ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Jun 1, 2015

Total Value ($000): $295,376 (100.0% shares, 0.0% debt)

Holdings (266)

CELGENE CORP 2.5%
Value ($000) $7,265 Shares 63,017 Est. Cost $111.85 Unrealized
EXPRESS SCRIPTS HLDGS C 2.4%
Value ($000) $7,165 Shares 82,570 Est. Cost $84.70 Unrealized
KSS KOHLS CORP 2.3%
Value ($000) $6,904 Shares 88,235 Est. Cost $57.80 Unrealized +17.8%
SLB SCHLUMBERGER LTD 2.3%
Value ($000) $6,819 Shares 81,726 Est. Cost $67.22 Unrealized -8.7%
ADP AUTO DATA PROCESSING TRADES WITH DUE BILLS 2.3%
Value ($000) $6,781 Shares 79,177 Est. Cost $63.60 Unrealized +6.7%
SYK STRYKER CORP 2.3%
Value ($000) $6,701 Shares 72,640 Est. Cost $77.93 Unrealized +5.2%
GPN GLOBAL PAYMENTS INC 2.3%
Value ($000) $6,651 Shares 72,547 Est. Cost $38.03 Unrealized +11.4%
MSFT MICROSOFT CORP 2.2%
Value ($000) $6,518 Shares 160,333 Est. Cost $39.82 Unrealized -6.5%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $6,464 Shares 64,259 Est. Cost $77.25 Unrealized -2.8%
BA BOEING CO 2.2%
Value ($000) $6,450 Shares 42,974 Est. Cost $110.65 Unrealized +15.5%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $6,402 Shares 44,587 Est. Cost $107.98 Unrealized +9.8%
ABT ABBOTT LABORATORIES 2.2%
Value ($000) $6,364 Shares 137,361 Est. Cost $35.35 Unrealized +5.9%
PH PARKER HANNIFIN CORP 2.1%
Value ($000) $6,289 Shares 52,943 Est. Cost $101.98 Unrealized -0.7%
KMB KIMBERLY CLARK CORP 2.1%
Value ($000) $6,280 Shares 58,633 Est. Cost $76.09 Unrealized +0.3%
WU WESTERN UNION CO 2.1%
Value ($000) $6,202 Shares 298,050 Est. Cost $17.97 Unrealized
COP CONOCOPHILLIPS 2.1%
Value ($000) $6,189 Shares 99,406 Est. Cost $48.21 Unrealized -5.5%
INTC INTEL CORP 2.1%
Value ($000) $6,181 Shares 197,652 Est. Cost $26.62 Unrealized -2.3%
FLS FLOWSERVE CORP 2.1%
Value ($000) $6,117 Shares 108,286 Est. Cost $46.87 Unrealized 0.0%
VARIAN MEDICAL SYSTEMS 2.0%
Value ($000) $6,013 Shares 63,906 Est. Cost $86.64 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $5,997 Shares 70,552 Est. Cost $57.91 Unrealized -4.0%
BK BANK OF NY MELLON CP NEW 2.0%
Value ($000) $5,892 Shares 146,419 Est. Cost $29.75 Unrealized -0.0%
PNC PNC FINL SERVICES GP INC 1.9%
Value ($000) $5,741 Shares 61,569 Est. Cost $61.40 Unrealized +4.7%
EMR EMERSON ELECTRIC CO 1.9%
Value ($000) $5,674 Shares 100,218 Est. Cost $46.31 Unrealized -6.3%
DGX QUEST DIAGNOSTICS INC 1.9%
Value ($000) $5,528 Shares 71,928 Est. Cost $50.65 Unrealized +13.7%
VALSPAR CORPORATION 1.9%
Value ($000) $5,524 Shares 65,741 Est. Cost $86.43 Unrealized
BAX BAXTER INTERNATIONAL INC 1.9%
Value ($000) $5,503 Shares 80,343 Est. Cost $32.27 Unrealized -1.9%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $5,417 Shares 196,801 Est. Cost $18.33 Unrealized +9.6%
KELLOGG CO 1.8%
Value ($000) $5,414 Shares 82,090 Est. Cost $40.70 Unrealized +2.5%
SYY SYSCO CORPORATION 1.8%
Value ($000) $5,289 Shares 140,189 Est. Cost $28.88 Unrealized +2.3%
CONTINENTAL RESOURCES 1.8%
Value ($000) $5,269 Shares 120,653 Est. Cost $39.83 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 1.8%
Value ($000) $5,263 Shares 71,883 Est. Cost $54.85 Unrealized +2.9%
CBSH COMMERCE BANCSHARES INC MISSOURI 1.7%
Value ($000) $5,133 Shares 121,290 Est. Cost $24.96 Unrealized -1.4%
ACN ACCENTURE PLC CL A F 1.7%
Value ($000) $5,103 Shares 54,464 Est. Cost $69.37 Unrealized +7.6%
ROK ROCKWELL AUTOMATION INC 1.7%
Value ($000) $5,040 Shares 43,451 Est. Cost $88.05 Unrealized +3.1%
GWW GRAINGER W W INC 1.6%
Value ($000) $4,865 Shares 20,632 Est. Cost $205.74 Unrealized -2.8%
SCRIPPS NTWK INTERACTIV CLASS A 1.6%
Value ($000) $4,720 Shares 68,838 Est. Cost $68.57 Unrealized
URBN URBAN OUTFITTERS INC 1.5%
Value ($000) $4,325 Shares 94,753 Est. Cost $32.49 Unrealized +19.7%
LNC LINCOLN NATIONAL CORP 1.4%
Value ($000) $4,030 Shares 70,130 Est. Cost $36.60 Unrealized +3.0%
MEAD JOHNSON NUTRITION 1.3%
Value ($000) $3,831 Shares 38,112 Est. Cost $100.55 Unrealized
EBAY EBAY INC 1.3%
Value ($000) $3,799 Shares 65,867 Est. Cost $20.22 Unrealized +5.0%
FMC F M C CORP NEW 1.3%
Value ($000) $3,793 Shares 66,254 Est. Cost $38.24 Unrealized +6.8%
ULTRA PETROLEUM CORP 1.3%
Value ($000) $3,722 Shares 238,133 Est. Cost $13.43 Unrealized
WINDSTREAM HOLDINGS INC 1.2%
Value ($000) $3,559 Shares 480,972 Est. Cost $8.19 Unrealized
FCX FREEPORT MCMORAN INC 0.7%
Value ($000) $2,170 Shares 114,506 Est. Cost $23.53 Unrealized -25.1%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,018 Shares 9,400 Est. Cost $89.46 Unrealized +2.7%
MTSI M/A-COM TECH SOLUTIONS 0.3%
Value ($000) $977 Shares 26,230 Est. Cost $24.76 Unrealized +35.1%
PG PROCTER & GAMBLE 0.3%
Value ($000) $975 Shares 11,893 Est. Cost $64.60 Unrealized -1.6%
WALGREENS BOOTS ALLIANC 0.3%
Value ($000) $902 Shares 10,653 Est. Cost $76.22 Unrealized
CHASE CORP 0.3%
Value ($000) $878 Shares 20,076 Est. Cost $36.01 Unrealized
VASCULAR SOLUTIONS INC 0.3%
Value ($000) $876 Shares 28,879 Est. Cost $27.21 Unrealized
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $851 Shares 9,378 Est. Cost $72.03 Unrealized +20.1%
PAREXEL INTL CORP 0.3%
Value ($000) $842 Shares 12,198 Est. Cost $55.56 Unrealized
ORBITAL ATK INC 0.3%
Value ($000) $840 Shares 10,966 Est. Cost $76.60 Unrealized
CRL CHARLES RIVER LABS HLDG 0.3%
Value ($000) $792 Shares 9,992 Est. Cost $62.69 Unrealized +17.7%
ZD J2 GLOBAL INC 0.3%
Value ($000) $779 Shares 11,862 Est. Cost $48.34 Unrealized +15.1%
UEIC UNIVERSAL ELECTRS INC 0.3%
Value ($000) $778 Shares 13,779 Est. Cost $57.47 Unrealized +5.6%
IT GARTNER INC 0.3%
Value ($000) $769 Shares 9,170 Est. Cost $81.26 Unrealized +1.5%
EXPO EXPONENT INC 0.2%
Value ($000) $727 Shares 8,182 Est. Cost $17.05 Unrealized +10.5%
MSTR MICROSTRATEGY INC A NEW CLASS A 0.2%
Value ($000) $727 Shares 4,299 Est. Cost $15.82 Unrealized +6.7%
CULP CULP INC 0.2%
Value ($000) $726 Shares 27,129 Est. Cost $16.02 Unrealized +17.2%
MICROSEMI CORPORATION 0.2%
Value ($000) $726 Shares 20,517 Est. Cost $28.49 Unrealized
AMSF AMERISAFE INC 0.2%
Value ($000) $707 Shares 15,278 Est. Cost $17.65 Unrealized +4.2%
FRESH MARKET INC 0.2%
Value ($000) $676 Shares 16,644 Est. Cost $41.17 Unrealized
KMG CHEMICALS INC 0.2%
Value ($000) $661 Shares 24,721 Est. Cost $20.20 Unrealized
SYKES ENTERPRISES INC 0.2%
Value ($000) $653 Shares 26,290 Est. Cost $23.48 Unrealized
MASI MASIMO CORP NEW 0.2%
Value ($000) $632 Shares 19,160 Est. Cost $24.77 Unrealized +16.1%
RLI R L I CORP 0.2%
Value ($000) $632 Shares 12,050 Est. Cost $16.12 Unrealized +4.4%
ECHO GLOBAL LOGISTICS 0.2%
Value ($000) $631 Shares 23,154 Est. Cost $29.17 Unrealized
SUN HYDRAULICS INC 0.2%
Value ($000) $628 Shares 15,189 Est. Cost $39.45 Unrealized
CMCO COLUMBUS MCKINNON CORP NEW YORK 0.2%
Value ($000) $625 Shares 23,189 Est. Cost $23.79 Unrealized -0.6%
CALGON CARBON CORP 0.2%
Value ($000) $625 Shares 29,656 Est. Cost $20.78 Unrealized
M T S SYSTEMS CORP 0.2%
Value ($000) $619 Shares 8,181 Est. Cost $75.01 Unrealized
INDB INDEPENDENT BANK CORP MA 0.2%
Value ($000) $614 Shares 14,006 Est. Cost $29.00 Unrealized +4.5%
USB U S BANCORP DEL NEW 0.2%
Value ($000) $614 Shares 14,058 Est. Cost $29.12 Unrealized +2.3%
PLANTRONICS INC 0.2%
Value ($000) $598 Shares 11,286 Est. Cost $53.01 Unrealized
PLXS PLEXUS CORP 0.2%
Value ($000) $594 Shares 14,563 Est. Cost $39.03 Unrealized +2.6%
PETS PETMED EXPRESS INC 0.2%
Value ($000) $592 Shares 35,865 Est. Cost $13.52 Unrealized +14.5%
NVEC N V E CORPORATION NEW 0.2%
Value ($000) $590 Shares 8,561 Est. Cost $69.22 Unrealized -4.0%
BIO REFERENCE LABS NEW 0.2%
Value ($000) $589 Shares 16,707 Est. Cost $32.18 Unrealized
SRCE FIRST SOURCE CORPORATION 0.2%
Value ($000) $585 Shares 18,217 Est. Cost $34.24 Unrealized
IIIN INSTEEL INDUSTRIES INC 0.2%
Value ($000) $584 Shares 27,012 Est. Cost $13.82 Unrealized -4.4%
FRANCESCAS HOLDINGS CORP 0.2%
Value ($000) $576 Shares 32,378 Est. Cost $16.75 Unrealized
BIOMED REALTY TRUST INC 0.2%
Value ($000) $566 Shares 24,969 Est. Cost $21.56 Unrealized
LXU L S B INDUSTRIES INC 0.2%
Value ($000) $556 Shares 13,441 Est. Cost $25.68 Unrealized +6.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $551 Shares 5,299 Est. Cost $18.89 Unrealized +5.2%
PARKWAY PROPERTIES INC REIT 0.2%
Value ($000) $550 Shares 31,707 Est. Cost $18.34 Unrealized
SYBT STOCK YDS BANCORP INC 0.2%
Value ($000) $549 Shares 15,949 Est. Cost $21.36 Unrealized +2.1%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $545 Shares 20,057 Est. Cost $25.97 Unrealized +1.9%
HAE HAEMONETICS CORP 0.2%
Value ($000) $508 Shares 11,305 Est. Cost $36.84 Unrealized +13.5%
IBERIABANK CORP 0.2%
Value ($000) $501 Shares 7,943 Est. Cost $64.79 Unrealized
ACTUANT CORP CL A NEW 0.2%
Value ($000) $500 Shares 21,046 Est. Cost $27.09 Unrealized
FCN F T I CONSULTING INC 0.2%
Value ($000) $492 Shares 13,134 Est. Cost $38.02 Unrealized -0.6%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $492 Shares 20,483 Est. Cost $5.22 Unrealized -5.3%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $488 Shares 9,232 Est. Cost $56.12 Unrealized -7.6%
ACH OWENS &MINOR INC HLDG CO 0.2%
Value ($000) $478 Shares 14,128 Est. Cost $28.67 Unrealized +4.0%
NRC NATIONAL RESH CORP CL A 0.2%
Value ($000) $471 Shares 32,711 Est. Cost $14.67 Unrealized -3.7%
AVAV AEROVIRONMENT INC 0.1%
Value ($000) $443 Shares 16,718 Est. Cost $28.51 Unrealized -7.4%
MG MISTRAS GROUP INC 0.1%
Value ($000) $443 Shares 22,995 Est. Cost $17.22 Unrealized +12.5%
HOUSTON WIRE & CABLE CO 0.1%
Value ($000) $418 Shares 43,006 Est. Cost $11.52 Unrealized
POWL POWELL INDUSTRIES INC 0.1%
Value ($000) $406 Shares 12,020 Est. Cost $32.65 Unrealized -16.1%
VRA VERA BRADLEY INC 0.1%
Value ($000) $398 Shares 24,511 Est. Cost $21.37 Unrealized -13.7%
G P STRATEGIES CORP 0.1%
Value ($000) $393 Shares 10,613 Est. Cost $37.03 Unrealized
TNC TENNANT COMPANY 0.1%
Value ($000) $392 Shares 6,000 Est. Cost $60.14 Unrealized -4.1%
DUK DUKE ENERGY HOLDING CORP 0.1%
Value ($000) $391 Shares 5,096 Est. Cost $50.97 Unrealized +1.6%
BP BP PLC ADR F SPONSORED ADR 1 ADR REP 6 ORD 0.1%
Value ($000) $387 Shares 9,898 Est. Cost $38.09 Unrealized
SXC SUNCOKE ENERGY INC 0.1%
Value ($000) $382 Shares 25,574 Est. Cost $20.78 Unrealized -17.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $352 Shares 4,400 Est. Cost $73.34 Unrealized -13.9%
FAST FASTENAL CO 0.1%
Value ($000) $351 Shares 8,476 Est. Cost $8.34 Unrealized -3.0%
INTEGRYS ENERGY GROUP INC 0.1%
Value ($000) $346 Shares 4,809 Est. Cost $77.77 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $333 Shares 7,521 Est. Cost $29.49 Unrealized +1.5%
CYBERONICS INC 0.1%
Value ($000) $333 Shares 5,129 Est. Cost $64.92 Unrealized
CJESEUR C&J ENERGY SVCS LTD 0.1%
Value ($000) $326 Shares 29,282 Est. Cost $13.07 Unrealized
POZEN INC 0.1%
Value ($000) $304 Shares 39,353 Est. Cost $8.00 Unrealized
RPX CORPORATION 0.1%
Value ($000) $299 Shares 20,760 Est. Cost $14.40 Unrealized
BRK/B BERKSHIRE HATHAWAY B NEW CLASS B 0.1%
Value ($000) $294 Shares 2,034 Est. Cost $144.37 Unrealized +1.9%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $286 Shares 5,883 Est. Cost $27.66 Unrealized -0.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $273 Shares 4,225 Est. Cost $38.91 Unrealized +11.7%
MGE ENERGY INC 0.1%
Value ($000) $269 Shares 6,073 Est. Cost $45.61 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $265 Shares 14,253 Est. Cost $12.62 Unrealized -0.1%
T AT&T INC 0.1%
Value ($000) $251 Shares 7,687 Est. Cost $11.81 Unrealized -0.1%
MERCK & CO INC NEW 0.1%
Value ($000) $251 Shares 4,366 Est. Cost $56.80 Unrealized
3M COMPANY 0.1%
Value ($000) $231 Shares 1,400 Est. Cost $164.29 Unrealized
BBSI BARRETT BUSINESS SVCS 0.1%
Value ($000) $214 Shares 4,999 Est. Cost $6.28 Unrealized +21.9%
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $211 Shares 6,400 Est. Cost $36.17 Unrealized
DOV DOVER CORPORATION 0.1%
Value ($000) $207 Shares 3,000 Est. Cost $50.83 Unrealized -6.6%
COMCAST CORP NEW CL A 0.1%
Value ($000) $202 Shares 3,577 Est. Cost $57.93 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $197 Shares 1,881 Est. Cost $70.52 Unrealized -5.1%
SMG SCOTTS MIRACLE GRO CO 0.1%
Value ($000) $192 Shares 2,865 Est. Cost $41.52 Unrealized +10.3%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $186 Shares 1,335 Est. Cost $49.75 Unrealized +10.3%
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $182 Shares 3,000 Est. Cost $64.57 Unrealized -2.6%
D DOMINION RESOURCES INC 0.1%
Value ($000) $171 Shares 2,407 Est. Cost $45.08 Unrealized +3.4%
IWB ISHARES TR RUSSELL 1000 ETF 0.1%
Value ($000) $156 Shares 1,345 Est. Cost $114.50 Unrealized
ACUITY BRANDS INC 0.1%
Value ($000) $151 Shares 900 Est. Cost $140.23 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $149 Shares 400 Est. Cost $15.58 Unrealized +12.9%
TRANSOCEAN INC NEW F 0.0%
Value ($000) $142 Shares 9,655 Est. Cost $18.33 Unrealized
PRINCIPAL FINANCIAL 0.0%
Value ($000) $141 Shares 2,737 Est. Cost $51.88 Unrealized
NATIONAL RESEARCH CL B CLASS B 0.0%
Value ($000) $134 Shares 4,229 Est. Cost $31.69 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $133 Shares 1,364 Est. Cost $70.55 Unrealized +2.3%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $129 Shares 1,350 Est. Cost $68.61 Unrealized +1.6%
HALCON RESOURCES NEW 0.0%
Value ($000) $128 Shares 82,836 Est. Cost $1.77 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $128 Shares 800 Est. Cost $113.30 Unrealized +1.5%
TECO ENERGY INC 0.0%
Value ($000) $127 Shares 6,547 Est. Cost $20.47 Unrealized
RPM RPM INTERNATIONAL INC DELAWARE 0.0%
Value ($000) $125 Shares 2,609 Est. Cost $46.53 Unrealized +3.9%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $125 Shares 777 Est. Cost $100.47 Unrealized -4.0%
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $124 Shares 11,822 Est. Cost $10.57 Unrealized
TESARO INC 0.0%
Value ($000) $115 Shares 2,000 Est. Cost $37.00 Unrealized
EXACT SCIENCES CORP 0.0%
Value ($000) $110 Shares 5,000 Est. Cost $26.40 Unrealized
MTD METTLER TOLEDO INTL INCF 0.0%
Value ($000) $99 Shares 300 Est. Cost $274.88 Unrealized +12.6%
ABBVIE INC 0.0%
Value ($000) $95 Shares 1,620 Est. Cost $65.43 Unrealized
BROOKFIELD INFRA PTNRS F 0.0%
Value ($000) $91 Shares 2,000 Est. Cost $42.00 Unrealized
FIS FIDELITY NATL INFORMATION SVCS INC 0.0%
Value ($000) $90 Shares 1,326 Est. Cost $48.55 Unrealized +11.7%
WMT WAL MART STORES INC 0.0%
Value ($000) $90 Shares 1,100 Est. Cost $21.83 Unrealized +5.5%
KO COCA COLA COMPANY 0.0%
Value ($000) $89 Shares 2,206 Est. Cost $30.05 Unrealized -1.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $85 Shares 872 Est. Cost $70.08 Unrealized +6.4%
WISCONSIN EGY CP HLDG CO 0.0%
Value ($000) $79 Shares 1,600 Est. Cost $52.50 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $35.24 Unrealized +4.0%
SECTOR SPDR ENGY SELECT SHARES OF BENEFICIAL INT 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $79.00 Unrealized
AFL A F L A C INC 0.0%
Value ($000) $77 Shares 1,200 Est. Cost $22.70 Unrealized +4.0%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $76 Shares 645 Est. Cost $96.21 Unrealized +8.5%
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $76 Shares 3,049 Est. Cost $25.25 Unrealized
BKH BLACK HILLS CORP 0.0%
Value ($000) $76 Shares 1,500 Est. Cost $35.24 Unrealized -3.4%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $75 Shares 640 Est. Cost $115.63 Unrealized
ROYAL DUTCH SHELL PLC A D R 0.0%
Value ($000) $72 Shares 1,204 Est. Cost $67.28 Unrealized
BMO BANK MONTREAL QUE 0.0%
Value ($000) $72 Shares 1,196 Est. Cost $45.57 Unrealized -12.4%
KINDER MORGAN INC 0.0%
Value ($000) $70 Shares 1,669 Est. Cost $42.54 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $68 Shares 500 Est. Cost $107.02 Unrealized +1.2%
HANESBRANDS INC 0.0%
Value ($000) $68 Shares 2,032 Est. Cost $53.15 Unrealized
LEUCADIA NATIONAL CORP 0.0%
Value ($000) $67 Shares 3,000 Est. Cost $22.33 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $66 Shares 1,322 Est. Cost $23.76 Unrealized +10.2%
AAPL APPLE INC 0.0%
Value ($000) $61 Shares 490 Est. Cost $24.08 Unrealized +11.5%
NMI HOLDINGS INC CLASS A ACCREDITED INVESTORS 0.0%
Value ($000) $60 Shares 5,067 Est. Cost $11.84 Unrealized
GGG GRACO INCORPORATED 0.0%
Value ($000) $57 Shares 784 Est. Cost $22.08 Unrealized -2.6%
NUVEEN AMT FREE MUNI INC FUND 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $13.75 Unrealized
BLKRCK MUNIHLDGS QLTY II 0.0%
Value ($000) $55 Shares 4,000 Est. Cost $13.50 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $53 Shares 503 Est. Cost $81.30 Unrealized +13.0%
BARD C R INCORPORATED 0.0%
Value ($000) $52 Shares 308 Est. Cost $165.58 Unrealized
ACTAVIS PLC F 0.0%
Value ($000) $51 Shares 170 Est. Cost $300.00 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $47 Shares 741 Est. Cost $21.73 Unrealized +6.0%
MONSANTO CO NEW DEL 0.0%
Value ($000) $45 Shares 400 Est. Cost $120.00 Unrealized
ENERGY TRANSFER PARTNERS UNITS REP L P INTEREST 0.0%
Value ($000) $44 Shares 791 Est. Cost $64.48 Unrealized
DE DEERE & CO 0.0%
Value ($000) $44 Shares 500 Est. Cost $70.62 Unrealized +3.4%
PLUM CREEK TIMBER CO REIT 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $43.00 Unrealized
FISV FISERV INC 0.0%
Value ($000) $43 Shares 544 Est. Cost $34.23 Unrealized +11.4%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $42 Shares 755 Est. Cost $38.58 Unrealized +4.6%
EVERSOURCE ENERGY 0.0%
Value ($000) $42 Shares 829 Est. Cost $50.66 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $42 Shares 1,163 Est. Cost $36.11 Unrealized
SIGMA ALDRICH CORP 0.0%
Value ($000) $41 Shares 300 Est. Cost $136.67 Unrealized
NOVARTIS A G SPON ADR F SPONSORED ADR 1 ADR REP 1 ORD 0.0%
Value ($000) $39 Shares 400 Est. Cost $92.50 Unrealized
TEKLA HEALTHCARE INV 0.0%
Value ($000) $37 Shares 1,067 Est. Cost $31.87 Unrealized
EEM ISHARES MSCI EMRG MKT FD EMERGING MARKETS ETF 0.0%
Value ($000) $36 Shares 900 Est. Cost $38.89 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $35 Shares 1,700 Est. Cost $16.23 Unrealized -7.5%
PATTERSON COMPANIES 0.0%
Value ($000) $34 Shares 700 Est. Cost $48.57 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $33 Shares 600 Est. Cost $38.77 Unrealized +2.8%
VERTEX PHARMACEUTICALS 0.0%
Value ($000) $32 Shares 273 Est. Cost $117.22 Unrealized
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $21.12 Unrealized -14.2%
PFE PFIZER INCORPORATED 0.0%
Value ($000) $32 Shares 923 Est. Cost $17.97 Unrealized +11.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $31 Shares 500 Est. Cost $41.83 Unrealized +4.5%
MARATHON PETE CORP 0.0%
Value ($000) $31 Shares 300 Est. Cost $90.00 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $31 Shares 519 Est. Cost $61.66 Unrealized
KNOWLES CORPORATION 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $23.33 Unrealized
SWK STANLEY BLACK & DECKER 0.0%
Value ($000) $28 Shares 289 Est. Cost $69.48 Unrealized +4.4%
MKC MC CORMICK & CO INC N-VT NON VOTING SHARES 0.0%
Value ($000) $28 Shares 362 Est. Cost $28.93 Unrealized +4.3%
HSY HERSHEY COMPANY 0.0%
Value ($000) $28 Shares 276 Est. Cost $74.66 Unrealized +7.7%
BEMIS CO INC 0.0%
Value ($000) $27 Shares 587 Est. Cost $46.00 Unrealized
MDU M D U RESOURCES GROUP 0.0%
Value ($000) $26 Shares 1,223 Est. Cost $6.84 Unrealized -11.4%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $23 Shares 225 Est. Cost $85.81 Unrealized -1.9%
BHP BHP BILLITON LTD ADR F SPONSORED ADR 1 ADR REP 2 ORD 0.0%
Value ($000) $23 Shares 500 Est. Cost $48.00 Unrealized
VENTAS INC REIT 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.33 Unrealized
VECTREN CORP 0.0%
Value ($000) $22 Shares 500 Est. Cost $46.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $22 Shares 368 Est. Cost $57.85 Unrealized +2.4%
FEDEX CORPORATION 0.0%
Value ($000) $21 Shares 128 Est. Cost $175.44 Unrealized
TE CONNECTIVITY LTD F 0.0%
Value ($000) $21 Shares 300 Est. Cost $63.33 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $20 Shares 589 Est. Cost $39.05 Unrealized
UNITEDHEALTH GROUP INC 0.0%
Value ($000) $20 Shares 165 Est. Cost $103.03 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 260 Est. Cost $49.15 Unrealized +0.2%
ST JUDE MEDICAL INC 0.0%
Value ($000) $19 Shares 285 Est. Cost $66.67 Unrealized
MFS HIGH YIELD MUNI TR SH BEN INT 0.0%
Value ($000) $17 Shares 3,829 Est. Cost $4.44 Unrealized
MANITOWOC COMPANY INC 0.0%
Value ($000) $17 Shares 800 Est. Cost $22.50 Unrealized
BLACKROCK MUNI BOND TRUST 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $16.00 Unrealized
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $16 Shares 266 Est. Cost $69.02 Unrealized -6.9%
ADOBE SYSTEMS INC 0.0%
Value ($000) $16 Shares 220 Est. Cost $72.73 Unrealized
PIMCO CORPORATE INCOME OPP FUND 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
BAYTEX ENERGY CORP F 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $16 Shares 868 Est. Cost $13.56 Unrealized -4.4%
TARGET CORPORATION 0.0%
Value ($000) $16 Shares 200 Est. Cost $76.43 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $16 Shares 600 Est. Cost $28.33 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $49.04 Unrealized +20.2%
DCI DONALDSON COMPANY 0.0%
Value ($000) $14 Shares 362 Est. Cost $32.99 Unrealized -5.2%
NISOURCE INC HOLDING CO 0.0%
Value ($000) $14 Shares 325 Est. Cost $43.08 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $13 Shares 300 Est. Cost $50.00 Unrealized
EXELON CORPORATION 0.0%
Value ($000) $13 Shares 400 Est. Cost $37.50 Unrealized
TYCO INTL PLC NEW F 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
LII LENNOX INTERNATIONAL INC 0.0%
Value ($000) $13 Shares 113 Est. Cost $77.77 Unrealized +16.5%
TOTAL S A ADR F 1 ADR REP 1 ORD 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.00 Unrealized
HEWLETT-PACKARD COMPANY 0.0%
Value ($000) $12 Shares 400 Est. Cost $41.04 Unrealized
GOOGLE INC CL C NON VTG NON VOTING SHARES 0.0%
Value ($000) $11 Shares 20 Est. Cost $550.00 Unrealized
GOOGLE INC CLASS A VTG VOTING SHARES 0.0%
Value ($000) $11 Shares 20 Est. Cost $550.00 Unrealized
ENERPLUS CORP F 0.0%
Value ($000) $11 Shares 1,131 Est. Cost $9.73 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $10 Shares 101 Est. Cost $89.11 Unrealized
CARDINAL HEALTH INC 0.0%
Value ($000) $10 Shares 111 Est. Cost $81.08 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $10 Shares 212 Est. Cost $40.76 Unrealized
EXPD EXPEDITORS INTL WASH 0.0%
Value ($000) $10 Shares 210 Est. Cost $37.16 Unrealized +7.6%
ORACLE CORPORATION 0.0%
Value ($000) $9 Shares 213 Est. Cost $46.00 Unrealized
N C R CORP NEW 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
ATLANTIC POWER CORP 0.0%
Value ($000) $7 Shares 2,500 Est. Cost $2.80 Unrealized
HI-CRUSH PARTNERS LP 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $7 Shares 974 Est. Cost $6.16 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $7 Shares 133 Est. Cost $30.67 Unrealized +6.8%
SEADRILL LIMITED 0.0%
Value ($000) $7 Shares 700 Est. Cost $11.43 Unrealized
METLIFE INC 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $6 Shares 119 Est. Cost $45.40 Unrealized
APACHE CORP 0.0%
Value ($000) $4 Shares 69 Est. Cost $57.97 Unrealized
NUVEEN PERFORMANCE PLUS MUNI FUND INC 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.09 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $4 Shares 38 Est. Cost $40.75 Unrealized +2.3%
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
HOSPITALITY PPTYS TRUST BENEFICIAL INTEREST SH 0.0%
Value ($000) $3 Shares 98 Est. Cost $30.61 Unrealized
JOHNSON CONTROLS INC 0.0%
Value ($000) $3 Shares 60 Est. Cost $50.00 Unrealized
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
REGIONS FINANCIAL CP NEW 0.0%
Value ($000) $2 Shares 159 Est. Cost $12.58 Unrealized
ALCATEL LUCENT ADR F SPONSORED ADR 1 ADR REP 1 ORD 0.0%
Value ($000) $2 Shares 610 Est. Cost $3.28 Unrealized
NICOLET BANKSHARES INC 0.0%
Value ($000) $2 Shares 74 Est. Cost $27.03 Unrealized
MYGN MYRIAD GENETICS INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $35.48 Unrealized +0.9%
VERITIV CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ROCK CREEK PHARMA INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
FAIRPOINT COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
LUMENIS LTD NEW ORD F 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized