 Shares 128,760 Est. Cost $137.15 Unrealized +54.8%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $27,240 Shares 157,975 Est. Cost $143.75 Unrealized
SSD SIMPSON MANUFACTURING CO INC 0.3%
Value ($000) $27,181 Shares 473,450 Est. Cost $38.68 Unrealized +31.6%
RNG RINGCENTRAL INC 0.3%
Value ($000) $26,913 Shares 556,075 Est. Cost $18.74 Unrealized +142.8%
LOPE GRAND CANYON ED INC 0.3%
Value ($000) $25,977 Shares 290,140 Est. Cost $39.66 Unrealized +128.2%
BROADCOM LTD 0.3%
Value ($000) $25,815 Shares 100,484 Est. Cost $169.01 Unrealized
IQV IQVIA HLDGS INC 0.3%
Value ($000) $24,876 Shares 254,098 Est. Cost $101.80 Unrealized 0.0%
REI RING ENERGY INC 0.3%
Value ($000) $23,195 Shares 1,668,725 Est. Cost $12.79 Unrealized +5.0%
FISV FISERV INC 0.3%
Value ($000) $22,777 Shares 173,700 Est. Cost $32.44 Unrealized +99.1%
PB PROSPERITY BANCSHARES INC 0.3%
Value ($000) $22,679 Shares 323,661 Est. Cost $37.37 Unrealized +40.1%
CTBI COMMUNITY TR BANCORP INC 0.3%
Value ($000) $22,266 Shares 472,750 Est. Cost $30.56 Unrealized +15.1%
COMMERCEHUB INC 0.3%
Value ($000) $21,987 Shares 999,875 Est. Cost $15.03 Unrealized
PKG PACKAGING CORP AMER 0.2%
Value ($000) $21,071 Shares 174,785 Est. Cost $43.60 Unrealized +108.5%
MERITOR INC 0.2%
Value ($000) $20,378 Shares 868,650 Est. Cost $25.30 Unrealized
BKR BAKER HUGHES A GE CO 0.2%
Value ($000) $20,273 Shares 640,760 Est. Cost $27.90 Unrealized -8.4%
MKSI MKS INSTRUMENT INC 0.2%
Value ($000) $18,659 Shares 197,450 Est. Cost $76.52 Unrealized +22.1%
SIG SIGNET JEWELERS LIMITED 0.2%
Value ($000) $18,386 Shares 325,115 Est. Cost $80.07 Unrealized -35.8%
CPS COOPER STD HLDGS INC 0.2%
Value ($000) $17,977 Shares 146,750 Est. Cost $117.84 Unrealized 0.0%
OASIS PETE INC NEW 0.2%
Value ($000) $17,965 Shares 2,136,100 Est. Cost $9.75 Unrealized
TRONOX LTD 0.2%
Value ($000) $17,379 Shares 847,325 Est. Cost $19.79 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $16,589 Shares 14,185 Est. Cost $47.71 Unrealized +15.3%
GMS INC 0.2%
Value ($000) $15,877 Shares 421,825 Est. Cost $35.09 Unrealized
U S SILICA HLDGS INC 0.2%
Value ($000) $15,495 Shares 475,875 Est. Cost $35.43 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $12,536 Shares 132,025 Est. Cost $35.06 Unrealized +148.0%
CWST CASELLA WASTE SYS INC 0.1%
Value ($000) $7,653 Shares 332,425 Est. Cost $19.68 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $5,288 Shares 199,475 Est. Cost $25.38 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,754 Shares 38,000 Est. Cost $17.18 Unrealized +112.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $1,731 Shares 13,830 Est. Cost $69.70 Unrealized +19.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1,630 Shares 15,245 Est. Cost $58.94 Unrealized +38.0%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,589 Shares 41,500 Est. Cost $24.71 Unrealized +13.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,489 Shares 18,375 Est. Cost $35.93 Unrealized +57.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,463 Shares 21,000 Est. Cost $46.41 Unrealized +14.8%
KO COCA COLA CO 0.0%
Value ($000) $1,376 Shares 30,000 Est. Cost $30.05 Unrealized +18.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,363 Shares 25,750 Est. Cost $27.75 Unrealized +15.2%
IWS ISHARES RUSSELL MID-CAP VAL ET 0.0%
Value ($000) $1,326 Shares 14,875 Est. Cost $75.85 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1,319 Shares 15,764 Est. Cost $57.77 Unrealized -1.1%
MRK MERCK & CO INC 0.0%
Value ($000) $1,311 Shares 23,300 Est. Cost $34.13 Unrealized +26.0%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $1,284 Shares 4,775 Est. Cost $213.11 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $1,277 Shares 35,250 Est. Cost $22.86 Unrealized +4.1%
OXY OCCIDENTAL PETE CORP DEL 0.0%
Value ($000) $1,208 Shares 16,400 Est. Cost $53.28 Unrealized +3.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,192 Shares 10,000 Est. Cost $57.13 Unrealized +51.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,150 Shares 13,675 Est. Cost $41.63 Unrealized +50.5%
IYH ISHARES TR 0.0%
Value ($000) $1,093 Shares 6,275 Est. Cost $140.19 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $1,088 Shares 19,825 Est. Cost $39.96 Unrealized -0.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $1,061 Shares 17,480 Est. Cost $36.45 Unrealized +23.7%
GENERAL ELECTRIC CO 0.0%
Value ($000) $835 Shares 47,825 Est. Cost $24.79 Unrealized
PTEN PATTERSON UTI ENERGY INC 0.0%
Value ($000) $483 Shares 21,000 Est. Cost $25.44 Unrealized -18.5%
CELGENE CORP 0.0%
Value ($000) $399 Shares 3,825 Est. Cost $145.88 Unrealized