PHILADELPHIA TRUST CO Diversified Active

CIK: 0001110806 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 14, 2015

Total Value ($000): $27,092,334 (100.0% shares, 0.0% debt)

Holdings (178)

BAC BANK OF AMERICA CORP 8.7%
Value ($000) $2,356,635 Shares 40,110 Est. Cost $11.30 Unrealized +16.3%
FIRST NIAGARA FINANCIAL GRP 4.6%
Value ($000) $1,244,569 Shares 11,749 Est. Cost $8.51 Unrealized
F FORD MOTOR COMPANY 4.5%
Value ($000) $1,216,194 Shares 18,255 Est. Cost $7.73 Unrealized +13.3%
HERTZ GLOBAL HOLDINGS INC 3.8%
Value ($000) $1,033,427 Shares 18,726 Est. Cost $25.76 Unrealized
ABT ABBOTT LABS INC 3.3%
Value ($000) $904,368 Shares 44,386 Est. Cost $28.98 Unrealized +35.7%
VZ VERIZON COMMUNICATIONS 3.2%
Value ($000) $855,623 Shares 39,881 Est. Cost $26.55 Unrealized +6.7%
EMC CORP 2.7%
Value ($000) $735,532 Shares 19,411 Est. Cost $24.33 Unrealized
EBAY EBAY INC COM 2.2%
Value ($000) $597,932 Shares 36,019 Est. Cost $20.06 Unrealized +10.7%
MANITOWOC INC COM 2.2%
Value ($000) $587,525 Shares 11,515 Est. Cost $27.13 Unrealized
CIT GROUP INC 2.1%
Value ($000) $562,691 Shares 26,160 Est. Cost $47.59 Unrealized
DVN DEVON ENERGY CORPORATION NEW 2.0%
Value ($000) $544,826 Shares 32,412 Est. Cost $37.10 Unrealized +19.2%
MU MICRON TECHNOLOGY INC COM 1.9%
Value ($000) $515,868 Shares 9,719 Est. Cost $29.16 Unrealized -10.8%
CAG CONAGRA FOODS INC 1.8%
Value ($000) $494,679 Shares 21,627 Est. Cost $17.36 Unrealized +20.0%
HXL HEXCEL CORP 1.8%
Value ($000) $487,944 Shares 24,270 Est. Cost $35.65 Unrealized +41.2%
MCHP MICROCHIP TECHNOLOGY INC 1.8%
Value ($000) $487,429 Shares 23,116 Est. Cost $18.00 Unrealized +8.9%
KEYS KEYSIGHT TECHNOLOGIES INC 1.8%
Value ($000) $479,961 Shares 14,970 Est. Cost $32.07 Unrealized +6.6%
DU PONT E I DE NEMOURS & CO 1.8%
Value ($000) $477,805 Shares 30,556 Est. Cost $55.15 Unrealized
A AGILENT TECHNOLOGIES INC 1.6%
Value ($000) $433,272 Shares 16,716 Est. Cost $29.36 Unrealized +29.7%
PG PROCTER & GAMBLE COMPANY 1.5%
Value ($000) $418,432 Shares 32,738 Est. Cost $58.07 Unrealized +3.3%
CBS CORPORATION 1.5%
Value ($000) $416,202 Shares 23,099 Est. Cost $55.41 Unrealized
UVSP UNIVEST CORPORATION OF PENNSYLVANIA 1.4%
Value ($000) $377,812 Shares 7,692 Est. Cost $19.55 Unrealized +0.4%
JPM JP MORGAN CHASE & CO 1.4%
Value ($000) $374,621 Shares 25,384 Est. Cost $37.54 Unrealized +30.9%
KRAFT FOODS GROUP INC 1.4%
Value ($000) $368,315 Shares 31,358 Est. Cost $62.64 Unrealized
BLMN BLOOMIN' BRANDS 1.3%
Value ($000) $357,195 Shares 7,626 Est. Cost $19.18 Unrealized -9.3%
AAPL APPLE INC 1.3%
Value ($000) $353,267 Shares 44,309 Est. Cost $17.91 Unrealized +59.4%
QCOM QUALCOMM INC 1.3%
Value ($000) $344,356 Shares 21,567 Est. Cost $46.67 Unrealized +7.8%
AIG AMERICAN INTERNATIONAL GROUP 1.2%
Value ($000) $317,477 Shares 19,626 Est. Cost $40.41 Unrealized +12.6%
DGX QUEST DIAGNOSTICS INC 1.2%
Value ($000) $314,621 Shares 22,816 Est. Cost $47.16 Unrealized +26.6%
BB&T CORP COM 1.1%
Value ($000) $308,535 Shares 12,437 Est. Cost $24807.83 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $285,409 Shares 26,640 Est. Cost $56.03 Unrealized +23.7%
CVX CHEVRON CORPORATION 1.0%
Value ($000) $274,685 Shares 26,499 Est. Cost $71.14 Unrealized -6.6%
RPM RPM INTERNATIONAL INC 0.9%
Value ($000) $253,625 Shares 12,420 Est. Cost $34.55 Unrealized +42.5%
TIME WARNER INC 0.9%
Value ($000) $233,162 Shares 20,381 Est. Cost $67.47 Unrealized
AVON PRODS INC 0.8%
Value ($000) $226,225 Shares 1,416 Est. Cost $9.39 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $217,232 Shares 16,883 Est. Cost $71.71 Unrealized -5.1%
CABLEVISION NY GROUP 0.8%
Value ($000) $211,693 Shares 5,068 Est. Cost $17.28 Unrealized
FINISH LINE INC 0.8%
Value ($000) $209,363 Shares 5,824 Est. Cost $24.52 Unrealized
VITAMIN SHOPPE 0.8%
Value ($000) $204,774 Shares 7,632 Est. Cost $41.19 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $203,063 Shares 27,639 Est. Cost $113.31 Unrealized +25.9%
SUSQUEHANNA BANCSHARES INC PA 0.7%
Value ($000) $197,910 Shares 2,794 Est. Cost $10.21 Unrealized
NORTHWEST NAT GAS CO 0.7%
Value ($000) $197,561 Shares 8,333 Est. Cost $43.81 Unrealized
HESS CORPORATION 0.7%
Value ($000) $196,185 Shares 13,121 Est. Cost $66.84 Unrealized
TDC TERADATA CORP 0.7%
Value ($000) $183,853 Shares 6,803 Est. Cost $53.19 Unrealized -22.6%
T AT & T INC 0.7%
Value ($000) $178,965 Shares 6,357 Est. Cost $11.62 Unrealized +5.1%
L-3 COM HLDGS INC 0.7%
Value ($000) $178,782 Shares 20,270 Est. Cost $86.47 Unrealized
TJX TJX COMPANIES 0.6%
Value ($000) $173,232 Shares 11,463 Est. Cost $27.14 Unrealized +5.7%
RAYTHEON COMPANY 0.6%
Value ($000) $167,880 Shares 16,063 Est. Cost $66.12 Unrealized
AQUA AMERICA INC 0.6%
Value ($000) $165,982 Shares 4,065 Est. Cost $25.86 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $159,665 Shares 24,512 Est. Cost $74.99 Unrealized +56.8%
UNITED TECHNOLOGIES CORP 0.6%
Value ($000) $151,697 Shares 16,828 Est. Cost $92.94 Unrealized
AZZ AZZ INC 0.5%
Value ($000) $147,005 Shares 7,615 Est. Cost $37.70 Unrealized +11.6%
INTREXON CORP 0.5%
Value ($000) $142,530 Shares 6,955 Est. Cost $29.32 Unrealized
ALBANY MOLECULAR RESEARCH INC 0.5%
Value ($000) $135,725 Shares 2,744 Est. Cost $17.60 Unrealized
SWK STANLEY BLACK & DECKER INC 0.5%
Value ($000) $135,545 Shares 14,265 Est. Cost $60.07 Unrealized +29.2%
NKE NIKE INC 0.5%
Value ($000) $134,202 Shares 14,497 Est. Cost $32.08 Unrealized +39.6%
TKR TIMKEN CO 0.5%
Value ($000) $132,697 Shares 4,853 Est. Cost $41.90 Unrealized -4.9%
MANNKIND CORP 0.5%
Value ($000) $125,675 Shares 715 Est. Cost $5.20 Unrealized
AP AMPCO-PITTSBURG CORP 0.5%
Value ($000) $123,875 Shares 1,873 Est. Cost $17.69 Unrealized -15.7%
FFIV F5 NETWORKS INC 0.5%
Value ($000) $123,083 Shares 14,813 Est. Cost $117.67 Unrealized +4.5%
MMM 3M CO 0.4%
Value ($000) $120,706 Shares 18,625 Est. Cost $61.26 Unrealized +54.8%
MGA MAGNA INTERNATIONAL INC 0.4%
Value ($000) $119,625 Shares 6,710 Est. Cost $40.93 Unrealized 0.0%
DGICA DONEGAL GROUP INC 0.4%
Value ($000) $118,725 Shares 1,808 Est. Cost $9.68 Unrealized 0.0%
SUPER MICRO COMPUTER INC 0.4%
Value ($000) $113,375 Shares 3,354 Est. Cost $33802.92 Unrealized
IBM IBM CORPORATION 0.4%
Value ($000) $108,947 Shares 17,721 Est. Cost $115.91 Unrealized -11.1%
CLARCOR INC 0.4%
Value ($000) $107,447 Shares 6,688 Est. Cost $54.76 Unrealized
FNB FNB CORPORATION 0.4%
Value ($000) $102,200 Shares 1,464 Est. Cost $8.10 Unrealized +11.1%
CELGENE CORP 0.4%
Value ($000) $101,538 Shares 11,752 Est. Cost $110.03 Unrealized
NVDA NVIDIA CORP 0.4%
Value ($000) $100,050 Shares 2,012 Est. Cost $0.50 Unrealized +5.3%
GILD GILEAD SCIENCES INC COM 0.4%
Value ($000) $95,411 Shares 11,171 Est. Cost $58.45 Unrealized +30.0%
INTC INTEL CORP 0.3%
Value ($000) $87,723 Shares 2,668 Est. Cost $17.79 Unrealized +41.1%
SXT SENSIENT TECHNOLOGIES CORP 0.3%
Value ($000) $87,015 Shares 5,947 Est. Cost $39.63 Unrealized +71.3%
COTT CORPORATION 0.3%
Value ($000) $79,475 Shares 777 Est. Cost $7.56 Unrealized
TTEK TETRA TECH INC 0.3%
Value ($000) $72,144 Shares 1,850 Est. Cost $5.29 Unrealized -3.1%
DRI DARDEN RESTAURANTS 0.3%
Value ($000) $67,875 Shares 4,825 Est. Cost $30.27 Unrealized +44.2%
ALSN ALLISON TRANSMISMISSION HOLDINGS 0.2%
Value ($000) $67,100 Shares 1,963 Est. Cost $26.00 Unrealized 0.0%
HOSPIRA INC 0.2%
Value ($000) $66,960 Shares 5,940 Est. Cost $38.31 Unrealized
YORW YORK WATER CO 0.2%
Value ($000) $66,340 Shares 1,384 Est. Cost $14.65 Unrealized +26.2%
GLAXO SMITHKLINE 0.2%
Value ($000) $58,905 Shares 2,453 Est. Cost $46.14 Unrealized
PRGO PERRIGO CO PLC 0.2%
Value ($000) $58,112 Shares 10,741 Est. Cost $156.40 Unrealized +21.9%
META FACEBOOK INC 0.2%
Value ($000) $54,420 Shares 4,667 Est. Cost $77.80 Unrealized +4.2%
NFG NATIONAL FUEL GAS CO 0.2%
Value ($000) $54,410 Shares 3,204 Est. Cost $63.73 Unrealized -0.9%
GOOGLE INC 0.2%
Value ($000) $54,247 Shares 29,296 Est. Cost $565.28 Unrealized
SPX CORP 0.2%
Value ($000) $54,000 Shares 3,909 Est. Cost $13814.27 Unrealized
VISTA OUTDOOR INC 0.2%
Value ($000) $50,640 Shares 2,274 Est. Cost $42.83 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $48,706 Shares 19,674 Est. Cost $337.16 Unrealized +19.0%
WEN WENDY S CO/THE 0.2%
Value ($000) $48,160 Shares 543 Est. Cost $8.21 Unrealized +34.3%
BOSTON PRIVATE FINL HOLDING 0.2%
Value ($000) $47,585 Shares 638 Est. Cost $13.45 Unrealized
FIAT CHRYSLER AUTOMOBILES NV 0.2%
Value ($000) $44,800 Shares 651 Est. Cost $68817.20 Unrealized
GENERAL ELECTRIC CORP 0.2%
Value ($000) $44,482 Shares 1,182 Est. Cost $24.08 Unrealized
BIO-REFERENCE LABS INC 0.2%
Value ($000) $44,235 Shares 1,825 Est. Cost $24238.35 Unrealized
WHITING PETROLEUM CORP 0.2%
Value ($000) $41,209 Shares 1,385 Est. Cost $46.62 Unrealized
D DOMINION RES INC VA 0.1%
Value ($000) $39,567 Shares 2,646 Est. Cost $34.54 Unrealized +29.1%
NBPAX NUVEEN PA MUNI BOND FUND 0.1%
Value ($000) $38,917 Shares 426 Est. Cost $91354.46 Unrealized
USB US BANCORP 0.1%
Value ($000) $36,779 Shares 1,596 Est. Cost $22.47 Unrealized +33.1%
SO SOUTHERN CO 0.1%
Value ($000) $35,397 Shares 1,483 Est. Cost $27.64 Unrealized +0.5%
MDT MEDTRONIC PLC 0.1%
Value ($000) $35,191 Shares 2,608 Est. Cost $58.80 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value ($000) $35,003 Shares 1,174 Est. Cost $16.55 Unrealized +25.6%
BEN FRANKLIN RES INC 0.1%
Value ($000) $34,893 Shares 1,711 Est. Cost $33.16 Unrealized -5.6%
TECO ENERGY INC 0.1%
Value ($000) $33,900 Shares 599 Est. Cost $19.41 Unrealized
PEOPLES UNITED FINANCIAL INC 0.1%
Value ($000) $30,912 Shares 501 Est. Cost $14.92 Unrealized
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $30,699 Shares 2,387 Est. Cost $57.85 Unrealized -1.7%
ACTUANT CORP 0.1%
Value ($000) $30,000 Shares 693 Est. Cost $23.73 Unrealized
HANCOCK JOHN INVS TR 0.1%
Value ($000) $27,500 Shares 441 Est. Cost $17.60 Unrealized
CNP CENTERPOINT ENERGY INC 0.1%
Value ($000) $26,150 Shares 498 Est. Cost $15.01 Unrealized -6.4%
WMT WALMART STORES INC 0.1%
Value ($000) $25,200 Shares 1,787 Est. Cost $20.88 Unrealized 0.0%
EATON VANCE CORP 0.1%
Value ($000) $25,000 Shares 978 Est. Cost $25562.37 Unrealized
EMR EMERSON ELECTRIC 0.1%
Value ($000) $24,493 Shares 1,358 Est. Cost $41.44 Unrealized +6.7%
ARTNA ARTESIAN RESOURCES CORP 0.1%
Value ($000) $22,950 Shares 484 Est. Cost $15.10 Unrealized +4.1%
RITE AID CORP 0.1%
Value ($000) $22,764 Shares 190 Est. Cost $2.86 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $22,361 Shares 703 Est. Cost $16.83 Unrealized -2.4%
ITT CORP 0.1%
Value ($000) $21,871 Shares 915 Est. Cost $29.42 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $20,314 Shares 1,352 Est. Cost $29.44 Unrealized +56.3%
MDLZ MONDELEZ INTERNATIONAL INC 0.1%
Value ($000) $20,129 Shares 828 Est. Cost $23.79 Unrealized +29.7%
ORBITAL ATK INC 0.1%
Value ($000) $20,070 Shares 1,472 Est. Cost $76.64 Unrealized
QUESTAR CORP 0.1%
Value ($000) $20,000 Shares 418 Est. Cost $23.90 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $19,570 Shares 1,315 Est. Cost $26.61 Unrealized +59.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $19,123 Shares 1,950 Est. Cost $53.68 Unrealized +39.3%
MRK MERCK & CO INC 0.1%
Value ($000) $18,973 Shares 1,080 Est. Cost $30.87 Unrealized +30.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $18,762 Shares 918 Est. Cost $16.80 Unrealized +50.3%
MSFT MICROSOFT CORP 0.1%
Value ($000) $18,705 Shares 826 Est. Cost $26.70 Unrealized +47.1%
ETN EATON CORP PLC 0.1%
Value ($000) $17,175 Shares 1,159 Est. Cost $50.65 Unrealized +8.9%
XOM EXXON MOBIL CORPORATION 0.1%
Value ($000) $17,137 Shares 1,426 Est. Cost $54.44 Unrealized -0.3%
HURC HURCO COMPANIES 0.1%
Value ($000) $17,075 Shares 591 Est. Cost $33.83 Unrealized -0.6%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $17,016 Shares 1,202 Est. Cost $47.90 Unrealized +1.7%
BLACKROCK MUNIHOLDINGS NJ QUALITY FD 0.1%
Value ($000) $16,957 Shares 225 Est. Cost $75364.45 Unrealized
PFS PROVIDENT FINL SVCS INC 0.1%
Value ($000) $16,304 Shares 310 Est. Cost $11.05 Unrealized +3.2%
MFS INTER INCOME TRUST 0.1%
Value ($000) $16,100 Shares 74 Est. Cost $4.78 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $15,746 Shares 1,497 Est. Cost $70.28 Unrealized +5.5%
CSX CSX CORPORATION 0.1%
Value ($000) $15,503 Shares 506 Est. Cost $6.77 Unrealized +45.3%
WFC WELLS FARGO & CO 0.1%
Value ($000) $13,554 Shares 762 Est. Cost $27.36 Unrealized +51.2%
PPL PPL CORPORATION 0.0%
Value ($000) $13,328 Shares 393 Est. Cost $17.12 Unrealized +13.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $13,035 Shares 2,846 Est. Cost $64.01 Unrealized +205.2%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $12,316 Shares 482 Est. Cost $33.47 Unrealized -0.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $12,039 Shares 1,180 Est. Cost $15.19 Unrealized +27.0%
MFS CHARTER INCOME TRUST 0.0%
Value ($000) $12,000 Shares 102 Est. Cost $117647.06 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $11,743 Shares 533 Est. Cost $36.21 Unrealized -7.1%
KO COCA COLA CO COM 0.0%
Value ($000) $11,553 Shares 453 Est. Cost $27.63 Unrealized +5.1%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $11,000 Shares 129 Est. Cost $11.46 Unrealized +7.1%
MARATHON OIL CORP 0.0%
Value ($000) $10,800 Shares 287 Est. Cost $38.37 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $10,710 Shares 894 Est. Cost $44.52 Unrealized +41.9%
WELLS FARGO ADV HI INC 0.0%
Value ($000) $10,631 Shares 73 Est. Cost $145630.14 Unrealized
QUICKLOGIC CORP 0.0%
Value ($000) $10,000 Shares 16 Est. Cost $3.00 Unrealized
GREAT PLAINS ENERGY INC 0.0%
Value ($000) $10,000 Shares 242 Est. Cost $26.70 Unrealized
PERFORMANCE SPORTS GROUP LTD 0.0%
Value ($000) $10,000 Shares 180 Est. Cost $55555.56 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $8,848 Shares 862 Est. Cost $61.34 Unrealized +21.4%
BBY BEST BUY INC 0.0%
Value ($000) $8,110 Shares 264 Est. Cost $25.66 Unrealized -5.7%
C CITIGROUP INC 0.0%
Value ($000) $7,834 Shares 433 Est. Cost $36.15 Unrealized +12.2%
ALLETE INC 0.0%
Value ($000) $7,500 Shares 348 Est. Cost $52.80 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $7,408 Shares 709 Est. Cost $48.14 Unrealized +40.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $7,245 Shares 991 Est. Cost $63.99 Unrealized +63.9%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $7,133 Shares 280 Est. Cost $27.23 Unrealized +5.0%
GIS GENERAL MILLS 0.0%
Value ($000) $6,875 Shares 383 Est. Cost $36.12 Unrealized +7.4%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $6,750 Shares 281 Est. Cost $22.29 Unrealized +49.4%
HD HOME DEPOT INC 0.0%
Value ($000) $6,530 Shares 726 Est. Cost $59.23 Unrealized +47.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $6,492 Shares 399 Est. Cost $41.57 Unrealized +11.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $6,127 Shares 284 Est. Cost $31.09 Unrealized +31.6%
MET METLIFE INC 0.0%
Value ($000) $6,115 Shares 342 Est. Cost $24.92 Unrealized +32.9%
SNY SANOFI 0.0%
Value ($000) $6,050 Shares 300 Est. Cost $51.14 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $5,150 Shares 298 Est. Cost $41.90 Unrealized -2.1%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $5,045 Shares 298 Est. Cost $39.20 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $4,954 Shares 472 Est. Cost $70.72 Unrealized +15.9%
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $4,930 Shares 323 Est. Cost $44.60 Unrealized +18.8%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $4,909 Shares 451 Est. Cost $49.85 Unrealized +48.4%
UAL UNITED CONTINENTAL 0.0%
Value ($000) $4,752 Shares 252 Est. Cost $67.75 Unrealized -14.6%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $4,680 Shares 285 Est. Cost $47.65 Unrealized 0.0%
NVO NOVO-NORDISK 0.0%
Value ($000) $4,664 Shares 255 Est. Cost $18290.19 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $4,400 Shares 253 Est. Cost $18.13 Unrealized +54.8%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $4,175 Shares 2,130 Est. Cost $299.12 Unrealized +62.5%
REYNOLDS AMERICA 0.0%
Value ($000) $4,054 Shares 303 Est. Cost $68.96 Unrealized
ALEXION PHARMACEUTICALS INC 0.0%
Value ($000) $3,500 Shares 633 Est. Cost $92.25 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $2,785 Shares 295 Est. Cost $69.60 Unrealized +9.0%
CLX CLOROX COMPANY 0.0%
Value ($000) $2,600 Shares 270 Est. Cost $65.65 Unrealized +21.9%
DIS WALT DISNEY COMPANY 0.0%
Value ($000) $2,185 Shares 249 Est. Cost $100.00 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,883 Shares 267 Est. Cost $107.06 Unrealized +3.0%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1,873 Shares 354 Est. Cost $5290.96 Unrealized
GOOGLE INC 0.0%
Value ($000) $1,870 Shares 973 Est. Cost $969.92 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $1,852 Shares 243 Est. Cost $102.82 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $1,181 Shares 323 Est. Cost $250.83 Unrealized