ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 2, 2018

Total Value ($000): $383,525 (100.0% shares, 0.0% debt)

Holdings (270)

KEYS KEYSIGHT TECHNOLOGIES INC 2.5%
Value ($000) $9,611 Shares 162,813 Est. Cost $25.09 Unrealized +121.5%
MSFT MICROSOFT CORP 2.5%
Value ($000) $9,583 Shares 97,184 Est. Cost $39.82 Unrealized +125.4%
ADP AUTO DATA PROCESSING 2.2%
Value ($000) $8,541 Shares 63,672 Est. Cost $63.60 Unrealized +69.5%
SYY SYSCO CORP 2.2%
Value ($000) $8,477 Shares 124,133 Est. Cost $28.87 Unrealized +81.1%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $8,302 Shares 34,654 Est. Cost $107.98 Unrealized +83.8%
ABT ABBOTT LABS COM 2.0%
Value ($000) $7,859 Shares 128,857 Est. Cost $36.45 Unrealized +45.8%
CSCO CISCO SYSTEMS INC 2.0%
Value ($000) $7,825 Shares 181,853 Est. Cost $18.36 Unrealized +89.2%
EMR EMERSON ELEC CO 2.0%
Value ($000) $7,814 Shares 113,019 Est. Cost $45.28 Unrealized +29.5%
INTC INTEL CORP 2.0%
Value ($000) $7,714 Shares 155,190 Est. Cost $26.62 Unrealized +69.2%
PSA PUBLIC STORAGE 2.0%
Value ($000) $7,695 Shares 33,918 Est. Cost $152.08 Unrealized 0.0%
ACN ACCENTURE PLC CL A F 2.0%
Value ($000) $7,674 Shares 46,908 Est. Cost $69.37 Unrealized +100.8%
IQV IQVIA HOLDINGS INC 2.0%
Value ($000) $7,639 Shares 76,524 Est. Cost $101.80 Unrealized -1.9%
GWW GRAINGER W W INC 2.0%
Value ($000) $7,611 Shares 24,679 Est. Cost $199.95 Unrealized +34.8%
PYPL PAYPAL HOLDINGS INC COM 2.0%
Value ($000) $7,528 Shares 90,400 Est. Cost $36.04 Unrealized +120.6%
OII OCEANEERING INTL INC 1.9%
Value ($000) $7,370 Shares 289,465 Est. Cost $24.86 Unrealized -9.9%
CONTINENTAL RESOURCE 1.9%
Value ($000) $7,361 Shares 113,672 Est. Cost $34.04 Unrealized
HRL HORMEL FOODS CORP 1.9%
Value ($000) $7,316 Shares 196,626 Est. Cost $27.65 Unrealized +6.5%
KSS KOHLS CORP 1.9%
Value ($000) $7,248 Shares 99,423 Est. Cost $54.25 Unrealized +22.9%
EXPRESS SCRIPTS HOLDINGS 1.9%
Value ($000) $7,218 Shares 93,483 Est. Cost $80.93 Unrealized
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $7,072 Shares 58,283 Est. Cost $77.41 Unrealized +30.1%
FMC F M C CORP NEW 1.8%
Value ($000) $7,049 Shares 79,021 Est. Cost $33.31 Unrealized +81.8%
SMG SCOTTS MIRACLE GROUP 1.8%
Value ($000) $6,982 Shares 83,953 Est. Cost $63.80 Unrealized 0.0%
QCOM QUALCOMM INC 1.8%
Value ($000) $6,978 Shares 124,333 Est. Cost $45.25 Unrealized +1.5%
BK BANK OF NY MELLON CP NEW 1.8%
Value ($000) $6,925 Shares 128,406 Est. Cost $31.93 Unrealized +39.6%
MDT MEDTRONIC PLC 1.8%
Value ($000) $6,899 Shares 80,587 Est. Cost $59.02 Unrealized +16.1%
SLB SCHLUMBERGER LTD 1.8%
Value ($000) $6,867 Shares 102,443 Est. Cost $65.04 Unrealized -15.3%
PPG PPG INDUSTRIES INC 1.8%
Value ($000) $6,855 Shares 66,089 Est. Cost $91.63 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $6,842 Shares 82,702 Est. Cost $57.28 Unrealized -2.0%
ALSN ALLISON TRANSMISSION HLDGS INC 1.8%
Value ($000) $6,792 Shares 167,751 Est. Cost $32.54 Unrealized +12.0%
LEA LEAR CORP 1.8%
Value ($000) $6,740 Shares 36,273 Est. Cost $167.35 Unrealized +0.1%
PNC PNC FINL SERVICES GP INC 1.7%
Value ($000) $6,682 Shares 49,461 Est. Cost $61.47 Unrealized +81.5%
WM WASTE MGMT INC DEL 1.7%
Value ($000) $6,672 Shares 82,027 Est. Cost $74.90 Unrealized -3.0%
UPS UNITED PARCEL SVC INC 1.7%
Value ($000) $6,496 Shares 61,152 Est. Cost $78.16 Unrealized +7.2%
ROK ROCKWELL AUTOMATION INC 1.7%
Value ($000) $6,371 Shares 38,329 Est. Cost $87.90 Unrealized +71.6%
BED BATH BEYOND INC 1.6%
Value ($000) $6,245 Shares 313,450 Est. Cost $21.53 Unrealized
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.6%
Value ($000) $6,239 Shares 74,574 Est. Cost $54.82 Unrealized +35.8%
A T & T INC 1.6%
Value ($000) $6,091 Shares 189,684 Est. Cost $35.75 Unrealized
HANESBRANDS INC. 1.6%
Value ($000) $6,045 Shares 274,533 Est. Cost $22.60 Unrealized
BALL BALL CORPORATION 1.5%
Value ($000) $5,664 Shares 159,338 Est. Cost $33.20 Unrealized +6.0%
KMB KIMBERLY CLARK CORP 1.4%
Value ($000) $5,538 Shares 52,568 Est. Cost $78.67 Unrealized +0.9%
FLS FLOWSERVE CORP 1.4%
Value ($000) $5,226 Shares 129,346 Est. Cost $38.41 Unrealized -3.3%
EBAY EBAY INC 1.4%
Value ($000) $5,195 Shares 143,261 Est. Cost $21.20 Unrealized +63.4%
CELGENE CORP 1.2%
Value ($000) $4,505 Shares 56,721 Est. Cost $109.44 Unrealized
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,005 Shares 88,412 Est. Cost $33.21 Unrealized
HELIUS MEDICAL TECHN 0.6%
Value ($000) $2,256 Shares 236,934 Est. Cost $9.87 Unrealized
TNC TENNANT COMPANY 0.4%
Value ($000) $1,507 Shares 19,072 Est. Cost $53.24 Unrealized +26.9%
EXPONENT INC 0.4%
Value ($000) $1,477 Shares 30,573 Est. Cost $53.60 Unrealized
SUPN SUPERNUS PHARMACEUTICALS, INC. 0.4%
Value ($000) $1,471 Shares 24,582 Est. Cost $26.80 Unrealized +93.3%
LIGAND PHARMA 0.4%
Value ($000) $1,377 Shares 6,648 Est. Cost $107.03 Unrealized
KMG CHEMICALS INC 0.4%
Value ($000) $1,362 Shares 18,459 Est. Cost $20.50 Unrealized
GMED GLOBUS MEDICAL, INC. 0.3%
Value ($000) $1,336 Shares 26,479 Est. Cost $24.54 Unrealized +112.5%
FOX FACTORY HOLDING 0.3%
Value ($000) $1,332 Shares 28,623 Est. Cost $15.81 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $1,326 Shares 10,889 Est. Cost $67.70 Unrealized +47.5%
NRC NATIONAL RESEARCH 0.3%
Value ($000) $1,304 Shares 34,855 Est. Cost $17.03 Unrealized +104.5%
ZBRA ZEBRA TECHNOLOGIES CL A 0.3%
Value ($000) $1,267 Shares 8,845 Est. Cost $71.30 Unrealized +106.6%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,254 Shares 28,925 Est. Cost $22.53 Unrealized +61.3%
IT GARTNER INC 0.3%
Value ($000) $1,227 Shares 9,235 Est. Cost $83.96 Unrealized +52.5%
VAREX IMAGING CORPOR 0.3%
Value ($000) $1,214 Shares 32,742 Est. Cost $33.71 Unrealized
TTEK TETRA TECH INC 0.3%
Value ($000) $1,206 Shares 20,610 Est. Cost $10.68 Unrealized 0.0%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,199 Shares 10,885 Est. Cost $59.35 Unrealized +75.9%
TCX TUCOWS INC 0.3%
Value ($000) $1,178 Shares 19,429 Est. Cost $28.11 Unrealized +121.1%
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,172 Shares 56,219 Est. Cost $17.66 Unrealized
CHASE CORP 0.3%
Value ($000) $1,156 Shares 9,859 Est. Cost $59.07 Unrealized
PLANTRONICS INC 0.3%
Value ($000) $1,145 Shares 15,017 Est. Cost $52.09 Unrealized
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,119 Shares 33,504 Est. Cost $28.32 Unrealized
ECHO GLOBAL LOGISTIC 0.3%
Value ($000) $1,100 Shares 37,607 Est. Cost $24.79 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,084 Shares 13,825 Est. Cost $30.08 Unrealized +101.1%
ZIX CORPORATION 0.3%
Value ($000) $1,076 Shares 199,588 Est. Cost $4.59 Unrealized
SUN HYDRAULICS INC 0.3%
Value ($000) $1,075 Shares 22,312 Est. Cost $38.00 Unrealized
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,067 Shares 19,962 Est. Cost $34.37 Unrealized
SYNA SYNAPTICS INCORPORATED 0.3%
Value ($000) $1,062 Shares 21,090 Est. Cost $45.01 Unrealized +0.8%
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,028 Shares 19,485 Est. Cost $35.02 Unrealized +8.0%
TILE INTERFACE INC 0.3%
Value ($000) $1,009 Shares 43,966 Est. Cost $17.09 Unrealized +38.7%
PRSU VIAD CORP 0.3%
Value ($000) $1,008 Shares 18,586 Est. Cost $53.30 Unrealized -1.5%
S R C ENERGY INC 0.3%
Value ($000) $974 Shares 88,351 Est. Cost $8.48 Unrealized
CCBG CAPITAL CITY BANK GP 0.3%
Value ($000) $974 Shares 41,208 Est. Cost $16.91 Unrealized +18.4%
AMN AMN HEALTHCARE SERVICES, INC. 0.3%
Value ($000) $972 Shares 16,594 Est. Cost $48.79 Unrealized +22.3%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $969 Shares 6,842 Est. Cost $88.53 Unrealized +33.0%
PLXS PLEXUS CORP 0.3%
Value ($000) $959 Shares 16,112 Est. Cost $40.42 Unrealized +47.6%
ZD J2 GLOBAL INC 0.3%
Value ($000) $959 Shares 11,068 Est. Cost $73.29 Unrealized 0.0%
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $951 Shares 66,478 Est. Cost $13.93 Unrealized
ACTUANT CORP CLASS A 0.2%
Value ($000) $934 Shares 31,814 Est. Cost $24.79 Unrealized
NIC INC. 0.2%
Value ($000) $932 Shares 59,934 Est. Cost $16.64 Unrealized
RLI R L I CORP 0.2%
Value ($000) $926 Shares 13,983 Est. Cost $17.30 Unrealized +48.4%
PG PROCTER & GAMBLE 0.2%
Value ($000) $912 Shares 11,681 Est. Cost $65.04 Unrealized -5.0%
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $912 Shares 11,963 Est. Cost $57.36 Unrealized +34.0%
PLCE CHILDREN'S PLACE, INC. 0.2%
Value ($000) $900 Shares 7,452 Est. Cost $125.21 Unrealized +3.5%
AMERISAFE INC 0.2%
Value ($000) $899 Shares 15,568 Est. Cost $60.77 Unrealized
DORM DORMAN PRODUCTS INC 0.2%
Value ($000) $896 Shares 13,121 Est. Cost $50.33 Unrealized +33.9%
MTW MANITOWOC COMPANY 0.2%
Value ($000) $881 Shares 34,081 Est. Cost $36.18 Unrealized -26.9%
BIOSPECIFICS TECH CO 0.2%
Value ($000) $867 Shares 19,321 Est. Cost $40.68 Unrealized
SYKES ENTERPRISES 0.2%
Value ($000) $847 Shares 29,436 Est. Cost $24.33 Unrealized
IBERIABANK CORP 0.2%
Value ($000) $796 Shares 10,507 Est. Cost $66.00 Unrealized
NORTHERN OIL AND GAS 0.2%
Value ($000) $766 Shares 243,213 Est. Cost $3.22 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $748 Shares 440 Est. Cost $34.22 Unrealized +131.9%
INOVALON HOLDINGS, INC. 0.2%
Value ($000) $747 Shares 75,234 Est. Cost $14.27 Unrealized
CULP CULP INC 0.2%
Value ($000) $674 Shares 27,445 Est. Cost $20.24 Unrealized +29.4%
COLLECTORS UNIVERSE 0.2%
Value ($000) $667 Shares 45,233 Est. Cost $16.42 Unrealized
IRIX IRIDEX CORP 0.2%
Value ($000) $662 Shares 95,112 Est. Cost $9.72 Unrealized -34.2%
LIVANOVA PLC F 0.2%
Value ($000) $661 Shares 6,620 Est. Cost $49.49 Unrealized
USB U S BANCORP 0.2%
Value ($000) $652 Shares 13,038 Est. Cost $29.12 Unrealized +27.9%
HOUSTON WIRE & CABLE 0.2%
Value ($000) $619 Shares 72,795 Est. Cost $6.89 Unrealized
G P STRATEGIES CORP 0.2%
Value ($000) $601 Shares 34,150 Est. Cost $26.05 Unrealized
NEXTERA ENERGY INC 0.2%
Value ($000) $593 Shares 3,549 Est. Cost $97.57 Unrealized
ANIK ANIKA THERAPEUTICS 0.2%
Value ($000) $587 Shares 18,332 Est. Cost $39.15 Unrealized +5.2%
BA BOEING CO 0.2%
Value ($000) $585 Shares 1,744 Est. Cost $110.66 Unrealized +198.5%
WALGREENS BOOTS ALLI 0.1%
Value ($000) $569 Shares 9,487 Est. Cost $80.03 Unrealized
MA COM TECH SOLUTN 0.1%
Value ($000) $546 Shares 23,705 Est. Cost $38.67 Unrealized
VERA BRADLEY INC 0.1%
Value ($000) $529 Shares 37,654 Est. Cost $13.29 Unrealized
MCS MARCUS CORPORATION 0.1%
Value ($000) $504 Shares 15,504 Est. Cost $31.52 Unrealized 0.0%
FRANCESCAS HOLDINGS 0.1%
Value ($000) $456 Shares 60,359 Est. Cost $12.76 Unrealized
ISHARES CORE MSCI TOTAL INTL S 0.1%
Value ($000) $451 Shares 7,503 Est. Cost $62.87 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $436 Shares 5,514 Est. Cost $73.65 Unrealized
EXACT SCIENCES CORP 0.1%
Value ($000) $394 Shares 6,585 Est. Cost $15.44 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $351 Shares 2,586 Est. Cost $73.34 Unrealized +72.5%
FAST FASTENAL CO 0.1%
Value ($000) $347 Shares 7,209 Est. Cost $8.34 Unrealized +27.5%
SO SOUTHERN COMPANY 0.1%
Value ($000) $332 Shares 7,165 Est. Cost $29.63 Unrealized +10.9%
W E C ENERGY GROUP INC 0.1%
Value ($000) $283 Shares 4,382 Est. Cost $51.94 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $274 Shares 10,053 Est. Cost $12.62 Unrealized +58.7%
MGE ENERGY INC 0.1%
Value ($000) $266 Shares 4,226 Est. Cost $47.34 Unrealized
JPMORGAN CHASE & CO MEDI 0.1%
Value ($000) $250 Shares 2,403 Est. Cost $80.67 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $224 Shares 1,209 Est. Cost $28.43 Unrealized +50.4%
MERCK & CO INC 0.1%
Value ($000) $206 Shares 3,397 Est. Cost $56.86 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $195 Shares 1,280 Est. Cost $114.50 Unrealized
3M CO 0.0%
Value ($000) $183 Shares 932 Est. Cost $168.02 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $177 Shares 3,205 Est. Cost $38.91 Unrealized +4.4%
CVX CHEVRON CORP 0.0%
Value ($000) $165 Shares 1,303 Est. Cost $70.98 Unrealized +25.6%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $164 Shares 1,415 Est. Cost $36.78 Unrealized +23.5%
MCD MC DONALDS CORP 0.0%
Value ($000) $154 Shares 983 Est. Cost $77.65 Unrealized +74.5%
RPM RPM INTERNTNL 0.0%
Value ($000) $152 Shares 2,609 Est. Cost $46.53 Unrealized +7.8%
ECL ECOLAB INC 0.0%
Value ($000) $151 Shares 1,076 Est. Cost $106.59 Unrealized +24.7%
CBSH COMMERCE BANCSHARES INC MISSOU 0.0%
Value ($000) $150 Shares 2,324 Est. Cost $25.63 Unrealized +64.1%
IBM IBM CORP 0.0%
Value ($000) $150 Shares 1,072 Est. Cost $100.83 Unrealized -0.9%
ALPHABET INC. CLASS A 0.0%
Value ($000) $148 Shares 131 Est. Cost $794.72 Unrealized
AMGN AMGEN INC. 0.0%
Value ($000) $148 Shares 800 Est. Cost $117.15 Unrealized +19.7%
DOV DOVER CORP 0.0%
Value ($000) $146 Shares 2,000 Est. Cost $50.83 Unrealized +33.8%
DNP SELECT INCOME CF 0.0%
Value ($000) $137 Shares 12,722 Est. Cost $9.30 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $135 Shares 1,277 Est. Cost $67.12 Unrealized
ABBVIE INC 0.0%
Value ($000) $135 Shares 1,452 Est. Cost $66.02 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $132 Shares 2,322 Est. Cost $60.39 Unrealized
VERIZON COMMUNICATN 0.0%
Value ($000) $131 Shares 2,596 Est. Cost $45.46 Unrealized
TRANSOCEAN INC NEW F 0.0%
Value ($000) $130 Shares 9,655 Est. Cost $18.33 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $124 Shares 1,822 Est. Cost $70.57 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $123 Shares 1,690 Est. Cost $58.99 Unrealized -4.5%
DIS WALT DISNEY CO 0.0%
Value ($000) $122 Shares 1,163 Est. Cost $91.94 Unrealized +5.7%
PII POLARIS INDUSTRIES 0.0%
Value ($000) $122 Shares 1,000 Est. Cost $86.74 Unrealized +34.9%
BROOKFIELD INFRASTRUC LP 0.0%
Value ($000) $115 Shares 3,000 Est. Cost $39.22 Unrealized
FACEBOOK INC CLASS A 0.0%
Value ($000) $114 Shares 587 Est. Cost $122.78 Unrealized
COMCAST CORP CLASS A 0.0%
Value ($000) $103 Shares 3,144 Est. Cost $47.73 Unrealized
WINDSTREAM HLDGS INC 0.0%
Value ($000) $101 Shares 19,230 Est. Cost $5.25 Unrealized
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $98 Shares 1,400 Est. Cost $47.48 Unrealized +26.4%
VEA VANGUARD FTSE DEVELOPED MARKET 0.0%
Value ($000) $95 Shares 2,221 Est. Cost $44.12 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $93 Shares 500 Est. Cost $107.02 Unrealized +60.8%
TESARO INC 0.0%
Value ($000) $89 Shares 2,000 Est. Cost $37.00 Unrealized
VARIAN MEDICAL SYSTEMS 0.0%
Value ($000) $87 Shares 763 Est. Cost $86.51 Unrealized
KEYUF KEYERA CORP 0.0%
Value ($000) $85 Shares 3,028 Est. Cost $18.65 Unrealized -6.3%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $85 Shares 1,096 Est. Cost $45.59 Unrealized +23.6%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $84 Shares 2,004 Est. Cost $64.57 Unrealized -34.7%
ACUITY BRANDS INC 0.0%
Value ($000) $81 Shares 700 Est. Cost $140.23 Unrealized
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $32.37 Unrealized +90.1%
SPDR S&P 500 ETF 0.0%
Value ($000) $69 Shares 254 Est. Cost $263.78 Unrealized
WU WESTERN UNION CO 0.0%
Value ($000) $68 Shares 3,342 Est. Cost $18.07 Unrealized
FISV FISERV INC 0.0%
Value ($000) $67 Shares 898 Est. Cost $51.07 Unrealized +42.2%
GENERAL ELECTRIC CO 0.0%
Value ($000) $66 Shares 4,886 Est. Cost $28.59 Unrealized
O REILLY AUTOMOTIVE 0.0%
Value ($000) $63 Shares 230 Est. Cost $278.26 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $62 Shares 1,400 Est. Cost $35.55 Unrealized -6.0%
LNC LINCOLN NTNL CO 0.0%
Value ($000) $60 Shares 970 Est. Cost $35.31 Unrealized +38.9%
MONSTER BEVERAGE CORPORA 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $77.78 Unrealized
ROYAL DUTCH SHELL PLC CL A 0.0%
Value ($000) $55 Shares 800 Est. Cost $67.28 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $54 Shares 1,348 Est. Cost $34.87 Unrealized +10.3%
UNITI GROUP INC 0.0%
Value ($000) $53 Shares 2,655 Est. Cost $25.99 Unrealized
EVERCORE INC CLASS A 0.0%
Value ($000) $53 Shares 500 Est. Cost $53.33 Unrealized
ALPHABET INC. CLASS C 0.0%
Value ($000) $52 Shares 47 Est. Cost $779.52 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $52 Shares 350 Est. Cost $74.22 Unrealized +113.2%
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $52 Shares 755 Est. Cost $40.11 Unrealized +28.3%
EVERSOURCE ENERGY 0.0%
Value ($000) $49 Shares 829 Est. Cost $50.66 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $49 Shares 201 Est. Cost $133.63 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $48 Shares 527 Est. Cost $24.96 Unrealized +61.0%
CONCHO RESOURCES INC 0.0%
Value ($000) $48 Shares 350 Est. Cost $137.14 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $47 Shares 1,700 Est. Cost $16.23 Unrealized +28.6%
DE DEERE & CO 0.0%
Value ($000) $46 Shares 332 Est. Cost $70.62 Unrealized +86.0%
VERTEX PHARMACEUTICA 0.0%
Value ($000) $46 Shares 273 Est. Cost $115.38 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $44 Shares 1,600 Est. Cost $36.17 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $30.66 Unrealized +22.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $42 Shares 630 Est. Cost $65.91 Unrealized
APERGY CORP 00500 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $42.00 Unrealized
PM PHILIP MORRIS INTL 0.0%
Value ($000) $40 Shares 500 Est. Cost $60.82 Unrealized -6.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $40 Shares 809 Est. Cost $44.46 Unrealized +8.1%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $40 Shares 950 Est. Cost $24.65 Unrealized +31.7%
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $43.05 Unrealized +34.7%
ZIMMER BIOMET HLDGS 0.0%
Value ($000) $34 Shares 308 Est. Cost $120.13 Unrealized
JEFFERIES FINL 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $22.67 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $33 Shares 113 Est. Cost $195.92 Unrealized +34.0%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $33 Shares 365 Est. Cost $66.69 Unrealized
KO THE COCA-COLA CO 0.0%
Value ($000) $33 Shares 750 Est. Cost $30.29 Unrealized +12.3%
WFC WELLS FARGO BK N A 0.0%
Value ($000) $33 Shares 600 Est. Cost $39.80 Unrealized +8.9%
GABELLI EQUITY TR INC 0.0%
Value ($000) $33 Shares 5,210 Est. Cost $5.37 Unrealized
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $32 Shares 1,950 Est. Cost $14.39 Unrealized +12.6%
ADOBE SYSTEMS INC 0.0%
Value ($000) $30 Shares 125 Est. Cost $72.73 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $29 Shares 210 Est. Cost $70.08 Unrealized +75.0%
MFS HIGH YIELD MUNICIPAL 0.0%
Value ($000) $28 Shares 6,150 Est. Cost $4.26 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $28 Shares 248 Est. Cost $49.15 Unrealized +69.1%
ROCKWELL COLLINS INC 0.0%
Value ($000) $27 Shares 200 Est. Cost $92.76 Unrealized
BEMIS CO INC 0.0%
Value ($000) $26 Shares 625 Est. Cost $47.29 Unrealized
NSSC NAPCO SECURITY TECHNOLOGIES, I 0.0%
Value ($000) $25 Shares 1,727 Est. Cost $5.70 Unrealized 0.0%
IDEXX LABS INC 0.0%
Value ($000) $25 Shares 115 Est. Cost $156.52 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $25 Shares 700 Est. Cost $20.01 Unrealized +21.4%
HSY HERSHEY CO 0.0%
Value ($000) $23 Shares 252 Est. Cost $74.66 Unrealized +4.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $23 Shares 652 Est. Cost $24.73 Unrealized -20.0%
FEDEX CORP 0.0%
Value ($000) $23 Shares 100 Est. Cost $175.44 Unrealized
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
LOW LOWES COMPANIES INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $49.04 Unrealized +60.5%
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $19 Shares 125 Est. Cost $85.81 Unrealized +46.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $18 Shares 515 Est. Cost $25.13 Unrealized 0.0%
WELBILT INC 0.0%
Value ($000) $18 Shares 800 Est. Cost $20.00 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $17 Shares 250 Est. Cost $51.91 Unrealized +2.1%
CMI CUMMINS INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $98.51 Unrealized +24.5%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $17 Shares 260 Est. Cost $56.87 Unrealized -4.0%
COSTCO WHOLESALE CO 0.0%
Value ($000) $16 Shares 75 Est. Cost $155.56 Unrealized
DCI DONALDSON CO 0.0%
Value ($000) $15 Shares 332 Est. Cost $32.99 Unrealized +23.7%
INTERCONTINENTAL EXC 0.0%
Value ($000) $15 Shares 200 Est. Cost $99.00 Unrealized
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $15 Shares 100 Est. Cost $138.59 Unrealized +16.0%
TOTAL S A F SPONSORED ADR 1 AD 0.0%
Value ($000) $15 Shares 250 Est. Cost $48.00 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $15 Shares 79 Est. Cost $108.85 Unrealized +42.4%
MASI MASIMO CORP 0.0%
Value ($000) $15 Shares 150 Est. Cost $25.56 Unrealized +272.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $14 Shares 148 Est. Cost $58.65 Unrealized +18.8%
MDLZ MONDELEZ INTL F CLASS A 0.0%
Value ($000) $14 Shares 346 Est. Cost $35.58 Unrealized -6.3%
ACCELERATE DIAGNOSTICS I 0.0%
Value ($000) $13 Shares 600 Est. Cost $24.44 Unrealized
RAYTHEON CO 0.0%
Value ($000) $13 Shares 66 Est. Cost $136.36 Unrealized
THE GABELLI MULTIMEDIA TRUST I 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 CONTROLS INTER F 0.0%
Value ($000) $10 Shares 286 Est. Cost $45.45 Unrealized
CIDARA THERAPEUTICS INCO 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $4.00 Unrealized
WMT WAL-MART STORES 0.0%
Value ($000) $9 Shares 100 Est. Cost $21.40 Unrealized +18.0%
NISOURCE INC 00500 0.0%
Value ($000) $9 Shares 325 Est. Cost $43.08 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $8 Shares 73 Est. Cost $82.19 Unrealized
TEVA TEVA PHARMACEUTICAL IN F SPONS 0.0%
Value ($000) $8 Shares 312 Est. Cost $44.87 Unrealized
BROADCOM INC 0.0%
Value ($000) $8 Shares 32 Est. Cost $250.00 Unrealized
BLACKSTONE GROUP L P LP 0.0%
Value ($000) $7 Shares 225 Est. Cost $26.67 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $7 Shares 133 Est. Cost $30.67 Unrealized +18.5%
KHC KRAFT HEINZ CO 0050 0.0%
Value ($000) $7 Shares 115 Est. Cost $57.51 Unrealized -28.6%
NKE NIKE INC CLASS B 0.0%
Value ($000) $6 Shares 76 Est. Cost $50.28 Unrealized +27.0%
METLIFE INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $53.15 Unrealized
INGERSOLL RAND PLC F 0.0%
Value ($000) $6 Shares 72 Est. Cost $69.44 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $6 Shares 221 Est. Cost $19.96 Unrealized +24.5%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $88.53 Unrealized +4.2%
AMDOCS LIMITED F 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.63 Unrealized
TOCAGEN INC 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.00 Unrealized
ORACLE CORP 0.0%
Value ($000) $5 Shares 113 Est. Cost $46.00 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $5 Shares 34 Est. Cost $101.13 Unrealized +50.2%
CARDINAL HEALTH INC 0.0%
Value ($000) $5 Shares 111 Est. Cost $81.08 Unrealized
CERNER CORP 0.0%
Value ($000) $4 Shares 75 Est. Cost $70.00 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $4 Shares 32 Est. Cost $57.85 Unrealized +129.0%
AKEBIA THERAPEUTICS 0.0%
Value ($000) $4 Shares 411 Est. Cost $19.46 Unrealized
PRINCIPAL FINL 0.0%
Value ($000) $4 Shares 79 Est. Cost $51.88 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $3 Shares 20 Est. Cost $99.23 Unrealized +16.9%
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
CRIMSON WINE GROUP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2 Shares 87 Est. Cost $13.56 Unrealized +74.3%
ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $69.94 Unrealized
ADIENT PLC F 0.0%
Value ($000) $1 Shares 28 Est. Cost $71.43 Unrealized
SGMO SANGAMO THERAPEUTICS 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.88 Unrealized +11.7%
R M R GROUP INC CLASS A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MIRANT CORPORATION XXX ESCROW 0.0%
Value ($000) $0 Shares 79 Est. Cost Unrealized
BRIGHTHOUSE FINL INC0050 0.0%
Value ($000) $0 Shares 12 Est. Cost $83.33 Unrealized
COLORMAX TECHS NEW XXX REGISTR 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized