ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 10, 2017

Total Value ($000): $340,660 (100.0% shares, 0.0% debt)

Holdings (297)

MSFT MICROSOFT CORP 2.6%
Value ($000) $8,801 Shares 133,631 Est. Cost $39.82 Unrealized +45.3%
FMC F M C CORP NEW 2.3%
Value ($000) $7,746 Shares 111,310 Est. Cost $33.31 Unrealized +25.3%
BAX BAXTER INTL INC 2.3%
Value ($000) $7,715 Shares 148,765 Est. Cost $32.37 Unrealized +31.0%
KEYS KEYSIGHT TECHNOLOGIES INC 2.2%
Value ($000) $7,613 Shares 210,652 Est. Cost $25.09 Unrealized +48.4%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $7,562 Shares 60,715 Est. Cost $77.41 Unrealized +20.7%
ADP AUTO DATA PROCESSING 2.1%
Value ($000) $7,224 Shares 70,558 Est. Cost $63.60 Unrealized +32.7%
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $7,167 Shares 39,072 Est. Cost $107.98 Unrealized +41.4%
SLB SCHLUMBERGER LTD 2.1%
Value ($000) $7,111 Shares 91,045 Est. Cost $66.28 Unrealized -4.4%
QCOM QUALCOMM INC 2.1%
Value ($000) $7,053 Shares 123,002 Est. Cost $45.24 Unrealized +0.6%
EMR EMERSON ELEC CO 2.1%
Value ($000) $6,985 Shares 116,687 Est. Cost $45.28 Unrealized +5.9%
ROK ROCKWELL AUTOMATION INC 2.0%
Value ($000) $6,907 Shares 44,359 Est. Cost $87.90 Unrealized +44.1%
SYY SYSCO CORPORATION 2.0%
Value ($000) $6,814 Shares 131,238 Est. Cost $28.87 Unrealized +45.7%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $6,805 Shares 201,341 Est. Cost $18.36 Unrealized +34.7%
QUINTILES IMS HOLDINGS, INC 2.0%
Value ($000) $6,780 Shares 84,192 Est. Cost $65.32 Unrealized
CELGENE CORP 2.0%
Value ($000) $6,760 Shares 54,324 Est. Cost $111.85 Unrealized
PNC PNC FINL SERVICES GP INC 2.0%
Value ($000) $6,757 Shares 56,194 Est. Cost $61.47 Unrealized +48.5%
BA BOEING CO 2.0%
Value ($000) $6,743 Shares 38,129 Est. Cost $110.66 Unrealized +43.5%
KMB KIMBERLY CLARK CORP 2.0%
Value ($000) $6,727 Shares 51,109 Est. Cost $76.09 Unrealized +21.7%
BK BANK OF NY MELLON CP NEW 1.9%
Value ($000) $6,575 Shares 139,212 Est. Cost $31.93 Unrealized +15.8%
MDT MEDTRONIC PLC 1.9%
Value ($000) $6,568 Shares 81,535 Est. Cost $58.90 Unrealized +5.9%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $6,536 Shares 79,700 Est. Cost $57.33 Unrealized -2.1%
INTC INTEL CORP 1.9%
Value ($000) $6,507 Shares 180,403 Est. Cost $26.62 Unrealized +11.5%
CBSH COMMERCE BANCSHARES INC MISSOURI 1.9%
Value ($000) $6,449 Shares 114,830 Est. Cost $25.08 Unrealized +46.5%
ABT ABBOTT LABS COM 1.9%
Value ($000) $6,424 Shares 144,647 Est. Cost $36.45 Unrealized +1.3%
EXPRESS SCRIPTS HOLDINGS 1.9%
Value ($000) $6,384 Shares 96,853 Est. Cost $80.93 Unrealized
ACN ACCENTURE PLC CL A F 1.8%
Value ($000) $6,099 Shares 50,880 Est. Cost $69.37 Unrealized +49.9%
CONTINENTAL RESOURCE 1.8%
Value ($000) $6,043 Shares 133,050 Est. Cost $34.04 Unrealized
VARIAN MEDICAL SYSTEMS 1.7%
Value ($000) $5,939 Shares 65,176 Est. Cost $86.51 Unrealized
ROCKWELL COLLINS INC 1.7%
Value ($000) $5,930 Shares 61,031 Est. Cost $92.76 Unrealized
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.7%
Value ($000) $5,891 Shares 76,214 Est. Cost $54.82 Unrealized +13.6%
BALL BALL CORPORATION 1.7%
Value ($000) $5,876 Shares 79,134 Est. Cost $30.41 Unrealized +11.4%
WU WESTERN UNION CO 1.7%
Value ($000) $5,863 Shares 288,115 Est. Cost $18.05 Unrealized
FLS FLOWSERVE CORP 1.7%
Value ($000) $5,745 Shares 118,652 Est. Cost $38.60 Unrealized +4.7%
COP CONOCOPHILLIPS 1.7%
Value ($000) $5,685 Shares 113,992 Est. Cost $32.87 Unrealized +11.2%
OII OCEANEERING INTERNATIONAL, INC. 1.6%
Value ($000) $5,583 Shares 206,179 Est. Cost $27.32 Unrealized 0.0%
SCRIPPS NTWK INTERAC CLASS A 1.6%
Value ($000) $5,573 Shares 71,117 Est. Cost $67.70 Unrealized
GWW GRAINGER W W INC 1.6%
Value ($000) $5,474 Shares 23,519 Est. Cost $203.21 Unrealized +6.0%
HANESBRANDS INC. 1.6%
Value ($000) $5,293 Shares 254,977 Est. Cost $23.82 Unrealized
PYPL PAYPAL HOLDINGS INC COM 1.5%
Value ($000) $5,144 Shares 119,570 Est. Cost $36.04 Unrealized +15.8%
EBAY EBAY INC 1.5%
Value ($000) $5,089 Shares 151,594 Est. Cost $21.20 Unrealized +36.5%
LNC LINCOLN NATIONAL CORP 1.4%
Value ($000) $4,888 Shares 74,687 Est. Cost $35.31 Unrealized +35.9%
MEAD JOHNSON NUTRITION 1.2%
Value ($000) $4,236 Shares 47,551 Est. Cost $97.62 Unrealized
KSS KOHLS CORP 1.1%
Value ($000) $3,911 Shares 98,230 Est. Cost $55.36 Unrealized -26.3%
SPDR RUSSELL 3000 ETF 0.7%
Value ($000) $2,530 Shares 14,352 Est. Cost $152.85 Unrealized
TNC TENNANT COMPANY 0.4%
Value ($000) $1,261 Shares 17,361 Est. Cost $52.41 Unrealized +19.5%
TCX TUCOWS INC 0.4%
Value ($000) $1,250 Shares 24,477 Est. Cost $28.11 Unrealized +63.1%
CHASE CORP 0.3%
Value ($000) $1,178 Shares 12,343 Est. Cost $59.07 Unrealized
KMG CHEMICALS INC 0.3%
Value ($000) $1,161 Shares 25,199 Est. Cost $20.50 Unrealized
PG PROCTER & GAMBLE 0.3%
Value ($000) $1,140 Shares 12,684 Est. Cost $65.04 Unrealized +7.7%
FOX FACTORY HOLDING 0.3%
Value ($000) $1,048 Shares 36,508 Est. Cost $15.81 Unrealized
DORM DORMAN PRODUCTS INC 0.3%
Value ($000) $1,004 Shares 12,225 Est. Cost $48.08 Unrealized +54.4%
IT GARTNER INC 0.3%
Value ($000) $1,002 Shares 9,283 Est. Cost $82.66 Unrealized +24.7%
COLLECTORS UNIVERSE 0.3%
Value ($000) $979 Shares 37,506 Est. Cost $16.71 Unrealized
INSTEEL INDUSTRIES 0.3%
Value ($000) $973 Shares 26,912 Est. Cost $30.57 Unrealized
EXPONENT INC 0.3%
Value ($000) $971 Shares 16,304 Est. Cost $58.49 Unrealized
MICROSEMI CORPORATN 0.3%
Value ($000) $970 Shares 18,831 Est. Cost $28.66 Unrealized
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $949 Shares 20,222 Est. Cost $33.80 Unrealized
BIOSPECIFICS TECH CO 0.3%
Value ($000) $926 Shares 16,889 Est. Cost $40.03 Unrealized
AMERISAFE INC 0.3%
Value ($000) $922 Shares 14,208 Est. Cost $61.21 Unrealized
MA COM TECH SOLUTN 0.3%
Value ($000) $917 Shares 18,992 Est. Cost $43.79 Unrealized
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $909 Shares 9,958 Est. Cost $71.30 Unrealized +21.5%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $905 Shares 8,542 Est. Cost $88.53 Unrealized -1.0%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $898 Shares 13,821 Est. Cost $29.38 Unrealized +69.1%
NVEC N V E CORPORATION 0.3%
Value ($000) $889 Shares 10,741 Est. Cost $67.08 Unrealized +15.6%
PLANET PAYMENT, INC 0.3%
Value ($000) $886 Shares 222,543 Est. Cost $3.98 Unrealized
PLXS PLEXUS CORP 0.3%
Value ($000) $881 Shares 15,250 Est. Cost $39.12 Unrealized +42.5%
TETRA TECH INC 0.3%
Value ($000) $870 Shares 21,304 Est. Cost $29.82 Unrealized
VAREX IMAGING CORPOR 0.3%
Value ($000) $863 Shares 25,670 Est. Cost $33.62 Unrealized
GMED GLOBUS MEDICAL, INC. 0.3%
Value ($000) $862 Shares 29,105 Est. Cost $24.54 Unrealized +11.2%
TILE INTERFACE INC 0.3%
Value ($000) $859 Shares 45,113 Est. Cost $16.97 Unrealized +8.9%
J2 GLOBAL INC 0.2%
Value ($000) $849 Shares 10,119 Est. Cost $63.17 Unrealized
SUPN SUPERNUS PHARMACEUTICALS, INC. 0.2%
Value ($000) $844 Shares 26,961 Est. Cost $26.80 Unrealized 0.0%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $833 Shares 11,058 Est. Cost $55.50 Unrealized +37.9%
SUN HYDRAULICS INC 0.2%
Value ($000) $821 Shares 22,727 Est. Cost $37.76 Unrealized
WALGREENS BOOTS ALLI 0.2%
Value ($000) $805 Shares 9,687 Est. Cost $80.03 Unrealized
RPX CORPORATION 0.2%
Value ($000) $793 Shares 66,108 Est. Cost $9.52 Unrealized
MSTR MICROSTRATEGY INC CLASS A 0.2%
Value ($000) $791 Shares 4,212 Est. Cost $15.92 Unrealized +21.7%
SYKES ENTERPRISES 0.2%
Value ($000) $778 Shares 26,449 Est. Cost $23.80 Unrealized
CMCO COLUMBUS MCKINNON CO 0.2%
Value ($000) $760 Shares 30,604 Est. Cost $22.53 Unrealized +8.8%
CULP CULP INC 0.2%
Value ($000) $748 Shares 23,981 Est. Cost $19.26 Unrealized +47.8%
PETS PETMED EXPRESS INC 0.2%
Value ($000) $745 Shares 36,983 Est. Cost $13.76 Unrealized +53.8%
PLANTRONICS INC 0.2%
Value ($000) $740 Shares 13,679 Est. Cost $51.88 Unrealized
RLI R L I CORP 0.2%
Value ($000) $740 Shares 12,334 Est. Cost $16.47 Unrealized +34.0%
IBERIABANK CORP 0.2%
Value ($000) $740 Shares 9,355 Est. Cost $64.34 Unrealized
LIGAND PHARMA 0.2%
Value ($000) $733 Shares 6,928 Est. Cost $107.03 Unrealized
ACTUANT CORP CLASS A 0.2%
Value ($000) $732 Shares 27,797 Est. Cost $24.69 Unrealized
PAREXEL INTL CORP 0.2%
Value ($000) $727 Shares 11,516 Est. Cost $56.18 Unrealized
USB U S BANCORP 0.2%
Value ($000) $724 Shares 14,058 Est. Cost $29.12 Unrealized +30.7%
ANIK ANIKA THERAPEUTICS 0.2%
Value ($000) $709 Shares 16,328 Est. Cost $38.45 Unrealized +24.2%
LIVANOVA PLC F 0.2%
Value ($000) $689 Shares 14,056 Est. Cost $49.49 Unrealized
G P STRATEGIES CORP 0.2%
Value ($000) $676 Shares 26,715 Est. Cost $27.34 Unrealized
AVAV AEROVIRONMENT INC 0.2%
Value ($000) $673 Shares 23,994 Est. Cost $24.69 Unrealized +8.2%
UTMD UTAH MEDICAL PRODUCT 0.2%
Value ($000) $671 Shares 10,775 Est. Cost $59.19 Unrealized +6.3%
NRC NATIONAL RESEARCH CLASS A 0.2%
Value ($000) $668 Shares 33,923 Est. Cost $14.66 Unrealized +26.1%
CALGON CARBON CORP 0.2%
Value ($000) $627 Shares 42,940 Est. Cost $19.32 Unrealized
STRAYER EDUCATION 0.2%
Value ($000) $623 Shares 7,737 Est. Cost $48.68 Unrealized
S R C ENERGY INC 0.2%
Value ($000) $622 Shares 73,706 Est. Cost $8.44 Unrealized
ACH OWENS &MINOR INC HLD 0.2%
Value ($000) $600 Shares 17,351 Est. Cost $29.07 Unrealized +11.4%
FRANCESCAS HOLDINGS 0.2%
Value ($000) $585 Shares 38,101 Est. Cost $16.50 Unrealized
ECHO GLOBAL LOGISTIC 0.2%
Value ($000) $585 Shares 27,387 Est. Cost $26.68 Unrealized
WINDSTREAM HLDGS INC COM 0.2%
Value ($000) $582 Shares 106,730 Est. Cost $6.33 Unrealized
HOUSTON WIRE & CABLE 0.2%
Value ($000) $564 Shares 83,526 Est. Cost $6.91 Unrealized
IRIX IRIDEX CORP 0.2%
Value ($000) $558 Shares 47,035 Est. Cost $10.76 Unrealized +30.6%
NEXTERA ENERGY INC 0.1%
Value ($000) $462 Shares 3,599 Est. Cost $97.57 Unrealized
NORTHERN OIL AND GAS 0.1%
Value ($000) $438 Shares 168,444 Est. Cost $4.43 Unrealized
INOVALON HOLDINGS, INC. 0.1%
Value ($000) $426 Shares 33,813 Est. Cost $12.60 Unrealized
CCBG CAPITAL CITY BANK GP 0.1%
Value ($000) $420 Shares 19,653 Est. Cost $16.93 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $420 Shares 8,160 Est. Cost $8.34 Unrealized +19.2%
GBX GREENBRIER COMPANIES INC 0.1%
Value ($000) $403 Shares 9,348 Est. Cost $34.13 Unrealized 0.0%
SO SOUTHERN COMPANY 0.1%
Value ($000) $401 Shares 8,053 Est. Cost $29.57 Unrealized +15.5%
CAT CATERPILLAR INC 0.1%
Value ($000) $390 Shares 4,200 Est. Cost $73.34 Unrealized +5.9%
PRGS PROGRESS SOFTWARE CO 0.1%
Value ($000) $389 Shares 13,387 Est. Cost $25.92 Unrealized +12.1%
EXACT SCIENCES CORP 0.1%
Value ($000) $383 Shares 16,200 Est. Cost $15.44 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $379 Shares 427 Est. Cost $31.97 Unrealized +30.3%
DUKE ENERGY CORP 0.1%
Value ($000) $369 Shares 4,497 Est. Cost $72.22 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.1%
Value ($000) $339 Shares 2,034 Est. Cost $144.37 Unrealized +15.9%
VERA BRADLEY INC 0.1%
Value ($000) $336 Shares 36,064 Est. Cost $13.65 Unrealized
ARALEZ PHARMA INC F 0.1%
Value ($000) $328 Shares 153,102 Est. Cost $3.68 Unrealized
TESARO INC 0.1%
Value ($000) $308 Shares 2,000 Est. Cost $37.00 Unrealized
A T & T INC 0.1%
Value ($000) $302 Shares 7,280 Est. Cost $41.48 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $299 Shares 12,253 Est. Cost $12.62 Unrealized +44.7%
W E C ENERGY GROUP I 0.1%
Value ($000) $278 Shares 4,582 Est. Cost $51.94 Unrealized
MGE ENERGY INC 0.1%
Value ($000) $275 Shares 4,226 Est. Cost $47.34 Unrealized
VERIZON COMMUNICATN 0.1%
Value ($000) $245 Shares 5,021 Est. Cost $45.46 Unrealized
3M COMPANY 0.1%
Value ($000) $236 Shares 1,232 Est. Cost $168.02 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $211 Shares 2,403 Est. Cost $80.30 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $201 Shares 3,705 Est. Cost $38.91 Unrealized +2.6%
ALTRIA GROUP INC 0.1%
Value ($000) $198 Shares 2,771 Est. Cost $60.39 Unrealized
MERCK & CO INC 0.1%
Value ($000) $197 Shares 3,100 Est. Cost $57.08 Unrealized
DIS WALT DISNEY CO 0.1%
Value ($000) $191 Shares 1,687 Est. Cost $91.94 Unrealized +12.0%
AAPL APPLE INC 0.1%
Value ($000) $189 Shares 1,315 Est. Cost $25.20 Unrealized +20.8%
GENERAL ELECTRIC CO 0.1%
Value ($000) $189 Shares 6,359 Est. Cost $28.59 Unrealized
IBM IBM CORP 0.1%
Value ($000) $188 Shares 1,077 Est. Cost $100.83 Unrealized +13.4%
NATIONAL RESEARCH CLASS B 0.1%
Value ($000) $187 Shares 4,756 Est. Cost $32.13 Unrealized
HSIC SCHEIN HENRY INC 0.1%
Value ($000) $184 Shares 1,085 Est. Cost $49.75 Unrealized +30.6%
ACUITY BRANDS INC 0.1%
Value ($000) $184 Shares 900 Est. Cost $140.23 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $173 Shares 1,319 Est. Cost $114.50 Unrealized
DOMINION RES INC VA 0.0%
Value ($000) $165 Shares 2,129 Est. Cost $70.57 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $161 Shares 2,000 Est. Cost $50.83 Unrealized +8.7%
MCD MC DONALDS CORP 0.0%
Value ($000) $160 Shares 1,233 Est. Cost $77.65 Unrealized +31.0%
ECL ECOLAB INC 0.0%
Value ($000) $148 Shares 1,180 Est. Cost $106.59 Unrealized +4.2%
MTD METTLER TOLEDO INTL F 0.0%
Value ($000) $144 Shares 300 Est. Cost $274.88 Unrealized +66.3%
RPM RPM INTERNATIONAL 0.0%
Value ($000) $144 Shares 2,609 Est. Cost $46.53 Unrealized +14.6%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $141 Shares 1,313 Est. Cost $70.98 Unrealized +8.1%
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $139 Shares 847 Est. Cost $116.38 Unrealized +9.3%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $138 Shares 1,415 Est. Cost $36.78 Unrealized +11.2%
PEP PEPSICO INCORPORATED 0.0%
Value ($000) $137 Shares 1,226 Est. Cost $71.03 Unrealized +15.3%
DNP SELECT INCOME CF 0.0%
Value ($000) $137 Shares 12,722 Est. Cost $9.30 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $121 Shares 2,004 Est. Cost $64.57 Unrealized -9.0%
TRANSOCEAN INC NEW F 0.0%
Value ($000) $120 Shares 9,655 Est. Cost $18.33 Unrealized
COMCAST CORPORATION CLASS A 0.0%
Value ($000) $118 Shares 3,144 Est. Cost $47.73 Unrealized
KEYERA CORP COM 0.0%
Value ($000) $118 Shares 3,028 Est. Cost $27.41 Unrealized
BROOKFIELD INFRA PTN LP 0.0%
Value ($000) $116 Shares 3,000 Est. Cost $39.22 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $112 Shares 132 Est. Cost $776.93 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $106 Shares 1,326 Est. Cost $67.12 Unrealized
ABBVIE INC 0.0%
Value ($000) $103 Shares 1,581 Est. Cost $64.99 Unrealized
MARATHON PETE CORP 0.0%
Value ($000) $101 Shares 2,000 Est. Cost $50.30 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $94 Shares 500 Est. Cost $107.02 Unrealized +42.1%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $93 Shares 1,246 Est. Cost $45.59 Unrealized +15.8%
FACEBOOK INC CLASS A 0.0%
Value ($000) $93 Shares 657 Est. Cost $120.60 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $87 Shares 541 Est. Cost $101.13 Unrealized +31.1%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $86 Shares 3,100 Est. Cost $36.17 Unrealized
PII POLARIS INDUSTRIES 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $86.74 Unrealized -0.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $83 Shares 1,400 Est. Cost $35.24 Unrealized +26.6%
UNITI GROUP INC 0.0%
Value ($000) $69 Shares 2,655 Est. Cost $25.99 Unrealized
BP BP PLC F SPONSORED ADR 1 ADR REPS 6 ORD SHS 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $38.09 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $67 Shares 1,573 Est. Cost $30.29 Unrealized +4.0%
O REILLY AUTOMOTIVE 0.0%
Value ($000) $62 Shares 230 Est. Cost $278.26 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $59 Shares 1,482 Est. Cost $24.65 Unrealized +18.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $57 Shares 1,348 Est. Cost $34.87 Unrealized +16.9%
GGG GRACO INCORPORATED 0.0%
Value ($000) $56 Shares 600 Est. Cost $22.08 Unrealized +22.0%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $56 Shares 500 Est. Cost $60.82 Unrealized +7.8%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $56 Shares 832 Est. Cost $40.11 Unrealized +18.1%
MONSTER BEVERAGE COR 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $77.78 Unrealized
FISV FISERV INC 0.0%
Value ($000) $55 Shares 479 Est. Cost $34.23 Unrealized +64.0%
DE DEERE & CO 0.0%
Value ($000) $54 Shares 500 Est. Cost $70.62 Unrealized +33.6%
PRINCIPAL FINANCIAL 0.0%
Value ($000) $52 Shares 829 Est. Cost $51.88 Unrealized
LEUCADIA NATIONAL CO 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $22.33 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $50 Shares 1,469 Est. Cost $20.01 Unrealized +7.0%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $50 Shares 674 Est. Cost $24.96 Unrealized +19.9%
URI UNITED RENTALS INC 0.0%
Value ($000) $50 Shares 400 Est. Cost $74.22 Unrealized +58.7%
EVERSOURCE ENERGY 0.0%
Value ($000) $49 Shares 829 Est. Cost $50.66 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $48 Shares 824 Est. Cost $44.46 Unrealized +5.2%
EVERCORE PARTNERS CLASS A 0.0%
Value ($000) $47 Shares 600 Est. Cost $53.33 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $47 Shares 1,700 Est. Cost $16.23 Unrealized +24.3%
ALPHABET INC. CLASS C 0.0%
Value ($000) $46 Shares 56 Est. Cost $722.26 Unrealized
MONSANTO CO 0.0%
Value ($000) $45 Shares 400 Est. Cost $120.00 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $42 Shares 800 Est. Cost $67.28 Unrealized
ED CONSOLIDATED EDISON 0.0%
Value ($000) $39 Shares 500 Est. Cost $43.05 Unrealized +27.0%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $38 Shares 308 Est. Cost $93.11 Unrealized +13.2%
CR BARD INCORPORATE 0.0%
Value ($000) $37 Shares 150 Est. Cost $165.58 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $37 Shares 226 Est. Cost $125.98 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $36 Shares 500 Est. Cost $40.71 Unrealized +23.0%
AFL AFLAC INC 0.0%
Value ($000) $36 Shares 500 Est. Cost $24.53 Unrealized +17.5%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $35 Shares 900 Est. Cost $38.89 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $34 Shares 272 Est. Cost $84.19 Unrealized +9.2%
WFC WELLS FARGO BK N A 0.0%
Value ($000) $33 Shares 600 Est. Cost $39.80 Unrealized +11.5%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $33 Shares 771 Est. Cost $35.58 Unrealized +0.8%
MARATHON OIL CORP 0.0%
Value ($000) $32 Shares 2,000 Est. Cost $19.00 Unrealized
PATTERSON COMPANIES 0.0%
Value ($000) $32 Shares 700 Est. Cost $48.57 Unrealized
BEMIS CO INC 0.0%
Value ($000) $31 Shares 625 Est. Cost $47.29 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $31 Shares 5,210 Est. Cost $5.37 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $30 Shares 113 Est. Cost $195.92 Unrealized +5.5%
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $30 Shares 400 Est. Cost $92.50 Unrealized
VERTEX PHARMACEUTICA 0.0%
Value ($000) $30 Shares 273 Est. Cost $115.38 Unrealized
VECTREN CORP 0.0%
Value ($000) $29 Shares 500 Est. Cost $46.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $29 Shares 336 Est. Cost $57.85 Unrealized +44.6%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $28 Shares 210 Est. Cost $70.08 Unrealized +49.2%
HSY HERSHEY COMPANY 0.0%
Value ($000) $28 Shares 252 Est. Cost $74.66 Unrealized +16.3%
KNOWLES CORPORATION 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $23.33 Unrealized
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $28 Shares 6,150 Est. Cost $4.26 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $27 Shares 652 Est. Cost $24.73 Unrealized 0.0%
VENTAS INC REIT 0.0%
Value ($000) $25 Shares 392 Est. Cost $64.71 Unrealized
HANCOCK JOHN PATRIOT PREM 0.0%
Value ($000) $25 Shares 1,592 Est. Cost $15.08 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $25 Shares 128 Est. Cost $175.44 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $23 Shares 211 Est. Cost $53.93 Unrealized +33.0%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $22 Shares 300 Est. Cost $63.33 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $22 Shares 868 Est. Cost $13.56 Unrealized +42.5%
CMI CUMMINS INC 0.0%
Value ($000) $21 Shares 140 Est. Cost $98.51 Unrealized +19.0%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 248 Est. Cost $49.15 Unrealized +16.5%
EOG RESOURCES INC 0.0%
Value ($000) $20 Shares 200 Est. Cost $99.00 Unrealized
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $19 Shares 260 Est. Cost $56.87 Unrealized 0.0%
ADOBE SYSTEMS INC 0.0%
Value ($000) $19 Shares 145 Est. Cost $72.73 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $25.56 Unrealized +222.1%
HD HOME DEPOT INC 0.0%
Value ($000) $19 Shares 126 Est. Cost $104.45 Unrealized +9.5%
NKE NIKE INC CLASS B 0.0%
Value ($000) $19 Shares 342 Est. Cost $50.28 Unrealized -2.0%
UNITED TECHNOLOGIES 0.0%
Value ($000) $19 Shares 168 Est. Cost $115.63 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $18 Shares 230 Est. Cost $88.53 Unrealized -13.2%
NFG NATIONAL FUEL GAS CO 0.0%
Value ($000) $16 Shares 266 Est. Cost $69.02 Unrealized -14.7%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $16 Shares 680 Est. Cost $15.68 Unrealized +23.6%
DCI DONALDSON COMPANY 0.0%
Value ($000) $16 Shares 362 Est. Cost $32.99 Unrealized +13.9%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $16 Shares 172 Est. Cost $57.51 Unrealized +4.2%
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $16 Shares 100 Est. Cost $138.59 Unrealized +10.6%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $49.04 Unrealized +32.6%
WELBILT INC 0.0%
Value ($000) $16 Shares 800 Est. Cost $20.00 Unrealized
SALESFORCE COM 0.0%
Value ($000) $15 Shares 178 Est. Cost $67.42 Unrealized
TMO THERMO FISHER SCNTFC 0.0%
Value ($000) $15 Shares 100 Est. Cost $149.18 Unrealized 0.0%
COSTCO WHOLESALE CO 0.0%
Value ($000) $15 Shares 90 Est. Cost $155.56 Unrealized
WASTE MANAGEMENT INC 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.00 Unrealized
FREEPORT MCMORAN INC 0.0%
Value ($000) $15 Shares 1,100 Est. Cost $13.64 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $14 Shares 125 Est. Cost $85.81 Unrealized +14.0%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $14 Shares 165 Est. Cost $67.79 Unrealized 0.0%
MDU M D U RESOURCES GRP 0.0%
Value ($000) $14 Shares 523 Est. Cost $6.84 Unrealized +17.4%
CENTURYLINK INC 0.0%
Value ($000) $14 Shares 589 Est. Cost $39.05 Unrealized
TOTAL S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $13 Shares 250 Est. Cost $48.00 Unrealized
CERNER CORP 0.0%
Value ($000) $12 Shares 202 Est. Cost $70.00 Unrealized
INTERCONTINENTAL EXC 0.0%
Value ($000) $12 Shares 200 Est. Cost $99.00 Unrealized
JOHNSON CTLS INTL F 0.0%
Value ($000) $12 Shares 286 Est. Cost $45.45 Unrealized
METLIFE INC 0.0%
Value ($000) $11 Shares 217 Est. Cost $53.15 Unrealized
GOLDMAN SACHS GROUP 0.0%
Value ($000) $11 Shares 46 Est. Cost $239.13 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $11 Shares 48 Est. Cost $200.65 Unrealized +2.6%
MASTERCARD INC CLASS A 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
AMAT APPLIED MATERIALS 0.0%
Value ($000) $11 Shares 293 Est. Cost $27.48 Unrealized +18.4%
TARGET CORPORATION 0.0%
Value ($000) $11 Shares 200 Est. Cost $76.43 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $10 Shares 66 Est. Cost $136.36 Unrealized
THE GABELLI MULTIMEDIA TRUST INC 0.0%
Value ($000) $10 Shares 1,297 Est. Cost $7.71 Unrealized
PPL CORPORATION 0.0%
Value ($000) $10 Shares 280 Est. Cost $35.71 Unrealized
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $10 Shares 845 Est. Cost $8.84 Unrealized +24.0%
TEVA TEVA PHARM INDS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $10 Shares 312 Est. Cost $44.87 Unrealized
DISCOVER FINANCIAL S 0.0%
Value ($000) $10 Shares 147 Est. Cost $74.83 Unrealized
AETNA INC 0.0%
Value ($000) $9 Shares 69 Est. Cost $130.43 Unrealized
LEA LEAR CORPORATION 0.0%
Value ($000) $9 Shares 65 Est. Cost $105.58 Unrealized +13.1%
CARDINAL HEALTH INC 0.0%
Value ($000) $9 Shares 111 Est. Cost $81.08 Unrealized
GLW CORNING INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $20.97 Unrealized 0.0%
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $8 Shares 224 Est. Cost $26.10 Unrealized +13.7%
NISOURCE INC HOLDING 0.0%
Value ($000) $8 Shares 325 Est. Cost $43.08 Unrealized
BROADCOM LTD F 0.0%
Value ($000) $7 Shares 32 Est. Cost $187.50 Unrealized
BLACKSTONE GROUP LP LP 0.0%
Value ($000) $7 Shares 225 Est. Cost $26.67 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $21.40 Unrealized -7.6%
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $7 Shares 73 Est. Cost $82.19 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $7 Shares 133 Est. Cost $30.67 Unrealized +11.4%
ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
ORACLE CORPORATION 0.0%
Value ($000) $6 Shares 138 Est. Cost $46.00 Unrealized
INGERSOLL RAND PLC F 0.0%
Value ($000) $6 Shares 72 Est. Cost $69.44 Unrealized
MANITOWOC COMPANY 0.0%
Value ($000) $5 Shares 800 Est. Cost $22.50 Unrealized
AMDOCS LIMITED F 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.63 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $4 Shares 34 Est. Cost $77.93 Unrealized +46.9%
HP INC. 0.0%
Value ($000) $4 Shares 216 Est. Cost $13.89 Unrealized
MALLINCKRODT PUB F 0.0%
Value ($000) $4 Shares 100 Est. Cost $70.00 Unrealized
SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $31.95 Unrealized
ENERGEN CORP 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $61.05 Unrealized -0.7%
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
SPECTRIS PLC ORDF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $3 Shares 20 Est. Cost $69.48 Unrealized +42.5%
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
ADIENT PLC F 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 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 -5.4%
R M R GROUP INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SEAHAWK DRILLING INC XXX ESCROW FOR POSSIBLE FUTURE DISTRIBUTIONS 0.0%
Value ($000) $0 Shares 4 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
MIRANT CORPORATION XXX ESCROW PENDING POSSIBLE FUTURE DISTRIBUTION 0.0%
Value ($000) $0 Shares 79 Est. Cost Unrealized