Poehling Capital Management, INC. Diversified Active

CIK: 0001730815 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $114,242 (100.0% shares, 0.0% debt)

Holdings (305)

BRK/B BERKSHIRE HATHAWAY 7.6%
Value ($000) $8,682 Shares 46,516 Est. Cost $189.88 Unrealized +2.7%
MSFT MICROSOFT CORP 3.8%
Value ($000) $4,381 Shares 44,429 Est. Cost $75.26 Unrealized +19.3%
CNNE CANNAE HOLDINGS INC 3.5%
Value ($000) $4,052 Shares 218,460 Est. Cost $18.99 Unrealized 0.0%
WALGREENS BOOTS ALLI 3.5%
Value ($000) $4,006 Shares 66,745 Est. Cost $65.42 Unrealized
FIRST DATA CORP NEW 2.9%
Value ($000) $3,296 Shares 157,500 Est. Cost $16.00 Unrealized
FRFHF FAIRFAX FINANCIAL HL F 2.7%
Value ($000) $3,036 Shares 5,412 Est. Cost $452.48 Unrealized +6.3%
C CITIGROUP INC 2.2%
Value ($000) $2,529 Shares 37,797 Est. Cost $54.74 Unrealized -3.1%
V VISA INC 2.2%
Value ($000) $2,458 Shares 18,558 Est. Cost $104.38 Unrealized +16.9%
CNDT CONDUENT INCORPORATE 2.1%
Value ($000) $2,348 Shares 129,210 Est. Cost $17.60 Unrealized +9.7%
PEP PEPSICO INCORPORATED 2.0%
Value ($000) $2,314 Shares 21,252 Est. Cost $88.99 Unrealized -8.2%
PK PARK HOTELS & RESORT 2.0%
Value ($000) $2,305 Shares 75,252 Est. Cost $27.80 Unrealized
GILD GILEAD SCIENCES INC 1.8%
Value ($000) $2,048 Shares 28,912 Est. Cost $55.90 Unrealized -5.7%
AN AUTONATION INC 1.8%
Value ($000) $2,033 Shares 41,850 Est. Cost $50.42 Unrealized -6.0%
FBIZ FIRST BUSINESS FINL 1.7%
Value ($000) $1,959 Shares 75,327 Est. Cost $18.08 Unrealized +15.6%
BGS B & G FOODS INC 1.7%
Value ($000) $1,935 Shares 64,725 Est. Cost $15.76 Unrealized -13.0%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $1,907 Shares 15,719 Est. Cost $110.95 Unrealized -9.2%
EXPRESS SCRIPTS HLDG 1.7%
Value ($000) $1,901 Shares 24,618 Est. Cost $69.09 Unrealized
STERICYCLE INC 1.6%
Value ($000) $1,808 Shares 27,685 Est. Cost $60.42 Unrealized
AMG AFFILIATED MANAGERS 1.6%
Value ($000) $1,777 Shares 11,950 Est. Cost $188.42 Unrealized -14.7%
CVS CVS HEALTH CORP 1.5%
Value ($000) $1,742 Shares 27,066 Est. Cost $55.94 Unrealized -7.6%
BK BANK OF NY MELLON CO 1.5%
Value ($000) $1,724 Shares 31,971 Est. Cost $42.65 Unrealized +4.5%
PLAYA HOTELS & RES F 1.5%
Value ($000) $1,717 Shares 159,025 Est. Cost $10.64 Unrealized
BAC BANK OF AMERICA CORP 1.5%
Value ($000) $1,658 Shares 58,807 Est. Cost $22.78 Unrealized +9.1%
MICHAELS COMPANIES 1.4%
Value ($000) $1,600 Shares 83,475 Est. Cost $20.39 Unrealized
PYPL PAYPAL HOLDINGS INCO 1.4%
Value ($000) $1,590 Shares 19,093 Est. Cost $72.14 Unrealized +10.2%
SYF SYNCHRONY FINANCIAL 1.4%
Value ($000) $1,579 Shares 47,305 Est. Cost $28.01 Unrealized +1.2%
AIG AMERICAN INTL GROUP 1.4%
Value ($000) $1,557 Shares 29,364 Est. Cost $49.24 Unrealized -10.1%
TGT TARGET CORPORATION 1.3%
Value ($000) $1,479 Shares 19,427 Est. Cost $48.06 Unrealized +24.1%
LEGG MASON INC 1.2%
Value ($000) $1,381 Shares 39,770 Est. Cost $41.99 Unrealized
BRSL INTL GAME TECH F 1.1%
Value ($000) $1,287 Shares 55,390 Est. Cost $17.30 Unrealized -3.3%
ADNT ADIENT PLC F 1.1%
Value ($000) $1,267 Shares 25,752 Est. Cost $75.52 Unrealized -25.4%
IVZ INVESCO LTD F 1.1%
Value ($000) $1,266 Shares 47,660 Est. Cost $23.89 Unrealized -16.6%
AAPL APPLE INC 1.1%
Value ($000) $1,253 Shares 6,768 Est. Cost $39.78 Unrealized +7.5%
LIBERTY MEDIA CORP SERIES C LIBERTY BRAVES 1.0%
Value ($000) $1,195 Shares 46,196 Est. Cost $23.30 Unrealized
CAR AVIS BUDGET GROUP 1.0%
Value ($000) $1,151 Shares 35,411 Est. Cost $37.79 Unrealized +9.5%
HLT HILTON WORLDWIDE HLD 0.8%
Value ($000) $960 Shares 12,131 Est. Cost $72.05 Unrealized +10.1%
PATTERSON COMPANIES 0.8%
Value ($000) $958 Shares 42,255 Est. Cost $23.09 Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $799 Shares 7,665 Est. Cost $81.33 Unrealized +9.5%
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $792 Shares 2,900 Est. Cost $273.10 Unrealized
JEF JEFFERIES FINL 0.7%
Value ($000) $785 Shares 34,505 Est. Cost $16.63 Unrealized 0.0%
L LOEWS CORPORATION 0.7%
Value ($000) $776 Shares 16,065 Est. Cost $47.67 Unrealized +2.1%
PG PROCTER & GAMBLE 0.7%
Value ($000) $760 Shares 9,735 Est. Cost $72.65 Unrealized -14.9%
BIGGQ BIG LOTS INC 0.7%
Value ($000) $758 Shares 18,150 Est. Cost $34.01 Unrealized 0.0%
MPC MARATHON PETE CORP 0.6%
Value ($000) $730 Shares 10,400 Est. Cost $47.48 Unrealized +26.4%
GS GOLDMAN SACHS GROUP 0.6%
Value ($000) $714 Shares 3,235 Est. Cost $205.31 Unrealized -2.3%
EBAY EBAY INC 0.6%
Value ($000) $711 Shares 19,610 Est. Cost $33.03 Unrealized +4.8%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $698 Shares 3,553 Est. Cost $142.19 Unrealized +26.8%
DEL TACO RESTAURANTS 0.6%
Value ($000) $696 Shares 49,100 Est. Cost $10.36 Unrealized
DIVERSIFIED RESTAURA 0.6%
Value ($000) $651 Shares 520,898 Est. Cost $1.58 Unrealized
GENERAL ELECTRIC CO 0.6%
Value ($000) $651 Shares 47,857 Est. Cost $17.32 Unrealized
BUD ANHEUSER BUSCH INBEV S F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.5%
Value ($000) $602 Shares 5,970 Est. Cost $109.91 Unrealized
FAST FASTENAL CO 0.5%
Value ($000) $600 Shares 12,470 Est. Cost $10.04 Unrealized +5.9%
RITE AID CORPORATION 0.5%
Value ($000) $591 Shares 341,330 Est. Cost $1.97 Unrealized
MDLZ MONDELEZ INTL 0.5%
Value ($000) $589 Shares 14,362 Est. Cost $34.50 Unrealized -3.3%
MET METLIFE INC 0.5%
Value ($000) $587 Shares 13,473 Est. Cost $39.89 Unrealized -10.0%
GLRE GREENLIGHT CAPITAL F 0.5%
Value ($000) $529 Shares 37,253 Est. Cost $21.74 Unrealized -30.0%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $524 Shares 3,500 Est. Cost $140.57 Unrealized
USB U S BANCORP 0.4%
Value ($000) $510 Shares 10,205 Est. Cost $37.56 Unrealized -0.8%
DFIN DONNELLEY FINANCIAL 0.4%
Value ($000) $500 Shares 28,800 Est. Cost $20.44 Unrealized -15.8%
RIG TRANSOCEAN INC NEW F 0.4%
Value ($000) $499 Shares 37,165 Est. Cost $10.38 Unrealized +18.5%
MMM 3M COMPANY 0.4%
Value ($000) $494 Shares 2,510 Est. Cost $145.43 Unrealized -10.5%
LIBERTY TAX INC CLASS A 0.4%
Value ($000) $484 Shares 59,969 Est. Cost $10.10 Unrealized
INTC INTEL CORPORATION 0.4%
Value ($000) $475 Shares 9,550 Est. Cost $36.62 Unrealized +23.0%
PSX PHILLIPS 66 0.4%
Value ($000) $467 Shares 4,161 Est. Cost $69.29 Unrealized +20.0%
CREDIT SUISSE GRP AG F 0.4%
Value ($000) $456 Shares 30,657 Est. Cost $17.82 Unrealized
PM PHILIP MORRIS INTL 0.4%
Value ($000) $444 Shares 5,502 Est. Cost $69.58 Unrealized -18.7%
DISCOVERY COMMUNICAT 0.4%
Value ($000) $443 Shares 16,095 Est. Cost $22.40 Unrealized
JCI JOHNSON CTLS INTL F 0.4%
Value ($000) $433 Shares 12,942 Est. Cost $32.46 Unrealized -9.9%
ABBV ABBVIE INC 0.4%
Value ($000) $410 Shares 4,425 Est. Cost $66.89 Unrealized +5.4%
TAP MOLSON COORS BREWING 0.4%
Value ($000) $404 Shares 5,942 Est. Cost $65.25 Unrealized -16.7%
XLF SELECT STR FINANCIAL 0.3%
Value ($000) $397 Shares 14,927 Est. Cost $27.51 Unrealized
HANESBRANDS INC 0.3%
Value ($000) $367 Shares 16,680 Est. Cost $20.93 Unrealized
KBE SPDR S&P BANK ETF 0.3%
Value ($000) $360 Shares 7,629 Est. Cost $47.37 Unrealized
MUSA MURPHY USA INC 0.3%
Value ($000) $356 Shares 4,798 Est. Cost $73.43 Unrealized -8.6%
MKL MARKEL CORP 0.3%
Value ($000) $340 Shares 314 Est. Cost $1093.18 Unrealized +3.3%
BEN FRANKLIN RESOURCES 0.3%
Value ($000) $332 Shares 10,353 Est. Cost $27.68 Unrealized -15.0%
WMT WAL-MART STORES 0.3%
Value ($000) $330 Shares 3,851 Est. Cost $26.82 Unrealized -5.8%
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $322 Shares 3,100 Est. Cost $106.45 Unrealized
PZZA PAPA JOHNS INTL INC 0.3%
Value ($000) $316 Shares 6,235 Est. Cost $49.64 Unrealized -5.9%
KSS KOHLS CORP 0.3%
Value ($000) $298 Shares 4,085 Est. Cost $46.03 Unrealized +44.9%
NVS NOVARTIS AG F 0.2%
Value ($000) $270 Shares 3,570 Est. Cost $84.00 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $263 Shares 5,552 Est. Cost $39.73 Unrealized +4.3%
BLACKROCK INC 0.2%
Value ($000) $255 Shares 510 Est. Cost $514.86 Unrealized
PFG PRINCIPAL FINANCIAL 0.2%
Value ($000) $245 Shares 4,620 Est. Cost $50.32 Unrealized -14.3%
VYM VANGUARD HIGH DIVIDEND 0.2%
Value ($000) $235 Shares 2,826 Est. Cost $85.78 Unrealized
VZ VERIZON COMMUNICATN 0.2%
Value ($000) $229 Shares 4,555 Est. Cost $31.99 Unrealized +0.7%
VNQ VANGUARD REAL ESTATE 0.2%
Value ($000) $228 Shares 2,798 Est. Cost $82.97 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $219 Shares 1,125 Est. Cost $141.67 Unrealized +9.4%
AMZN AMAZON COM INC 0.2%
Value ($000) $219 Shares 129 Est. Cost $65.15 Unrealized +21.8%
WPC W.P. CAREY INC. 0.2%
Value ($000) $218 Shares 3,285 Est. Cost $68.80 Unrealized
NUVEEN MUNICIPAL CREDIT 0.2%
Value ($000) $215 Shares 15,000 Est. Cost $14.33 Unrealized
BLACKROCK MUNICIPAL INCO 0.2%
Value ($000) $214 Shares 15,000 Est. Cost $14.27 Unrealized
KKR & CO LP LP 0.2%
Value ($000) $209 Shares 8,410 Est. Cost $21.36 Unrealized
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $203 Shares 7,071 Est. Cost $21.50 Unrealized +10.0%
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $191 Shares 1,229 Est. Cost $148.09 Unrealized
GERN GERON CORP 0.2%
Value ($000) $178 Shares 52,000 Est. Cost $2.30 Unrealized +65.7%
VPU VANGUARD UTILITIES ETF 0.2%
Value ($000) $174 Shares 1,500 Est. Cost $114.67 Unrealized
XEL XCEL ENERGY INC 0.2%
Value ($000) $173 Shares 3,797 Est. Cost $37.07 Unrealized -4.4%
IWR ISHARES RUSSELL MID CAP 0.1%
Value ($000) $163 Shares 769 Est. Cost $208.06 Unrealized
NTNL OILWELL VAR 0.1%
Value ($000) $159 Shares 3,674 Est. Cost $36.06 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $158 Shares 645 Est. Cost $188.28 Unrealized +12.7%
XLV SELECT SECTOR HEALTH 0.1%
Value ($000) $155 Shares 1,861 Est. Cost $83.29 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $155 Shares 4,100 Est. Cost $37.80 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $151 Shares 1,820 Est. Cost $57.12 Unrealized -1.7%
CANADIAN PAC RAILWAY F 0.1%
Value ($000) $146 Shares 800 Est. Cost $182.50 Unrealized
SON SONOCO PRODUCTS CO 0.1%
Value ($000) $143 Shares 2,726 Est. Cost $39.65 Unrealized -0.3%
MCD MC DONALDS CORP 0.1%
Value ($000) $142 Shares 903 Est. Cost $138.48 Unrealized -2.1%
IAT ISHARES US REGIONAL BANKS ETF 0.1%
Value ($000) $141 Shares 2,865 Est. Cost $49.21 Unrealized
HGV HILTON GRAND VACATIO 0.1%
Value ($000) $141 Shares 4,061 Est. Cost $40.68 Unrealized -0.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $124 Shares 1,174 Est. Cost $87.32 Unrealized -9.1%
EOG EOG RESOURCES INC 0.1%
Value ($000) $124 Shares 1,000 Est. Cost $75.40 Unrealized +15.7%
BP BP PLC F 0.1%
Value ($000) $116 Shares 2,550 Est. Cost $42.13 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $116 Shares 1,670 Est. Cost $39.65 Unrealized +30.6%
XLE ENERGY SELECT SECTOR 0.1%
Value ($000) $115 Shares 1,515 Est. Cost $75.82 Unrealized
EPD ENTERPRISE PRODS PART LP 0.1%
Value ($000) $111 Shares 4,000 Est. Cost $27.75 Unrealized
BUCKEYE PARTNERS L P LP 0.1%
Value ($000) $105 Shares 3,000 Est. Cost $35.00 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $104 Shares 830 Est. Cost $127.82 Unrealized
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $104 Shares 6,000 Est. Cost $10.39 Unrealized 0.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $100 Shares 1,767 Est. Cost $36.64 Unrealized -12.1%
AMGN AMGEN INC. 0.1%
Value ($000) $100 Shares 540 Est. Cost $139.08 Unrealized +0.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $95 Shares 2,200 Est. Cost $43.18 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $95 Shares 700 Est. Cost $104.33 Unrealized +20.8%
AEGON N V F 0.1%
Value ($000) $91 Shares 15,308 Est. Cost $6.32 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $90 Shares 432 Est. Cost $154.45 Unrealized +15.1%
T A T & T INC 0.1%
Value ($000) $89 Shares 2,766 Est. Cost $15.12 Unrealized -3.9%
SYK STRYKER CORP 0.1%
Value ($000) $88 Shares 520 Est. Cost $139.59 Unrealized +10.9%
JOHN HANCOCK MLTIFCTR HLTHCRE ETF 0.1%
Value ($000) $86 Shares 2,670 Est. Cost $32.21 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $84 Shares 3,250 Est. Cost $18.22 Unrealized 0.0%
JOHN HANCOCK MLTIFCTR FNANCLS ETF 0.1%
Value ($000) $81 Shares 2,228 Est. Cost $36.36 Unrealized
PFE PFIZER INCORPORATED 0.1%
Value ($000) $79 Shares 2,164 Est. Cost $23.80 Unrealized +2.1%
NKE NIKE INC 0.1%
Value ($000) $78 Shares 975 Est. Cost $53.27 Unrealized +19.8%
MDT MEDTRONIC PLC F 0.1%
Value ($000) $64 Shares 750 Est. Cost $67.32 Unrealized +1.8%
VHT VANGUARD HEALTH CARE 0.1%
Value ($000) $64 Shares 400 Est. Cost $155.00 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $63 Shares 1,041 Est. Cost $49.25 Unrealized +7.9%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.1%
Value ($000) $61 Shares 2,500 Est. Cost $18.80 Unrealized
FIS FIDELITY NATL INFO 0.0%
Value ($000) $56 Shares 528 Est. Cost $81.15 Unrealized +9.0%
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $56 Shares 1,340 Est. Cost $48.55 Unrealized -13.2%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $56 Shares 500 Est. Cost $80.05 Unrealized +1.5%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $56 Shares 600 Est. Cost $74.34 Unrealized -6.2%
MRK MERCK & CO INC 0.0%
Value ($000) $56 Shares 917 Est. Cost $43.00 Unrealized +3.5%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $55 Shares 225 Est. Cost $175.52 Unrealized +34.8%
VTR VENTAS INC 0.0%
Value ($000) $54 Shares 950 Est. Cost $37.43 Unrealized +1.4%
DOMTAR CORPORATION F 0.0%
Value ($000) $53 Shares 1,100 Est. Cost $49.09 Unrealized
UPS UNITED PARCEL SRVC CLASS B 0.0%
Value ($000) $53 Shares 500 Est. Cost $85.86 Unrealized -2.5%
RF REGIONS FINL CO 0.0%
Value ($000) $53 Shares 3,000 Est. Cost $13.80 Unrealized 0.0%
SYY SYSCO CORPORATION 0.0%
Value ($000) $53 Shares 780 Est. Cost $45.82 Unrealized +14.1%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $53 Shares 1,930 Est. Cost $18.46 Unrealized +8.5%
IP INTERNATIONAL PAPER 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $37.59 Unrealized -3.3%
CONTINENTAL RESOURCE 0.0%
Value ($000) $52 Shares 800 Est. Cost $52.50 Unrealized
WEC W E C ENERGY GROUP I 0.0%
Value ($000) $52 Shares 811 Est. Cost $48.22 Unrealized +1.1%
CSCO CISCO SYSTEMS INC 0.0%
Value ($000) $51 Shares 1,175 Est. Cost $29.99 Unrealized +15.9%
AVON PRODUCTS INC 0.0%
Value ($000) $50 Shares 31,053 Est. Cost $2.15 Unrealized
MAIN MAIN STREET CAPITAL 0.0%
Value ($000) $49 Shares 1,300 Est. Cost $37.46 Unrealized +1.6%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $49 Shares 600 Est. Cost $72.11 Unrealized +0.8%
HLTHCARE TR OF AMER 0.0%
Value ($000) $49 Shares 1,800 Est. Cost $26.67 Unrealized
CELGENE CORP 0.0%
Value ($000) $48 Shares 600 Est. Cost $104.57 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $46 Shares 625 Est. Cost $68.12 Unrealized -0.2%
AMAT APPLIED MATERIALS 0.0%
Value ($000) $46 Shares 998 Est. Cost $49.42 Unrealized -4.4%
BHF BRIGHTHOUSE FINANCIA 0.0%
Value ($000) $45 Shares 1,111 Est. Cost $59.17 Unrealized -18.7%
HOSTESS BRANDS INC 0.0%
Value ($000) $45 Shares 3,335 Est. Cost $14.81 Unrealized
XHR XENIA HOTELS & RESOR 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $21.69 Unrealized
AWR AMERICAN STATES WTR 0.0%
Value ($000) $43 Shares 750 Est. Cost $47.02 Unrealized +2.2%
UNILEVER PLC F 0.0%
Value ($000) $41 Shares 750 Est. Cost $56.00 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $41 Shares 300 Est. Cost $121.90 Unrealized +3.8%
LW LAMB WESTON HOLDINGS 0.0%
Value ($000) $40 Shares 583 Est. Cost $46.74 Unrealized +24.9%
DOWDUPONT INC 0.0%
Value ($000) $40 Shares 602 Est. Cost $67.25 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $40 Shares 300 Est. Cost $138.21 Unrealized -11.3%
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $39 Shares 575 Est. Cost $51.22 Unrealized +7.5%
META FACEBOOK INC 0.0%
Value ($000) $38 Shares 193 Est. Cost $175.66 Unrealized +2.2%
GOOG ALPHABET INC. 0.0%
Value ($000) $36 Shares 32 Est. Cost $50.73 Unrealized +5.7%
DHR DANAHER CORP 0.0%
Value ($000) $35 Shares 350 Est. Cost $78.23 Unrealized +9.9%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $34 Shares 950 Est. Cost $26.10 Unrealized +6.0%
CCL CARNIVAL CORP F 0.0%
Value ($000) $32 Shares 550 Est. Cost $60.75 Unrealized -3.0%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $32 Shares 433 Est. Cost $55.78 Unrealized +10.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $32 Shares 650 Est. Cost $47.55 Unrealized +1.1%
DE DEERE & CO 0.0%
Value ($000) $31 Shares 224 Est. Cost $123.74 Unrealized +6.1%
GOOGL ALPHABET INC. 0.0%
Value ($000) $30 Shares 27 Est. Cost $51.38 Unrealized +5.1%
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $29 Shares 300 Est. Cost $86.96 Unrealized -6.2%
RAYTHEON COMPANY 0.0%
Value ($000) $29 Shares 150 Est. Cost $211.11 Unrealized
PIONEER NATURAL RES 0.0%
Value ($000) $28 Shares 150 Est. Cost $173.33 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $28 Shares 200 Est. Cost $128.80 Unrealized -4.8%
NFLX NETFLIX INC 0.0%
Value ($000) $27 Shares 70 Est. Cost $29.18 Unrealized +16.8%
SCANA CORPORATION 0.0%
Value ($000) $26 Shares 679 Est. Cost $39.76 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $25 Shares 105 Est. Cost $5.17 Unrealized +16.2%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $24 Shares 300 Est. Cost $62.65 Unrealized -9.9%
CHTR CHARTER COMMUNICATN 0.0%
Value ($000) $24 Shares 81 Est. Cost $339.74 Unrealized -15.4%
CLX CLOROX COMPANY 0.0%
Value ($000) $23 Shares 170 Est. Cost $107.21 Unrealized -7.8%
LIBERTY MEDIA CORP SERIES C LIBERTY SIRIUS XM 0.0%
Value ($000) $23 Shares 512 Est. Cost $39.06 Unrealized
ALLETE INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $74.21 Unrealized
STZ CONSTELLATION BRAND 0.0%
Value ($000) $22 Shares 100 Est. Cost $194.12 Unrealized +2.9%
CVX CHEVRON CORPORATION 0.0%
Value ($000) $21 Shares 170 Est. Cost $83.68 Unrealized +6.5%
IBM IBM CORP 0.0%
Value ($000) $21 Shares 150 Est. Cost $102.11 Unrealized -2.1%
DIS WALT DISNEY CO 0.0%
Value ($000) $21 Shares 196 Est. Cost $99.07 Unrealized -1.9%
ROYAL DUTCH SHELL F 0.0%
Value ($000) $21 Shares 300 Est. Cost $66.88 Unrealized
WMB WESTROCK CO 0.0%
Value ($000) $21 Shares 390 Est. Cost $17.40 Unrealized -0.8%
ALLERGAN PLC F 0.0%
Value ($000) $20 Shares 120 Est. Cost $166.67 Unrealized
HESS CORPORATION 0.0%
Value ($000) $20 Shares 300 Est. Cost $46.67 Unrealized
DIEBOLD NIXDORF INC 0.0%
Value ($000) $19 Shares 1,560 Est. Cost $16.31 Unrealized
ENERGEN CORP 0.0%
Value ($000) $18 Shares 250 Est. Cost $56.00 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $18 Shares 350 Est. Cost $42.12 Unrealized +18.3%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $18 Shares 475 Est. Cost $27.28 Unrealized +8.0%
WYNDHAM WORLDWIDE CO 0.0%
Value ($000) $18 Shares 402 Est. Cost $44.78 Unrealized
GLW CORNING INC 0.0%
Value ($000) $17 Shares 600 Est. Cost $25.11 Unrealized -10.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $17 Shares 120 Est. Cost $115.78 Unrealized -1.9%
MLM MARTIN MARIETTA MATR 0.0%
Value ($000) $17 Shares 75 Est. Cost $204.42 Unrealized -1.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $17 Shares 200 Est. Cost $73.49 Unrealized +0.3%
CARLYLE GROUP LP 0.0%
Value ($000) $16 Shares 750 Est. Cost $22.67 Unrealized
XLK TECHNOLOGY SELECT SECTOR 0.0%
Value ($000) $16 Shares 237 Est. Cost $67.51 Unrealized
KRE SPDR S&P REGIONAL 0.0%
Value ($000) $16 Shares 258 Est. Cost $58.14 Unrealized
ACTIVISION BLIZZARD 0.0%
Value ($000) $15 Shares 200 Est. Cost $65.00 Unrealized
VIACOM INC CLASS B 0.0%
Value ($000) $15 Shares 500 Est. Cost $30.00 Unrealized
VWO VANGUARD FTSE EMERGING 0.0%
Value ($000) $15 Shares 367 Est. Cost $46.70 Unrealized
EXAS EXACT SCIENCES CORPO 0.0%
Value ($000) $14 Shares 228 Est. Cost $53.39 Unrealized +0.8%
ALLEGHANY CORP DEL 0.0%
Value ($000) $14 Shares 25 Est. Cost $595.65 Unrealized
GOVERNMENT PROPERTIE 0.0%
Value ($000) $13 Shares 800 Est. Cost $18.75 Unrealized
FISV FISERV INC 0.0%
Value ($000) $13 Shares 170 Est. Cost $67.45 Unrealized +7.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $13 Shares 75 Est. Cost $31.70 Unrealized +5.4%
ESPR ESPERION THERAPEUTIC 0.0%
Value ($000) $12 Shares 300 Est. Cost $53.84 Unrealized -6.2%
XLY SPDR FUND CONSUMER 0.0%
Value ($000) $12 Shares 107 Est. Cost $102.80 Unrealized
WH WYNDHAM HOTELS & RESORTS 0.0%
Value ($000) $12 Shares 202 Est. Cost $60.97 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $11 Shares 75 Est. Cost $114.77 Unrealized -0.8%
UNILEVER N V F 0.0%
Value ($000) $11 Shares 200 Est. Cost $55.00 Unrealized
PNC PNC FINANCIAL SRVCS 0.0%
Value ($000) $11 Shares 80 Est. Cost $118.19 Unrealized -5.6%
KO THE COCA-COLA CO 0.0%
Value ($000) $11 Shares 241 Est. Cost $35.63 Unrealized -4.5%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $11 Shares 80 Est. Cost $102.15 Unrealized +15.3%
NXPI NXP SEMICONDUCTORS F 0.0%
Value ($000) $11 Shares 100 Est. Cost $102.65 Unrealized -4.6%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $11 Shares 225 Est. Cost $48.89 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $11 Shares 100 Est. Cost $95.16 Unrealized +13.0%
MU MICRON TECHNOLOGY 0.0%
Value ($000) $10 Shares 200 Est. Cost $43.37 Unrealized +21.7%
BA BOEING CO 0.0%
Value ($000) $10 Shares 30 Est. Cost $322.88 Unrealized +2.3%
TXT TEXTRON INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $63.87 Unrealized 0.0%
BABA ALIBABA GROUP HLDG F 0.0%
Value ($000) $10 Shares 55 Est. Cost $180.17 Unrealized
ALL ALLSTATE CORPORATION 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.71 Unrealized -1.4%
YUMC YUM CHINA HOLDINGS I 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.38 Unrealized -1.9%
D DOMINION ENERGY INC 0.0%
Value ($000) $8 Shares 120 Est. Cost $51.93 Unrealized -10.7%
GLAXOSMITHKLINE PLC F 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.24 Unrealized
XLI SELECT SECTOR INDUSTRIAL 0.0%
Value ($000) $8 Shares 111 Est. Cost $72.07 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $8 Shares 160 Est. Cost $45.55 Unrealized +3.8%
CHKP CHECK PT SOFTWARE F 0.0%
Value ($000) $8 Shares 80 Est. Cost $103.02 Unrealized -3.8%
L BRANDS INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $60.00 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $7 Shares 30 Est. Cost $199.05 Unrealized +8.7%
ENB ENBRIDGE INC F 0.0%
Value ($000) $7 Shares 200 Est. Cost $22.56 Unrealized -12.3%
WADDELL & REED FINL 0.0%
Value ($000) $7 Shares 400 Est. Cost $22.29 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $48.24 Unrealized +27.6%
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $7 Shares 40 Est. Cost $181.99 Unrealized -5.4%
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $7 Shares 75 Est. Cost $80.00 Unrealized
AKAM AKAMAI TECHNOLOGIES 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.35 Unrealized +35.5%
BMY BRISTOL-MYERS SQUIBB 0.0%
Value ($000) $6 Shares 100 Est. Cost $46.76 Unrealized -13.1%
NUE NUCOR CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.82 Unrealized +2.4%
PCY INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF 0.0%
Value ($000) $6 Shares 234 Est. Cost $25.64 Unrealized
TD AMERITRADE HLDGS 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $4 Shares 130 Est. Cost $30.77 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $4 Shares 37 Est. Cost $108.11 Unrealized
K L X INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
ASTERIAS BIOTHERAPEU 0.0%
Value ($000) $4 Shares 3,302 Est. Cost $2.05 Unrealized
DIA SPDR DOW JONES 0.0%
Value ($000) $3 Shares 14 Est. Cost $224.49 Unrealized
WESTPORT FUEL SYSTEM F 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.00 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $3 Shares 12 Est. Cost $250.00 Unrealized
ALLIANZGI CONV & INCOME 0.0%
Value ($000) $3 Shares 400 Est. Cost $7.50 Unrealized
SINCLAIR BROADCST GP 0.0%
Value ($000) $3 Shares 80 Est. Cost $28.91 Unrealized
TWI TITAN INTL INC DEL 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.99 Unrealized +4.4%
RAIL FREIGHTCAR AMERICA 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.26 Unrealized -10.9%
NSRGY NESTLE SA F 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.24 Unrealized
BWXT B W X TECHNOLOGIES I 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.59 Unrealized +10.8%
ENERGOUS CORP 0.0%
Value ($000) $3 Shares 170 Est. Cost $16.33 Unrealized
STM STMICROELECTRONICS F 0.0%
Value ($000) $3 Shares 115 Est. Cost $21.12 Unrealized
HAWAIIAN HOLDINGS 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
DIAMOND OFFSHR DRILL 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
FONR FONAR CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $27.88 Unrealized 0.0%
FTV FORTIVE CORPORATION 0.0%
Value ($000) $2 Shares 32 Est. Cost $44.30 Unrealized +4.5%
CMCSA COMCAST CORPORATION 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.68 Unrealized -12.5%
CGNX COGNEX CORP 0.0%
Value ($000) $2 Shares 37 Est. Cost $59.41 Unrealized -25.6%
CARS CARS COM INC 0.0%
Value ($000) $2 Shares 70 Est. Cost $27.49 Unrealized 0.0%
BIOTIME INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
BARNES & NOBLE EDUCA 0.0%
Value ($000) $2 Shares 400 Est. Cost $7.50 Unrealized
PIPR PIPER JAFFRAY COS 0.0%
Value ($000) $2 Shares 26 Est. Cost $72.11 Unrealized +8.6%
TUPPERWARE BRANDS CO 0.0%
Value ($000) $2 Shares 47 Est. Cost $42.55 Unrealized
AETNA INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
CRSP CRISPR THERAPEUTICS F 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.97 Unrealized 0.0%
BWEN BROADWIND ENERGY 0.0%
Value ($000) $1 Shares 370 Est. Cost $2.43 Unrealized +7.1%
VEA VANGUARD FTSE DEVELOPED 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
HIMX HIMAX TECHNOLOGIES F 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
SIRIUS XM HLDGS INC 0.0%
Value ($000) $1 Shares 80 Est. Cost $12.50 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $1 Shares 125 Est. Cost $8.01 Unrealized -3.4%
MOMO INC F 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
TLT ISHARES 20 PLS YEAR 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
SHOP SHOPIFY INC F CLASS A 0.0%
Value ($000) $1 Shares 10 Est. Cost $14.15 Unrealized 0.0%
VERITIV CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
ONEQ FIDELITY NASDAQ 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
HPE HEWLETT PACKARD ENTE 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.05 Unrealized +17.8%
IGIB ISHARES INTERM CREDIT 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
GLOBALSCAPE INC 0.0%
Value ($000) $1 Shares 330 Est. Cost $3.03 Unrealized
ONCOCYTE CORP 00500 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
LIBERTY MEDIA CORP SERIES A LIBERTY MEDIA 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MICROBOT MEDICAL INC 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
MICRO FOCUS INTERNTNL F UNSPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
IGE ISHARES NORTH AMER NATL RES ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
CYPRESS SEMICONDUCTR 0.0%
Value ($000) $0 Shares 30 Est. Cost $33.33 Unrealized
DXC D X C TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.10 Unrealized 0.0%
LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LIBERTY MEDIA CORP SERIES A LIBERTY SIRIUS XM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
BMO BANK OF MONTREAL F 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.33 Unrealized 0.0%
PERSPECTA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized