GRANDFIELD & DODD, LLC Diversified Active

CIK: 0001308016 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 4, 2022

Total Value ($000): $1,224,800 (100.0% shares, 0.0% debt)

Holdings (185)

MSFT MICROSOFT CORP 5.2%
Value ($000) $64,080 Shares 275,127 Est. Cost $27.05 Unrealized +849.6%
PAYX PAYCHEX INC 3.5%
Value ($000) $43,320 Shares 386,026 Est. Cost $29.01 Unrealized +286.4%
ADI ANALOG DEVICES INC 3.0%
Value ($000) $37,310 Shares 267,747 Est. Cost $38.01 Unrealized +291.9%
ALB ALBEMARLE CORP 3.0%
Value ($000) $36,460 Shares 137,888 Est. Cost $89.27 Unrealized +171.7%
DEO DIAGEO PLC 2.7%
Value ($000) $33,570 Shares 197,675 Est. Cost $134.85 Unrealized
ITW ILLINOIS TOOL WKS INC 2.6%
Value ($000) $31,690 Shares 175,442 Est. Cost $57.41 Unrealized +216.4%
LINDE PLC 2.6%
Value ($000) $31,490 Shares 116,795 Est. Cost $160.01 Unrealized
HRL HORMEL FOODS CORP 2.4%
Value ($000) $29,520 Shares 649,585 Est. Cost $24.41 Unrealized +77.1%
JCI JOHNSON CTLS INTL PLC 2.4%
Value ($000) $29,400 Shares 597,403 Est. Cost $33.83 Unrealized +46.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.4%
Value ($000) $28,790 Shares 107,822 Est. Cost $121.46 Unrealized +134.3%
CB CHUBB LIMITED 2.2%
Value ($000) $27,100 Shares 149,005 Est. Cost $123.37 Unrealized +47.3%
MRK MERCK & CO INC 2.2%
Value ($000) $26,940 Shares 312,808 Est. Cost $31.31 Unrealized +156.8%
VRSK VERISK ANALYTICS INC 2.1%
Value ($000) $25,350 Shares 148,644 Est. Cost $66.89 Unrealized +173.3%
ADSK AUTODESK INC 2.0%
Value ($000) $24,740 Shares 132,433 Est. Cost $41.21 Unrealized +390.3%
SNPS SYNOPSYS INC 2.0%
Value ($000) $24,730 Shares 80,955 Est. Cost $40.56 Unrealized +734.8%
RTX RAYTHEON TECHNOLOGIES CORP 2.0%
Value ($000) $23,920 Shares 292,227 Est. Cost $60.51 Unrealized +38.6%
ABBNY ABB LTD 1.9%
Value ($000) $23,230 Shares 905,237 Est. Cost $21.81 Unrealized
MTB M & T BK CORP 1.9%
Value ($000) $22,800 Shares 129,307 Est. Cost $124.37 Unrealized +27.1%
CACI CACI INTL INC 1.8%
Value ($000) $22,310 Shares 85,469 Est. Cost $73.90 Unrealized +281.3%
APD AIR PRODS & CHEMS INC 1.8%
Value ($000) $22,260 Shares 95,640 Est. Cost $83.00 Unrealized +172.7%
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $21,310 Shares 247,597 Est. Cost $39.95 Unrealized +121.5%
REGN REGENERON PHARMACEUTICALS 1.7%
Value ($000) $20,850 Shares 30,272 Est. Cost $448.33 Unrealized +39.6%
SYK STRYKER CORPORATION 1.7%
Value ($000) $20,740 Shares 102,420 Est. Cost $73.74 Unrealized +175.3%
UNILEVER PLC 1.7%
Value ($000) $20,480 Shares 467,199 Est. Cost $52.73 Unrealized
CVX CHEVRON CORP NEW 1.6%
Value ($000) $19,190 Shares 133,568 Est. Cost $72.09 Unrealized +84.2%
USB US BANCORP DEL 1.5%
Value ($000) $18,170 Shares 450,632 Est. Cost $36.31 Unrealized +8.0%
TRMB TRIMBLE INC 1.5%
Value ($000) $17,970 Shares 331,069 Est. Cost $30.65 Unrealized +106.3%
DVN DEVON ENERGY CORP NEW 1.5%
Value ($000) $17,880 Shares 297,356 Est. Cost $10.22 Unrealized +418.0%
MDT MEDTRONIC PLC 1.4%
Value ($000) $17,670 Shares 218,858 Est. Cost $61.58 Unrealized +31.2%
AMAT APPLIED MATLS INC 1.4%
Value ($000) $17,660 Shares 215,512 Est. Cost $12.22 Unrealized +665.3%
WY WEYERHAEUSER CO MTN BE 1.4%
Value ($000) $17,460 Shares 611,418 Est. Cost $23.45 Unrealized +28.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $17,290 Shares 105,834 Est. Cost $67.85 Unrealized +125.3%
DIS DISNEY WALT CO 1.4%
Value ($000) $17,220 Shares 182,502 Est. Cost $102.08 Unrealized +2.4%
GILD GILEAD SCIENCES INC 1.4%
Value ($000) $16,790 Shares 272,248 Est. Cost $52.86 Unrealized +5.5%
HXL HEXCEL CORP NEW 1.3%
Value ($000) $16,210 Shares 313,343 Est. Cost $47.14 Unrealized +23.5%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $15,420 Shares 122,102 Est. Cost $59.84 Unrealized +118.2%
AAPL APPLE INC 1.2%
Value ($000) $14,210 Shares 102,842 Est. Cost $85.04 Unrealized +81.4%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $13,820 Shares 158,270 Est. Cost $52.42 Unrealized +55.2%
PPG PPG INDS INC 1.1%
Value ($000) $13,490 Shares 121,872 Est. Cost $99.60 Unrealized +15.4%
ZBH ZIMMER BIOMET HOLDINGS INC 1.1%
Value ($000) $13,370 Shares 127,927 Est. Cost $102.44 Unrealized +3.9%
SNY SANOFI 1.1%
Value ($000) $12,920 Shares 339,926 Est. Cost $50.95 Unrealized
WLY WILEY JOHN & SONS INC 1.0%
Value ($000) $12,580 Shares 335,051 Est. Cost $31.84 Unrealized +31.3%
SHEL SHELL PLC 1.0%
Value ($000) $12,150 Shares 244,206 Est. Cost $54.70 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $10,890 Shares 21,465 Est. Cost $100.09 Unrealized +453.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $10,740 Shares 187,048 Est. Cost $58.79 Unrealized +5.3%
NVS NOVARTIS AG 0.9%
Value ($000) $10,580 Shares 139,203 Est. Cost $81.56 Unrealized
GLW CORNING INC 0.9%
Value ($000) $10,580 Shares 364,503 Est. Cost $16.86 Unrealized +82.4%
AZO AUTOZONE INC 0.8%
Value ($000) $9,790 Shares 4,569 Est. Cost $1836.34 Unrealized +18.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $8,130 Shares 20 Est. Cost $178745.47 Unrealized +139.5%
TDY TELEDYNE TECHNOLOGIES INC 0.6%
Value ($000) $7,570 Shares 22,423 Est. Cost $424.47 Unrealized -10.1%
BLKB BLACKBAUD INC 0.6%
Value ($000) $7,240 Shares 164,324 Est. Cost $70.16 Unrealized -23.2%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $6,960 Shares 21,209 Est. Cost $195.27 Unrealized
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $6,000 Shares 109,358 Est. Cost $23.16 Unrealized +144.4%
ALL ALLSTATE CORP 0.4%
Value ($000) $5,320 Shares 42,741 Est. Cost $37.12 Unrealized +208.7%
FDX FEDEX CORP 0.4%
Value ($000) $4,950 Shares 33,343 Est. Cost $113.18 Unrealized +73.0%
BC BRUNSWICK CORP 0.4%
Value ($000) $4,940 Shares 75,434 Est. Cost $45.52 Unrealized +52.8%
COP CONOCOPHILLIPS 0.4%
Value ($000) $4,660 Shares 45,534 Est. Cost $35.49 Unrealized +148.5%
ECL ECOLAB INC 0.4%
Value ($000) $4,460 Shares 30,896 Est. Cost $80.11 Unrealized +94.8%
PEP PEPSICO INC 0.4%
Value ($000) $4,430 Shares 27,162 Est. Cost $65.36 Unrealized +136.3%
IAC IAC INC 0.3%
Value ($000) $4,030 Shares 72,856 Est. Cost $85.84 Unrealized -34.4%
VMC VULCAN MATLS CO 0.3%
Value ($000) $3,910 Shares 24,786 Est. Cost $55.28 Unrealized +186.2%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,640 Shares 14,112 Est. Cost $52.17 Unrealized +361.4%
PFE PFIZER INC 0.3%
Value ($000) $3,620 Shares 82,694 Est. Cost $21.04 Unrealized +92.1%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,610 Shares 34,576 Est. Cost $82.59 Unrealized +27.9%
DOV DOVER CORP 0.3%
Value ($000) $3,300 Shares 28,273 Est. Cost $39.99 Unrealized +205.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $2,990 Shares 10,502 Est. Cost $274.26 Unrealized +18.6%
KO COCA COLA CO 0.2%
Value ($000) $2,950 Shares 52,621 Est. Cost $32.50 Unrealized +72.5%
NTR NUTRIEN LTD 0.2%
Value ($000) $2,580 Shares 30,960 Est. Cost $38.37 Unrealized +100.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,570 Shares 19,059 Est. Cost $64.50 Unrealized +124.7%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $2,490 Shares 8,603 Est. Cost $118.14 Unrealized +143.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $2,410 Shares 5,112 Est. Cost $285.06 Unrealized +74.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $2,260 Shares 8,199 Est. Cost $47.11 Unrealized +703.2%
AMGN AMGEN INC 0.2%
Value ($000) $2,180 Shares 9,678 Est. Cost $73.34 Unrealized +197.1%
SEAGEN INC 0.2%
Value ($000) $2,020 Shares 14,752 Est. Cost $174.03 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $1,970 Shares 20,520 Est. Cost $107.90 Unrealized +2.7%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,950 Shares 20,360 Est. Cost $106.96 Unrealized +2.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $1,810 Shares 29,187 Est. Cost $40.71 Unrealized +47.1%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,600 Shares 4,480 Est. Cost $328.52 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,560 Shares 6,881 Est. Cost $59.17 Unrealized +270.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,520 Shares 21,616 Est. Cost $45.43 Unrealized +59.5%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $1,520 Shares 14,279 Est. Cost $67.62 Unrealized +50.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,500 Shares 5,424 Est. Cost $91.64 Unrealized +195.4%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,430 Shares 8,577 Est. Cost $67.23 Unrealized +141.2%
ABT ABBOTT LABS 0.1%
Value ($000) $1,380 Shares 14,278 Est. Cost $34.45 Unrealized +190.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,350 Shares 19,012 Est. Cost $35.50 Unrealized +75.5%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $1,310 Shares 50,104 Est. Cost $25.97 Unrealized -4.8%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,310 Shares 11,611 Est. Cost $122.90 Unrealized +2.8%
FAST FASTENAL CO 0.1%
Value ($000) $1,310 Shares 28,446 Est. Cost $11.17 Unrealized +107.7%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,290 Shares 29,071 Est. Cost $44.98 Unrealized -6.3%
MMM 3M CO 0.1%
Value ($000) $1,280 Shares 11,624 Est. Cost $68.61 Unrealized +40.5%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $1,220 Shares 14,373 Est. Cost $84.79 Unrealized +5.0%
IVV ISHARES TR 0.1%
Value ($000) $1,070 Shares 2,972 Est. Cost $319.42 Unrealized
INCY INCYTE CORP 0.1%
Value ($000) $1,060 Shares 15,915 Est. Cost $73.34 Unrealized +0.7%
UNP UNION PAC CORP 0.1%
Value ($000) $1,020 Shares 5,257 Est. Cost $68.15 Unrealized +199.7%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,020 Shares 6,208 Est. Cost $151.94 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $960 Shares 13,064 Est. Cost $41.20 Unrealized +88.4%
EBAY EBAY INC. 0.1%
Value ($000) $940 Shares 25,489 Est. Cost $22.34 Unrealized +86.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $940 Shares 2,921 Est. Cost $55.53 Unrealized +454.8%
IWB ISHARES TR 0.1%
Value ($000) $900 Shares 4,564 Est. Cost $248.63 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $880 Shares 3,825 Est. Cost $113.64 Unrealized +107.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $840 Shares 7,425 Est. Cost $64.96 Unrealized +76.0%
TSLA TESLA INC 0.1%
Value ($000) $830 Shares 3,144 Est. Cost $230.20 Unrealized +21.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $810 Shares 4,311 Est. Cost $285.45 Unrealized -24.8%
ABBV ABBVIE INC 0.1%
Value ($000) $790 Shares 5,915 Est. Cost $50.97 Unrealized +149.4%
WAT WATERS CORP 0.1%
Value ($000) $780 Shares 2,910 Est. Cost $179.50 Unrealized +77.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $770 Shares 9,325 Est. Cost $50.45 Unrealized +60.4%
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $750 Shares 6,889 Est. Cost $100.68 Unrealized 0.0%
FUL FULLER H B CO 0.1%
Value ($000) $730 Shares 12,094 Est. Cost $33.69 Unrealized +80.7%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $720 Shares 9,208 Est. Cost $58.34 Unrealized +32.2%
HUBB HUBBELL INC 0.1%
Value ($000) $720 Shares 3,217 Est. Cost $81.00 Unrealized +146.8%
V VISA INC 0.1%
Value ($000) $710 Shares 3,988 Est. Cost $178.11 Unrealized +11.4%
TGT TARGET CORP 0.1%
Value ($000) $710 Shares 4,816 Est. Cost $71.50 Unrealized +99.9%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $700 Shares 3,149 Est. Cost $98.72 Unrealized +137.6%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $700 Shares 15,730 Est. Cost $46.98 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $690 Shares 12,665 Est. Cost $60.27 Unrealized
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $680 Shares 3,045 Est. Cost $203.61 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $670 Shares 11,034 Est. Cost $61.10 Unrealized +14.8%
BP BP PLC 0.1%
Value ($000) $660 Shares 22,993 Est. Cost $41.29 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $660 Shares 11,450 Est. Cost $55.98 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $660 Shares 6,667 Est. Cost $69.71 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $600 Shares 9,757 Est. Cost $62.95 Unrealized -31.4%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $500 Shares 2,018 Est. Cost $89.91 Unrealized +235.8%
LOW LOWES COS INC 0.0%
Value ($000) $490 Shares 2,606 Est. Cost $173.91 Unrealized +4.9%
DE DEERE & CO 0.0%
Value ($000) $480 Shares 1,437 Est. Cost $136.74 Unrealized +138.8%
NORDSTROM INC 0.0%
Value ($000) $450 Shares 26,827 Est. Cost $63.67 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $450 Shares 7,810 Est. Cost $25.01 Unrealized +124.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $450 Shares 1,757 Est. Cost $207.75 Unrealized +32.2%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $450 Shares 2,381 Est. Cost $182.61 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $440 Shares 2,554 Est. Cost $164.21 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $430 Shares 14,500 Est. Cost $34.59 Unrealized -2.6%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $430 Shares 2,024 Est. Cost $144.18 Unrealized +58.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $420 Shares 8,386 Est. Cost $27.19 Unrealized -18.2%
HSY HERSHEY CO 0.0%
Value ($000) $420 Shares 1,897 Est. Cost $95.32 Unrealized +115.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $410 Shares 590 Est. Cost $26.14 Unrealized +78.4%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $400 Shares 370 Est. Cost $1505.18 Unrealized -17.4%
DOW DOW INC 0.0%
Value ($000) $380 Shares 8,686 Est. Cost $36.64 Unrealized +13.2%
WMT WALMART INC 0.0%
Value ($000) $380 Shares 2,940 Est. Cost $41.10 Unrealized +2.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $370 Shares 3,086 Est. Cost $112.88 Unrealized +2.4%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $370 Shares 13,544 Est. Cost $24.45 Unrealized +14.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $360 Shares 4,240 Est. Cost $44.03 Unrealized +95.0%
EOG EOG RES INC 0.0%
Value ($000) $360 Shares 3,184 Est. Cost $50.41 Unrealized +93.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $350 Shares 8,787 Est. Cost $25.15 Unrealized +31.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $350 Shares 8,746 Est. Cost $40.62 Unrealized -1.4%
EQNR EQUINOR ASA 0.0%
Value ($000) $340 Shares 10,250 Est. Cost $14.63 Unrealized
NKE NIKE INC 0.0%
Value ($000) $340 Shares 4,092 Est. Cost $99.58 Unrealized +2.0%
GMAB GENMAB A/S 0.0%
Value ($000) $330 Shares 10,210 Est. Cost $32.32 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $330 Shares 4,168 Est. Cost $69.23 Unrealized +8.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $330 Shares 9,173 Est. Cost $16.89 Unrealized +97.8%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $330 Shares 9,025 Est. Cost $45.77 Unrealized
FISV FISERV INC 0.0%
Value ($000) $320 Shares 3,466 Est. Cost $52.27 Unrealized +95.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $310 Shares 2,063 Est. Cost $67.34 Unrealized +104.1%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $310 Shares 10,591 Est. Cost $31.16 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $310 Shares 4,842 Est. Cost $52.02 Unrealized +15.9%
AME AMETEK INC 0.0%
Value ($000) $290 Shares 2,589 Est. Cost $80.80 Unrealized +45.0%
DFUS DIMENSIONAL ETF TRUST 0.0%
Value ($000) $290 Shares 7,419 Est. Cost $47.18 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $290 Shares 5,147 Est. Cost $59.22 Unrealized
INTU INTUIT 0.0%
Value ($000) $280 Shares 723 Est. Cost $524.46 Unrealized -19.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $280 Shares 5,967 Est. Cost $30.99 Unrealized +41.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $280 Shares 3,961 Est. Cost $28.99 Unrealized +128.3%
T AT&T INC 0.0%
Value ($000) $260 Shares 16,929 Est. Cost $15.51 Unrealized -2.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $260 Shares 2,832 Est. Cost $89.63 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value ($000) $250 Shares 11,043 Est. Cost $26.58 Unrealized
BA BOEING CO 0.0%
Value ($000) $250 Shares 2,063 Est. Cost $146.27 Unrealized +4.9%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $250 Shares 8,375 Est. Cost $24.52 Unrealized +24.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $250 Shares 919 Est. Cost $332.87 Unrealized
KELLOGG CO 0.0%
Value ($000) $240 Shares 3,411 Est. Cost $38.56 Unrealized +58.6%
KMX CARMAX INC 0.0%
Value ($000) $240 Shares 3,682 Est. Cost $78.36 Unrealized +16.6%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $240 Shares 1,540 Est. Cost $118.47 Unrealized +28.0%
ETN EATON CORP PLC 0.0%
Value ($000) $240 Shares 1,820 Est. Cost $104.41 Unrealized +27.8%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $230 Shares 13,600 Est. Cost $13.68 Unrealized +8.0%
IWM ISHARES TR 0.0%
Value ($000) $230 Shares 1,403 Est. Cost $203.56 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $220 Shares 2,006 Est. Cost $99.54 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $220 Shares 8,427 Est. Cost $28.96 Unrealized +11.6%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $220 Shares 1,400 Est. Cost $139.71 Unrealized +12.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $220 Shares 1,954 Est. Cost $100.12 Unrealized +26.9%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $210 Shares 5,276 Est. Cost $31.62 Unrealized +24.5%
NUE NUCOR CORP 0.0%
Value ($000) $210 Shares 1,996 Est. Cost $102.52 Unrealized +16.2%
CRM SALESFORCE INC 0.0%
Value ($000) $210 Shares 1,491 Est. Cost $176.89 Unrealized -5.3%
LQD ISHARES TR 0.0%
Value ($000) $210 Shares 2,091 Est. Cost $128.96 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $210 Shares 1,062 Est. Cost $193.66 Unrealized 0.0%
IOSP INNOSPEC INC 0.0%
Value ($000) $210 Shares 2,400 Est. Cost $71.95 Unrealized +24.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $200 Shares 2,410 Est. Cost $78.36 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $200 Shares 1,368 Est. Cost $107.78 Unrealized +31.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $200 Shares 400 Est. Cost $451.15 Unrealized +9.7%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $80 Shares 25,061 Est. Cost $17.68 Unrealized