ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 6, 2017

Total Value ($000): $331,415 (100.0% shares, 0.0% debt)

Holdings (308)

MSFT MICROSOFT CORP 2.5%
Value ($000) $8,419 Shares 135,480 Est. Cost $39.82 Unrealized +35.5%
KEYS KEYSIGHT TECHNOLOGIES INC 2.4%
Value ($000) $7,811 Shares 213,582 Est. Cost $25.09 Unrealized +37.4%
SLB SCHLUMBERGER LTD 2.3%
Value ($000) $7,611 Shares 90,667 Est. Cost $66.28 Unrealized -4.9%
PH PARKER HANNIFIN CORP 2.2%
Value ($000) $7,415 Shares 52,963 Est. Cost $101.13 Unrealized +14.3%
ADP AUTO DATA PROCESSING TRADES WITH DUE BILLS 2.2%
Value ($000) $7,326 Shares 71,275 Est. Cost $63.60 Unrealized +20.7%
SYY SYSCO CORPORATION 2.2%
Value ($000) $7,326 Shares 132,307 Est. Cost $28.87 Unrealized +41.9%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $7,109 Shares 78,758 Est. Cost $57.35 Unrealized +1.4%
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $6,997 Shares 60,733 Est. Cost $77.41 Unrealized +15.9%
CONTINENTAL RESOURCE 2.1%
Value ($000) $6,915 Shares 134,174 Est. Cost $34.04 Unrealized
CBSH COMMERCE BANCSHARES INC MISSOURI 2.1%
Value ($000) $6,842 Shares 118,349 Est. Cost $25.08 Unrealized +37.7%
PNC PNC FINL SERVICES GP INC 2.0%
Value ($000) $6,765 Shares 57,843 Est. Cost $61.47 Unrealized +25.5%
BAX BAXTER INTL INC 2.0%
Value ($000) $6,684 Shares 150,755 Est. Cost $32.37 Unrealized +22.8%
BK BANK OF NY MELLON CP NEW 2.0%
Value ($000) $6,642 Shares 140,181 Est. Cost $31.93 Unrealized +11.2%
INTC INTEL CORP 2.0%
Value ($000) $6,611 Shares 182,282 Est. Cost $26.62 Unrealized +9.5%
BDX BECTON DICKINSON & CO 2.0%
Value ($000) $6,547 Shares 39,545 Est. Cost $107.98 Unrealized +34.0%
EMR EMERSON ELEC CO 2.0%
Value ($000) $6,479 Shares 116,223 Est. Cost $45.28 Unrealized -5.3%
FMC F M C CORP NEW 1.9%
Value ($000) $6,460 Shares 114,211 Est. Cost $33.31 Unrealized +10.3%
QUINTILES IMS HOLDINGS, INC 1.9%
Value ($000) $6,383 Shares 83,936 Est. Cost $65.32 Unrealized
CELGENE CORP 1.9%
Value ($000) $6,339 Shares 54,765 Est. Cost $111.85 Unrealized
WU WESTERN UNION CO 1.9%
Value ($000) $6,235 Shares 287,042 Est. Cost $18.05 Unrealized
QCOM QUALCOMM INC 1.9%
Value ($000) $6,149 Shares 94,309 Est. Cost $45.16 Unrealized +15.7%
CSCO CISCO SYSTEMS INC 1.8%
Value ($000) $6,094 Shares 201,655 Est. Cost $18.36 Unrealized +25.5%
ROK ROCKWELL AUTOMATION INC 1.8%
Value ($000) $6,029 Shares 44,858 Est. Cost $87.90 Unrealized +22.6%
BA BOEING CO 1.8%
Value ($000) $6,012 Shares 38,618 Est. Cost $110.66 Unrealized +22.0%
ACN ACCENTURE PLC CL A F 1.8%
Value ($000) $5,979 Shares 51,042 Est. Cost $69.37 Unrealized +48.8%
BALL BALL CORPORATION 1.8%
Value ($000) $5,947 Shares 79,213 Est. Cost $30.41 Unrealized +15.2%
KMB KIMBERLY CLARK CORP 1.8%
Value ($000) $5,883 Shares 51,553 Est. Cost $76.09 Unrealized +11.1%
VARIAN MEDICAL SYSTEMS 1.8%
Value ($000) $5,803 Shares 64,637 Est. Cost $86.51 Unrealized
MDT MEDTRONIC PLC 1.7%
Value ($000) $5,789 Shares 81,266 Est. Cost $58.90 Unrealized +5.9%
ROCKWELL COLLINS INC 1.7%
Value ($000) $5,645 Shares 60,853 Est. Cost $92.76 Unrealized
COP CONOCOPHILLIPS 1.7%
Value ($000) $5,592 Shares 111,533 Est. Cost $32.79 Unrealized +6.0%
FLS FLOWSERVE CORP 1.7%
Value ($000) $5,566 Shares 115,831 Est. Cost $38.55 Unrealized -0.3%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.7%
Value ($000) $5,565 Shares 75,962 Est. Cost $54.82 Unrealized +6.3%
GWW GRAINGER W W INC 1.6%
Value ($000) $5,430 Shares 23,380 Est. Cost $203.21 Unrealized -4.4%
EXPRESS SCRIPTS HOLDINGS 1.6%
Value ($000) $5,385 Shares 78,275 Est. Cost $84.49 Unrealized
ABT ABBOTT LABS COM 1.6%
Value ($000) $5,353 Shares 139,364 Est. Cost $36.43 Unrealized -7.6%
SCRIPPS NTWK INTERAC CLASS A 1.5%
Value ($000) $5,126 Shares 71,821 Est. Cost $67.70 Unrealized
LNC LINCOLN NATIONAL CORP 1.5%
Value ($000) $5,102 Shares 76,985 Est. Cost $35.31 Unrealized +15.1%
PYPL PAYPAL HOLDINGS INC COM 1.4%
Value ($000) $4,750 Shares 120,356 Est. Cost $36.04 Unrealized +11.3%
KSS KOHLS CORP 1.4%
Value ($000) $4,696 Shares 95,095 Est. Cost $55.84 Unrealized -11.4%
EBAY EBAY INC 1.4%
Value ($000) $4,520 Shares 152,231 Est. Cost $21.20 Unrealized +24.0%
HANESBRANDS INC. 1.2%
Value ($000) $4,099 Shares 190,026 Est. Cost $24.86 Unrealized
MEAD JOHNSON NUTRITION 1.0%
Value ($000) $3,244 Shares 45,844 Est. Cost $97.93 Unrealized
SPDR RUSSELL 3000 ETF 0.7%
Value ($000) $2,372 Shares 14,174 Est. Cost $152.55 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $1,616 Shares 122,552 Est. Cost $10.05 Unrealized +15.5%
TNC TENNANT COMPANY 0.4%
Value ($000) $1,226 Shares 17,213 Est. Cost $52.41 Unrealized +16.5%
VASCULAR SOLUTIONS 0.4%
Value ($000) $1,163 Shares 20,726 Est. Cost $32.53 Unrealized
STRAYER EDUCATION 0.3%
Value ($000) $1,106 Shares 13,715 Est. Cost $48.68 Unrealized
CHASE CORP 0.3%
Value ($000) $1,082 Shares 12,947 Est. Cost $59.07 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $1,049 Shares 12,474 Est. Cost $64.96 Unrealized +2.8%
MICROSEMI CORPORATN 0.3%
Value ($000) $1,040 Shares 19,263 Est. Cost $28.66 Unrealized
FOX FACTORY HOLDING 0.3%
Value ($000) $1,033 Shares 37,224 Est. Cost $15.81 Unrealized
KMG CHEMICALS INC 0.3%
Value ($000) $1,021 Shares 26,254 Est. Cost $20.50 Unrealized
EXPONENT INC 0.3%
Value ($000) $985 Shares 16,340 Est. Cost $58.49 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $982 Shares 13,939 Est. Cost $29.38 Unrealized +60.2%
INSTEEL INDUSTRIES 0.3%
Value ($000) $968 Shares 27,157 Est. Cost $30.57 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $963 Shares 9,292 Est. Cost $88.53 Unrealized -9.3%
BIOSPECIFICS TECH CO 0.3%
Value ($000) $949 Shares 17,040 Est. Cost $40.03 Unrealized
IT GARTNER INC 0.3%
Value ($000) $935 Shares 9,251 Est. Cost $82.66 Unrealized +16.9%
TETRA TECH INC 0.3%
Value ($000) $928 Shares 21,508 Est. Cost $29.82 Unrealized
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $914 Shares 20,457 Est. Cost $33.80 Unrealized
SUN HYDRAULICS INC 0.3%
Value ($000) $900 Shares 22,525 Est. Cost $37.76 Unrealized
DORM DORMAN PRODUCTS INC 0.3%
Value ($000) $896 Shares 12,261 Est. Cost $48.08 Unrealized +42.0%
AMERISAFE INC 0.3%
Value ($000) $890 Shares 14,275 Est. Cost $61.21 Unrealized
CULP CULP INC 0.3%
Value ($000) $885 Shares 23,835 Est. Cost $19.26 Unrealized +44.6%
TCX TUCOWS INC 0.3%
Value ($000) $885 Shares 25,104 Est. Cost $28.11 Unrealized +15.2%
MA COM TECH SOLUTN 0.3%
Value ($000) $879 Shares 18,992 Est. Cost $43.79 Unrealized
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $856 Shares 9,976 Est. Cost $71.30 Unrealized +3.9%
UMBF U M B FINANCIAL CORP 0.3%
Value ($000) $850 Shares 11,020 Est. Cost $55.50 Unrealized +25.3%
PETS PETMED EXPRESS INC 0.3%
Value ($000) $848 Shares 36,744 Est. Cost $13.76 Unrealized +55.7%
TILE INTERFACE INC 0.3%
Value ($000) $832 Shares 44,836 Est. Cost $16.97 Unrealized +1.6%
MSTR MICROSTRATEGY INC CLASS A 0.2%
Value ($000) $828 Shares 4,194 Est. Cost $15.92 Unrealized +18.8%
J2 GLOBAL INC 0.2%
Value ($000) $826 Shares 10,094 Est. Cost $63.17 Unrealized
CMCO COLUMBUS MCKINNON CO 0.2%
Value ($000) $822 Shares 30,383 Est. Cost $22.53 Unrealized -7.2%
PLXS PLEXUS CORP 0.2%
Value ($000) $818 Shares 15,128 Est. Cost $39.12 Unrealized +26.4%
WALGREENS BOOTS ALLI 0.2%
Value ($000) $802 Shares 9,687 Est. Cost $80.03 Unrealized
COLLECTORS UNIVERSE 0.2%
Value ($000) $786 Shares 37,028 Est. Cost $16.59 Unrealized
ANIK ANIKA THERAPEUTICS 0.2%
Value ($000) $783 Shares 15,991 Est. Cost $38.25 Unrealized +20.9%
IBERIABANK CORP 0.2%
Value ($000) $772 Shares 9,219 Est. Cost $64.12 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.2%
Value ($000) $764 Shares 10,501 Est. Cost $59.09 Unrealized +10.0%
WINDSTREAM HLDGS INC COM 0.2%
Value ($000) $762 Shares 103,893 Est. Cost $6.36 Unrealized
NVEC N V E CORPORATION 0.2%
Value ($000) $760 Shares 10,646 Est. Cost $67.08 Unrealized -6.0%
RLI R L I CORP 0.2%
Value ($000) $759 Shares 12,023 Est. Cost $16.32 Unrealized +38.2%
SYKES ENTERPRISES 0.2%
Value ($000) $752 Shares 26,048 Est. Cost $23.72 Unrealized
PAREXEL INTL CORP 0.2%
Value ($000) $747 Shares 11,371 Est. Cost $56.09 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $736 Shares 13,448 Est. Cost $51.84 Unrealized
PRGS PROGRESS SOFTWARE CO 0.2%
Value ($000) $735 Shares 23,005 Est. Cost $25.92 Unrealized +12.0%
G P STRATEGIES CORP 0.2%
Value ($000) $732 Shares 25,587 Est. Cost $27.43 Unrealized
USB U S BANCORP 0.2%
Value ($000) $722 Shares 14,058 Est. Cost $29.12 Unrealized +16.0%
ACTUANT CORP CLASS A 0.2%
Value ($000) $710 Shares 27,351 Est. Cost $24.66 Unrealized
CALGON CARBON CORP 0.2%
Value ($000) $710 Shares 41,763 Est. Cost $19.45 Unrealized
RPX CORPORATION 0.2%
Value ($000) $698 Shares 64,674 Est. Cost $9.46 Unrealized
LIGAND PHARMA 0.2%
Value ($000) $688 Shares 6,775 Est. Cost $107.06 Unrealized
FRANCESCAS HOLDINGS 0.2%
Value ($000) $668 Shares 37,075 Est. Cost $16.53 Unrealized
ARALEZ PHARMA INC F 0.2%
Value ($000) $644 Shares 145,992 Est. Cost $3.76 Unrealized
NRC NATIONAL RESEARCH CLASS A 0.2%
Value ($000) $641 Shares 33,756 Est. Cost $14.66 Unrealized +12.6%
IRIX IRIDEX CORP 0.2%
Value ($000) $641 Shares 45,624 Est. Cost $10.66 Unrealized +33.3%
ECHO GLOBAL LOGISTIC 0.2%
Value ($000) $639 Shares 25,518 Est. Cost $27.07 Unrealized
SYNERGY RESOURCES CO 0.2%
Value ($000) $630 Shares 70,720 Est. Cost $7.87 Unrealized
AVAV AEROVIRONMENT INC 0.2%
Value ($000) $623 Shares 23,218 Est. Cost $24.62 Unrealized +5.3%
LIVANOVA PLC F 0.2%
Value ($000) $594 Shares 13,219 Est. Cost $49.52 Unrealized
ACH OWENS &MINOR INC HLD 0.2%
Value ($000) $593 Shares 16,795 Est. Cost $28.96 Unrealized +5.1%
HOUSTON WIRE & CABLE 0.2%
Value ($000) $519 Shares 79,910 Est. Cost $6.92 Unrealized
NEXTERA ENERGY INC 0.1%
Value ($000) $490 Shares 4,099 Est. Cost $97.57 Unrealized
NDSN NORDSON CORP 0.1%
Value ($000) $479 Shares 4,279 Est. Cost $61.47 Unrealized +54.7%
SYBT STOCK YDS BANCORP 0.1%
Value ($000) $437 Shares 9,303 Est. Cost $23.39 Unrealized +68.0%
GMED GLOBUS MEDICAL, INC. 0.1%
Value ($000) $435 Shares 17,520 Est. Cost $22.72 Unrealized 0.0%
LIONBRIDGE TECH INC 0.1%
Value ($000) $428 Shares 73,814 Est. Cost $4.79 Unrealized
NORTHERN OIL AND GAS 0.1%
Value ($000) $416 Shares 151,287 Est. Cost $4.64 Unrealized
SURGICAL CARE AFFILIATES, INC. 0.1%
Value ($000) $405 Shares 8,761 Est. Cost $46.23 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $396 Shares 8,053 Est. Cost $29.57 Unrealized +13.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $390 Shares 4,200 Est. Cost $73.34 Unrealized +0.5%
FAST FASTENAL CO 0.1%
Value ($000) $383 Shares 8,160 Est. Cost $8.34 Unrealized +3.7%
VERA BRADLEY INC 0.1%
Value ($000) $382 Shares 32,626 Est. Cost $14.10 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $349 Shares 4,497 Est. Cost $72.22 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $332 Shares 2,034 Est. Cost $144.37 Unrealized +6.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $320 Shares 427 Est. Cost $31.97 Unrealized +22.6%
T AT&T INC 0.1%
Value ($000) $318 Shares 7,481 Est. Cost $16.16 Unrealized -4.4%
W E C ENERGY GROUP I 0.1%
Value ($000) $304 Shares 5,182 Est. Cost $51.94 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $303 Shares 12,253 Est. Cost $12.62 Unrealized +26.2%
MGE ENERGY INC 0.1%
Value ($000) $302 Shares 4,626 Est. Cost $47.34 Unrealized
MERCK & CO INC 0.1%
Value ($000) $278 Shares 4,726 Est. Cost $57.08 Unrealized
TESARO INC 0.1%
Value ($000) $269 Shares 2,000 Est. Cost $37.00 Unrealized
VERIZON COMMUNICATN 0.1%
Value ($000) $268 Shares 5,021 Est. Cost $45.46 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value ($000) $258 Shares 2,189 Est. Cost $70.98 Unrealized +4.0%
JPMORGAN CHASE & CO 0.1%
Value ($000) $218 Shares 2,528 Est. Cost $80.30 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $217 Shares 3,705 Est. Cost $38.91 Unrealized +1.6%
EXACT SCIENCES CORP 0.1%
Value ($000) $216 Shares 16,200 Est. Cost $15.44 Unrealized
ACUITY BRANDS INC 0.1%
Value ($000) $208 Shares 900 Est. Cost $140.23 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $204 Shares 6,463 Est. Cost $28.59 Unrealized
3M COMPANY 0.1%
Value ($000) $202 Shares 1,132 Est. Cost $165.94 Unrealized
NATIONAL RESEARCH CLASS B 0.1%
Value ($000) $195 Shares 4,684 Est. Cost $32.02 Unrealized
ALTRIA GROUP INC 0.1%
Value ($000) $187 Shares 2,771 Est. Cost $60.39 Unrealized
IBM IBM CORP 0.1%
Value ($000) $179 Shares 1,077 Est. Cost $100.83 Unrealized +2.2%
AAPL APPLE INC 0.1%
Value ($000) $179 Shares 1,549 Est. Cost $25.20 Unrealized +3.5%
DOMINION RES INC VA 0.1%
Value ($000) $171 Shares 2,229 Est. Cost $70.57 Unrealized
BP BP PLC F UNSPONSORED ADR 1 ADR REPS 6 ORD SHS 0.1%
Value ($000) $168 Shares 4,500 Est. Cost $38.09 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $165 Shares 1,085 Est. Cost $49.75 Unrealized +21.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $164 Shares 1,319 Est. Cost $114.50 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $163 Shares 1,562 Est. Cost $91.05 Unrealized -0.4%
PARKWAY INC 0.0%
Value ($000) $159 Shares 7,129 Est. Cost $19.01 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $150 Shares 2,000 Est. Cost $50.83 Unrealized -2.1%
MCD MC DONALDS CORP 0.0%
Value ($000) $150 Shares 1,233 Est. Cost $77.65 Unrealized +21.4%
TRANSOCEAN INC NEW F 0.0%
Value ($000) $142 Shares 9,655 Est. Cost $18.33 Unrealized
RPM RPM INTERNATIONAL 0.0%
Value ($000) $140 Shares 2,609 Est. Cost $46.53 Unrealized +10.0%
ECL ECOLAB INC 0.0%
Value ($000) $138 Shares 1,180 Est. Cost $106.59 Unrealized -0.6%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $132 Shares 1,415 Est. Cost $36.78 Unrealized +6.6%
DNP SELECT INCOME CF 0.0%
Value ($000) $130 Shares 12,722 Est. Cost $9.30 Unrealized
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $128 Shares 1,226 Est. Cost $71.03 Unrealized +11.7%
MTD METTLER TOLEDO INTL F 0.0%
Value ($000) $126 Shares 300 Est. Cost $274.88 Unrealized +51.4%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $124 Shares 847 Est. Cost $116.38 Unrealized -1.7%
KEYERA CORP COM 0.0%
Value ($000) $123 Shares 3,028 Est. Cost $27.41 Unrealized
ABBVIE INC 0.0%
Value ($000) $120 Shares 1,917 Est. Cost $64.99 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $117 Shares 2,004 Est. Cost $64.57 Unrealized -11.7%
COMCAST CORPORATION CLASS A 0.0%
Value ($000) $109 Shares 1,572 Est. Cost $57.93 Unrealized
MARATHON PETE CORP 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.30 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $100 Shares 1,326 Est. Cost $67.12 Unrealized
BROOKFIELD INFRA PTN LP 0.0%
Value ($000) $100 Shares 3,000 Est. Cost $39.22 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $98 Shares 124 Est. Cost $772.32 Unrealized
QUEST DIAGNOSTIC INC 0.0%
Value ($000) $90 Shares 978 Est. Cost $92.02 Unrealized
BMO BANK OF MONTREAL F 0.0%
Value ($000) $90 Shares 1,246 Est. Cost $45.59 Unrealized +1.3%
COUSINS PROPERTIES 0.0%
Value ($000) $90 Shares 10,576 Est. Cost $7.92 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $86 Shares 1,400 Est. Cost $35.24 Unrealized +27.3%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $86 Shares 500 Est. Cost $107.02 Unrealized +25.3%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $84 Shares 3,100 Est. Cost $36.17 Unrealized
PII POLARIS INDUSTRIES 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $86.74 Unrealized -6.0%
AFL AFLAC INC 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $24.53 Unrealized +16.0%
FACEBOOK INC CLASS A 0.0%
Value ($000) $76 Shares 657 Est. Cost $120.60 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $71 Shares 781 Est. Cost $60.82 Unrealized -4.2%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $69 Shares 305 Est. Cost $226.23 Unrealized
COMMUNICATIONS SALES 0.0%
Value ($000) $67 Shares 2,655 Est. Cost $18.68 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $65 Shares 1,573 Est. Cost $30.29 Unrealized +3.0%
O REILLY AUTOMOTIVE 0.0%
Value ($000) $64 Shares 230 Est. Cost $278.26 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $64 Shares 863 Est. Cost $40.71 Unrealized +22.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $56 Shares 1,482 Est. Cost $24.65 Unrealized +12.5%
HOLX HOLOGIC INC 0.0%
Value ($000) $54 Shares 1,348 Est. Cost $34.87 Unrealized +10.7%
MONSTER BEVERAGE COR 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $77.78 Unrealized
DE DEERE & CO 0.0%
Value ($000) $52 Shares 500 Est. Cost $70.62 Unrealized +15.3%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $52 Shares 832 Est. Cost $40.11 Unrealized +11.4%
FISV FISERV INC 0.0%
Value ($000) $51 Shares 479 Est. Cost $34.23 Unrealized +50.0%
GGG GRACO INCORPORATED 0.0%
Value ($000) $50 Shares 600 Est. Cost $22.08 Unrealized +5.9%
PRINCIPAL FINANCIAL 0.0%
Value ($000) $48 Shares 829 Est. Cost $51.88 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $48 Shares 1,469 Est. Cost $20.01 Unrealized +2.4%
LEUCADIA NATIONAL CO 0.0%
Value ($000) $47 Shares 2,000 Est. Cost $22.33 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $46 Shares 824 Est. Cost $44.46 Unrealized +2.5%
EVERSOURCE ENERGY 0.0%
Value ($000) $46 Shares 829 Est. Cost $50.66 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $44 Shares 800 Est. Cost $67.28 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $43 Shares 674 Est. Cost $24.96 Unrealized +6.4%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $42 Shares 568 Est. Cost $43.05 Unrealized +20.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $42 Shares 1,700 Est. Cost $16.23 Unrealized +8.1%
URI UNITED RENTALS INC 0.0%
Value ($000) $42 Shares 400 Est. Cost $74.22 Unrealized +18.7%
MONSANTO CO 0.0%
Value ($000) $42 Shares 400 Est. Cost $120.00 Unrealized
EVERCORE PARTNERS CLASS A 0.0%
Value ($000) $41 Shares 600 Est. Cost $53.33 Unrealized
IYE ISHARES US ENERGY ETF 0.0%
Value ($000) $38 Shares 915 Est. Cost $41.53 Unrealized
ALPHABET INC. CLASS C 0.0%
Value ($000) $37 Shares 48 Est. Cost $705.73 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $36 Shares 226 Est. Cost $125.98 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $19.00 Unrealized
CR BARD INCORPORATE 0.0%
Value ($000) $34 Shares 150 Est. Cost $165.58 Unrealized
WFC WELLS FARGO BK N A 0.0%
Value ($000) $33 Shares 600 Est. Cost $39.80 Unrealized -1.9%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $32 Shares 308 Est. Cost $93.11 Unrealized +6.8%
HON HONEYWELL INTL INC 0.0%
Value ($000) $32 Shares 272 Est. Cost $84.19 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $32 Shares 900 Est. Cost $38.89 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $29 Shares 5,210 Est. Cost $5.37 Unrealized
PATTERSON COMPANIES 0.0%
Value ($000) $29 Shares 700 Est. Cost $48.57 Unrealized
NOVARTIS AG F ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $29 Shares 400 Est. Cost $92.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $28 Shares 113 Est. Cost $195.92 Unrealized 0.0%
SPECTRA ENERGY CORP 0.0%
Value ($000) $27 Shares 663 Est. Cost $36.11 Unrealized
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $27 Shares 6,150 Est. Cost $4.26 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $26 Shares 252 Est. Cost $74.66 Unrealized +6.4%
VECTREN CORP 0.0%
Value ($000) $26 Shares 500 Est. Cost $46.00 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $26 Shares 210 Est. Cost $70.08 Unrealized +38.6%
HANCOCK JOHN PATRIOT PREM 0.0%
Value ($000) $25 Shares 1,592 Est. Cost $15.08 Unrealized
VENTAS INC REIT 0.0%
Value ($000) $25 Shares 392 Est. Cost $64.71 Unrealized
KNOWLES CORPORATION 0.0%
Value ($000) $25 Shares 1,500 Est. Cost $23.33 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $25 Shares 336 Est. Cost $57.85 Unrealized +27.3%
FEDEX CORPORATION 0.0%
Value ($000) $24 Shares 128 Est. Cost $175.44 Unrealized
TEKLA HLTHCR INV 0.0%
Value ($000) $23 Shares 1,067 Est. Cost $31.87 Unrealized
ST JUDE MEDICAL INC 0.0%
Value ($000) $23 Shares 285 Est. Cost $70.36 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $23 Shares 868 Est. Cost $13.56 Unrealized +27.5%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $22 Shares 211 Est. Cost $53.93 Unrealized +16.1%
PSX PHILLIPS 66 0.0%
Value ($000) $21 Shares 248 Est. Cost $49.15 Unrealized +19.3%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $21 Shares 300 Est. Cost $63.33 Unrealized
VERTEX PHARMACEUTICA 0.0%
Value ($000) $20 Shares 273 Est. Cost $115.38 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $19 Shares 140 Est. Cost $98.51 Unrealized +6.9%
BEMIS CO INC 0.0%
Value ($000) $19 Shares 400 Est. Cost $46.00 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $18 Shares 230 Est. Cost $88.53 Unrealized -9.1%
UNITED TECHNOLOGIES 0.0%
Value ($000) $18 Shares 168 Est. Cost $115.63 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $17 Shares 342 Est. Cost $50.28 Unrealized -9.4%
HD HOME DEPOT INC 0.0%
Value ($000) $17 Shares 126 Est. Cost $104.45 Unrealized -1.0%
ADOBE SYSTEMS INC 0.0%
Value ($000) $15 Shares 145 Est. Cost $72.73 Unrealized
DCI DONALDSON COMPANY 0.0%
Value ($000) $15 Shares 362 Est. Cost $32.99 Unrealized +3.9%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $15 Shares 172 Est. Cost $57.51 Unrealized -1.8%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $15 Shares 680 Est. Cost $15.68 Unrealized 0.0%
MDU M D U RESOURCES GRP 0.0%
Value ($000) $15 Shares 523 Est. Cost $6.84 Unrealized +15.4%
MANITOWOC FOODSRVE 0.0%
Value ($000) $15 Shares 800 Est. Cost $15.00 Unrealized
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $15 Shares 100 Est. Cost $138.59 Unrealized +1.4%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $15 Shares 346 Est. Cost $35.22 Unrealized -1.4%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $15 Shares 266 Est. Cost $69.02 Unrealized -20.7%
NATIONAL GRID PLC F UNSPONSORED ADR 1 ADR REPS 5 ORD SHS 0.0%
Value ($000) $15 Shares 263 Est. Cost $57.03 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $14 Shares 125 Est. Cost $85.81 Unrealized -2.1%
TARGET CORPORATION 0.0%
Value ($000) $14 Shares 200 Est. Cost $76.43 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $14 Shares 589 Est. Cost $39.05 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $49.04 Unrealized +22.0%
COSTCO WHOLESALE CO 0.0%
Value ($000) $14 Shares 90 Est. Cost $155.56 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $13 Shares 180 Est. Cost $55.87 Unrealized -4.8%
TOTAL S A F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $13 Shares 250 Est. Cost $48.00 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $13 Shares 200 Est. Cost $25.56 Unrealized +140.5%
DU PONT EI DE NEMOUR 0.0%
Value ($000) $12 Shares 168 Est. Cost $71.43 Unrealized
SALESFORCE COM 0.0%
Value ($000) $12 Shares 178 Est. Cost $67.42 Unrealized
METLIFE INC 0.0%
Value ($000) $12 Shares 217 Est. Cost $53.15 Unrealized
JOHNSON CTLS INTL F 0.0%
Value ($000) $12 Shares 286 Est. Cost $45.45 Unrealized
INTERCONTINENTAL EXC 0.0%
Value ($000) $11 Shares 200 Est. Cost $99.00 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $11 Shares 48 Est. Cost $200.65 Unrealized 0.0%
DISCOVER FINANCIAL S 0.0%
Value ($000) $11 Shares 147 Est. Cost $74.83 Unrealized
GOLDMAN SACHS GROUP 0.0%
Value ($000) $11 Shares 46 Est. Cost $239.13 Unrealized
TEVA TEVA PHARM INDS LTD F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $11 Shares 312 Est. Cost $44.87 Unrealized
PPL CORPORATION 0.0%
Value ($000) $10 Shares 280 Est. Cost $35.71 Unrealized
MASTERCARD INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
CERNER CORP 0.0%
Value ($000) $10 Shares 202 Est. Cost $70.00 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $9 Shares 293 Est. Cost $27.48 Unrealized 0.0%
LEA LEAR CORPORATION 0.0%
Value ($000) $9 Shares 65 Est. Cost $105.58 Unrealized 0.0%
AETNA INC 0.0%
Value ($000) $9 Shares 69 Est. Cost $130.43 Unrealized
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $9 Shares 845 Est. Cost $8.84 Unrealized 0.0%
THE GABELLI MULTIMEDIA TRUST INC 0.0%
Value ($000) $9 Shares 1,297 Est. Cost $7.71 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $9 Shares 66 Est. Cost $136.36 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $8 Shares 224 Est. Cost $26.10 Unrealized 0.0%
CARDINAL HEALTH INC 0.0%
Value ($000) $8 Shares 111 Est. Cost $81.08 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $7 Shares 133 Est. Cost $30.67 Unrealized +1.9%
WMT WAL-MART STORES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $21.40 Unrealized -6.9%
NISOURCE INC HOLDING 0.0%
Value ($000) $7 Shares 325 Est. Cost $43.08 Unrealized
BLACKSTONE GROUP LP LP 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.67 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $6 Shares 73 Est. Cost $82.19 Unrealized
ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
NVIDIA CORP 0.0%
Value ($000) $6 Shares 54 Est. Cost $111.11 Unrealized
BROADCOM LTD F 0.0%
Value ($000) $6 Shares 32 Est. Cost $187.50 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $6 Shares 99 Est. Cost $53.71 Unrealized 0.0%
MALLINCKRODT PUB F 0.0%
Value ($000) $5 Shares 100 Est. Cost $70.00 Unrealized
QEP RESOURCES INC 0.0%
Value ($000) $5 Shares 262 Est. Cost $19.08 Unrealized
ORACLE CORPORATION 0.0%
Value ($000) $5 Shares 138 Est. Cost $46.00 Unrealized
OC OWENS CORNING INC 0.0%
Value ($000) $5 Shares 104 Est. Cost $51.81 Unrealized 0.0%
MANITOWOC COMPANY 0.0%
Value ($000) $5 Shares 800 Est. Cost $22.50 Unrealized
INGERSOLL RAND PLC F 0.0%
Value ($000) $5 Shares 72 Est. Cost $69.44 Unrealized
DELL TECHNOLOGIES IN CLASS V 0.0%
Value ($000) $5 Shares 99 Est. Cost $44.59 Unrealized
FOOT LOCKER INC 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
BURL BURLINGTON STORES 0.0%
Value ($000) $5 Shares 60 Est. Cost $80.72 Unrealized 0.0%
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
ENERGEN CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
AMDOCS LIMITED F 0.0%
Value ($000) $4 Shares 76 Est. Cost $52.63 Unrealized
EOG RESOURCES INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $95.24 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $4 Shares 34 Est. Cost $77.93 Unrealized +33.3%
CIGNA CORP 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
HP INC. 0.0%
Value ($000) $3 Shares 216 Est. Cost $13.89 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $61.05 Unrealized 0.0%
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $3 Shares 68 Est. Cost $40.91 Unrealized 0.0%
SPECTRIS PLC ORDF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $2 Shares 260 Est. Cost $11.54 Unrealized
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $2 Shares 20 Est. Cost $69.48 Unrealized +34.7%
SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ADIENT PLC F 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
LVS LAS VEGAS SANDS CORP 0.0%
Value ($000) $1 Shares 16 Est. Cost $46.83 Unrealized 0.0%
COLORMAX TECHS NEW XXX REGISTRATION REVOKED BY THE SEC EFF 12/02/10 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
R M R GROUP INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FAIRPOINT COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
SEAHAWK DRILLING INC XXX ESCROW FOR POSSIBLE FUTURE DISTRIBUTIONS 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized