ISTHMUS PARTNERS, LLC Diversified Active

CIK: 0001639666 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $396,576 (100.0% shares, 0.0% debt)

Holdings (282)

MSFT MICROSOFT CORP 2.5%
Value ($000) $9,900 Shares 86,558 Est. Cost $39.82 Unrealized +153.2%
IQV IQVIA HOLDINGS INC 2.3%
Value ($000) $9,302 Shares 71,694 Est. Cost $101.80 Unrealized +18.0%
KEYS KEYSIGHT TECHNOLOGIES INC 2.3%
Value ($000) $9,255 Shares 139,632 Est. Cost $25.09 Unrealized +147.3%
ABT ABBOTT LABS COM 2.3%
Value ($000) $9,100 Shares 124,047 Est. Cost $36.45 Unrealized +58.7%
ADP AUTO DATA PROCESSING 2.3%
Value ($000) $9,053 Shares 60,092 Est. Cost $63.60 Unrealized +90.0%
EXPRESS SCRIPTS HOLDINGS 2.2%
Value ($000) $8,783 Shares 92,438 Est. Cost $80.93 Unrealized
QCOM QUALCOMM INC 2.2%
Value ($000) $8,753 Shares 121,517 Est. Cost $45.25 Unrealized +20.7%
SYY SYSCO CORP 2.2%
Value ($000) $8,694 Shares 118,696 Est. Cost $28.87 Unrealized +105.3%
CSCO CISCO SYSTEMS INC 2.2%
Value ($000) $8,690 Shares 178,618 Est. Cost $18.36 Unrealized +96.3%
BDX BECTON DICKINSON & CO 2.2%
Value ($000) $8,670 Shares 33,219 Est. Cost $107.98 Unrealized +104.0%
ALSN ALLISON TRANSMISSION HLDGS INC 2.2%
Value ($000) $8,533 Shares 164,057 Est. Cost $32.54 Unrealized +28.1%
EMR EMERSON ELEC CO 2.1%
Value ($000) $8,509 Shares 111,118 Est. Cost $45.28 Unrealized +36.8%
GWW GRAINGER W W INC 2.1%
Value ($000) $8,352 Shares 23,367 Est. Cost $199.95 Unrealized +55.9%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $8,115 Shares 58,731 Est. Cost $77.41 Unrealized +39.6%
OII OCEANEERING INTL INC 2.0%
Value ($000) $7,993 Shares 289,608 Est. Cost $24.86 Unrealized +7.2%
ACN ACCENTURE PLC CL A F 2.0%
Value ($000) $7,899 Shares 46,409 Est. Cost $69.37 Unrealized +115.1%
MDT MEDTRONIC PLC 2.0%
Value ($000) $7,897 Shares 80,276 Est. Cost $59.02 Unrealized +29.3%
HRL HORMEL FOODS CORP 2.0%
Value ($000) $7,740 Shares 196,442 Est. Cost $27.65 Unrealized +14.2%
CONTINENTAL RESOURCE 1.9%
Value ($000) $7,595 Shares 111,240 Est. Cost $34.04 Unrealized
PYPL PAYPAL HOLDINGS INC COM 1.9%
Value ($000) $7,492 Shares 85,296 Est. Cost $36.04 Unrealized +143.8%
PPG PPG INDUSTRIES INC 1.8%
Value ($000) $7,330 Shares 67,168 Est. Cost $91.68 Unrealized +3.3%
ROK ROCKWELL AUTOMATION INC 1.8%
Value ($000) $7,311 Shares 38,987 Est. Cost $89.05 Unrealized +75.4%
CHRW C.H. ROBINSON WORLDWIDE, INC. 1.8%
Value ($000) $7,287 Shares 74,420 Est. Cost $54.82 Unrealized +43.5%
INTC INTEL CORP 1.8%
Value ($000) $7,265 Shares 153,616 Est. Cost $26.62 Unrealized +56.0%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $7,253 Shares 85,313 Est. Cost $57.31 Unrealized +1.5%
UPS UNITED PARCEL SVC INC 1.8%
Value ($000) $7,245 Shares 62,059 Est. Cost $78.31 Unrealized +12.9%
FLS FLOWSERVE CORP 1.8%
Value ($000) $7,150 Shares 130,746 Est. Cost $38.44 Unrealized +7.8%
KSS KOHLS CORP 1.8%
Value ($000) $7,098 Shares 95,208 Est. Cost $54.25 Unrealized +39.5%
BALL BALL CORPORATION 1.8%
Value ($000) $7,085 Shares 161,063 Est. Cost $33.24 Unrealized +12.7%
PSA PUBLIC STORAGE 1.7%
Value ($000) $6,940 Shares 34,420 Est. Cost $152.18 Unrealized +4.5%
A T & T INC 1.7%
Value ($000) $6,871 Shares 204,625 Est. Cost $35.59 Unrealized
FMC F M C CORP NEW 1.7%
Value ($000) $6,820 Shares 78,229 Est. Cost $33.31 Unrealized +84.9%
SMG SCOTTS MIRACLE GROUP 1.7%
Value ($000) $6,781 Shares 86,130 Est. Cost $63.71 Unrealized -5.4%
PNC PNC FINL SERVICES GP INC 1.7%
Value ($000) $6,747 Shares 49,538 Est. Cost $61.47 Unrealized +78.1%
BK BANK OF NY MELLON CP NEW 1.7%
Value ($000) $6,649 Shares 130,401 Est. Cost $32.09 Unrealized +33.1%
SLB SCHLUMBERGER LTD 1.7%
Value ($000) $6,590 Shares 108,169 Est. Cost $64.35 Unrealized -19.1%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $6,158 Shares 54,189 Est. Cost $78.91 Unrealized +9.7%
HANESBRANDS INC. 1.4%
Value ($000) $5,685 Shares 308,454 Est. Cost $22.14 Unrealized
LEA LEAR CORP 1.4%
Value ($000) $5,671 Shares 39,107 Est. Cost $165.88 Unrealized -11.3%
CELGENE CORP 1.4%
Value ($000) $5,356 Shares 59,851 Est. Cost $108.40 Unrealized
EBAY EBAY INC 1.2%
Value ($000) $4,914 Shares 148,808 Est. Cost $21.56 Unrealized +43.0%
BED BATH BEYOND INC 1.2%
Value ($000) $4,850 Shares 323,316 Est. Cost $21.33 Unrealized
SPTM SPDR TOTAL STOCK MARKET ETF 0.8%
Value ($000) $3,138 Shares 86,675 Est. Cost $33.21 Unrealized
HELIUS MEDICAL TECHN 0.5%
Value ($000) $2,141 Shares 218,661 Est. Cost $9.87 Unrealized
LIGAND PHARMA 0.4%
Value ($000) $1,694 Shares 6,172 Est. Cost $107.03 Unrealized
FOX FACTORY HOLDING 0.4%
Value ($000) $1,656 Shares 23,635 Est. Cost $15.81 Unrealized
EXPONENT INC 0.4%
Value ($000) $1,614 Shares 30,115 Est. Cost $53.60 Unrealized
IT GARTNER INC 0.4%
Value ($000) $1,465 Shares 9,245 Est. Cost $83.96 Unrealized +72.7%
TNC TENNANT COMPANY 0.4%
Value ($000) $1,465 Shares 19,290 Est. Cost $53.43 Unrealized +31.5%
GMED GLOBUS MEDICAL, INC. 0.4%
Value ($000) $1,441 Shares 25,386 Est. Cost $24.54 Unrealized +114.4%
TTEK TETRA TECH INC 0.3%
Value ($000) $1,384 Shares 20,267 Est. Cost $10.68 Unrealized +24.0%
NRC NATIONAL RESEARCH 0.3%
Value ($000) $1,337 Shares 34,643 Est. Cost $17.03 Unrealized +122.6%
SUPN SUPERNUS PHARMACEUTICALS, INC. 0.3%
Value ($000) $1,244 Shares 24,700 Est. Cost $26.80 Unrealized +84.3%
SUN HYDRAULICS INC 0.3%
Value ($000) $1,239 Shares 22,616 Est. Cost $38.22 Unrealized
PGT INNOVATIONS, INC 0.3%
Value ($000) $1,200 Shares 55,539 Est. Cost $17.66 Unrealized
INSTEEL INDUSTRIES 0.3%
Value ($000) $1,196 Shares 33,332 Est. Cost $28.32 Unrealized
CHASE CORP 0.3%
Value ($000) $1,188 Shares 9,887 Est. Cost $59.07 Unrealized
GBX GREENBRIER COMPANIES INC 0.3%
Value ($000) $1,179 Shares 19,625 Est. Cost $35.02 Unrealized +31.1%
ECHO GLOBAL LOGISTIC 0.3%
Value ($000) $1,152 Shares 37,221 Est. Cost $24.79 Unrealized
NVEC N V E CORPORATION 0.3%
Value ($000) $1,149 Shares 10,856 Est. Cost $67.70 Unrealized +70.2%
BIOSPECIFICS TECH CO 0.3%
Value ($000) $1,142 Shares 19,525 Est. Cost $40.86 Unrealized
INDB INDEPENDENT BANK CO 0.3%
Value ($000) $1,141 Shares 13,819 Est. Cost $30.08 Unrealized +130.9%
CMCO COLUMBUS MCKINNON CO 0.3%
Value ($000) $1,139 Shares 28,817 Est. Cost $22.53 Unrealized +74.1%
PRSU VIAD CORP 0.3%
Value ($000) $1,110 Shares 18,735 Est. Cost $53.30 Unrealized +9.3%
RLI R L I CORP 0.3%
Value ($000) $1,108 Shares 14,101 Est. Cost $17.30 Unrealized +69.8%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $1,106 Shares 6,792 Est. Cost $88.53 Unrealized +44.3%
TCX TUCOWS INC 0.3%
Value ($000) $1,085 Shares 19,466 Est. Cost $28.11 Unrealized +103.9%
SRCE FIRST SOURCE CORP 0.3%
Value ($000) $1,062 Shares 20,180 Est. Cost $34.56 Unrealized
TILE INTERFACE INC 0.3%
Value ($000) $1,043 Shares 44,647 Est. Cost $17.18 Unrealized +35.1%
UTMD UTAH MEDICAL PRODUCT 0.3%
Value ($000) $1,036 Shares 11,003 Est. Cost $59.74 Unrealized +59.9%
DORM DORMAN PRODUCTS INC 0.3%
Value ($000) $1,024 Shares 13,312 Est. Cost $50.71 Unrealized +50.7%
AMERISAFE INC 0.2%
Value ($000) $982 Shares 15,853 Est. Cost $60.79 Unrealized
CCBG CAPITAL CITY BANK GP 0.2%
Value ($000) $979 Shares 41,930 Est. Cost $16.98 Unrealized +20.8%
SYNA SYNAPTICS INCORPORATED 0.2%
Value ($000) $978 Shares 21,443 Est. Cost $45.05 Unrealized +5.6%
PLCE CHILDREN'S PLACE, INC. 0.2%
Value ($000) $971 Shares 7,601 Est. Cost $125.26 Unrealized +2.0%
PLXS PLEXUS CORP 0.2%
Value ($000) $960 Shares 16,405 Est. Cost $40.79 Unrealized +50.0%
VAREX IMAGING CORPOR 0.2%
Value ($000) $960 Shares 33,508 Est. Cost $33.59 Unrealized
MTW MANITOWOC COMPANY 0.2%
Value ($000) $952 Shares 39,682 Est. Cost $34.52 Unrealized -29.1%
PG PROCTER & GAMBLE 0.2%
Value ($000) $938 Shares 11,267 Est. Cost $65.04 Unrealized +4.2%
ZD J2 GLOBAL INC 0.2%
Value ($000) $937 Shares 11,306 Est. Cost $73.29 Unrealized -0.1%
AMN AMN HEALTHCARE SERVICES, INC. 0.2%
Value ($000) $928 Shares 16,959 Est. Cost $48.97 Unrealized +16.9%
PLANTRONICS INC 0.2%
Value ($000) $922 Shares 15,288 Est. Cost $52.24 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $921 Shares 460 Est. Cost $36.82 Unrealized +155.4%
INN SUMMIT HOTEL PROPERTIES INC 0.2%
Value ($000) $921 Shares 68,043 Est. Cost $13.92 Unrealized
SYKES ENTERPRISES 0.2%
Value ($000) $919 Shares 30,137 Est. Cost $24.48 Unrealized
NORTHERN OIL AND GAS 0.2%
Value ($000) $912 Shares 228,103 Est. Cost $3.22 Unrealized
ACTUANT CORP CLASS A 0.2%
Value ($000) $906 Shares 32,472 Est. Cost $24.85 Unrealized
NIC INC. 0.2%
Value ($000) $905 Shares 61,160 Est. Cost $16.61 Unrealized
IBERIABANK CORP 0.2%
Value ($000) $874 Shares 10,738 Est. Cost $66.33 Unrealized
UMBF U M B FINANCIAL CORP 0.2%
Value ($000) $868 Shares 12,248 Est. Cost $57.78 Unrealized +30.0%
INOVALON HOLDINGS, INC. 0.2%
Value ($000) $862 Shares 85,814 Est. Cost $13.75 Unrealized
KMG CHEMICALS INC 0.2%
Value ($000) $860 Shares 11,388 Est. Cost $20.50 Unrealized
COLLECTORS UNIVERSE 0.2%
Value ($000) $832 Shares 56,224 Est. Cost $16.10 Unrealized
S R C ENERGY INC 0.2%
Value ($000) $805 Shares 90,546 Est. Cost $8.49 Unrealized
ANIK ANIKA THERAPEUTICS 0.2%
Value ($000) $796 Shares 18,866 Est. Cost $39.16 Unrealized +0.9%
HY HYSTER-YALE MH CLASS A 0.2%
Value ($000) $761 Shares 12,365 Est. Cost $51.22 Unrealized 0.0%
USB U S BANCORP 0.2%
Value ($000) $745 Shares 14,113 Est. Cost $29.89 Unrealized +30.9%
NSSC NAPCO SECURITY TECHNOLOGIES, INC. 0.2%
Value ($000) $699 Shares 46,744 Est. Cost $7.40 Unrealized +0.9%
G P STRATEGIES CORP 0.2%
Value ($000) $694 Shares 41,160 Est. Cost $24.48 Unrealized
CULP CULP INC 0.2%
Value ($000) $690 Shares 28,498 Est. Cost $20.31 Unrealized +8.7%
NEXTERA ENERGY INC 0.2%
Value ($000) $664 Shares 3,959 Est. Cost $104.83 Unrealized
MCS MARCUS CORPORATION 0.2%
Value ($000) $650 Shares 15,467 Est. Cost $31.52 Unrealized +20.4%
BA BOEING CO 0.2%
Value ($000) $649 Shares 1,744 Est. Cost $110.66 Unrealized +206.4%
IRIX IRIDEX CORP 0.2%
Value ($000) $624 Shares 98,239 Est. Cost $9.65 Unrealized -23.0%
VERA BRADLEY INC 0.1%
Value ($000) $550 Shares 36,059 Est. Cost $13.29 Unrealized
EXACT SCIENCES CORP 0.1%
Value ($000) $520 Shares 6,585 Est. Cost $15.44 Unrealized
MA COM TECH SOLUTN 0.1%
Value ($000) $513 Shares 24,892 Est. Cost $37.81 Unrealized
TIVITY HEALTH, INC. 0.1%
Value ($000) $495 Shares 15,383 Est. Cost $32.18 Unrealized
ISHARES CORE MSCI TOTAL INTL STOCK ETF 0.1%
Value ($000) $452 Shares 7,490 Est. Cost $62.87 Unrealized
DUKE ENERGY CORP 0.1%
Value ($000) $436 Shares 5,448 Est. Cost $73.65 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $418 Shares 7,209 Est. Cost $8.34 Unrealized +41.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $394 Shares 2,586 Est. Cost $73.34 Unrealized +64.3%
SO SOUTHERN COMPANY 0.1%
Value ($000) $308 Shares 7,065 Est. Cost $29.63 Unrealized +15.7%
AAPL APPLE INC 0.1%
Value ($000) $289 Shares 1,279 Est. Cost $29.57 Unrealized +66.6%
J P MORGAN CHASE & CO 0.1%
Value ($000) $271 Shares 2,403 Est. Cost $80.67 Unrealized
MGE ENERGY INC 0.1%
Value ($000) $263 Shares 4,126 Est. Cost $47.34 Unrealized
ASB ASSOCIATED BANC CORP 0.1%
Value ($000) $261 Shares 10,053 Est. Cost $12.62 Unrealized +62.6%
FRANCESCAS HOLDINGS 0.1%
Value ($000) $245 Shares 66,037 Est. Cost $11.98 Unrealized
MERCK & CO INC 0.1%
Value ($000) $241 Shares 3,397 Est. Cost $56.86 Unrealized
HOUSTON WIRE & CABLE 0.1%
Value ($000) $239 Shares 31,034 Est. Cost $6.89 Unrealized
3M CO 0.1%
Value ($000) $230 Shares 1,092 Est. Cost $174.26 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value ($000) $207 Shares 1,280 Est. Cost $114.50 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $199 Shares 3,205 Est. Cost $38.91 Unrealized +15.6%
ECL ECOLAB INC 0.0%
Value ($000) $189 Shares 1,206 Est. Cost $109.87 Unrealized +24.7%
MKC MC CORMICK & CO INC 0.0%
Value ($000) $186 Shares 1,415 Est. Cost $36.78 Unrealized +45.8%
CVX CHEVRON CORP 0.0%
Value ($000) $183 Shares 1,493 Est. Cost $73.14 Unrealized +20.2%
DOV DOVER CORP 0.0%
Value ($000) $177 Shares 2,000 Est. Cost $50.83 Unrealized +45.2%
RPM RPM INTERNTNL 0.0%
Value ($000) $169 Shares 2,609 Est. Cost $46.53 Unrealized +38.4%
AMGN AMGEN INC. 0.0%
Value ($000) $166 Shares 800 Est. Cost $117.15 Unrealized +34.3%
IBM IBM CORP 0.0%
Value ($000) $162 Shares 1,072 Est. Cost $100.83 Unrealized +0.4%
VERIZON COMMUNICATN 0.0%
Value ($000) $158 Shares 2,961 Est. Cost $46.43 Unrealized
ALPHABET INC. CLASS A 0.0%
Value ($000) $158 Shares 131 Est. Cost $794.72 Unrealized
ABBVIE INC 0.0%
Value ($000) $153 Shares 1,613 Est. Cost $68.90 Unrealized
CBSH COMMERCE BANCSHARES INC MISSOURI 0.0%
Value ($000) $153 Shares 2,324 Est. Cost $25.63 Unrealized +76.8%
ALTRIA GROUP INC 0.0%
Value ($000) $146 Shares 2,422 Est. Cost $60.38 Unrealized
FIDELITY NATL INFO 0.0%
Value ($000) $139 Shares 1,277 Est. Cost $67.12 Unrealized
COMCAST CORP CLASS A 0.0%
Value ($000) $138 Shares 3,899 Est. Cost $45.34 Unrealized
TRANSOCEAN INC NEW F 0.0%
Value ($000) $135 Shares 9,655 Est. Cost $18.33 Unrealized
DNP SELECT INCOME CF 0.0%
Value ($000) $130 Shares 11,722 Est. Cost $9.30 Unrealized
DOMINION ENERGY INC 0.0%
Value ($000) $127 Shares 1,802 Est. Cost $70.57 Unrealized
ALPHABET INC. CLASS C 0.0%
Value ($000) $127 Shares 106 Est. Cost $1012.51 Unrealized
HSIC SCHEIN HENRY INC 0.0%
Value ($000) $124 Shares 1,460 Est. Cost $58.99 Unrealized +5.6%
BROOKFIELD INFRASTRUC LP 0.0%
Value ($000) $120 Shares 3,000 Est. Cost $39.22 Unrealized
MCD MC DONALDS CORP 0.0%
Value ($000) $119 Shares 714 Est. Cost $77.65 Unrealized +73.6%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $112 Shares 1,400 Est. Cost $47.48 Unrealized +31.7%
ACUITY BRANDS INC 0.0%
Value ($000) $110 Shares 700 Est. Cost $140.23 Unrealized
GD GENERAL DYNAMICS CO 0.0%
Value ($000) $102 Shares 500 Est. Cost $107.02 Unrealized +54.5%
PII POLARIS INDUSTRIES 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $86.74 Unrealized +28.7%
FACEBOOK INC CLASS A 0.0%
Value ($000) $97 Shares 587 Est. Cost $122.78 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $96 Shares 2,221 Est. Cost $44.12 Unrealized
HOG HARLEY DAVIDSON INC 0.0%
Value ($000) $91 Shares 2,004 Est. Cost $64.57 Unrealized -32.8%
BMO BANK OF MONTREAL F 0.0%
Value ($000) $90 Shares 1,096 Est. Cost $45.59 Unrealized +29.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $85 Shares 1,499 Est. Cost $44.74 Unrealized +0.7%
COSTCO WHOLESALE CO 0.0%
Value ($000) $83 Shares 355 Est. Cost $217.27 Unrealized
KEYUF KEYERA CORP 0.0%
Value ($000) $80 Shares 3,028 Est. Cost $18.65 Unrealized -3.3%
O REILLY AUTOMOTIVE 0.0%
Value ($000) $80 Shares 230 Est. Cost $278.26 Unrealized
TESARO INC 0.0%
Value ($000) $78 Shares 2,000 Est. Cost $37.00 Unrealized
BRK/B BERKSHIRE HATHAWAY CLASS B 0.0%
Value ($000) $77 Shares 360 Est. Cost $205.18 Unrealized 0.0%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $32.37 Unrealized +100.6%
FISV FISERV INC 0.0%
Value ($000) $74 Shares 898 Est. Cost $51.07 Unrealized +53.7%
SPDR S&P 500 ETF 0.0%
Value ($000) $74 Shares 254 Est. Cost $263.78 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $68 Shares 1,550 Est. Cost $24.20 Unrealized +14.3%
VARIAN MEDICAL SYSTEMS 0.0%
Value ($000) $66 Shares 588 Est. Cost $86.51 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $62 Shares 570 Est. Cost $88.03 Unrealized 0.0%
TE CONNECTIVITY LTD F 0.0%
Value ($000) $62 Shares 705 Est. Cost $76.94 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $60 Shares 1,400 Est. Cost $35.55 Unrealized -1.6%
MONSTER BEVERAGE CORPORA 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $77.78 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $57 Shares 350 Est. Cost $74.22 Unrealized +103.1%
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $56 Shares 645 Est. Cost $86.82 Unrealized
ROYAL DUTCH SHELL F SPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $55 Shares 800 Est. Cost $67.28 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $55 Shares 1,348 Est. Cost $34.87 Unrealized +15.9%
PRAXAIR INC 0.0%
Value ($000) $55 Shares 340 Est. Cost $161.76 Unrealized
AEP AMER ELECTRIC PWR CO 0.0%
Value ($000) $54 Shares 755 Est. Cost $40.11 Unrealized +36.8%
HD HOME DEPOT INC 0.0%
Value ($000) $54 Shares 259 Est. Cost $149.93 Unrealized +12.0%
UNITI GROUP INC 0.0%
Value ($000) $53 Shares 2,655 Est. Cost $25.99 Unrealized
VERTEX PHARMACEUTICA 0.0%
Value ($000) $53 Shares 273 Est. Cost $115.38 Unrealized
CONCHO RESOURCES INC 0.0%
Value ($000) $53 Shares 350 Est. Cost $137.14 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $53 Shares 201 Est. Cost $133.63 Unrealized
EVERSOURCE ENERGY 0.0%
Value ($000) $51 Shares 829 Est. Cost $50.66 Unrealized
EVERCORE INC CLASS A 0.0%
Value ($000) $50 Shares 500 Est. Cost $53.33 Unrealized
DE DEERE & CO 0.0%
Value ($000) $50 Shares 332 Est. Cost $70.62 Unrealized +82.1%
LNC LINCOLN NTNL CO 0.0%
Value ($000) $47 Shares 700 Est. Cost $35.31 Unrealized +34.7%
PGR PROGRESSIVE CO OHIO 0.0%
Value ($000) $47 Shares 665 Est. Cost $50.74 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $47 Shares 1,700 Est. Cost $16.23 Unrealized +38.8%
AFL AFLAC INC 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $30.66 Unrealized +25.5%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $46 Shares 326 Est. Cost $86.92 Unrealized +35.1%
DIAGEO PLC F SPONSORED ADR 1 ADR REPS 4 ORD SHS 0.0%
Value ($000) $45 Shares 315 Est. Cost $142.86 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $45 Shares 3,986 Est. Cost $28.59 Unrealized
APERGY CORP 00500 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $42.00 Unrealized
NMIH NMI HOLDINGS INC CLASS A 0.0%
Value ($000) $44 Shares 1,950 Est. Cost $14.39 Unrealized +45.1%
JACOBS ENGINEERING 0.0%
Value ($000) $44 Shares 575 Est. Cost $76.52 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $43 Shares 630 Est. Cost $65.91 Unrealized
MCHP MICROCHIP TECHNOLOGY 0.0%
Value ($000) $42 Shares 527 Est. Cost $24.96 Unrealized +54.1%
PM PHILIP MORRIS INTL 0.0%
Value ($000) $41 Shares 500 Est. Cost $60.82 Unrealized -8.8%
NSRGY NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $41 Shares 490 Est. Cost $83.67 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $40 Shares 950 Est. Cost $24.65 Unrealized +38.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $39 Shares 113 Est. Cost $195.92 Unrealized +34.9%
ED CONSOLIDATED EDISON, INC 0.0%
Value ($000) $38 Shares 500 Est. Cost $43.05 Unrealized +40.3%
SJM J M SMUCKER CO 0.0%
Value ($000) $37 Shares 365 Est. Cost $86.02 Unrealized 0.0%
KO THE COCA-COLA CO 0.0%
Value ($000) $35 Shares 750 Est. Cost $30.29 Unrealized +19.8%
TJX TJX COMPANIES INC 0.0%
Value ($000) $35 Shares 310 Est. Cost $46.49 Unrealized 0.0%
GABELLI EQUITY TR INC 0.0%
Value ($000) $34 Shares 5,210 Est. Cost $5.37 Unrealized
ADOBE SYSTEMS INC 0.0%
Value ($000) $34 Shares 125 Est. Cost $72.73 Unrealized
JEFFERIES FINL 0.0%
Value ($000) $33 Shares 1,500 Est. Cost $22.67 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $31 Shares 330 Est. Cost $83.80 Unrealized 0.0%
ORACLE CORP 0.0%
Value ($000) $30 Shares 573 Est. Cost $51.10 Unrealized
BEMIS CO INC 0.0%
Value ($000) $30 Shares 625 Est. Cost $47.29 Unrealized
IDEXX LABS INC 0.0%
Value ($000) $29 Shares 115 Est. Cost $156.52 Unrealized
ROCKWELL COLLINS INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $92.76 Unrealized
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 +75.1%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $27 Shares 540 Est. Cost $46.06 Unrealized 0.0%
HSY HERSHEY CO 0.0%
Value ($000) $26 Shares 252 Est. Cost $74.66 Unrealized +11.3%
FEDEX CORP 0.0%
Value ($000) $24 Shares 100 Est. Cost $175.44 Unrealized
NSC NORFOLK SOUTHERN CO 0.0%
Value ($000) $23 Shares 125 Est. Cost $85.81 Unrealized +71.5%
EPD ENTERPRISE PRODS PARTNERS L P 0.0%
Value ($000) $23 Shares 800 Est. Cost $36.17 Unrealized
LOW LOWES COMPANIES INC 0.0%
Value ($000) $23 Shares 200 Est. Cost $49.04 Unrealized +85.6%
UNITED TECHNOLOGIES 0.0%
Value ($000) $23 Shares 168 Est. Cost $115.63 Unrealized
SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $22 Shares 227 Est. Cost $92.51 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $21 Shares 652 Est. Cost $24.73 Unrealized -11.2%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $21 Shares 205 Est. Cost $85.59 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value ($000) $20 Shares 180 Est. Cost $90.33 Unrealized 0.0%
FE FIRSTENERGY CORP 0.0%
Value ($000) $19 Shares 515 Est. Cost $25.13 Unrealized +7.8%
MASI MASIMO CORP 0.0%
Value ($000) $19 Shares 150 Est. Cost $25.56 Unrealized +334.0%
DCI DONALDSON CO 0.0%
Value ($000) $19 Shares 332 Est. Cost $32.99 Unrealized +35.3%
EATON VANCE CO 0.0%
Value ($000) $18 Shares 340 Est. Cost $52.94 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $18 Shares 260 Est. Cost $53.66 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $18 Shares 121 Est. Cost $98.51 Unrealized +18.0%
C CITIGROUP INC 0.0%
Value ($000) $18 Shares 250 Est. Cost $51.91 Unrealized +5.5%
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $17 Shares 260 Est. Cost $56.87 Unrealized -1.6%
TOTAL S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $16 Shares 250 Est. Cost $48.00 Unrealized
INTERCONTINENTAL EXC 0.0%
Value ($000) $15 Shares 200 Est. Cost $99.00 Unrealized
LYONDELLBASELL INDS F CLASS A 0.0%
Value ($000) $15 Shares 148 Est. Cost $91.90 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $15 Shares 13 Est. Cost $1176.81 Unrealized 0.0%
MDLZ MONDELEZ INTL CLASS A 0.0%
Value ($000) $15 Shares 346 Est. Cost $35.58 Unrealized +0.0%
CTSH COGNIZANT TECH SOLU CLASS A 0.0%
Value ($000) $15 Shares 190 Est. Cost $70.24 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $15 Shares 148 Est. Cost $58.65 Unrealized +17.0%
RAYTHEON CO 0.0%
Value ($000) $14 Shares 66 Est. Cost $136.36 Unrealized
ACCELERATE DIAGNOSTICS I 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.44 Unrealized
AMG AFFILIATED MANAGERS 0.0%
Value ($000) $14 Shares 100 Est. Cost $138.59 Unrealized +4.1%
THE GABELLI MULTIMEDIA TRUST INC 0.0%
Value ($000) $12 Shares 1,297 Est. Cost $7.71 Unrealized
PATTERSON COMPANIES 0.0%
Value ($000) $12 Shares 500 Est. Cost $48.57 Unrealized
JOHNSON CONTROLS INTER F 0.0%
Value ($000) $10 Shares 286 Est. Cost $45.45 Unrealized
BLACKSTONE GROUP L P LP 0.0%
Value ($000) $9 Shares 225 Est. Cost $26.67 Unrealized
CIDARA THERAPEUTICS INCO 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $4.00 Unrealized
D S W INC CLASS A 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.73 Unrealized
RY ROYAL BANK OF CANADA F 0.0%
Value ($000) $8 Shares 100 Est. Cost $78.40 Unrealized 0.0%
T ROWE PRICE GROUP 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.67 Unrealized
BROADCOM INC 0.0%
Value ($000) $8 Shares 32 Est. Cost $250.00 Unrealized
TOCAGEN INC 0.0%
Value ($000) $8 Shares 500 Est. Cost $12.00 Unrealized
NISOURCE INC 00500 0.0%
Value ($000) $8 Shares 325 Est. Cost $43.08 Unrealized
AKEBIA THERAPEUTICS 0.0%
Value ($000) $7 Shares 825 Est. Cost $13.95 Unrealized
IP INTERNTNL PAPER 0.0%
Value ($000) $7 Shares 133 Est. Cost $30.67 Unrealized +16.2%
INGERSOLL RAND PLC F 0.0%
Value ($000) $7 Shares 72 Est. Cost $69.44 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $7 Shares 221 Est. Cost $19.96 Unrealized +27.6%
TEVA TEVA PHARMACEUTICAL IN F SPONSORED ADR 1 ADR REPS 1 ORD SHS 0.0%
Value ($000) $7 Shares 312 Est. Cost $44.87 Unrealized
VALERO ENERGY CORP 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $57.93 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.0%
Value ($000) $6 Shares 70 Est. Cost $88.53 Unrealized -0.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $6 Shares 115 Est. Cost $57.51 Unrealized -27.3%
NKE NIKE INC CLASS B 0.0%
Value ($000) $6 Shares 76 Est. Cost $50.28 Unrealized +45.1%
CARDINAL HEALTH INC 0.0%
Value ($000) $6 Shares 111 Est. Cost $81.08 Unrealized
BOH BANK OF HAWAII CORP 0.0%
Value ($000) $6 Shares 75 Est. Cost $61.69 Unrealized 0.0%
METLIFE INC 0.0%
Value ($000) $6 Shares 135 Est. Cost $53.15 Unrealized
PRINCIPAL FINL 0.0%
Value ($000) $5 Shares 79 Est. Cost $51.88 Unrealized
AMDOCS LIMITED F 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.63 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $57.85 Unrealized +144.1%
CERNER CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $70.00 Unrealized
NICOLET BANKSHARES 0.0%
Value ($000) $4 Shares 74 Est. Cost $27.03 Unrealized
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
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $3 Shares 20 Est. Cost $99.23 Unrealized +16.1%
GABELLI GLOBAL HEALTHCARE 0.0%
Value ($000) $3 Shares 260 Est. Cost $11.54 Unrealized
HANCOCK JOHN INCOME SECS TR 0.0%
Value ($000) $3 Shares 225 Est. Cost $13.33 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $2 Shares 87 Est. Cost $13.56 Unrealized +62.3%
SGMO SANGAMO THERAPEUTICS 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.88 Unrealized +2.2%
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
BRIGHTHOUSE FINL INC0050 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
MIRANT CORPORATION XXX ESCROW PENDING POSSIBLE FUTURE DISTRIBUTION 0.0%
Value ($000) $0 Shares 79 Est. Cost 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