ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 27, 2015

Total Value ($000): $272,623 (100.0% shares, 0.0% debt)

Holdings (279)

GLOBAL PAYMENTS INC 2.7%
Value ($000) $7,493 Shares 65,314 Est. Cost $114.72 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $7,094 Shares 160,282 Est. Cost $39.82 Unrealized -2.3%
EXPRESS SCRIPTS HOLDINGS 2.4%
Value ($000) $6,465 Shares 79,853 Est. Cost $84.70 Unrealized
KMB KIMBERLY CLARK CORP 2.4%
Value ($000) $6,451 Shares 59,161 Est. Cost $76.09 Unrealized +1.7%
ADP AUTO DATA PROCESSING TRADES WITH DUE BILLS 2.3%
Value ($000) $6,278 Shares 78,124 Est. Cost $63.60 Unrealized +0.4%
CELGENE CORP 2.3%
Value ($000) $6,155 Shares 56,899 Est. Cost $111.85 Unrealized
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $6,042 Shares 64,722 Est. Cost $77.25 Unrealized -6.2%
MDT MEDTRONIC PLC 2.2%
Value ($000) $6,028 Shares 90,055 Est. Cost $58.80 Unrealized -3.1%
INTC INTEL CORP 2.2%
Value ($000) $5,997 Shares 198,956 Est. Cost $26.62 Unrealized -15.0%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $5,864 Shares 44,202 Est. Cost $107.98 Unrealized +10.4%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $5,748 Shares 83,346 Est. Cost $67.12 Unrealized -12.2%
BK BANK OF NY MELLON CP NEW 2.1%
Value ($000) $5,699 Shares 145,579 Est. Cost $32.00 Unrealized 0.0%
BA BOEING CO 2.1%
Value ($000) $5,600 Shares 42,765 Est. Cost $110.65 Unrealized +11.5%
KELLOGG CO 2.1%
Value ($000) $5,591 Shares 84,017 Est. Cost $40.71 Unrealized +6.3%
SYY SYSCO CORPORATION 2.1%
Value ($000) $5,589 Shares 143,413 Est. Cost $28.87 Unrealized +0.7%
CBSH COMMERCE BANCSHARES INC MISSOURI 2.0%
Value ($000) $5,580 Shares 122,478 Est. Cost $24.96 Unrealized +9.4%
ABBOTT LABS COM 2.0%
Value ($000) $5,532 Shares 137,536 Est. Cost $40.22 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $5,466 Shares 73,511 Est. Cost $57.63 Unrealized -14.8%
WU WESTERN UNION CO 2.0%
Value ($000) $5,392 Shares 293,669 Est. Cost $17.97 Unrealized
ACN ACCENTURE PLC CL A F 2.0%
Value ($000) $5,352 Shares 54,469 Est. Cost $69.37 Unrealized +20.8%
PNC PNC FINL SERVICES GP INC 1.9%
Value ($000) $5,294 Shares 59,350 Est. Cost $61.40 Unrealized +10.2%
PH PARKER HANNIFIN CORP 1.9%
Value ($000) $5,216 Shares 53,607 Est. Cost $101.98 Unrealized -10.2%
CSCO CISCO SYSTEMS INC 1.9%
Value ($000) $5,137 Shares 195,700 Est. Cost $18.33 Unrealized +6.8%
BALL BALL CORPORATION 1.9%
Value ($000) $5,135 Shares 82,555 Est. Cost $30.41 Unrealized 0.0%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.8%
Value ($000) $4,964 Shares 73,236 Est. Cost $54.80 Unrealized -4.3%
COP CONOCOPHILLIPS 1.8%
Value ($000) $4,911 Shares 102,403 Est. Cost $47.92 Unrealized -23.2%
VARIAN MEDICAL SYSTEMS 1.8%
Value ($000) $4,791 Shares 64,939 Est. Cost $86.64 Unrealized
VALSPAR CORPORATION 1.7%
Value ($000) $4,768 Shares 66,338 Est. Cost $86.43 Unrealized
EMR EMERSON ELECTRIC CO 1.7%
Value ($000) $4,591 Shares 103,942 Est. Cost $46.08 Unrealized -19.0%
QCOM QUALCOMM, INC. 1.7%
Value ($000) $4,583 Shares 85,306 Est. Cost $50.31 Unrealized -12.3%
ULTRA PETE CORP 1.7%
Value ($000) $4,576 Shares 716,088 Est. Cost $8.78 Unrealized
FLS FLOWSERVE CORP 1.7%
Value ($000) $4,560 Shares 110,830 Est. Cost $46.72 Unrealized -20.3%
GWW GRAINGER W W INC 1.6%
Value ($000) $4,483 Shares 20,850 Est. Cost $205.74 Unrealized -7.6%
DGX QUEST DIAGNOSTICS INC 1.6%
Value ($000) $4,451 Shares 72,413 Est. Cost $50.65 Unrealized +12.2%
ROK ROCKWELL AUTOMATION INC 1.6%
Value ($000) $4,450 Shares 43,851 Est. Cost $88.05 Unrealized +5.0%
KSS KOHLS CORP 1.5%
Value ($000) $4,046 Shares 87,375 Est. Cost $57.80 Unrealized -2.7%
CONTINENTAL RESOURCES 1.3%
Value ($000) $3,544 Shares 122,327 Est. Cost $39.59 Unrealized
SCRIPPS NETWORKS INTERACTIVE, INC. CLASS A 1.3%
Value ($000) $3,428 Shares 69,697 Est. Cost $68.57 Unrealized
LNC LINCOLN NATIONAL CORP 1.2%
Value ($000) $3,286 Shares 69,229 Est. Cost $36.60 Unrealized -0.5%
URBN URBAN OUTFITTERS INC 1.0%
Value ($000) $2,835 Shares 96,483 Est. Cost $32.49 Unrealized -1.1%
MEAD JOHNSON NUTRITION 1.0%
Value ($000) $2,750 Shares 39,057 Est. Cost $100.04 Unrealized
BAX BAXTER INTL INC 1.0%
Value ($000) $2,646 Shares 80,554 Est. Cost $32.26 Unrealized -0.6%
BAXALTA INC 0.9%
Value ($000) $2,576 Shares 81,760 Est. Cost $31.51 Unrealized
FMC F M C CORP NEW 0.9%
Value ($000) $2,339 Shares 68,976 Est. Cost $38.13 Unrealized -19.8%
PYPL PAYPAL HOLDINGS INC COM 0.8%
Value ($000) $2,088 Shares 67,252 Est. Cost $35.85 Unrealized 0.0%
COMMUNICATIONS SALES & LEASING 0.6%
Value ($000) $1,698 Shares 94,856 Est. Cost $24.71 Unrealized
EBAY EBAY INC 0.6%
Value ($000) $1,694 Shares 69,331 Est. Cost $20.39 Unrealized +17.4%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $1,138 Shares 117,490 Est. Cost $23.10 Unrealized -53.1%
WALGREENS BOOTS ALLI 0.3%
Value ($000) $877 Shares 10,553 Est. Cost $76.22 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $856 Shares 11,893 Est. Cost $64.60 Unrealized -12.8%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $831 Shares 9,400 Est. Cost $89.46 Unrealized -19.3%
MSTR MICROSTRATEGY INC A NEW CLASS A 0.3%
Value ($000) $824 Shares 4,195 Est. Cost $15.82 Unrealized +25.3%
ZD J2 GLOBAL INC 0.3%
Value ($000) $820 Shares 11,578 Est. Cost $48.34 Unrealized +25.3%
WINDSTREAM HLDGS INC COM 0.3%
Value ($000) $788 Shares 128,360 Est. Cost $6.29 Unrealized
CHASE CORP 0.3%
Value ($000) $786 Shares 19,948 Est. Cost $36.01 Unrealized
VASCULAR SOLUTIONS INC 0.3%
Value ($000) $763 Shares 23,532 Est. Cost $27.21 Unrealized
AMSF AMERISAFE INC 0.3%
Value ($000) $762 Shares 15,328 Est. Cost $17.65 Unrealized +19.8%
IT GARTNER INC 0.3%
Value ($000) $758 Shares 9,026 Est. Cost $81.26 Unrealized +7.2%
MASI MASIMO CORP NEW 0.3%
Value ($000) $744 Shares 19,295 Est. Cost $25.00 Unrealized +63.4%
PAREXEL INTL CORP 0.3%
Value ($000) $741 Shares 11,965 Est. Cost $55.56 Unrealized
EXPO EXPONENT INC 0.3%
Value ($000) $735 Shares 16,496 Est. Cost $18.24 Unrealized +7.0%
SYKES ENTERPRISES INC 0.3%
Value ($000) $685 Shares 26,856 Est. Cost $23.49 Unrealized
MICROSEMI CORPORATION 0.2%
Value ($000) $678 Shares 20,658 Est. Cost $28.49 Unrealized
RLI R L I CORP 0.2%
Value ($000) $663 Shares 12,377 Est. Cost $16.15 Unrealized +15.1%
INDB INDEPENDENT BANK CORP MA 0.2%
Value ($000) $661 Shares 14,340 Est. Cost $29.09 Unrealized +19.6%
MTSI M/A-COM TECH SOLUTIONS 0.2%
Value ($000) $646 Shares 22,282 Est. Cost $24.76 Unrealized +27.4%
FOXF FOX FACTORY HOLDING CORP. 0.2%
Value ($000) $646 Shares 38,332 Est. Cost $16.10 Unrealized -2.4%
SRCE FIRST SOURCE CORPORATION 0.2%
Value ($000) $639 Shares 20,743 Est. Cost $33.93 Unrealized
CRL CHARLES RIVER LABS HLDG 0.2%
Value ($000) $639 Shares 10,058 Est. Cost $62.69 Unrealized +14.5%
ZBRA ZEBRA TECHNOLOGIES CL A 0.2%
Value ($000) $625 Shares 8,166 Est. Cost $72.03 Unrealized +31.0%
SYBT STOCK YDS BANCORP INC 0.2%
Value ($000) $606 Shares 16,665 Est. Cost $21.44 Unrealized +13.1%
PETS PETMED EXPRESS INC 0.2%
Value ($000) $598 Shares 37,126 Est. Cost $13.61 Unrealized +23.2%
PLANTRONICS INC 0.2%
Value ($000) $590 Shares 11,595 Est. Cost $53.10 Unrealized
UEIC UNIVERSAL ELECTRS INC 0.2%
Value ($000) $588 Shares 13,986 Est. Cost $57.42 Unrealized -16.9%
PLXS PLEXUS CORP 0.2%
Value ($000) $587 Shares 15,212 Est. Cost $39.16 Unrealized -2.0%
USB U S BANCORP 0.2%
Value ($000) $577 Shares 14,058 Est. Cost $29.12 Unrealized +2.3%
FCN F T I CONSULTING INC 0.2%
Value ($000) $574 Shares 13,831 Est. Cost $38.10 Unrealized +8.0%
RPX CORPORATION 0.2%
Value ($000) $561 Shares 40,904 Est. Cost $15.62 Unrealized
BIOMED REALTY TRUST INC 0.2%
Value ($000) $549 Shares 27,489 Est. Cost $21.38 Unrealized
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $547 Shares 10,775 Est. Cost $55.77 Unrealized -5.4%
PRGS PROGRESS SOFTWARE CORP 0.2%
Value ($000) $546 Shares 21,146 Est. Cost $26.00 Unrealized +8.9%
TTEK TETRA TECH INC NEW 0.2%
Value ($000) $529 Shares 21,750 Est. Cost $5.22 Unrealized -1.9%
PARKWAY PROPERTIES INC REIT 0.2%
Value ($000) $523 Shares 33,611 Est. Cost $18.27 Unrealized
CALGON CARBON CORP 0.2%
Value ($000) $521 Shares 33,409 Est. Cost $20.28 Unrealized
M T S SYSTEMS CORP 0.2%
Value ($000) $517 Shares 8,594 Est. Cost $74.59 Unrealized
NEXTERA ENERGY INC 0.2%
Value ($000) $517 Shares 5,299 Est. Cost $97.57 Unrealized
IBERIABANK CORP 0.2%
Value ($000) $495 Shares 8,511 Est. Cost $64.83 Unrealized
KMG CHEMICALS INC 0.2%
Value ($000) $494 Shares 25,628 Est. Cost $20.27 Unrealized
ACH OWENS &MINOR INC HLDG CO 0.2%
Value ($000) $486 Shares 15,227 Est. Cost $28.71 Unrealized +3.1%
ACTUANT CORP CL A NEW 0.2%
Value ($000) $482 Shares 26,232 Est. Cost $26.33 Unrealized
GP STRATEGIES CORP. 0.2%
Value ($000) $477 Shares 20,885 Est. Cost $33.45 Unrealized
CMCO COLUMBUS MCKINNON CORP NEW YORK 0.2%
Value ($000) $475 Shares 26,138 Est. Cost $23.62 Unrealized -18.5%
NORTHERN OIL & GAS, INC. 0.2%
Value ($000) $468 Shares 105,813 Est. Cost $5.41 Unrealized
IIIN INSTEEL INDUSTRIES INC 0.2%
Value ($000) $465 Shares 28,898 Est. Cost $13.70 Unrealized -21.9%
ECHO GLOBAL LOGISTICS 0.2%
Value ($000) $463 Shares 23,643 Est. Cost $29.23 Unrealized
SUN HYDRAULICS INC 0.2%
Value ($000) $441 Shares 16,056 Est. Cost $39.17 Unrealized
NVEC N V E CORPORATION NEW 0.2%
Value ($000) $438 Shares 9,022 Est. Cost $69.06 Unrealized -14.3%
AEROVIRONMENT INC 0.2%
Value ($000) $429 Shares 21,396 Est. Cost $20.05 Unrealized
FRANCESCAS HOLDINGS CORP 0.2%
Value ($000) $427 Shares 34,904 Est. Cost $16.48 Unrealized
HOUSTON WIRE & CABLE CO 0.2%
Value ($000) $418 Shares 65,944 Est. Cost $10.90 Unrealized
FRESH MARKET INC 0.1%
Value ($000) $407 Shares 18,010 Est. Cost $40.07 Unrealized
NRC NATIONAL RESH CORP CL A 0.1%
Value ($000) $406 Shares 33,969 Est. Cost $14.65 Unrealized -9.3%
HAE HAEMONETICS CORP 0.1%
Value ($000) $396 Shares 12,244 Est. Cost $37.13 Unrealized +1.3%
SYK STRYKER CORP 0.1%
Value ($000) $390 Shares 4,140 Est. Cost $77.93 Unrealized +12.8%
W E C ENERGY GROUP I 0.1%
Value ($000) $365 Shares 6,994 Est. Cost $52.19 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $361 Shares 5,014 Est. Cost $72.00 Unrealized
VRA VERA BRADLEY INC 0.1%
Value ($000) $355 Shares 28,137 Est. Cost $20.28 Unrealized -42.8%
SO SOUTHERN COMPANY 0.1%
Value ($000) $348 Shares 7,781 Est. Cost $29.43 Unrealized -3.7%
TNC TENNANT COMPANY 0.1%
Value ($000) $337 Shares 6,000 Est. Cost $60.14 Unrealized -14.0%
LGND LIGAND PHARMACEUTICALS INC. 0.1%
Value ($000) $337 Shares 3,930 Est. Cost $54.56 Unrealized +11.2%
MG MISTRAS GROUP INC 0.1%
Value ($000) $327 Shares 25,453 Est. Cost $17.27 Unrealized -7.6%
FAST FASTENAL CO 0.1%
Value ($000) $310 Shares 8,476 Est. Cost $8.34 Unrealized -9.7%
CYBERONICS INC 0.1%
Value ($000) $310 Shares 5,105 Est. Cost $59.42 Unrealized
BP BP PLC F ADR 1 ADR REPS 6 ORD SHS 0.1%
Value ($000) $302 Shares 9,898 Est. Cost $38.09 Unrealized
CULP CULP INC 0.1%
Value ($000) $298 Shares 9,293 Est. Cost $16.02 Unrealized +66.4%
POWL POWELL INDUSTRIES INC 0.1%
Value ($000) $290 Shares 9,625 Est. Cost $32.24 Unrealized -30.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $288 Shares 4,400 Est. Cost $73.34 Unrealized -19.4%
POZEN INC 0.1%
Value ($000) $279 Shares 47,849 Est. Cost $8.41 Unrealized
SYNERGY RESOURCES CORP 0.1%
Value ($000) $266 Shares 27,117 Est. Cost $9.81 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $265 Shares 2,034 Est. Cost $144.37 Unrealized -5.1%
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $256 Shares 14,253 Est. Cost $12.62 Unrealized +6.2%
A T & T INC 0.1%
Value ($000) $250 Shares 7,687 Est. Cost $32.52 Unrealized
MGE ENERGY INC 0.1%
Value ($000) $250 Shares 6,073 Est. Cost $45.61 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $250 Shares 4,225 Est. Cost $38.91 Unrealized +14.5%
COLLECTORS UNIVERSE, INC. 0.1%
Value ($000) $248 Shares 16,476 Est. Cost $15.05 Unrealized
BBSI BARRETT BUSINESS SVCS 0.1%
Value ($000) $238 Shares 5,538 Est. Cost $6.48 Unrealized +24.1%
LXU L S B INDUSTRIES INC 0.1%
Value ($000) $233 Shares 15,180 Est. Cost $25.62 Unrealized -13.3%
SXC SUNCOKE ENERGY INC 0.1%
Value ($000) $224 Shares 28,845 Est. Cost $19.99 Unrealized -44.2%
AMAZON COM INC 0.1%
Value ($000) $205 Shares 400 Est. Cost $512.50 Unrealized
MERCK & CO INC 0.1%
Value ($000) $201 Shares 4,066 Est. Cost $56.80 Unrealized
VERIZON COMMUNICATN 0.1%
Value ($000) $190 Shares 4,356 Est. Cost $43.62 Unrealized
3M COMPANY 0.1%
Value ($000) $184 Shares 1,300 Est. Cost $164.29 Unrealized
DOV DOVER CORPORATION 0.1%
Value ($000) $172 Shares 3,000 Est. Cost $50.83 Unrealized -17.0%
DOMINION RES INC VA 0.1%
Value ($000) $169 Shares 2,407 Est. Cost $70.21 Unrealized
HOG HARLEY DAVIDSON INC 0.1%
Value ($000) $165 Shares 3,000 Est. Cost $64.57 Unrealized -12.6%
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $164 Shares 1,235 Est. Cost $49.75 Unrealized +11.4%
ACUITY BRANDS INC 0.1%
Value ($000) $158 Shares 900 Est. Cost $140.23 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $148 Shares 1,881 Est. Cost $70.52 Unrealized -23.6%
NATIONAL RESEARCH CL B CLASS B 0.1%
Value ($000) $147 Shares 4,456 Est. Cost $31.74 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $144 Shares 1,345 Est. Cost $114.50 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $131 Shares 3,123 Est. Cost $34.03 Unrealized 0.0%
TRANSOCEAN INC NEW F 0.0%
Value ($000) $125 Shares 9,655 Est. Cost $18.33 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $125 Shares 1,264 Est. Cost $70.55 Unrealized +6.8%
TECO ENERGY INC 0.0%
Value ($000) $124 Shares 4,711 Est. Cost $20.23 Unrealized
CJESEUR C&J ENERGY SVCS LTD 0.0%
Value ($000) $122 Shares 34,660 Est. Cost $12.14 Unrealized
IBM IBM CORP 0.0%
Value ($000) $113 Shares 777 Est. Cost $100.47 Unrealized -5.1%
AMGEN INCORPORATED 0.0%
Value ($000) $111 Shares 800 Est. Cost $138.75 Unrealized
APPLE INC 0.0%
Value ($000) $109 Shares 989 Est. Cost $110.21 Unrealized
RPM RPM INTERNATIONAL 0.0%
Value ($000) $109 Shares 2,609 Est. Cost $46.53 Unrealized -2.1%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $108 Shares 1,150 Est. Cost $68.61 Unrealized +1.3%
DNP SELECT INCOME CF 0.0%
Value ($000) $106 Shares 11,822 Est. Cost $8.97 Unrealized
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $100 Shares 4,000 Est. Cost $36.17 Unrealized
EXACT SCIENCES CORP 0.0%
Value ($000) $90 Shares 5,000 Est. Cost $26.40 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $89 Shares 1,326 Est. Cost $67.12 Unrealized
COMCAST CORPORATION CLASS A 0.0%
Value ($000) $89 Shares 1,572 Est. Cost $57.93 Unrealized
ABBVIE INC 0.0%
Value ($000) $88 Shares 1,620 Est. Cost $65.43 Unrealized
MTD METTLER TOLEDO INTL F 0.0%
Value ($000) $85 Shares 300 Est. Cost $274.88 Unrealized +15.0%
KEYERA CORP COM 0.0%
Value ($000) $83 Shares 3,028 Est. Cost $27.41 Unrealized
TESARO INC 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $37.00 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $35.24 Unrealized +13.4%
GENERAL ELECTRIC CO 0.0%
Value ($000) $77 Shares 3,049 Est. Cost $25.25 Unrealized
BROOKFIELD INFRA PTN LP 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $42.00 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $72 Shares 1,322 Est. Cost $54.46 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $71 Shares 1,100 Est. Cost $21.83 Unrealized -13.4%
KO COCA COLA COMPANY 0.0%
Value ($000) $70 Shares 1,750 Est. Cost $30.05 Unrealized -4.1%
AFLAC INC 0.0%
Value ($000) $70 Shares 1,200 Est. Cost $58.33 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $69 Shares 500 Est. Cost $107.02 Unrealized +7.9%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $69 Shares 842 Est. Cost $70.08 Unrealized -2.5%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $65 Shares 1,196 Est. Cost $45.57 Unrealized -20.8%
BKH BLACK HILLS CORP 0.0%
Value ($000) $62 Shares 1,500 Est. Cost $35.24 Unrealized -20.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $61 Shares 645 Est. Cost $96.21 Unrealized -4.4%
LEUCADIA NATIONAL CO 0.0%
Value ($000) $61 Shares 3,000 Est. Cost $22.33 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $59 Shares 2,032 Est. Cost $53.15 Unrealized
CR BARD INCORPORATE 0.0%
Value ($000) $57 Shares 308 Est. Cost $165.58 Unrealized
GGG GRACO INCORPORATED 0.0%
Value ($000) $53 Shares 784 Est. Cost $22.08 Unrealized -9.2%
BLACKROCK MUNIHLDNGS QLT 0.0%
Value ($000) $53 Shares 4,000 Est. Cost $13.50 Unrealized
NUVEEN AMT-FREE MUN INCO 0.0%
Value ($000) $52 Shares 4,000 Est. Cost $13.75 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $51 Shares 503 Est. Cost $81.30 Unrealized +22.7%
PRINCIPAL FINANCIAL 0.0%
Value ($000) $51 Shares 1,079 Est. Cost $51.88 Unrealized
SPDR RUSSELL 3000 ETF 0.0%
Value ($000) $47 Shares 332 Est. Cost $141.57 Unrealized
ALLERGAN PLC F 0.0%
Value ($000) $46 Shares 170 Est. Cost $304.15 Unrealized
FISV FISERV INC 0.0%
Value ($000) $45 Shares 519 Est. Cost $34.23 Unrealized +26.4%
AMER ELECTRIC PWR CO 0.0%
Value ($000) $43 Shares 755 Est. Cost $56.95 Unrealized
ALLIANT ENERGY CORP 0.0%
Value ($000) $43 Shares 741 Est. Cost $58.03 Unrealized
SIGMA ALDRICH CORP 0.0%
Value ($000) $42 Shares 300 Est. Cost $136.67 Unrealized
EVERSOURCE ENERGY 0.0%
Value ($000) $42 Shares 829 Est. Cost $50.66 Unrealized
PLUM CREEK TIMBER CO REIT 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $43.00 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $38 Shares 800 Est. Cost $67.28 Unrealized
NOVARTIS AG F ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $37 Shares 400 Est. Cost $92.50 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $37 Shares 518 Est. Cost $28.69 Unrealized +5.8%
DE DEERE & CO 0.0%
Value ($000) $37 Shares 500 Est. Cost $70.62 Unrealized +3.9%
MONSANTO CO 0.0%
Value ($000) $34 Shares 400 Est. Cost $120.00 Unrealized
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $41.83 Unrealized +3.9%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $32 Shares 279 Est. Cost $110.73 Unrealized
JPMORGAN CHASE & CO 0.0%
Value ($000) $32 Shares 519 Est. Cost $61.66 Unrealized
KINDER MORGAN INC 0.0%
Value ($000) $31 Shares 1,113 Est. Cost $42.54 Unrealized
SPECTRA ENERGY CORP 0.0%
Value ($000) $31 Shares 1,163 Est. Cost $36.11 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $31 Shares 1,700 Est. Cost $16.23 Unrealized -18.9%
WFC WELLS FARGO & CO 0.0%
Value ($000) $31 Shares 600 Est. Cost $38.77 Unrealized +5.9%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $30 Shares 362 Est. Cost $28.93 Unrealized +15.3%
IMPERIAL TOB GP PLC F ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $30 Shares 291 Est. Cost $96.22 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $30 Shares 900 Est. Cost $38.89 Unrealized
PATTERSON COMPANIES 0.0%
Value ($000) $30 Shares 700 Est. Cost $48.57 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $29 Shares 923 Est. Cost $17.97 Unrealized +14.7%
TEKLA HEALTHCARE INVS 0.0%
Value ($000) $29 Shares 1,067 Est. Cost $31.87 Unrealized
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $28 Shares 289 Est. Cost $69.48 Unrealized +13.4%
VERTEX PHARMACEUTICA 0.0%
Value ($000) $28 Shares 273 Est. Cost $117.22 Unrealized
MARATHON PETE CORP 0.0%
Value ($000) $28 Shares 600 Est. Cost $70.83 Unrealized
KNOWLES CORPORATION 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $23.33 Unrealized
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $27 Shares 6,150 Est. Cost $4.26 Unrealized
ALPHABET INC CLASS A 0.0%
Value ($000) $26 Shares 40 Est. Cost $650.00 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $25 Shares 276 Est. Cost $74.66 Unrealized -4.9%
ALPHABET INC CLASS C 0.0%
Value ($000) $24 Shares 40 Est. Cost $600.00 Unrealized
CERNER CORP 0.0%
Value ($000) $24 Shares 400 Est. Cost $70.00 Unrealized
BEMIS CO INC 0.0%
Value ($000) $23 Shares 587 Est. Cost $46.00 Unrealized
ITC HOLDINGS CORP 0.0%
Value ($000) $21 Shares 643 Est. Cost $32.86 Unrealized
VECTREN CORP 0.0%
Value ($000) $21 Shares 500 Est. Cost $46.00 Unrealized
MDU M D U RESOURCES GRP 0.0%
Value ($000) $21 Shares 1,223 Est. Cost $6.84 Unrealized -27.6%
NKE NIKE INC CLASS B 0.0%
Value ($000) $21 Shares 171 Est. Cost $43.89 Unrealized +13.0%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 260 Est. Cost $49.15 Unrealized +9.9%
ADOBE SYSTEMS INC 0.0%
Value ($000) $18 Shares 220 Est. Cost $72.73 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $18 Shares 128 Est. Cost $175.44 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $18 Shares 285 Est. Cost $66.67 Unrealized
TE CONNECTIVITY LTD F 0.0%
Value ($000) $18 Shares 300 Est. Cost $63.33 Unrealized
VENTAS INC REIT 0.0%
Value ($000) $17 Shares 300 Est. Cost $73.33 Unrealized
TARGET CORPORATION 0.0%
Value ($000) $16 Shares 200 Est. Cost $76.43 Unrealized
UNITED TECHNOLOGIES 0.0%
Value ($000) $16 Shares 184 Est. Cost $115.63 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $16 Shares 868 Est. Cost $13.56 Unrealized +4.3%
ADSK AUTODESK INC 0.0%
Value ($000) $16 Shares 368 Est. Cost $57.85 Unrealized -13.3%
CENTURYLINK INC 0.0%
Value ($000) $15 Shares 589 Est. Cost $39.05 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $49.04 Unrealized +16.1%
HCA HOLDINGS INC 0.0%
Value ($000) $14 Shares 184 Est. Cost $76.09 Unrealized
PIMCO CORPORATE & INCOME OPP FND 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $16.00 Unrealized
LII LENNOX INTERNATIONAL 0.0%
Value ($000) $13 Shares 113 Est. Cost $77.77 Unrealized +33.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $13 Shares 224 Est. Cost $40.92 Unrealized +10.8%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $13 Shares 266 Est. Cost $69.02 Unrealized -21.7%
EXELON CORPORATION 0.0%
Value ($000) $12 Shares 400 Est. Cost $37.50 Unrealized
MANITOWOC COMPANY 0.0%
Value ($000) $12 Shares 800 Est. Cost $22.50 Unrealized
SALESFORCE COM 0.0%
Value ($000) $12 Shares 178 Est. Cost $67.42 Unrealized
BIOGEN INC 0.0%
Value ($000) $12 Shares 42 Est. Cost $285.71 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $11 Shares 169 Est. Cost $79.07 Unrealized -5.0%
TOTAL S A F ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 250 Est. Cost $48.00 Unrealized
TYCO INTL PLC F 0.0%
Value ($000) $10 Shares 300 Est. Cost $43.33 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $10 Shares 125 Est. Cost $85.81 Unrealized -24.1%
DCI DONALDSON COMPANY 0.0%
Value ($000) $10 Shares 362 Est. Cost $32.99 Unrealized -18.0%
EXPD EXPEDITORS INTL WASH 0.0%
Value ($000) $10 Shares 210 Est. Cost $37.16 Unrealized +11.3%
NEW RELIC INC 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $9 Shares 600 Est. Cost $28.33 Unrealized
CARDINAL HEALTH INC 0.0%
Value ($000) $9 Shares 111 Est. Cost $81.08 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $8 Shares 101 Est. Cost $89.11 Unrealized
ORACLE CORPORATION 0.0%
Value ($000) $8 Shares 213 Est. Cost $46.00 Unrealized
ENERGY TRANSFER PART LP 0.0%
Value ($000) $8 Shares 191 Est. Cost $64.48 Unrealized
NISOURCE INC HOLDING 0.0%
Value ($000) $6 Shares 325 Est. Cost $43.08 Unrealized
METLIFE INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $51.85 Unrealized
COLUMBIA PIPELINE GR 0.0%
Value ($000) $6 Shares 325 Est. Cost $18.46 Unrealized
MYLAN NV F 0.0%
Value ($000) $5 Shares 112 Est. Cost $71.43 Unrealized
ENERPLUS CORP F 0.0%
Value ($000) $5 Shares 1,131 Est. Cost $4.42 Unrealized
ATLANTIC PWR CORP 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $2.00 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $5 Shares 133 Est. Cost $30.67 Unrealized -11.5%
HEINEKEN NV NEW ORD F 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
NUVEEN PERFORMANCE PLUS 0.0%
Value ($000) $4 Shares 265 Est. Cost $15.09 Unrealized
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
SPECTRIS PLC ORD F 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
HOSPITALITY PROP TR REIT 0.0%
Value ($000) $3 Shares 98 Est. Cost $30.61 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
BAYTEX ENERGY CORP F 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $17.00 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $2 Shares 62 Est. Cost $32.26 Unrealized
SEADRILL LIMITED SHS 0.0%
Value ($000) $2 Shares 300 Est. Cost $11.43 Unrealized
JOHNSON CONTROLS INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $50.00 Unrealized
ALCATEL LUCENT F ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $2 Shares 610 Est. Cost $3.28 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $2 Shares 74 Est. Cost $27.03 Unrealized
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $1 Shares 146 Est. Cost $6.16 Unrealized
REGIONS FINANCIAL CO 0.0%
Value ($000) $1 Shares 159 Est. Cost $12.58 Unrealized
ROCK CREEK PHARMA 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
SEAHAWK DRILLING INC XXX ESCROW FOR POSSIBLE FUTURE DISTRIBUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
VERITIV CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost 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
FAIRPOINT COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
LUMENIS LTD NEW ORD XXX CASH MERGER @ $14.00/SH EFF 10/13/15 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized