NORTH STAR ASSET MANAGEMENT INC Diversified Active

CIK: 0001056559 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 30, 2015

Total Value ($000): $880,121 (100.0% shares, 0.0% debt)

Holdings (271)

HAINX HARBOR INTL FD 2.8%
Value ($000) $24,633 Shares 353,923 Est. Cost $62.49 Unrealized
BOTTOMLINE TECHNOLOGIES 2.3%
Value ($000) $20,036 Shares 720,445 Est. Cost $26.36 Unrealized
KMB KIMBERLY-CLARK 2.2%
Value ($000) $19,098 Shares 180,220 Est. Cost $63.06 Unrealized +20.3%
SWTSX SCHWAB TOTAL STOCK MKT-SEL 1.9%
Value ($000) $16,444 Shares 436,656 Est. Cost $30.20 Unrealized
PRINCIPAL FINL GROUP 1.8%
Value ($000) $15,753 Shares 307,125 Est. Cost $38.63 Unrealized
AAPL APPLE 1.7%
Value ($000) $14,790 Shares 117,920 Est. Cost $17.86 Unrealized +59.9%
TBGVX TWEEDY BRN GLOBAL VALUE 1.6%
Value ($000) $14,409 Shares 544,954 Est. Cost $25.64 Unrealized
VWO VANGUARD EMERGING MKTS ETF 1.6%
Value ($000) $13,834 Shares 338,388 Est. Cost $38.83 Unrealized
ACIW ACI WORLDWIDE 1.4%
Value ($000) $12,697 Shares 516,771 Est. Cost $19.13 Unrealized +22.9%
SCHB SCHWAB US BROAD MKT ETF 1.4%
Value ($000) $12,670 Shares 252,238 Est. Cost $46.13 Unrealized
BEN FRANKLIN RESOURCES 1.4%
Value ($000) $12,511 Shares 255,166 Est. Cost $29.22 Unrealized +7.1%
AMG AFFILIATED MANAGERS 1.4%
Value ($000) $12,316 Shares 56,340 Est. Cost $153.14 Unrealized +40.6%
VTI VANGUARD TTL STK MKT ETF 1.4%
Value ($000) $12,105 Shares 113,109 Est. Cost $83.01 Unrealized
VZ VERIZON COMMUNICATIONS 1.4%
Value ($000) $11,968 Shares 256,764 Est. Cost $26.98 Unrealized +5.0%
ADBE ADOBE SYSTEMS 1.3%
Value ($000) $11,501 Shares 141,958 Est. Cost $44.30 Unrealized +76.1%
ECHO GLOBAL LOGISTICS 1.3%
Value ($000) $11,433 Shares 350,053 Est. Cost $19.12 Unrealized
GLOBAL PAYMENTS 1.3%
Value ($000) $11,095 Shares 107,254 Est. Cost $46.43 Unrealized
EVTC EVERTEC INC 1.2%
Value ($000) $10,377 Shares 488,588 Est. Cost $20.28 Unrealized -2.0%
CA TECHNOLOGIES 1.2%
Value ($000) $10,293 Shares 351,423 Est. Cost $28.77 Unrealized
AKAMAI TECH 1.1%
Value ($000) $9,975 Shares 142,873 Est. Cost $43.67 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $9,860 Shares 103,386 Est. Cost $67.78 Unrealized +21.0%
CTSH COGNIZANT CL A 1.1%
Value ($000) $9,852 Shares 161,273 Est. Cost $37.11 Unrealized +49.9%
PRICE T ROWE GROUP INC 1.1%
Value ($000) $9,819 Shares 126,319 Est. Cost $73.41 Unrealized
V VISA 1.1%
Value ($000) $9,751 Shares 145,211 Est. Cost $55.88 Unrealized +12.6%
FIS FIDELITY NATL INFO 1.1%
Value ($000) $9,537 Shares 154,316 Est. Cost $34.36 Unrealized +55.2%
FISV FISERV 1.1%
Value ($000) $9,449 Shares 114,078 Est. Cost $24.46 Unrealized +64.4%
EFX EQUIFAX 1.1%
Value ($000) $9,337 Shares 96,168 Est. Cost $53.06 Unrealized +66.1%
VERIFONE SYSTEMS 1.0%
Value ($000) $9,226 Shares 271,661 Est. Cost $16.81 Unrealized
WYNDHAM WORLDWIDE 1.0%
Value ($000) $9,178 Shares 112,054 Est. Cost $61.90 Unrealized
DISCOVERY COMM SR C 1.0%
Value ($000) $8,728 Shares 280,841 Est. Cost $33.67 Unrealized
SYK STRYKER CORP 1.0%
Value ($000) $8,546 Shares 89,418 Est. Cost $57.54 Unrealized +45.6%
XLE ENERGY SELECT SECTOR SPDR 1.0%
Value ($000) $8,502 Shares 113,117 Est. Cost $78.30 Unrealized
MSFT MICROSOFT 0.9%
Value ($000) $8,352 Shares 189,169 Est. Cost $26.70 Unrealized +47.1%
ABT ABBOTT LABS 0.9%
Value ($000) $8,243 Shares 167,951 Est. Cost $28.99 Unrealized +35.7%
GENERAL ELECTRIC 0.9%
Value ($000) $8,138 Shares 306,267 Est. Cost $23.19 Unrealized
MBWM MERCANTILE BANK 0.9%
Value ($000) $8,087 Shares 377,708 Est. Cost $10.69 Unrealized +27.9%
AEPFX AMER EUROPACIFIC GRWTH Cl F-2 0.9%
Value ($000) $8,061 Shares 160,045 Est. Cost $42.19 Unrealized
HAE HAEMONETICS CORP 0.9%
Value ($000) $7,977 Shares 192,871 Est. Cost $39.29 Unrealized +7.3%
XILINX 0.9%
Value ($000) $7,811 Shares 176,889 Est. Cost $39.88 Unrealized
PFE PFIZER INCORPORATED 0.9%
Value ($000) $7,789 Shares 232,295 Est. Cost $16.47 Unrealized +26.1%
ROYCE VALUE TRUST(CL END) 0.8%
Value ($000) $7,169 Shares 519,846 Est. Cost $15.10 Unrealized
PM PHILIP MORRIS INT'L 0.8%
Value ($000) $7,105 Shares 88,624 Est. Cost $49.85 Unrealized -3.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $7,103 Shares 85,371 Est. Cost $54.02 Unrealized +0.5%
PERRIGO PLC 0.8%
Value ($000) $6,999 Shares 37,866 Est. Cost $153.00 Unrealized
MDRX ALLSCRIPTS HEALTHCARE 0.8%
Value ($000) $6,909 Shares 505,028 Est. Cost $13.10 Unrealized +3.0%
LOW LOWE'S COMPANIES 0.8%
Value ($000) $6,820 Shares 101,836 Est. Cost $32.16 Unrealized +82.9%
QCOM QUALCOMM 0.8%
Value ($000) $6,757 Shares 107,889 Est. Cost $45.53 Unrealized +10.5%
HOLX HOLOGIC INC 0.8%
Value ($000) $6,624 Shares 174,050 Est. Cost $21.01 Unrealized +66.6%
VEU VANGUARD FTSE WLD EX US ETF 0.7%
Value ($000) $6,558 Shares 135,069 Est. Cost $44.32 Unrealized
YUM YUM BRANDS 0.7%
Value ($000) $6,442 Shares 71,513 Est. Cost $39.71 Unrealized +30.9%
ITW ILLINOIS TOOL 0.7%
Value ($000) $6,368 Shares 69,376 Est. Cost $49.85 Unrealized +48.4%
AES AES CORP 0.7%
Value ($000) $6,275 Shares 473,210 Est. Cost $8.29 Unrealized +9.2%
J.HANCOCK FINL OPP FUND 0.7%
Value ($000) $6,272 Shares 230,573 Est. Cost $21.38 Unrealized
TEMPLETON DRAGON(CL END) 0.7%
Value ($000) $6,223 Shares 250,916 Est. Cost $25.11 Unrealized
CHESAPEAKE ENERGY 0.7%
Value ($000) $6,089 Shares 545,167 Est. Cost $16.70 Unrealized
NEWFIELD EXPLOR 0.7%
Value ($000) $6,063 Shares 167,860 Est. Cost $32.70 Unrealized
PALL 0.6%
Value ($000) $5,636 Shares 45,290 Est. Cost $69.19 Unrealized
SCHE SCHWAB EMERGING MKT ETF 0.6%
Value ($000) $5,426 Shares 220,762 Est. Cost $24.11 Unrealized
GOOGLE CL C 0.6%
Value ($000) $5,402 Shares 10,380 Est. Cost $571.01 Unrealized
HOSPIRA 0.6%
Value ($000) $5,362 Shares 60,443 Est. Cost $40.19 Unrealized
PRECISION CASTPARTS 0.6%
Value ($000) $5,220 Shares 26,116 Est. Cost $208.82 Unrealized
JOHNSON CONTROLS 0.6%
Value ($000) $5,173 Shares 104,433 Est. Cost $35.79 Unrealized
ECL ECOLAB 0.6%
Value ($000) $5,106 Shares 45,158 Est. Cost $79.48 Unrealized +28.7%
EBAY EBAY INC 0.6%
Value ($000) $5,102 Shares 84,690 Est. Cost $20.52 Unrealized +8.2%
TMO THERMO FISHER SCIENTIFIC 0.6%
Value ($000) $4,941 Shares 38,079 Est. Cost $89.65 Unrealized +40.9%
INTU INTUIT 0.6%
Value ($000) $4,917 Shares 48,798 Est. Cost $54.39 Unrealized +72.5%
RPM RPM 0.6%
Value ($000) $4,905 Shares 100,168 Est. Cost $33.94 Unrealized +45.1%
TOWERS WATSON & CO 0.6%
Value ($000) $4,863 Shares 38,660 Est. Cost $130.07 Unrealized
FDX FEDEX CORP 0.5%
Value ($000) $4,804 Shares 28,195 Est. Cost $88.81 Unrealized +67.1%
INTC INTEL CORP 0.5%
Value ($000) $4,692 Shares 154,288 Est. Cost $18.05 Unrealized +39.1%
DHR DANAHER CORP 0.5%
Value ($000) $4,523 Shares 52,847 Est. Cost $25.19 Unrealized +38.4%
JNJ JOHNSON&JOHNSON 0.5%
Value ($000) $4,486 Shares 46,029 Est. Cost $59.66 Unrealized +24.9%
iSHARES CORE MSCI EMG MKTS (ET 0.5%
Value ($000) $4,483 Shares 93,320 Est. Cost $49.35 Unrealized
BRYN MAWR BANK 0.5%
Value ($000) $4,470 Shares 148,204 Est. Cost $29.26 Unrealized
ORCL ORACLE 0.5%
Value ($000) $4,466 Shares 110,822 Est. Cost $28.23 Unrealized +31.0%
ADAMS NATURAL RESOURCES 0.5%
Value ($000) $4,422 Shares 198,004 Est. Cost $23.15 Unrealized
ROYCE MICRO-CAP TR (CL END) 0.5%
Value ($000) $4,299 Shares 466,269 Est. Cost $10.74 Unrealized
EMC CORP 0.5%
Value ($000) $4,250 Shares 161,046 Est. Cost $24.84 Unrealized
PB PROSPERITY BANCSHARES 0.5%
Value ($000) $4,229 Shares 73,232 Est. Cost $39.18 Unrealized +3.1%
EXPRESS SCRIPTS 0.5%
Value ($000) $4,162 Shares 46,792 Est. Cost $68.71 Unrealized
AME AMETEK 0.5%
Value ($000) $4,114 Shares 75,098 Est. Cost $48.02 Unrealized +3.9%
GOOGLE INC 0.5%
Value ($000) $4,040 Shares 7,480 Est. Cost $880.47 Unrealized
IBM IBM 0.4%
Value ($000) $3,946 Shares 24,257 Est. Cost $118.94 Unrealized -13.4%
VRSN VERISIGN INC 0.4%
Value ($000) $3,871 Shares 62,712 Est. Cost $48.54 Unrealized +31.6%
AFL AFLAC 0.4%
Value ($000) $3,867 Shares 62,170 Est. Cost $21.64 Unrealized +13.8%
DUN & BRADSTREET 0.4%
Value ($000) $3,737 Shares 30,635 Est. Cost $99.58 Unrealized
DISCOVER FINANCIAL 0.4%
Value ($000) $3,733 Shares 64,800 Est. Cost $62.88 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $3,720 Shares 32,591 Est. Cost $56.11 Unrealized +78.2%
MS INDIA INVESTMENT (CL END) 0.4%
Value ($000) $3,684 Shares 134,168 Est. Cost $15.44 Unrealized
SEIC SEI INVESTMENTS 0.4%
Value ($000) $3,652 Shares 74,484 Est. Cost $41.23 Unrealized 0.0%
TREEHOUSE FOODS 0.4%
Value ($000) $3,639 Shares 44,912 Est. Cost $81.03 Unrealized
FHI FEDERATED INVESTORS 0.4%
Value ($000) $3,618 Shares 108,038 Est. Cost $14.80 Unrealized +43.1%
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $3,609 Shares 28,957 Est. Cost $91.43 Unrealized +6.9%
NKE NIKE INC CL B 0.4%
Value ($000) $3,607 Shares 33,392 Est. Cost $26.92 Unrealized +66.4%
UNITED TECHNOLOGIES 0.4%
Value ($000) $3,598 Shares 32,431 Est. Cost $92.93 Unrealized
NAVIENT CORP 0.4%
Value ($000) $3,369 Shares 185,007 Est. Cost $17.71 Unrealized
WHITING PETROLEUM 0.4%
Value ($000) $3,348 Shares 99,639 Est. Cost $46.96 Unrealized
WALGREENS BOOTS ALLIANCE 0.4%
Value ($000) $3,272 Shares 38,745 Est. Cost $76.20 Unrealized
MEDTRONIC PLC 0.4%
Value ($000) $3,223 Shares 43,500 Est. Cost $77.99 Unrealized
ALTRIA GROUP 0.4%
Value ($000) $3,211 Shares 65,646 Est. Cost $34.99 Unrealized
SLB SCHLUMBERGER 0.4%
Value ($000) $3,122 Shares 36,223 Est. Cost $53.52 Unrealized +24.8%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $3,059 Shares 111,402 Est. Cost $15.24 Unrealized +35.4%
CABELAS 0.3%
Value ($000) $3,014 Shares 60,308 Est. Cost $62.37 Unrealized
SCHW CHARLES SCHWAB 0.3%
Value ($000) $2,747 Shares 84,129 Est. Cost $17.83 Unrealized +55.7%
VSMGX VANGUARD LIFE STRAGY MD GRTH 0.3%
Value ($000) $2,740 Shares 113,056 Est. Cost $22.06 Unrealized
SPDR GOLD TRUST (COLLECTIBLE) 0.3%
Value ($000) $2,651 Shares 23,592 Est. Cost $119.10 Unrealized
PEP PEPSICO 0.3%
Value ($000) $2,489 Shares 26,663 Est. Cost $56.00 Unrealized +23.8%
KO COCA COLA 0.3%
Value ($000) $2,359 Shares 60,121 Est. Cost $27.85 Unrealized +4.2%
WU WESTERN UNION CO 0.3%
Value ($000) $2,327 Shares 114,464 Est. Cost $17.11 Unrealized
NATIONAL INSTRUMENTS 0.2%
Value ($000) $2,188 Shares 74,275 Est. Cost $28.40 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $2,184 Shares 50,312 Est. Cost $23.91 Unrealized +25.1%
S&P INDEX FUND 0.2%
Value ($000) $2,144 Shares 10,418 Est. Cost $164.35 Unrealized
DU PONT E I DE NEMOURS 0.2%
Value ($000) $2,101 Shares 32,849 Est. Cost $52.50 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $2,016 Shares 25,771 Est. Cost $55.04 Unrealized +8.9%
TXN TEXAS INSTR 0.2%
Value ($000) $1,998 Shares 38,783 Est. Cost $25.31 Unrealized +63.0%
RMD RESMED INC 0.2%
Value ($000) $1,912 Shares 33,933 Est. Cost $55.36 Unrealized 0.0%
SLM SLM CORP 0.2%
Value ($000) $1,868 Shares 189,282 Est. Cost $7.83 Unrealized +29.3%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,790 Shares 43,515 Est. Cost $23.16 Unrealized +33.2%
FAST FASTENAL 0.2%
Value ($000) $1,739 Shares 41,232 Est. Cost $8.84 Unrealized -10.2%
HSIC HENRY SCHEIN 0.2%
Value ($000) $1,725 Shares 12,135 Est. Cost $36.66 Unrealized +50.9%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $1,713 Shares 20,546 Est. Cost $70.08 Unrealized
GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,701 Shares 8,148 Est. Cost $151.30 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.2%
Value ($000) $1,685 Shares 15,422 Est. Cost $67.30 Unrealized +50.8%
SPDR S&P BANK ETF 0.2%
Value ($000) $1,673 Shares 46,140 Est. Cost $28.93 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $1,664 Shares 30,020 Est. Cost $40.02 Unrealized +10.5%
UPS UNITED PARCEL 0.2%
Value ($000) $1,619 Shares 16,705 Est. Cost $55.38 Unrealized +22.3%
SPDR S&P REGIONAL BANK ETF 0.2%
Value ($000) $1,548 Shares 35,060 Est. Cost $34.53 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $1,542 Shares 26,011 Est. Cost $36.25 Unrealized +12.5%
DOT HILL SYSTEMS 0.2%
Value ($000) $1,522 Shares 248,756 Est. Cost $2.19 Unrealized
VPMAX VANGUARD PRIMECAP ADMIRAL 0.2%
Value ($000) $1,412 Shares 13,154 Est. Cost $84.92 Unrealized
UNITED HEALTHCARE 0.2%
Value ($000) $1,411 Shares 11,563 Est. Cost $65.97 Unrealized
MBI MBIA 0.2%
Value ($000) $1,383 Shares 230,087 Est. Cost $5.38 Unrealized -26.8%
ASB ASSOCIATED BANK 0.2%
Value ($000) $1,374 Shares 67,788 Est. Cost $10.30 Unrealized +31.3%
MMM 3M COMPANY 0.2%
Value ($000) $1,366 Shares 8,849 Est. Cost $67.40 Unrealized +40.7%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $1,335 Shares 19,702 Est. Cost $36.74 Unrealized +33.8%
MCK MCKESSON 0.2%
Value ($000) $1,331 Shares 5,920 Est. Cost $101.46 Unrealized +110.0%
JBL JABIL CIRCUIT 0.1%
Value ($000) $1,297 Shares 60,931 Est. Cost $16.85 Unrealized +28.2%
CENTURYLINK INC 0.1%
Value ($000) $1,280 Shares 43,571 Est. Cost $35.15 Unrealized
KRAFT FOODS 0.1%
Value ($000) $1,260 Shares 14,802 Est. Cost $55.87 Unrealized
SCHA SCHWAB US SCAP ETF 0.1%
Value ($000) $1,251 Shares 21,767 Est. Cost $57.47 Unrealized
TEKLA HEALTHCARE 0.1%
Value ($000) $1,247 Shares 35,078 Est. Cost $31.49 Unrealized
HALYARD HEALTH 0.1%
Value ($000) $1,173 Shares 28,971 Est. Cost $45.47 Unrealized
AT&T INC 0.1%
Value ($000) $1,168 Shares 32,890 Est. Cost $35.41 Unrealized
MERCK 0.1%
Value ($000) $1,157 Shares 20,317 Est. Cost $46.44 Unrealized
VARIAN MEDICAL SYSTEMS 0.1%
Value ($000) $1,146 Shares 13,590 Est. Cost $68.57 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $1,102 Shares 11,418 Est. Cost $71.01 Unrealized -6.4%
LINEAR TECH 0.1%
Value ($000) $1,102 Shares 24,915 Est. Cost $36.84 Unrealized
ABBVIE 0.1%
Value ($000) $1,094 Shares 16,276 Est. Cost $41.34 Unrealized
PLXS PLEXUS CORP 0.1%
Value ($000) $1,088 Shares 24,806 Est. Cost $27.78 Unrealized +59.6%
BA BOEING CO 0.1%
Value ($000) $1,069 Shares 7,708 Est. Cost $80.68 Unrealized +59.7%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,060 Shares 18,843 Est. Cost $28.26 Unrealized +46.4%
HD HOME DEPOT 0.1%
Value ($000) $1,057 Shares 9,508 Est. Cost $56.05 Unrealized +55.4%
RALLY SOFTWARE 0.1%
Value ($000) $1,047 Shares 53,815 Est. Cost $14.12 Unrealized
VFIAX VANGUARD 500 INDEX (ADM) 0.1%
Value ($000) $995 Shares 5,226 Est. Cost $148.06 Unrealized
QORVO INC 0.1%
Value ($000) $908 Shares 11,313 Est. Cost $79.74 Unrealized
TIME WARNER 0.1%
Value ($000) $881 Shares 10,080 Est. Cost $57.83 Unrealized
HEWLETT PACKARD 0.1%
Value ($000) $874 Shares 29,119 Est. Cost $24.79 Unrealized
VFINX VANGUARD INDEX 500 0.1%
Value ($000) $854 Shares 4,488 Est. Cost $148.02 Unrealized
AEGFX AMER EUROPACIFIC GRWTH CL F-1 0.1%
Value ($000) $837 Shares 16,687 Est. Cost $41.79 Unrealized
WY WEYERHAEUSER 0.1%
Value ($000) $822 Shares 26,107 Est. Cost $18.81 Unrealized +12.5%
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $784 Shares 10,000 Est. Cost $35.69 Unrealized +68.9%
SCHH SCHWAB US REIT 0.1%
Value ($000) $751 Shares 20,675 Est. Cost $31.96 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $731 Shares 10,991 Est. Cost $28.95 Unrealized +58.9%
VTSAX VANGUARD TTL STK MKT ADM 0.1%
Value ($000) $715 Shares 13,720 Est. Cost $49.56 Unrealized
TFEQX TEMPLETON INSTL FOR EQ 0.1%
Value ($000) $675 Shares 31,863 Est. Cost $19.86 Unrealized
NB REAL ESTATE (CL END) 0.1%
Value ($000) $654 Shares 137,978 Est. Cost $4.80 Unrealized
POWERSHARE INDIA ETF 0.1%
Value ($000) $641 Shares 29,625 Est. Cost $16.69 Unrealized
FIRST MENASHA BANCSHARES 0.1%
Value ($000) $627 Shares 8,720 Est. Cost $56.80 Unrealized
EFA MSCI-EAFE INDEX 0.1%
Value ($000) $603 Shares 9,492 Est. Cost $59.64 Unrealized
COMCAST CORP CL A 0.1%
Value ($000) $597 Shares 9,927 Est. Cost $43.02 Unrealized
ALTERA CORP 0.1%
Value ($000) $589 Shares 11,500 Est. Cost $32.97 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $588 Shares 9,391 Est. Cost $49.55 Unrealized +40.1%
BEMIS 0.1%
Value ($000) $567 Shares 12,588 Est. Cost $39.16 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $561 Shares 15,536 Est. Cost $24.51 Unrealized +15.3%
TEVA TEVA PHARMACEUTICAL 0.1%
Value ($000) $561 Shares 9,495 Est. Cost $39.20 Unrealized
ROYAL DUTCH SHELL 0.1%
Value ($000) $555 Shares 9,729 Est. Cost $63.22 Unrealized
APACHE CORP 0.1%
Value ($000) $542 Shares 9,405 Est. Cost $81.79 Unrealized
MAR MARRIOTT INT'L 0.1%
Value ($000) $539 Shares 7,242 Est. Cost $46.22 Unrealized +54.1%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $524 Shares 4,900 Est. Cost $78.16 Unrealized
PCRX PACIRA PHARMACEUTICALS 0.1%
Value ($000) $523 Shares 7,400 Est. Cost $77.71 Unrealized +1.3%
MBGAF DAIMLER AG 0.1%
Value ($000) $516 Shares 5,611 Est. Cost $30.91 Unrealized +73.2%
KINDER MORGAN 0.1%
Value ($000) $507 Shares 13,207 Est. Cost $39.87 Unrealized
MARATHON OIL 0.1%
Value ($000) $495 Shares 18,646 Est. Cost $34.57 Unrealized
F FORD 0.1%
Value ($000) $489 Shares 32,545 Est. Cost $7.70 Unrealized +13.6%
EZU ISHARES MSCI EMU 0.1%
Value ($000) $476 Shares 12,672 Est. Cost $37.56 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $467 Shares 7,612 Est. Cost $41.56 Unrealized +11.6%
TEKLA LIFE SCIENCE 0.1%
Value ($000) $467 Shares 16,543 Est. Cost $24.87 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $458 Shares 3,371 Est. Cost $117.43 Unrealized +21.5%
ADP AUTOMATIC DATA PROCESSNG 0.1%
Value ($000) $452 Shares 5,631 Est. Cost $45.42 Unrealized +48.8%
VGHCX VANGUARD HEALTH CARE 0.1%
Value ($000) $451 Shares 1,926 Est. Cost $169.16 Unrealized
BK BANK OF NY MELLON 0.1%
Value ($000) $442 Shares 10,524 Est. Cost $21.22 Unrealized +54.0%
GWW GRAINGER WW 0.0%
Value ($000) $426 Shares 1,800 Est. Cost $201.89 Unrealized +1.1%
CHD CHURCH & DWIGHT 0.0%
Value ($000) $423 Shares 5,210 Est. Cost $26.18 Unrealized +39.0%
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $418 Shares 6,395 Est. Cost $44.38 Unrealized +19.4%
WAT WATERS CORP 0.0%
Value ($000) $411 Shares 3,200 Est. Cost $95.76 Unrealized +35.5%
BLACKSTONE GROUP 0.0%
Value ($000) $409 Shares 10,000 Est. Cost $21.10 Unrealized
DCI DONALDSON 0.0%
Value ($000) $401 Shares 11,200 Est. Cost $29.49 Unrealized +3.5%
YAHOO 0.0%
Value ($000) $397 Shares 10,100 Est. Cost $25.15 Unrealized
VANGUARD MID CAP 0.0%
Value ($000) $387 Shares 11,143 Est. Cost $25.95 Unrealized
TIME WARNER CABLE 0.0%
Value ($000) $387 Shares 2,177 Est. Cost $112.63 Unrealized
WEINGARTEN REALTY 0.0%
Value ($000) $382 Shares 11,680 Est. Cost $30.71 Unrealized
GILD GILEAD SCIENCES 0.0%
Value ($000) $377 Shares 3,219 Est. Cost $38.11 Unrealized +99.4%
BP BP PLC 0.0%
Value ($000) $376 Shares 9,406 Est. Cost $41.62 Unrealized
HYG ISHARES IBOXX HIGH YIELD 0.0%
Value ($000) $353 Shares 3,970 Est. Cost $88.92 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $341 Shares 3,143 Est. Cost $108.50 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $338 Shares 7,100 Est. Cost $25.91 Unrealized +21.6%
LEGG MASON 0.0%
Value ($000) $334 Shares 6,478 Est. Cost $31.04 Unrealized
AMGN AMGEN 0.0%
Value ($000) $331 Shares 2,161 Est. Cost $73.34 Unrealized +60.3%
CELEGENE 0.0%
Value ($000) $322 Shares 2,780 Est. Cost $115.83 Unrealized
WEC ENERGY GROUP I 0.0%
Value ($000) $319 Shares 7,088 Est. Cost $49.45 Unrealized
S&P MIDCAP 400 0.0%
Value ($000) $304 Shares 1,113 Est. Cost $264.15 Unrealized
SCHC SCHWAB INT'L SCAP ETF 0.0%
Value ($000) $297 Shares 9,500 Est. Cost $27.05 Unrealized
WISDOM FREE JAPAN 0.0%
Value ($000) $294 Shares 5,140 Est. Cost $57.20 Unrealized
ALLERGAN 0.0%
Value ($000) $294 Shares 969 Est. Cost $303.41 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $293 Shares 3,350 Est. Cost $58.09 Unrealized +33.3%
HUBBELL INC CL B 0.0%
Value ($000) $286 Shares 2,640 Est. Cost $98.86 Unrealized
VTSMX VANGUARD TTL STK MKT INDEX 0.0%
Value ($000) $285 Shares 5,459 Est. Cost $40.22 Unrealized
NATIONWIDE GENEVA MID CAP GROW 0.0%
Value ($000) $281 Shares 9,891 Est. Cost $29.52 Unrealized
BIIB BIOGEN IDEC 0.0%
Value ($000) $280 Shares 691 Est. Cost $317.43 Unrealized +26.4%
IWD RUSSELL 1000 VALUE INDEX FD 0.0%
Value ($000) $275 Shares 2,662 Est. Cost $103.31 Unrealized
TIBAX THORNBURG INV INC A 0.0%
Value ($000) $270 Shares 12,720 Est. Cost $21.93 Unrealized
NSRGY NESTLE 0.0%
Value ($000) $270 Shares 3,735 Est. Cost $66.39 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $264 Shares 3,274 Est. Cost $45.04 Unrealized +19.2%
VIACOM CL B 0.0%
Value ($000) $259 Shares 4,012 Est. Cost $68.04 Unrealized
PRA PROASSURANCE GROUP 0.0%
Value ($000) $257 Shares 5,568 Est. Cost $50.07 Unrealized -9.3%
NCLEX NICHOLAS LTD 0.0%
Value ($000) $256 Shares 9,526 Est. Cost $27.01 Unrealized
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $254 Shares 4,427 Est. Cost $47.42 Unrealized +6.4%
IXYS CORP 0.0%
Value ($000) $252 Shares 16,452 Est. Cost $11.06 Unrealized
DOV DOVER 0.0%
Value ($000) $248 Shares 3,530 Est. Cost $39.99 Unrealized +23.3%
DODGX DODGE & COX STOCK FUND 0.0%
Value ($000) $242 Shares 1,339 Est. Cost $151.60 Unrealized
CENTRAL FD OF CANADA 0.0%
Value ($000) $237 Shares 20,350 Est. Cost $13.36 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $237 Shares 2,398 Est. Cost $98.83 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $232 Shares 3,323 Est. Cost $30.44 Unrealized +3.4%
SIGMA-ALDRICH 0.0%
Value ($000) $230 Shares 1,652 Est. Cost $138.28 Unrealized
TEMFX TEMPLETON FOREIGN CL A 0.0%
Value ($000) $228 Shares 31,208 Est. Cost $7.18 Unrealized
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $227 Shares 4,000 Est. Cost $40.50 Unrealized +18.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $223 Shares 1,286 Est. Cost $171.73 Unrealized +9.4%
CBS CORP 0.0%
Value ($000) $223 Shares 4,012 Est. Cost $55.08 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $222 Shares 2,660 Est. Cost $55.19 Unrealized +14.5%
FIRSTMERIT CORP 0.0%
Value ($000) $220 Shares 10,557 Est. Cost $20.03 Unrealized
FLPSX FIDELITY LOW-PRICED STOCK 0.0%
Value ($000) $216 Shares 4,124 Est. Cost $45.57 Unrealized
MARATHON PETROLEUM CORP 0.0%
Value ($000) $215 Shares 4,112 Est. Cost $77.46 Unrealized
NSBRX NUVEEN SANTA BARBARA DIV GWTH 0.0%
Value ($000) $211 Shares 5,925 Est. Cost $30.36 Unrealized
MANULIFE FINANCIAL CORP 0.0%
Value ($000) $208 Shares 11,166 Est. Cost $16.04 Unrealized
FADIX FIDELITY ADV DIV INT.L CL T 0.0%
Value ($000) $206 Shares 9,945 Est. Cost $20.21 Unrealized
1/100 BERKSHIRE HTWY CL 100 0.0%
Value ($000) $205 Shares 100 Est. Cost $2070.00 Unrealized
MKC MCCORMICK 0.0%
Value ($000) $203 Shares 2,510 Est. Cost $28.19 Unrealized +12.8%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $192 Shares 10,000 Est. Cost $12.22 Unrealized +47.5%
FAQIX NUVEEN DIVIDEND VALUE FD CL 1 0.0%
Value ($000) $189 Shares 11,592 Est. Cost $17.25 Unrealized
IBCP INDEPENDENT BANK CORP/MI 0.0%
Value ($000) $171 Shares 12,583 Est. Cost $4.79 Unrealized +93.7%
WAUSAU PAPER 0.0%
Value ($000) $147 Shares 15,962 Est. Cost $7.97 Unrealized
WSBF WATERSTONE FINANCIAL 0.0%
Value ($000) $145 Shares 11,000 Est. Cost $10.47 Unrealized +24.0%
BAOB BARABOO BANCORP 0.0%
Value ($000) $140 Shares 81,386 Est. Cost $1.32 Unrealized +20.0%
SVAIX FEDERATED STRAT VAL DVD 0.0%
Value ($000) $135 Shares 23,243 Est. Cost $5.89 Unrealized
ASIA TIGERS(CL END) 0.0%
Value ($000) $132 Shares 11,945 Est. Cost $11.47 Unrealized
KCDMY KC DE MEXICO 0.0%
Value ($000) $130 Shares 12,000 Est. Cost $16.09 Unrealized
FKINX FRANKLIN INCOME 0.0%
Value ($000) $129 Shares 55,530 Est. Cost $2.57 Unrealized
AMERICAN RIVER BNKSHRS 0.0%
Value ($000) $98 Shares 10,496 Est. Cost $8.21 Unrealized
ACIIX AMERICAN CENT EQUITY INCOME 0.0%
Value ($000) $96 Shares 11,215 Est. Cost $8.72 Unrealized
TFFAX TEMPLETON FOREIGN FD ADV CL 0.0%
Value ($000) $76 Shares 10,480 Est. Cost $7.03 Unrealized
BIOANALYTICAL SYS INC 0.0%
Value ($000) $40 Shares 20,000 Est. Cost $1.45 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $36 Shares 15,000 Est. Cost $3.46 Unrealized -30.0%
MCW ENERGY 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $0.45 Unrealized
STAVIA FIRST CORP 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.36 Unrealized
BPZ RESOURCES-BANKRUPT 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $1.78 Unrealized
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
ERHC ENERGY 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.05 Unrealized
GAEC GULF ALTERNATIVE ENERGY 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +207.9%
HEI INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.90 Unrealized