Allen Investment Management, LLC Diversified Active

Location: New York, NY

CIK: 0001326234 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 5, 2019

Total Value: $2.481B (100.0% shares, 0.0% debt)

Holdings (159)

MSFT MICROSOFT CORP 5.9%
Value $146M Shares 1,441,596 Share Price $101.57 Est. Cost/Share $60.32 Unrealized @ Report Date +65.8%
AAP ADVANCE AUTO PARTS INC 5.6%
Value $140M Shares 886,599 Share Price $157.46 * Est. Cost/Share $106.78 Unrealized @ Report Date +37.7%
GOOG ALPHABET INC 5.5%
Value $136M Shares 131,202 Share Price $1035.61 * Est. Cost/Share $40.33 Unrealized @ Report Date +31.7%
TDG TRANSDIGM GROUP INC 5.4%
Value $135M Shares 396,247 Share Price $340.06 * Est. Cost/Share $159.76 Unrealized @ Report Date +59.4%
CMCSA COMCAST CORP NEW 4.9%
Value $121M Shares 3,552,328 Share Price $34.05 * Est. Cost/Share $27.81 Unrealized @ Report Date +9.4%
CHTR CHARTER COMMUNICATIONS INC N 4.6%
Value $115M Shares 404,555 Share Price $284.97 * Est. Cost/Share $232.71 Unrealized @ Report Date +34.8%
USFD US FOODS HLDG CORP 4.6%
Value $114M Shares 3,592,637 Share Price $31.64 * Est. Cost/Share $31.01 Unrealized @ Report Date -0.5%
W WAYFAIR INC 4.5%
Value $112M Shares 1,245,000 Share Price $90.08 * Est. Cost/Share $58.11 Unrealized @ Report Date +81.1%
LABORATORY CORP AMER HLDGS 4.3%
Value $107M Shares 846,211 Share Price $126.36 Est. Cost/Share $136.03 Unrealized @ Report Date
LOW LOWES COS INC 4.1%
Value $102M Shares 1,102,466 Share Price $92.36 * Est. Cost/Share $68.73 Unrealized @ Report Date +23.1%
BKNG BOOKING HLDGS INC 3.7%
Value $91.55M Shares 53,150 Share Price $1722.43 * Est. Cost/Share $1933.73 Unrealized @ Report Date -6.7%
MCO MOODYS CORP 3.2%
Value $80.48M Shares 574,690 Share Price $140.04 Est. Cost/Share $86.40 Unrealized @ Report Date +64.1%
VXUS VANGUARD STAR FD 3.2%
Value $79.65M Shares 1,686,771 Share Price $47.22 Est. Cost/Share $51.65 Unrealized @ Report Date
META FACEBOOK INC 2.9%
Value $72.27M Shares 551,278 Share Price $131.09 * Est. Cost/Share $175.89 Unrealized @ Report Date -18.2%
SYY SYSCO CORP 2.9%
Value $72.25M Shares 1,153,131 Share Price $62.66 * Est. Cost/Share $47.61 Unrealized @ Report Date +17.1%
EQIX EQUINIX INC 2.3%
Value $58.02M Shares 164,582 Share Price $352.56 * Est. Cost/Share $244.97 Unrealized @ Report Date +39.1%
ALPS ETF TR 2.2%
Value $54.38M Shares 6,229,657 Share Price $8.73 Est. Cost/Share $9.47 Unrealized @ Report Date
SCHW SCHWAB CHARLES CORP NEW 2.0%
Value $50.42M Shares 1,214,128 Share Price $41.53 Est. Cost/Share $26.77 Unrealized @ Report Date +52.8%
SHW SHERWIN WILLIAMS CO 1.7%
Value $42.13M Shares 107,087 Share Price $393.46 * Est. Cost/Share $98.57 Unrealized @ Report Date +28.4%
NOW SERVICENOW INC 1.7%
Value $41.78M Shares 234,658 Share Price $178.05 * Est. Cost/Share $19.60 Unrealized @ Report Date +81.0%
IXUS ISHARES TR 1.5%
Value $37.49M Shares 713,695 Share Price $52.53 Est. Cost/Share $52.81 Unrealized @ Report Date
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value $35.59M Shares 174,321 Share Price $204.18 * Est. Cost/Share $136.47 Unrealized @ Report Date +53.1%
FISV FISERV INC 1.4%
Value $34.26M Shares 466,117 Share Price $73.49 * Est. Cost/Share $50.93 Unrealized @ Report Date +51.8%
SPGI S&P GLOBAL INC 1.2%
Value $29.94M Shares 176,181 Share Price $169.94 Est. Cost/Share $127.37 Unrealized @ Report Date +32.2%
COR AMERISOURCEBERGEN CORP 1.1%
Value $28.17M Shares 378,639 Share Price $74.40 * Est. Cost/Share $66.07 Unrealized @ Report Date +1.7%
UNH UNITEDHEALTH GROUP INC 1.1%
Value $26.23M Shares 105,298 Share Price $249.12 * Est. Cost/Share $232.25 Unrealized @ Report Date +1.2%
VEA VANGUARD TAX MANAGED INTL FD 1.0%
Value $25.71M Shares 692,905 Share Price $37.10 Est. Cost/Share $42.80 Unrealized @ Report Date
JNJ JOHNSON & JOHNSON 0.9%
Value $21.55M Shares 167,013 Share Price $129.05 * Est. Cost/Share $95.34 Unrealized @ Report Date +19.7%
QQQ INVESCO QQQ TR 0.8%
Value $19.53M Shares 126,585 Share Price $154.26 Est. Cost/Share $154.54 Unrealized @ Report Date
VTI VANGUARD INDEX FDS 0.7%
Value $18.29M Shares 143,263 Share Price $127.63 Est. Cost/Share $127.92 Unrealized @ Report Date
IQV IQVIA HLDGS INC 0.6%
Value $15.1M Shares 130,010 Share Price $116.17 * Est. Cost/Share $101.54 Unrealized @ Report Date +19.3%
VGK VANGUARD INTL EQUITY INDEX F 0.6%
Value $14.7M Shares 302,360 Share Price $48.62 Est. Cost/Share $48.12 Unrealized @ Report Date
AMZN AMAZON COM INC 0.5%
Value $12.93M Shares 8,606 Share Price $1501.98 * Est. Cost/Share $57.19 Unrealized @ Report Date +45.4%
SPY SPDR S&P 500 ETF TR 0.5%
Value $12.75M Shares 51,021 Share Price $249.92 Est. Cost/Share $256.90 Unrealized @ Report Date
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value $11.86M Shares 311,299 Share Price $38.10 Est. Cost/Share $43.07 Unrealized @ Report Date
TWITTER INC 0.5%
Value $11.54M Shares 401,524 Share Price $28.74 Est. Cost/Share $17.87 Unrealized @ Report Date
DHR DANAHER CORP DEL 0.4%
Value $10.11M Shares 97,988 Share Price $103.12 * Est. Cost/Share $50.88 Unrealized @ Report Date +72.7%
IHS MARKIT LTD 0.4%
Value $9.009M Shares 187,815 Share Price $47.97 Est. Cost/Share $45.27 Unrealized @ Report Date
NFLX NETFLIX INC 0.3%
Value $8.627M Shares 32,230 Share Price $267.67 * Est. Cost/Share $15.83 Unrealized @ Report Date +89.0%
LBRDA LIBERTY BROADBAND CORP 0.3%
Value $8.494M Shares 118,287 Share Price $71.81 * Est. Cost/Share $72.27 Unrealized @ Report Date +4.1%
MDB MONGODB INC 0.3%
Value $8.376M Shares 100,019 Share Price $83.74 * Est. Cost/Share $44.87 Unrealized @ Report Date +71.4%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value $8.334M Shares 182,835 Share Price $45.58 Est. Cost/Share $48.99 Unrealized @ Report Date
BSV VANGUARD BD INDEX FD INC 0.3%
Value $8.015M Shares 102,008 Share Price $78.57 Est. Cost/Share $79.18 Unrealized @ Report Date
GOOGL ALPHABET INC 0.3%
Value $7.767M Shares 7,433 Share Price $1044.93 * Est. Cost/Share $39.42 Unrealized @ Report Date +36.1%
IEMG ISHARES INC 0.3%
Value $7.254M Shares 153,845 Share Price $47.15 Est. Cost/Share $51.78 Unrealized @ Report Date
ABIOMED INC 0.3%
Value $7.116M Shares 21,894 Share Price $325.02 Est. Cost/Share $125.53 Unrealized @ Report Date
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $6.685M Shares 48,769 Share Price $137.07 Est. Cost/Share $167.94 Unrealized @ Report Date
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value $6.498M Shares 83,370 Share Price $77.94 Est. Cost/Share $79.58 Unrealized @ Report Date
GENERAL ELECTRIC CO 0.3%
Value $6.304M Shares 832,696 Share Price $7.57 Est. Cost/Share $12.32 Unrealized @ Report Date
IEFA ISHARES TR 0.2%
Value $6.136M Shares 111,766 Share Price $54.90 Est. Cost/Share $54.90 Unrealized @ Report Date
WMT WALMART INC 0.2%
Value $5.771M Shares 61,955 Share Price $93.15 * Est. Cost/Share $27.21 Unrealized @ Report Date +5.7%
WDAY WORKDAY INC 0.2%
Value $5.557M Shares 34,798 Share Price $159.69 * Est. Cost/Share $102.94 Unrealized @ Report Date +37.6%
VBR VANGUARD INDEX FDS 0.2%
Value $4.43M Shares 38,843 Share Price $114.05 Est. Cost/Share $117.81 Unrealized @ Report Date
PG PROCTER AND GAMBLE CO 0.2%
Value $4.19M Shares 45,583 Share Price $91.92 * Est. Cost/Share $63.76 Unrealized @ Report Date +17.2%
KO COCA COLA CO 0.2%
Value $4.016M Shares 84,813 Share Price $47.35 * Est. Cost/Share $29.89 Unrealized @ Report Date +28.4%
MMM 3M CO 0.2%
Value $3.928M Shares 20,614 Share Price $190.55 * Est. Cost/Share $92.74 Unrealized @ Report Date +38.3%
DEO DIAGEO P L C 0.2%
Value $3.822M Shares 26,955 Share Price $141.79 Est. Cost/Share $116.37 Unrealized @ Report Date
SUB ISHARES TR 0.2%
Value $3.724M Shares 35,329 Share Price $105.41 Est. Cost/Share $105.14 Unrealized @ Report Date
SHM SPDR SER TR 0.1%
Value $3.719M Shares 77,391 Share Price $48.05 Est. Cost/Share $47.95 Unrealized @ Report Date
UNILEVER PLC 0.1%
Value $3.593M Shares 68,760 Share Price $52.25 Est. Cost/Share $49.70 Unrealized @ Report Date
HD HOME DEPOT INC 0.1%
Value $3.581M Shares 20,842 Share Price $171.82 * Est. Cost/Share $128.93 Unrealized @ Report Date +16.6%
BIV VANGUARD BD INDEX FD INC 0.1%
Value $3.481M Shares 42,822 Share Price $81.29 Est. Cost/Share $83.98 Unrealized @ Report Date
ARCC ARES CAP CORP 0.1%
Value $3.343M Shares 214,581 Share Price $15.58 * Est. Cost/Share $7.28 Unrealized @ Report Date +14.8%
AAPL APPLE INC 0.1%
Value $3.204M Shares 20,311 Share Price $157.75 * Est. Cost/Share $27.82 Unrealized @ Report Date +65.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $3.06M Shares 10 Share Price $306000.00 * Est. Cost/Share $232334.38 Unrealized @ Report Date +34.8%
CRM SALESFORCE COM INC 0.1%
Value $3.057M Shares 22,320 Share Price $136.96 Est. Cost/Share $115.04 Unrealized @ Report Date +18.1%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value $3.053M Shares 46,396 Share Price $65.80 Est. Cost/Share $111.70 Unrealized @ Report Date
PANW PALO ALTO NETWORKS INC 0.1%
Value $2.772M Shares 14,715 Share Price $188.38 * Est. Cost/Share $23.18 Unrealized @ Report Date +34.5%
ADBE ADOBE INC 0.1%
Value $2.746M Shares 12,139 Share Price $226.21 * Est. Cost/Share $197.28 Unrealized @ Report Date +22.4%
ACTIVISION BLIZZARD INC 0.1%
Value $2.72M Shares 58,416 Share Price $46.56 Est. Cost/Share $60.21 Unrealized @ Report Date
EXPE EXPEDIA GROUP INC 0.1%
Value $2.705M Shares 24,015 Share Price $112.64 * Est. Cost/Share $96.57 Unrealized @ Report Date +20.9%
PYPL PAYPAL HLDGS INC 0.1%
Value $2.646M Shares 31,465 Share Price $84.09 Est. Cost/Share $62.47 Unrealized @ Report Date +33.0%
V VISA INC 0.1%
Value $2.451M Shares 18,577 Share Price $131.94 Est. Cost/Share $108.52 Unrealized @ Report Date +21.1%
PRLB PROTO LABS INC 0.1%
Value $2.339M Shares 20,742 Share Price $112.77 * Est. Cost/Share $113.00 Unrealized @ Report Date +9.1%
IWD ISHARES TR 0.1%
Value $2.294M Shares 20,656 Share Price $111.06 Est. Cost/Share $98.99 Unrealized @ Report Date
MELI MERCADOLIBRE INC 0.1%
Value $2.237M Shares 7,638 Share Price $292.88 * Est. Cost/Share $322.28 Unrealized @ Report Date +0.5%
MDLZ MONDELEZ INTL INC 0.1%
Value $2.217M Shares 55,380 Share Price $40.03 * Est. Cost/Share $33.52 Unrealized @ Report Date +6.7%
UNITED TECHNOLOGIES CORP 0.1%
Value $2.181M Shares 20,485 Share Price $106.47 Est. Cost/Share $111.31 Unrealized @ Report Date
ITOT ISHARES TR 0.1%
Value $2.161M Shares 38,070 Share Price $56.76 Est. Cost/Share $56.76 Unrealized @ Report Date
COUPA SOFTWARE INC 0.1%
Value $2.058M Shares 32,737 Share Price $62.86 Est. Cost/Share $26.82 Unrealized @ Report Date
MA MASTERCARD INCORPORATED 0.1%
Value $1.983M Shares 10,512 Share Price $188.64 Est. Cost/Share $144.34 Unrealized @ Report Date +32.3%
LBTYAUSD LIBERTY GLOBAL PLC 0.1%
Value $1.59M Shares 74,486 Share Price $21.35 Est. Cost/Share $32.60 Unrealized @ Report Date
BLACKSTONE GROUP L P 0.1%
Value $1.545M Shares 51,839 Share Price $29.80 Est. Cost/Share $32.41 Unrealized @ Report Date
ACWX ISHARES TR 0.1%
Value $1.437M Shares 34,257 Share Price $41.95 Est. Cost/Share $44.51 Unrealized @ Report Date
KAYNE ANDERSN MLP MIDS INVT 0.1%
Value $1.38M Shares 100,269 Share Price $13.76 Est. Cost/Share $18.48 Unrealized @ Report Date
ACWI ISHARES TR 0.1%
Value $1.378M Shares 21,479 Share Price $64.16 Est. Cost/Share $53.92 Unrealized @ Report Date
VEEV VEEVA SYS INC 0.1%
Value $1.317M Shares 14,750 Share Price $89.29 * Est. Cost/Share $91.36 Unrealized @ Report Date 0.0%
TORTOISE MLP FD INC 0.1%
Value $1.256M Shares 102,549 Share Price $12.25 Est. Cost/Share $17.28 Unrealized @ Report Date
CLEARBRIDGE MLP AND MIDSTRM 0.1%
Value $1.245M Shares 119,567 Share Price $10.41 Est. Cost/Share $14.19 Unrealized @ Report Date
TORTOISE ENERGY INFRA CORP 0.0%
Value $1.232M Shares 61,911 Share Price $19.90 Est. Cost/Share $27.40 Unrealized @ Report Date
THIRD PT REINS LTD 0.0%
Value $1.205M Shares 125,000 Share Price $9.64 Est. Cost/Share $12.10 Unrealized @ Report Date
OAKTREE CAP GROUP LLC 0.0%
Value $1.096M Shares 27,565 Share Price $39.76 Est. Cost/Share $40.31 Unrealized @ Report Date
APOLLO GLOBAL MGMT LLC 0.0%
Value $999K Shares 40,716 Share Price $24.54 Est. Cost/Share $32.41 Unrealized @ Report Date
KKR KKR & CO INC 0.0%
Value $976K Shares 49,716 Share Price $19.63 * Est. Cost/Share $24.47 Unrealized @ Report Date -13.9%
SONY SONY CORP 0.0%
Value $972K Shares 20,132 Share Price $48.28 Est. Cost/Share $32.68 Unrealized @ Report Date
IT GARTNER INC 0.0%
Value $886K Shares 6,930 Share Price $127.85 * Est. Cost/Share $124.64 Unrealized @ Report Date +15.7%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value $857K Shares 15,073 Share Price $56.86 Est. Cost/Share $65.75 Unrealized @ Report Date
ABT ABBOTT LABS 0.0%
Value $855K Shares 11,827 Share Price $72.29 * Est. Cost/Share $36.06 Unrealized @ Report Date +72.4%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value $846K Shares 15,649 Share Price $54.06 * Est. Cost/Share $51.06 Unrealized @ Report Date -0.1%
CARLYLE GROUP L P 0.0%
Value $808K Shares 51,272 Share Price $15.76 Est. Cost/Share $21.32 Unrealized @ Report Date
PEP PEPSICO INC 0.0%
Value $806K Shares 7,295 Share Price $110.49 * Est. Cost/Share $76.05 Unrealized @ Report Date +19.2%
ABBV ABBVIE INC 0.0%
Value $802K Shares 8,704 Share Price $92.14 * Est. Cost/Share $40.03 Unrealized @ Report Date +61.9%
EFA ISHARES TR 0.0%
Value $788K Shares 13,414 Share Price $58.74 Est. Cost/Share $65.68 Unrealized @ Report Date
BA BOEING CO 0.0%
Value $783K Shares 2,428 Share Price $322.49 * Est. Cost/Share $153.78 Unrealized @ Report Date +117.8%
GD GENERAL DYNAMICS CORP 0.0%
Value $766K Shares 4,874 Share Price $157.16 * Est. Cost/Share $154.89 Unrealized @ Report Date -1.8%
OEF ISHARES TR 0.0%
Value $709K Shares 6,353 Share Price $111.60 Est. Cost/Share $116.01 Unrealized @ Report Date
DCI DONALDSON INC 0.0%
Value $694K Shares 16,000 Share Price $43.38 * Est. Cost/Share $33.70 Unrealized @ Report Date +36.6%
IWV ISHARES TR 0.0%
Value $692K Shares 4,709 Share Price $146.95 Est. Cost/Share $162.24 Unrealized @ Report Date
DOV DOVER CORP 0.0%
Value $686K Shares 9,671 Share Price $70.93 * Est. Cost/Share $53.58 Unrealized @ Report Date +37.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $681K Shares 9,970 Share Price $68.30 Est. Cost/Share $76.40 Unrealized @ Report Date
EA ELECTRONIC ARTS INC 0.0%
Value $621K Shares 7,874 Share Price $78.87 * Est. Cost/Share $115.66 Unrealized @ Report Date -22.9%
VOO VANGUARD INDEX FDS 0.0%
Value $570K Shares 2,480 Share Price $229.84 Est. Cost/Share $233.37 Unrealized @ Report Date
EEM ISHARES TR 0.0%
Value $568K Shares 14,549 Share Price $39.04 Est. Cost/Share $34.22 Unrealized @ Report Date
BLACKROCK INC 0.0%
Value $564K Shares 1,435 Share Price $393.03 Est. Cost/Share $493.40 Unrealized @ Report Date
TPG SPECIALTY LENDING INC 0.0%
Value $550K Shares 30,385 Share Price $18.10 Est. Cost/Share $18.19 Unrealized @ Report Date
VFH VANGUARD WORLD FDS 0.0%
Value $502K Shares 8,449 Share Price $59.42 Est. Cost/Share $55.63 Unrealized @ Report Date
HON HONEYWELL INTL INC 0.0%
Value $475K Shares 3,595 Share Price $132.13 * Est. Cost/Share $88.15 Unrealized @ Report Date +33.5%
VIS VANGUARD WORLD FDS 0.0%
Value $462K Shares 3,841 Share Price $120.28 Est. Cost/Share $115.32 Unrealized @ Report Date
ITB ISHARES TR 0.0%
Value $456K Shares 15,165 Share Price $30.07 Est. Cost/Share $27.63 Unrealized @ Report Date
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $445K Shares 3,391 Share Price $131.23 * Est. Cost/Share $72.95 Unrealized @ Report Date +66.1%
CARG CARGURUS INC 0.0%
Value $440K Shares 13,052 Share Price $33.71 * Est. Cost/Share $43.22 Unrealized @ Report Date -7.3%
LENDINGCLUB CORP 0.0%
Value $440K Shares 167,140 Share Price $2.63 Est. Cost/Share $5.51 Unrealized @ Report Date
VAW VANGUARD WORLD FDS 0.0%
Value $439K Shares 3,960 Share Price $110.86 Est. Cost/Share $109.49 Unrealized @ Report Date
COP CONOCOPHILLIPS 0.0%
Value $432K Shares 6,925 Share Price $62.38 * Est. Cost/Share $43.55 Unrealized @ Report Date +22.6%
NKE NIKE INC 0.0%
Value $431K Shares 5,815 Share Price $74.12 * Est. Cost/Share $59.62 Unrealized @ Report Date +14.3%
JPM JPMORGAN CHASE & CO 0.0%
Value $424K Shares 4,346 Share Price $97.56 * Est. Cost/Share $64.01 Unrealized @ Report Date +36.8%
TCPC BLACKROCK TCP CAP CORP 0.0%
Value $423K Shares 32,449 Share Price $13.04 * Est. Cost/Share $14.63 Unrealized @ Report Date -4.7%
NVDA NVIDIA CORP 0.0%
Value $400K Shares 2,995 Share Price $133.56 * Est. Cost/Share $6.14 Unrealized @ Report Date -22.8%
PANDORA MEDIA INC 0.0%
Value $389K Shares 48,113 Share Price $8.09 Est. Cost/Share $5.03 Unrealized @ Report Date
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value $387K Shares 4,500 Share Price $86.00 Est. Cost/Share $93.56 Unrealized @ Report Date
IWS ISHARES TR 0.0%
Value $355K Shares 4,655 Share Price $76.26 Est. Cost/Share $70.10 Unrealized @ Report Date
IWN ISHARES TR 0.0%
Value $355K Shares 3,302 Share Price $107.51 Est. Cost/Share $94.01 Unrealized @ Report Date
IWF ISHARES TR 0.0%
Value $350K Shares 2,671 Share Price $131.04 Est. Cost/Share $91.69 Unrealized @ Report Date
VDE VANGUARD WORLD FDS 0.0%
Value $344K Shares 4,467 Share Price $77.01 Est. Cost/Share $101.53 Unrealized @ Report Date
TJX TJX COS INC NEW 0.0%
Value $340K Shares 7,600 Share Price $44.74 * Est. Cost/Share $39.14 Unrealized @ Report Date +17.2%
IWP ISHARES TR 0.0%
Value $338K Shares 2,969 Share Price $113.84 Est. Cost/Share $88.30 Unrealized @ Report Date
MAR MARRIOTT INTL INC NEW 0.0%
Value $337K Shares 3,105 Share Price $108.53 Est. Cost/Share $69.39 Unrealized @ Report Date +56.4%
MCD MCDONALDS CORP 0.0%
Value $333K Shares 1,878 Share Price $177.32 * Est. Cost/Share $77.67 Unrealized @ Report Date +93.3%
ETN EATON CORP PLC 0.0%
Value $327K Shares 4,768 Share Price $68.58 * Est. Cost/Share $55.82 Unrealized @ Report Date +16.5%
TXN TEXAS INSTRS INC 0.0%
Value $323K Shares 3,416 Share Price $94.56 * Est. Cost/Share $86.84 Unrealized @ Report Date -8.9%
CACC CREDIT ACCEP CORP MICH 0.0%
Value $305K Shares 800 Share Price $381.25 * Est. Cost/Share $191.39 Unrealized @ Report Date +110.4%
MS MORGAN STANLEY 0.0%
Value $293K Shares 7,380 Share Price $39.70 * Est. Cost/Share $43.68 Unrealized @ Report Date -19.8%
MRK MERCK & CO INC 0.0%
Value $293K Shares 3,834 Share Price $76.42 * Est. Cost/Share $45.74 Unrealized @ Report Date +23.5%
IWO ISHARES TR 0.0%
Value $291K Shares 1,733 Share Price $167.92 Est. Cost/Share $129.70 Unrealized @ Report Date
HUM HUMANA INC 0.0%
Value $287K Shares 1,003 Share Price $286.14 * Est. Cost/Share $166.20 Unrealized @ Report Date +79.3%
PSX PHILLIPS 66 0.0%
Value $286K Shares 3,318 Share Price $86.20 * Est. Cost/Share $47.29 Unrealized @ Report Date +54.9%
CTRIP COM INTL LTD 0.0%
Value $279K Shares 10,304 Share Price $27.08 Est. Cost/Share $47.62 Unrealized @ Report Date
MKL MARKEL CORP 0.0%
Value $272K Shares 262 Share Price $1038.17 * Est. Cost/Share $995.48 Unrealized @ Report Date +9.9%
TABLEAU SOFTWARE INC 0.0%
Value $272K Shares 2,264 Share Price $120.14 Est. Cost/Share $111.75 Unrealized @ Report Date
CL COLGATE PALMOLIVE CO 0.0%
Value $268K Shares 4,506 Share Price $59.48 * Est. Cost/Share $59.73 Unrealized @ Report Date -11.4%
ENSTAR GROUP LIMITED 0.0%
Value $268K Shares 1,600 Share Price $167.50 Est. Cost/Share $198.75 Unrealized @ Report Date
ROP ROPER TECHNOLOGIES INC 0.0%
Value $267K Shares 1,000 Share Price $267.00 Est. Cost/Share $210.41 Unrealized @ Report Date +28.9%
GBDC GOLUB CAP BDC INC 0.0%
Value $241K Shares 14,629 Share Price $16.47 * Est. Cost/Share $8.18 Unrealized @ Report Date +9.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $238K Shares 1,589 Share Price $149.78 * Est. Cost/Share $102.71 Unrealized @ Report Date +38.6%
NMFC NEW MTN FIN CORP 0.0%
Value $229K Shares 18,238 Share Price $12.56 * Est. Cost/Share $5.61 Unrealized @ Report Date +7.9%
AVGO BROADCOM INC 0.0%
Value $219K Shares 862 Share Price $254.06 * Est. Cost/Share $19.38 Unrealized @ Report Date 0.0%
JEF JEFFERIES FINL GROUP INC 0.0%
Value $192K Shares 11,050 Share Price $17.38 * Est. Cost/Share $16.63 Unrealized @ Report Date -11.6%
MTDR MATADOR RES CO 0.0%
Value $182K Shares 11,700 Share Price $15.56 * Est. Cost/Share $22.70 Unrealized @ Report Date +10.7%
GANNETT CO INC 0.0%
Value $129K Shares 15,170 Share Price $8.50 Est. Cost/Share $8.50 Unrealized @ Report Date