S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 24, 2020

Total Value ($000): $958,474 (100.0% shares, 0.0% debt)

Holdings (179)

CHD CHURCH AND DWIGHT INC 5.2%
Value ($000) $50,038 Shares 711,371 Est. Cost $35.18 Unrealized +87.7%
ECL ECOLAB INC 4.8%
Value ($000) $45,819 Shares 237,415 Est. Cost $74.93 Unrealized +137.1%
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.6%
Value ($000) $44,105 Shares 194,725 Est. Cost $110.02 Unrealized +97.4%
ADP AUTOMATIC DATA PROCESSING INC 4.1%
Value ($000) $39,107 Shares 229,369 Est. Cost $45.75 Unrealized +217.1%
MERCK & CO INC 3.7%
Value ($000) $35,218 Shares 387,224 Est. Cost $46.78 Unrealized
JNJ JOHNSON & JOHNSON 3.1%
Value ($000) $30,019 Shares 205,790 Est. Cost $60.16 Unrealized +89.7%
AAPL APPLE INC 3.1%
Value ($000) $29,544 Shares 100,611 Est. Cost $20.27 Unrealized +206.0%
LBRDK LIBERTY BROADBAND SER C 2.8%
Value ($000) $26,565 Shares 211,254 Est. Cost $47.03 Unrealized +131.9%
BMY BRISTOL MYERS SQUIBB 2.7%
Value ($000) $26,004 Shares 405,114 Est. Cost $39.78 Unrealized +13.6%
LIBERTY MEDIA CORP. SERIES C S 2.6%
Value ($000) $24,723 Shares 513,572 Est. Cost $31.16 Unrealized
ABT ABBOTT LABS 2.5%
Value ($000) $24,426 Shares 281,211 Est. Cost $29.25 Unrealized +157.4%
LILA LIBERTY LATIN AMERICA LTD CL A 2.4%
Value ($000) $23,273 Shares 1,205,860 Est. Cost $19.58 Unrealized -12.6%
MEDTRONIC PLC 2.4%
Value ($000) $22,734 Shares 200,385 Est. Cost $77.99 Unrealized
MOS MOSAIC CO 2.4%
Value ($000) $22,559 Shares 1,042,485 Est. Cost $22.02 Unrealized -20.0%
APD AIR PRODUCTS & CHEMICALS INC C 2.3%
Value ($000) $22,193 Shares 94,442 Est. Cost $63.74 Unrealized +204.6%
PIONEER NATURAL RESOURCES CO 2.1%
Value ($000) $20,265 Shares 133,874 Est. Cost $149.33 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $20,209 Shares 128,146 Est. Cost $54.17 Unrealized +157.0%
CAT CATERPILLAR INC COM 2.0%
Value ($000) $19,471 Shares 131,844 Est. Cost $62.34 Unrealized +97.3%
PEP PEPSICO INC 1.7%
Value ($000) $16,338 Shares 119,547 Est. Cost $57.33 Unrealized +96.7%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $15,957 Shares 49,119 Est. Cost $95.72 Unrealized +211.7%
EXXON MOBIL CORP COM 1.7%
Value ($000) $15,947 Shares 228,538 Est. Cost $90.44 Unrealized
GCI LIBERTY INC CL A 1.6%
Value ($000) $14,956 Shares 211,092 Est. Cost $52.30 Unrealized
FUL FULLER H B CO 1.3%
Value ($000) $12,639 Shares 245,077 Est. Cost $37.74 Unrealized +21.2%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $12,158 Shares 67,247 Est. Cost $65.63 Unrealized +127.6%
LBRDA LIBERTY BROADBAND-A 1.2%
Value ($000) $11,304 Shares 90,752 Est. Cost $46.83 Unrealized +131.7%
CHTR CHARTER COMMUNICATIONS INC 1.2%
Value ($000) $11,034 Shares 22,747 Est. Cost $344.62 Unrealized +33.5%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $11,033 Shares 8,252 Est. Cost $37.84 Unrealized +69.3%
CISCO SYSTEMS INC COM 1.1%
Value ($000) $10,165 Shares 211,952 Est. Cost $24.51 Unrealized
3M COMPANY COM 1.0%
Value ($000) $9,886 Shares 56,035 Est. Cost $114.95 Unrealized
LIBERTY GLOBAL PLC- C 1.0%
Value ($000) $9,796 Shares 449,450 Est. Cost $30.05 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.9%
Value ($000) $8,982 Shares 6,706 Est. Cost $54.86 Unrealized +16.7%
LIBERTY SIRIUSXM GROUP 0.9%
Value ($000) $8,784 Shares 181,703 Est. Cost $32.69 Unrealized
PARSLEY ENERGY INC CL A 0.9%
Value ($000) $8,593 Shares 454,406 Est. Cost $22.17 Unrealized
EQT EQT CORP 0.9%
Value ($000) $8,303 Shares 761,780 Est. Cost $18.19 Unrealized -49.8%
INTC INTEL CORP 0.9%
Value ($000) $8,182 Shares 136,705 Est. Cost $18.04 Unrealized +173.1%
BSX BOSTON SCIENTIFIC CORP 0.8%
Value ($000) $8,060 Shares 178,247 Est. Cost $9.78 Unrealized +327.8%
LIONS GATE ENTERTAINMENT CORP 0.8%
Value ($000) $7,213 Shares 726,396 Est. Cost $19.21 Unrealized
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $6,505 Shares 53,975 Est. Cost $71.37 Unrealized +25.7%
C CITIGROUP INC COM NEW 0.6%
Value ($000) $6,072 Shares 76,003 Est. Cost $38.20 Unrealized +55.2%
WFC WELLS FARGO & CO 0.6%
Value ($000) $5,977 Shares 111,094 Est. Cost $27.55 Unrealized +62.3%
LIBERTY FORMULA ONE SER C 0.6%
Value ($000) $5,656 Shares 123,053 Est. Cost $18.97 Unrealized
CAMECO CORP COM 0.6%
Value ($000) $5,510 Shares 619,085 Est. Cost $11.65 Unrealized
LINDE PLC 0.6%
Value ($000) $5,318 Shares 24,977 Est. Cost $175.91 Unrealized
T AT&T INC 0.5%
Value ($000) $5,220 Shares 133,583 Est. Cost $15.70 Unrealized +20.2%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $5,040 Shares 143,114 Est. Cost $14.55 Unrealized +91.0%
AFL AFLAC INC COM 0.5%
Value ($000) $4,876 Shares 92,170 Est. Cost $29.08 Unrealized +57.7%
GENERAL ELEC CO 0.5%
Value ($000) $4,345 Shares 389,305 Est. Cost $22.37 Unrealized
ATHENE HOLDING LTD. CLASS A 0.4%
Value ($000) $4,164 Shares 88,545 Est. Cost $41.62 Unrealized
WEC ENERGY GROUP INC COM 0.4%
Value ($000) $4,129 Shares 44,772 Est. Cost $44.98 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $4,062 Shares 18,600 Est. Cost $58.45 Unrealized +233.6%
KMB KIMBERLY-CLARK CORP COM 0.4%
Value ($000) $3,826 Shares 27,817 Est. Cost $63.31 Unrealized +71.8%
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.4%
Value ($000) $3,803 Shares 167,251 Est. Cost $29.21 Unrealized
ROL ROLLINS INC COM 0.4%
Value ($000) $3,798 Shares 114,545 Est. Cost $12.53 Unrealized +75.6%
META FACEBOOK INC CL A 0.4%
Value ($000) $3,743 Shares 18,234 Est. Cost $175.95 Unrealized +9.3%
CERNER CORP 0.4%
Value ($000) $3,741 Shares 50,974 Est. Cost $62.50 Unrealized
PURE STORAGE, INC. 0.4%
Value ($000) $3,518 Shares 205,633 Est. Cost $20.33 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,298 Shares 23,655 Est. Cost $91.32 Unrealized +19.0%
CHUBB LIMITED 0.3%
Value ($000) $3,265 Shares 20,975 Est. Cost $121.02 Unrealized
SYK STRYKER CORP. 0.3%
Value ($000) $3,264 Shares 15,545 Est. Cost $64.25 Unrealized +202.2%
DENTSPLY SIRONA INC COM 0.3%
Value ($000) $3,192 Shares 56,410 Est. Cost $53.31 Unrealized
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $3,085 Shares 30,902 Est. Cost $36.54 Unrealized +112.7%
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $3,026 Shares 24,271 Est. Cost $68.52 Unrealized
SPDR GOLD TRUST 0.3%
Value ($000) $2,985 Shares 20,890 Est. Cost $119.07 Unrealized
WORKDAY INC A 0.3%
Value ($000) $2,700 Shares 16,417 Est. Cost $80.44 Unrealized
OKTA OKTA, INC. 0.3%
Value ($000) $2,656 Shares 23,025 Est. Cost $40.18 Unrealized +186.5%
STERICYCLE INC 0.3%
Value ($000) $2,474 Shares 38,774 Est. Cost $96.92 Unrealized
VANECK VECTORS GOLD MINERS ETF 0.3%
Value ($000) $2,459 Shares 83,971 Est. Cost $27.07 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.3%
Value ($000) $2,442 Shares 45,440 Est. Cost $51.48 Unrealized
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2,344 Shares 40,000 Est. Cost $53.07 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $2,329 Shares 43,480 Est. Cost $32.94 Unrealized +29.9%
TE CONNECTIVITY LTD 0.2%
Value ($000) $2,290 Shares 23,898 Est. Cost $62.15 Unrealized
LIBERTY LATIN AMERICA LTD 0.2%
Value ($000) $2,225 Shares 114,319 Est. Cost $19.87 Unrealized
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $2,192 Shares 84,362 Est. Cost $22.72 Unrealized -11.8%
WAT WATERS CORP COM 0.2%
Value ($000) $2,152 Shares 9,210 Est. Cost $96.87 Unrealized +128.0%
VWO VANGUARD FTSE EMERGING MARKET 0.2%
Value ($000) $2,124 Shares 47,765 Est. Cost $39.09 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,116 Shares 16,941 Est. Cost $58.74 Unrealized +79.2%
LIBERTY MEDIA SERIES A FORMULA 0.2%
Value ($000) $2,079 Shares 47,498 Est. Cost $19.15 Unrealized
EXPEDIA GROUP INC COM 0.2%
Value ($000) $2,049 Shares 18,948 Est. Cost $131.88 Unrealized
CLOUDERA, INC. 0.2%
Value ($000) $1,999 Shares 171,847 Est. Cost $11.05 Unrealized
KMPR KEMPER CORP 0.2%
Value ($000) $1,962 Shares 25,321 Est. Cost $76.71 Unrealized -2.8%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $1,954 Shares 14,579 Est. Cost $118.23 Unrealized -15.5%
AGCO AGCO CORP COM 0.2%
Value ($000) $1,926 Shares 24,928 Est. Cost $42.81 Unrealized +49.0%
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.2%
Value ($000) $1,865 Shares 46,000 Est. Cost $36.86 Unrealized
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $1,830 Shares 9,449 Est. Cost $160.41 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $1,819 Shares 13,747 Est. Cost $75.66 Unrealized +56.1%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,739 Shares 7,519 Est. Cost $12.83 Unrealized +194.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.2%
Value ($000) $1,646 Shares 26,540 Est. Cost $63.32 Unrealized -11.0%
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $1,638 Shares 8,287 Est. Cost $73.66 Unrealized +133.4%
QURATE RETAIL INC 0.2%
Value ($000) $1,515 Shares 179,705 Est. Cost $25.17 Unrealized
CDK GLOBAL INC 0.2%
Value ($000) $1,467 Shares 26,829 Est. Cost $41.19 Unrealized
AXALTA COATING SYSTEMS LTD SH 0.2%
Value ($000) $1,438 Shares 47,305 Est. Cost $27.12 Unrealized
ADOBE INC 0.1%
Value ($000) $1,373 Shares 4,162 Est. Cost $103.24 Unrealized
BKF ISHARES FTSE BRIC INDEX ETF 0.1%
Value ($000) $1,371 Shares 30,265 Est. Cost $34.98 Unrealized
EATON VANCE CORP NON-VOTING CO 0.1%
Value ($000) $1,329 Shares 28,465 Est. Cost $38.73 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,299 Shares 12,007 Est. Cost $79.32 Unrealized +31.1%
AMZN AMAZON.COM INC 0.1%
Value ($000) $1,214 Shares 657 Est. Cost $59.17 Unrealized +49.6%
LLY ELI LILLY & CO COM 0.1%
Value ($000) $1,182 Shares 8,995 Est. Cost $55.81 Unrealized +92.7%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,165 Shares 3,965 Est. Cost $172.54 Unrealized +57.4%
PFE PFIZER INC 0.1%
Value ($000) $1,134 Shares 28,941 Est. Cost $17.59 Unrealized +51.8%
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1,114 Shares 15,000 Est. Cost $49.60 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $1,076 Shares 20,000 Est. Cost $45.60 Unrealized
EISAI CO, SPONSORED ADR 0.1%
Value ($000) $1,057 Shares 14,000 Est. Cost $52.37 Unrealized
TRUIST FINANCIAL CORP 0.1%
Value ($000) $1,045 Shares 18,554 Est. Cost $56.32 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $1,032 Shares 8,616 Est. Cost $70.42 Unrealized
MRC GLOBAL INC 0.1%
Value ($000) $1,023 Shares 75,025 Est. Cost $20.75 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,004 Shares 16,440 Est. Cost $40.95 Unrealized +33.3%
DHR DANAHER CORP COM USD0.01 0.1%
Value ($000) $988 Shares 6,440 Est. Cost $77.26 Unrealized +59.2%
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $980 Shares 4,200 Est. Cost $94.00 Unrealized
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $979 Shares 5,363 Est. Cost $84.08 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $967 Shares 5,499 Est. Cost $142.50 Unrealized
DIS WALT DISNEY COMPANY 0.1%
Value ($000) $953 Shares 6,587 Est. Cost $119.25 Unrealized +13.8%
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $945 Shares 10,000 Est. Cost $82.10 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $931 Shares 4,957 Est. Cost $114.76 Unrealized +50.4%
NUTRIEN LTD 0.1%
Value ($000) $862 Shares 18,000 Est. Cost $48.14 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $832 Shares 6,946 Est. Cost $63.20 Unrealized +62.0%
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $826 Shares 4,600 Est. Cost $49.85 Unrealized +193.5%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $796 Shares 24,035 Est. Cost $31.38 Unrealized
SONY SONY CORPORATION Sponsored ADR 0.1%
Value ($000) $748 Shares 11,000 Est. Cost $59.91 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $734 Shares 5,900 Est. Cost $62.76 Unrealized +75.5%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $730 Shares 38,000 Est. Cost $13.75 Unrealized +5.7%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $689 Shares 5,050 Est. Cost $120.76 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL 0.1%
Value ($000) $680 Shares 5,790 Est. Cost $89.12 Unrealized +18.6%
FXI ISHARES FTSE/XINHUA CHINA 25 I 0.1%
Value ($000) $676 Shares 15,500 Est. Cost $32.52 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $660 Shares 11,791 Est. Cost $36.04 Unrealized +52.4%
BA BOEING CO COM 0.1%
Value ($000) $658 Shares 2,020 Est. Cost $223.03 Unrealized +57.4%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.1%
Value ($000) $655 Shares 9,205 Est. Cost $28.75 Unrealized +121.0%
SLB SCHLUMBERGER LTD NV COM 0.1%
Value ($000) $652 Shares 16,210 Est. Cost $48.60 Unrealized -36.8%
UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $641 Shares 4,280 Est. Cost $105.18 Unrealized
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $637 Shares 7,950 Est. Cost $47.83 Unrealized
LIBERTY BRAVES GROUP-C 0.1%
Value ($000) $632 Shares 21,386 Est. Cost $14.98 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $610 Shares 18,100 Est. Cost $27.57 Unrealized
EATON CORP PLC 0.1%
Value ($000) $600 Shares 6,330 Est. Cost $63.25 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $594 Shares 5,000 Est. Cost $35.27 Unrealized +186.0%
CRM SALESFORCE COM INC 0.1%
Value ($000) $582 Shares 3,578 Est. Cost $113.46 Unrealized +36.5%
IVE ISHARES S&P 500 VALUE INDEX ET 0.1%
Value ($000) $566 Shares 4,350 Est. Cost $109.28 Unrealized
INGERSOLL-RAND PLC SHS USD1 0.1%
Value ($000) $545 Shares 4,100 Est. Cost $86.90 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $531 Shares 7,153 Est. Cost $42.86 Unrealized +34.8%
EEM ISHARES MSCI EMERGING MKT INDE 0.1%
Value ($000) $515 Shares 11,467 Est. Cost $46.46 Unrealized
UPS UNITED PARCEL SERVICE-CL B 0.1%
Value ($000) $506 Shares 4,320 Est. Cost $74.94 Unrealized +23.9%
AKAMAI TECHNOLOGIES 0.1%
Value ($000) $501 Shares 5,801 Est. Cost $71.90 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $498 Shares 34,370 Est. Cost $12.86 Unrealized
SVB FINL GROUP 0.1%
Value ($000) $497 Shares 1,980 Est. Cost $240.10 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $485 Shares 2,962 Est. Cost $106.39 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $484 Shares 1,800 Est. Cost $30.49 Unrealized +103.0%
NKE NIKE INC CL B 0.0%
Value ($000) $468 Shares 4,620 Est. Cost $54.73 Unrealized +58.6%
LKQ LKQ CORP COM 0.0%
Value ($000) $464 Shares 13,000 Est. Cost $29.58 Unrealized +3.1%
IQVIA HOLDINGS INC 0.0%
Value ($000) $464 Shares 3,000 Est. Cost $98.00 Unrealized
KO COCA-COLA CO COM 0.0%
Value ($000) $464 Shares 8,387 Est. Cost $44.25 Unrealized +0.6%
LIVENT CORP. 0.0%
Value ($000) $462 Shares 54,051 Est. Cost $9.85 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $458 Shares 7,050 Est. Cost $52.93 Unrealized -3.1%
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $445 Shares 7,456 Est. Cost $86.56 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $415 Shares 2,600 Est. Cost $60.41 Unrealized +98.9%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $414 Shares 23,800 Est. Cost $16.39 Unrealized -20.2%
AA ALCOA INC 0.0%
Value ($000) $367 Shares 17,068 Est. Cost $25.90 Unrealized -23.7%
EFA ISHARES MSCI EAFE INDEX ETF 0.0%
Value ($000) $347 Shares 5,000 Est. Cost $67.00 Unrealized
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $334 Shares 2,372 Est. Cost $110.25 Unrealized +19.5%
ALKERMES PLC 0.0%
Value ($000) $330 Shares 16,200 Est. Cost $34.60 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $325 Shares 3,700 Est. Cost $47.14 Unrealized +58.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $322 Shares 3,855 Est. Cost $42.39 Unrealized +73.1%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $322 Shares 7,000 Est. Cost $22.81 Unrealized +39.8%
REDFIN CORP. 0.0%
Value ($000) $318 Shares 15,029 Est. Cost $21.16 Unrealized
HRB H & R BLOCK INC COM 0.0%
Value ($000) $317 Shares 13,500 Est. Cost $16.11 Unrealized +17.4%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $285 Shares 1,329 Est. Cost $190.41 Unrealized
NVRI HARSCO CORP 0.0%
Value ($000) $279 Shares 12,120 Est. Cost $12.00 Unrealized +74.2%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $271 Shares 6,150 Est. Cost $44.24 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $258 Shares 3,250 Est. Cost $92.65 Unrealized -18.0%
WMT WALMART STORES INC COM 0.0%
Value ($000) $238 Shares 2,000 Est. Cost $31.30 Unrealized +16.2%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $224 Shares 825 Est. Cost $212.74 Unrealized +6.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $223 Shares 2,000 Est. Cost $90.54 Unrealized +5.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $222 Shares 2,438 Est. Cost $63.89 Unrealized +12.4%
FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $211 Shares 1,518 Est. Cost $132.80 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $209 Shares 1,260 Est. Cost $128.58 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $203 Shares 1,000 Est. Cost $166.41 Unrealized 0.0%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $201 Shares 2,710 Est. Cost $62.38 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $200 Shares 830 Est. Cost $182.69 Unrealized 0.0%
RRC RANGE RESOURCES CORP 0.0%
Value ($000) $114 Shares 23,430 Est. Cost $14.98 Unrealized -73.1%
SIEMENS GAMESA RENEWABLE ENERG 0.0%
Value ($000) $46 Shares 13,000 Est. Cost $2.89 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