CHILTON CAPITAL MANAGEMENT LLC Diversified Active

CIK: 0001056859 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 13, 2013

Total Value ($000): $873,368,160 (100.0% shares, 0.0% debt)

Holdings (399)

RHHBY Roche Holding AG 2.7%
Value ($000) $23,742,265 Shares 351,581 Est. Cost $1606.84 Unrealized
AAPL Apple Computer 2.5%
Value ($000) $21,547,193 Shares 45,196 Est. Cost $13.16 Unrealized +8.5%
JNJ Johnson & Johnson 2.3%
Value ($000) $20,323,950 Shares 234,444 Est. Cost $59.70 Unrealized +6.4%
DuPont 2.3%
Value ($000) $20,202,614 Shares 344,990 Est. Cost $52.50 Unrealized
Chicago Bridge & Iron 2.2%
Value ($000) $19,089,589 Shares 281,682 Est. Cost $59.66 Unrealized
NSRGY Nestle SA Spons ADR 2.1%
Value ($000) $17,926,663 Shares 257,567 Est. Cost $14078.34 Unrealized
National Oilwell Varco 2.1%
Value ($000) $17,925,151 Shares 229,486 Est. Cost $8869.21 Unrealized
Agilent Technologies 2.0%
Value ($000) $17,707,541 Shares 345,513 Est. Cost $3020.97 Unrealized
CMI Cummins 2.0%
Value ($000) $17,505,357 Shares 131,748 Est. Cost $81.63 Unrealized +9.1%
Xilinx 2.0%
Value ($000) $17,485,543 Shares 373,216 Est. Cost $2311.22 Unrealized
Altera 1.9%
Value ($000) $16,886,284 Shares 454,421 Est. Cost $8483.73 Unrealized
QCOM Qualcomm 1.9%
Value ($000) $16,720,066 Shares 248,367 Est. Cost $45.07 Unrealized +3.3%
EMC 1.9%
Value ($000) $16,335,294 Shares 639,096 Est. Cost $1066.90 Unrealized
SLB Schlumberger 1.9%
Value ($000) $16,328,751 Shares 184,798 Est. Cost $52.90 Unrealized +11.5%
Monsanto 1.8%
Value ($000) $15,750,894 Shares 150,914 Est. Cost $36089.41 Unrealized
SBUX Starbucks 1.8%
Value ($000) $15,648,386 Shares 203,305 Est. Cost $24.41 Unrealized +15.8%
PG Procter & Gamble 1.8%
Value ($000) $15,567,534 Shares 205,947 Est. Cost $55.02 Unrealized +2.2%
Exxon Mobil 1.6%
Value ($000) $14,151,544 Shares 164,476 Est. Cost $90.35 Unrealized
SPG Simon Ppty Group New 1.6%
Value ($000) $14,094,335 Shares 95,084 Est. Cost $85.75 Unrealized -5.6%
Costco Wholesale 1.6%
Value ($000) $13,960,332 Shares 121,215 Est. Cost $3176.55 Unrealized
WFC Wells Fargo 1.4%
Value ($000) $12,155,642 Shares 294,183 Est. Cost $27.36 Unrealized +10.3%
Coach 1.4%
Value ($000) $11,810,871 Shares 216,594 Est. Cost $57.09 Unrealized
EOG Resources 1.3%
Value ($000) $11,677,950 Shares 68,986 Est. Cost $15657.25 Unrealized
BRKR Bruker 1.3%
Value ($000) $11,355,373 Shares 549,897 Est. Cost $16.60 Unrealized +10.6%
BE Aerospace 1.3%
Value ($000) $11,338,826 Shares 153,601 Est. Cost $63.08 Unrealized
Starwood Htls & Resorts 1.3%
Value ($000) $11,246,264 Shares 169,244 Est. Cost $63.19 Unrealized
EBAY eBay 1.3%
Value ($000) $11,125,523 Shares 199,400 Est. Cost $20.15 Unrealized -0.9%
MSFT Microsoft 1.2%
Value ($000) $10,520,773 Shares 316,129 Est. Cost $26.70 Unrealized +1.1%
Sovran Self Storage Inc. 1.2%
Value ($000) $10,360,572 Shares 136,900 Est. Cost $64.79 Unrealized
HAL Halliburton 1.2%
Value ($000) $10,210,400 Shares 212,054 Est. Cost $33.21 Unrealized +12.4%
META Facebook Inc Class A 1.2%
Value ($000) $10,071,316 Shares 200,504 Est. Cost $25.44 Unrealized +45.3%
SPY Standard & Poors Depository Receipts 1.1%
Value ($000) $10,013,396 Shares 59,600 Est. Cost $15816.05 Unrealized
CSL Carlisle Cos Inc 1.1%
Value ($000) $9,791,748 Shares 139,305 Est. Cost $56.62 Unrealized +2.0%
Google Cl A 1.1%
Value ($000) $9,682,309 Shares 11,054 Est. Cost $15524.91 Unrealized
PII Polaris Industries Inc. 1.1%
Value ($000) $9,431,044 Shares 73,007 Est. Cost $91.58 Unrealized +22.6%
AVB Avalonbay Cmntys Inc 1.1%
Value ($000) $9,391,824 Shares 73,899 Est. Cost $87.70 Unrealized -0.5%
KO Coca Cola 1.0%
Value ($000) $9,022,524 Shares 238,187 Est. Cost $27.85 Unrealized -3.9%
MAC Macerich Company 1.0%
Value ($000) $8,911,144 Shares 157,887 Est. Cost $1869.25 Unrealized
Alere 1.0%
Value ($000) $8,737,181 Shares 285,809 Est. Cost $2531.76 Unrealized
FMC FMC Corp 1.0%
Value ($000) $8,617,660 Shares 120,157 Est. Cost $40.72 Unrealized +9.1%
HXL Hexcel 0.9%
Value ($000) $8,083,320 Shares 208,333 Est. Cost $32.31 Unrealized +12.5%
BWA BorgWarner 0.9%
Value ($000) $8,046,412 Shares 79,361 Est. Cost $29.44 Unrealized +19.7%
VNO Vornado Realty Trust 0.9%
Value ($000) $8,008,000 Shares 95,265 Est. Cost $4302.65 Unrealized
WM Waste Management 0.9%
Value ($000) $7,487,947 Shares 181,570 Est. Cost $30.75 Unrealized +4.1%
EMR Emerson Electric 0.8%
Value ($000) $7,233,007 Shares 111,793 Est. Cost $40.02 Unrealized +9.5%
Dow Chemical 0.8%
Value ($000) $7,175,846 Shares 186,871 Est. Cost $32.17 Unrealized
Merck 0.8%
Value ($000) $6,763,763 Shares 142,069 Est. Cost $1839.22 Unrealized
BXP Boston Properties Inc 0.8%
Value ($000) $6,752,352 Shares 63,165 Est. Cost $63.92 Unrealized -1.8%
CVS CVS 0.8%
Value ($000) $6,739,063 Shares 118,750 Est. Cost $41.46 Unrealized +3.2%
EXPD Expeditors Int'l of Wash Inc 0.8%
Value ($000) $6,639,005 Shares 150,681 Est. Cost $31.80 Unrealized +10.9%
GLW Corning 0.8%
Value ($000) $6,584,613 Shares 451,310 Est. Cost $10.49 Unrealized +2.5%
Novartis AG ADR 0.7%
Value ($000) $6,321,134 Shares 82,403 Est. Cost $70.72 Unrealized
TSCO Tractor Supply 0.7%
Value ($000) $6,273,141 Shares 93,392 Est. Cost $9.52 Unrealized +9.0%
CPT Camden Property Trust 0.7%
Value ($000) $6,203,254 Shares 100,964 Est. Cost $42.79 Unrealized -3.3%
RCI Rogers 0.7%
Value ($000) $6,058,217 Shares 140,856 Est. Cost $46.12 Unrealized -11.8%
Goldman Sachs 0.7%
Value ($000) $5,949,487 Shares 37,605 Est. Cost $151.24 Unrealized
Vodafone PLC ADR 0.6%
Value ($000) $5,567,059 Shares 158,245 Est. Cost $28.75 Unrealized
American Tower Corp Cl A 0.6%
Value ($000) $5,537,660 Shares 74,702 Est. Cost $73.17 Unrealized
Extra Space Storage Inc 0.6%
Value ($000) $5,490,915 Shares 120,020 Est. Cost $2691.80 Unrealized
PEP Pepsico 0.6%
Value ($000) $5,421,582 Shares 68,196 Est. Cost $56.00 Unrealized +1.4%
WMT Wal-Mart 0.6%
Value ($000) $5,376,078 Shares 72,689 Est. Cost $19.98 Unrealized -1.0%
WAT Waters 0.6%
Value ($000) $5,198,661 Shares 48,947 Est. Cost $95.88 Unrealized +7.0%
AmREIT Inc Cl B 0.6%
Value ($000) $5,185,013 Shares 298,848 Est. Cost $2417.29 Unrealized
SRE Sempra Energy 0.6%
Value ($000) $4,980,208 Shares 58,180 Est. Cost $27.60 Unrealized +5.1%
Varian Medical Systems 0.6%
Value ($000) $4,924,707 Shares 65,900 Est. Cost $1263.87 Unrealized
EGP Eastgroup Ppty MD Corp 0.6%
Value ($000) $4,812,944 Shares 81,286 Est. Cost $4045.64 Unrealized
Taubman Centers Inc 0.5%
Value ($000) $4,591,417 Shares 68,213 Est. Cost $7029.97 Unrealized
UDR UDR Inc Com 0.5%
Value ($000) $4,484,534 Shares 189,221 Est. Cost $15.83 Unrealized -0.9%
CFR Cullen Frost Bankers 0.5%
Value ($000) $4,067,560 Shares 57,655 Est. Cost $43.57 Unrealized +13.8%
DEI Douglas Emmett Inc 0.5%
Value ($000) $3,937,242 Shares 167,756 Est. Cost $24.95 Unrealized
Cree Inc Com 0.4%
Value ($000) $3,708,366 Shares 61,611 Est. Cost $1269.07 Unrealized
Francescas Holdings Corp 0.4%
Value ($000) $3,697,318 Shares 198,567 Est. Cost $6776.31 Unrealized
Coresite Realty Corp 0.4%
Value ($000) $3,343,557 Shares 98,514 Est. Cost $2982.60 Unrealized
TMO Thermo Fisher Scientific 0.4%
Value ($000) $3,339,055 Shares 36,235 Est. Cost $80.57 Unrealized +7.7%
Western Gas Partners LP 0.4%
Value ($000) $3,286,225 Shares 54,652 Est. Cost $64.88 Unrealized
Hersha Hospitality Trust 0.4%
Value ($000) $3,283,960 Shares 587,470 Est. Cost $303.03 Unrealized
AAT American Assets Tr Inc 0.4%
Value ($000) $3,280,710 Shares 107,529 Est. Cost $30.86 Unrealized
PLD Prologis 0.4%
Value ($000) $3,167,754 Shares 84,204 Est. Cost $27.52 Unrealized -5.4%
Glimcher Realty Trust 0.4%
Value ($000) $3,075,540 Shares 315,440 Est. Cost $485.62 Unrealized
Weingarten Realty Investors 0.3%
Value ($000) $2,844,570 Shares 96,985 Est. Cost $1199.90 Unrealized
DLR Digital Realty Trust Inc 0.3%
Value ($000) $2,806,070 Shares 52,845 Est. Cost $38.48 Unrealized -8.9%
Health Care REIT Inc 0.3%
Value ($000) $2,730,310 Shares 43,769 Est. Cost $67.03 Unrealized
Kite Realty Group Trust 0.3%
Value ($000) $2,643,861 Shares 445,845 Est. Cost $538.78 Unrealized
NuStar Energy LP 0.3%
Value ($000) $2,553,804 Shares 63,670 Est. Cost $4617.15 Unrealized
AHRT Armada Hoffler Properties 0.3%
Value ($000) $2,387,666 Shares 240,935 Est. Cost $951.96 Unrealized
AMAT Applied Materials 0.3%
Value ($000) $2,328,730 Shares 132,835 Est. Cost $12.22 Unrealized +10.8%
BAC Bank of America 0.3%
Value ($000) $2,266,802 Shares 164,261 Est. Cost $10.03 Unrealized +12.0%
PM Philip Morris 0.3%
Value ($000) $2,214,193 Shares 25,571 Est. Cost $49.85 Unrealized -5.0%
EPD Enterprise Products Partners 0.2%
Value ($000) $2,182,424 Shares 35,754 Est. Cost $62.15 Unrealized
BND Vanguard Bd Index Fd 0.2%
Value ($000) $2,125,688 Shares 26,282 Est. Cost $14782.25 Unrealized
MMM 3M 0.2%
Value ($000) $2,109,616 Shares 17,667 Est. Cost $61.26 Unrealized +7.7%
EdR Trust 0.2%
Value ($000) $2,005,375 Shares 220,371 Est. Cost $409.92 Unrealized
Terreno Realty Corp 0.2%
Value ($000) $1,897,656 Shares 106,850 Est. Cost $1420.74 Unrealized
VXF Vanguard Extended Market 0.2%
Value ($000) $1,876,252 Shares 24,329 Est. Cost $8848.76 Unrealized
Cyberonics 0.2%
Value ($000) $1,815,224 Shares 35,775 Est. Cost $51.96 Unrealized
HST Host Hotels & Resorts 0.2%
Value ($000) $1,767,795 Shares 100,045 Est. Cost $10.77 Unrealized +0.9%
Hersha Hospitality 8.0% Pfd Series B 0.2%
Value ($000) $1,751,800 Shares 68,725 Est. Cost $25.57 Unrealized
PSA Public Storage Inc 0.2%
Value ($000) $1,625,890 Shares 10,127 Est. Cost $98.43 Unrealized +0.0%
Magellan Midstream Partners LP 0.2%
Value ($000) $1,546,182 Shares 27,400 Est. Cost $1258.12 Unrealized
CVX Chevron 0.2%
Value ($000) $1,481,936 Shares 12,197 Est. Cost $71.32 Unrealized +2.5%
General Growth Prop 6.375% Pfd Series A 0.2%
Value ($000) $1,475,841 Shares 67,390 Est. Cost $1428.83 Unrealized
CBL & Associates 7.375% Pfd Series D 0.2%
Value ($000) $1,420,113 Shares 56,850 Est. Cost $25.30 Unrealized
Glimcher Realty Trust 7.5% Pfd Series H 0.2%
Value ($000) $1,400,790 Shares 56,920 Est. Cost $25.10 Unrealized
VCIT Vanguard Int-Term Corp Bond ETF 0.2%
Value ($000) $1,396,034 Shares 16,735 Est. Cost $83.00 Unrealized
BRE Properties, Inc. 0.2%
Value ($000) $1,388,032 Shares 27,345 Est. Cost $50.02 Unrealized
Diageo PLC-Sponsored ADR 0.2%
Value ($000) $1,387,714 Shares 10,920 Est. Cost $114.97 Unrealized
First Potomac Realty 7.750% Pfd Series A 0.2%
Value ($000) $1,361,059 Shares 53,585 Est. Cost $26.37 Unrealized
EFA IShares MSCI EAFE Index Fund 0.2%
Value ($000) $1,360,237 Shares 21,320 Est. Cost $57.32 Unrealized
Coresite 7.25% Pfd Series A 0.1%
Value ($000) $1,254,868 Shares 52,615 Est. Cost $863.15 Unrealized
Cameron International 0.1%
Value ($000) $1,236,685 Shares 21,187 Est. Cost $955.60 Unrealized
HSY Hershey 0.1%
Value ($000) $1,090,575 Shares 11,790 Est. Cost $65.69 Unrealized +6.1%
Select Sector Spdr Consumer Discretionary 0.1%
Value ($000) $1,087,217 Shares 17,932 Est. Cost $56.38 Unrealized
BP BP PLC ADR 0.1%
Value ($000) $1,069,075 Shares 25,436 Est. Cost $41.73 Unrealized
Cedar Shopping Centers 7.25% Pfd Series B 0.1%
Value ($000) $1,036,334 Shares 45,058 Est. Cost $25.70 Unrealized
Altria 0.1%
Value ($000) $1,035,481 Shares 30,145 Est. Cost $34.98 Unrealized
Taubman Centers 6.5% Pfd Series J 0.1%
Value ($000) $1,013,911 Shares 42,745 Est. Cost $709.44 Unrealized
S L Green Realty Corp 6.5% Pfd Series I 0.1%
Value ($000) $978,692 Shares 42,185 Est. Cost $1260.76 Unrealized
Kite Realty Group Tr 8.25% Pfd Series A 0.1%
Value ($000) $975,500 Shares 38,195 Est. Cost $25.76 Unrealized
Select Sector Spdr Health Care 0.1%
Value ($000) $972,694 Shares 19,227 Est. Cost $47.59 Unrealized
Select Sector Spdr Industrial 0.1%
Value ($000) $956,964 Shares 20,622 Est. Cost $42.62 Unrealized
Select Sector Spdr Financial 0.1%
Value ($000) $947,657 Shares 47,609 Est. Cost $19.45 Unrealized
Select Sector Spdr Materials 0.1%
Value ($000) $898,174 Shares 21,380 Est. Cost $38.35 Unrealized
Select Sector Spdr Energy 0.1%
Value ($000) $891,520 Shares 10,753 Est. Cost $78.30 Unrealized
Select Sector Spdr Technology 0.1%
Value ($000) $875,397 Shares 27,322 Est. Cost $30.59 Unrealized
Select Sector Spdr Consumer Staples 0.1%
Value ($000) $868,874 Shares 21,831 Est. Cost $39.67 Unrealized
General Electric 0.1%
Value ($000) $866,562 Shares 36,273 Est. Cost $23.19 Unrealized
Royal Dutch Shell Cl-A ADR 0.1%
Value ($000) $831,903 Shares 12,666 Est. Cost $63.79 Unrealized
Select Sector Spdr Utilities 0.1%
Value ($000) $822,716 Shares 22,016 Est. Cost $37.61 Unrealized
PFE Pfizer 0.1%
Value ($000) $786,347 Shares 27,375 Est. Cost $16.46 Unrealized -0.6%
Apollo Commercial 8.625% Pfd Ser A 0.1%
Value ($000) $762,035 Shares 30,025 Est. Cost $3551.96 Unrealized
Pebblebrook Hotel Tr 8.0% Pfd Series B 0.1%
Value ($000) $756,790 Shares 29,300 Est. Cost $26.09 Unrealized
Retail Properties 7.0% Pfd Series A 0.1%
Value ($000) $743,006 Shares 32,375 Est. Cost $658.69 Unrealized
Post Properties Inc 0.1%
Value ($000) $690,922 Shares 15,347 Est. Cost $25536.78 Unrealized
Cubesmart 7.75% Pfd Series A 0.1%
Value ($000) $640,805 Shares 25,051 Est. Cost $25.94 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $631,570 Shares 5,564 Est. Cost $110.02 Unrealized +4.9%
SPIB SPDR Barclays Cap I/T Corp Bond ETF 0.1%
Value ($000) $602,348 Shares 17,850 Est. Cost $33.56 Unrealized
JP Morgan Chase 0.1%
Value ($000) $588,232 Shares 11,380 Est. Cost $52.81 Unrealized
Terreno Realty 7.75% Pfd Series A 0.1%
Value ($000) $536,387 Shares 21,585 Est. Cost $25.38 Unrealized
Pebblebrook Hotel Tr 6.5% Pfd Series C 0.1%
Value ($000) $530,548 Shares 24,850 Est. Cost $2083.78 Unrealized
Kilroy Realty Corp 6.375% Pfd Series H 0.1%
Value ($000) $519,484 Shares 23,775 Est. Cost $2048.89 Unrealized
Penn REIT 8.25% Pfd Series A 0.1%
Value ($000) $505,762 Shares 19,795 Est. Cost $26.44 Unrealized
M&T Capital Trust IV 8.50% pfd A (c013113) 0.1%
Value ($000) $502,201 Shares 19,579 Est. Cost $25.84 Unrealized
VWO Vanguard Emerging Market 0.1%
Value ($000) $479,533 Shares 11,948 Est. Cost $4512.22 Unrealized
Glimcher Realty Trust 8.125% Pfd Series G 0.1%
Value ($000) $457,736 Shares 18,238 Est. Cost $25.10 Unrealized
Molycorp 0.1%
Value ($000) $446,834 Shares 68,115 Est. Cost $6.20 Unrealized
AXP American Express 0.0%
Value ($000) $426,537 Shares 5,648 Est. Cost $59.62 Unrealized +6.1%
Nordic American Tanker Shipping 0.0%
Value ($000) $424,442 Shares 51,510 Est. Cost $7.57 Unrealized
Teco Energy 0.0%
Value ($000) $423,093 Shares 25,580 Est. Cost $17.20 Unrealized
United Technologies 0.0%
Value ($000) $421,145 Shares 3,906 Est. Cost $92.93 Unrealized
IBM IBM 0.0%
Value ($000) $409,433 Shares 2,211 Est. Cost $118.94 Unrealized -6.2%
Kilroy Realty Corp 6.875% Pfd Series G 0.0%
Value ($000) $397,680 Shares 16,570 Est. Cost $25.29 Unrealized
Verizon 0.0%
Value ($000) $390,903 Shares 8,375 Est. Cost $50.32 Unrealized
Glimcher Realty Trust 6.875% Pfd Series I 0.0%
Value ($000) $389,903 Shares 16,770 Est. Cost $1686.59 Unrealized
Calpine 0.0%
Value ($000) $388,309 Shares 19,985 Est. Cost $21.22 Unrealized
Stag Industrial 9.0% Pfd Series A 0.0%
Value ($000) $382,926 Shares 14,315 Est. Cost $26.57 Unrealized
Dupont Fabros Tech 7.875% Pfd Series A 0.0%
Value ($000) $380,365 Shares 15,070 Est. Cost $25.62 Unrealized
Digital Realty Trust 7.0% Pfd Series E 0.0%
Value ($000) $376,486 Shares 15,700 Est. Cost $25.61 Unrealized
Investors REIT 7.95% Pfd Series B 0.0%
Value ($000) $374,663 Shares 14,550 Est. Cost $26.24 Unrealized
MCD McDonald's 0.0%
Value ($000) $365,598 Shares 3,800 Est. Cost $71.80 Unrealized -1.7%
Unilever 0.0%
Value ($000) $355,322 Shares 9,210 Est. Cost $40.50 Unrealized
Sabra Health Care 7.125% Pfd Series A 0.0%
Value ($000) $352,688 Shares 14,850 Est. Cost $25.16 Unrealized
NWE NorthWestern Corp 0.0%
Value ($000) $352,622 Shares 7,850 Est. Cost $24.78 Unrealized +2.7%
CSCO Cisco 0.0%
Value ($000) $352,449 Shares 15,042 Est. Cost $15.24 Unrealized +11.1%
APD Air Products & Chemicals 0.0%
Value ($000) $352,107 Shares 3,304 Est. Cost $61.55 Unrealized +13.9%
NVO Novo Nordisk A.S. 0.0%
Value ($000) $338,440 Shares 2,000 Est. Cost $155.00 Unrealized
Digital Realty Trust 6.625% Pfd Series F 0.0%
Value ($000) $335,700 Shares 15,000 Est. Cost $1217.20 Unrealized
Pebblebrook Hotel Tr 7.875% Pfd Series A 0.0%
Value ($000) $333,465 Shares 12,900 Est. Cost $25.86 Unrealized
EPR EPR Properties 0.0%
Value ($000) $320,417 Shares 6,574 Est. Cost $26854.15 Unrealized
CVR Partners LP 0.0%
Value ($000) $317,273 Shares 17,925 Est. Cost $22.71 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $310,248 Shares 11,512 Est. Cost $17.33 Unrealized +13.4%
Celgene 0.0%
Value ($000) $300,567 Shares 1,950 Est. Cost $116.92 Unrealized
CAT Caterpillar 0.0%
Value ($000) $287,813 Shares 3,451 Est. Cost $61.55 Unrealized +0.1%
AT&T 0.0%
Value ($000) $277,493 Shares 8,205 Est. Cost $35.34 Unrealized
Mastercard Inc Cl A 0.0%
Value ($000) $275,167 Shares 409 Est. Cost $573.85 Unrealized
IWM iShares Russell 2000 Index Fd. 0.0%
Value ($000) $266,525 Shares 2,500 Est. Cost $97.16 Unrealized
CL Colgate Palmolive 0.0%
Value ($000) $263,173 Shares 4,438 Est. Cost $44.38 Unrealized +0.4%
DIS Disney 0.0%
Value ($000) $254,413 Shares 3,945 Est. Cost $56.11 Unrealized +1.5%
Hersha Hospitality 6.875% Pfd Series C 0.0%
Value ($000) $240,448 Shares 10,400 Est. Cost $1912.02 Unrealized
CAG ConAgra Foods 0.0%
Value ($000) $235,135 Shares 7,750 Est. Cost $17.69 Unrealized +0.4%
BSV Vanguard Bond Index Short Term 0.0%
Value ($000) $233,073 Shares 2,900 Est. Cost $80.00 Unrealized
Vornado Realty Tr 6.625% Pfd Series I 0.0%
Value ($000) $232,204 Shares 9,540 Est. Cost $25.25 Unrealized
SYY Sysco 0.0%
Value ($000) $229,176 Shares 7,200 Est. Cost $24.40 Unrealized -1.7%
IGSB iShares Tr Barclays 1-3 Yr 0.0%
Value ($000) $228,984 Shares 2,175 Est. Cost $104.83 Unrealized
Weingarten Realty 6.5% Pfd Series F 0.0%
Value ($000) $227,416 Shares 9,378 Est. Cost $25.17 Unrealized
SHY iShares 1-3 Yr Treasury Bd Fd 0.0%
Value ($000) $221,311 Shares 2,620 Est. Cost $84.35 Unrealized
HD Home Depot 0.0%
Value ($000) $219,813 Shares 2,898 Est. Cost $56.05 Unrealized +3.2%
DHR Danaher 0.0%
Value ($000) $219,536 Shares 3,167 Est. Cost $25.01 Unrealized +9.6%
Transcanada 0.0%
Value ($000) $197,730 Shares 4,500 Est. Cost $43.11 Unrealized
SHV IShares Barclay Short Treasury Bond 0.0%
Value ($000) $195,712 Shares 1,775 Est. Cost $110.42 Unrealized
NKE Nike Cl B 0.0%
Value ($000) $191,334 Shares 2,634 Est. Cost $26.53 Unrealized +5.3%
IGIB iShares Barclays Intermed Credit Bond ETF 0.0%
Value ($000) $183,481 Shares 1,700 Est. Cost $107.65 Unrealized
TEVA Teva Pharmaceutical ADR 0.0%
Value ($000) $181,722 Shares 4,810 Est. Cost $39.21 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $179,960 Shares 2,000 Est. Cost $40.27 Unrealized +5.5%
ORCL Oracle Systems 0.0%
Value ($000) $179,649 Shares 5,416 Est. Cost $27.58 Unrealized -1.9%
Saul Centers Inc 6.875% Series C 0.0%
Value ($000) $178,144 Shares 7,600 Est. Cost $25.51 Unrealized
Target 0.0%
Value ($000) $177,864 Shares 2,780 Est. Cost $68.71 Unrealized
Leucadia National 0.0%
Value ($000) $173,464 Shares 6,368 Est. Cost $26.19 Unrealized
Dupont Fabros 7.625% Pfd Series B 0.0%
Value ($000) $171,319 Shares 6,850 Est. Cost $1849.35 Unrealized
KMPR Kemper Corp 0.0%
Value ($000) $170,352 Shares 5,070 Est. Cost $32.74 Unrealized +6.6%
INTC Intel 0.0%
Value ($000) $168,011 Shares 7,330 Est. Cost $17.18 Unrealized -1.6%
KMB Kimberly-Clark 0.0%
Value ($000) $164,508 Shares 1,746 Est. Cost $62.95 Unrealized -3.0%
FCX Freeport McMoran Cl B 0.0%
Value ($000) $162,919 Shares 4,925 Est. Cost $24.45 Unrealized +5.0%
Bunge 0.0%
Value ($000) $151,820 Shares 2,000 Est. Cost $71.00 Unrealized
GLRE Greenlight Capital 0.0%
Value ($000) $147,177 Shares 5,175 Est. Cost $24.55 Unrealized +10.1%
SJT San Juan Basin Royalty Trust 0.0%
Value ($000) $140,161 Shares 8,771 Est. Cost $16.08 Unrealized
Walgreen 0.0%
Value ($000) $131,918 Shares 2,452 Est. Cost $44.05 Unrealized
Campus Crest 8.0% Pfd Series A 0.0%
Value ($000) $130,650 Shares 5,025 Est. Cost $26.44 Unrealized
ITRI Itron 0.0%
Value ($000) $130,632 Shares 3,050 Est. Cost $42.64 Unrealized -4.0%
Urstadt Biddle 7.125% Pfd Series F 0.0%
Value ($000) $127,121 Shares 5,310 Est. Cost $25.89 Unrealized
AFL AFLAC 0.0%
Value ($000) $123,980 Shares 2,000 Est. Cost $20.11 Unrealized +11.7%
Life Technologies 0.0%
Value ($000) $120,850 Shares 1,615 Est. Cost $74.30 Unrealized
ConocoPhillips 0.0%
Value ($000) $120,461 Shares 1,733 Est. Cost $60.46 Unrealized
Express Scripts Holdings 0.0%
Value ($000) $118,594 Shares 1,919 Est. Cost $61.49 Unrealized
TC Pipelines, LP 0.0%
Value ($000) $116,880 Shares 2,400 Est. Cost $48.33 Unrealized
BDX Becton Dickinson 0.0%
Value ($000) $115,023 Shares 1,150 Est. Cost $78.11 Unrealized +3.2%
BMY Bristol-Myers Squibb 0.0%
Value ($000) $111,026 Shares 2,399 Est. Cost $28.67 Unrealized +1.9%
APH Amphenol 0.0%
Value ($000) $110,267 Shares 1,425 Est. Cost $8.50 Unrealized +2.1%
DE Deere 0.0%
Value ($000) $109,063 Shares 1,340 Est. Cost $68.04 Unrealized -3.1%
BA Boeing 0.0%
Value ($000) $108,570 Shares 924 Est. Cost $80.37 Unrealized +13.9%
Nuveen Insured Muni Opportunity 0.0%
Value ($000) $106,600 Shares 8,200 Est. Cost $13000.00 Unrealized
America Movil SAB 0.0%
Value ($000) $100,318 Shares 5,064 Est. Cost $21.72 Unrealized
PEG Public Service Enterprise Group 0.0%
Value ($000) $98,790 Shares 3,000 Est. Cost $21.73 Unrealized -2.1%
FOLGF Falcon Oil & Gas 0.0%
Value ($000) $97,108 Shares 542,500 Est. Cost $0.21 Unrealized -11.1%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $96,719 Shares 4,100 Est. Cost $21.71 Unrealized
XOM Exxon Mobil 0.0%
Value ($000) $93,353 Shares 1,085 Est. Cost $53.69 Unrealized +0.9%
Weingarten Realty 8.1% Notes (c091514) 0.0%
Value ($000) $92,457 Shares 4,355 Est. Cost $22.04 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $90,266 Shares 965 Est. Cost $57.83 Unrealized +2.4%
S L Green Realty Corp 0.0%
Value ($000) $88,840 Shares 1,000 Est. Cost $87.86 Unrealized
CNQ Canadian Natural Resources 0.0%
Value ($000) $84,888 Shares 2,700 Est. Cost $8.76 Unrealized +5.2%
PBA Pembina Pipeline 0.0%
Value ($000) $82,825 Shares 2,500 Est. Cost $16.65 Unrealized -0.4%
CMA Comerica 0.0%
Value ($000) $78,620 Shares 2,000 Est. Cost $24.17 Unrealized +11.7%
CenturyTel 0.0%
Value ($000) $78,450 Shares 2,500 Est. Cost $35.20 Unrealized
Westport Innovations Inc 0.0%
Value ($000) $77,408 Shares 3,200 Est. Cost $33.44 Unrealized
LLY Lilly Eli 0.0%
Value ($000) $75,495 Shares 1,500 Est. Cost $42.21 Unrealized -2.9%
ESS Essex Property Trust 0.0%
Value ($000) $73,850 Shares 500 Est. Cost $105.05 Unrealized -0.7%
Dendreon Corp 0.0%
Value ($000) $73,250 Shares 25,000 Est. Cost $4.12 Unrealized
Yandex NV 0.0%
Value ($000) $73,059 Shares 2,006 Est. Cost $36420.24 Unrealized
MDLZ Mondelez Intl Inc 0.0%
Value ($000) $70,477 Shares 2,243 Est. Cost $23.16 Unrealized +2.4%
Pharmacyclics Inc 0.0%
Value ($000) $69,130 Shares 500 Est. Cost $80.00 Unrealized
VNQ Vanguard REIT Index 0.0%
Value ($000) $68,984 Shares 1,043 Est. Cost $68.44 Unrealized
Piedmont Natural Gas Co. 0.0%
Value ($000) $65,760 Shares 2,000 Est. Cost $33.50 Unrealized
BCE Inc 0.0%
Value ($000) $64,050 Shares 1,500 Est. Cost $41.33 Unrealized
Tortoise Energy Capital Corp 0.0%
Value ($000) $63,140 Shares 2,000 Est. Cost $34.50 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $60,435 Shares 1,500 Est. Cost $25.31 Unrealized +9.5%
Whiting Petroleum Corp 0.0%
Value ($000) $59,850 Shares 1,000 Est. Cost $46.00 Unrealized
Beam 0.0%
Value ($000) $58,185 Shares 900 Est. Cost $63.33 Unrealized
Luby's Cafeteria 0.0%
Value ($000) $57,196 Shares 7,966 Est. Cost $8.41 Unrealized
WisdomTree DEFA Fund 0.0%
Value ($000) $56,870 Shares 1,100 Est. Cost $46.36 Unrealized
Potash Corp 0.0%
Value ($000) $56,304 Shares 1,800 Est. Cost $38.33 Unrealized
Plum Creek Timber 0.0%
Value ($000) $56,196 Shares 1,200 Est. Cost $46.67 Unrealized
HON Honeywell 0.0%
Value ($000) $55,388 Shares 667 Est. Cost $53.13 Unrealized +8.2%
Public Storage 6.35% Pfd Series R 0.0%
Value ($000) $54,164 Shares 2,200 Est. Cost $25.45 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $51,607 Shares 980 Est. Cost $32262.37 Unrealized
Sunesis Pharmaceuticals 0.0%
Value ($000) $49,600 Shares 10,000 Est. Cost $5.20 Unrealized
Corrections Corp of America 0.0%
Value ($000) $49,407 Shares 1,430 Est. Cost $34550.35 Unrealized
Abbvie Inc 0.0%
Value ($000) $49,114 Shares 1,098 Est. Cost $41.17 Unrealized
Nextera Energy Inc 0.0%
Value ($000) $45,451 Shares 567 Est. Cost $31434.97 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $45,064 Shares 622 Est. Cost $47.34 Unrealized +8.4%
National Grid Plc 0.0%
Value ($000) $44,878 Shares 760 Est. Cost $56.58 Unrealized
Tennessee Valley Auth. Var. Pfd. Ser. D 0.0%
Value ($000) $44,460 Shares 2,000 Est. Cost $25.00 Unrealized
Wells Fargo 8% Series Pfd 0.0%
Value ($000) $43,943 Shares 1,550 Est. Cost $29.03 Unrealized
L Loews Corp 0.0%
Value ($000) $43,515 Shares 931 Est. Cost $42.08 Unrealized +2.8%
Dell Computer 0.0%
Value ($000) $41,253 Shares 3,000 Est. Cost $13.33 Unrealized
STRS Stratus Properties Inc 0.0%
Value ($000) $40,200 Shares 3,000 Est. Cost $14.70 Unrealized -12.3%
PSX Phillips 66 0.0%
Value ($000) $39,838 Shares 689 Est. Cost $40.44 Unrealized -7.3%
Green Mountain Coffee 0.0%
Value ($000) $37,665 Shares 500 Est. Cost $76.00 Unrealized
Fortune Brands Homes 0.0%
Value ($000) $37,467 Shares 900 Est. Cost $38.89 Unrealized
Alps ETF Alerian MLP ETF 0.0%
Value ($000) $35,444 Shares 2,015 Est. Cost $17590.07 Unrealized
NUE Nucor Corporation 0.0%
Value ($000) $33,677 Shares 687 Est. Cost $33.48 Unrealized +3.2%
Lexicon Pharmaceuticals 0.0%
Value ($000) $33,320 Shares 14,000 Est. Cost $2.14 Unrealized
Holly Energy Partners LP 0.0%
Value ($000) $33,070 Shares 1,000 Est. Cost $38.00 Unrealized
Globalstar Inc 0.0%
Value ($000) $32,700 Shares 30,000 Est. Cost $0.57 Unrealized
AEP American Electric Power 0.0%
Value ($000) $32,079 Shares 740 Est. Cost $30.44 Unrealized -6.4%
F Ford Motor 0.0%
Value ($000) $32,053 Shares 1,900 Est. Cost $7.61 Unrealized +18.6%
Medtronic 0.0%
Value ($000) $30,885 Shares 580 Est. Cost $51.72 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $28,311 Shares 853 Est. Cost $28.85 Unrealized -4.0%
Hometown Bankshares Corp 0.0%
Value ($000) $26,400 Shares 4,125 Est. Cost $5.82 Unrealized
AGL Resources Holdings 0.0%
Value ($000) $26,237 Shares 570 Est. Cost $42.11 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $25,101 Shares 1,201 Est. Cost $19.15 Unrealized
AGG iShares Aggregate Bond Fund 0.0%
Value ($000) $24,870 Shares 232 Est. Cost $107.49 Unrealized
Royal Dutch Shell Ord A Shares 0.0%
Value ($000) $23,780 Shares 720 Est. Cost $31.94 Unrealized
SQM Sociedad Quimica y Minera de Chile SA 0.0%
Value ($000) $23,187 Shares 759 Est. Cost $40.84 Unrealized
Targa Partners 0.0%
Value ($000) $23,162 Shares 450 Est. Cost $51471.11 Unrealized
C Citigroup 0.0%
Value ($000) $23,042 Shares 475 Est. Cost $35.76 Unrealized +5.2%
Williams Partners 0.0%
Value ($000) $23,003 Shares 435 Est. Cost $35269.73 Unrealized
EIX Edison International 0.0%
Value ($000) $22,247 Shares 483 Est. Cost $30.71 Unrealized -3.5%
Elements Rogers TR Idx ETF 0.0%
Value ($000) $21,643 Shares 2,617 Est. Cost $8.02 Unrealized
Kraft Foods 0.0%
Value ($000) $20,940 Shares 399 Est. Cost $55.14 Unrealized
PBR Petroleo Brasileiro 0.0%
Value ($000) $20,803 Shares 1,343 Est. Cost $13.40 Unrealized
IWV Ishares Russell 3000 Index Funds 0.0%
Value ($000) $20,734 Shares 205 Est. Cost $95.65 Unrealized
Duke Capital Tr Certs 7.875% Pfd (cnow) 0.0%
Value ($000) $20,579 Shares 800 Est. Cost $26.25 Unrealized
Northeast Utilities 0.0%
Value ($000) $20,213 Shares 490 Est. Cost $42.86 Unrealized
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $20,068 Shares 400 Est. Cost $50.00 Unrealized
Marathon Oil 0.0%
Value ($000) $19,184 Shares 550 Est. Cost $34.55 Unrealized
Starwood Property Trust 0.0%
Value ($000) $19,176 Shares 800 Est. Cost $24.55 Unrealized
VFC VF Corp 0.0%
Value ($000) $18,910 Shares 95 Est. Cost $42.45 Unrealized +8.7%
Sunoco Logistics Partners 0.0%
Value ($000) $17,942 Shares 270 Est. Cost $62.96 Unrealized
VECO Veeco Instruments Inc 0.0%
Value ($000) $17,866 Shares 480 Est. Cost $37.63 Unrealized -7.0%
El Paso Pipeline Partners 0.0%
Value ($000) $17,732 Shares 420 Est. Cost $42.86 Unrealized
Exelon Corporation 0.0%
Value ($000) $16,747 Shares 565 Est. Cost $31.67 Unrealized
SPDR Gold Trust 0.0%
Value ($000) $16,663 Shares 130 Est. Cost $49375.74 Unrealized
Elements Rogers Agri TR Idx ETF 0.0%
Value ($000) $16,520 Shares 2,000 Est. Cost $8.50 Unrealized
Hatteras Financial Corp 0.0%
Value ($000) $15,904 Shares 850 Est. Cost $3321.87 Unrealized
Nasdaq-100 0.0%
Value ($000) $15,776 Shares 200 Est. Cost $70.00 Unrealized
Zoetis Inc 0.0%
Value ($000) $15,747 Shares 506 Est. Cost $30.98 Unrealized
AMZN Amazon Com Inc 0.0%
Value ($000) $15,632 Shares 50 Est. Cost $13.32 Unrealized +11.9%
Energy Transfer Part LP 0.0%
Value ($000) $15,621 Shares 300 Est. Cost $52070.00 Unrealized
Bemis Co Inc Com 0.0%
Value ($000) $15,604 Shares 400 Est. Cost $40.00 Unrealized
Magnum Hunter Res Corp 0.0%
Value ($000) $15,425 Shares 2,500 Est. Cost $3.60 Unrealized
PB Prosperity Bancshares 0.0%
Value ($000) $15,274 Shares 247 Est. Cost $34.46 Unrealized +24.1%
Salix Pharmaceuticals Ltd. 0.0%
Value ($000) $14,714 Shares 220 Est. Cost $68.18 Unrealized
HYG iShares TR IBoxx & High Yield Corp 0.0%
Value ($000) $14,653 Shares 160 Est. Cost $89.95 Unrealized
C&J Energy Services 0.0%
Value ($000) $14,056 Shares 700 Est. Cost $20.00 Unrealized
Spectra Energy 0.0%
Value ($000) $13,692 Shares 400 Est. Cost $35.00 Unrealized
Halcon Resources Corp 0.0%
Value ($000) $13,290 Shares 3,000 Est. Cost $5.67 Unrealized
Blackrock Inc 0.0%
Value ($000) $13,260 Shares 49 Est. Cost $265.31 Unrealized
The Blackstone Group 0.0%
Value ($000) $13,241 Shares 532 Est. Cost $24889.10 Unrealized
USB US Bancorp 0.0%
Value ($000) $12,620 Shares 345 Est. Cost $22.41 Unrealized +8.6%
IBB iShares Nasdaq Biotech Index Fd 0.0%
Value ($000) $12,576 Shares 60 Est. Cost $209600.00 Unrealized
SNY Sanofi Aventis Adr 0.0%
Value ($000) $12,151 Shares 240 Est. Cost $50.00 Unrealized
SPDR Dow Jones Indl Average ETF 0.0%
Value ($000) $12,080 Shares 80 Est. Cost $150.00 Unrealized
Spdr Barclays Capital High Yield Fund 0.0%
Value ($000) $11,555 Shares 290 Est. Cost $39.39 Unrealized
SO The Southern Co. 0.0%
Value ($000) $11,407 Shares 277 Est. Cost $26.74 Unrealized -5.3%
ITW Illinois Tool Works 0.0%
Value ($000) $11,135 Shares 146 Est. Cost $54.78 Unrealized 0.0%
UnitedHealth Group 0.0%
Value ($000) $11,100 Shares 155 Est. Cost $64.52 Unrealized
Zimmer Holdings 0.0%
Value ($000) $11,007 Shares 134 Est. Cost $74.63 Unrealized
General Motors 0.0%
Value ($000) $10,791 Shares 300 Est. Cost $33.33 Unrealized
LQD iShares Corporate Bond Fund 0.0%
Value ($000) $10,217 Shares 90 Est. Cost $112.50 Unrealized
Targa Resources Corp 0.0%
Value ($000) $10,214 Shares 140 Est. Cost $64.29 Unrealized
MKC McCormick Co. 0.0%
Value ($000) $9,576 Shares 148 Est. Cost $27.61 Unrealized 0.0%
TLT iShares Tr 20 Treas 0.0%
Value ($000) $9,044 Shares 85 Est. Cost $112.20 Unrealized
Stag Industrial 6.625% Pfd Series B 0.0%
Value ($000) $8,800 Shares 400 Est. Cost $25.00 Unrealized
Wisdomtree Emerging Markets 0.0%
Value ($000) $8,710 Shares 185 Est. Cost $47.46 Unrealized
PowerShares QQQQ Trust Series 1 0.0%
Value ($000) $8,677 Shares 110 Est. Cost $72.73 Unrealized
ALL Allstate 0.0%
Value ($000) $8,594 Shares 170 Est. Cost $37.12 Unrealized +3.9%
Blackrock Muni Income Trust II 0.0%
Value ($000) $8,406 Shares 600 Est. Cost $15.00 Unrealized
Meredith 0.0%
Value ($000) $8,143 Shares 171 Est. Cost $46.78 Unrealized
VOO Vanguard Index Fund S&P 500 0.0%
Value ($000) $7,700 Shares 100 Est. Cost $77000.00 Unrealized
ILF iShares Tr S&P Latin Amer 40 Index Fd 0.0%
Value ($000) $7,654 Shares 200 Est. Cost $35.00 Unrealized
Visa Inc Class A 0.0%
Value ($000) $7,644 Shares 40 Est. Cost $182.61 Unrealized
Ventas Inc 0.0%
Value ($000) $7,380 Shares 120 Est. Cost $61500.00 Unrealized
Allergan 0.0%
Value ($000) $7,326 Shares 81 Est. Cost $86.42 Unrealized
InterMune 0.0%
Value ($000) $7,229 Shares 470 Est. Cost $10.64 Unrealized
Markwest Energy Partners LP 0.0%
Value ($000) $7,223 Shares 100 Est. Cost $70.00 Unrealized
Brookfield Properties Corporation 0.0%
Value ($000) $6,675 Shares 350 Est. Cost $17.14 Unrealized
BIDU Baidu Com Inc Cl A 0.0%
Value ($000) $6,207 Shares 40 Est. Cost $100.00 Unrealized
IWB IShares Russell 1000 Index 0.0%
Value ($000) $6,121 Shares 65 Est. Cost $90.20 Unrealized
Salesforce.com Inc 0.0%
Value ($000) $5,606 Shares 108 Est. Cost $37.04 Unrealized
Alliance Holdings 0.0%
Value ($000) $5,389 Shares 90 Est. Cost $66.67 Unrealized
WYNN Wynn Resorts Ltd 0.0%
Value ($000) $5,372 Shares 34 Est. Cost $106.96 Unrealized +5.9%
Liberty Property Trust 0.0%
Value ($000) $5,340 Shares 150 Est. Cost $40.00 Unrealized
Barclays Bk Plc IPath Index Total Rtn 0.0%
Value ($000) $5,076 Shares 155 Est. Cost $32.00 Unrealized
Crosstex Energy LP 0.0%
Value ($000) $4,975 Shares 250 Est. Cost $20.00 Unrealized
JP Morgan Chase & Co Alerian MLP Index 0.0%
Value ($000) $4,683 Shares 105 Est. Cost $48.00 Unrealized
Brookfield Asset Mgmt - Cl A 0.0%
Value ($000) $4,451 Shares 119 Est. Cost $33.61 Unrealized
Duke Energy Corp. 0.0%
Value ($000) $4,407 Shares 66 Est. Cost $68.18 Unrealized
MUB IShares S&P National Muni Bond Fund 0.0%
Value ($000) $4,180 Shares 40 Est. Cost $105.19 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $3,852 Shares 58 Est. Cost $38.99 Unrealized +4.3%
Legacy Reserves LP 0.0%
Value ($000) $3,783 Shares 140 Est. Cost $28.57 Unrealized
Breitburn Enrgy Partners 0.0%
Value ($000) $3,776 Shares 206 Est. Cost $19.42 Unrealized
GILD Gilead Sciences 0.0%
Value ($000) $3,772 Shares 60 Est. Cost $36.21 Unrealized +14.7%
Anheuser-Busch 0.0%
Value ($000) $3,770 Shares 38 Est. Cost $78.95 Unrealized
Teekay Offshore Partners 0.0%
Value ($000) $3,670 Shares 110 Est. Cost $36.36 Unrealized
UBS AG-REG 0.0%
Value ($000) $3,591 Shares 175 Est. Cost $17.14 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $3,557 Shares 44 Est. Cost $64.01 Unrealized +19.5%
BTI British American Tobacco ADR 0.0%
Value ($000) $3,470 Shares 33 Est. Cost $90.91 Unrealized
MVO MV Oil Trust 0.0%
Value ($000) $2,927 Shares 100 Est. Cost $30.00 Unrealized
AIG American International Group 0.0%
Value ($000) $2,918 Shares 60 Est. Cost $32.51 Unrealized +10.8%
EEM ishares Tr MSCI Emerging Mkts Index Fd 0.0%
Value ($000) $2,649 Shares 65 Est. Cost $38.53 Unrealized
HGTXU Hughton Royalty Trust 0.0%
Value ($000) $2,465 Shares 330 Est. Cost $9.09 Unrealized
SCI Service Corp Int'l 0.0%
Value ($000) $2,272 Shares 122 Est. Cost $17.02 Unrealized +9.3%
Inergy, L.P. 0.0%
Value ($000) $2,162 Shares 157 Est. Cost $19.11 Unrealized
MXI Ishares S&P Global Materials 0.0%
Value ($000) $1,796 Shares 30 Est. Cost $57.14 Unrealized
ECL Ecolab 0.0%
Value ($000) $1,580 Shares 16 Est. Cost $73.48 Unrealized +10.5%
Intuitive Surgical 0.0%
Value ($000) $1,505 Shares 4 Est. Cost $500.00 Unrealized
Inergy Midstream 0.0%
Value ($000) $1,479 Shares 67 Est. Cost $14.93 Unrealized
CME Group 0.0%
Value ($000) $1,478 Shares 20 Est. Cost $100.00 Unrealized
CIT Group 0.0%
Value ($000) $1,463 Shares 30 Est. Cost $33.33 Unrealized
Range Resources Corp 0.0%
Value ($000) $1,442 Shares 19 Est. Cost $52.63 Unrealized
Adobe Systems 0.0%
Value ($000) $1,402 Shares 27 Est. Cost $37.04 Unrealized
Dominion Resource Black Warrior TR UTS 0.0%
Value ($000) $1,389 Shares 263 Est. Cost $3.80 Unrealized
Oculus Innovative Sciences 0.0%
Value ($000) $1,378 Shares 503 Est. Cost $1.99 Unrealized
McGraw Hill Companies 0.0%
Value ($000) $1,181 Shares 18 Est. Cost $55.56 Unrealized
VMWare Inc Cl A 0.0%
Value ($000) $1,133 Shares 14 Est. Cost $71.43 Unrealized
Corporate Executive Brd 0.0%
Value ($000) $1,089 Shares 15 Est. Cost $66.67 Unrealized
C.H. Robinson Worldwide Inc. 0.0%
Value ($000) $1,073 Shares 18 Est. Cost $55.56 Unrealized
MLM Martin Marietta Inc Com 0.0%
Value ($000) $982 Shares 10 Est. Cost $93.00 Unrealized -3.9%
SPH Suburban Propane Partners 0.0%
Value ($000) $749 Shares 16 Est. Cost $62.50 Unrealized
CX Cemex 0.0%
Value ($000) $727 Shares 65 Est. Cost $15.38 Unrealized
Ensco Place Shares Cl A 0.0%
Value ($000) $591 Shares 11 Est. Cost $90.91 Unrealized
Sears Holdings Corp 0.0%
Value ($000) $535 Shares 9 Est. Cost Unrealized
Discover Financial Services 0.0%
Value ($000) $303 Shares 6 Est. Cost Unrealized
Blackberry LTD 0.0%
Value ($000) $231 Shares 29 Est. Cost $7965.52 Unrealized
FSLR First Solar 0.0%
Value ($000) $121 Shares 3 Est. Cost $44.50 Unrealized -5.0%
Brookfield Property Partners 0.0%
Value ($000) $116 Shares 6 Est. Cost Unrealized
Monster Worldwide 0.0%
Value ($000) $106 Shares 24 Est. Cost Unrealized
Crimson Wine Group LTD 0.0%
Value ($000) $57 Shares 6 Est. Cost $9.43 Unrealized
Sears CDA 0.0%
Value ($000) $37 Shares 3 Est. Cost Unrealized
RSTK Green Bancorp 0.0%
Value ($000) $0 Shares 4,245 Est. Cost Unrealized