ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 2, 2017

Total Value ($000): $356,192 (100.0% shares, 0.0% debt)

Holdings (308)

MSFT MICROSOFT CORP 2.5%
Value ($000) $8,787 Shares 117,961 Est. Cost $39.82 Unrealized +67.5%
BAX BAXTER INTL INC 2.3%
Value ($000) $8,297 Shares 132,229 Est. Cost $32.37 Unrealized +65.4%
FMC F M C CORP NEW 2.3%
Value ($000) $8,059 Shares 90,237 Est. Cost $33.31 Unrealized +74.9%
KEYS KEYSIGHT TECHNOLOGIES INC 2.2%
Value ($000) $7,998 Shares 191,990 Est. Cost $25.09 Unrealized +63.2%
ROCKWELL COLLINS 2.2%
Value ($000) $7,678 Shares 58,738 Est. Cost $92.76 Unrealized
QUINTILES IMS HOLDINGS, INC 2.1%
Value ($000) $7,610 Shares 80,049 Est. Cost $65.32 Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value ($000) $7,571 Shares 58,236 Est. Cost $77.41 Unrealized +35.6%
ABT ABBOTT LABS COM 2.1%
Value ($000) $7,445 Shares 139,520 Est. Cost $36.45 Unrealized +19.0%
ADP AUTO DATA PROCESSING 2.1%
Value ($000) $7,397 Shares 67,662 Est. Cost $63.60 Unrealized +40.9%
CELGENE CORP 2.1%
Value ($000) $7,339 Shares 50,328 Est. Cost $111.85 Unrealized
EMR EMERSON ELEC CO 2.0%
Value ($000) $7,264 Shares 115,588 Est. Cost $45.28 Unrealized +8.7%
BDX BECTON DICKINSON & CO 2.0%
Value ($000) $7,257 Shares 37,035 Est. Cost $107.98 Unrealized +58.4%
PNC PNC FINL SERVICES GP INC 2.0%
Value ($000) $7,218 Shares 53,556 Est. Cost $61.47 Unrealized +57.2%
ROK ROCKWELL AUTOMATION INC 2.0%
Value ($000) $7,216 Shares 40,491 Est. Cost $87.90 Unrealized +62.1%
BK BANK OF NY MELLON CP NEW 2.0%
Value ($000) $6,984 Shares 131,722 Est. Cost $31.93 Unrealized +31.0%
KMB KIMBERLY CLARK CORP 2.0%
Value ($000) $6,978 Shares 59,300 Est. Cost $78.48 Unrealized +15.9%
SYY SYSCO CORP 1.9%
Value ($000) $6,908 Shares 128,042 Est. Cost $28.87 Unrealized +44.9%
PYPL PAYPAL HOLDINGS INC COM 1.9%
Value ($000) $6,883 Shares 107,491 Est. Cost $36.04 Unrealized +65.8%
ACN ACCENTURE PLC CL A F 1.9%
Value ($000) $6,749 Shares 49,964 Est. Cost $69.37 Unrealized +65.3%
INTC INTEL CORP 1.9%
Value ($000) $6,736 Shares 176,894 Est. Cost $26.62 Unrealized +11.2%
UPS UNITED PARCEL SVC INC 1.9%
Value ($000) $6,670 Shares 55,545 Est. Cost $77.37 Unrealized +7.1%
CSCO CISCO SYSTEMS INC 1.9%
Value ($000) $6,623 Shares 196,929 Est. Cost $18.36 Unrealized +34.6%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $6,534 Shares 79,702 Est. Cost $57.33 Unrealized -5.2%
CBSH COMMERCE BANCSHARES INC MISSOU 1.8%
Value ($000) $6,504 Shares 112,576 Est. Cost $25.08 Unrealized +45.3%
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $6,472 Shares 92,773 Est. Cost $66.14 Unrealized -21.6%
BALL BALL CORPORATION 1.8%
Value ($000) $6,382 Shares 154,524 Est. Cost $33.12 Unrealized +12.9%
HANESBRANDS INC. 1.8%
Value ($000) $6,373 Shares 258,653 Est. Cost $23.81 Unrealized
QCOM QUALCOMM INC 1.8%
Value ($000) $6,331 Shares 122,134 Est. Cost $45.24 Unrealized -6.5%
VARIAN MEDICAL SYSTEMS 1.8%
Value ($000) $6,288 Shares 62,839 Est. Cost $86.51 Unrealized
ALSN ALLISON TRANSMISSION HLDGS INC 1.7%
Value ($000) $6,225 Shares 165,872 Est. Cost $32.54 Unrealized -2.0%
MDT MEDTRONIC PLC 1.7%
Value ($000) $6,154 Shares 79,136 Est. Cost $58.90 Unrealized +13.7%
EXPRESS SCRIPTS HOLDINGS 1.7%
Value ($000) $6,105 Shares 96,414 Est. Cost $80.93 Unrealized
HRL HORMEL FOODS CORP 1.7%
Value ($000) $6,036 Shares 187,797 Est. Cost $27.65 Unrealized -4.5%
SCRIPPS NTWK INTERAC CLASS A 1.7%
Value ($000) $5,909 Shares 68,795 Est. Cost $67.70 Unrealized
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.6%
Value ($000) $5,842 Shares 76,772 Est. Cost $54.82 Unrealized +3.8%
EBAY EBAY INC 1.6%
Value ($000) $5,582 Shares 145,148 Est. Cost $21.20 Unrealized +52.6%
OII OCEANEERING INTL INC 1.6%
Value ($000) $5,564 Shares 211,802 Est. Cost $27.25 Unrealized -11.2%
WU WESTERN UNION CO 1.6%
Value ($000) $5,562 Shares 289,692 Est. Cost $18.05 Unrealized
LNC LINCOLN NATIONAL CORP 1.5%
Value ($000) $5,347 Shares 72,772 Est. Cost $35.31 Unrealized +41.5%
CONTINENTAL RESOURCE 1.4%
Value ($000) $5,079 Shares 131,541 Est. Cost $34.04 Unrealized
FLS FLOWSERVE CORP 1.4%
Value ($000) $5,060 Shares 118,798 Est. Cost $38.56 Unrealized -8.3%
KSS KOHLS CORP 1.4%
Value ($000) $4,815 Shares 105,480 Est. Cost $54.25 Unrealized -24.4%
GWW GRAINGER W W INC 1.3%
Value ($000) $4,610 Shares 25,648 Est. Cost $200.46 Unrealized -25.4%
SPDR RUSSELL 3000 ETF 0.8%
Value ($000) $2,722 Shares 14,488 Est. Cost $153.85 Unrealized
FOX FACTORY HOLDING 0.4%
Value ($000) $1,267 Shares 29,408 Est. Cost $15.81 Unrealized
SUN HYDRAULICS INC 0.3%
Value ($000) $1,212 Shares 22,445 Est. Cost $37.76 Unrealized
MANITOWOC COMPANY 0.3%
Value ($000) $1,207 Shares 134,119 Est. Cost $6.11 Unrealized
TNC TENNANT COMPANY 0.3%
Value ($000) $1,192 Shares 18,010 Est. Cost $52.76 Unrealized +13.5%
EXPONENT INC 0.3%
Value ($000) $1,181 Shares 15,979 Est. Cost $58.49 Unrealized
NRC NATIONAL RESEARCH CLASS A 0.3%
Value ($000) $1,164 Shares 30,871 Est. Cost $14.66 Unrealized +114.2%
TCX TUCOWS INC 0.3%
Value ($000) $1,147 Shares 19,586 Est. Cost $28.11 Unrealized +93.2%
CALGON CARBON CORP 0.3%
Value ($000) $1,144 Shares 53,442 Est. Cost $18.58 Unrealized
INOVALON HOLDINGS, INC. 0.3%
Value ($000) $1,136 Shares 66,632 Est. Cost $14.83 Unrealized
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,130 Shares 29,828 Est. Cost $22.53 Unrealized +26.7%
KMG CHEMICALS INC 0.3%
Value ($000) $1,125 Shares 20,506 Est. Cost $20.50 Unrealized
CHASE CORP 0.3%
Value ($000) $1,124 Shares 10,086 Est. Cost $59.07 Unrealized
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,124 Shares 33,221 Est. Cost $33.66 Unrealized
IT GARTNER INC 0.3%
Value ($000) $1,121 Shares 9,007 Est. Cost $82.66 Unrealized +49.5%
PG PROCTER & GAMBLE 0.3%
Value ($000) $1,110 Shares 12,201 Est. Cost $65.04 Unrealized +12.3%
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $1,038 Shares 9,558 Est. Cost $71.30 Unrealized +43.9%
SUPN SUPERNUS PHARMACEUTICALS, INC. 0.3%
Value ($000) $1,018 Shares 25,462 Est. Cost $26.80 Unrealized +61.5%
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $994 Shares 13,319 Est. Cost $29.38 Unrealized +84.3%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $986 Shares 19,404 Est. Cost $33.80 Unrealized
LIVANOVA PLC F 0.3%
Value ($000) $978 Shares 13,960 Est. Cost $49.49 Unrealized
TILE INTERFACE INC 0.3%
Value ($000) $970 Shares 44,288 Est. Cost $16.97 Unrealized +14.8%
TETRA TECH INC 0.3%
Value ($000) $954 Shares 20,493 Est. Cost $29.82 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $951 Shares 39,624 Est. Cost $16.78 Unrealized +4.3%
PLANET PAYMENT, INC 0.3%
Value ($000) $950 Shares 221,408 Est. Cost $3.98 Unrealized
ANIK ANIKA THERAPEUTICS 0.3%
Value ($000) $947 Shares 16,321 Est. Cost $38.45 Unrealized +36.0%
MICROSEMI CORPORATN 0.3%
Value ($000) $941 Shares 18,287 Est. Cost $28.66 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $939 Shares 6,898 Est. Cost $107.03 Unrealized
GBX GREENBRIER COMPANIES INC 0.2%
Value ($000) $883 Shares 18,335 Est. Cost $34.78 Unrealized -0.3%
COLLECTORS UNIVERSE 0.2%
Value ($000) $874 Shares 36,457 Est. Cost $16.71 Unrealized
RPX CORPORATION 0.2%
Value ($000) $867 Shares 65,294 Est. Cost $9.52 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $863 Shares 7,442 Est. Cost $88.53 Unrealized +0.7%
PLXS PLEXUS CORP 0.2%
Value ($000) $854 Shares 15,236 Est. Cost $39.29 Unrealized +34.0%
DORM DORMAN PRODUCTS INC 0.2%
Value ($000) $851 Shares 11,883 Est. Cost $48.37 Unrealized +48.6%
GMED GLOBUS MEDICAL, INC. 0.2%
Value ($000) $848 Shares 28,542 Est. Cost $24.54 Unrealized +24.4%
INSTEEL INDUSTRIES 0.2%
Value ($000) $844 Shares 32,310 Est. Cost $28.34 Unrealized
NVEC N V E CORPORATION 0.2%
Value ($000) $841 Shares 10,648 Est. Cost $67.20 Unrealized +13.5%
G P STRATEGIES CORP 0.2%
Value ($000) $832 Shares 26,980 Est. Cost $27.38 Unrealized
AMERISAFE INC 0.2%
Value ($000) $830 Shares 14,263 Est. Cost $61.16 Unrealized
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $815 Shares 10,944 Est. Cost $55.69 Unrealized +25.7%
MA COM TECH SOLUTN 0.2%
Value ($000) $806 Shares 18,060 Est. Cost $43.80 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.2%
Value ($000) $801 Shares 10,895 Est. Cost $59.35 Unrealized +21.2%
CULP CULP INC 0.2%
Value ($000) $793 Shares 24,228 Est. Cost $19.39 Unrealized +36.1%
S R C ENERGY INC 0.2%
Value ($000) $779 Shares 80,511 Est. Cost $8.37 Unrealized
BIOSPECIFICS TECH CO 0.2%
Value ($000) $779 Shares 16,753 Est. Cost $40.13 Unrealized
SYKES ENTERPRISES 0.2%
Value ($000) $775 Shares 26,568 Est. Cost $23.89 Unrealized
SYNA SYNAPTICS INCORPORATED 0.2%
Value ($000) $772 Shares 19,716 Est. Cost $45.10 Unrealized 0.0%
IBERIABANK CORP 0.2%
Value ($000) $771 Shares 9,385 Est. Cost $64.68 Unrealized
EXACT SCIENCES CORP 0.2%
Value ($000) $756 Shares 16,050 Est. Cost $15.44 Unrealized
WALGREENS BOOTS ALLI 0.2%
Value ($000) $748 Shares 9,687 Est. Cost $80.03 Unrealized
J2 GLOBAL INC 0.2%
Value ($000) $745 Shares 10,084 Est. Cost $63.35 Unrealized
RLI R L I CORP 0.2%
Value ($000) $726 Shares 12,664 Est. Cost $16.57 Unrealized +24.5%
ACTUANT CORP CLASS A 0.2%
Value ($000) $724 Shares 28,289 Est. Cost $24.70 Unrealized
ECHO GLOBAL LOGISTIC 0.2%
Value ($000) $710 Shares 37,687 Est. Cost $24.79 Unrealized
IRIX IRIDEX CORP 0.2%
Value ($000) $708 Shares 75,514 Est. Cost $10.39 Unrealized -12.5%
USB U S BANCORP 0.2%
Value ($000) $700 Shares 13,058 Est. Cost $29.12 Unrealized +29.6%
PLANTRONICS INC 0.2%
Value ($000) $618 Shares 13,983 Est. Cost $51.66 Unrealized
PAREXEL INTL CORP 0.2%
Value ($000) $601 Shares 6,827 Est. Cost $56.18 Unrealized
ACH OWENS &MINOR INC HLD 0.1%
Value ($000) $527 Shares 18,061 Est. Cost $29.01 Unrealized -6.2%
NEXTERA ENERGY INC 0.1%
Value ($000) $527 Shares 3,599 Est. Cost $97.57 Unrealized
PETS PETMED EXPRESS INC 0.1%
Value ($000) $501 Shares 15,105 Est. Cost $13.76 Unrealized +195.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $486 Shares 3,900 Est. Cost $73.34 Unrealized +30.9%
HOUSTON WIRE & CABLE 0.1%
Value ($000) $459 Shares 87,422 Est. Cost $6.85 Unrealized
BA BOEING CO 0.1%
Value ($000) $443 Shares 1,744 Est. Cost $110.66 Unrealized +99.2%
NIC INC. 0.1%
Value ($000) $428 Shares 24,965 Est. Cost $17.14 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $399 Shares 415 Est. Cost $31.97 Unrealized +53.6%
ZIX CORPORATION 0.1%
Value ($000) $378 Shares 77,219 Est. Cost $4.90 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $378 Shares 7,687 Est. Cost $29.57 Unrealized +16.0%
DUKE ENERGY CORP 0.1%
Value ($000) $377 Shares 4,497 Est. Cost $72.22 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $372 Shares 8,160 Est. Cost $8.34 Unrealized +4.0%
ARALEZ PHARMA INC F 0.1%
Value ($000) $368 Shares 160,491 Est. Cost $3.63 Unrealized
VERA BRADLEY INC 0.1%
Value ($000) $344 Shares 39,056 Est. Cost $13.29 Unrealized
FRANCESCAS HOLDINGS 0.1%
Value ($000) $303 Shares 41,130 Est. Cost $15.89 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $290 Shares 11,953 Est. Cost $12.62 Unrealized +35.5%
W E C ENERGY GROUP I 0.1%
Value ($000) $288 Shares 4,582 Est. Cost $51.94 Unrealized
MGE ENERGY INC 0.1%
Value ($000) $273 Shares 4,226 Est. Cost $47.34 Unrealized
A T & T INC 0.1%
Value ($000) $269 Shares 6,855 Est. Cost $41.46 Unrealized
TESARO INC 0.1%
Value ($000) $258 Shares 2,000 Est. Cost $37.00 Unrealized
NATIONAL RESEARCH CLASS B 0.1%
Value ($000) $254 Shares 4,698 Est. Cost $32.13 Unrealized
NORTHERN OIL AND GAS 0.1%
Value ($000) $251 Shares 278,877 Est. Cost $3.22 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $235 Shares 2,462 Est. Cost $80.67 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $223 Shares 3,505 Est. Cost $38.91 Unrealized +10.8%
3M COMPANY 0.1%
Value ($000) $217 Shares 1,032 Est. Cost $168.02 Unrealized
MERCK & CO INC 0.1%
Value ($000) $198 Shares 3,100 Est. Cost $57.08 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $185 Shares 1,319 Est. Cost $114.50 Unrealized
DOV DOVER CORPORATION 0.1%
Value ($000) $183 Shares 2,000 Est. Cost $50.83 Unrealized +19.7%
MCD MC DONALDS CORP 0.0%
Value ($000) $178 Shares 1,133 Est. Cost $77.65 Unrealized +65.7%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $173 Shares 2,112 Est. Cost $58.99 Unrealized +15.7%
WINDSTREAM HLDGS INC COM 0.0%
Value ($000) $172 Shares 97,403 Est. Cost $6.33 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $170 Shares 1,101 Est. Cost $25.20 Unrealized +43.5%
DOMINION ENERGY INC 0.0%
Value ($000) $164 Shares 2,129 Est. Cost $70.57 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $164 Shares 879 Est. Cost $117.15 Unrealized +17.4%
IBM IBM CORP 0.0%
Value ($000) $156 Shares 1,072 Est. Cost $100.83 Unrealized -3.9%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $154 Shares 1,313 Est. Cost $70.98 Unrealized +7.4%
ACUITY BRANDS INC 0.0%
Value ($000) $154 Shares 900 Est. Cost $140.23 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $147 Shares 2,322 Est. Cost $60.39 Unrealized
ABBVIE INC 0.0%
Value ($000) $147 Shares 1,652 Est. Cost $66.02 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $146 Shares 12,722 Est. Cost $9.30 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $145 Shares 1,125 Est. Cost $106.59 Unrealized +12.7%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $145 Shares 1,415 Est. Cost $36.78 Unrealized +11.7%
VERIZON COMMUNICATN 0.0%
Value ($000) $138 Shares 2,796 Est. Cost $45.46 Unrealized
RPM RPM INTERNATIONAL 0.0%
Value ($000) $134 Shares 2,609 Est. Cost $46.53 Unrealized +10.1%
BROOKFIELD INFRA PTN LP 0.0%
Value ($000) $129 Shares 3,000 Est. Cost $39.22 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $129 Shares 132 Est. Cost $776.93 Unrealized
MSTR MICROSTRATEGY INC CLASS A 0.0%
Value ($000) $126 Shares 986 Est. Cost $15.92 Unrealized -8.7%
FIDELITY NATL INFO 0.0%
Value ($000) $124 Shares 1,326 Est. Cost $67.12 Unrealized
COMCAST CORPORATION CLASS A 0.0%
Value ($000) $121 Shares 3,144 Est. Cost $47.73 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $118 Shares 4,886 Est. Cost $28.59 Unrealized
FACEBOOK INC CLASS A 0.0%
Value ($000) $117 Shares 687 Est. Cost $122.78 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $115 Shares 1,162 Est. Cost $91.94 Unrealized +5.4%
PII POLARIS INDUSTRIES 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $86.74 Unrealized +9.2%
TRANSOCEAN INC NEW F 0.0%
Value ($000) $104 Shares 9,655 Est. Cost $18.33 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $103 Shares 500 Est. Cost $107.02 Unrealized +55.5%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $97 Shares 2,004 Est. Cost $64.57 Unrealized -24.6%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $94 Shares 1,246 Est. Cost $45.59 Unrealized +16.4%
KEYUF KEYERA CORP ISIN# CA4932711001 0.0%
Value ($000) $93 Shares 3,028 Est. Cost $18.65 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $81 Shares 3,100 Est. Cost $36.17 Unrealized
MARATHON PETE CORP 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $50.30 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $77 Shares 1,483 Est. Cost $35.55 Unrealized +14.5%
DE DEERE & CO 0.0%
Value ($000) $63 Shares 498 Est. Cost $70.62 Unrealized +53.7%
FISV FISERV INC 0.0%
Value ($000) $62 Shares 479 Est. Cost $34.23 Unrealized +81.5%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $56 Shares 500 Est. Cost $60.82 Unrealized +23.7%
KO COCA COLA COMPANY 0.0%
Value ($000) $56 Shares 1,250 Est. Cost $30.29 Unrealized +15.3%
MONSTER BEVERAGE COR 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $77.78 Unrealized
HALYARD HEALTH INC 0.0%
Value ($000) $54 Shares 1,200 Est. Cost $45.00 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $53 Shares 755 Est. Cost $40.11 Unrealized +32.2%
PFE PFIZER INC 0.0%
Value ($000) $52 Shares 1,469 Est. Cost $20.01 Unrealized +11.2%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $51 Shares 572 Est. Cost $24.96 Unrealized +43.9%
EVERSOURCE ENERGY 0.0%
Value ($000) $50 Shares 829 Est. Cost $50.66 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $50 Shares 253 Est. Cost $133.63 Unrealized
O REILLY AUTOMOTIVE 0.0%
Value ($000) $50 Shares 230 Est. Cost $278.26 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $50 Shares 1,700 Est. Cost $16.23 Unrealized +37.5%
LEUCADIA NATIONAL CO 0.0%
Value ($000) $50 Shares 2,000 Est. Cost $22.33 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $49 Shares 1,348 Est. Cost $34.87 Unrealized +15.7%
URI UNITED RENTALS INC 0.0%
Value ($000) $49 Shares 350 Est. Cost $74.22 Unrealized +55.9%
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $48 Shares 800 Est. Cost $67.28 Unrealized
ALPHABET INC. CLASS C 0.0%
Value ($000) $45 Shares 47 Est. Cost $722.26 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $44 Shares 824 Est. Cost $44.46 Unrealized +3.9%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 630 Est. Cost $65.91 Unrealized
VERTEX PHARMACEUTICA 0.0%
Value ($000) $42 Shares 273 Est. Cost $115.38 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $41 Shares 500 Est. Cost $24.53 Unrealized +35.0%
EVERCORE INC CLASS A 0.0%
Value ($000) $40 Shares 500 Est. Cost $53.33 Unrealized
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $40 Shares 500 Est. Cost $43.05 Unrealized +42.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $39 Shares 272 Est. Cost $84.19 Unrealized +23.9%
UNITI GROUP INC 0.0%
Value ($000) $39 Shares 2,655 Est. Cost $25.99 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $39 Shares 950 Est. Cost $24.65 Unrealized +30.0%
ADSK AUTODESK INC 0.0%
Value ($000) $38 Shares 336 Est. Cost $57.85 Unrealized +90.7%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $36 Shares 308 Est. Cost $93.11 Unrealized +15.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $35 Shares 113 Est. Cost $195.92 Unrealized +21.8%
NOVARTIS AG F SPONSORED ADR 1 0.0%
Value ($000) $34 Shares 400 Est. Cost $92.50 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $34 Shares 5,210 Est. Cost $5.37 Unrealized
WFC WELLS FARGO BK N A 0.0%
Value ($000) $33 Shares 600 Est. Cost $39.80 Unrealized +5.9%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $31 Shares 210 Est. Cost $70.08 Unrealized +65.6%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $30 Shares 365 Est. Cost $66.69 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $29 Shares 128 Est. Cost $175.44 Unrealized
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $29 Shares 6,150 Est. Cost $4.26 Unrealized
BEMIS CO INC 0.0%
Value ($000) $28 Shares 625 Est. Cost $47.29 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $28 Shares 252 Est. Cost $74.66 Unrealized +16.8%
HANCOCK JOHN PATRIOT PREM 0.0%
Value ($000) $27 Shares 1,592 Est. Cost $15.08 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $27 Shares 652 Est. Cost $24.73 Unrealized -1.6%
HD HOME DEPOT INC 0.0%
Value ($000) $26 Shares 160 Est. Cost $108.85 Unrealized +15.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $24 Shares 868 Est. Cost $13.56 Unrealized +43.4%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $23 Shares 134 Est. Cost $101.13 Unrealized +42.9%
PSX PHILLIPS 66 0.0%
Value ($000) $23 Shares 248 Est. Cost $49.15 Unrealized +24.6%
CMI CUMMINS INC 0.0%
Value ($000) $22 Shares 130 Est. Cost $98.51 Unrealized +31.9%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $21 Shares 200 Est. Cost $58.65 Unrealized +22.9%
UNITED TECHNOLOGIES 0.0%
Value ($000) $20 Shares 168 Est. Cost $115.63 Unrealized
FLEXSHARES UPSTREAM NATURAL ID 0.0%
Value ($000) $20 Shares 630 Est. Cost $31.75 Unrealized
SPDR DOW JONES REIT ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $95.00 Unrealized
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $19 Shares 100 Est. Cost $138.59 Unrealized +24.7%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $19 Shares 260 Est. Cost $56.87 Unrealized +4.1%
KELLOGG COMPANY 0.0%
Value ($000) $19 Shares 300 Est. Cost $40.71 Unrealized +14.2%
PATTERSON COMPANIES 0.0%
Value ($000) $19 Shares 500 Est. Cost $48.57 Unrealized
ADOBE SYSTEMS INC 0.0%
Value ($000) $19 Shares 125 Est. Cost $72.73 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $19 Shares 1,400 Est. Cost $19.00 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.0%
Value ($000) $18 Shares 395 Est. Cost $45.57 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $51.91 Unrealized 0.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $18 Shares 342 Est. Cost $50.28 Unrealized +0.2%
WELBILT INC 0.0%
Value ($000) $18 Shares 800 Est. Cost $20.00 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $17 Shares 125 Est. Cost $85.81 Unrealized +19.7%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $17 Shares 195 Est. Cost $88.53 Unrealized -13.8%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $49.04 Unrealized +33.9%
COSTCO WHOLESALE CO 0.0%
Value ($000) $15 Shares 90 Est. Cost $155.56 Unrealized
DCI DONALDSON COMPANY 0.0%
Value ($000) $15 Shares 332 Est. Cost $32.99 Unrealized +22.7%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $15 Shares 293 Est. Cost $27.48 Unrealized +49.8%
SNAP INC CLASS A 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.00 Unrealized
SPDR DOW JONES INTER REAL ESTA 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.50 Unrealized
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $14 Shares 48 Est. Cost $200.65 Unrealized +17.1%
MASTERCARD INC CLASS A 0.0%
Value ($000) $14 Shares 100 Est. Cost $100.00 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $14 Shares 346 Est. Cost $35.58 Unrealized -2.5%
INTERCONTINENTAL EXC 0.0%
Value ($000) $14 Shares 200 Est. Cost $99.00 Unrealized
FLEXSHARES IBOXX 3 YR TIPS IDX 0.0%
Value ($000) $14 Shares 570 Est. Cost $24.56 Unrealized
CERNER CORP 0.0%
Value ($000) $14 Shares 202 Est. Cost $70.00 Unrealized
THE GABELLI MULTIMEDIA TRUST I 0.0%
Value ($000) $13 Shares 1,297 Est. Cost $7.71 Unrealized
TOTAL S A F SPONSORED ADR 1 AD 0.0%
Value ($000) $13 Shares 250 Est. Cost $48.00 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $25.56 Unrealized +246.0%
BROADCOM LTD F 0.0%
Value ($000) $13 Shares 52 Est. Cost $211.54 Unrealized
JOHNSON CTLS INTL F 0.0%
Value ($000) $12 Shares 286 Est. Cost $45.45 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $12 Shares 66 Est. Cost $136.36 Unrealized
PPL CORPORATION 0.0%
Value ($000) $11 Shares 280 Est. Cost $35.71 Unrealized
LEA LEAR CORPORATION 0.0%
Value ($000) $11 Shares 65 Est. Cost $105.58 Unrealized +21.5%
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $10 Shares 845 Est. Cost $8.84 Unrealized +31.0%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $9 Shares 59 Est. Cost $99.23 Unrealized +15.4%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $9 Shares 115 Est. Cost $57.51 Unrealized -1.9%
AKEBIA THERAPEUTICS 0.0%
Value ($000) $8 Shares 411 Est. Cost $19.46 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $21.40 Unrealized +7.0%
NISOURCE INC HOLDING 0.0%
Value ($000) $8 Shares 325 Est. Cost $43.08 Unrealized
BLACKSTONE GROUP LP LP 0.0%
Value ($000) $8 Shares 225 Est. Cost $26.67 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $8 Shares 133 Est. Cost $30.67 Unrealized +19.0%
METLIFE INC 0.0%
Value ($000) $7 Shares 135 Est. Cost $53.15 Unrealized
CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 111 Est. Cost $81.08 Unrealized
ISHARES CORE MSCI TOTL INTL ST 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.17 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $7 Shares 73 Est. Cost $82.19 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $6 Shares 31 Est. Cost $193.55 Unrealized
TOCAGEN INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
HAL HALLIBURTON CO HLDG 0.0%
Value ($000) $6 Shares 128 Est. Cost $35.43 Unrealized 0.0%
OC OWENS CORNING INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $69.95 Unrealized 0.0%
DLX DE LUXE CORP 0.0%
Value ($000) $6 Shares 77 Est. Cost $47.96 Unrealized 0.0%
D R HORTON CO 0.0%
Value ($000) $6 Shares 158 Est. Cost $37.97 Unrealized
INGERSOLL RAND PLC F 0.0%
Value ($000) $6 Shares 72 Est. Cost $69.44 Unrealized
VALERO ENERGY CORP 0.0%
Value ($000) $6 Shares 72 Est. Cost $83.33 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $6 Shares 221 Est. Cost $19.96 Unrealized 0.0%
SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $6 Shares 170 Est. Cost $32.61 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $6 Shares 118 Est. Cost $36.26 Unrealized 0.0%
CFG CITIZENS FINL GROUP 0.0%
Value ($000) $6 Shares 158 Est. Cost $24.93 Unrealized 0.0%
CHUBB LTD F 0.0%
Value ($000) $5 Shares 37 Est. Cost $135.14 Unrealized
PVH PVH CORP 0.0%
Value ($000) $5 Shares 41 Est. Cost $120.39 Unrealized 0.0%
HAS HASBRO INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $75.63 Unrealized 0.0%
DR PEPPER SNAPPLE GP 0.0%
Value ($000) $5 Shares 51 Est. Cost $98.04 Unrealized
ORACLE CORPORATION 0.0%
Value ($000) $5 Shares 113 Est. Cost $46.00 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $5 Shares 94 Est. Cost $32.05 Unrealized 0.0%
SYK STRYKER CORP 0.0%
Value ($000) $5 Shares 38 Est. Cost $130.78 Unrealized 0.0%
COHERENT INC 0.0%
Value ($000) $5 Shares 23 Est. Cost $217.39 Unrealized
CDW CORP 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.73 Unrealized
TEVA TEVA PHARM INDS LTD F SPONSORE 0.0%
Value ($000) $5 Shares 312 Est. Cost $44.87 Unrealized
BROADRIDGE FINL SOLU 0.0%
Value ($000) $5 Shares 68 Est. Cost $73.53 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $5 Shares 92 Est. Cost $42.28 Unrealized 0.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $5 Shares 185 Est. Cost $27.03 Unrealized
AMDOCS LIMITED F 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.63 Unrealized
VMWARE INC CLASS A 0.0%
Value ($000) $5 Shares 48 Est. Cost $104.17 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $5 Shares 70 Est. Cost $77.46 Unrealized 0.0%
PRINCIPAL FINANCIAL 0.0%
Value ($000) $5 Shares 79 Est. Cost $51.88 Unrealized
EXELON CORPORATION 0.0%
Value ($000) $4 Shares 112 Est. Cost $35.71 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $4 Shares 36 Est. Cost $121.92 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.0%
Value ($000) $4 Shares 40 Est. Cost $81.06 Unrealized 0.0%
QUEST DIAGNOSTIC INC 0.0%
Value ($000) $4 Shares 48 Est. Cost $83.33 Unrealized
MALLINCKRODT PUB F 0.0%
Value ($000) $4 Shares 100 Est. Cost $70.00 Unrealized
P G & E CORP 0.0%
Value ($000) $4 Shares 62 Est. Cost $64.52 Unrealized
NWL NEWELL BRANDS INC 0.0%
Value ($000) $4 Shares 97 Est. Cost $33.46 Unrealized 0.0%
BERRY GLOBAL GROUP 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
TMUS T-MOBILE US INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $60.59 Unrealized 0.0%
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
SPECTRIS PLC ORDF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 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
RR DONNELLEY & SONS 0.0%
Value ($000) $1 Shares 133 Est. Cost $7.52 Unrealized
BRIGHTHOUSE FINANCIA 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
L S C COMMUNICATIONS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
DONNELLEY FINANCIAL 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
MIRANT CORPORATION XXX ESCROW 0.0%
Value ($000) $0 Shares 79 Est. Cost Unrealized
COLORMAX TECHS NEW XXX REGISTR 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