S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Jul 23, 2019

Total Value ($000): $911,241 (100.0% shares, 0.0% debt)

Holdings (186)

CHD CHURCH AND DWIGHT INC 5.7%
Value ($000) $52,251 Shares 715,186 Est. Cost $35.18 Unrealized +95.3%
ECL ECOLAB INC 5.2%
Value ($000) $46,951 Shares 237,798 Est. Cost $74.93 Unrealized +131.2%
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.5%
Value ($000) $41,194 Shares 193,247 Est. Cost $110.02 Unrealized +88.1%
ADP AUTOMATIC DATA PROCESSING INC 4.2%
Value ($000) $37,949 Shares 229,535 Est. Cost $45.75 Unrealized +208.1%
MERCK & CO INC 3.5%
Value ($000) $32,278 Shares 384,947 Est. Cost $46.78 Unrealized
MOS MOSAIC CO 3.4%
Value ($000) $30,562 Shares 1,221,015 Est. Cost $22.12 Unrealized -2.5%
JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $28,797 Shares 206,754 Est. Cost $60.16 Unrealized +90.8%
ABT ABBOTT LABS 2.6%
Value ($000) $23,431 Shares 278,610 Est. Cost $29.25 Unrealized +140.0%
LBRDK LIBERTY BROADBAND SER C 2.4%
Value ($000) $22,025 Shares 211,328 Est. Cost $47.03 Unrealized +96.3%
APD AIR PRODUCTS & CHEMICALS INC C 2.3%
Value ($000) $21,383 Shares 94,459 Est. Cost $63.74 Unrealized +176.5%
PIONEER NATURAL RESOURCES CO 2.1%
Value ($000) $19,452 Shares 126,425 Est. Cost $150.49 Unrealized
MEDTRONIC PLC 2.1%
Value ($000) $19,378 Shares 198,970 Est. Cost $77.99 Unrealized
AAPL APPLE INC 2.1%
Value ($000) $19,174 Shares 96,878 Est. Cost $18.97 Unrealized +145.7%
LILA LIBERTY LATIN AMERICA LTD CL A 2.1%
Value ($000) $19,052 Shares 1,105,719 Est. Cost $19.85 Unrealized -9.2%
LIBERTY MEDIA CORP DELAWARE CO 2.1%
Value ($000) $18,994 Shares 500,117 Est. Cost $30.87 Unrealized
EXXON MOBIL CORP COM 2.0%
Value ($000) $18,024 Shares 235,205 Est. Cost $90.44 Unrealized
BMY BRISTOL MYERS SQUIBB 2.0%
Value ($000) $17,842 Shares 393,430 Est. Cost $39.72 Unrealized -9.1%
CAT CATERPILLAR INC COM 2.0%
Value ($000) $17,817 Shares 130,726 Est. Cost $61.62 Unrealized +86.1%
PEP PEPSICO INC 1.7%
Value ($000) $15,873 Shares 121,047 Est. Cost $57.33 Unrealized +82.7%
MSFT MICROSOFT CORP 1.6%
Value ($000) $14,832 Shares 110,718 Est. Cost $40.99 Unrealized +191.6%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $14,704 Shares 50,069 Est. Cost $95.72 Unrealized +182.8%
GCI LIBERTY INC CL A 1.4%
Value ($000) $13,002 Shares 211,548 Est. Cost $52.30 Unrealized
CISCO SYSTEMS INC COM 1.3%
Value ($000) $11,602 Shares 211,992 Est. Cost $24.51 Unrealized
LIBERTY GLOBAL PLC- C 1.3%
Value ($000) $11,595 Shares 437,035 Est. Cost $30.19 Unrealized
UNP UNION PACIFIC CORP 1.3%
Value ($000) $11,391 Shares 67,357 Est. Cost $65.63 Unrealized +125.1%
FUL FULLER H B CO 1.2%
Value ($000) $11,325 Shares 244,084 Est. Cost $37.69 Unrealized +12.1%
3M COMPANY COM 1.1%
Value ($000) $9,917 Shares 57,210 Est. Cost $114.95 Unrealized
LBRDA LIBERTY BROADBAND-A 1.0%
Value ($000) $9,343 Shares 90,848 Est. Cost $46.83 Unrealized +96.6%
EQT EQT CORP 1.0%
Value ($000) $9,308 Shares 588,759 Est. Cost $20.43 Unrealized -12.8%
LIONS GATE ENTERTAINMENT CORP 1.0%
Value ($000) $9,265 Shares 797,996 Est. Cost $21.20 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $9,031 Shares 8,355 Est. Cost $37.84 Unrealized +51.3%
CHTR CHARTER COMMUNICATIONS INC 1.0%
Value ($000) $8,989 Shares 22,747 Est. Cost $344.62 Unrealized +8.7%
BSX BOSTON SCIENTIFIC CORP 0.9%
Value ($000) $7,935 Shares 184,622 Est. Cost $9.78 Unrealized +293.2%
PARSLEY ENERGY INC CL A 0.8%
Value ($000) $7,687 Shares 404,354 Est. Cost $22.71 Unrealized
QURATE RETAIL INC 0.8%
Value ($000) $7,358 Shares 593,840 Est. Cost $25.17 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $7,185 Shares 6,636 Est. Cost $54.86 Unrealized +4.7%
LIBERTY SIRIUSXM GROUP 0.8%
Value ($000) $6,881 Shares 181,983 Est. Cost $32.69 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $6,716 Shares 53,966 Est. Cost $71.37 Unrealized +26.4%
CAMECO CORP COM 0.7%
Value ($000) $6,391 Shares 595,640 Est. Cost $11.73 Unrealized
INTC INTEL CORP 0.7%
Value ($000) $6,347 Shares 132,587 Est. Cost $17.18 Unrealized +150.9%
C CITIGROUP INC COM NEW 0.6%
Value ($000) $5,322 Shares 76,003 Est. Cost $38.20 Unrealized +38.5%
WFC WELLS FARGO & CO 0.6%
Value ($000) $5,317 Shares 112,367 Est. Cost $27.55 Unrealized +41.9%
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.6%
Value ($000) $5,108 Shares 189,241 Est. Cost $29.26 Unrealized
AFL AFLAC INC COM 0.6%
Value ($000) $5,063 Shares 92,370 Est. Cost $29.08 Unrealized +51.6%
LINDE PLC 0.6%
Value ($000) $5,015 Shares 24,977 Est. Cost $175.91 Unrealized
LIBERTY FORMULA ONE SER C 0.5%
Value ($000) $4,610 Shares 123,229 Est. Cost $18.97 Unrealized
T AT&T INC 0.5%
Value ($000) $4,586 Shares 136,848 Est. Cost $15.70 Unrealized -4.0%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $4,133 Shares 142,514 Est. Cost $14.55 Unrealized +68.4%
ROL ROLLINS INC COM 0.5%
Value ($000) $4,109 Shares 114,545 Est. Cost $12.53 Unrealized +89.8%
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,055 Shares 19,500 Est. Cost $58.45 Unrealized +190.1%
GENERAL ELEC CO 0.4%
Value ($000) $3,903 Shares 371,705 Est. Cost $23.09 Unrealized
ATHENE HOLDING LTD. CLASS A 0.4%
Value ($000) $3,813 Shares 88,545 Est. Cost $41.62 Unrealized
CERNER CORP 0.4%
Value ($000) $3,795 Shares 51,774 Est. Cost $62.50 Unrealized
OKTA OKTA, INC. 0.4%
Value ($000) $3,792 Shares 30,700 Est. Cost $40.18 Unrealized +170.1%
WEC ENERGY GROUP INC COM 0.4%
Value ($000) $3,733 Shares 44,772 Est. Cost $44.98 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.4%
Value ($000) $3,707 Shares 27,817 Est. Cost $63.31 Unrealized +61.4%
META FACEBOOK INC CL A 0.4%
Value ($000) $3,519 Shares 18,234 Est. Cost $175.95 Unrealized +3.1%
WORKDAY INC A 0.4%
Value ($000) $3,375 Shares 16,417 Est. Cost $80.44 Unrealized
XRAY DENTSPLY SIRONA INC COM 0.4%
Value ($000) $3,339 Shares 57,210 Est. Cost $53.81 Unrealized -0.2%
SYK STRYKER CORP. 0.4%
Value ($000) $3,196 Shares 15,545 Est. Cost $64.25 Unrealized +176.7%
PURE STORAGE, INC. 0.3%
Value ($000) $3,140 Shares 205,633 Est. Cost $20.33 Unrealized
BEN FRANKLIN RESOURCES INC 0.3%
Value ($000) $3,122 Shares 89,727 Est. Cost $22.72 Unrealized +8.6%
CHUBB LIMITED 0.3%
Value ($000) $3,115 Shares 21,150 Est. Cost $121.02 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $2,795 Shares 24,271 Est. Cost $68.52 Unrealized
SPDR GOLD TRUST 0.3%
Value ($000) $2,777 Shares 20,850 Est. Cost $119.07 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,673 Shares 23,912 Est. Cost $91.32 Unrealized +0.8%
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $2,563 Shares 30,902 Est. Cost $36.54 Unrealized +77.8%
TE CONNECTIVITY LTD 0.3%
Value ($000) $2,499 Shares 26,093 Est. Cost $62.15 Unrealized
VWO VANGUARD INTL EQUITY INDEXFUND 0.3%
Value ($000) $2,488 Shares 58,495 Est. Cost $39.09 Unrealized
STERICYCLE INC 0.3%
Value ($000) $2,364 Shares 49,504 Est. Cost $96.92 Unrealized
LIBERTY EXPEDIA HOLDINGS A 0.3%
Value ($000) $2,344 Shares 49,055 Est. Cost $39.67 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.3%
Value ($000) $2,342 Shares 45,935 Est. Cost $51.48 Unrealized
GIS GENERAL MILLS INC COM 0.3%
Value ($000) $2,284 Shares 43,480 Est. Cost $32.94 Unrealized +25.1%
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2,196 Shares 40,000 Est. Cost $53.07 Unrealized
KMPR KEMPER CORP 0.2%
Value ($000) $2,185 Shares 25,321 Est. Cost $76.71 Unrealized +11.4%
VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $2,164 Shares 84,657 Est. Cost $27.07 Unrealized
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2,127 Shares 11,869 Est. Cost $160.41 Unrealized
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $2,052 Shares 9,882 Est. Cost $73.66 Unrealized +130.4%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2,019 Shares 14,644 Est. Cost $118.23 Unrealized -16.6%
WAT WATERS CORP COM 0.2%
Value ($000) $1,982 Shares 9,210 Est. Cost $96.87 Unrealized +125.6%
AGCO AGCO CORP COM 0.2%
Value ($000) $1,934 Shares 24,928 Est. Cost $42.81 Unrealized +37.8%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,885 Shares 17,187 Est. Cost $58.28 Unrealized +55.3%
LIBERTY LATIN AMERICA LTD 0.2%
Value ($000) $1,883 Shares 109,534 Est. Cost $19.89 Unrealized
LIBERTY MEDIA SERIES A FORMULA 0.2%
Value ($000) $1,754 Shares 48,910 Est. Cost $19.15 Unrealized
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.2%
Value ($000) $1,620 Shares 46,000 Est. Cost $36.86 Unrealized
LIONS GATE ENTERTAINMENT CORP 0.2%
Value ($000) $1,587 Shares 129,540 Est. Cost $26.90 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $1,560 Shares 13,747 Est. Cost $75.66 Unrealized +31.2%
CTRA CABOT OIL & GAS CORP 0.2%
Value ($000) $1,503 Shares 65,470 Est. Cost $16.39 Unrealized +15.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.2%
Value ($000) $1,500 Shares 23,670 Est. Cost $64.03 Unrealized -7.2%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $1,423 Shares 12,432 Est. Cost $79.32 Unrealized +39.4%
AXALTA COATING SYSTEMS LTD SH 0.2%
Value ($000) $1,408 Shares 47,305 Est. Cost $27.12 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,342 Shares 6,584 Est. Cost $9.28 Unrealized +303.2%
CDK GLOBAL INC 0.1%
Value ($000) $1,327 Shares 26,849 Est. Cost $41.19 Unrealized
MRC GLOBAL INC 0.1%
Value ($000) $1,284 Shares 75,025 Est. Cost $20.75 Unrealized
BKF ISHARES FTSE BRIC INDEX ETF 0.1%
Value ($000) $1,284 Shares 30,265 Est. Cost $34.98 Unrealized
NUTRIEN LTD 0.1%
Value ($000) $1,283 Shares 24,000 Est. Cost $48.14 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,254 Shares 28,941 Est. Cost $17.59 Unrealized +66.1%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,246 Shares 4,715 Est. Cost $171.65 Unrealized +32.0%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,231 Shares 650 Est. Cost $58.80 Unrealized +58.4%
ADOBE INC 0.1%
Value ($000) $1,226 Shares 4,162 Est. Cost $103.24 Unrealized
ALLERGAN PLC. COM 0.1%
Value ($000) $1,159 Shares 6,925 Est. Cost $168.53 Unrealized
EATON VANCE CORP NON-VOTING CO 0.1%
Value ($000) $1,073 Shares 24,882 Est. Cost $37.83 Unrealized
CELGENE CORP COM 0.1%
Value ($000) $1,062 Shares 11,487 Est. Cost $102.68 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,051 Shares 6,057 Est. Cost $114.76 Unrealized +36.2%
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1,027 Shares 15,000 Est. Cost $49.60 Unrealized
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1,025 Shares 6,398 Est. Cost $84.08 Unrealized
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1,016 Shares 5,500 Est. Cost $94.00 Unrealized
LLY ELI LILLY & CO COM 0.1%
Value ($000) $997 Shares 8,995 Est. Cost $55.81 Unrealized +93.5%
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $974 Shares 20,000 Est. Cost $45.60 Unrealized
VANGUARD ENERGY ETF 0.1%
Value ($000) $931 Shares 10,945 Est. Cost $112.45 Unrealized
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $920 Shares 6,440 Est. Cost $77.26 Unrealized +48.8%
SUNTRUST BANKS INC COM 0.1%
Value ($000) $915 Shares 14,558 Est. Cost $41.46 Unrealized
CLOUDERA, INC. 0.1%
Value ($000) $904 Shares 171,847 Est. Cost $11.05 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $887 Shares 8,616 Est. Cost $70.42 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $869 Shares 16,440 Est. Cost $40.95 Unrealized +18.8%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $865 Shares 5,499 Est. Cost $142.50 Unrealized
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $861 Shares 10,000 Est. Cost $82.10 Unrealized
EISAI CO, SPONSORED ADR 0.1%
Value ($000) $791 Shares 14,000 Est. Cost $52.37 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $781 Shares 7,741 Est. Cost $63.20 Unrealized +47.9%
BA BOEING CO COM 0.1%
Value ($000) $735 Shares 2,020 Est. Cost $223.03 Unrealized +60.2%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $728 Shares 5,900 Est. Cost $62.76 Unrealized +71.2%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $712 Shares 10,841 Est. Cost $34.24 Unrealized +75.8%
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $694 Shares 4,600 Est. Cost $49.85 Unrealized +157.9%
NKE NIKE INC CL B 0.1%
Value ($000) $690 Shares 8,220 Est. Cost $54.73 Unrealized +40.8%
FXI ISHARES FTSE/XINHUA CHINA 25 I 0.1%
Value ($000) $663 Shares 15,500 Est. Cost $32.52 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $642 Shares 5,050 Est. Cost $120.76 Unrealized
SLB SCHLUMBERGER LTD NV COM 0.1%
Value ($000) $616 Shares 15,500 Est. Cost $50.09 Unrealized -32.8%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.1%
Value ($000) $609 Shares 9,205 Est. Cost $28.75 Unrealized +89.3%
LIBERTY BRAVES GROUP-C 0.1%
Value ($000) $600 Shares 21,440 Est. Cost $14.98 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $591 Shares 3,898 Est. Cost $113.46 Unrealized +36.5%
AKAMAI TECHNOLOGIES 0.1%
Value ($000) $585 Shares 7,301 Est. Cost $71.90 Unrealized
NATIONAL OILWELL VARCO INC COM 0.1%
Value ($000) $568 Shares 25,545 Est. Cost $58.45 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL 0.1%
Value ($000) $565 Shares 5,790 Est. Cost $89.12 Unrealized +10.2%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $564 Shares 5,000 Est. Cost $35.27 Unrealized +172.1%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $547 Shares 4,200 Est. Cost $104.59 Unrealized
ATR APTARGROUP INC COM 0.1%
Value ($000) $537 Shares 4,320 Est. Cost $57.51 Unrealized +82.1%
EATON CORP PLC 0.1%
Value ($000) $520 Shares 6,240 Est. Cost $63.25 Unrealized
IVE ISHARES S&P 500 VALUE INDEX ET 0.1%
Value ($000) $507 Shares 4,350 Est. Cost $109.28 Unrealized
EXPEDIA GROUP INC 0.1%
Value ($000) $499 Shares 3,752 Est. Cost $119.96 Unrealized
INGERSOLL-RAND PLC SHS USD1 0.1%
Value ($000) $497 Shares 3,920 Est. Cost $85.61 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $496 Shares 17,200 Est. Cost $27.57 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $493 Shares 32,000 Est. Cost $14.08 Unrealized -22.1%
EEM ISHARES MSCI EMERGING MKT INDE 0.1%
Value ($000) $492 Shares 11,467 Est. Cost $46.46 Unrealized
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $485 Shares 5,950 Est. Cost $36.97 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $483 Shares 3,000 Est. Cost $98.00 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $475 Shares 2,000 Est. Cost $30.49 Unrealized +69.8%
UPS UNITED PARCEL SERVICE-CL B 0.1%
Value ($000) $463 Shares 4,480 Est. Cost $74.94 Unrealized +6.9%
ISHARES GOLD TRUST 0.1%
Value ($000) $462 Shares 34,240 Est. Cost $12.86 Unrealized
AA ALCOA INC 0.0%
Value ($000) $451 Shares 19,270 Est. Cost $25.90 Unrealized -8.1%
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $451 Shares 3,002 Est. Cost $106.39 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $448 Shares 6,625 Est. Cost $53.05 Unrealized -4.2%
SVB FINL GROUP 0.0%
Value ($000) $445 Shares 1,980 Est. Cost $240.10 Unrealized
HRB H & R BLOCK INC COM 0.0%
Value ($000) $440 Shares 15,000 Est. Cost $16.11 Unrealized +28.6%
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $417 Shares 7,456 Est. Cost $86.56 Unrealized
DIS WALT DISNEY HOLDING CO 0.0%
Value ($000) $411 Shares 2,940 Est. Cost $98.85 Unrealized +29.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $396 Shares 7,263 Est. Cost $41.94 Unrealized +3.9%
LIVENT CORP. 0.0%
Value ($000) $363 Shares 52,486 Est. Cost $9.98 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $357 Shares 2,600 Est. Cost $60.41 Unrealized +72.4%
LKQ LKQ CORP COM 0.0%
Value ($000) $346 Shares 13,000 Est. Cost $29.58 Unrealized -15.0%
CONCHO RESOURCES INC 0.0%
Value ($000) $340 Shares 3,300 Est. Cost $110.80 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $337 Shares 5,700 Est. Cost $40.91 Unrealized +36.7%
NVRI HARSCO CORP 0.0%
Value ($000) $333 Shares 12,120 Est. Cost $12.00 Unrealized +103.6%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $329 Shares 5,000 Est. Cost $67.00 Unrealized
MEDIDATA SOLUTIONS INC 0.0%
Value ($000) $317 Shares 3,500 Est. Cost $60.24 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $316 Shares 3,855 Est. Cost $42.39 Unrealized +61.6%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $310 Shares 3,700 Est. Cost $47.14 Unrealized +44.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $303 Shares 7,000 Est. Cost $22.81 Unrealized +37.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $302 Shares 2,372 Est. Cost $110.25 Unrealized +1.3%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $298 Shares 7,150 Est. Cost $44.24 Unrealized
WORLDPAY, INC. CLASS A 0.0%
Value ($000) $267 Shares 2,175 Est. Cost $82.22 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $267 Shares 1,329 Est. Cost $190.41 Unrealized
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $266 Shares 38,100 Est. Cost $14.98 Unrealized -42.0%
REDFIN CORP. 0.0%
Value ($000) $263 Shares 14,643 Est. Cost $20.25 Unrealized
OXY OCCIDENTAL PETROLEUM CORP COM 0.0%
Value ($000) $257 Shares 5,120 Est. Cost $59.52 Unrealized -18.0%
EOG EOG RESOURCES INC 0.0%
Value ($000) $247 Shares 2,650 Est. Cost $51.64 Unrealized +36.2%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $228 Shares 1,390 Est. Cost $126.71 Unrealized +18.3%
SXI STANDEX INTL CORP 0.0%
Value ($000) $223 Shares 3,050 Est. Cost $93.75 Unrealized -24.6%
WMT WALMART STORES INC COM 0.0%
Value ($000) $221 Shares 2,000 Est. Cost $31.30 Unrealized 0.0%
IPG PHOTONICS CORP 0.0%
Value ($000) $216 Shares 1,400 Est. Cost $151.43 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $216 Shares 1,000 Est. Cost $198.07 Unrealized +9.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $215 Shares 2,438 Est. Cost $63.89 Unrealized +6.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $208 Shares 825 Est. Cost $212.74 Unrealized -1.4%
ALKERMES PLC 0.0%
Value ($000) $207 Shares 9,200 Est. Cost $46.09 Unrealized
EUROPEAN EQUITY FUND INC 0.0%
Value ($000) $96 Shares 10,880 Est. Cost $7.90 Unrealized
CRAFT DISTILLERS COMMON STOCK 0.0%
Value ($000) $11 Shares 10,625 Est. Cost $1.04 Unrealized
ALAMBIC INC 0.0%
Value ($000) $11 Shares 10,849 Est. Cost $1.01 Unrealized