NORTH STAR ASSET MANAGEMENT INC Diversified Active

CIK: 0001056559 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 29, 2016

Total Value ($000): $857,878 (100.0% shares, 0.0% debt)

Holdings (248)

KMB KIMBERLY-CLARK 2.9%
Value ($000) $24,574 Shares 178,743 Est. Cost $63.30 Unrealized +48.4%
HAINX HARBOR INTL FD 2.5%
Value ($000) $21,247 Shares 361,655 Est. Cost $62.44 Unrealized
BOTTOMLINE TECHNOLOGIES 2.4%
Value ($000) $20,628 Shares 958,120 Est. Cost $25.53 Unrealized
SCHB SCHWAB US BROAD MKT ETF 1.8%
Value ($000) $15,785 Shares 313,824 Est. Cost $46.71 Unrealized
SWTSX SCHWAB TOTAL STOCK MKT-SEL 1.8%
Value ($000) $15,391 Shares 411,629 Est. Cost $30.20 Unrealized
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $15,030 Shares 269,158 Est. Cost $26.98 Unrealized +16.7%
PRINCIPAL FINL GROUP 1.7%
Value ($000) $14,429 Shares 350,983 Est. Cost $39.00 Unrealized
GLOBAL PAYMENTS 1.6%
Value ($000) $13,707 Shares 192,039 Est. Cost $54.79 Unrealized
ACIW ACI WORLDWIDE 1.6%
Value ($000) $13,655 Shares 699,908 Est. Cost $19.43 Unrealized +4.5%
TBGVX TWEEDY BRN GLOBAL VALUE 1.5%
Value ($000) $13,251 Shares 539,530 Est. Cost $25.60 Unrealized
ADBE ADOBE SYSTEMS 1.5%
Value ($000) $12,851 Shares 134,165 Est. Cost $44.30 Unrealized +116.8%
VTI VANGUARD TTL STK MKT ETF 1.4%
Value ($000) $12,342 Shares 115,179 Est. Cost $83.67 Unrealized
WYNDHAM WORLDWIDE 1.4%
Value ($000) $12,055 Shares 169,245 Est. Cost $65.77 Unrealized
AAPL APPLE 1.4%
Value ($000) $11,996 Shares 125,480 Est. Cost $18.21 Unrealized +24.2%
CA TECHNOLOGIES 1.4%
Value ($000) $11,820 Shares 360,043 Est. Cost $28.74 Unrealized
EFX EQUIFAX 1.4%
Value ($000) $11,816 Shares 92,024 Est. Cost $53.63 Unrealized +106.3%
EVTC EVERTEC INC 1.4%
Value ($000) $11,649 Shares 749,596 Est. Cost $17.97 Unrealized -25.4%
AMG AFFILIATED MANAGERS 1.3%
Value ($000) $11,150 Shares 79,211 Est. Cost $151.52 Unrealized +4.6%
FISV FISERV 1.3%
Value ($000) $11,134 Shares 102,399 Est. Cost $24.46 Unrealized +110.5%
FIS FIDELITY NATL INFO 1.2%
Value ($000) $10,544 Shares 143,101 Est. Cost $34.36 Unrealized +73.2%
SYK STRYKER CORP 1.2%
Value ($000) $10,520 Shares 87,790 Est. Cost $58.73 Unrealized +70.8%
PERRIGO PLC 1.2%
Value ($000) $10,507 Shares 115,882 Est. Cost $125.19 Unrealized
V VISA 1.2%
Value ($000) $10,480 Shares 141,303 Est. Cost $55.88 Unrealized +31.0%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $10,186 Shares 116,741 Est. Cost $67.83 Unrealized +0.6%
AKAMAI TECH 1.2%
Value ($000) $10,180 Shares 182,013 Est. Cost $46.35 Unrealized
PRICE T ROWE GROUP INC 1.2%
Value ($000) $10,086 Shares 138,223 Est. Cost $73.17 Unrealized
GENERAL ELECTRIC 1.2%
Value ($000) $10,084 Shares 320,328 Est. Cost $23.26 Unrealized
VWO VANGUARD EMERGING MKTS ETF 1.2%
Value ($000) $9,986 Shares 283,452 Est. Cost $38.83 Unrealized
AES AES CORP 1.2%
Value ($000) $9,874 Shares 791,219 Est. Cost $7.77 Unrealized +1.7%
MSFT MICROSOFT 1.1%
Value ($000) $9,474 Shares 185,152 Est. Cost $26.70 Unrealized +72.2%
CTSH COGNIZANT CL A 1.1%
Value ($000) $9,241 Shares 161,436 Est. Cost $37.11 Unrealized +44.3%
ECHO GLOBAL LOGISTICS 1.1%
Value ($000) $9,176 Shares 409,275 Est. Cost $19.30 Unrealized
MBWM MERCANTILE BANK 1.1%
Value ($000) $9,103 Shares 381,508 Est. Cost $10.83 Unrealized +51.5%
ABT ABBOTT LABS 1.0%
Value ($000) $8,873 Shares 225,698 Est. Cost $30.49 Unrealized +9.4%
PFE PFIZER INCORPORATED 1.0%
Value ($000) $8,804 Shares 250,036 Est. Cost $16.78 Unrealized +25.5%
XLE ENERGY SELECT SECTOR SPDR 1.0%
Value ($000) $8,281 Shares 121,344 Est. Cost $76.64 Unrealized
PM PHILIP MORRIS INT'L 1.0%
Value ($000) $8,215 Shares 80,763 Est. Cost $49.85 Unrealized +23.2%
DISCOVERY COMM SR C 1.0%
Value ($000) $8,150 Shares 341,702 Est. Cost $31.95 Unrealized
RPM RPM 0.9%
Value ($000) $7,884 Shares 157,830 Est. Cost $37.82 Unrealized +32.5%
LOW LOWE'S COMPANIES 0.9%
Value ($000) $7,852 Shares 99,181 Est. Cost $32.60 Unrealized +98.8%
ALPHABET INC CL C 0.9%
Value ($000) $7,481 Shares 10,810 Est. Cost $757.85 Unrealized
XOM EXXON MOBIL CORP 0.9%
Value ($000) $7,478 Shares 79,777 Est. Cost $54.02 Unrealized +7.1%
AEPFX AMER EUROPACIFIC GRWTH Cl F-2 0.8%
Value ($000) $7,088 Shares 160,949 Est. Cost $42.19 Unrealized
ECL ECOLAB 0.8%
Value ($000) $7,017 Shares 59,166 Est. Cost $84.25 Unrealized +24.5%
VERIFONE SYSTEMS 0.8%
Value ($000) $6,965 Shares 375,693 Est. Cost $18.63 Unrealized
MDRX ALLSCRIPTS HEALTHCARE 0.8%
Value ($000) $6,943 Shares 546,718 Est. Cost $13.11 Unrealized +1.2%
SCHW CHARLES SCHWAB 0.8%
Value ($000) $6,929 Shares 273,796 Est. Cost $21.76 Unrealized +15.7%
INTU INTUIT 0.8%
Value ($000) $6,879 Shares 61,635 Est. Cost $61.80 Unrealized +57.4%
BRYN MAWR BANK 0.8%
Value ($000) $6,800 Shares 232,896 Est. Cost $28.66 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.8%
Value ($000) $6,766 Shares 45,792 Est. Cost $95.69 Unrealized +50.1%
YUM YUM BRANDS 0.8%
Value ($000) $6,673 Shares 80,469 Est. Cost $40.33 Unrealized +22.6%
SEIC SEI INVESTMENTS 0.8%
Value ($000) $6,661 Shares 138,462 Est. Cost $40.82 Unrealized +4.4%
ITW ILLINOIS TOOL 0.8%
Value ($000) $6,517 Shares 62,566 Est. Cost $49.85 Unrealized +67.1%
TREEHOUSE FOODS 0.8%
Value ($000) $6,450 Shares 62,831 Est. Cost $80.81 Unrealized
HAE HAEMONETICS CORP 0.7%
Value ($000) $6,408 Shares 221,050 Est. Cost $38.48 Unrealized -21.4%
iSHARES CORE MSCI EMG MKTS (ET 0.7%
Value ($000) $6,335 Shares 151,404 Est. Cost $45.67 Unrealized
AME AMETEK 0.7%
Value ($000) $6,309 Shares 136,472 Est. Cost $47.86 Unrealized -5.8%
XILINX 0.7%
Value ($000) $6,208 Shares 134,567 Est. Cost $39.88 Unrealized
QCOM QUALCOMM 0.7%
Value ($000) $6,004 Shares 112,094 Est. Cost $45.45 Unrealized -11.4%
PAYPAL HOLDINGS 0.7%
Value ($000) $5,812 Shares 159,194 Est. Cost $33.50 Unrealized
HOLX HOLOGIC INC 0.7%
Value ($000) $5,797 Shares 167,551 Est. Cost $21.01 Unrealized +64.8%
VEU VANGUARD FTSE WLD EX US ETF 0.6%
Value ($000) $5,500 Shares 128,345 Est. Cost $44.32 Unrealized
JNJ JOHNSON&JOHNSON 0.6%
Value ($000) $5,304 Shares 43,723 Est. Cost $59.85 Unrealized +45.4%
INTC INTEL CORP 0.6%
Value ($000) $5,157 Shares 157,197 Est. Cost $18.43 Unrealized +36.3%
NETSCOUT SYSTEMS 0.6%
Value ($000) $5,141 Shares 231,075 Est. Cost $30.48 Unrealized
NAVIENT CORP 0.6%
Value ($000) $5,135 Shares 429,713 Est. Cost $14.24 Unrealized
ALPHABET INC CL A 0.6%
Value ($000) $5,045 Shares 7,171 Est. Cost $778.04 Unrealized
J.HANCOCK FINL OPP FUND 0.6%
Value ($000) $5,028 Shares 196,102 Est. Cost $21.38 Unrealized
FDX FEDEX CORP 0.6%
Value ($000) $5,006 Shares 32,986 Est. Cost $96.02 Unrealized +45.0%
SCHE SCHWAB EMERGING MKT ETF 0.6%
Value ($000) $4,977 Shares 233,774 Est. Cost $23.36 Unrealized
EXPRESS SCRIPTS 0.6%
Value ($000) $4,861 Shares 64,123 Est. Cost $69.66 Unrealized
SS&C TECHNOLOGIES 0.5%
Value ($000) $4,551 Shares 162,074 Est. Cost $28.08 Unrealized
BEN FRANKLIN RESOURCES 0.5%
Value ($000) $4,537 Shares 135,964 Est. Cost $29.14 Unrealized -22.7%
AFL AFLAC 0.5%
Value ($000) $4,527 Shares 62,732 Est. Cost $21.83 Unrealized +24.9%
PB PROSPERITY BANCSHARES 0.5%
Value ($000) $4,449 Shares 87,252 Est. Cost $38.82 Unrealized -1.6%
ORCL ORACLE 0.5%
Value ($000) $4,163 Shares 101,717 Est. Cost $28.46 Unrealized +21.5%
ALTRIA GROUP 0.5%
Value ($000) $4,150 Shares 60,186 Est. Cost $34.99 Unrealized
ADAMS NATURAL RESOURCES 0.5%
Value ($000) $3,998 Shares 198,785 Est. Cost $21.99 Unrealized
NEWFIELD EXPLOR 0.5%
Value ($000) $3,962 Shares 89,680 Est. Cost $32.70 Unrealized
ROK ROCKWELL AUTOMATION 0.4%
Value ($000) $3,776 Shares 32,882 Est. Cost $91.32 Unrealized +4.5%
VRSN VERISIGN INC 0.4%
Value ($000) $3,686 Shares 42,639 Est. Cost $49.04 Unrealized +74.3%
DISCOVER FINANCIAL 0.4%
Value ($000) $3,530 Shares 65,865 Est. Cost $61.56 Unrealized
MS INDIA INVESTMENT (CL END) 0.4%
Value ($000) $3,482 Shares 130,546 Est. Cost $15.61 Unrealized
SCHA SCHWAB US SCAP ETF 0.4%
Value ($000) $3,399 Shares 62,911 Est. Cost $53.59 Unrealized
TEMPLETON DRAGON(CL END) 0.4%
Value ($000) $3,376 Shares 194,882 Est. Cost $24.81 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $3,190 Shares 32,611 Est. Cost $56.11 Unrealized +64.3%
VSMGX VANGUARD LIFE STRAGY MD GRTH 0.4%
Value ($000) $3,175 Shares 134,092 Est. Cost $22.28 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $3,172 Shares 57,473 Est. Cost $40.64 Unrealized +23.8%
PANHANDLE OIL & GAS 0.4%
Value ($000) $3,090 Shares 185,348 Est. Cost $16.28 Unrealized
RMD RESMED INC 0.3%
Value ($000) $2,937 Shares 46,446 Est. Cost $53.71 Unrealized -1.7%
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $2,905 Shares 34,892 Est. Cost $76.20 Unrealized
CSCO CISCO SYSTEMS 0.3%
Value ($000) $2,901 Shares 101,112 Est. Cost $15.24 Unrealized +36.9%
KO COCA COLA 0.3%
Value ($000) $2,897 Shares 63,905 Est. Cost $28.13 Unrealized +18.4%
SLB SCHLUMBERGER 0.3%
Value ($000) $2,746 Shares 34,722 Est. Cost $53.62 Unrealized +8.6%
IBM IBM 0.3%
Value ($000) $2,654 Shares 17,489 Est. Cost $118.94 Unrealized -20.0%
FHI FEDERATED INVESTORS 0.3%
Value ($000) $2,584 Shares 89,790 Est. Cost $15.00 Unrealized +29.5%
SPDR GOLD TRUST (COLLECTIBLE) 0.3%
Value ($000) $2,458 Shares 19,437 Est. Cost $119.10 Unrealized
PEP PEPSICO 0.3%
Value ($000) $2,389 Shares 22,551 Est. Cost $56.19 Unrealized +37.2%
UNITED TECHNOLOGIES 0.3%
Value ($000) $2,377 Shares 23,176 Est. Cost $92.93 Unrealized
TXN TEXAS INSTR 0.3%
Value ($000) $2,313 Shares 36,916 Est. Cost $25.31 Unrealized +80.4%
S&P INDEX FUND 0.2%
Value ($000) $2,139 Shares 10,213 Est. Cost $164.35 Unrealized
WU WESTERN UNION CO 0.2%
Value ($000) $2,128 Shares 110,942 Est. Cost $17.11 Unrealized
CHESAPEAKE ENERGY 0.2%
Value ($000) $2,060 Shares 481,258 Est. Cost $14.35 Unrealized
HSIC HENRY SCHEIN 0.2%
Value ($000) $2,035 Shares 11,510 Est. Cost $36.66 Unrealized +84.4%
PG PROCTER & GAMBLE 0.2%
Value ($000) $2,004 Shares 23,674 Est. Cost $55.04 Unrealized +15.1%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,994 Shares 43,809 Est. Cost $23.35 Unrealized +49.2%
USB US BANCORP DEL 0.2%
Value ($000) $1,911 Shares 47,387 Est. Cost $24.10 Unrealized +21.1%
ROYCE VALUE TRUST(CL END) 0.2%
Value ($000) $1,903 Shares 161,678 Est. Cost $15.10 Unrealized
FAST FASTENAL 0.2%
Value ($000) $1,824 Shares 41,102 Est. Cost $8.84 Unrealized +0.3%
DHR DANAHER CORP 0.2%
Value ($000) $1,780 Shares 17,619 Est. Cost $25.43 Unrealized +57.6%
WHITING PETROLEUM 0.2%
Value ($000) $1,615 Shares 174,469 Est. Cost $29.89 Unrealized
UPS UNITED PARCEL 0.2%
Value ($000) $1,599 Shares 14,840 Est. Cost $55.84 Unrealized +30.9%
JOHNSON CONTROLS 0.2%
Value ($000) $1,591 Shares 35,953 Est. Cost $35.79 Unrealized
UNITED HEALTHCARE 0.2%
Value ($000) $1,586 Shares 11,233 Est. Cost $65.97 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.2%
Value ($000) $1,577 Shares 13,097 Est. Cost $67.30 Unrealized +55.4%
MEDTRONIC PLC 0.2%
Value ($000) $1,512 Shares 17,430 Est. Cost $77.99 Unrealized
EMR EMERSON ELECTRIC 0.2%
Value ($000) $1,454 Shares 27,884 Est. Cost $39.97 Unrealized +3.9%
MMM 3M COMPANY 0.2%
Value ($000) $1,445 Shares 8,254 Est. Cost $67.40 Unrealized +52.0%
VTV VANGUARD VALUE ETF 0.2%
Value ($000) $1,339 Shares 15,750 Est. Cost $70.08 Unrealized
VPMAX VANGUARD PRIMECAP ADMIRAL 0.2%
Value ($000) $1,336 Shares 13,154 Est. Cost $84.92 Unrealized
KHC KRAFT HEINZ FOODS 0.1%
Value ($000) $1,280 Shares 14,471 Est. Cost $47.83 Unrealized +12.0%
AT&T INC 0.1%
Value ($000) $1,256 Shares 29,064 Est. Cost $35.47 Unrealized
SPDR S&P REGIONAL BANK ETF 0.1%
Value ($000) $1,222 Shares 31,835 Est. Cost $34.53 Unrealized
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $1,204 Shares 19,377 Est. Cost $37.01 Unrealized +30.6%
ASB ASSOCIATED BANK 0.1%
Value ($000) $1,193 Shares 69,564 Est. Cost $10.45 Unrealized +21.9%
CVX CHEVRON CORP 0.1%
Value ($000) $1,180 Shares 11,252 Est. Cost $68.98 Unrealized -3.2%
HD HOME DEPOT 0.1%
Value ($000) $1,162 Shares 9,103 Est. Cost $56.05 Unrealized +87.3%
DU PONT E I DE NEMOURS 0.1%
Value ($000) $1,145 Shares 17,674 Est. Cost $52.50 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $1,136 Shares 17,923 Est. Cost $36.25 Unrealized +18.7%
SPDR S&P BANK ETF 0.1%
Value ($000) $1,127 Shares 36,975 Est. Cost $28.93 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,126 Shares 23,793 Est. Cost $30.29 Unrealized +22.9%
MERCK 0.1%
Value ($000) $1,115 Shares 19,350 Est. Cost $46.44 Unrealized
ABBVIE 0.1%
Value ($000) $1,114 Shares 17,986 Est. Cost $42.52 Unrealized
MCK MCKESSON 0.1%
Value ($000) $1,105 Shares 5,920 Est. Cost $101.46 Unrealized +60.3%
VARIAN MEDICAL SYSTEMS 0.1%
Value ($000) $1,086 Shares 13,205 Est. Cost $68.90 Unrealized
BEMIS 0.1%
Value ($000) $1,078 Shares 20,928 Est. Cost $39.86 Unrealized
MBI MBIA 0.1%
Value ($000) $1,033 Shares 151,296 Est. Cost $5.38 Unrealized -39.8%
LINEAR TECH 0.1%
Value ($000) $1,016 Shares 21,832 Est. Cost $36.84 Unrealized
WILLIS TOWERS WATSON 0.1%
Value ($000) $1,009 Shares 8,112 Est. Cost $118.66 Unrealized
BA BOEING CO 0.1%
Value ($000) $979 Shares 7,535 Est. Cost $80.68 Unrealized +46.9%
VFIAX VANGUARD 500 INDEX (ADM) 0.1%
Value ($000) $968 Shares 4,997 Est. Cost $148.06 Unrealized
ALIBABA 0.1%
Value ($000) $953 Shares 11,988 Est. Cost $79.50 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $947 Shares 12,873 Est. Cost $31.92 Unrealized +58.2%
PLXS PLEXUS CORP 0.1%
Value ($000) $943 Shares 21,831 Est. Cost $27.95 Unrealized +50.8%
HALYARD HEALTH 0.1%
Value ($000) $925 Shares 28,429 Est. Cost $45.47 Unrealized
WY WEYERHAEUSER 0.1%
Value ($000) $868 Shares 29,147 Est. Cost $18.74 Unrealized +12.6%
KSS KOHLS CORP 0.1%
Value ($000) $830 Shares 21,861 Est. Cost $39.74 Unrealized 0.0%
VFINX VANGUARD INDEX 500 0.1%
Value ($000) $783 Shares 4,042 Est. Cost $148.02 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $770 Shares 15,166 Est. Cost $24.51 Unrealized +53.7%
SCHH SCHWAB US REIT 0.1%
Value ($000) $757 Shares 17,425 Est. Cost $31.96 Unrealized
TEKLA HEALTHCARE 0.1%
Value ($000) $753 Shares 32,120 Est. Cost $31.49 Unrealized
NB REAL ESTATE (CL END) 0.1%
Value ($000) $743 Shares 130,897 Est. Cost $4.80 Unrealized
ROYCE MICRO-CAP TR (CL END) 0.1%
Value ($000) $739 Shares 100,683 Est. Cost $10.74 Unrealized
TIME WARNER 0.1%
Value ($000) $736 Shares 10,018 Est. Cost $57.83 Unrealized
GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $735 Shares 4,945 Est. Cost $151.30 Unrealized
VTSAX VANGUARD TTL STK MKT ADM 0.1%
Value ($000) $716 Shares 13,720 Est. Cost $49.56 Unrealized
EFA MSCI-EAFE INDEX 0.1%
Value ($000) $706 Shares 12,645 Est. Cost $59.25 Unrealized
JBL JABIL CIRCUIT 0.1%
Value ($000) $704 Shares 38,126 Est. Cost $16.85 Unrealized +0.5%
CABELAS 0.1%
Value ($000) $677 Shares 13,530 Est. Cost $62.37 Unrealized
COMCAST CORP CL A 0.1%
Value ($000) $642 Shares 9,855 Est. Cost $43.15 Unrealized
AEGFX AMER EUROPACIFIC GRWTH CL F-1 0.1%
Value ($000) $634 Shares 14,440 Est. Cost $41.91 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $605 Shares 20,844 Est. Cost $35.04 Unrealized
QORVO INC 0.1%
Value ($000) $591 Shares 10,698 Est. Cost $79.74 Unrealized
TFEQX TEMPLETON INSTL FOR EQ 0.1%
Value ($000) $545 Shares 30,575 Est. Cost $19.85 Unrealized
DUN & BRADSTREET 0.1%
Value ($000) $535 Shares 4,395 Est. Cost $99.58 Unrealized
MAR MARRIOTT INT'L 0.1%
Value ($000) $515 Shares 7,742 Est. Cost $47.08 Unrealized +30.2%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $511 Shares 4,760 Est. Cost $78.16 Unrealized
ADP AUTOMATIC DATA PROCESSNG 0.1%
Value ($000) $509 Shares 5,536 Est. Cost $45.78 Unrealized +56.8%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $508 Shares 6,942 Est. Cost $45.05 Unrealized +26.3%
POWERSHARE INDIA ETF 0.1%
Value ($000) $490 Shares 25,075 Est. Cost $16.69 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $473 Shares 10,000 Est. Cost $35.69 Unrealized -19.8%
CHD CHURCH & DWIGHT 0.1%
Value ($000) $454 Shares 4,410 Est. Cost $26.18 Unrealized +62.6%
SLM SLM CORP 0.1%
Value ($000) $454 Shares 73,508 Est. Cost $7.83 Unrealized -16.7%
WAT WATERS CORP 0.1%
Value ($000) $450 Shares 3,200 Est. Cost $95.76 Unrealized +41.3%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $449 Shares 3,102 Est. Cost $118.14 Unrealized +21.0%
VGHCX VANGUARD HEALTH CARE 0.1%
Value ($000) $434 Shares 2,103 Est. Cost $173.91 Unrealized
F FORD 0.0%
Value ($000) $415 Shares 33,035 Est. Cost $7.70 Unrealized +3.0%
GWW GRAINGER WW 0.0%
Value ($000) $409 Shares 1,800 Est. Cost $201.46 Unrealized -2.6%
DCI DONALDSON 0.0%
Value ($000) $404 Shares 11,750 Est. Cost $28.83 Unrealized -0.9%
BK BANK OF NY MELLON 0.0%
Value ($000) $399 Shares 10,274 Est. Cost $21.22 Unrealized +46.2%
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $396 Shares 7,885 Est. Cost $39.20 Unrealized
NATIONAL INSTRUMENTS 0.0%
Value ($000) $392 Shares 14,317 Est. Cost $28.41 Unrealized
YAHOO 0.0%
Value ($000) $387 Shares 10,300 Est. Cost $25.37 Unrealized
WEC ENERGY GROUP I 0.0%
Value ($000) $385 Shares 5,902 Est. Cost $49.45 Unrealized
VIMSX VANGUARD MID CAP 0.0%
Value ($000) $376 Shares 11,143 Est. Cost $33.74 Unrealized
CENTRAL FD OF CANADA 0.0%
Value ($000) $364 Shares 26,155 Est. Cost $12.61 Unrealized
HEWLETT PACKARD 0.0%
Value ($000) $359 Shares 28,619 Est. Cost $24.79 Unrealized
WEINGARTEN REALTY 0.0%
Value ($000) $355 Shares 8,700 Est. Cost $30.71 Unrealized
AMZN AMAZON.COM 0.0%
Value ($000) $339 Shares 475 Est. Cost $30.79 Unrealized +9.9%
MBGAF DAIMLER AG 0.0%
Value ($000) $337 Shares 5,611 Est. Cost $30.91 Unrealized +29.4%
EBAY EBAY INC 0.0%
Value ($000) $332 Shares 14,190 Est. Cost $20.52 Unrealized +4.7%
S&P MIDCAP 400 0.0%
Value ($000) $322 Shares 1,183 Est. Cost $264.63 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $318 Shares 7,284 Est. Cost $41.56 Unrealized -21.1%
GILD GILEAD SCIENCES 0.0%
Value ($000) $305 Shares 3,651 Est. Cost $41.10 Unrealized +52.7%
IP INTERNATIONAL PAPER 0.0%
Value ($000) $297 Shares 7,000 Est. Cost $25.91 Unrealized +1.5%
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $292 Shares 4,427 Est. Cost $47.42 Unrealized +29.2%
AMGN AMGEN 0.0%
Value ($000) $286 Shares 1,881 Est. Cost $75.65 Unrealized +54.2%
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $285 Shares 3,350 Est. Cost $58.09 Unrealized +20.0%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $274 Shares 4,000 Est. Cost $40.50 Unrealized +35.0%
SCHC SCHWAB INT'L SCAP ETF 0.0%
Value ($000) $274 Shares 9,500 Est. Cost $27.05 Unrealized
TEKLA LIFE SCIENCE 0.0%
Value ($000) $267 Shares 15,527 Est. Cost $24.87 Unrealized
ROYAL DUTCH SHELL 0.0%
Value ($000) $264 Shares 4,776 Est. Cost $62.65 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $264 Shares 14,110 Est. Cost $17.85 Unrealized -38.9%
MCD MCDONALDS 0.0%
Value ($000) $264 Shares 2,190 Est. Cost $76.64 Unrealized +29.4%
PRA PROASSURANCE GROUP 0.0%
Value ($000) $261 Shares 4,870 Est. Cost $50.07 Unrealized +0.1%
APACHE CORP 0.0%
Value ($000) $261 Shares 4,695 Est. Cost $81.79 Unrealized
BP BP PLC 0.0%
Value ($000) $258 Shares 7,279 Est. Cost $41.62 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $257 Shares 3,244 Est. Cost $45.04 Unrealized +25.9%
NSRGY NESTLE 0.0%
Value ($000) $255 Shares 3,301 Est. Cost $66.84 Unrealized
PCRX PACIRA PHARMACEUTICALS 0.0%
Value ($000) $250 Shares 7,400 Est. Cost $77.71 Unrealized -36.8%
ALLERGAN 0.0%
Value ($000) $247 Shares 1,069 Est. Cost $270.74 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $245 Shares 10,000 Est. Cost $21.10 Unrealized
DOV DOVER 0.0%
Value ($000) $245 Shares 3,530 Est. Cost $39.99 Unrealized +14.6%
NATIONWIDE GENEVA MID CAP GROW 0.0%
Value ($000) $244 Shares 9,891 Est. Cost $29.52 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $240 Shares 10,000 Est. Cost $12.22 Unrealized +61.9%
FIRST MENASHA BANCSHARES 0.0%
Value ($000) $233 Shares 3,020 Est. Cost $56.80 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $225 Shares 2,860 Est. Cost $64.09 Unrealized 0.0%
VTSMX VANGUARD TTL STK MKT INDEX 0.0%
Value ($000) $223 Shares 4,261 Est. Cost $40.22 Unrealized
CBS CORP 0.0%
Value ($000) $218 Shares 4,012 Est. Cost $55.08 Unrealized
1/100 BERKSHIRE HTWY CL 100 0.0%
Value ($000) $217 Shares 100 Est. Cost $2130.00 Unrealized
DODGX DODGE & COX STOCK FUND 0.0%
Value ($000) $217 Shares 1,364 Est. Cost $151.92 Unrealized
VNQ VANGUARD REIT 0.0%
Value ($000) $210 Shares 2,363 Est. Cost $88.87 Unrealized
SJM J.M. SMUCKERS NEW 0.0%
Value ($000) $210 Shares 1,376 Est. Cost $88.14 Unrealized +12.5%
FIRSTMERIT CORP 0.0%
Value ($000) $207 Shares 10,197 Est. Cost $20.03 Unrealized
TEMFX TEMPLETON FOREIGN CL A 0.0%
Value ($000) $205 Shares 32,079 Est. Cost $7.15 Unrealized
NSBRX NUVEEN SANTA BARBARA DIV GWTH 0.0%
Value ($000) $205 Shares 5,925 Est. Cost $34.60 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $205 Shares 1,231 Est. Cost $149.07 Unrealized +18.4%
NCLEX NICHOLAS LTD 0.0%
Value ($000) $204 Shares 8,519 Est. Cost $23.95 Unrealized
TIBAX THORNBURG INV INC A 0.0%
Value ($000) $196 Shares 10,105 Est. Cost $21.93 Unrealized
WSBF WATERSTONE FINANCIAL 0.0%
Value ($000) $169 Shares 11,000 Est. Cost $10.47 Unrealized +36.6%
BAOB BARABOO BANCORP 0.0%
Value ($000) $155 Shares 88,558 Est. Cost $1.33 Unrealized +8.4%
KCDMY KC DE MEXICO 0.0%
Value ($000) $140 Shares 12,000 Est. Cost $16.09 Unrealized
MANULIFE FINANCIAL CORP 0.0%
Value ($000) $140 Shares 10,266 Est. Cost $16.04 Unrealized
IXYS CORP 0.0%
Value ($000) $130 Shares 12,702 Est. Cost $11.06 Unrealized
FKINX FRANKLIN INCOME 0.0%
Value ($000) $121 Shares 55,530 Est. Cost $2.57 Unrealized
AMERICAN RIVER BNKSHRS 0.0%
Value ($000) $103 Shares 10,024 Est. Cost $8.21 Unrealized
ACIIX AMERICAN CENT EQUITY INCOME 0.0%
Value ($000) $100 Shares 11,215 Est. Cost $8.72 Unrealized
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $77 Shares 15,000 Est. Cost $3.46 Unrealized +12.4%
RITE AID CORPORATION 0.0%
Value ($000) $75 Shares 10,054 Est. Cost $8.16 Unrealized
FNMA FANNIE MAE 0.0%
Value ($000) $36 Shares 18,000 Est. Cost $1.47 Unrealized +29.5%
BIOANALYTICAL SYS INC 0.0%
Value ($000) $23 Shares 20,000 Est. Cost $1.45 Unrealized
VITALITY BIOPHARMA 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized
MCW ENERGY 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.45 Unrealized
IMAGING DIAG SYS 0.0%
Value ($000) $0 Shares 12,857 Est. Cost 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
GAEC GULF ALTERNATIVE ENERGY 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +250.5%
BROADBAND WIRELESS 0.0%
Value ($000) $0 Shares 19,194 Est. Cost Unrealized