S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 5, 2018

Total Value ($000): $893,287 (100.0% shares, 0.0% debt)

Holdings (186)

CHD CHURCH&DWIGHT CO INC 4.8%
Value ($000) $42,834 Shares 721,476 Est. Cost $35.18 Unrealized +47.2%
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.7%
Value ($000) $41,847 Shares 195,447 Est. Cost $110.02 Unrealized +86.5%
MOS MOSAIC CO 4.4%
Value ($000) $38,951 Shares 1,199,236 Est. Cost $22.13 Unrealized +20.0%
ECL ECOLAB INC 4.2%
Value ($000) $37,249 Shares 237,586 Est. Cost $74.93 Unrealized +82.8%
ADP AUTOMATIC DATA PROCESSING INC 3.9%
Value ($000) $35,250 Shares 233,973 Est. Cost $45.75 Unrealized +164.1%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $28,988 Shares 209,799 Est. Cost $60.16 Unrealized +79.6%
MERCK & CO INC 3.1%
Value ($000) $27,454 Shares 387,009 Est. Cost $46.78 Unrealized
BMY BRISTOL MYERS SQUIBB 2.8%
Value ($000) $24,907 Shares 401,209 Est. Cost $39.72 Unrealized +13.2%
AAPL APPLE INC 2.5%
Value ($000) $21,892 Shares 96,978 Est. Cost $18.97 Unrealized +159.7%
LIBERTY MEDIA CORP DELAWARE CO 2.4%
Value ($000) $21,717 Shares 499,823 Est. Cost $30.87 Unrealized
ABT ABBOTT LABS 2.3%
Value ($000) $20,513 Shares 279,620 Est. Cost $29.25 Unrealized +97.7%
EXXON MOBIL CORP COM 2.3%
Value ($000) $20,255 Shares 238,241 Est. Cost $90.44 Unrealized
CAT CATERPILLAR INC COM 2.3%
Value ($000) $20,231 Shares 132,673 Est. Cost $61.62 Unrealized +95.6%
PIONEER NATURAL RESOURCES CO 2.2%
Value ($000) $20,033 Shares 115,005 Est. Cost $151.05 Unrealized
MEDTRONIC PLC 2.2%
Value ($000) $19,811 Shares 201,390 Est. Cost $77.99 Unrealized
LILA LIBERTY LATIN AMERICA LTD COM 2.2%
Value ($000) $19,644 Shares 942,606 Est. Cost $20.28 Unrealized -8.8%
LBRDK LIBERTY BROADBAND SER C 2.0%
Value ($000) $17,760 Shares 210,677 Est. Cost $47.03 Unrealized +58.7%
APD AIR PRODUCTS & CHEMICALS INC C 1.8%
Value ($000) $15,888 Shares 95,109 Est. Cost $63.74 Unrealized +113.3%
QURATE RETAIL INC 1.5%
Value ($000) $13,609 Shares 612,750 Est. Cost $25.17 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $13,465 Shares 120,437 Est. Cost $57.33 Unrealized +57.6%
MSFT MICROSOFT CORP COM 1.4%
Value ($000) $12,678 Shares 110,855 Est. Cost $40.99 Unrealized +145.9%
LIONS GATE ENTERTAINMENT CL B 1.4%
Value ($000) $12,529 Shares 537,732 Est. Cost $24.46 Unrealized
3M COMPANY COM 1.4%
Value ($000) $12,472 Shares 59,190 Est. Cost $114.95 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $12,195 Shares 49,965 Est. Cost $95.72 Unrealized +135.7%
LIBERTY GLOBAL PLC- C 1.3%
Value ($000) $11,753 Shares 417,375 Est. Cost $30.43 Unrealized
FUL H.B. FULLER CO. 1.2%
Value ($000) $11,092 Shares 214,679 Est. Cost $37.06 Unrealized +38.5%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $11,019 Shares 67,672 Est. Cost $65.63 Unrealized +94.7%
CISCO SYSTEMS INC COM 1.2%
Value ($000) $10,343 Shares 212,607 Est. Cost $24.51 Unrealized
GCI LIBERTY INC COM CLASS A 1.2%
Value ($000) $10,337 Shares 202,693 Est. Cost $52.42 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $9,365 Shares 7,847 Est. Cost $36.95 Unrealized +60.9%
T AT&T INC 0.9%
Value ($000) $7,984 Shares 237,759 Est. Cost $15.70 Unrealized -7.8%
LIBERTY SIRIUSXM GROUP SER A 0.9%
Value ($000) $7,785 Shares 179,220 Est. Cost $32.61 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $7,675 Shares 6,358 Est. Cost $54.90 Unrealized +9.4%
LBRDA LIBERTY BROADBAND-A 0.9%
Value ($000) $7,651 Shares 90,722 Est. Cost $46.83 Unrealized +59.3%
CHTR CHARTER COMMUNICATIONS INC 0.8%
Value ($000) $7,413 Shares 22,747 Est. Cost $344.62 Unrealized -11.4%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $7,241 Shares 188,077 Est. Cost $9.78 Unrealized +257.1%
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $6,665 Shares 54,509 Est. Cost $71.37 Unrealized +23.2%
EQT EQT CORP COM 0.7%
Value ($000) $6,627 Shares 149,832 Est. Cost $25.87 Unrealized -1.4%
INTC INTEL CORP COM 0.7%
Value ($000) $6,251 Shares 132,187 Est. Cost $17.18 Unrealized +141.7%
WFC WELLS FARGO & CO 0.7%
Value ($000) $6,087 Shares 115,819 Est. Cost $27.55 Unrealized +68.8%
CAMECO CORP COM 0.7%
Value ($000) $5,939 Shares 520,955 Est. Cost $11.83 Unrealized
RRC RANGE RESOURCES CORP 0.6%
Value ($000) $5,723 Shares 336,851 Est. Cost $14.98 Unrealized +7.1%
C CITIGROUP INC COM NEW 0.6%
Value ($000) $5,535 Shares 77,148 Est. Cost $38.20 Unrealized +43.4%
ROL ROLLINS INC COM 0.5%
Value ($000) $4,659 Shares 76,767 Est. Cost $7.03 Unrealized +235.3%
GENERAL ELEC CO 0.5%
Value ($000) $4,598 Shares 407,307 Est. Cost $23.09 Unrealized
LIBERTY FORMULA ONE SER C 0.5%
Value ($000) $4,571 Shares 122,903 Est. Cost $18.97 Unrealized
PARSLEY ENERGY INC CL A 0.5%
Value ($000) $4,530 Shares 154,880 Est. Cost $30.06 Unrealized
AFL AFLAC INC COM 0.5%
Value ($000) $4,376 Shares 92,964 Est. Cost $29.08 Unrealized +32.3%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $4,195 Shares 142,404 Est. Cost $14.55 Unrealized +75.1%
HD HOME DEPOT INC COM 0.5%
Value ($000) $4,039 Shares 19,500 Est. Cost $58.45 Unrealized +187.4%
PRAXAIR INC 0.4%
Value ($000) $3,989 Shares 24,817 Est. Cost $112.95 Unrealized
VWO VANGUARD INTL EQUITY INDEXFUND 0.4%
Value ($000) $3,823 Shares 93,232 Est. Cost $39.09 Unrealized
LBTYAUSD LIBERTY GLOBAL 0.4%
Value ($000) $3,759 Shares 129,945 Est. Cost $31.17 Unrealized
PURE STORAGE, INC. 0.4%
Value ($000) $3,520 Shares 135,633 Est. Cost $22.11 Unrealized
CERNER CORP 0.4%
Value ($000) $3,361 Shares 52,184 Est. Cost $62.50 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.4%
Value ($000) $3,352 Shares 29,493 Est. Cost $63.31 Unrealized +36.7%
LIONS GATE ENTERTAINMENT CORP 0.4%
Value ($000) $3,246 Shares 133,087 Est. Cost $26.90 Unrealized
STERICYCLE INC 0.3%
Value ($000) $3,016 Shares 51,400 Est. Cost $97.92 Unrealized
WEC ENERGY GROUP INC 0.3%
Value ($000) $2,989 Shares 44,772 Est. Cost $44.98 Unrealized
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $2,862 Shares 32,832 Est. Cost $36.54 Unrealized +68.5%
CHUBB LIMITED 0.3%
Value ($000) $2,843 Shares 21,275 Est. Cost $121.02 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,773 Shares 24,577 Est. Cost $91.32 Unrealized +1.4%
SYK STRYKER CORP. 0.3%
Value ($000) $2,762 Shares 15,545 Est. Cost $64.25 Unrealized +145.2%
META FACEBOOK INC CL A 0.3%
Value ($000) $2,749 Shares 16,715 Est. Cost $178.78 Unrealized +0.6%
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $2,687 Shares 24,271 Est. Cost $68.52 Unrealized
SPDR GOLD TRUST 0.3%
Value ($000) $2,594 Shares 23,003 Est. Cost $119.07 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.3%
Value ($000) $2,506 Shares 48,151 Est. Cost $51.48 Unrealized
WORKDAY INC A 0.3%
Value ($000) $2,397 Shares 16,417 Est. Cost $80.44 Unrealized
LIBERTY EXPEDIA HOLDINGS A 0.3%
Value ($000) $2,313 Shares 49,179 Est. Cost $39.67 Unrealized
TE CONNECTIVITY LTD 0.3%
Value ($000) $2,282 Shares 25,951 Est. Cost $62.15 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.3%
Value ($000) $2,275 Shares 15,044 Est. Cost $118.23 Unrealized -14.4%
OKTA OKTA, INC. 0.3%
Value ($000) $2,274 Shares 32,313 Est. Cost $40.18 Unrealized +48.2%
VGK VANGUARD MSCI EUROPEAN INDEX E 0.3%
Value ($000) $2,249 Shares 40,000 Est. Cost $53.07 Unrealized
LIBERTY LATIN AMERICA LTD 0.3%
Value ($000) $2,242 Shares 108,657 Est. Cost $19.89 Unrealized
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2,103 Shares 11,869 Est. Cost $160.41 Unrealized
VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $2,100 Shares 113,367 Est. Cost $27.07 Unrealized
MRC GLOBAL INC 0.2%
Value ($000) $2,097 Shares 111,725 Est. Cost $20.75 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.2%
Value ($000) $2,089 Shares 55,342 Est. Cost $54.23 Unrealized -23.2%
NATIONAL OILWELL VARCO INC COM 0.2%
Value ($000) $2,057 Shares 47,743 Est. Cost $58.45 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $1,866 Shares 43,480 Est. Cost $32.94 Unrealized +6.1%
WAT WATERS CORP COM 0.2%
Value ($000) $1,793 Shares 9,210 Est. Cost $96.87 Unrealized +99.9%
LIBERTY MEDIA SERIES A FORMULA 0.2%
Value ($000) $1,746 Shares 49,086 Est. Cost $19.15 Unrealized
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $1,714 Shares 10,245 Est. Cost $72.63 Unrealized +85.6%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.2%
Value ($000) $1,654 Shares 10,604 Est. Cost $142.50 Unrealized
CDK GLOBAL INC 0.2%
Value ($000) $1,646 Shares 26,316 Est. Cost $40.84 Unrealized
CTRA CABOT OIL & GAS CORP 0.2%
Value ($000) $1,603 Shares 71,185 Est. Cost $16.39 Unrealized +5.3%
AGCO AGCO CORP COM 0.2%
Value ($000) $1,556 Shares 25,598 Est. Cost $42.81 Unrealized +16.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,483 Shares 6,584 Est. Cost $9.28 Unrealized +292.4%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,472 Shares 17,682 Est. Cost $58.28 Unrealized +16.3%
ATHENE HOLDING LTD. CLASS A 0.2%
Value ($000) $1,413 Shares 27,345 Est. Cost $44.43 Unrealized
NUTRIEN LTD 0.2%
Value ($000) $1,385 Shares 24,000 Est. Cost $48.14 Unrealized
EISAI CO, SPONSORED ADR 0.2%
Value ($000) $1,363 Shares 14,000 Est. Cost $52.37 Unrealized
EATON VANCE CORP NON-VOTING CO 0.1%
Value ($000) $1,308 Shares 24,882 Est. Cost $37.83 Unrealized
BKF ISHARES FTSE BRIC INDEX ETF 0.1%
Value ($000) $1,277 Shares 31,645 Est. Cost $34.98 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,275 Shares 28,941 Est. Cost $17.59 Unrealized +57.2%
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.1%
Value ($000) $1,266 Shares 41,600 Est. Cost $37.04 Unrealized
ALLERGAN PLC. COM 0.1%
Value ($000) $1,265 Shares 6,640 Est. Cost $170.64 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1,170 Shares 15,000 Est. Cost $49.60 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $1,159 Shares 20,000 Est. Cost $45.60 Unrealized
VANGUARD ENERGY ETF 0.1%
Value ($000) $1,157 Shares 11,010 Est. Cost $112.45 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.1%
Value ($000) $1,140 Shares 12,447 Est. Cost $74.61 Unrealized +12.1%
ADOBE INC 0.1%
Value ($000) $1,127 Shares 4,173 Est. Cost $103.24 Unrealized
CLOUDERA, INC. 0.1%
Value ($000) $1,123 Shares 63,635 Est. Cost $15.62 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,107 Shares 4,715 Est. Cost $171.65 Unrealized +18.3%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,097 Shares 12,485 Est. Cost $79.32 Unrealized +10.8%
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $1,074 Shares 10,475 Est. Cost $82.10 Unrealized
CELGENE CORP COM 0.1%
Value ($000) $1,064 Shares 11,887 Est. Cost $102.68 Unrealized
OXY OCCIDENTAL PETROLEUM CORP COM 0.1%
Value ($000) $1,026 Shares 12,490 Est. Cost $59.52 Unrealized +13.8%
SUNTRUST BANKS INC COM 0.1%
Value ($000) $997 Shares 14,928 Est. Cost $41.46 Unrealized
SLB SCHLUMBERGER LTD NV COM 0.1%
Value ($000) $979 Shares 16,077 Est. Cost $53.26 Unrealized -2.3%
CYPRESS SEMICONDUCTOR CORP COM 0.1%
Value ($000) $967 Shares 66,705 Est. Cost $10.98 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $965 Shares 8,995 Est. Cost $55.81 Unrealized +61.8%
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $958 Shares 5,500 Est. Cost $94.00 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $921 Shares 8,220 Est. Cost $36.02 Unrealized +29.1%
V VISA INC COM CL A 0.1%
Value ($000) $916 Shares 6,100 Est. Cost $114.76 Unrealized +17.7%
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $896 Shares 7,801 Est. Cost $63.20 Unrealized +44.0%
AA ALCOA INC 0.1%
Value ($000) $820 Shares 20,300 Est. Cost $25.90 Unrealized +60.3%
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $813 Shares 6,378 Est. Cost $84.08 Unrealized
LIBERTY BRAVES GROUP-C 0.1%
Value ($000) $813 Shares 29,844 Est. Cost $14.75 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $760 Shares 9,855 Est. Cost $67.19 Unrealized +4.5%
BA BOEING CO COM 0.1%
Value ($000) $751 Shares 2,020 Est. Cost $223.03 Unrealized +52.0%
AMZN AMAZON.COM INC 0.1%
Value ($000) $741 Shares 370 Est. Cost $40.38 Unrealized +132.9%
FXI ISHARES FTSE/XINHUA CHINA 25 I 0.1%
Value ($000) $728 Shares 17,000 Est. Cost $32.52 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $699 Shares 8,616 Est. Cost $70.42 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $696 Shares 8,220 Est. Cost $54.73 Unrealized +33.3%
CRM SALESFORCE COM INC 0.1%
Value ($000) $684 Shares 4,300 Est. Cost $113.46 Unrealized +29.2%
CONCHO RESOURCES INC 0.1%
Value ($000) $661 Shares 4,325 Est. Cost $110.80 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $649 Shares 4,600 Est. Cost $49.85 Unrealized +135.5%
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $645 Shares 5,940 Est. Cost $76.36 Unrealized +15.3%
AXALTA COATING SYSTEMS LTD SH 0.1%
Value ($000) $643 Shares 22,052 Est. Cost $31.41 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $639 Shares 5,050 Est. Cost $120.76 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $628 Shares 5,900 Est. Cost $62.76 Unrealized +49.9%
SVB FINL GROUP 0.1%
Value ($000) $620 Shares 1,995 Est. Cost $240.10 Unrealized
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $587 Shares 4,200 Est. Cost $104.59 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $563 Shares 7,150 Est. Cost $41.82 Unrealized +35.1%
FRCB FIRST REP BK SAN FRANCISCO CAL 0.1%
Value ($000) $556 Shares 5,790 Est. Cost $89.12 Unrealized +9.5%
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $535 Shares 5,950 Est. Cost $36.97 Unrealized
UPS UNITED PARCEL SERVICE-CL B 0.1%
Value ($000) $529 Shares 4,530 Est. Cost $74.86 Unrealized +18.1%
EATON CORP PLC 0.1%
Value ($000) $520 Shares 6,000 Est. Cost $62.50 Unrealized
EXPEDIA GROUP INC 0.1%
Value ($000) $513 Shares 3,932 Est. Cost $119.96 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $512 Shares 10,576 Est. Cost $33.98 Unrealized +52.7%
IVE ISHARES S&P 500 VALUE INDEX ET 0.1%
Value ($000) $504 Shares 4,350 Est. Cost $109.28 Unrealized
VECTREN CORP COM 0.1%
Value ($000) $503 Shares 7,040 Est. Cost $33.86 Unrealized
WORLDPAY, INC. CLASS A 0.1%
Value ($000) $503 Shares 4,970 Est. Cost $82.22 Unrealized
EEM ISHARES MSCI EMERGING MKT INDE 0.1%
Value ($000) $492 Shares 11,467 Est. Cost $46.46 Unrealized
ATR APTARGROUP INC COM 0.1%
Value ($000) $487 Shares 4,520 Est. Cost $57.51 Unrealized +62.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $463 Shares 5,995 Est. Cost $53.16 Unrealized +6.9%
ADI ANALOG DEVICES COM 0.1%
Value ($000) $462 Shares 5,000 Est. Cost $35.27 Unrealized +137.6%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.1%
Value ($000) $457 Shares 9,205 Est. Cost $28.75 Unrealized +48.6%
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $457 Shares 3,057 Est. Cost $106.39 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $440 Shares 3,450 Est. Cost $51.64 Unrealized +77.0%
LKQ LKQ CORP COM 0.0%
Value ($000) $412 Shares 13,000 Est. Cost $29.58 Unrealized +0.9%
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $411 Shares 1,864 Est. Cost $206.62 Unrealized
INGERSOLL-RAND PLC SHS USD1 0.0%
Value ($000) $401 Shares 3,920 Est. Cost $85.61 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $396 Shares 2,000 Est. Cost $30.49 Unrealized +56.8%
IQVIA HOLDINGS INC 0.0%
Value ($000) $389 Shares 3,000 Est. Cost $98.00 Unrealized
ISHARES GOLD TRUST 0.0%
Value ($000) $388 Shares 33,955 Est. Cost $12.87 Unrealized
HRB H & R BLOCK INC COM 0.0%
Value ($000) $386 Shares 15,000 Est. Cost $16.11 Unrealized +18.1%
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.0%
Value ($000) $377 Shares 16,700 Est. Cost $27.56 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $354 Shares 2,600 Est. Cost $60.41 Unrealized +81.2%
ALKERMES PLC 0.0%
Value ($000) $348 Shares 8,200 Est. Cost $48.96 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $346 Shares 12,120 Est. Cost $12.00 Unrealized +115.7%
DIS WALT DISNEY HOLDING CO 0.0%
Value ($000) $344 Shares 2,940 Est. Cost $98.85 Unrealized +7.8%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $344 Shares 7,000 Est. Cost $22.81 Unrealized +56.2%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $340 Shares 5,000 Est. Cost $67.00 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $338 Shares 5,700 Est. Cost $40.91 Unrealized +42.5%
F FORD MOTOR COMPANY COM 0.0%
Value ($000) $324 Shares 35,000 Est. Cost $7.61 Unrealized -9.9%
SXI STANDEX INTL CORP 0.0%
Value ($000) $318 Shares 3,050 Est. Cost $93.75 Unrealized +13.5%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $309 Shares 7,150 Est. Cost $44.24 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $297 Shares 3,855 Est. Cost $42.39 Unrealized +53.2%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $286 Shares 1,329 Est. Cost $190.41 Unrealized
HILLENBRAND INC COM 0.0%
Value ($000) $262 Shares 5,000 Est. Cost $44.80 Unrealized
AGIOS PHARMACEUTICALS INC 0.0%
Value ($000) $262 Shares 3,400 Est. Cost $81.76 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $261 Shares 1,390 Est. Cost $126.71 Unrealized +23.3%
MEDIDATA SOLUTIONS INC 0.0%
Value ($000) $257 Shares 3,500 Est. Cost $60.24 Unrealized
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $256 Shares 2,710 Est. Cost $71.83 Unrealized +19.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $245 Shares 1,000 Est. Cost $200.06 Unrealized +18.9%
IDEXX LABS INC COM 0.0%
Value ($000) $225 Shares 900 Est. Cost $250.00 Unrealized
IPG PHOTONICS CORP 0.0%
Value ($000) $218 Shares 1,400 Est. Cost $120.59 Unrealized
PDC ENERGY INC 0.0%
Value ($000) $216 Shares 4,413 Est. Cost $47.42 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $215 Shares 825 Est. Cost $220.32 Unrealized 0.0%
EMR EMERSON ELECTRIC CO COM 0.0%
Value ($000) $215 Shares 2,810 Est. Cost $41.54 Unrealized +49.1%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $210 Shares 3,700 Est. Cost $47.14 Unrealized -4.4%
AKAMAI TECHNOLOGIES 0.0%
Value ($000) $205 Shares 2,800 Est. Cost $73.21 Unrealized
EUROPEAN EQUITY FUND INC 0.0%
Value ($000) $102 Shares 10,880 Est. Cost $7.90 Unrealized
HALLADOR ENERGY CO 0.0%
Value ($000) $95 Shares 15,350 Est. Cost $5.09 Unrealized