ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 10, 2021

Total Value ($000): $568,097 (100.0% shares, 0.0% debt)

Holdings (263)

AAPL APPLE INC 2.4%
Value ($000) $13,533 Shares 98,809 Est. Cost $86.04 Unrealized +47.0%
UPS UNITED PARCEL SVC INC 2.2%
Value ($000) $12,720 Shares 61,164 Est. Cost $80.15 Unrealized +104.8%
MSFT MICROSOFT CORP 2.2%
Value ($000) $12,521 Shares 46,219 Est. Cost $41.25 Unrealized +493.4%
QCOM QUALCOMM INC 2.0%
Value ($000) $11,535 Shares 80,702 Est. Cost $62.71 Unrealized +94.8%
AZO AUTOZONE, INC 2.0%
Value ($000) $11,338 Shares 7,598 Est. Cost $1449.65 Unrealized 0.0%
WM WASTE MGMT INC 2.0%
Value ($000) $11,131 Shares 79,444 Est. Cost $97.23 Unrealized +32.2%
PSA PUBLIC STORAGE 1.9%
Value ($000) $10,682 Shares 35,525 Est. Cost $164.17 Unrealized +39.2%
FITB FIFTH THIRD BANCORP 1.9%
Value ($000) $10,627 Shares 277,983 Est. Cost $20.39 Unrealized +64.2%
EMR EMERSON ELEC CO 1.9%
Value ($000) $10,593 Shares 110,070 Est. Cost $57.51 Unrealized +48.7%
HANESBRANDS INC 1.9%
Value ($000) $10,561 Shares 565,675 Est. Cost $16.48 Unrealized
FHN FIRST HORIZON CORP 1.8%
Value ($000) $10,504 Shares 607,885 Est. Cost $9.82 Unrealized +57.0%
GWW GRAINGER W W INC 1.8%
Value ($000) $10,179 Shares 23,239 Est. Cost $257.64 Unrealized +63.1%
ROK ROCKWELL AUTOMATION, INC 1.8%
Value ($000) $10,123 Shares 35,392 Est. Cost $149.90 Unrealized +66.2%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $10,114 Shares 61,393 Est. Cost $114.77 Unrealized +26.3%
TSCO TRACTOR SUPPLY COMP 1.8%
Value ($000) $10,056 Shares 54,046 Est. Cost $20.01 Unrealized +69.5%
KSS KOHLS CORP 1.8%
Value ($000) $10,007 Shares 181,584 Est. Cost $48.95 Unrealized +17.5%
SYY SYSCO CORP 1.8%
Value ($000) $10,001 Shares 128,632 Est. Cost $59.43 Unrealized +20.0%
PNC PNC FINL SERVICES GP INC 1.8%
Value ($000) $9,982 Shares 52,329 Est. Cost $71.89 Unrealized +120.7%
BFLY BUTTERFLY NETWORK INC CLASS A 1.8%
Value ($000) $9,980 Shares 689,222 Est. Cost $19.79 Unrealized -31.8%
ACN ACCENTURE PLC A 1.7%
Value ($000) $9,879 Shares 33,512 Est. Cost $72.24 Unrealized +271.2%
CL COLGATE-PALMOLIVE CO 1.7%
Value ($000) $9,591 Shares 117,895 Est. Cost $69.98 Unrealized +4.9%
EA ELECTRONIC ARTS INC 1.7%
Value ($000) $9,547 Shares 66,379 Est. Cost $102.32 Unrealized +35.2%
EBAY EBAY INC 1.7%
Value ($000) $9,542 Shares 135,908 Est. Cost $33.50 Unrealized +72.3%
BK BANK OF NY MELLON CO 1.7%
Value ($000) $9,502 Shares 185,475 Est. Cost $37.68 Unrealized +16.4%
CI CIGNA CORP 1.7%
Value ($000) $9,426 Shares 39,759 Est. Cost $169.76 Unrealized +35.3%
BKNG BOOKING HLDGS INC 1.6%
Value ($000) $9,337 Shares 4,267 Est. Cost $1767.54 Unrealized +29.9%
BALL BALL CORPORATION 1.6%
Value ($000) $9,269 Shares 114,408 Est. Cost $36.76 Unrealized +121.9%
CHRW CH ROBINSON WORLDWIDE INC 1.6%
Value ($000) $8,870 Shares 94,696 Est. Cost $70.97 Unrealized +22.9%
LEA LEAR CORP 1.6%
Value ($000) $8,857 Shares 50,533 Est. Cost $120.43 Unrealized +37.6%
BAH BOOZ ALLEN HAMILTON HOLDING CORP 1.6%
Value ($000) $8,839 Shares 103,764 Est. Cost $76.36 Unrealized +1.0%
CHD CHURCH & DWIGHT COMPANY 1.6%
Value ($000) $8,836 Shares 103,683 Est. Cost $66.24 Unrealized +23.6%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $8,824 Shares 65,961 Est. Cost $104.95 Unrealized +7.1%
ALSN ALLISON TRANSMISSION HLDGS INC 1.5%
Value ($000) $8,499 Shares 213,870 Est. Cost $39.33 Unrealized +0.4%
MDT MEDTRONIC PLC 1.5%
Value ($000) $8,467 Shares 68,213 Est. Cost $76.25 Unrealized +43.6%
PHYSICIANS REALTY TRUST 1.5%
Value ($000) $8,419 Shares 455,803 Est. Cost $17.81 Unrealized
FMC F M C CORP 1.5%
Value ($000) $8,378 Shares 77,427 Est. Cost $65.35 Unrealized +52.1%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $8,223 Shares 33,812 Est. Cost $209.96 Unrealized +5.8%
T AT&T INC 1.4%
Value ($000) $8,095 Shares 281,273 Est. Cost $15.19 Unrealized +11.8%
WRB WR BERKLEY CORP 1.4%
Value ($000) $7,817 Shares 105,026 Est. Cost $26.77 Unrealized +15.1%
CDK GLOBAL INC 1.4%
Value ($000) $7,779 Shares 156,545 Est. Cost $44.74 Unrealized
CLX CLOROX CO 1.3%
Value ($000) $7,512 Shares 41,754 Est. Cost $127.83 Unrealized +23.2%
INTC INTEL CORP 1.3%
Value ($000) $7,474 Shares 133,123 Est. Cost $31.80 Unrealized +68.5%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $6,446 Shares 201,372 Est. Cost $29.81 Unrealized -6.8%
FLS FLOWSERVE CORP 1.1%
Value ($000) $6,236 Shares 154,673 Est. Cost $36.19 Unrealized +3.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $5,610 Shares 88,928 Est. Cost $53.36 Unrealized -6.2%
CONTINENTAL RESOURCE 0.8%
Value ($000) $4,435 Shares 116,618 Est. Cost $38.23 Unrealized
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $4,349 Shares 82,099 Est. Cost $35.69 Unrealized
AM ANTERO MIDSTREAM CORP COM 0.8%
Value ($000) $4,296 Shares 413,443 Est. Cost $5.74 Unrealized +17.5%
LYDALL, INC 0.5%
Value ($000) $3,041 Shares 50,243 Est. Cost $45.83 Unrealized
LIVENT CORP 0.5%
Value ($000) $2,855 Shares 147,456 Est. Cost $6.84 Unrealized
CAMT CAMTEK LTD 0.5%
Value ($000) $2,685 Shares 71,191 Est. Cost $10.34 Unrealized +222.9%
IT GARTNER INC 0.4%
Value ($000) $2,531 Shares 10,448 Est. Cost $152.19 Unrealized +43.7%
MTW MANITOWOC COMPANY 0.4%
Value ($000) $2,531 Shares 103,305 Est. Cost $17.81 Unrealized +33.7%
MDXG MIMEDX GROUP INC 0.4%
Value ($000) $2,476 Shares 197,952 Est. Cost $9.66 Unrealized +12.1%
HLIO HELIOS TECHNOLOGIES INC 0.4%
Value ($000) $2,377 Shares 30,456 Est. Cost $45.70 Unrealized +60.1%
ICHR ICHOR HOLDINGS, LTD 0.4%
Value ($000) $2,351 Shares 43,698 Est. Cost $26.34 Unrealized +109.1%
TILE INTERFACE INC 0.4%
Value ($000) $2,234 Shares 146,033 Est. Cost $12.35 Unrealized +16.5%
BLFS BIOLIFE SOLUTIONS, INC 0.4%
Value ($000) $2,188 Shares 49,157 Est. Cost $16.91 Unrealized +108.3%
VAREX IMAGING CORPOR 0.4%
Value ($000) $2,167 Shares 80,803 Est. Cost $40.34 Unrealized
GMED GLOBUS MEDICAL, INC 0.4%
Value ($000) $2,082 Shares 26,855 Est. Cost $43.57 Unrealized +63.2%
EXPONENT INC 0.4%
Value ($000) $2,011 Shares 22,546 Est. Cost $72.29 Unrealized
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,987 Shares 61,804 Est. Cost $19.34 Unrealized
AMN AMN HEALTHCARE SERVICES, INC 0.3%
Value ($000) $1,972 Shares 20,329 Est. Cost $51.19 Unrealized +69.5%
MLKN HERMAN MILLER, INC 0.3%
Value ($000) $1,952 Shares 41,418 Est. Cost $21.44 Unrealized +82.6%
NSSC NAPCO SECURITY TECHNOLOGIES, INC 0.3%
Value ($000) $1,944 Shares 53,441 Est. Cost $12.73 Unrealized +29.9%
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,919 Shares 44,034 Est. Cost $28.72 Unrealized +40.9%
MGP INGREDIENTS INC 0.3%
Value ($000) $1,918 Shares 28,350 Est. Cost $32.83 Unrealized
EGAN EGAIN CORP 0.3%
Value ($000) $1,907 Shares 166,121 Est. Cost $10.68 Unrealized -4.3%
TTEK TETRA TECH INC 0.3%
Value ($000) $1,860 Shares 15,241 Est. Cost $13.70 Unrealized +83.7%
EIG EMPLOYERS HOLDINGS INC 0.3%
Value ($000) $1,825 Shares 42,640 Est. Cost $31.14 Unrealized +12.4%
INTRICON CORP 0.3%
Value ($000) $1,824 Shares 81,136 Est. Cost $17.76 Unrealized
PLXS PLEXUS CORP 0.3%
Value ($000) $1,801 Shares 19,702 Est. Cost $58.26 Unrealized +60.9%
OEC ORION ENGINEERED CARBONS 0.3%
Value ($000) $1,792 Shares 94,374 Est. Cost $11.52 Unrealized +71.8%
NVEC N V E CORPORATION 0.3%
Value ($000) $1,789 Shares 24,163 Est. Cost $77.89 Unrealized -8.6%
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,780 Shares 76,639 Est. Cost $16.68 Unrealized
FORWARD AIR CORP 0.3%
Value ($000) $1,775 Shares 19,779 Est. Cost $62.52 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $1,764 Shares 13,449 Est. Cost $109.95 Unrealized
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $1,729 Shares 18,575 Est. Cost $61.04 Unrealized +55.6%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,714 Shares 35,537 Est. Cost $35.18 Unrealized +39.2%
RLI R L I CORP 0.3%
Value ($000) $1,651 Shares 15,789 Est. Cost $24.72 Unrealized +83.2%
SILC SILICOM LTD 0.3%
Value ($000) $1,595 Shares 36,205 Est. Cost $37.02 Unrealized +16.8%
HY HYSTER-YALE MH CLASS A 0.3%
Value ($000) $1,579 Shares 21,631 Est. Cost $50.17 Unrealized +33.6%
CULP CULP INC 0.3%
Value ($000) $1,574 Shares 96,534 Est. Cost $14.06 Unrealized +5.5%
SUPN SUPERNUS PHARMACEUTICALS, INC 0.3%
Value ($000) $1,570 Shares 50,981 Est. Cost $28.38 Unrealized +8.0%
AMAL AMALGAMATED FINL CORP 0.3%
Value ($000) $1,565 Shares 100,158 Est. Cost $14.74 Unrealized +0.4%
HCKT HACKETT GROUP 0.3%
Value ($000) $1,560 Shares 86,582 Est. Cost $15.62 Unrealized +11.4%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,524 Shares 20,182 Est. Cost $60.76 Unrealized +12.8%
PYPL PAYPAL HOLDINGS INC COM 0.3%
Value ($000) $1,466 Shares 5,028 Est. Cost $110.58 Unrealized +138.3%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,454 Shares 17,093 Est. Cost $73.74 Unrealized +17.3%
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $1,436 Shares 55,663 Est. Cost $19.80 Unrealized +16.7%
SRCE FIRST SOURCE CORP 0.2%
Value ($000) $1,415 Shares 30,452 Est. Cost $36.34 Unrealized
SRI STONERIDGE, INC. 0.2%
Value ($000) $1,396 Shares 47,313 Est. Cost $28.30 Unrealized +11.9%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,392 Shares 10,315 Est. Cost $90.50 Unrealized +33.4%
MCFT MASTERCRAFT BOAT HOLDINGS INC 0.2%
Value ($000) $1,378 Shares 52,422 Est. Cost $19.22 Unrealized +45.3%
G P STRATEGIES CORP 0.2%
Value ($000) $1,334 Shares 84,857 Est. Cost $12.38 Unrealized
CHASE CORP 0.2%
Value ($000) $1,332 Shares 12,981 Est. Cost $78.07 Unrealized
IRIX IRIDEX CORP 0.2%
Value ($000) $1,318 Shares 186,642 Est. Cost $4.07 Unrealized +86.6%
ZIX CORPORATION 0.2%
Value ($000) $1,305 Shares 185,160 Est. Cost $6.56 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $1,300 Shares 31,144 Est. Cost $60.26 Unrealized
SYKES ENTERPRISES 0.2%
Value ($000) $1,278 Shares 23,805 Est. Cost $25.93 Unrealized
PDC ENERGY INC 0.2%
Value ($000) $1,276 Shares 27,856 Est. Cost $6.77 Unrealized
AMERISAFE INC 0.2%
Value ($000) $1,267 Shares 21,225 Est. Cost $63.56 Unrealized
NEENAH INC 0.2%
Value ($000) $1,264 Shares 25,198 Est. Cost $60.35 Unrealized
INTELLIGENT SYSTEMS CORP 0.2%
Value ($000) $1,190 Shares 37,839 Est. Cost $37.03 Unrealized
OII OCEANEERING INTL INC 0.2%
Value ($000) $1,080 Shares 69,393 Est. Cost $15.54 Unrealized -10.3%
CHANNELADVISOR CORP 0.2%
Value ($000) $1,037 Shares 42,313 Est. Cost $15.98 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,033 Shares 14,096 Est. Cost $58.39 Unrealized +13.9%
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.2%
Value ($000) $999 Shares 13,623 Est. Cost $31.64 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $958 Shares 4,358 Est. Cost $147.77 Unrealized +35.6%
GIC GLOBAL INDUSTRIAL COMPANY 0.2%
Value ($000) $955 Shares 26,002 Est. Cost $32.63 Unrealized 0.0%
SPDR S&P 500 ETF IV 0.2%
Value ($000) $915 Shares 2,138 Est. Cost $288.51 Unrealized
JOUT JOHNSON OUTDOORS INC 0.2%
Value ($000) $908 Shares 7,506 Est. Cost $133.94 Unrealized 0.0%
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $875 Shares 93,749 Est. Cost $28.45 Unrealized
PLCE CHILDREN'S PLACE, INC 0.1%
Value ($000) $845 Shares 9,076 Est. Cost $33.88 Unrealized +150.7%
EXACT SCIENCES CORP 0.1%
Value ($000) $819 Shares 6,585 Est. Cost $48.75 Unrealized
FIS FIDELITY NATL INFORMATION 0.1%
Value ($000) $787 Shares 5,555 Est. Cost $115.52 Unrealized +15.4%
NOG NORTHERN OIL AND GAS 0.1%
Value ($000) $767 Shares 36,951 Est. Cost $7.21 Unrealized +126.0%
USB U S BANCORP 0.1%
Value ($000) $740 Shares 12,983 Est. Cost $36.11 Unrealized +32.2%
CSTL CASTLE BIOSCIENCES INC 0.1%
Value ($000) $702 Shares 9,577 Est. Cost $66.05 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $683 Shares 13,144 Est. Cost $12.59 Unrealized +85.1%
VERA BRADLEY INC 0.1%
Value ($000) $676 Shares 54,546 Est. Cost $10.02 Unrealized
COMPUTER SERVICES, INC 0.1%
Value ($000) $602 Shares 10,708 Est. Cost $59.14 Unrealized
OTCM OTC MARKETS GROUP INC 0.1%
Value ($000) $492 Shares 9,332 Est. Cost $24.27 Unrealized +48.5%
TNC TENNANT CO 0.1%
Value ($000) $479 Shares 6,000 Est. Cost $57.34 Unrealized +33.8%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $429 Shares 8,153 Est. Cost $54.64 Unrealized
BMO BANK MONTREAL QUE 0.1%
Value ($000) $429 Shares 4,174 Est. Cost $81.61 Unrealized 0.0%
ADP AUTO DATA PROCESSING 0.1%
Value ($000) $387 Shares 1,947 Est. Cost $102.16 Unrealized +72.5%
J P MORGAN CHASE & CO 0.1%
Value ($000) $364 Shares 2,339 Est. Cost $111.69 Unrealized
W E C ENERGY GROUP INC 0.1%
Value ($000) $363 Shares 4,082 Est. Cost $83.45 Unrealized
ALPHABET INC. CLASS A 0.1%
Value ($000) $349 Shares 143 Est. Cost $1421.05 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $330 Shares 1,601 Est. Cost $150.92 Unrealized +36.7%
BA BOEING CO 0.1%
Value ($000) $320 Shares 1,333 Est. Cost $201.52 Unrealized +20.0%
MGEE MGE ENERGY INC 0.1%
Value ($000) $298 Shares 4,004 Est. Cost $67.55 Unrealized -0.2%
TMO THERMO FISHER SCNTFC 0.1%
Value ($000) $288 Shares 570 Est. Cost $330.32 Unrealized +41.1%
3M CO 0.1%
Value ($000) $288 Shares 1,450 Est. Cost $190.79 Unrealized
MERCK & CO. INC. 0.0%
Value ($000) $277 Shares 3,568 Est. Cost $77.63 Unrealized
SPDR S&P MIDCAP 400 ETF IV 0.0%
Value ($000) $277 Shares 565 Est. Cost $325.00 Unrealized
IWB ISHARES RUSSELL 1000 ETF IV 0.0%
Value ($000) $271 Shares 1,120 Est. Cost $187.50 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $271 Shares 1,210 Est. Cost $117.81 Unrealized +74.0%
DIS WALT DISNEY CO 0.0%
Value ($000) $256 Shares 1,455 Est. Cost $140.23 Unrealized +25.3%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $250 Shares 2,830 Est. Cost $79.15 Unrealized +2.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $241 Shares 1,107 Est. Cost $153.98 Unrealized +37.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $235 Shares 4,196 Est. Cost $40.03 Unrealized +8.5%
CVX CHEVRON CORP 0.0%
Value ($000) $218 Shares 2,077 Est. Cost $79.58 Unrealized +9.4%
SO SOUTHERN CO 0.0%
Value ($000) $205 Shares 3,390 Est. Cost $41.35 Unrealized +30.0%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $203 Shares 9,903 Est. Cost $14.63 Unrealized +25.6%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $202 Shares 3,017 Est. Cost $53.89 Unrealized 0.0%
AMGN AMGEN INC. 0.0%
Value ($000) $195 Shares 800 Est. Cost $212.50 Unrealized 0.0%
ABBVIE INC 0.0%
Value ($000) $183 Shares 1,625 Est. Cost $112.62 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $182 Shares 1,840 Est. Cost $66.81 Unrealized +25.5%
COSTCO WHOLESALE CO 0.0%
Value ($000) $179 Shares 452 Est. Cost $396.02 Unrealized
VFC VF CORP 0.0%
Value ($000) $172 Shares 2,094 Est. Cost $83.35 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $163 Shares 4,160 Est. Cost $30.99 Unrealized 0.0%
IBM IBM CORP 0.0%
Value ($000) $150 Shares 1,022 Est. Cost $113.44 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $149 Shares 850 Est. Cost $51.63 Unrealized 0.0%
FACEBOOK INC CLASS A 0.0%
Value ($000) $145 Shares 417 Est. Cost $347.72 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $138 Shares 40 Est. Cost $166.20 Unrealized 0.0%
PII POLARIS INDUSTRIES 0.0%
Value ($000) $137 Shares 1,000 Est. Cost $135.56 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $134 Shares 420 Est. Cost $312.74 Unrealized 0.0%
ALPHABET INC. CLASS C 0.0%
Value ($000) $133 Shares 53 Est. Cost $2509.43 Unrealized
CBSH COMMERCE BANCSHARES 0.0%
Value ($000) $130 Shares 1,745 Est. Cost $58.31 Unrealized 0.0%
O REILLY AUTOMOTIVE 0.0%
Value ($000) $130 Shares 230 Est. Cost $565.22 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $113 Shares 757 Est. Cost $69.15 Unrealized 0.0%
CINF CINCINNATI FINL 0.0%
Value ($000) $105 Shares 900 Est. Cost $102.72 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $104 Shares 700 Est. Cost $126.17 Unrealized 0.0%
EGP EASTGROUP PROPERTIES REIT 0.0%
Value ($000) $104 Shares 630 Est. Cost $165.08 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $103 Shares 1,390 Est. Cost $75.37 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $102 Shares 783 Est. Cost $115.30 Unrealized 0.0%
RAYTHEON TECHNOLOGIES CO 0.0%
Value ($000) $98 Shares 1,152 Est. Cost $85.07 Unrealized
HELIUS MEDICAL TECHNOLOG CLASS A 0.0%
Value ($000) $95 Shares 5,595 Est. Cost $16.98 Unrealized
EVERCORE INC CLASS A 0.0%
Value ($000) $95 Shares 675 Est. Cost $140.74 Unrealized
FISV FISERV INC 0.0%
Value ($000) $92 Shares 858 Est. Cost $116.26 Unrealized 0.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $92 Shares 2,004 Est. Cost $46.41 Unrealized 0.0%
MONSTER BEVERAGE CORPORA 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $91.00 Unrealized
EVERSOURCE ENERGY 0.0%
Value ($000) $91 Shares 1,137 Est. Cost $80.04 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $91 Shares 8,749 Est. Cost $10.40 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $90 Shares 1,348 Est. Cost $66.85 Unrealized 0.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $85 Shares 1,400 Est. Cost $52.90 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $85 Shares 1,400 Est. Cost $52.29 Unrealized 0.0%
KEYUF KEYERA CORP 0.0%
Value ($000) $81 Shares 3,028 Est. Cost $19.12 Unrealized 0.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $76 Shares 390 Est. Cost $179.51 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $75 Shares 500 Est. Cost $139.07 Unrealized 0.0%
ADOBE INC 0.0%
Value ($000) $73 Shares 125 Est. Cost $584.00 Unrealized
CBOE GLOBAL MKTS INC 0.0%
Value ($000) $71 Shares 600 Est. Cost $118.33 Unrealized
MCKESSON CORP 0.0%
Value ($000) $67 Shares 350 Est. Cost $191.43 Unrealized
ZBRA ZEBRA TECHNOLOGIES CLASS A 0.0%
Value ($000) $64 Shares 120 Est. Cost $498.37 Unrealized 0.0%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $64 Shares 755 Est. Cost $72.72 Unrealized 0.0%
DOMINION ENERGY INC 0.0%
Value ($000) $63 Shares 850 Est. Cost $74.12 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $60 Shares 1,008 Est. Cost $54.47 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $54 Shares 3,986 Est. Cost $13.55 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $53 Shares 950 Est. Cost $48.83 Unrealized 0.0%
CARRIER GLOBAL CORP 0.0%
Value ($000) $51 Shares 1,052 Est. Cost $48.48 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $50 Shares 500 Est. Cost $76.42 Unrealized 0.0%
ZIMMER BIOMET HLDGS 0.0%
Value ($000) $50 Shares 308 Est. Cost $162.34 Unrealized
XYZ SQUARE INC CLASS A 0.0%
Value ($000) $49 Shares 200 Est. Cost $231.94 Unrealized 0.0%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $48 Shares 120 Est. Cost $400.00 Unrealized
CLOUDERA INC 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $16.00 Unrealized
OTIS WORLDWIDE CORP 0.0%
Value ($000) $47 Shares 576 Est. Cost $81.60 Unrealized
VERTEX PHARMACEUTICA 0.0%
Value ($000) $46 Shares 226 Est. Cost $203.54 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $46 Shares 200 Est. Cost $209.30 Unrealized 0.0%
CDW CORP 0.0%
Value ($000) $45 Shares 260 Est. Cost $173.08 Unrealized
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $44 Shares 1,950 Est. Cost $23.86 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $44 Shares 252 Est. Cost $150.65 Unrealized 0.0%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $41 Shares 300 Est. Cost $136.67 Unrealized
PRU PRUDENTIAL FINL 0.0%
Value ($000) $36 Shares 354 Est. Cost $81.79 Unrealized 0.0%
MASI MASIMO CORP 0.0%
Value ($000) $36 Shares 150 Est. Cost $228.17 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $36 Shares 314 Est. Cost $107.28 Unrealized 0.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $36 Shares 5,210 Est. Cost $6.91 Unrealized
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $65.18 Unrealized 0.0%
AJG ARTHUR J GALLAGHER&C 0.0%
Value ($000) $34 Shares 240 Est. Cost $134.67 Unrealized 0.0%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $33 Shares 90 Est. Cost $59.25 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $31 Shares 280 Est. Cost $101.66 Unrealized 0.0%
WFC WELLS FARGO BK N A 0.0%
Value ($000) $27 Shares 600 Est. Cost $39.98 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $26 Shares 652 Est. Cost $28.64 Unrealized 0.0%
ALTRIA GROUP INC 0.0%
Value ($000) $25 Shares 522 Est. Cost $47.89 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $24 Shares 75 Est. Cost $283.84 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $24 Shares 407 Est. Cost $56.54 Unrealized 0.0%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $22 Shares 346 Est. Cost $54.62 Unrealized 0.0%
KO THE COCA-COLA CO 0.0%
Value ($000) $22 Shares 400 Est. Cost $47.27 Unrealized 0.0%
BLACKSTONE GROUP INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $97.78 Unrealized
ENERGY SELECT SECTOR SPDR ETF IV 0.0%
Value ($000) $21 Shares 381 Est. Cost $55.12 Unrealized
DCI DONALDSON CO 0.0%
Value ($000) $21 Shares 332 Est. Cost $57.32 Unrealized 0.0%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $20 Shares 75 Est. Cost $250.29 Unrealized 0.0%
JOHNSON CONTROLS INTER F 0.0%
Value ($000) $20 Shares 286 Est. Cost $69.93 Unrealized
VISA INC CLASS A 0.0%
Value ($000) $20 Shares 84 Est. Cost $238.10 Unrealized
QUALTRICS INTERNTNL INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $38.00 Unrealized
WELBILT INC 0.0%
Value ($000) $19 Shares 800 Est. Cost $23.75 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $19 Shares 800 Est. Cost $23.75 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $62.72 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $17 Shares 700 Est. Cost $21.80 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $14 Shares 365 Est. Cost $30.81 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $14 Shares 100 Est. Cost $43.81 Unrealized 0.0%
THE GABELLI MULTIMEDIA TRUST INC 0.0%
Value ($000) $13 Shares 1,197 Est. Cost $10.86 Unrealized
CISCO SYSTEMS INC 0.0%
Value ($000) $13 Shares 250 Est. Cost $52.00 Unrealized
COVETRUS INC 0.0%
Value ($000) $13 Shares 476 Est. Cost $27.31 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $11 Shares 134 Est. Cost $70.57 Unrealized 0.0%
TOTALENERGIES SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 250 Est. Cost $44.00 Unrealized
LW LAMB WESTON HOLDINGS INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $74.12 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $9 Shares 25 Est. Cost $342.83 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $9 Shares 32 Est. Cost $285.27 Unrealized 0.0%
ORACLE CORP 0.0%
Value ($000) $9 Shares 113 Est. Cost $79.65 Unrealized
NISOURCE INC 00500 0.0%
Value ($000) $8 Shares 325 Est. Cost $24.62 Unrealized
COINBASE GLOBAL INC 0.0%
Value ($000) $8 Shares 30 Est. Cost $266.67 Unrealized
TRANSOCEAN INC NEW F 0.0%
Value ($000) $8 Shares 1,868 Est. Cost $4.28 Unrealized
METLIFE INC 0.0%
Value ($000) $8 Shares 135 Est. Cost $59.26 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $8 Shares 73 Est. Cost $109.59 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $8 Shares 133 Est. Cost $46.63 Unrealized 0.0%
VIATRIS INC 0.0%
Value ($000) $6 Shares 433 Est. Cost $13.86 Unrealized
CARDINAL HEALTH INC 0.0%
Value ($000) $6 Shares 111 Est. Cost $54.05 Unrealized
ORGANON & CO 0.0%
Value ($000) $5 Shares 156 Est. Cost $32.05 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $5 Shares 74 Est. Cost $67.57 Unrealized
PRINCIPAL FINL 0.0%
Value ($000) $5 Shares 79 Est. Cost $63.29 Unrealized
SPECTRIS PLC ORDF 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $4 Shares 260 Est. Cost $15.38 Unrealized
CIDARA THERAPEUTICS INCO 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $2.00 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $4 Shares 225 Est. Cost $17.78 Unrealized
WAB WABTEC 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.07 Unrealized 0.0%
ISHARES CORE MSCI EAFE ETF IV 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ADIENT PLC F 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
FORTE BIOSCIENCES 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
COLORMAX TECHS NEW XXX REGISTRATION REVOKED BY THE SEC EFF 12/02/10 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
PLANET 13 HOLDINGS INC F 0.0%
Value ($000) $0 Shares 55 Est. Cost Unrealized
BRIGHTHOUSE FINL INC0050 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized