ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 5, 2018

Total Value ($000): $367,515 (100.0% shares, 0.0% debt)

Holdings (301)

MSFT MICROSOFT CORP 2.5%
Value ($000) $9,359 Shares 109,410 Est. Cost $39.82 Unrealized +89.0%
BAX BAXTER INTL INC 2.2%
Value ($000) $8,235 Shares 127,395 Est. Cost $32.37 Unrealized +72.3%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $8,047 Shares 57,594 Est. Cost $77.41 Unrealized +43.4%
EMR EMERSON ELEC CO 2.2%
Value ($000) $8,026 Shares 115,166 Est. Cost $45.28 Unrealized +17.7%
INTC INTEL CORP 2.2%
Value ($000) $7,902 Shares 171,194 Est. Cost $26.62 Unrealized +37.3%
ROCKWELL COLLINS 2.1%
Value ($000) $7,899 Shares 58,247 Est. Cost $92.76 Unrealized
ABT ABBOTT LABS COM 2.1%
Value ($000) $7,825 Shares 137,117 Est. Cost $36.45 Unrealized +32.0%
FMC F M C CORP NEW 2.1%
Value ($000) $7,823 Shares 82,641 Est. Cost $33.31 Unrealized +96.1%
ADP AUTO DATA PROCESSING 2.1%
Value ($000) $7,806 Shares 66,612 Est. Cost $63.60 Unrealized +51.2%
QCOM QUALCOMM INC 2.1%
Value ($000) $7,797 Shares 121,793 Est. Cost $45.24 Unrealized +8.3%
KEYS KEYSIGHT TECHNOLOGIES INC 2.1%
Value ($000) $7,770 Shares 186,772 Est. Cost $25.09 Unrealized +72.2%
SYY SYSCO CORP 2.1%
Value ($000) $7,735 Shares 127,367 Est. Cost $28.87 Unrealized +58.7%
ROK ROCKWELL AUTOMATION INC 2.1%
Value ($000) $7,706 Shares 39,248 Est. Cost $87.90 Unrealized +86.5%
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $7,695 Shares 35,949 Est. Cost $107.98 Unrealized +71.7%
IQV IQVIA HOLDINGS INC 2.1%
Value ($000) $7,668 Shares 78,323 Est. Cost $101.80 Unrealized 0.0%
PNC PNC FINL SERVICES GP INC 2.0%
Value ($000) $7,495 Shares 51,942 Est. Cost $61.47 Unrealized +70.2%
ACN ACCENTURE PLC CL A F 2.0%
Value ($000) $7,442 Shares 48,610 Est. Cost $69.37 Unrealized +85.3%
PYPL PAYPAL HOLDINGS INC COM 2.0%
Value ($000) $7,427 Shares 100,878 Est. Cost $36.04 Unrealized +100.2%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $7,381 Shares 192,710 Est. Cost $18.36 Unrealized +52.3%
UPS UNITED PARCEL SVC INC 2.0%
Value ($000) $7,258 Shares 60,912 Est. Cost $78.16 Unrealized +10.4%
ALSN ALLISON TRANSMISSION HLDGS INC 1.9%
Value ($000) $7,165 Shares 166,364 Est. Cost $32.54 Unrealized +10.1%
EXPRESS SCRIPTS HOLDINGS 1.9%
Value ($000) $7,127 Shares 95,489 Est. Cost $80.93 Unrealized
BK BANK OF NY MELLON CP NEW 1.9%
Value ($000) $7,021 Shares 130,349 Est. Cost $31.93 Unrealized +33.6%
VARIAN MEDICAL SYSTEMS 1.9%
Value ($000) $6,929 Shares 62,343 Est. Cost $86.51 Unrealized
HRL HORMEL FOODS CORP 1.9%
Value ($000) $6,874 Shares 188,885 Est. Cost $27.65 Unrealized -1.3%
CONTINENTAL RESOURCE 1.9%
Value ($000) $6,860 Shares 129,501 Est. Cost $34.04 Unrealized
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.8%
Value ($000) $6,782 Shares 76,121 Est. Cost $54.82 Unrealized +22.8%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $6,675 Shares 79,810 Est. Cost $57.33 Unrealized -0.4%
CBSH COMMERCE BANCSHARES INC MISSOURI 1.8%
Value ($000) $6,593 Shares 118,061 Est. Cost $25.63 Unrealized +44.1%
MDT MEDTRONIC PLC 1.7%
Value ($000) $6,426 Shares 79,584 Est. Cost $58.90 Unrealized +10.3%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $6,423 Shares 95,313 Est. Cost $65.74 Unrealized -22.1%
GWW GRAINGER W W INC 1.7%
Value ($000) $6,261 Shares 26,502 Est. Cost $199.95 Unrealized -7.7%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $6,056 Shares 50,192 Est. Cost $78.48 Unrealized +11.6%
BALL BALL CORPORATION 1.6%
Value ($000) $5,908 Shares 156,082 Est. Cost $33.16 Unrealized +11.9%
KSS KOHLS CORP 1.6%
Value ($000) $5,719 Shares 105,465 Est. Cost $54.25 Unrealized -15.2%
LNC LINCOLN NATIONAL CORP 1.5%
Value ($000) $5,567 Shares 72,421 Est. Cost $35.31 Unrealized +52.3%
WU WESTERN UNION CO 1.5%
Value ($000) $5,548 Shares 291,844 Est. Cost $18.05 Unrealized
EBAY EBAY INC 1.5%
Value ($000) $5,501 Shares 145,757 Est. Cost $21.20 Unrealized +55.8%
CELGENE CORP 1.5%
Value ($000) $5,442 Shares 52,149 Est. Cost $111.59 Unrealized
FLS FLOWSERVE CORP 1.4%
Value ($000) $5,071 Shares 120,366 Est. Cost $38.51 Unrealized -8.3%
HANESBRANDS INC. 1.2%
Value ($000) $4,416 Shares 211,177 Est. Cost $23.81 Unrealized
OII OCEANEERING INTL INC 1.1%
Value ($000) $4,114 Shares 194,619 Est. Cost $27.25 Unrealized -22.0%
BED BATH BEYOND INC 1.0%
Value ($000) $3,675 Shares 167,117 Est. Cost $21.99 Unrealized
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $2,915 Shares 87,777 Est. Cost $33.21 Unrealized
SUN HYDRAULICS INC 0.4%
Value ($000) $1,422 Shares 21,976 Est. Cost $37.76 Unrealized
TCX TUCOWS INC 0.4%
Value ($000) $1,340 Shares 19,129 Est. Cost $28.11 Unrealized +116.1%
TNC TENNANT COMPANY 0.4%
Value ($000) $1,321 Shares 18,182 Est. Cost $52.76 Unrealized +13.4%
KMG CHEMICALS INC 0.4%
Value ($000) $1,302 Shares 19,701 Est. Cost $20.50 Unrealized
VAREX IMAGING CORPOR 0.4%
Value ($000) $1,292 Shares 32,171 Est. Cost $33.66 Unrealized
CHASE CORP 0.3%
Value ($000) $1,181 Shares 9,801 Est. Cost $59.07 Unrealized
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,173 Shares 29,330 Est. Cost $22.53 Unrealized +59.0%
GMED GLOBUS MEDICAL, INC. 0.3%
Value ($000) $1,155 Shares 28,106 Est. Cost $24.54 Unrealized +42.6%
NRC NATIONAL RESEARCH CLASS A 0.3%
Value ($000) $1,139 Shares 30,523 Est. Cost $14.66 Unrealized +142.1%
EXPONENT INC 0.3%
Value ($000) $1,127 Shares 15,852 Est. Cost $58.49 Unrealized
FOX FACTORY HOLDING 0.3%
Value ($000) $1,121 Shares 28,861 Est. Cost $15.81 Unrealized
LIVANOVA PLC F 0.3%
Value ($000) $1,110 Shares 13,889 Est. Cost $49.49 Unrealized
IT GARTNER INC 0.3%
Value ($000) $1,104 Shares 8,961 Est. Cost $82.66 Unrealized +46.9%
TILE INTERFACE INC 0.3%
Value ($000) $1,099 Shares 43,712 Est. Cost $16.97 Unrealized +38.1%
PG PROCTER & GAMBLE 0.3%
Value ($000) $1,082 Shares 11,781 Est. Cost $65.04 Unrealized +11.7%
ECHO GLOBAL LOGISTIC 0.3%
Value ($000) $1,044 Shares 37,279 Est. Cost $24.79 Unrealized
COLLECTORS UNIVERSE 0.3%
Value ($000) $1,032 Shares 36,036 Est. Cost $16.71 Unrealized
SUPN SUPERNUS PHARMACEUTICALS, INC. 0.3%
Value ($000) $1,011 Shares 25,375 Est. Cost $26.80 Unrealized +47.5%
INOVALON HOLDINGS, INC. 0.3%
Value ($000) $993 Shares 66,231 Est. Cost $14.83 Unrealized
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $986 Shares 9,502 Est. Cost $71.30 Unrealized +52.5%
TETRA TECH INC 0.3%
Value ($000) $985 Shares 20,458 Est. Cost $29.82 Unrealized
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $977 Shares 18,322 Est. Cost $34.78 Unrealized +13.1%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $956 Shares 19,332 Est. Cost $33.80 Unrealized
MICROSEMI CORPORATN 0.3%
Value ($000) $946 Shares 18,318 Est. Cost $28.66 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $942 Shares 6,877 Est. Cost $107.03 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $932 Shares 13,350 Est. Cost $29.38 Unrealized +91.3%
PLXS PLEXUS CORP 0.3%
Value ($000) $926 Shares 15,255 Est. Cost $39.29 Unrealized +54.3%
INSTEEL INDUSTRIES 0.3%
Value ($000) $920 Shares 32,472 Est. Cost $28.34 Unrealized
NIC INC. 0.2%
Value ($000) $918 Shares 55,295 Est. Cost $16.85 Unrealized
NVEC N V E CORPORATION 0.2%
Value ($000) $918 Shares 10,680 Est. Cost $67.20 Unrealized +25.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $918 Shares 6,842 Est. Cost $88.53 Unrealized +13.8%
CCBG CAPITAL CITY BANK GP 0.2%
Value ($000) $907 Shares 39,540 Est. Cost $16.78 Unrealized +20.4%
UTMD UTAH MEDICAL PRODUCT 0.2%
Value ($000) $893 Shares 10,969 Est. Cost $59.35 Unrealized +31.5%
ANIK ANIKA THERAPEUTICS 0.2%
Value ($000) $885 Shares 16,410 Est. Cost $38.45 Unrealized +44.0%
AMERISAFE INC 0.2%
Value ($000) $881 Shares 14,298 Est. Cost $61.16 Unrealized
RPX CORPORATION 0.2%
Value ($000) $868 Shares 64,610 Est. Cost $9.52 Unrealized
SYKES ENTERPRISES 0.2%
Value ($000) $843 Shares 26,813 Est. Cost $23.89 Unrealized
CULP CULP INC 0.2%
Value ($000) $826 Shares 24,646 Est. Cost $19.53 Unrealized +41.0%
ZIX CORPORATION 0.2%
Value ($000) $819 Shares 186,991 Est. Cost $4.59 Unrealized
SYNA SYNAPTICS INCORPORATED 0.2%
Value ($000) $800 Shares 20,034 Est. Cost $44.99 Unrealized -15.0%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $799 Shares 11,111 Est. Cost $55.96 Unrealized +31.3%
RLI R L I CORP 0.2%
Value ($000) $782 Shares 12,888 Est. Cost $16.67 Unrealized +34.0%
J2 GLOBAL INC 0.2%
Value ($000) $769 Shares 10,253 Est. Cost $63.54 Unrealized
BIOSPECIFICS TECH CO 0.2%
Value ($000) $754 Shares 17,406 Est. Cost $40.25 Unrealized
IBERIABANK CORP 0.2%
Value ($000) $742 Shares 9,568 Est. Cost $64.92 Unrealized
DORM DORMAN PRODUCTS INC 0.2%
Value ($000) $739 Shares 12,085 Est. Cost $48.70 Unrealized +39.2%
ACTUANT CORP CLASS A 0.2%
Value ($000) $728 Shares 28,778 Est. Cost $24.71 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $719 Shares 14,273 Est. Cost $51.63 Unrealized
EXACT SCIENCES CORP 0.2%
Value ($000) $714 Shares 13,585 Est. Cost $15.44 Unrealized
WALGREENS BOOTS ALLI 0.2%
Value ($000) $703 Shares 9,687 Est. Cost $80.03 Unrealized
USB U S BANCORP 0.2%
Value ($000) $700 Shares 13,058 Est. Cost $29.12 Unrealized +34.1%
S R C ENERGY INC 0.2%
Value ($000) $699 Shares 81,899 Est. Cost $8.37 Unrealized
PETS PETMED EXPRESS INC 0.2%
Value ($000) $687 Shares 15,105 Est. Cost $13.76 Unrealized +186.4%
MTW MANITOWOC COMPANY 0.2%
Value ($000) $680 Shares 17,293 Est. Cost $38.67 Unrealized 0.0%
HOUSTON WIRE & CABLE 0.2%
Value ($000) $647 Shares 89,893 Est. Cost $6.86 Unrealized
G P STRATEGIES CORP 0.2%
Value ($000) $639 Shares 27,557 Est. Cost $27.29 Unrealized
MA COM TECH SOLUTN 0.2%
Value ($000) $625 Shares 19,210 Est. Cost $43.12 Unrealized
PLCE CHILDREN'S PLACE, INC. 0.2%
Value ($000) $615 Shares 4,234 Est. Cost $121.77 Unrealized 0.0%
IRIX IRIDEX CORP 0.2%
Value ($000) $613 Shares 80,408 Est. Cost $10.28 Unrealized -16.8%
NORTHERN OIL AND GAS 0.2%
Value ($000) $562 Shares 274,262 Est. Cost $3.22 Unrealized
NEXTERA ENERGY INC 0.2%
Value ($000) $554 Shares 3,549 Est. Cost $97.57 Unrealized
AMN AMN HEALTHCARE SERVICES, INC. 0.1%
Value ($000) $530 Shares 10,756 Est. Cost $45.58 Unrealized 0.0%
PGT INNOVATIONS, INC 0.1%
Value ($000) $521 Shares 30,919 Est. Cost $16.85 Unrealized
BA BOEING CO 0.1%
Value ($000) $514 Shares 1,744 Est. Cost $110.66 Unrealized +132.6%
AMZN AMAZON COM INC 0.1%
Value ($000) $485 Shares 415 Est. Cost $31.97 Unrealized +72.1%
VERA BRADLEY INC 0.1%
Value ($000) $478 Shares 39,207 Est. Cost $13.29 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $446 Shares 8,160 Est. Cost $8.34 Unrealized +20.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $408 Shares 2,586 Est. Cost $73.34 Unrealized +58.6%
DUKE ENERGY CORP 0.1%
Value ($000) $366 Shares 4,347 Est. Cost $72.22 Unrealized
SO SOUTHERN COMPANY 0.1%
Value ($000) $360 Shares 7,487 Est. Cost $29.57 Unrealized +23.3%
ACH OWENS &MINOR INC HLD 0.1%
Value ($000) $356 Shares 18,877 Est. Cost $28.64 Unrealized -28.0%
FRANCESCAS HOLDINGS 0.1%
Value ($000) $319 Shares 43,606 Est. Cost $15.41 Unrealized
W E C ENERGY GROUP I 0.1%
Value ($000) $291 Shares 4,382 Est. Cost $51.94 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $273 Shares 10,753 Est. Cost $12.62 Unrealized +46.3%
MGE ENERGY INC 0.1%
Value ($000) $267 Shares 4,226 Est. Cost $47.34 Unrealized
NATIONAL RESEARCH CLASS B 0.1%
Value ($000) $263 Shares 4,698 Est. Cost $32.13 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $263 Shares 2,462 Est. Cost $80.67 Unrealized
3M COMPANY 0.1%
Value ($000) $243 Shares 1,032 Est. Cost $168.02 Unrealized
ARALEZ PHARMA INC F 0.1%
Value ($000) $234 Shares 164,575 Est. Cost $3.58 Unrealized
A T & T INC 0.1%
Value ($000) $225 Shares 5,780 Est. Cost $41.46 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $215 Shares 3,505 Est. Cost $38.91 Unrealized +19.4%
DOV DOVER CORPORATION 0.1%
Value ($000) $202 Shares 2,000 Est. Cost $50.83 Unrealized +34.0%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $192 Shares 1,290 Est. Cost $114.50 Unrealized
WINDSTREAM HLDGS INC COM 0.0%
Value ($000) $180 Shares 97,277 Est. Cost $6.33 Unrealized
MERCK & CO INC 0.0%
Value ($000) $174 Shares 3,100 Est. Cost $57.08 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $169 Shares 983 Est. Cost $77.65 Unrealized +78.6%
ALTRIA GROUP INC 0.0%
Value ($000) $166 Shares 2,322 Est. Cost $60.39 Unrealized
TESARO INC 0.0%
Value ($000) $166 Shares 2,000 Est. Cost $37.00 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $164 Shares 968 Est. Cost $25.20 Unrealized +55.1%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $164 Shares 1,313 Est. Cost $70.98 Unrealized +17.7%
IBM IBM CORP 0.0%
Value ($000) $164 Shares 1,072 Est. Cost $100.83 Unrealized +1.3%
ABBVIE INC 0.0%
Value ($000) $160 Shares 1,652 Est. Cost $66.02 Unrealized
ACUITY BRANDS INC 0.0%
Value ($000) $158 Shares 900 Est. Cost $140.23 Unrealized
AMGN AMGEN INCORPORATED 0.0%
Value ($000) $153 Shares 879 Est. Cost $117.15 Unrealized +18.0%
DOMINION RESOURCES I 0.0%
Value ($000) $148 Shares 1,822 Est. Cost $70.57 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $148 Shares 1,105 Est. Cost $106.59 Unrealized +14.3%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $144 Shares 1,415 Est. Cost $36.78 Unrealized +16.0%
VERIZON COMMUNICATN 0.0%
Value ($000) $137 Shares 2,596 Est. Cost $45.46 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $137 Shares 12,722 Est. Cost $9.30 Unrealized
RPM RPM INTERNATIONAL 0.0%
Value ($000) $137 Shares 2,609 Est. Cost $46.53 Unrealized +12.4%
BROOKFIELD INFRA PTN LP 0.0%
Value ($000) $134 Shares 3,000 Est. Cost $39.22 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $130 Shares 123 Est. Cost $776.93 Unrealized
COMCAST CORPORATION CLASS A 0.0%
Value ($000) $126 Shares 3,144 Est. Cost $47.73 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $125 Shares 1,326 Est. Cost $67.12 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $125 Shares 1,162 Est. Cost $91.94 Unrealized +5.8%
PII POLARIS INDUSTRIES 0.0%
Value ($000) $124 Shares 1,000 Est. Cost $86.74 Unrealized +36.8%
FACEBOOK INC CLASS A 0.0%
Value ($000) $121 Shares 687 Est. Cost $122.78 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $118 Shares 1,690 Est. Cost $58.99 Unrealized -1.7%
TRANSOCEAN INC NEW F 0.0%
Value ($000) $103 Shares 9,655 Est. Cost $18.33 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $102 Shares 2,004 Est. Cost $64.57 Unrealized -24.7%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $102 Shares 500 Est. Cost $107.02 Unrealized +59.2%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $100 Shares 1,246 Est. Cost $45.59 Unrealized +22.8%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $92 Shares 1,400 Est. Cost $47.48 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $85 Shares 4,886 Est. Cost $28.59 Unrealized
KEYUF KEYERA CORP 0.0%
Value ($000) $85 Shares 3,028 Est. Cost $18.65 Unrealized -3.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $83 Shares 1,400 Est. Cost $35.55 Unrealized +14.0%
DE DEERE & CO 0.0%
Value ($000) $73 Shares 465 Est. Cost $70.62 Unrealized +75.2%
FISV FISERV INC 0.0%
Value ($000) $63 Shares 479 Est. Cost $34.23 Unrealized +88.6%
MONSTER BEVERAGE COR 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $77.78 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $60 Shares 350 Est. Cost $74.22 Unrealized +98.6%
HOLX HOLOGIC INC 0.0%
Value ($000) $58 Shares 1,348 Est. Cost $34.87 Unrealized +14.4%
KO COCA COLA COMPANY 0.0%
Value ($000) $57 Shares 1,250 Est. Cost $30.29 Unrealized +17.6%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $56 Shares 755 Est. Cost $40.11 Unrealized +39.8%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $56 Shares 253 Est. Cost $133.63 Unrealized
O REILLY AUTOMOTIVE 0.0%
Value ($000) $55 Shares 230 Est. Cost $278.26 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $53 Shares 800 Est. Cost $67.28 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $53 Shares 1,469 Est. Cost $20.01 Unrealized +18.9%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $53 Shares 500 Est. Cost $60.82 Unrealized +14.4%
LEUCADIA NATIONAL CO 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $22.33 Unrealized
EVERSOURCE ENERGY 0.0%
Value ($000) $52 Shares 829 Est. Cost $50.66 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $49 Shares 552 Est. Cost $24.96 Unrealized +55.9%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $48 Shares 1,700 Est. Cost $16.23 Unrealized +40.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $47 Shares 824 Est. Cost $44.46 Unrealized +6.6%
UNITI GROUP INC 0.0%
Value ($000) $47 Shares 2,655 Est. Cost $25.99 Unrealized
EVERCORE INC CLASS A 0.0%
Value ($000) $45 Shares 500 Est. Cost $53.33 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $44 Shares 630 Est. Cost $65.91 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $44 Shares 500 Est. Cost $24.53 Unrealized +43.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $42 Shares 272 Est. Cost $84.19 Unrealized +34.7%
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $42 Shares 500 Est. Cost $43.05 Unrealized +48.9%
EPD ENTERPRISE PRODUCTS LP 0.0%
Value ($000) $42 Shares 1,600 Est. Cost $36.17 Unrealized
VERTEX PHARMACEUTICA 0.0%
Value ($000) $41 Shares 273 Est. Cost $115.38 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $40 Shares 950 Est. Cost $24.65 Unrealized +37.1%
ALPHABET INC. CLASS C 0.0%
Value ($000) $40 Shares 38 Est. Cost $722.26 Unrealized
ZIMMER BIOMET HLDGS 0.0%
Value ($000) $37 Shares 308 Est. Cost $120.13 Unrealized
WFC WELLS FARGO BK N A 0.0%
Value ($000) $36 Shares 600 Est. Cost $39.80 Unrealized +13.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $36 Shares 113 Est. Cost $195.92 Unrealized +29.4%
ADSK AUTODESK INC 0.0%
Value ($000) $35 Shares 336 Est. Cost $57.85 Unrealized +101.5%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $35 Shares 365 Est. Cost $66.69 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $35 Shares 210 Est. Cost $70.08 Unrealized +86.7%
SCRIPPS NTWK INTEXXX CASH ELECTION EXP: 01/31/2018 0.0%
Value ($000) $32 Shares 375 Est. Cost $85.33 Unrealized
FEDEX CORPORATION 0.0%
Value ($000) $32 Shares 128 Est. Cost $175.44 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $32 Shares 5,210 Est. Cost $5.37 Unrealized
BEMIS CO INC 0.0%
Value ($000) $30 Shares 625 Est. Cost $47.29 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $30 Shares 160 Est. Cost $108.85 Unrealized +30.1%
HSY HERSHEY COMPANY 0.0%
Value ($000) $29 Shares 252 Est. Cost $74.66 Unrealized +21.4%
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $28 Shares 6,150 Est. Cost $4.26 Unrealized
HANCOCK JOHN PATRIOT PREM 0.0%
Value ($000) $27 Shares 1,592 Est. Cost $15.08 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $25 Shares 652 Est. Cost $24.73 Unrealized -5.8%
PSX PHILLIPS 66 0.0%
Value ($000) $25 Shares 248 Est. Cost $49.15 Unrealized +41.0%
MARATHON OIL CORP 0.0%
Value ($000) $24 Shares 1,400 Est. Cost $19.00 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $23 Shares 130 Est. Cost $98.51 Unrealized +40.3%
ADOBE SYSTEMS INC 0.0%
Value ($000) $22 Shares 125 Est. Cost $72.73 Unrealized
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $21 Shares 100 Est. Cost $138.59 Unrealized +36.0%
UNITED TECHNOLOGIES 0.0%
Value ($000) $21 Shares 168 Est. Cost $115.63 Unrealized
KELLOGG COMPANY 0.0%
Value ($000) $20 Shares 300 Est. Cost $40.71 Unrealized +9.8%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $20 Shares 260 Est. Cost $56.87 Unrealized +6.0%
C CITIGROUP INC 0.0%
Value ($000) $19 Shares 250 Est. Cost $51.91 Unrealized +8.8%
WELBILT INC 0.0%
Value ($000) $19 Shares 800 Est. Cost $20.00 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $49.04 Unrealized +45.3%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $18 Shares 125 Est. Cost $85.81 Unrealized +32.8%
PATTERSON COMPANIES 0.0%
Value ($000) $18 Shares 500 Est. Cost $48.57 Unrealized
IDEXX LABS INC 0.0%
Value ($000) $18 Shares 115 Est. Cost $156.52 Unrealized
COSTCO WHOLESALE CO 0.0%
Value ($000) $17 Shares 90 Est. Cost $155.56 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $17 Shares 148 Est. Cost $58.65 Unrealized +29.9%
VO VANGUARD MID CAP ETF 0.0%
Value ($000) $17 Shares 108 Est. Cost $157.41 Unrealized
DCI DONALDSON COMPANY 0.0%
Value ($000) $16 Shares 332 Est. Cost $32.99 Unrealized +26.8%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $16 Shares 145 Est. Cost $88.53 Unrealized +10.4%
NOC NORTHROP GRUMMAN CO 0.0%
Value ($000) $15 Shares 48 Est. Cost $200.65 Unrealized +31.1%
MASTERCARD INC CLASS A 0.0%
Value ($000) $15 Shares 100 Est. Cost $100.00 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $15 Shares 346 Est. Cost $35.58 Unrealized -3.1%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $15 Shares 293 Est. Cost $27.48 Unrealized +79.8%
INTERCONTINENTAL EXC 0.0%
Value ($000) $14 Shares 200 Est. Cost $99.00 Unrealized
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $14 Shares 845 Est. Cost $8.84 Unrealized +76.5%
TOTAL S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $14 Shares 250 Est. Cost $48.00 Unrealized
MASI MASIMO CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $25.56 Unrealized +239.4%
BROADCOM LTD F 0.0%
Value ($000) $13 Shares 52 Est. Cost $211.54 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $12 Shares 66 Est. Cost $136.36 Unrealized
THE GABELLI MULTIMEDIA TRUST INC 0.0%
Value ($000) $12 Shares 1,297 Est. Cost $7.71 Unrealized
JOHNSON CTLS INTL F 0.0%
Value ($000) $11 Shares 286 Est. Cost $45.45 Unrealized
FIRST TRUST ISE WATER INDEX ETF 0.0%
Value ($000) $11 Shares 231 Est. Cost $47.62 Unrealized
LEA LEAR CORPORATION 0.0%
Value ($000) $11 Shares 65 Est. Cost $105.58 Unrealized +41.3%
ACCELERATE DIAGNOSTC 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
WMT WAL-MART STORES INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $21.40 Unrealized +25.3%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $10 Shares 59 Est. Cost $99.23 Unrealized +31.9%
PPL CORPORATION 0.0%
Value ($000) $9 Shares 280 Est. Cost $35.71 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $9 Shares 115 Est. Cost $57.51 Unrealized -7.2%
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $8 Shares 73 Est. Cost $82.19 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $8 Shares 133 Est. Cost $30.67 Unrealized +22.6%
D R HORTON CO 0.0%
Value ($000) $8 Shares 158 Est. Cost $37.97 Unrealized
NISOURCE INCORPORATE 0.0%
Value ($000) $8 Shares 325 Est. Cost $43.08 Unrealized
SPDR MSCI ACWI EX-US ETF 0.0%
Value ($000) $8 Shares 194 Est. Cost $33.68 Unrealized
OC OWENS CORNING INC 0.0%
Value ($000) $7 Shares 73 Est. Cost $69.95 Unrealized +20.4%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $7 Shares 34 Est. Cost $101.13 Unrealized +62.5%
BLACKSTONE GROUP LP LP 0.0%
Value ($000) $7 Shares 225 Est. Cost $26.67 Unrealized
ISHARES CORE MSCI TOTL INTL STCK ETF 0.0%
Value ($000) $7 Shares 115 Est. Cost $52.17 Unrealized
CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 111 Est. Cost $81.08 Unrealized
VALERO ENERGY CORP 0.0%
Value ($000) $7 Shares 72 Est. Cost $83.33 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $7 Shares 221 Est. Cost $19.96 Unrealized +14.1%
METLIFE INC 0.0%
Value ($000) $7 Shares 135 Est. Cost $53.15 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $6 Shares 31 Est. Cost $193.55 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $6 Shares 118 Est. Cost $36.26 Unrealized +9.6%
AKEBIA THERAPEUTICS 0.0%
Value ($000) $6 Shares 411 Est. Cost $19.46 Unrealized
VMWARE INC CLASS A 0.0%
Value ($000) $6 Shares 48 Est. Cost $104.17 Unrealized
CDW CORP 0.0%
Value ($000) $6 Shares 81 Est. Cost $61.73 Unrealized
BROADRIDGE FINL SOLU 0.0%
Value ($000) $6 Shares 68 Est. Cost $73.53 Unrealized
INGERSOLL RAND PLC F 0.0%
Value ($000) $6 Shares 72 Est. Cost $69.44 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $6 Shares 38 Est. Cost $130.78 Unrealized +6.7%
PRINCIPAL FINANCIAL 0.0%
Value ($000) $6 Shares 79 Est. Cost $51.88 Unrealized
COHERENT INC 0.0%
Value ($000) $6 Shares 23 Est. Cost $217.39 Unrealized
TEVA TEVA PHARM INDS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $6 Shares 312 Est. Cost $44.87 Unrealized
TOCAGEN INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.00 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $5 Shares 51 Est. Cost $75.63 Unrealized -7.0%
NKE NIKE INC CLASS B 0.0%
Value ($000) $5 Shares 76 Est. Cost $50.28 Unrealized +3.0%
CERNER CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $70.00 Unrealized
CHUBB LTD F 0.0%
Value ($000) $5 Shares 37 Est. Cost $135.14 Unrealized
ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $5 Shares 69 Est. Cost $69.94 Unrealized
ORACLE CORPORATION 0.0%
Value ($000) $5 Shares 113 Est. Cost $46.00 Unrealized
AMDOCS LIMITED F 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.63 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value ($000) $5 Shares 40 Est. Cost $81.06 Unrealized +15.4%
EXELON CORPORATION 0.0%
Value ($000) $4 Shares 112 Est. Cost $35.71 Unrealized
BERRY GLOBAL GROUP 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $3 Shares 87 Est. Cost $13.56 Unrealized +58.5%
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
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.47 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
SGMO SANGAMO THERAPEUTICS 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.88 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $2 Shares 16 Est. Cost $125.00 Unrealized
ADIENT PLC F 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
IJJ ISHARES S&P MID CAP 400 VALUE ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
HYG ISHARES IBOXX HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
IGOV ISHARES INTERNATIONAL TRSRY BND ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BRIGHTHOUSE FINANCIA 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
IJK ISHARES S&P MID CAP 400 GRWTH ETF 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
ISHARES CORE MSCI EMERGING ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 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
R M R GROUP INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
IYR ISHARES US REAL ESTATE ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
IJT ISHARES S&P SMLL CAP 600 GRTH ETF IV 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
IJS ISHARES S&P SMALL CAP 600 ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
MIRANT CORPORATION XXX ESCROW PENDING POSSIBLE FUTURE DISTRIBUTION 0.0%
Value ($000) $0 Shares 79 Est. Cost Unrealized