NORTH STAR ASSET MANAGEMENT INC Diversified Active

CIK: 0001056559 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 24, 2014

Total Value ($000): $834,674 (100.0% shares, 0.0% debt)

Holdings (253)

HAINX HARBOR INTL FD 3.3%
Value ($000) $27,127 Shares 378,132 Est. Cost $62.49 Unrealized
KMB KIMBERLY-CLARK 2.6%
Value ($000) $21,713 Shares 196,940 Est. Cost $63.06 Unrealized +10.0%
SWTSX SCHWAB TOTAL STOCK MKT-SEL 1.9%
Value ($000) $15,852 Shares 461,899 Est. Cost $29.72 Unrealized
PRINCIPAL FINL GROUP 1.7%
Value ($000) $14,223 Shares 309,259 Est. Cost $38.63 Unrealized
VWO VANGUARD EMERGING MKTS ETF 1.7%
Value ($000) $14,066 Shares 346,614 Est. Cost $38.80 Unrealized
BEN FRANKLIN RESOURCES 1.7%
Value ($000) $13,964 Shares 257,748 Est. Cost $29.22 Unrealized +10.0%
AEPFX EUROPACIFIC GROWTH GRADE F2 1.7%
Value ($000) $13,828 Shares 280,371 Est. Cost $42.19 Unrealized
BOTTOMLINE TECHNOLOGIES 1.5%
Value ($000) $12,367 Shares 351,841 Est. Cost $25.55 Unrealized
VTI VANGUARD TTL STK MKT ETF 1.4%
Value ($000) $11,952 Shares 122,624 Est. Cost $82.66 Unrealized
XLE ENERGY SELECT SECTOR SPDR 1.4%
Value ($000) $11,875 Shares 133,334 Est. Cost $78.30 Unrealized
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $11,757 Shares 247,145 Est. Cost $26.94 Unrealized -4.0%
AMG AFFILIATED MANAGERS 1.4%
Value ($000) $11,640 Shares 58,185 Est. Cost $153.14 Unrealized +24.2%
ADBE ADOBE SYSTEMS 1.3%
Value ($000) $11,065 Shares 168,312 Est. Cost $44.30 Unrealized +44.8%
VERIFONE SYSTEMS 1.3%
Value ($000) $10,552 Shares 312,010 Est. Cost $16.81 Unrealized
PRICE T ROWE GROUP INC 1.2%
Value ($000) $10,201 Shares 123,871 Est. Cost $73.20 Unrealized
CA TECHNOLOGIES 1.2%
Value ($000) $9,999 Shares 322,766 Est. Cost $28.62 Unrealized
AAPL APPLE 1.1%
Value ($000) $9,564 Shares 17,818 Est. Cost $13.16 Unrealized +26.0%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $9,508 Shares 50,668 Est. Cost $57.12 Unrealized +19.5%
GOOGLE INC 1.1%
Value ($000) $9,431 Shares 8,462 Est. Cost $880.47 Unrealized
ROYCE VALUE TRUST(CL END) 1.1%
Value ($000) $9,415 Shares 598,530 Est. Cost $15.19 Unrealized
XILINX 1.1%
Value ($000) $9,398 Shares 173,171 Est. Cost $39.68 Unrealized
GLOBAL PAYMENTS 1.1%
Value ($000) $9,188 Shares 129,203 Est. Cost $46.43 Unrealized
GENERAL ELECTRIC 1.1%
Value ($000) $9,133 Shares 352,776 Est. Cost $23.19 Unrealized
DU PONT E I DE NEMOURS 1.1%
Value ($000) $9,053 Shares 134,916 Est. Cost $52.50 Unrealized
FIS FIDELITY NATL INFO 1.1%
Value ($000) $8,981 Shares 168,035 Est. Cost $34.36 Unrealized +26.6%
MSFT MICROSOFT 1.0%
Value ($000) $8,524 Shares 207,965 Est. Cost $26.70 Unrealized +17.1%
VEU VANGUARD FTSE WLD EX US ETF 1.0%
Value ($000) $8,369 Shares 166,349 Est. Cost $44.22 Unrealized
AKAMAI TECH 1.0%
Value ($000) $8,318 Shares 142,892 Est. Cost $43.41 Unrealized
QCOM QUALCOMM 1.0%
Value ($000) $8,264 Shares 104,790 Est. Cost $45.06 Unrealized +19.9%
V VISA 1.0%
Value ($000) $8,186 Shares 37,924 Est. Cost $40.02 Unrealized +27.7%
PM PHILIP MORRIS INT'L 1.0%
Value ($000) $8,129 Shares 99,290 Est. Cost $49.85 Unrealized -10.2%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $8,057 Shares 82,487 Est. Cost $53.69 Unrealized +8.2%
WALGREEN 1.0%
Value ($000) $7,961 Shares 120,565 Est. Cost $44.20 Unrealized
PFE PFIZER INCORPORATED 0.9%
Value ($000) $7,876 Shares 245,205 Est. Cost $16.46 Unrealized +10.6%
CTSH COGNIZANT CL A 0.9%
Value ($000) $7,864 Shares 155,412 Est. Cost $36.91 Unrealized +20.0%
WHITING PETROLEUM 0.9%
Value ($000) $7,699 Shares 110,964 Est. Cost $46.96 Unrealized
FISV FISERV 0.9%
Value ($000) $7,678 Shares 135,437 Est. Cost $24.46 Unrealized +17.0%
EVTC EVERTEC INC 0.9%
Value ($000) $7,611 Shares 308,155 Est. Cost $20.75 Unrealized +5.2%
WYNDHAM WORLDWIDE 0.9%
Value ($000) $7,575 Shares 103,437 Est. Cost $59.58 Unrealized
EFX EQUIFAX 0.9%
Value ($000) $7,543 Shares 110,883 Est. Cost $53.06 Unrealized +17.2%
ECHO GLOBAL LOGISTICS 0.9%
Value ($000) $7,462 Shares 407,314 Est. Cost $19.12 Unrealized
HOSPIRA 0.9%
Value ($000) $7,411 Shares 171,347 Est. Cost $40.19 Unrealized
SYK STRYKER CORP 0.9%
Value ($000) $7,255 Shares 89,053 Est. Cost $57.06 Unrealized +21.0%
CHESAPEAKE ENERGY 0.9%
Value ($000) $7,252 Shares 283,056 Est. Cost $20.46 Unrealized
J.HANCOCK FINL OPP FUND 0.9%
Value ($000) $7,244 Shares 300,974 Est. Cost $21.38 Unrealized
AES AES CORP 0.9%
Value ($000) $7,161 Shares 501,463 Est. Cost $8.29 Unrealized +12.1%
IBM IBM 0.8%
Value ($000) $6,854 Shares 35,607 Est. Cost $118.94 Unrealized -8.2%
MEDTRONIC 0.8%
Value ($000) $6,852 Shares 111,349 Est. Cost $51.46 Unrealized
MDRX ALLSCRIPTS HEALTHCARE 0.8%
Value ($000) $6,701 Shares 371,658 Est. Cost $13.40 Unrealized +29.1%
ITW ILLINOIS TOOL 0.8%
Value ($000) $6,690 Shares 82,254 Est. Cost $49.85 Unrealized +22.9%
TBGVX TWEEDY BRN GLOBAL VALUE 0.8%
Value ($000) $6,555 Shares 242,855 Est. Cost $24.99 Unrealized
MBWM MERCANTILE BANK 0.8%
Value ($000) $6,441 Shares 312,357 Est. Cost $10.14 Unrealized +21.8%
TEMPLETON DRAGON(CL END) 0.8%
Value ($000) $6,391 Shares 260,971 Est. Cost $25.08 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $6,310 Shares 163,864 Est. Cost $28.87 Unrealized +6.5%
PETROLEUM & RES(CL END) 0.7%
Value ($000) $6,238 Shares 223,432 Est. Cost $26.30 Unrealized
LOW LOWE'S COMPANIES 0.7%
Value ($000) $6,008 Shares 122,871 Est. Cost $32.16 Unrealized +21.3%
DHR DANAHER CORP 0.7%
Value ($000) $5,758 Shares 76,784 Est. Cost $25.19 Unrealized +22.2%
JOHNSON CONTROLS 0.7%
Value ($000) $5,543 Shares 117,125 Est. Cost $35.79 Unrealized
UNITED TECHNOLOGIES 0.7%
Value ($000) $5,438 Shares 46,540 Est. Cost $92.93 Unrealized
HAE HAEMONETICS CORP 0.6%
Value ($000) $5,137 Shares 157,640 Est. Cost $40.00 Unrealized -4.5%
SLM SLM CORP 0.6%
Value ($000) $4,980 Shares 203,447 Est. Cost $7.83 Unrealized +11.5%
CENTURYLINK INC 0.6%
Value ($000) $4,922 Shares 149,880 Est. Cost $35.15 Unrealized
JNJ JOHNSON&JOHNSON 0.6%
Value ($000) $4,907 Shares 49,954 Est. Cost $59.66 Unrealized +11.7%
PALL 0.6%
Value ($000) $4,857 Shares 54,287 Est. Cost $66.43 Unrealized
ROYCE MICRO-CAP TR (CL END) 0.6%
Value ($000) $4,817 Shares 393,547 Est. Cost $10.90 Unrealized
EMR EMERSON ELECTRIC 0.6%
Value ($000) $4,794 Shares 71,769 Est. Cost $40.02 Unrealized +19.4%
INTC INTEL CORP 0.6%
Value ($000) $4,691 Shares 181,688 Est. Cost $17.18 Unrealized +8.7%
SCHB SCHWAB US BROAD MKT ETF 0.6%
Value ($000) $4,607 Shares 100,797 Est. Cost $41.18 Unrealized
YUM YUM BRANDS 0.5%
Value ($000) $4,516 Shares 59,899 Est. Cost $39.03 Unrealized +7.8%
MBI MBIA 0.5%
Value ($000) $4,349 Shares 310,867 Est. Cost $5.48 Unrealized +1.5%
TMO THERMO FISHER SCIENTIFIC 0.5%
Value ($000) $4,347 Shares 36,154 Est. Cost $87.72 Unrealized +30.5%
INTU INTUIT 0.5%
Value ($000) $4,320 Shares 55,570 Est. Cost $54.39 Unrealized +27.3%
PERRIGO PLC 0.5%
Value ($000) $4,289 Shares 27,730 Est. Cost $153.62 Unrealized
ECL ECOLAB 0.5%
Value ($000) $4,261 Shares 39,461 Est. Cost $76.23 Unrealized +20.6%
ORCL ORACLE 0.5%
Value ($000) $4,085 Shares 99,861 Est. Cost $27.37 Unrealized +16.8%
RPM RPM 0.5%
Value ($000) $4,007 Shares 95,764 Est. Cost $32.11 Unrealized +28.4%
VTV VANGUARD VALUE ETF 0.5%
Value ($000) $3,859 Shares 49,407 Est. Cost $68.40 Unrealized
FHI FEDERATED INVESTORS 0.5%
Value ($000) $3,857 Shares 126,278 Est. Cost $14.75 Unrealized +12.0%
HOLX HOLOGIC INC 0.5%
Value ($000) $3,816 Shares 177,470 Est. Cost $21.01 Unrealized +2.7%
SLB SCHLUMBERGER 0.5%
Value ($000) $3,806 Shares 39,039 Est. Cost $53.52 Unrealized +22.4%
SCHE SCHWAB EMERGING MKT ETF 0.5%
Value ($000) $3,780 Shares 155,352 Est. Cost $23.85 Unrealized
SPDR S&P BANK ETF 0.4%
Value ($000) $3,743 Shares 109,950 Est. Cost $28.93 Unrealized
EBAY EBAY INC 0.4%
Value ($000) $3,711 Shares 67,175 Est. Cost $20.67 Unrealized 0.0%
PEP PEPSICO 0.4%
Value ($000) $3,619 Shares 43,341 Est. Cost $56.00 Unrealized +1.5%
SPDR GOLD TRUST (COLLECTIBLE) 0.4%
Value ($000) $3,597 Shares 29,097 Est. Cost $119.10 Unrealized
JBL JABIL CIRCUIT 0.4%
Value ($000) $3,415 Shares 189,745 Est. Cost $16.85 Unrealized -4.0%
VRSN VERISIGN INC 0.4%
Value ($000) $3,383 Shares 62,755 Est. Cost $48.37 Unrealized +16.0%
GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $3,332 Shares 20,333 Est. Cost $151.30 Unrealized
DUN & BRADSTREET 0.4%
Value ($000) $3,317 Shares 33,386 Est. Cost $99.58 Unrealized
FDX FEDEX CORP 0.4%
Value ($000) $3,293 Shares 24,841 Est. Cost $81.95 Unrealized +40.5%
iSHARES CORE MSCI EMG MKTS (ET 0.4%
Value ($000) $3,272 Shares 66,674 Est. Cost $49.54 Unrealized
LINEAR TECH 0.4%
Value ($000) $3,174 Shares 65,188 Est. Cost $36.84 Unrealized
TEVA TEVA PHARMACEUTICAL 0.4%
Value ($000) $3,115 Shares 58,960 Est. Cost $39.20 Unrealized
MS INDIA INVESTMENT (CL END) 0.4%
Value ($000) $3,079 Shares 157,721 Est. Cost $15.44 Unrealized
VARIAN MEDICAL SYSTEMS 0.4%
Value ($000) $3,053 Shares 36,355 Est. Cost $68.57 Unrealized
SCHH SCHWAB US REIT 0.4%
Value ($000) $3,040 Shares 91,823 Est. Cost $31.96 Unrealized
KSS KOHLS CORP 0.4%
Value ($000) $3,016 Shares 53,100 Est. Cost $49.55 Unrealized +8.2%
ALTRIA GROUP 0.4%
Value ($000) $2,991 Shares 79,903 Est. Cost $34.99 Unrealized
CSCO CISCO SYSTEMS 0.4%
Value ($000) $2,981 Shares 133,014 Est. Cost $15.24 Unrealized +0.4%
RALLY SOFTWARE 0.4%
Value ($000) $2,975 Shares 222,365 Est. Cost $16.83 Unrealized
SPDR S&P REGIONAL BANK ETF 0.3%
Value ($000) $2,817 Shares 68,070 Est. Cost $34.53 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $2,776 Shares 37,584 Est. Cost $26.92 Unrealized +20.9%
SCHW CHARLES SCHWAB 0.3%
Value ($000) $2,717 Shares 99,408 Est. Cost $17.83 Unrealized +27.3%
DIS WALT DISNEY CO 0.3%
Value ($000) $2,717 Shares 33,939 Est. Cost $56.11 Unrealized +24.2%
EMC CORP 0.3%
Value ($000) $2,670 Shares 97,386 Est. Cost $23.83 Unrealized
S&P INDEX FUND 0.3%
Value ($000) $2,662 Shares 14,236 Est. Cost $164.35 Unrealized
APACHE CORP 0.3%
Value ($000) $2,660 Shares 32,071 Est. Cost $83.82 Unrealized
BMO BANK OF MONTREAL 0.3%
Value ($000) $2,525 Shares 37,686 Est. Cost $36.25 Unrealized +10.8%
EXPRESS SCRIPTS 0.3%
Value ($000) $2,494 Shares 33,207 Est. Cost $62.71 Unrealized
ACIW ACI WORLDWIDE 0.3%
Value ($000) $2,474 Shares 41,805 Est. Cost $20.23 Unrealized 0.0%
USB US BANCORP DEL 0.3%
Value ($000) $2,443 Shares 56,989 Est. Cost $23.76 Unrealized +15.0%
KO COCA COLA 0.3%
Value ($000) $2,337 Shares 60,447 Est. Cost $27.85 Unrealized -4.7%
PG PROCTER & GAMBLE 0.3%
Value ($000) $2,322 Shares 28,808 Est. Cost $55.00 Unrealized +2.7%
VSMGX VANGUARD LIFE STRAGY MD GRTH 0.3%
Value ($000) $2,281 Shares 96,927 Est. Cost $21.70 Unrealized
CABELAS 0.3%
Value ($000) $2,236 Shares 34,127 Est. Cost $65.52 Unrealized
NATIONAL INSTRUMENTS 0.3%
Value ($000) $2,222 Shares 77,422 Est. Cost $28.35 Unrealized
FAST FASTENAL 0.3%
Value ($000) $2,184 Shares 44,302 Est. Cost $8.84 Unrealized -3.1%
TXN TEXAS INSTR 0.3%
Value ($000) $2,170 Shares 46,013 Est. Cost $25.31 Unrealized +26.2%
WU WESTERN UNION CO 0.3%
Value ($000) $2,153 Shares 131,630 Est. Cost $17.11 Unrealized
AFL AFLAC 0.3%
Value ($000) $2,108 Shares 33,442 Est. Cost $20.11 Unrealized +19.3%
UPS UNITED PARCEL 0.2%
Value ($000) $2,040 Shares 20,951 Est. Cost $55.38 Unrealized +15.9%
PB PROSPERITY BANCSHARES 0.2%
Value ($000) $1,977 Shares 29,890 Est. Cost $35.19 Unrealized +30.5%
BRYN MAWR BANK 0.2%
Value ($000) $1,922 Shares 66,885 Est. Cost $28.74 Unrealized
IXYS CORP 0.2%
Value ($000) $1,862 Shares 164,060 Est. Cost $11.06 Unrealized
HSIC HENRY SCHEIN 0.2%
Value ($000) $1,790 Shares 14,997 Est. Cost $36.66 Unrealized +24.7%
ZBH ZIMMER HOLDINGS 0.2%
Value ($000) $1,651 Shares 17,452 Est. Cost $67.30 Unrealized +24.2%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,609 Shares 46,571 Est. Cost $23.16 Unrealized +13.8%
ASB ASSOCIATED BCP 0.2%
Value ($000) $1,485 Shares 82,204 Est. Cost $9.98 Unrealized +16.3%
ABBVIE 0.2%
Value ($000) $1,457 Shares 28,345 Est. Cost $41.34 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $1,387 Shares 11,665 Est. Cost $71.28 Unrealized -1.3%
AEGFX AMER EUROPACIFIC GRWTH CL F-1 0.2%
Value ($000) $1,382 Shares 28,151 Est. Cost $41.79 Unrealized
AT&T INC 0.2%
Value ($000) $1,324 Shares 37,747 Est. Cost $35.41 Unrealized
VPMAX VANGUARD PRIMECAP ADMIRAL 0.2%
Value ($000) $1,323 Shares 13,154 Est. Cost $84.92 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $1,243 Shares 20,476 Est. Cost $36.74 Unrealized +14.6%
MMM 3M COMPANY 0.1%
Value ($000) $1,172 Shares 8,639 Est. Cost $63.86 Unrealized +19.4%
PLXS PLEXUS CORP 0.1%
Value ($000) $1,172 Shares 29,256 Est. Cost $27.78 Unrealized +47.0%
MERCK 0.1%
Value ($000) $1,167 Shares 20,563 Est. Cost $46.44 Unrealized
ESINQ ITT EDUCATIONAL SERVICES 0.1%
Value ($000) $1,109 Shares 38,658 Est. Cost $21.92 Unrealized +50.9%
VFIAX VANGUARD 500 INDEX (ADM) 0.1%
Value ($000) $1,074 Shares 6,224 Est. Cost $148.06 Unrealized
TFEQX TEMPLETON INSTL FOR EQ 0.1%
Value ($000) $1,056 Shares 45,754 Est. Cost $19.86 Unrealized
MCK MCKESSON 0.1%
Value ($000) $1,045 Shares 5,920 Est. Cost $101.46 Unrealized +57.8%
MKC MCCORMICK 0.1%
Value ($000) $1,023 Shares 14,265 Est. Cost $28.19 Unrealized -5.0%
POTASH CORP 0.1%
Value ($000) $1,018 Shares 28,095 Est. Cost $35.96 Unrealized
HEWLETT PACKARD 0.1%
Value ($000) $988 Shares 30,519 Est. Cost $24.79 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $984 Shares 19,779 Est. Cost $28.26 Unrealized +18.2%
UNITED HEALTHCARE 0.1%
Value ($000) $981 Shares 11,966 Est. Cost $65.50 Unrealized
BA BOEING CO 0.1%
Value ($000) $967 Shares 7,708 Est. Cost $80.68 Unrealized +38.4%
DOT HILL SYSTEMS 0.1%
Value ($000) $963 Shares 248,756 Est. Cost $2.19 Unrealized
KRAFT FOODS 0.1%
Value ($000) $925 Shares 16,480 Est. Cost $55.87 Unrealized
WY WEYERHAEUSER 0.1%
Value ($000) $924 Shares 31,492 Est. Cost $18.73 Unrealized +1.6%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $918 Shares 10,000 Est. Cost $35.69 Unrealized +50.7%
MARATHON OIL 0.1%
Value ($000) $875 Shares 24,622 Est. Cost $34.57 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $867 Shares 10,958 Est. Cost $56.05 Unrealized +7.5%
H & Q HEALTHCARE 0.1%
Value ($000) $841 Shares 30,894 Est. Cost $22.98 Unrealized
WEINGARTEN REALTY 0.1%
Value ($000) $803 Shares 26,755 Est. Cost $30.71 Unrealized
ROYAL DUTCH SHELL 0.1%
Value ($000) $777 Shares 10,633 Est. Cost $63.81 Unrealized
VFINX VANGUARD INDEX 500 0.1%
Value ($000) $776 Shares 4,498 Est. Cost $148.02 Unrealized
CHD CHURCH & DWIGHT 0.1%
Value ($000) $697 Shares 10,096 Est. Cost $26.18 Unrealized +7.7%
NB REAL ESTATE (CL END) 0.1%
Value ($000) $691 Shares 146,455 Est. Cost $4.80 Unrealized
BEMIS 0.1%
Value ($000) $672 Shares 17,116 Est. Cost $39.16 Unrealized
TIME WARNER 0.1%
Value ($000) $658 Shares 10,079 Est. Cost $57.83 Unrealized
VANGUARD TTL STOCK MKT 0.1%
Value ($000) $651 Shares 14,215 Est. Cost $38.90 Unrealized
BK BANK OF NY MELLON 0.1%
Value ($000) $629 Shares 17,825 Est. Cost $21.22 Unrealized +16.7%
POWERSHARE INDIA ETF 0.1%
Value ($000) $619 Shares 33,125 Est. Cost $16.54 Unrealized
DCI DONALDSON 0.1%
Value ($000) $609 Shares 14,370 Est. Cost $29.49 Unrealized +17.1%
SYY SYSCO CORPORATION 0.1%
Value ($000) $583 Shares 16,133 Est. Cost $24.40 Unrealized +7.0%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $576 Shares 8,886 Est. Cost $44.38 Unrealized +7.9%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $566 Shares 10,888 Est. Cost $28.81 Unrealized +24.7%
NSRGY NESTLE 0.1%
Value ($000) $565 Shares 7,517 Est. Cost $66.19 Unrealized
MBGAF DAIMLER AG 0.1%
Value ($000) $532 Shares 5,611 Est. Cost $30.91 Unrealized +52.9%
BP BP PLC 0.1%
Value ($000) $519 Shares 10,800 Est. Cost $41.71 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $497 Shares 5,325 Est. Cost $78.16 Unrealized
F FORD 0.1%
Value ($000) $495 Shares 31,705 Est. Cost $7.67 Unrealized +9.2%
ALTERA CORP 0.1%
Value ($000) $489 Shares 13,500 Est. Cost $32.97 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $483 Shares 6,857 Est. Cost $40.17 Unrealized +13.1%
VTSMX VANGUARD TTL STK MKT INDEX 0.1%
Value ($000) $457 Shares 9,639 Est. Cost $40.22 Unrealized
GWW GRAINGER WW 0.1%
Value ($000) $457 Shares 1,807 Est. Cost $201.89 Unrealized +1.8%
ADP AUTOMATIC DATA PROCESSNG 0.1%
Value ($000) $455 Shares 5,886 Est. Cost $45.42 Unrealized +15.5%
EFA MSCI-EAFE INDEX 0.1%
Value ($000) $454 Shares 6,750 Est. Cost $58.98 Unrealized
SPDR DOW JONES INDL AVG ETF 0.1%
Value ($000) $443 Shares 2,700 Est. Cost $148.52 Unrealized
COMCAST CORP CL A 0.1%
Value ($000) $442 Shares 8,837 Est. Cost $41.70 Unrealized
MAR MARRIOTT INT'L 0.1%
Value ($000) $433 Shares 7,742 Est. Cost $45.89 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $430 Shares 3,442 Est. Cost $116.85 Unrealized 0.0%
CENTRAL FD OF CANADA 0.1%
Value ($000) $419 Shares 30,425 Est. Cost $13.46 Unrealized
BBY BEST BUY 0.0%
Value ($000) $406 Shares 15,385 Est. Cost $16.63 Unrealized +7.7%
H&Q LIFE SCIENCE (CL END) 0.0%
Value ($000) $400 Shares 18,410 Est. Cost $17.88 Unrealized
NATIONAL-OILWELL VARCO 0.0%
Value ($000) $395 Shares 5,071 Est. Cost $70.33 Unrealized
RF MICRO DEVICES 0.0%
Value ($000) $385 Shares 48,914 Est. Cost $5.34 Unrealized
VGHCX VANGUARD HEALTH CARE 0.0%
Value ($000) $376 Shares 1,926 Est. Cost $169.16 Unrealized
VANGUARD MID CAP 0.0%
Value ($000) $368 Shares 11,868 Est. Cost $25.95 Unrealized
VGK VANGUARD FTSE EUROPE 0.0%
Value ($000) $363 Shares 6,150 Est. Cost $58.83 Unrealized
YAHOO 0.0%
Value ($000) $363 Shares 10,100 Est. Cost $25.15 Unrealized
LEGG MASON 0.0%
Value ($000) $352 Shares 7,178 Est. Cost $31.04 Unrealized
PCRX PACIRA PHARMACEUTICALS 0.0%
Value ($000) $350 Shares 5,000 Est. Cost $68.02 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $350 Shares 3,225 Est. Cost $95.76 Unrealized +13.2%
VIACOM CL B 0.0%
Value ($000) $344 Shares 4,042 Est. Cost $68.04 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $332 Shares 10,000 Est. Cost $21.10 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $330 Shares 7,200 Est. Cost $25.91 Unrealized +5.1%
WSBF WATERSTONE FINANCIAL 0.0%
Value ($000) $327 Shares 31,500 Est. Cost $10.47 Unrealized 0.0%
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $321 Shares 3,300 Est. Cost $57.67 Unrealized +23.8%
CELEGENE 0.0%
Value ($000) $320 Shares 2,293 Est. Cost $139.56 Unrealized
HUBBELL INC CL B 0.0%
Value ($000) $316 Shares 2,640 Est. Cost $98.86 Unrealized
SCHC SCHWAB INT'L SCAP ETF 0.0%
Value ($000) $314 Shares 9,500 Est. Cost $27.05 Unrealized
NCLEX NICHOLAS LTD 0.0%
Value ($000) $307 Shares 11,403 Est. Cost $27.01 Unrealized
ROK ROCKWELL AUTOMATION 0.0%
Value ($000) $306 Shares 2,459 Est. Cost $93.82 Unrealized 0.0%
FIRST MENASHA BANKSHARES 0.0%
Value ($000) $304 Shares 5,955 Est. Cost $48.03 Unrealized
SCHF SCHWAB INT'L EQUITY 0.0%
Value ($000) $304 Shares 9,650 Est. Cost $31.50 Unrealized
IBCP INDEPENDENT BANK CORP/MI 0.0%
Value ($000) $301 Shares 23,162 Est. Cost $4.79 Unrealized +84.5%
TIME WARNER CABLE 0.0%
Value ($000) $299 Shares 2,177 Est. Cost $112.63 Unrealized
DOV DOVER 0.0%
Value ($000) $289 Shares 3,530 Est. Cost $39.99 Unrealized +25.8%
NATIONWIDE GENEVA MID CAP GROW 0.0%
Value ($000) $288 Shares 9,891 Est. Cost $29.52 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $285 Shares 4,427 Est. Cost $47.42 Unrealized +13.1%
ASIA TIGERS(CL END) 0.0%
Value ($000) $276 Shares 24,221 Est. Cost $11.47 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $271 Shares 3,819 Est. Cost $36.89 Unrealized +47.7%
FLPSX FIDELITY LOW-PRICED STOCK 0.0%
Value ($000) $268 Shares 5,311 Est. Cost $45.57 Unrealized
AMGN AMGEN 0.0%
Value ($000) $266 Shares 2,156 Est. Cost $73.34 Unrealized +18.5%
MCD MCDONALDS 0.0%
Value ($000) $254 Shares 2,588 Est. Cost $71.61 Unrealized -1.9%
INDIA FUND 0.0%
Value ($000) $252 Shares 10,918 Est. Cost $19.17 Unrealized
PRA PROASSURANCE GROUP 0.0%
Value ($000) $248 Shares 5,568 Est. Cost $50.07 Unrealized -8.8%
CBS CORP 0.0%
Value ($000) $248 Shares 4,012 Est. Cost $55.08 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $245 Shares 3,323 Est. Cost $30.44 Unrealized -0.3%
NSBRX NUVEEN SANTA BARBARA DIV GWTH 0.0%
Value ($000) $236 Shares 7,005 Est. Cost $30.36 Unrealized
DE DEERE & CO 0.0%
Value ($000) $234 Shares 2,580 Est. Cost $67.46 Unrealized +3.9%
TEMFX TEMPLETON FOREIGN CL A 0.0%
Value ($000) $230 Shares 27,527 Est. Cost $7.12 Unrealized
DODGX DODGE & COX STOCK FUND 0.0%
Value ($000) $228 Shares 1,326 Est. Cost $151.60 Unrealized
FIRSTMERIT CORP 0.0%
Value ($000) $222 Shares 10,667 Est. Cost $20.03 Unrealized
MANULIFE FINANCIAL CORP 0.0%
Value ($000) $222 Shares 11,516 Est. Cost $16.04 Unrealized
FISGX NUVEEN MID CAP GROWTH 0.0%
Value ($000) $222 Shares 4,306 Est. Cost $54.58 Unrealized
ULTRASHORT 20+ Yr Bond (TBT) 0.0%
Value ($000) $221 Shares 3,274 Est. Cost $67.50 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $218 Shares 2,823 Est. Cost $43.41 Unrealized +14.8%
INTEGRYS ENERGY GROUP 0.0%
Value ($000) $218 Shares 3,649 Est. Cost $59.74 Unrealized
BIIB BIOGEN IDEC 0.0%
Value ($000) $211 Shares 691 Est. Cost $317.43 Unrealized 0.0%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $207 Shares 10,135 Est. Cost $12.22 Unrealized +29.0%
RYN RAYONIER INC REIT 0.0%
Value ($000) $201 Shares 4,387 Est. Cost $45.82 Unrealized
FAQIX NUVEEN DIVIDEND VALUE FD CL 1 0.0%
Value ($000) $197 Shares 11,592 Est. Cost $17.25 Unrealized
TFFAX TEMPLETON FOREIGN FD ADV CL 0.0%
Value ($000) $192 Shares 23,282 Est. Cost $7.03 Unrealized
KCDMY KC DE MEXICO 0.0%
Value ($000) $167 Shares 12,368 Est. Cost $16.09 Unrealized
ACIIX AMERICAN CENT EQUITY INCOME 0.0%
Value ($000) $154 Shares 17,393 Est. Cost $8.72 Unrealized
GRAN TIERRA ENERGY 0.0%
Value ($000) $133 Shares 17,750 Est. Cost $6.00 Unrealized
ROYCE GLOBAL VALUE TRUST 0.0%
Value ($000) $130 Shares 14,447 Est. Cost $8.89 Unrealized
NUVEEN INTL SELECT I 0.0%
Value ($000) $123 Shares 11,886 Est. Cost $10.29 Unrealized
AMERICAN RIVER BNKSHRS 0.0%
Value ($000) $121 Shares 13,116 Est. Cost $8.21 Unrealized
BAOB BARABOO BANCORP 0.0%
Value ($000) $117 Shares 61,791 Est. Cost $1.25 Unrealized +15.6%
BPZ RESOURCES 0.0%
Value ($000) $75 Shares 23,500 Est. Cost $1.78 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $60 Shares 15,000 Est. Cost $3.46 Unrealized +10.4%
BIOANALYTICAL SYS INC 0.0%
Value ($000) $50 Shares 20,000 Est. Cost $1.45 Unrealized
HEI INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $0.90 Unrealized
APPLIED DNA SCIENCES 0.0%
Value ($000) $4 Shares 31,250 Est. Cost $0.13 Unrealized
SILVER SPRUCE RESOURCES 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
GAEC GULF ALTERNATIVE ENERGY 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +70.5%
SEARCHGUY 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
BANKUNITED FINANCIAL CORP 0.0%
Value ($000) $0 Shares 12,100 Est. Cost Unrealized
BROADBAND WIRELESS 0.0%
Value ($000) $0 Shares 13,694 Est. Cost Unrealized