ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 11, 2018

Total Value ($000): $370,161 (100.0% shares, 0.0% debt)

Holdings (267)

MSFT MICROSOFT CORP 2.5%
Value ($000) $9,300 Shares 101,893 Est. Cost $39.82 Unrealized +111.7%
KEYS KEYSIGHT TECHNOLOGIES INC 2.5%
Value ($000) $9,217 Shares 175,921 Est. Cost $25.09 Unrealized +90.4%
INTC INTEL CORP 2.3%
Value ($000) $8,485 Shares 162,926 Est. Cost $26.62 Unrealized +50.5%
BAX BAXTER INTL INC 2.2%
Value ($000) $8,025 Shares 123,387 Est. Cost $32.37 Unrealized +82.0%
CSCO CISCO SYSTEMS INC 2.1%
Value ($000) $7,958 Shares 185,553 Est. Cost $18.36 Unrealized +82.2%
ABT ABBOTT LABS COM 2.1%
Value ($000) $7,821 Shares 130,517 Est. Cost $36.45 Unrealized +44.2%
EMR EMERSON ELEC CO 2.1%
Value ($000) $7,766 Shares 113,701 Est. Cost $45.28 Unrealized +30.3%
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $7,612 Shares 35,129 Est. Cost $107.98 Unrealized +80.2%
SYY SYSCO CORP 2.0%
Value ($000) $7,578 Shares 126,384 Est. Cost $28.87 Unrealized +70.6%
IQV IQVIA HOLDINGS INC 2.0%
Value ($000) $7,558 Shares 77,031 Est. Cost $101.80 Unrealized -0.7%
PNC PNC FINL SERVICES GP INC 2.0%
Value ($000) $7,525 Shares 49,753 Est. Cost $61.47 Unrealized +92.3%
ADP AUTO DATA PROCESSING 2.0%
Value ($000) $7,483 Shares 65,944 Est. Cost $63.60 Unrealized +55.1%
VARIAN MEDICAL SYSTEMS 2.0%
Value ($000) $7,444 Shares 60,692 Est. Cost $86.51 Unrealized
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $7,410 Shares 57,824 Est. Cost $77.41 Unrealized +40.0%
CONTINENTAL RESOURCE 2.0%
Value ($000) $7,309 Shares 123,984 Est. Cost $34.04 Unrealized
ACN ACCENTURE PLC CL A F 2.0%
Value ($000) $7,270 Shares 47,364 Est. Cost $69.37 Unrealized +103.0%
GWW GRAINGER W W INC 1.9%
Value ($000) $7,157 Shares 25,355 Est. Cost $199.95 Unrealized +17.5%
PYPL PAYPAL HOLDINGS INC COM 1.9%
Value ($000) $7,074 Shares 93,237 Est. Cost $36.04 Unrealized +119.6%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.9%
Value ($000) $6,999 Shares 74,685 Est. Cost $54.82 Unrealized +39.5%
CBSH COMMERCE BANCSHARES INC MISSOURI 1.9%
Value ($000) $6,980 Shares 116,511 Est. Cost $25.63 Unrealized +49.4%
WM WASTE MGMT INC DEL 1.9%
Value ($000) $6,856 Shares 81,502 Est. Cost $74.90 Unrealized 0.0%
QCOM QUALCOMM INC 1.8%
Value ($000) $6,811 Shares 122,919 Est. Cost $45.24 Unrealized +14.7%
HRL HORMEL FOODS CORP 1.8%
Value ($000) $6,708 Shares 195,468 Est. Cost $27.65 Unrealized +0.1%
KSS KOHLS CORP 1.8%
Value ($000) $6,698 Shares 102,239 Est. Cost $54.25 Unrealized +17.0%
BK BANK OF NY MELLON CP NEW 1.8%
Value ($000) $6,674 Shares 129,525 Est. Cost $31.93 Unrealized +40.1%
ROK ROCKWELL AUTOMATION INC 1.8%
Value ($000) $6,673 Shares 38,308 Est. Cost $87.90 Unrealized +86.4%
A T & T INC 1.8%
Value ($000) $6,619 Shares 185,667 Est. Cost $35.83 Unrealized
EXPRESS SCRIPTS HOLDINGS 1.8%
Value ($000) $6,596 Shares 95,486 Est. Cost $80.93 Unrealized
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $6,567 Shares 101,372 Est. Cost $65.14 Unrealized -14.4%
ALSN ALLISON TRANSMISSION HLDGS INC 1.8%
Value ($000) $6,535 Shares 167,301 Est. Cost $32.54 Unrealized +12.5%
BED BATH BEYOND INC 1.8%
Value ($000) $6,521 Shares 310,694 Est. Cost $21.53 Unrealized
MDT MEDTRONIC PLC 1.7%
Value ($000) $6,470 Shares 80,655 Est. Cost $59.02 Unrealized +14.1%
UPS UNITED PARCEL SVC INC 1.7%
Value ($000) $6,381 Shares 60,968 Est. Cost $78.16 Unrealized +9.3%
BALL BALL CORPORATION 1.7%
Value ($000) $6,275 Shares 158,021 Est. Cost $33.20 Unrealized +7.9%
FMC F M C CORP NEW 1.7%
Value ($000) $6,159 Shares 80,436 Est. Cost $33.31 Unrealized +82.2%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $6,103 Shares 81,794 Est. Cost $57.30 Unrealized -2.7%
EBAY EBAY INC 1.6%
Value ($000) $5,782 Shares 143,688 Est. Cost $21.20 Unrealized +73.8%
WU WESTERN UNION CO 1.5%
Value ($000) $5,693 Shares 296,042 Est. Cost $18.07 Unrealized
KMB KIMBERLY CLARK CORP 1.5%
Value ($000) $5,652 Shares 51,318 Est. Cost $78.65 Unrealized +9.6%
FLS FLOWSERVE CORP 1.5%
Value ($000) $5,585 Shares 128,885 Est. Cost $38.41 Unrealized -3.9%
OII OCEANEERING INTL INC 1.5%
Value ($000) $5,405 Shares 291,556 Est. Cost $24.86 Unrealized -19.4%
HANESBRANDS INC. 1.4%
Value ($000) $5,004 Shares 271,639 Est. Cost $22.61 Unrealized
CELGENE CORP 1.3%
Value ($000) $4,882 Shares 54,722 Est. Cost $110.54 Unrealized
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $2,895 Shares 88,207 Est. Cost $33.21 Unrealized
HELIUS MEDICAL TECHN 0.4%
Value ($000) $1,428 Shares 141,239 Est. Cost $10.11 Unrealized
GMED GLOBUS MEDICAL, INC. 0.4%
Value ($000) $1,337 Shares 26,828 Est. Cost $24.54 Unrealized +91.5%
TNC TENNANT COMPANY 0.3%
Value ($000) $1,274 Shares 18,817 Est. Cost $53.04 Unrealized +15.3%
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $1,267 Shares 9,101 Est. Cost $71.30 Unrealized +79.5%
EXPONENT INC 0.3%
Value ($000) $1,248 Shares 15,869 Est. Cost $58.49 Unrealized
LIVANOVA PLC F 0.3%
Value ($000) $1,202 Shares 13,583 Est. Cost $49.49 Unrealized
SUN HYDRAULICS INC 0.3%
Value ($000) $1,168 Shares 21,809 Est. Cost $37.76 Unrealized
SUPN SUPERNUS PHARMACEUTICALS, INC. 0.3%
Value ($000) $1,160 Shares 25,325 Est. Cost $26.80 Unrealized +55.7%
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,156 Shares 32,308 Est. Cost $33.66 Unrealized
KMG CHEMICALS INC 0.3%
Value ($000) $1,154 Shares 19,249 Est. Cost $20.50 Unrealized
CHASE CORP 0.3%
Value ($000) $1,141 Shares 9,796 Est. Cost $59.07 Unrealized
LIGAND PHARMA 0.3%
Value ($000) $1,119 Shares 6,774 Est. Cost $107.03 Unrealized
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,092 Shares 11,049 Est. Cost $59.35 Unrealized +50.3%
TILE INTERFACE INC 0.3%
Value ($000) $1,089 Shares 43,215 Est. Cost $16.97 Unrealized +46.2%
TCX TUCOWS INC 0.3%
Value ($000) $1,078 Shares 19,248 Est. Cost $28.11 Unrealized +100.1%
IT GARTNER INC 0.3%
Value ($000) $1,071 Shares 9,103 Est. Cost $83.32 Unrealized +49.9%
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,048 Shares 56,182 Est. Cost $17.66 Unrealized
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,043 Shares 29,104 Est. Cost $22.53 Unrealized +59.4%
ECHO GLOBAL LOGISTIC 0.3%
Value ($000) $1,038 Shares 37,599 Est. Cost $24.79 Unrealized
TETRA TECH INC 0.3%
Value ($000) $1,012 Shares 20,665 Est. Cost $30.01 Unrealized
FOX FACTORY HOLDING 0.3%
Value ($000) $1,007 Shares 28,850 Est. Cost $15.81 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $998 Shares 40,328 Est. Cost $16.85 Unrealized +21.0%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $996 Shares 19,679 Est. Cost $34.09 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $980 Shares 13,699 Est. Cost $30.08 Unrealized +88.6%
SYNA SYNAPTICS INCORPORATED 0.3%
Value ($000) $950 Shares 20,770 Est. Cost $45.00 Unrealized +0.8%
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $946 Shares 18,818 Est. Cost $34.92 Unrealized +14.8%
PLXS PLEXUS CORP 0.3%
Value ($000) $937 Shares 15,685 Est. Cost $39.89 Unrealized +53.9%
MTW MANITOWOC COMPANY 0.3%
Value ($000) $927 Shares 32,578 Est. Cost $36.62 Unrealized -6.3%
PG PROCTER & GAMBLE 0.3%
Value ($000) $926 Shares 11,681 Est. Cost $65.04 Unrealized +4.3%
NVEC N V E CORPORATION 0.2%
Value ($000) $921 Shares 11,084 Est. Cost $67.70 Unrealized +19.8%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $920 Shares 6,842 Est. Cost $88.53 Unrealized +27.7%
AMN AMN HEALTHCARE SERVICES, INC. 0.2%
Value ($000) $920 Shares 16,217 Est. Cost $48.54 Unrealized +12.0%
INSTEEL INDUSTRIES 0.2%
Value ($000) $918 Shares 33,231 Est. Cost $28.32 Unrealized
PLANTRONICS INC 0.2%
Value ($000) $909 Shares 15,065 Est. Cost $52.09 Unrealized
NRC NATIONAL RESEARCH CLASS A 0.2%
Value ($000) $900 Shares 30,759 Est. Cost $14.66 Unrealized +128.8%
RLI R L I CORP 0.2%
Value ($000) $861 Shares 13,579 Est. Cost $17.05 Unrealized +41.0%
J2 GLOBAL INC 0.2%
Value ($000) $852 Shares 10,798 Est. Cost $64.32 Unrealized
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $841 Shares 11,624 Est. Cost $56.80 Unrealized +31.9%
ANIK ANIKA THERAPEUTICS 0.2%
Value ($000) $841 Shares 16,905 Est. Cost $38.98 Unrealized +45.0%
ZIX CORPORATION 0.2%
Value ($000) $839 Shares 196,432 Est. Cost $4.58 Unrealized
DORM DORMAN PRODUCTS INC 0.2%
Value ($000) $837 Shares 12,640 Est. Cost $49.69 Unrealized +43.4%
AMERISAFE INC 0.2%
Value ($000) $830 Shares 15,025 Est. Cost $60.88 Unrealized
BIOSPECIFICS TECH CO 0.2%
Value ($000) $824 Shares 18,583 Est. Cost $40.51 Unrealized
SYKES ENTERPRISES 0.2%
Value ($000) $818 Shares 28,271 Est. Cost $24.15 Unrealized
S R C ENERGY INC 0.2%
Value ($000) $815 Shares 86,465 Est. Cost $8.42 Unrealized
CULP CULP INC 0.2%
Value ($000) $798 Shares 26,120 Est. Cost $19.94 Unrealized +34.4%
IBERIABANK CORP 0.2%
Value ($000) $786 Shares 10,079 Est. Cost $65.58 Unrealized
NIC INC. 0.2%
Value ($000) $772 Shares 58,061 Est. Cost $16.68 Unrealized
INOVALON HOLDINGS, INC. 0.2%
Value ($000) $737 Shares 69,484 Est. Cost $14.63 Unrealized
RPX CORPORATION 0.2%
Value ($000) $734 Shares 68,618 Est. Cost $9.59 Unrealized
G P STRATEGIES CORP 0.2%
Value ($000) $720 Shares 31,805 Est. Cost $26.67 Unrealized
ACTUANT CORP CLASS A 0.2%
Value ($000) $714 Shares 30,700 Est. Cost $24.62 Unrealized
HOUSTON WIRE & CABLE 0.2%
Value ($000) $703 Shares 96,017 Est. Cost $6.89 Unrealized
PRSU VIAD CORP 0.2%
Value ($000) $662 Shares 12,621 Est. Cost $53.68 Unrealized 0.0%
USB U S BANCORP 0.2%
Value ($000) $658 Shares 13,038 Est. Cost $29.12 Unrealized +37.1%
COLLECTORS UNIVERSE 0.2%
Value ($000) $646 Shares 41,118 Est. Cost $16.59 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $637 Shares 440 Est. Cost $34.22 Unrealized +109.0%
WALGREENS BOOTS ALLI 0.2%
Value ($000) $621 Shares 9,487 Est. Cost $80.03 Unrealized
NEXTERA ENERGY INC 0.2%
Value ($000) $580 Shares 3,549 Est. Cost $97.57 Unrealized
BA BOEING CO 0.2%
Value ($000) $572 Shares 1,744 Est. Cost $110.66 Unrealized +191.8%
PLCE CHILDREN'S PLACE, INC. 0.2%
Value ($000) $562 Shares 4,158 Est. Cost $121.77 Unrealized +19.4%
NORTHERN OIL AND GAS 0.1%
Value ($000) $523 Shares 264,356 Est. Cost $3.22 Unrealized
IRIX IRIDEX CORP 0.1%
Value ($000) $506 Shares 88,464 Est. Cost $9.97 Unrealized -30.6%
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.1%
Value ($000) $479 Shares 7,599 Est. Cost $62.87 Unrealized
INN SUMMIT HOTEL PROPERTIES INC 0.1%
Value ($000) $478 Shares 35,146 Est. Cost $13.60 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $445 Shares 8,160 Est. Cost $8.34 Unrealized +34.6%
VERA BRADLEY INC 0.1%
Value ($000) $411 Shares 38,714 Est. Cost $13.29 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $381 Shares 2,586 Est. Cost $73.34 Unrealized +81.4%
MA COM TECH SOLUTN 0.1%
Value ($000) $358 Shares 21,583 Est. Cost $40.20 Unrealized
EXACT SCIENCES CORP 0.1%
Value ($000) $346 Shares 8,585 Est. Cost $15.44 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $344 Shares 4,437 Est. Cost $72.33 Unrealized
ACH OWENS &MINOR INC HLD 0.1%
Value ($000) $342 Shares 22,018 Est. Cost $26.96 Unrealized -37.6%
SO SOUTHERN COMPANY 0.1%
Value ($000) $342 Shares 7,665 Est. Cost $29.63 Unrealized +8.5%
W E C ENERGY GROUP I 0.1%
Value ($000) $275 Shares 4,382 Est. Cost $51.94 Unrealized
ARALEZ PHARMA INC F 0.1%
Value ($000) $264 Shares 176,170 Est. Cost $3.44 Unrealized
JPMORGAN CHASE & CO 0.1%
Value ($000) $264 Shares 2,403 Est. Cost $80.67 Unrealized
FRANCESCAS HOLDINGS 0.1%
Value ($000) $259 Shares 53,913 Est. Cost $13.38 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $250 Shares 10,053 Est. Cost $12.62 Unrealized +49.6%
MGE ENERGY INC 0.1%
Value ($000) $237 Shares 4,226 Est. Cost $47.34 Unrealized
NATIONAL RESEARCH CLASS B 0.1%
Value ($000) $234 Shares 4,698 Est. Cost $32.13 Unrealized
3M COMPANY 0.1%
Value ($000) $227 Shares 1,032 Est. Cost $168.02 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $222 Shares 3,505 Est. Cost $38.91 Unrealized +23.6%
AAPL APPLE INC 0.1%
Value ($000) $206 Shares 1,229 Est. Cost $28.43 Unrealized +42.2%
DOV DOVER CORPORATION 0.1%
Value ($000) $196 Shares 2,000 Est. Cost $50.83 Unrealized +42.6%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $188 Shares 1,280 Est. Cost $114.50 Unrealized
MERCK & CO INC 0.0%
Value ($000) $185 Shares 3,397 Est. Cost $56.86 Unrealized
IBM IBM CORP 0.0%
Value ($000) $164 Shares 1,072 Est. Cost $100.83 Unrealized +6.4%
MCD MC DONALDS CORP 0.0%
Value ($000) $154 Shares 983 Est. Cost $77.65 Unrealized +76.0%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $151 Shares 1,415 Est. Cost $36.78 Unrealized +23.1%
ECL ECOLAB INC 0.0%
Value ($000) $151 Shares 1,105 Est. Cost $106.59 Unrealized +15.9%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $149 Shares 1,303 Est. Cost $70.98 Unrealized +19.8%
ALTRIA GROUP INC 0.0%
Value ($000) $145 Shares 2,322 Est. Cost $60.39 Unrealized
ABBVIE INC 0.0%
Value ($000) $137 Shares 1,452 Est. Cost $66.02 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $137 Shares 132 Est. Cost $794.72 Unrealized
WINDSTREAM HLDGS INC COM 0.0%
Value ($000) $137 Shares 97,199 Est. Cost $6.33 Unrealized
AMGN AMGEN INC. 0.0%
Value ($000) $136 Shares 800 Est. Cost $117.15 Unrealized +23.3%
DNP SELECT INCOME CF 0.0%
Value ($000) $131 Shares 12,722 Est. Cost $9.30 Unrealized
BROOKFIELD INFRA PTN LP 0.0%
Value ($000) $125 Shares 3,000 Est. Cost $39.22 Unrealized
RPM RPM INTERNATIONAL 0.0%
Value ($000) $124 Shares 2,609 Est. Cost $46.53 Unrealized +9.4%
VERIZON COMMUNICATN 0.0%
Value ($000) $124 Shares 2,596 Est. Cost $45.46 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $123 Shares 1,822 Est. Cost $70.57 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $123 Shares 1,277 Est. Cost $67.12 Unrealized
DIS WALT DISNEY CO 0.0%
Value ($000) $117 Shares 1,163 Est. Cost $91.94 Unrealized +9.8%
PII POLARIS INDUSTRIES 0.0%
Value ($000) $115 Shares 1,000 Est. Cost $86.74 Unrealized +38.7%
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $114 Shares 1,690 Est. Cost $58.99 Unrealized -6.1%
TESARO INC 0.0%
Value ($000) $114 Shares 2,000 Est. Cost $37.00 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $110 Shares 500 Est. Cost $107.02 Unrealized +70.1%
COMCAST CORPORATION CLASS A 0.0%
Value ($000) $107 Shares 3,144 Est. Cost $47.73 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $102 Shares 1,400 Est. Cost $47.48 Unrealized +13.2%
FACEBOOK INC CLASS A 0.0%
Value ($000) $99 Shares 617 Est. Cost $122.78 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $98 Shares 2,221 Est. Cost $44.12 Unrealized
ACUITY BRANDS INC 0.0%
Value ($000) $97 Shares 700 Est. Cost $140.23 Unrealized
TRANSOCEAN INC NEW F 0.0%
Value ($000) $96 Shares 9,655 Est. Cost $18.33 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $86 Shares 2,004 Est. Cost $64.57 Unrealized -25.9%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $83 Shares 1,096 Est. Cost $45.59 Unrealized +25.0%
KEYUF KEYERA CORP 0.0%
Value ($000) $79 Shares 3,028 Est. Cost $18.65 Unrealized -9.2%
LNC LINCOLN NATIONAL CO 0.0%
Value ($000) $79 Shares 1,082 Est. Cost $35.31 Unrealized +58.5%
SPDR S&P 500 ETF 0.0%
Value ($000) $67 Shares 254 Est. Cost $263.78 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $66 Shares 4,886 Est. Cost $28.59 Unrealized
FISV FISERV INC 0.0%
Value ($000) $64 Shares 898 Est. Cost $51.07 Unrealized +37.7%
DE DEERE & CO 0.0%
Value ($000) $64 Shares 415 Est. Cost $70.62 Unrealized +103.9%
GIS GENERAL MILLS INC 0.0%
Value ($000) $63 Shares 1,400 Est. Cost $35.55 Unrealized +15.3%
URI UNITED RENTALS INC 0.0%
Value ($000) $60 Shares 350 Est. Cost $74.22 Unrealized +131.7%
O REILLY AUTOMOTIVE 0.0%
Value ($000) $57 Shares 230 Est. Cost $278.26 Unrealized
MONSTER BEVERAGE COR 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $77.78 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $52 Shares 755 Est. Cost $40.11 Unrealized +27.1%
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $51 Shares 800 Est. Cost $67.28 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $50 Shares 500 Est. Cost $60.82 Unrealized +13.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $50 Shares 1,348 Est. Cost $34.87 Unrealized +15.9%
EVERSOURCE ENERGY 0.0%
Value ($000) $49 Shares 829 Est. Cost $50.66 Unrealized
ALPHABET INC. CLASS C 0.0%
Value ($000) $48 Shares 47 Est. Cost $779.52 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $48 Shares 824 Est. Cost $44.46 Unrealized +9.5%
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $48 Shares 527 Est. Cost $24.96 Unrealized +59.5%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $47 Shares 1,700 Est. Cost $16.23 Unrealized +32.2%
LEUCADIA NATIONAL CO 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $22.33 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $44 Shares 630 Est. Cost $65.91 Unrealized
EVERCORE INC CLASS A 0.0%
Value ($000) $44 Shares 500 Est. Cost $53.33 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $30.66 Unrealized +20.0%
VERTEX PHARMACEUTICA 0.0%
Value ($000) $44 Shares 273 Est. Cost $115.38 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $43 Shares 2,655 Est. Cost $25.99 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $43 Shares 201 Est. Cost $133.63 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $39 Shares 950 Est. Cost $24.65 Unrealized +25.1%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $39 Shares 1,600 Est. Cost $36.17 Unrealized
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $43.05 Unrealized +35.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $38 Shares 113 Est. Cost $195.92 Unrealized +40.6%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $36 Shares 365 Est. Cost $66.69 Unrealized
ZIMMER BIOMET HLDGS 0.0%
Value ($000) $34 Shares 308 Est. Cost $120.13 Unrealized
KO COCA COLA COMPANY 0.0%
Value ($000) $33 Shares 750 Est. Cost $30.29 Unrealized +15.8%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $33 Shares 210 Est. Cost $70.08 Unrealized +95.3%
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $32 Shares 1,950 Est. Cost $14.39 Unrealized +29.5%
GABELLI EQUITY TR INC 0.0%
Value ($000) $32 Shares 5,210 Est. Cost $5.37 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $32 Shares 241 Est. Cost $92.76 Unrealized
WFC WELLS FARGO BK N A 0.0%
Value ($000) $31 Shares 600 Est. Cost $39.80 Unrealized +19.9%
ADOBE SYSTEMS INC 0.0%
Value ($000) $27 Shares 125 Est. Cost $72.73 Unrealized
BEMIS CO INC 0.0%
Value ($000) $27 Shares 625 Est. Cost $47.29 Unrealized
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $27 Shares 6,150 Est. Cost $4.26 Unrealized
PFE PFIZER INCORPORATED 0.0%
Value ($000) $25 Shares 700 Est. Cost $20.01 Unrealized +21.1%
HSY HERSHEY COMPANY 0.0%
Value ($000) $25 Shares 252 Est. Cost $74.66 Unrealized +14.7%
PSX PHILLIPS 66 0.0%
Value ($000) $24 Shares 248 Est. Cost $49.15 Unrealized +45.4%
FEDEX CORPORATION 0.0%
Value ($000) $24 Shares 100 Est. Cost $175.44 Unrealized
IDEXX LABS INC 0.0%
Value ($000) $22 Shares 115 Est. Cost $156.52 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $21 Shares 652 Est. Cost $24.73 Unrealized -13.1%
CMI CUMMINS INC 0.0%
Value ($000) $21 Shares 130 Est. Cost $98.51 Unrealized +41.9%
SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $21 Shares 227 Est. Cost $92.51 Unrealized
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 +16.1%
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $19 Shares 100 Est. Cost $138.59 Unrealized +36.8%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $19 Shares 260 Est. Cost $56.87 Unrealized +5.0%
LOW LOWES COMPANIES INC 0.0%
Value ($000) $18 Shares 200 Est. Cost $49.04 Unrealized +67.0%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $17 Shares 125 Est. Cost $85.81 Unrealized +43.0%
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $51.91 Unrealized +11.0%
WELBILT INC 0.0%
Value ($000) $16 Shares 800 Est. Cost $20.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $15 Shares 148 Est. Cost $58.65 Unrealized +31.5%
INTERCONTINENTAL EXC 0.0%
Value ($000) $15 Shares 200 Est. Cost $99.00 Unrealized
DCI DONALDSON COMPANY 0.0%
Value ($000) $15 Shares 332 Est. Cost $32.99 Unrealized +28.0%
COSTCO WHOLESALE CO 0.0%
Value ($000) $14 Shares 75 Est. Cost $155.56 Unrealized
TOTAL S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $14 Shares 250 Est. Cost $48.00 Unrealized
ACCELERATE DIAGNOSTI 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.44 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $14 Shares 66 Est. Cost $136.36 Unrealized
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $14 Shares 346 Est. Cost $35.58 Unrealized +0.8%
HD HOME DEPOT INC 0.0%
Value ($000) $14 Shares 79 Est. Cost $108.85 Unrealized +42.1%
MASI MASIMO CORP 0.0%
Value ($000) $13 Shares 150 Est. Cost $25.56 Unrealized +241.1%
LEA LEAR CORPORATION 0.0%
Value ($000) $12 Shares 65 Est. Cost $105.58 Unrealized +52.1%
THE GABELLI MULTIMEDIA TRUST INC 0.0%
Value ($000) $12 Shares 1,297 Est. Cost $7.71 Unrealized
PATTERSON COMPANIES 0.0%
Value ($000) $11 Shares 500 Est. Cost $48.57 Unrealized
JOHNSON CTLS INTL F 0.0%
Value ($000) $10 Shares 286 Est. Cost $45.45 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $9 Shares 100 Est. Cost $21.40 Unrealized +32.5%
BROADCOM LIMITED 0.0%
Value ($000) $8 Shares 32 Est. Cost $250.00 Unrealized
CIDARA THERAPEUTICS 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
NISOURCE INCORPORATE 0.0%
Value ($000) $8 Shares 325 Est. Cost $43.08 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $8 Shares 73 Est. Cost $82.19 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $7 Shares 133 Est. Cost $30.67 Unrealized +27.9%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $7 Shares 115 Est. Cost $57.51 Unrealized -14.9%
CARDINAL HEALTH INC 0.0%
Value ($000) $7 Shares 111 Est. Cost $81.08 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $7 Shares 221 Est. Cost $19.96 Unrealized +30.6%
BLACKSTONE GROUP LP LP 0.0%
Value ($000) $7 Shares 225 Est. Cost $26.67 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $88.53 Unrealized +18.4%
INGERSOLL RAND PLC F 0.0%
Value ($000) $6 Shares 72 Est. Cost $69.44 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $6 Shares 34 Est. Cost $101.13 Unrealized +66.2%
METLIFE INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $53.15 Unrealized
TOCAGEN INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
AMDOCS LIMITED F 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.63 Unrealized
TEVA TEVA PHARM INDS LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $5 Shares 312 Est. Cost $44.87 Unrealized
PRINCIPAL FINANCIAL 0.0%
Value ($000) $5 Shares 79 Est. Cost $51.88 Unrealized
ORACLE CORPORATION 0.0%
Value ($000) $5 Shares 113 Est. Cost $46.00 Unrealized
NKE NIKE INC CLASS B 0.0%
Value ($000) $5 Shares 76 Est. Cost $50.28 Unrealized +18.6%
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $57.85 Unrealized +105.8%
AKEBIA THERAPEUTICS 0.0%
Value ($000) $4 Shares 411 Est. Cost $19.46 Unrealized
CERNER CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $70.00 Unrealized
SPECTRIS PLC ORDF 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.00 Unrealized
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $3 Shares 20 Est. Cost $99.23 Unrealized +31.2%
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $3 Shares 87 Est. Cost $13.56 Unrealized +78.4%
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $69.94 Unrealized
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $2 Shares 260 Est. Cost $11.54 Unrealized
SGMO SANGAMO THERAPEUTICS 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.88 Unrealized +43.7%
ADIENT PLC F 0.0%
Value ($000) $2 Shares 28 Est. Cost $71.43 Unrealized
BRIGHTHOUSE FINANCIA 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
R M R GROUP INC CLASS A 0.0%
Value ($000) $0 Shares 1 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
MIRANT CORPORATION XXX ESCROW PENDING POSSIBLE FUTURE DISTRIBUTION 0.0%
Value ($000) $0 Shares 79 Est. Cost Unrealized