NORTH STAR ASSET MANAGEMENT INC Diversified Active

CIK: 0001056559 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 16, 2017

Total Value ($000): $982,445 (100.0% shares, 0.0% debt)

Holdings (257)

BOTTOMLINE TECHNOLOGIES 2.7%
Value ($000) $26,369 Shares 1,026,447 Est. Cost $25.36 Unrealized
HAINX HARBOR INTL FD 2.5%
Value ($000) $24,248 Shares 357,633 Est. Cost $62.56 Unrealized
KMB KIMBERLY-CLARK 2.3%
Value ($000) $22,658 Shares 175,492 Est. Cost $63.30 Unrealized +52.0%
PRINCIPAL FINL GROUP 2.1%
Value ($000) $20,682 Shares 322,799 Est. Cost $39.00 Unrealized
SCHB SCHWAB US BROAD MKT ETF 2.0%
Value ($000) $20,110 Shares 343,989 Est. Cost $47.52 Unrealized
ADBE ADOBE SYSTEMS 1.7%
Value ($000) $17,144 Shares 121,211 Est. Cost $44.30 Unrealized +209.1%
WYNDHAM WORLDWIDE 1.7%
Value ($000) $16,922 Shares 168,530 Est. Cost $65.96 Unrealized
AAPL APPLE 1.7%
Value ($000) $16,567 Shares 115,035 Est. Cost $18.21 Unrealized +88.5%
ACIW ACI WORLDWIDE 1.7%
Value ($000) $16,398 Shares 733,033 Est. Cost $19.40 Unrealized +15.4%
SWTSX SCHWAB TOTAL STOCK MKT-SEL 1.6%
Value ($000) $16,192 Shares 373,956 Est. Cost $30.20 Unrealized
GLOBAL PAYMENTS 1.6%
Value ($000) $15,748 Shares 174,363 Est. Cost $54.79 Unrealized
TBGVX TWEEDY BRN GLOBAL VALUE 1.5%
Value ($000) $14,731 Shares 534,717 Est. Cost $25.60 Unrealized
AMG AFFILIATED MANAGERS 1.5%
Value ($000) $14,584 Shares 87,928 Est. Cost $150.29 Unrealized +3.0%
EVTC EVERTEC INC 1.4%
Value ($000) $13,325 Shares 770,296 Est. Cost $17.93 Unrealized -13.2%
VTI VANGUARD TTL STK MKT ETF 1.3%
Value ($000) $13,142 Shares 105,601 Est. Cost $83.67 Unrealized
ABT ABBOTT LABS 1.3%
Value ($000) $12,638 Shares 259,999 Est. Cost $31.18 Unrealized +24.8%
V VISA 1.3%
Value ($000) $12,550 Shares 133,821 Est. Cost $55.88 Unrealized +56.5%
MSFT MICROSOFT 1.2%
Value ($000) $12,128 Shares 175,950 Est. Cost $26.70 Unrealized +133.4%
SYK STRYKER CORP 1.2%
Value ($000) $12,124 Shares 87,361 Est. Cost $60.78 Unrealized +105.3%
EFX EQUIFAX 1.2%
Value ($000) $12,098 Shares 88,036 Est. Cost $54.24 Unrealized +133.8%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $12,034 Shares 110,494 Est. Cost $67.83 Unrealized +32.8%
SCHW CHARLES SCHWAB 1.2%
Value ($000) $12,023 Shares 279,881 Est. Cost $22.47 Unrealized +59.1%
CA TECHNOLOGIES 1.2%
Value ($000) $11,799 Shares 342,301 Est. Cost $28.74 Unrealized
VZ VERIZON COMMUNICATIONS 1.2%
Value ($000) $11,729 Shares 262,621 Est. Cost $26.98 Unrealized +9.5%
FISV FISERV 1.2%
Value ($000) $11,618 Shares 94,966 Est. Cost $24.46 Unrealized +147.3%
FIS FIDELITY NATL INFO 1.2%
Value ($000) $11,550 Shares 135,246 Est. Cost $35.25 Unrealized +103.6%
AKAMAI TECH 1.2%
Value ($000) $11,412 Shares 229,108 Est. Cost $47.53 Unrealized
VWO VANGUARD EMERGING MKTS ETF 1.2%
Value ($000) $11,405 Shares 279,329 Est. Cost $38.85 Unrealized
CTSH COGNIZANT CL A 1.1%
Value ($000) $11,115 Shares 167,392 Est. Cost $37.49 Unrealized +50.4%
PRICE T ROWE GROUP INC 1.1%
Value ($000) $10,795 Shares 145,469 Est. Cost $73.21 Unrealized
ALPHABET INC CL C 1.0%
Value ($000) $9,966 Shares 10,967 Est. Cost $757.85 Unrealized
MBWM MERCANTILE BANK 1.0%
Value ($000) $9,961 Shares 316,416 Est. Cost $10.83 Unrealized +116.9%
AES AES CORP 1.0%
Value ($000) $9,549 Shares 859,452 Est. Cost $7.81 Unrealized +7.3%
PAYPAL HOLDINGS 1.0%
Value ($000) $9,516 Shares 177,307 Est. Cost $34.28 Unrealized
BRYN MAWR BANK 0.9%
Value ($000) $9,209 Shares 216,671 Est. Cost $28.66 Unrealized
NAVIENT CORP 0.9%
Value ($000) $9,043 Shares 543,133 Est. Cost $14.40 Unrealized
HANESBRANDS 0.9%
Value ($000) $9,024 Shares 389,640 Est. Cost $22.84 Unrealized
ECL ECOLAB 0.9%
Value ($000) $8,986 Shares 67,693 Est. Cost $87.24 Unrealized +34.9%
RPM RPM 0.9%
Value ($000) $8,829 Shares 161,848 Est. Cost $37.99 Unrealized +40.7%
ECHO GLOBAL LOGISTICS 0.9%
Value ($000) $8,626 Shares 433,452 Est. Cost $19.37 Unrealized
PM PHILIP MORRIS INT'L 0.9%
Value ($000) $8,479 Shares 72,189 Est. Cost $49.85 Unrealized +49.0%
GENERAL ELECTRIC 0.8%
Value ($000) $8,285 Shares 306,707 Est. Cost $23.42 Unrealized
TMO THERMO FISHER SCIENTIFIC 0.8%
Value ($000) $8,278 Shares 47,445 Est. Cost $99.48 Unrealized +64.9%
AME AMETEK 0.8%
Value ($000) $8,266 Shares 136,462 Est. Cost $47.80 Unrealized +16.4%
PFE PFIZER INCORPORATED 0.8%
Value ($000) $8,172 Shares 243,280 Est. Cost $16.81 Unrealized +28.5%
MDRX ALLSCRIPTS HEALTHCARE 0.8%
Value ($000) $8,047 Shares 630,668 Est. Cost $12.91 Unrealized -5.9%
LOW LOWE'S COMPANIES 0.8%
Value ($000) $7,821 Shares 100,874 Est. Cost $34.17 Unrealized +104.0%
XILINX 0.8%
Value ($000) $7,820 Shares 121,572 Est. Cost $39.88 Unrealized
INTU INTUIT 0.8%
Value ($000) $7,817 Shares 58,862 Est. Cost $61.80 Unrealized +97.4%
SS&C TECHNOLOGIES 0.8%
Value ($000) $7,714 Shares 200,833 Est. Cost $29.04 Unrealized
HOLX HOLOGIC INC 0.8%
Value ($000) $7,691 Shares 169,476 Est. Cost $21.74 Unrealized +103.0%
ITW ILLINOIS TOOL 0.8%
Value ($000) $7,444 Shares 51,968 Est. Cost $49.85 Unrealized +127.3%
AEPFX AMER EUROPACIFIC GRWTH Cl F-2 0.7%
Value ($000) $7,353 Shares 141,905 Est. Cost $42.19 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $7,161 Shares 32,952 Est. Cost $97.04 Unrealized +76.2%
DISCOVERY COMM SR C 0.7%
Value ($000) $7,153 Shares 283,747 Est. Cost $31.95 Unrealized
iSHARES CORE MSCI EMG MKTS (ET 0.7%
Value ($000) $7,151 Shares 142,906 Est. Cost $45.58 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.7%
Value ($000) $7,113 Shares 109,565 Est. Cost $76.64 Unrealized
TREEHOUSE FOODS 0.7%
Value ($000) $6,905 Shares 84,529 Est. Cost $80.26 Unrealized
VERIFONE SYSTEMS 0.7%
Value ($000) $6,734 Shares 372,021 Est. Cost $18.31 Unrealized
SCHE SCHWAB EMERGING MKT ETF 0.7%
Value ($000) $6,681 Shares 268,862 Est. Cost $23.53 Unrealized
PERRIGO PLC 0.7%
Value ($000) $6,595 Shares 87,323 Est. Cost $123.85 Unrealized
ALLERGAN 0.7%
Value ($000) $6,552 Shares 26,955 Est. Cost $223.49 Unrealized
VEU VANGUARD FTSE WLD EX US ETF 0.7%
Value ($000) $6,471 Shares 129,329 Est. Cost $44.31 Unrealized
NETSCOUT SYSTEMS 0.7%
Value ($000) $6,458 Shares 187,724 Est. Cost $30.48 Unrealized
ORCL ORACLE 0.7%
Value ($000) $6,404 Shares 127,739 Est. Cost $30.10 Unrealized +33.2%
ALPHABET INC CL A 0.6%
Value ($000) $6,098 Shares 6,559 Est. Cost $778.04 Unrealized
FIRST DATA CORP 0.6%
Value ($000) $6,075 Shares 333,801 Est. Cost $13.54 Unrealized
QCOM QUALCOMM 0.6%
Value ($000) $5,936 Shares 107,497 Est. Cost $45.32 Unrealized -2.4%
J.HANCOCK FINL OPP FUND 0.6%
Value ($000) $5,864 Shares 162,752 Est. Cost $21.38 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $5,863 Shares 72,627 Est. Cost $54.02 Unrealized +2.7%
PB PROSPERITY BANCSHARES 0.6%
Value ($000) $5,475 Shares 85,230 Est. Cost $38.82 Unrealized +31.6%
PANHANDLE OIL & GAS 0.5%
Value ($000) $5,073 Shares 219,588 Est. Cost $16.93 Unrealized
JNJ JOHNSON&JOHNSON 0.5%
Value ($000) $5,025 Shares 37,982 Est. Cost $59.85 Unrealized +67.7%
SCHA SCHWAB US SCAP ETF 0.5%
Value ($000) $4,940 Shares 77,301 Est. Cost $55.21 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $4,740 Shares 140,494 Est. Cost $18.43 Unrealized +60.5%
AFL AFLAC 0.5%
Value ($000) $4,568 Shares 58,802 Est. Cost $21.83 Unrealized +40.7%
EXPRESS SCRIPTS 0.5%
Value ($000) $4,533 Shares 71,003 Est. Cost $69.33 Unrealized
CHESAPEAKE ENERGY 0.4%
Value ($000) $4,279 Shares 860,965 Est. Cost $10.73 Unrealized
YUM YUM BRANDS 0.4%
Value ($000) $4,255 Shares 57,686 Est. Cost $40.33 Unrealized +47.8%
UPS UNITED PARCEL 0.4%
Value ($000) $4,206 Shares 38,028 Est. Cost $70.17 Unrealized +10.2%
VSMGX VANGUARD LIFE STRAGY MD GRTH 0.4%
Value ($000) $4,200 Shares 163,481 Est. Cost $22.89 Unrealized
ZBH ZIMMER BIOMET HLDGS 0.4%
Value ($000) $4,019 Shares 31,303 Est. Cost $90.95 Unrealized +21.5%
MS INDIA INVESTMENT (CL END) 0.4%
Value ($000) $3,844 Shares 118,758 Est. Cost $15.61 Unrealized
ALTRIA GROUP 0.4%
Value ($000) $3,802 Shares 51,051 Est. Cost $34.99 Unrealized
DIS WALT DISNEY CO 0.4%
Value ($000) $3,665 Shares 34,491 Est. Cost $58.59 Unrealized +74.9%
NKE NIKE INC CL B 0.4%
Value ($000) $3,629 Shares 61,512 Est. Cost $41.81 Unrealized +15.4%
WAT WATERS CORP 0.4%
Value ($000) $3,474 Shares 18,899 Est. Cost $141.88 Unrealized +22.5%
VRSN VERISIGN INC 0.4%
Value ($000) $3,456 Shares 37,181 Est. Cost $49.04 Unrealized +82.6%
BEN FRANKLIN RESOURCES 0.4%
Value ($000) $3,448 Shares 76,975 Est. Cost $29.14 Unrealized -7.2%
ADAMS NATURAL RESOURCES 0.3%
Value ($000) $3,411 Shares 182,419 Est. Cost $21.99 Unrealized
ALIBABA 0.3%
Value ($000) $3,063 Shares 21,741 Est. Cost $90.38 Unrealized
ROK ROCKWELL AUTOMATION 0.3%
Value ($000) $3,060 Shares 18,893 Est. Cost $91.59 Unrealized +46.8%
FHI FEDERATED INVESTORS 0.3%
Value ($000) $3,055 Shares 108,140 Est. Cost $15.67 Unrealized +16.8%
DISCOVER FINANCIAL 0.3%
Value ($000) $2,942 Shares 47,305 Est. Cost $61.56 Unrealized
YUM CHINA HOLDING 0.3%
Value ($000) $2,849 Shares 72,246 Est. Cost $26.12 Unrealized
KO COCA COLA 0.3%
Value ($000) $2,829 Shares 63,080 Est. Cost $28.13 Unrealized +19.7%
CSCO CISCO SYSTEMS 0.3%
Value ($000) $2,736 Shares 87,444 Est. Cost $15.24 Unrealized +64.4%
BWA BORGWARNER INC 0.3%
Value ($000) $2,717 Shares 64,152 Est. Cost $31.77 Unrealized -0.1%
TXN TEXAS INSTR 0.3%
Value ($000) $2,678 Shares 34,816 Est. Cost $25.31 Unrealized +149.5%
USB US BANCORP DEL 0.3%
Value ($000) $2,571 Shares 49,525 Est. Cost $25.21 Unrealized +46.6%
IBM IBM 0.3%
Value ($000) $2,522 Shares 16,395 Est. Cost $118.94 Unrealized -12.8%
NEWFIELD EXPLOR 0.3%
Value ($000) $2,458 Shares 86,365 Est. Cost $32.89 Unrealized
SCHV SCHWAB LARGE CAP VALUE 0.2%
Value ($000) $2,422 Shares 48,250 Est. Cost $50.20 Unrealized
SLB SCHLUMBERGER 0.2%
Value ($000) $2,329 Shares 35,379 Est. Cost $54.06 Unrealized +3.2%
SPDR GOLD TRUST (COLLECTIBLE) 0.2%
Value ($000) $2,311 Shares 19,582 Est. Cost $119.10 Unrealized
WALGREENS BOOTS ALLIANCE 0.2%
Value ($000) $2,265 Shares 28,919 Est. Cost $76.20 Unrealized
PEP PEPSICO 0.2%
Value ($000) $2,200 Shares 19,051 Est. Cost $56.19 Unrealized +56.9%
RMD RESMED INC 0.2%
Value ($000) $2,173 Shares 27,908 Est. Cost $53.71 Unrealized +21.8%
TEMPLETON DRAGON(CL END) 0.2%
Value ($000) $2,157 Shares 106,921 Est. Cost $24.81 Unrealized
S&P INDEX FUND 0.2%
Value ($000) $2,097 Shares 8,671 Est. Cost $164.35 Unrealized
UNITED HEALTHCARE 0.2%
Value ($000) $2,069 Shares 11,157 Est. Cost $65.97 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $1,958 Shares 22,467 Est. Cost $55.04 Unrealized +27.4%
WU WESTERN UNION CO 0.2%
Value ($000) $1,912 Shares 100,347 Est. Cost $17.11 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,840 Shares 42,599 Est. Cost $23.35 Unrealized +57.1%
ASB ASSOCIATED BANK 0.2%
Value ($000) $1,813 Shares 71,936 Est. Cost $10.89 Unrealized +65.1%
FAST FASTENAL 0.2%
Value ($000) $1,759 Shares 40,412 Est. Cost $8.84 Unrealized +1.4%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $1,753 Shares 19,182 Est. Cost $37.01 Unrealized +85.2%
ROYCE VALUE TRUST(CL END) 0.2%
Value ($000) $1,736 Shares 119,019 Est. Cost $15.10 Unrealized
HSIC HENRY SCHEIN 0.2%
Value ($000) $1,723 Shares 9,415 Est. Cost $36.66 Unrealized +90.1%
WHITING PETROLEUM 0.2%
Value ($000) $1,674 Shares 303,768 Est. Cost $21.53 Unrealized
VPMAX VANGUARD PRIMECAP ADMIRAL 0.2%
Value ($000) $1,640 Shares 13,154 Est. Cost $84.92 Unrealized
SPDR S&P REGIONAL BANK ETF 0.2%
Value ($000) $1,606 Shares 29,225 Est. Cost $34.95 Unrealized
UNITED TECHNOLOGIES 0.2%
Value ($000) $1,556 Shares 12,740 Est. Cost $92.93 Unrealized
PRA PROASSURANCE GROUP 0.2%
Value ($000) $1,521 Shares 25,019 Est. Cost $52.57 Unrealized +14.1%
MMM 3M COMPANY 0.2%
Value ($000) $1,501 Shares 7,211 Est. Cost $67.40 Unrealized +85.0%
BA BOEING CO 0.2%
Value ($000) $1,500 Shares 7,585 Est. Cost $80.68 Unrealized +116.8%
DHR DANAHER CORP 0.1%
Value ($000) $1,448 Shares 17,162 Est. Cost $25.43 Unrealized +182.2%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,403 Shares 14,534 Est. Cost $70.08 Unrealized
HD HOME DEPOT 0.1%
Value ($000) $1,362 Shares 8,879 Est. Cost $56.05 Unrealized +122.1%
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1,347 Shares 22,599 Est. Cost $39.97 Unrealized +20.1%
BMO BANK OF MONTREAL 0.1%
Value ($000) $1,260 Shares 17,154 Est. Cost $37.78 Unrealized +32.1%
ABBVIE 0.1%
Value ($000) $1,246 Shares 17,180 Est. Cost $43.27 Unrealized
MERCK 0.1%
Value ($000) $1,226 Shares 19,123 Est. Cost $46.44 Unrealized
KHC KRAFT HEINZ FOODS 0.1%
Value ($000) $1,220 Shares 14,251 Est. Cost $47.83 Unrealized +27.0%
WFC WELLS FARGO & CO 0.1%
Value ($000) $1,216 Shares 21,943 Est. Cost $32.98 Unrealized +27.9%
MBI MBIA 0.1%
Value ($000) $1,134 Shares 120,266 Est. Cost $5.38 Unrealized -31.1%
HALYARD HEALTH 0.1%
Value ($000) $1,096 Shares 27,913 Est. Cost $45.47 Unrealized
VFIAX VANGUARD 500 INDEX (ADM) 0.1%
Value ($000) $1,096 Shares 4,897 Est. Cost $148.06 Unrealized
DU PONT E I DE NEMOURS 0.1%
Value ($000) $1,071 Shares 13,274 Est. Cost $52.50 Unrealized
MEDICINE MAN TECH 0.1%
Value ($000) $1,060 Shares 762,500 Est. Cost $2.74 Unrealized
AT&T INC 0.1%
Value ($000) $1,049 Shares 27,796 Est. Cost $35.47 Unrealized
CME GROUP 0.1%
Value ($000) $1,041 Shares 8,310 Est. Cost $125.27 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $1,038 Shares 9,946 Est. Cost $68.98 Unrealized +6.1%
WY WEYERHAEUSER 0.1%
Value ($000) $1,022 Shares 30,497 Est. Cost $18.94 Unrealized +26.8%
TIME WARNER 0.1%
Value ($000) $999 Shares 9,952 Est. Cost $57.83 Unrealized
SEIC SEI INVESTMENTS 0.1%
Value ($000) $988 Shares 18,364 Est. Cost $40.84 Unrealized +12.9%
MCK MCKESSON 0.1%
Value ($000) $974 Shares 5,920 Est. Cost $101.46 Unrealized +39.5%
SPDR S&P BANK ETF 0.1%
Value ($000) $961 Shares 22,080 Est. Cost $29.49 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $943 Shares 24,396 Est. Cost $39.20 Unrealized -2.2%
BEMIS 0.1%
Value ($000) $926 Shares 20,018 Est. Cost $42.16 Unrealized
JBL JABIL CIRCUIT 0.1%
Value ($000) $923 Shares 31,605 Est. Cost $16.85 Unrealized +64.7%
HAE HAEMONETICS CORP 0.1%
Value ($000) $907 Shares 22,960 Est. Cost $38.48 Unrealized +6.7%
VFINX VANGUARD INDEX 500 0.1%
Value ($000) $907 Shares 4,056 Est. Cost $148.02 Unrealized
GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $891 Shares 4,015 Est. Cost $153.94 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $886 Shares 10,000 Est. Cost $35.69 Unrealized +67.2%
RGEN REPLIGEN CORP 0.1%
Value ($000) $852 Shares 20,549 Est. Cost $33.22 Unrealized +14.4%
MAR MARRIOTT INT'L 0.1%
Value ($000) $784 Shares 7,817 Est. Cost $47.08 Unrealized +97.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $768 Shares 13,787 Est. Cost $32.50 Unrealized +22.8%
COMCAST CORP CL A 0.1%
Value ($000) $761 Shares 19,546 Est. Cost $40.36 Unrealized
VTSAX VANGUARD TTL STK MKT ADM 0.1%
Value ($000) $754 Shares 12,451 Est. Cost $49.56 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $704 Shares 13,986 Est. Cost $24.51 Unrealized +73.9%
MEDTRONIC PLC 0.1%
Value ($000) $701 Shares 7,895 Est. Cost $77.99 Unrealized
TFEQX TEMPLETON INSTL FOR EQ 0.1%
Value ($000) $660 Shares 31,269 Est. Cost $19.83 Unrealized
QORVO INC 0.1%
Value ($000) $656 Shares 10,356 Est. Cost $79.74 Unrealized
ROYCE MICRO-CAP TR (CL END) 0.1%
Value ($000) $610 Shares 70,509 Est. Cost $10.70 Unrealized
EFA MSCI-EAFE INDEX 0.1%
Value ($000) $609 Shares 9,345 Est. Cost $59.25 Unrealized
AEGFX AMER EUROPACIFIC GRWTH CL F-1 0.1%
Value ($000) $603 Shares 11,659 Est. Cost $41.91 Unrealized
SCHH SCHWAB US REIT 0.1%
Value ($000) $587 Shares 14,250 Est. Cost $31.96 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $578 Shares 4,550 Est. Cost $78.16 Unrealized
ADP AUTOMATIC DATA PROCESSNG 0.1%
Value ($000) $562 Shares 5,481 Est. Cost $45.78 Unrealized +84.0%
TEKLA HEALTHCARE 0.1%
Value ($000) $561 Shares 22,362 Est. Cost $31.49 Unrealized
MENASHA CORP 0.1%
Value ($000) $546 Shares 125 Est. Cost $4192.00 Unrealized
YAHOO 0.1%
Value ($000) $545 Shares 10,000 Est. Cost $27.29 Unrealized
DCI DONALDSON 0.1%
Value ($000) $535 Shares 11,750 Est. Cost $28.83 Unrealized +39.1%
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $530 Shares 3,127 Est. Cost $118.14 Unrealized +40.8%
NIC NICOLET NAT'L BANKSHARES 0.1%
Value ($000) $508 Shares 9,290 Est. Cost $48.71 Unrealized 0.0%
HEWLETT PACKARD 0.1%
Value ($000) $500 Shares 28,619 Est. Cost $24.79 Unrealized
FORTIVE CORP 0.0%
Value ($000) $488 Shares 7,701 Est. Cost $50.88 Unrealized
VARIAN MEDICAL SYSTEMS 0.0%
Value ($000) $475 Shares 4,600 Est. Cost $68.90 Unrealized
AMZN AMAZON.COM 0.0%
Value ($000) $463 Shares 478 Est. Cost $31.39 Unrealized +52.0%
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $457 Shares 6,166 Est. Cost $45.05 Unrealized +34.6%
BK BANK OF NY MELLON 0.0%
Value ($000) $454 Shares 8,899 Est. Cost $21.22 Unrealized +78.9%
AGTHX GROWTH FD OF AMER CL -A 0.0%
Value ($000) $449 Shares 9,501 Est. Cost $47.26 Unrealized
VIMSX VANGUARD MID CAP 0.0%
Value ($000) $434 Shares 11,143 Est. Cost $33.74 Unrealized
POWERSHARE INDIA ETF 0.0%
Value ($000) $424 Shares 18,575 Est. Cost $16.69 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $413 Shares 10,000 Est. Cost $12.22 Unrealized +216.0%
WEC ENERGY GROUP I 0.0%
Value ($000) $408 Shares 6,644 Est. Cost $54.19 Unrealized
MBGAF DAIMLER AG 0.0%
Value ($000) $407 Shares 5,611 Est. Cost $30.91 Unrealized +47.7%
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $405 Shares 3,325 Est. Cost $59.32 Unrealized +66.5%
VGHCX VANGUARD HEALTH CARE 0.0%
Value ($000) $405 Shares 1,914 Est. Cost $173.91 Unrealized
F FORD 0.0%
Value ($000) $401 Shares 35,860 Est. Cost $7.66 Unrealized -7.4%
IP INTERNATIONAL PAPER 0.0%
Value ($000) $396 Shares 7,000 Est. Cost $25.91 Unrealized +34.1%
S&P MIDCAP 400 0.0%
Value ($000) $395 Shares 1,243 Est. Cost $282.81 Unrealized
NB REAL ESTATE (CL END) 0.0%
Value ($000) $394 Shares 73,009 Est. Cost $4.80 Unrealized
BAOB BARABOO BANCORP 0.0%
Value ($000) $386 Shares 88,778 Est. Cost $1.36 Unrealized +164.6%
PLXS PLEXUS CORP 0.0%
Value ($000) $385 Shares 7,331 Est. Cost $27.95 Unrealized +89.6%
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $384 Shares 4,427 Est. Cost $47.42 Unrealized +57.7%
CENTURYLINK INC 0.0%
Value ($000) $367 Shares 15,372 Est. Cost $35.04 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $345 Shares 4,172 Est. Cost $47.97 Unrealized +17.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $343 Shares 7,805 Est. Cost $41.06 Unrealized -13.6%
SCHF SCHWAB INT'L EQUITY 0.0%
Value ($000) $336 Shares 10,577 Est. Cost $31.77 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $333 Shares 10,000 Est. Cost $21.10 Unrealized
GWW GRAINGER WW 0.0%
Value ($000) $325 Shares 1,800 Est. Cost $201.46 Unrealized -17.5%
SCHC SCHWAB INT'L SCAP ETF 0.0%
Value ($000) $319 Shares 9,500 Est. Cost $27.05 Unrealized
SLM SLM CORP 0.0%
Value ($000) $313 Shares 27,235 Est. Cost $7.83 Unrealized +45.4%
MCD MCDONALDS 0.0%
Value ($000) $312 Shares 2,040 Est. Cost $76.64 Unrealized +53.9%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $290 Shares 4,798 Est. Cost $42.39 Unrealized +15.8%
AMGN AMGEN 0.0%
Value ($000) $289 Shares 1,681 Est. Cost $75.65 Unrealized +65.7%
DOV DOVER 0.0%
Value ($000) $283 Shares 3,530 Est. Cost $39.99 Unrealized +42.0%
CENTRAL FD OF CANADA 0.0%
Value ($000) $282 Shares 22,855 Est. Cost $12.61 Unrealized
LNT ALLIANT ENERGY 0.0%
Value ($000) $281 Shares 7,000 Est. Cost $29.08 Unrealized +6.4%
DUKE POWER 0.0%
Value ($000) $280 Shares 3,347 Est. Cost $82.08 Unrealized
TEKLA LIFE SCIENCE 0.0%
Value ($000) $279 Shares 13,377 Est. Cost $24.87 Unrealized
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $273 Shares 3,500 Est. Cost $40.50 Unrealized +62.0%
DUN & BRADSTREET 0.0%
Value ($000) $265 Shares 2,450 Est. Cost $99.58 Unrealized
TESLA MOTORS 0.0%
Value ($000) $263 Shares 726 Est. Cost $362.26 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $260 Shares 5,010 Est. Cost $32.02 Unrealized +43.0%
VTSMX VANGUARD TTL STK MKT INDEX 0.0%
Value ($000) $258 Shares 4,261 Est. Cost $40.22 Unrealized
CBS CORP 0.0%
Value ($000) $256 Shares 4,012 Est. Cost $55.08 Unrealized
1/100 BERKSHIRE HTWY CL 100 0.0%
Value ($000) $255 Shares 100 Est. Cost $2130.00 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $255 Shares 4,369 Est. Cost $50.21 Unrealized 0.0%
NATIONWIDE GENEVA MID CAP GROW 0.0%
Value ($000) $254 Shares 9,891 Est. Cost $29.40 Unrealized
DODGX DODGE & COX STOCK FUND 0.0%
Value ($000) $250 Shares 1,296 Est. Cost $154.04 Unrealized
MARATHON PETROLEUM CORP 0.0%
Value ($000) $250 Shares 4,772 Est. Cost $50.48 Unrealized
LEGG MASON 0.0%
Value ($000) $247 Shares 6,478 Est. Cost $36.12 Unrealized
BP BP PLC 0.0%
Value ($000) $246 Shares 7,092 Est. Cost $41.52 Unrealized
NSRGY NESTLE 0.0%
Value ($000) $240 Shares 2,753 Est. Cost $77.01 Unrealized
WEINGARTEN REALTY 0.0%
Value ($000) $230 Shares 7,650 Est. Cost $30.71 Unrealized
WHR WHIRLPOOL CORP 0.0%
Value ($000) $230 Shares 1,200 Est. Cost $165.57 Unrealized +10.5%
WSBF WATERSTONE FINANCIAL 0.0%
Value ($000) $229 Shares 12,166 Est. Cost $11.27 Unrealized +67.1%
ADI ANALOG DEVICES 0.0%
Value ($000) $224 Shares 2,878 Est. Cost $66.47 Unrealized +1.6%
MS MORGAN STANLEY 0.0%
Value ($000) $223 Shares 5,000 Est. Cost $29.14 Unrealized +15.1%
FLPSX FIDELITY LOW-PRICED STOCK 0.0%
Value ($000) $220 Shares 4,128 Est. Cost $51.60 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $219 Shares 2,660 Est. Cost $69.54 Unrealized +2.5%
CAT CATERPILLER 0.0%
Value ($000) $214 Shares 1,991 Est. Cost $84.05 Unrealized 0.0%
CELEGENE 0.0%
Value ($000) $210 Shares 1,619 Est. Cost $124.15 Unrealized
MIGFX MFS MASS INVESTORS GROWTH CL A 0.0%
Value ($000) $208 Shares 7,806 Est. Cost $26.65 Unrealized
VEIRX VANGUARD EQUITY INCOME ADM 0.0%
Value ($000) $203 Shares 2,815 Est. Cost $72.11 Unrealized
VWELX VANGUARD WELLINGTON 0.0%
Value ($000) $201 Shares 4,910 Est. Cost $40.94 Unrealized
AIVSX INVSTMNT CO OF AMER CL-A 0.0%
Value ($000) $200 Shares 5,154 Est. Cost $36.58 Unrealized
KMI KINDER MORGAN 0.0%
Value ($000) $192 Shares 10,029 Est. Cost $17.85 Unrealized -30.1%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $191 Shares 15,330 Est. Cost $3.60 Unrealized +239.7%
TEMFX TEMPLETON FOREIGN CL A 0.0%
Value ($000) $189 Shares 24,300 Est. Cost $7.15 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $168 Shares 12,456 Est. Cost $6.46 Unrealized +37.5%
KCDMY KC DE MEXICO 0.0%
Value ($000) $127 Shares 12,000 Est. Cost $16.09 Unrealized
ACIIX AMERICAN CENT EQUITY INCOME 0.0%
Value ($000) $98 Shares 10,653 Est. Cost $8.72 Unrealized
FKINX FRANKLIN INCOME 0.0%
Value ($000) $80 Shares 34,344 Est. Cost $2.57 Unrealized
BIOANALYTICAL SYS INC 0.0%
Value ($000) $33 Shares 20,000 Est. Cost $1.45 Unrealized
RITE AID CORPORATION 0.0%
Value ($000) $30 Shares 10,004 Est. Cost $8.16 Unrealized
MNTR MENTOR 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $0.97 Unrealized +43.4%
CANNABIS SCIENCE 0.0%
Value ($000) $2 Shares 40,000 Est. Cost $0.07 Unrealized
HEMP HEMP INC 0.0%
Value ($000) $2 Shares 100,000 Est. Cost $0.04 Unrealized -34.7%
GAEC GULF ALTERNATIVE ENERGY 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +103.4%
BROADBAND WIRELESS 0.0%
Value ($000) $0 Shares 19,194 Est. Cost Unrealized
BANKUNITED FINANCIAL CORP 0.0%
Value ($000) $0 Shares 12,100 Est. Cost 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