Estabrook Capital Management Diversified Active

CIK: 0001344717 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $658,175,173 (100.0% shares, 0.0% debt)

Holdings (320)

MSFT MICROSOFT CORPORATION 9.7%
Value ($000) $64,117,967 Shares 236,685 Est. Cost $26.70 Unrealized +816.5%
JPM J.P. MORGAN CHASE & CO 5.1%
Value ($000) $33,785,621 Shares 217,215 Est. Cost $36.24 Unrealized +285.6%
AAPL APPLE COMPUTER INC 4.9%
Value ($000) $32,149,443 Shares 234,736 Est. Cost $85.15 Unrealized +48.5%
COST COSTCO WHOLESALE CORP 3.2%
Value ($000) $21,286,650 Shares 53,799 Est. Cost $91.27 Unrealized +293.4%
HON HONEYWELL INTERNATIONAL INC. 3.1%
Value ($000) $20,192,264 Shares 92,055 Est. Cost $53.13 Unrealized +261.7%
PNC PNC FINANCIAL GROUP 2.8%
Value ($000) $18,184,197 Shares 95,325 Est. Cost $47.34 Unrealized +235.2%
UNP UNION PAC CORP 2.7%
Value ($000) $17,781,780 Shares 80,852 Est. Cost $65.05 Unrealized +208.1%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $16,920,610 Shares 102,711 Est. Cost $61.65 Unrealized +135.1%
INTC INTEL CORPORATION 2.6%
Value ($000) $16,846,940 Shares 300,088 Est. Cost $18.19 Unrealized +194.5%
MDT MEDTRONIC PLC 2.3%
Value ($000) $15,382,686 Shares 123,924 Est. Cost $58.56 Unrealized +87.0%
BAC BANK OF AMERICA 2.3%
Value ($000) $14,958,079 Shares 362,796 Est. Cost $15.83 Unrealized +131.0%
C CITIGROUP INC 2.2%
Value ($000) $14,642,066 Shares 206,955 Est. Cost $37.78 Unrealized +66.0%
VZ VERIZON COMMUNICATIONS 2.0%
Value ($000) $13,409,436 Shares 239,326 Est. Cost $27.45 Unrealized +58.2%
CSCO CISCO SYS INC 2.0%
Value ($000) $13,394,743 Shares 252,731 Est. Cost $15.50 Unrealized +195.7%
PFE PFIZER INC 1.9%
Value ($000) $12,567,345 Shares 320,923 Est. Cost $17.15 Unrealized +80.8%
GLW CORNING INC 1.7%
Value ($000) $11,495,150 Shares 281,055 Est. Cost $14.08 Unrealized +172.0%
IBM INTERNATIONAL BUSINESS MACHINE 1.7%
Value ($000) $11,230,406 Shares 76,611 Est. Cost $110.57 Unrealized +2.6%
GOOGL ALPHABET CLASS A 1.6%
Value ($000) $10,614,461 Shares 4,347 Est. Cost $53.82 Unrealized +115.4%
FRPH FRP HLDGS INC COM 1.5%
Value ($000) $10,122,234 Shares 181,793 Est. Cost $15.94 Unrealized +73.5%
NSC NORFOLK SOUTHN CORP 1.4%
Value ($000) $9,462,132 Shares 35,651 Est. Cost $57.67 Unrealized +334.0%
COP CONOCOPHILLIPS 1.4%
Value ($000) $9,197,605 Shares 151,028 Est. Cost $38.76 Unrealized +21.7%
CVX CHEVRON CORPORATION 1.4%
Value ($000) $9,035,187 Shares 86,263 Est. Cost $70.57 Unrealized +23.4%
MRK MERCK & COMPANY 1.3%
Value ($000) $8,874,412 Shares 114,111 Est. Cost $32.16 Unrealized +99.4%
CB CHUBB LIMITED COM 1.3%
Value ($000) $8,694,654 Shares 54,704 Est. Cost $96.95 Unrealized +60.1%
CANADIAN PAC RY LTD COM 1.3%
Value ($000) $8,441,257 Shares 109,755 Est. Cost $85983.49 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $8,323,145 Shares 20,785 Est. Cost $67.04 Unrealized +450.5%
TGT TARGET CORP 1.1%
Value ($000) $7,109,090 Shares 29,408 Est. Cost $61.16 Unrealized +213.2%
HD HOME DEPOT INC 1.0%
Value ($000) $6,870,485 Shares 21,545 Est. Cost $87.84 Unrealized +223.1%
DUK DUKE ENERGY CORPORATION COM NE 1.0%
Value ($000) $6,667,253 Shares 67,537 Est. Cost $46.57 Unrealized +80.1%
WMB WILLIAMS CO 1.0%
Value ($000) $6,355,990 Shares 239,397 Est. Cost $17.85 Unrealized +14.4%
WFC WELLS FARGO NEW 1.0%
Value ($000) $6,346,488 Shares 140,130 Est. Cost $28.08 Unrealized +42.4%
AMGN AMGEN INC 0.9%
Value ($000) $6,038,663 Shares 24,774 Est. Cost $115.55 Unrealized +83.9%
ETN EATON CORP PLC SHS 0.9%
Value ($000) $5,931,201 Shares 40,027 Est. Cost $46.59 Unrealized +187.4%
MMM 3M COMPANY COM 0.8%
Value ($000) $5,469,674 Shares 27,537 Est. Cost $75.24 Unrealized +86.6%
T A T & T INC 0.8%
Value ($000) $5,443,795 Shares 189,152 Est. Cost $13.13 Unrealized +29.4%
AFL AFLAC INC 0.8%
Value ($000) $5,135,369 Shares 95,702 Est. Cost $32.62 Unrealized +50.3%
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $5,045,454 Shares 79,985 Est. Cost $53.31 Unrealized -6.1%
NKE NIKE INC CLASS B 0.8%
Value ($000) $4,969,016 Shares 32,164 Est. Cost $49.55 Unrealized +153.6%
DOW DOW INC COM 0.7%
Value ($000) $4,903,630 Shares 77,491 Est. Cost $36.37 Unrealized +40.4%
NXPI NXP SEMICONDUCTORS N V COM 0.7%
Value ($000) $4,828,866 Shares 23,473 Est. Cost $89.41 Unrealized +106.1%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $4,704,200 Shares 34,864 Est. Cost $59.54 Unrealized +102.7%
WMT WAL MART STORES INC 0.7%
Value ($000) $4,487,256 Shares 31,820 Est. Cost $19.71 Unrealized +122.3%
DIS DISNEY (WALT) PRODUCTIONS 0.7%
Value ($000) $4,461,394 Shares 25,382 Est. Cost $97.24 Unrealized +80.7%
MDLZ MONDELEZ INTL INC COM 0.7%
Value ($000) $4,456,405 Shares 71,371 Est. Cost $48.44 Unrealized +12.8%
TXN TEXAS INSTRUMENTS INC 0.7%
Value ($000) $4,447,514 Shares 23,128 Est. Cost $41.46 Unrealized +296.0%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $4,270,319 Shares 58,274 Est. Cost $50.09 Unrealized +32.8%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $4,200,887 Shares 11,559 Est. Cost $69.24 Unrealized +382.1%
IFF INTL FLAVORS & FRAGRANCES 0.6%
Value ($000) $3,948,791 Shares 26,431 Est. Cost $113.18 Unrealized +11.6%
DISCOVERY COMMUNICATNS NEW COM 0.6%
Value ($000) $3,893,507 Shares 126,907 Est. Cost $28708.49 Unrealized
USB U S BANCORP 0.6%
Value ($000) $3,890,766 Shares 68,295 Est. Cost $22.41 Unrealized +112.9%
CVS CVS CORPORATION 0.6%
Value ($000) $3,850,172 Shares 46,143 Est. Cost $52.69 Unrealized +33.8%
DOV DOVER CORP 0.6%
Value ($000) $3,778,403 Shares 25,089 Est. Cost $40.93 Unrealized +239.7%
BK BANK OF NEW YORK MELLON CORPOR 0.6%
Value ($000) $3,730,671 Shares 72,822 Est. Cost $35.62 Unrealized +23.1%
GENERAL ELECTRIC COMPANY 0.6%
Value ($000) $3,685,348 Shares 273,800 Est. Cost $15696.20 Unrealized
BA BOEING CO 0.5%
Value ($000) $3,608,492 Shares 15,063 Est. Cost $221.07 Unrealized +9.4%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,548,952 Shares 24,830 Est. Cost $119.42 Unrealized +2.3%
PEP PEPSICO INC 0.5%
Value ($000) $3,473,401 Shares 23,442 Est. Cost $70.02 Unrealized +80.2%
CTVA CORTEVA INC COM 0.5%
Value ($000) $3,283,718 Shares 74,041 Est. Cost $25.02 Unrealized +75.5%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $3,271,040 Shares 19,000 Est. Cost $57.16 Unrealized +158.4%
LLY LILLY ELI & CO 0.5%
Value ($000) $3,098,520 Shares 13,500 Est. Cost $41.78 Unrealized +359.3%
DD DUPONT DE NEMOURS INC COM 0.5%
Value ($000) $3,092,452 Shares 39,949 Est. Cost $27.24 Unrealized +12.3%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $2,534,645 Shares 29,711 Est. Cost $54.61 Unrealized +38.7%
SYK STRYKER CORP 0.4%
Value ($000) $2,430,294 Shares 9,357 Est. Cost $144.63 Unrealized +68.4%
ABBV ABBVIE INC COM 0.3%
Value ($000) $2,289,295 Shares 20,324 Est. Cost $59.37 Unrealized +59.6%
VTRS VIATRIS INC COM 0.3%
Value ($000) $2,240,286 Shares 156,773 Est. Cost $13.33 Unrealized -11.0%
RNR RENAISSANCERE HLDGS LTD ORD 0.3%
Value ($000) $2,229,175 Shares 14,979 Est. Cost $88.89 Unrealized +78.9%
GLOG 8.75 PERP A GASLOG LTD PFD SHS SER A 0.3%
Value ($000) $1,914,344 Shares 75,457 Est. Cost $23254.90 Unrealized
ALL ALLSTATE CORP 0.3%
Value ($000) $1,841,030 Shares 14,114 Est. Cost $57.46 Unrealized +100.7%
F FORD MTR CO DEL PAR $0.01 0.3%
Value ($000) $1,805,490 Shares 121,500 Est. Cost $9.49 Unrealized +6.2%
BIIB BIOGEN, INC. 0.2%
Value ($000) $1,385,080 Shares 4,000 Est. Cost $223.80 Unrealized +35.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $1,300,110 Shares 4,678 Est. Cost $153.96 Unrealized +81.5%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $1,278,902 Shares 12,120 Est. Cost $40.67 Unrealized +148.2%
ABT ABBOTT LABS 0.2%
Value ($000) $1,266,767 Shares 10,927 Est. Cost $33.65 Unrealized +218.9%
GOOG ALPHABET CLASS C 0.2%
Value ($000) $1,225,590 Shares 489 Est. Cost $64.91 Unrealized +82.3%
BMY BRISTOL MYERS SQUIBB CO. 0.2%
Value ($000) $1,194,742 Shares 17,880 Est. Cost $32.66 Unrealized +65.0%
CMCSA COMCAST CORP NEW COM CL A 0.2%
Value ($000) $1,190,235 Shares 20,874 Est. Cost $32.97 Unrealized +48.8%
V VISA INC COM CL A 0.2%
Value ($000) $1,178,687 Shares 5,041 Est. Cost $69.65 Unrealized +217.3%
PEOPLES UNITED FINANCIAL 0.2%
Value ($000) $1,111,820 Shares 64,867 Est. Cost $15055.60 Unrealized
GMAC CAP TR I GTD TR PFD-2 0.2%
Value ($000) $1,100,023 Shares 43,462 Est. Cost $25436.64 Unrealized
LINDE PLC COM 0.2%
Value ($000) $1,037,869 Shares 3,590 Est. Cost $162229.67 Unrealized
PATRIOT TRANSPORTATION HOLDING 0.1%
Value ($000) $935,912 Shares 82,756 Est. Cost $19781.06 Unrealized
FIRST HORIZON NATL CORP DP SHS 0.1%
Value ($000) $922,451 Shares 32,231 Est. Cost $26310.01 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $899,635 Shares 18,511 Est. Cost $22.32 Unrealized +88.0%
BLX BANCO LATINOAMER EXPORT S A CL 0.1%
Value ($000) $833,746 Shares 54,245 Est. Cost $13.58 Unrealized -13.2%
ELAN ELANCO ANIMAL HEALTH INC COM 0.1%
Value ($000) $816,950 Shares 23,550 Est. Cost $27.86 Unrealized +18.4%
KO COCA COLA CO 0.1%
Value ($000) $804,183 Shares 14,862 Est. Cost $28.79 Unrealized +64.2%
FDX FEDEX CORP 0.1%
Value ($000) $801,613 Shares 2,687 Est. Cost $134.66 Unrealized +100.7%
BKR BAKER HUGHES A GE CO CL A 0.1%
Value ($000) $747,437 Shares 32,682 Est. Cost $27.00 Unrealized -23.9%
ZBH ZIMMER HLDGS INC 0.1%
Value ($000) $709,216 Shares 4,410 Est. Cost $67.30 Unrealized +131.4%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $706,488 Shares 3,532 Est. Cost $12.23 Unrealized +30.7%
AXP AMERICAN EXPRESS COMPANY 0.1%
Value ($000) $703,054 Shares 4,255 Est. Cost $60.98 Unrealized +142.5%
DE DEERE & CO. 0.1%
Value ($000) $648,986 Shares 1,840 Est. Cost $68.04 Unrealized +403.8%
SON SONOCO PRODUCTS 0.1%
Value ($000) $637,289 Shares 9,526 Est. Cost $23.28 Unrealized +140.4%
SLB SCHLUMBERGER 0.1%
Value ($000) $628,997 Shares 19,650 Est. Cost $49.21 Unrealized -43.6%
FNF FIDELITY NATIONAL FINANCIAL FN 0.1%
Value ($000) $597,618 Shares 13,751 Est. Cost $27.29 Unrealized +28.2%
CSX CSX CORP 0.1%
Value ($000) $560,117 Shares 17,460 Est. Cost $17.63 Unrealized +75.6%
HII HUNTINGTON INGALLS INDS INC CO 0.1%
Value ($000) $554,905 Shares 2,633 Est. Cost $47.53 Unrealized +303.4%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $519,012 Shares 12,264 Est. Cost $23.06 Unrealized +50.3%
HANESBRANDS INC COM 0.1%
Value ($000) $516,879 Shares 27,685 Est. Cost $19124.20 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $514,403 Shares 3,030 Est. Cost $75.04 Unrealized +108.3%
NSRGY NESTLE ADR 0.1%
Value ($000) $498,599 Shares 4,000 Est. Cost $65779.99 Unrealized
AME AMETEK INC NEW 0.1%
Value ($000) $480,600 Shares 3,600 Est. Cost $44.57 Unrealized +191.4%
OMC OMNICOM GROUP 0.1%
Value ($000) $469,221 Shares 5,866 Est. Cost $41.33 Unrealized +66.9%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $426,944 Shares 3,200 Est. Cost $55130.00 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $416,100 Shares 950 Est. Cost $201.89 Unrealized +108.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $393,968 Shares 1,620 Est. Cost $144.69 Unrealized +53.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $388,756 Shares 1,683 Est. Cost $72.01 Unrealized +190.6%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $373,320 Shares 1,500 Est. Cost $64.87 Unrealized +262.6%
FORD MTR CO DEL 6.2 SR NT 59 0.1%
Value ($000) $371,963 Shares 13,650 Est. Cost $26670.03 Unrealized
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $364,154 Shares 2,092 Est. Cost $62.37 Unrealized +176.2%
IEX IDEX CORP 0.1%
Value ($000) $352,080 Shares 1,600 Est. Cost $45.08 Unrealized +362.6%
PRNHX T ROWE PRICE NEW HORIZON FD 0.1%
Value ($000) $349,163 Shares 3,862 Est. Cost $48919.07 Unrealized
EPD ENTERPRISE PRODS PARTNERS L CO 0.1%
Value ($000) $335,166 Shares 13,890 Est. Cost $43285.72 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $333,696 Shares 97 Est. Cost $80.64 Unrealized +106.1%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $326,452 Shares 5,646 Est. Cost $30.71 Unrealized +53.6%
LHX L3 HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $325,954 Shares 1,508 Est. Cost $180.55 Unrealized +8.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $317,608 Shares 2,349 Est. Cost $50418.07 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $306,034 Shares 3,566 Est. Cost $44.67 Unrealized +58.0%
HUM HUMANA INC 0.0%
Value ($000) $295,737 Shares 668 Est. Cost $77.23 Unrealized +441.3%
ROK ROCKWELL INTL CORP NEW 0.0%
Value ($000) $286,020 Shares 1,000 Est. Cost $67.20 Unrealized +270.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $284,771 Shares 15,621 Est. Cost $11.94 Unrealized +14.9%
HPQ HP INC COM 0.0%
Value ($000) $283,786 Shares 9,400 Est. Cost $10.42 Unrealized +161.0%
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $270,478 Shares 6,695 Est. Cost $62187.73 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $261,585 Shares 1,867 Est. Cost $32.55 Unrealized +295.0%
TXT TEXTRON INC 0.0%
Value ($000) $261,326 Shares 3,800 Est. Cost $26.50 Unrealized +142.7%
SWPPX SCHWAB S&P 500 INDEX FD 0.0%
Value ($000) $254,357 Shares 3,844 Est. Cost $49523.64 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $245,065 Shares 2,997 Est. Cost $47.48 Unrealized +51.0%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $242,221 Shares 2,955 Est. Cost $35.40 Unrealized +94.8%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $235,235 Shares 5,875 Est. Cost $24.41 Unrealized +17.3%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $226,537 Shares 675 Est. Cost $92.45 Unrealized +239.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $221,352 Shares 2,300 Est. Cost $40.02 Unrealized +113.6%
ORCL ORACLE SYS CORP 0.0%
Value ($000) $221,066 Shares 2,840 Est. Cost $30.19 Unrealized +143.7%
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $221,019 Shares 7,304 Est. Cost $26.93 Unrealized 0.0%
MCO MOODYS CORP 0.0%
Value ($000) $217,422 Shares 600 Est. Cost $53.10 Unrealized +503.0%
A AGILENT TECHNOLOGIES INC. 0.0%
Value ($000) $215,359 Shares 1,457 Est. Cost $27.97 Unrealized +372.9%
NTIC NORTHERN TECH INTL CORP 0.0%
Value ($000) $210,852 Shares 12,188 Est. Cost $8.10 Unrealized +82.8%
SNY SANOFI-AVENTIS ADR 0.0%
Value ($000) $204,268 Shares 3,879 Est. Cost $48251.92 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $203,370 Shares 3,000 Est. Cost $85390.00 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $200,402 Shares 1,498 Est. Cost $85.33 Unrealized +31.7%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $196,733 Shares 880 Est. Cost $49.85 Unrealized +311.2%
STIFEL FINL CORP 6.25 DPSHS PF 0.0%
Value ($000) $190,430 Shares 6,950 Est. Cost $25687.03 Unrealized
MKSI MKS INSTRS INC 0.0%
Value ($000) $177,950 Shares 1,000 Est. Cost $23.45 Unrealized +646.8%
NVGS NAVIGATOR HOLDINGS LTD SHS 0.0%
Value ($000) $172,463 Shares 15,750 Est. Cost $11.42 Unrealized -10.5%
WLY WILEY JOHN & SONS INC CLASS A 0.0%
Value ($000) $168,504 Shares 2,800 Est. Cost $27.09 Unrealized +87.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $158,418 Shares 2,600 Est. Cost $31.98 Unrealized +65.4%
MTB M & T BK CORP 0.0%
Value ($000) $155,918 Shares 1,073 Est. Cost $83.28 Unrealized +61.6%
JPMORGAN CHASE & CO 6 DEP NCM 0.0%
Value ($000) $152,799 Shares 5,300 Est. Cost $26820.97 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $143,631 Shares 3,359 Est. Cost $8.48 Unrealized +396.0%
BP BP AMOCO ADS 0.0%
Value ($000) $140,079 Shares 5,302 Est. Cost $37379.96 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $139,635 Shares 250 Est. Cost $536.82 Unrealized -6.1%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $137,134 Shares 916 Est. Cost $66.65 Unrealized +112.0%
PRITX ROWE T PRICE INTL FDS INC INTL 0.0%
Value ($000) $136,653 Shares 6,060 Est. Cost $14857.68 Unrealized
VFIAX VANGUARD INDEX FDS 500INDEX AD 0.0%
Value ($000) $132,881 Shares 335 Est. Cost $322827.72 Unrealized
CHAMPIONX CORPORATION COM 0.0%
Value ($000) $132,149 Shares 5,152 Est. Cost $9760.02 Unrealized
GRMN GARMIN LTD SHS 0.0%
Value ($000) $130,465 Shares 902 Est. Cost $76.70 Unrealized +65.2%
AT&T INC 5 DEP RP PFD A 0.0%
Value ($000) $130,150 Shares 4,750 Est. Cost $26300.00 Unrealized
CI CIGNA CORP NEW 0.0%
Value ($000) $129,914 Shares 548 Est. Cost $190.77 Unrealized +20.4%
EAT BRINKER INTL INC 0.0%
Value ($000) $129,885 Shares 2,100 Est. Cost $32.07 Unrealized +97.1%
NOV NOV INC COM 0.0%
Value ($000) $123,387 Shares 8,054 Est. Cost $14.51 Unrealized +7.2%
BUNGE LIMITED COM 0.0%
Value ($000) $117,225 Shares 1,500 Est. Cost $70769.98 Unrealized
QIAGEN NV SHS NEW 0.0%
Value ($000) $113,596 Shares 2,348 Est. Cost $28969.99 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $112,410 Shares 728 Est. Cost $32.07 Unrealized +352.4%
STT STATE STREET CORP 0.0%
Value ($000) $110,255 Shares 1,340 Est. Cost $46.48 Unrealized +55.9%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $107,901 Shares 1,053 Est. Cost $53.95 Unrealized +51.6%
BWA BORG WARNER AUTOMOTIVE INC 0.0%
Value ($000) $95,867 Shares 1,975 Est. Cost $28.02 Unrealized +46.9%
HPE HEWLETT PACKARD ENTERPRISE CCO 0.0%
Value ($000) $93,312 Shares 6,400 Est. Cost $6.50 Unrealized +111.7%
VLY VALLEY NATL BANCORP 0.0%
Value ($000) $91,687 Shares 6,827 Est. Cost $9.34 Unrealized +49.5%
GL GLOBE LIFE INC COM 0.0%
Value ($000) $85,725 Shares 900 Est. Cost $86.06 Unrealized +14.5%
TV GRUPO TELEVISA SA DE CV 0.0%
Value ($000) $85,680 Shares 6,000 Est. Cost $24840.00 Unrealized
SPX FLOW INC COM 0.0%
Value ($000) $84,812 Shares 1,300 Est. Cost $34430.00 Unrealized
LOW LOWES CO 0.0%
Value ($000) $84,377 Shares 435 Est. Cost $36.58 Unrealized +390.7%
ASPIX ALGER FDS II ALGER SPCTRA I 0.0%
Value ($000) $83,054 Shares 2,550 Est. Cost $29870.08 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $82,755 Shares 238 Est. Cost $205.06 Unrealized +55.4%
AEPGX EURO PAC GROWTH FD SH BEN INT 0.0%
Value ($000) $82,471 Shares 1,166 Est. Cost $52899.66 Unrealized
MORGAN STANLEY PFD A 1/1000 0.0%
Value ($000) $81,910 Shares 3,235 Est. Cost $23602.89 Unrealized
NEM NEWMONT MNG CORP 0.0%
Value ($000) $81,253 Shares 1,282 Est. Cost $27.83 Unrealized +108.1%
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $80,151 Shares 391 Est. Cost $56.98 Unrealized +210.0%
SPX CORP 0.0%
Value ($000) $79,404 Shares 1,300 Est. Cost $71980.00 Unrealized
XLK SECTOR SPDR TR SH BN INT-TCHLY 0.0%
Value ($000) $76,783 Shares 520 Est. Cost $147659.61 Unrealized
VSMAX VANGUARD INDEX FDS SMCP INDEX 0.0%
Value ($000) $74,479 Shares 690 Est. Cost $73789.85 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $72,857 Shares 387 Est. Cost $135.08 Unrealized +26.5%
MS MORGAN STANLEY 0.0%
Value ($000) $70,601 Shares 770 Est. Cost $19.43 Unrealized +279.2%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $70,531 Shares 1,192 Est. Cost $31.58 Unrealized +79.6%
HSY HERSHEY FOODS CORP 0.0%
Value ($000) $69,672 Shares 400 Est. Cost $74.38 Unrealized +102.5%
FRBAX HANCOCK JOHN INVT TR II REGL B 0.0%
Value ($000) $69,196 Shares 2,235 Est. Cost $19178.36 Unrealized
VTMGX VANGUARD TAX MANAGED INTL FDDE 0.0%
Value ($000) $67,922 Shares 4,109 Est. Cost $13180.09 Unrealized
GLAXO PLC 0.0%
Value ($000) $66,022 Shares 1,658 Est. Cost $49970.00 Unrealized
TELEPHONE & DATA SYSTEM 5.875 0.0%
Value ($000) $65,800 Shares 2,500 Est. Cost $24070.00 Unrealized
PPL PPL CORP 0.0%
Value ($000) $65,702 Shares 2,349 Est. Cost $25.02 Unrealized -3.0%
CAT CATERPILLAR 0.0%
Value ($000) $65,289 Shares 300 Est. Cost $61.55 Unrealized +244.2%
VFC V F CORP 0.0%
Value ($000) $63,581 Shares 775 Est. Cost $58.13 Unrealized +43.4%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $61,310 Shares 1,000 Est. Cost $25.91 Unrealized +79.9%
BVERS BEAVER COAL CO, LTD PRTNSH 0.0%
Value ($000) $57,225 Shares 35 Est. Cost $850000.00 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $55,761 Shares 920 Est. Cost $35.49 Unrealized +44.6%
DHR DANAHER CORP SHS BEN INT 0.0%
Value ($000) $53,672 Shares 200 Est. Cost $25.01 Unrealized +768.4%
CODI COMPASS DIVERSIFIED HOLDINGSSH 0.0%
Value ($000) $52,275 Shares 2,050 Est. Cost $8.30 Unrealized +143.6%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $50,340 Shares 1,678 Est. Cost $21.34 Unrealized +38.7%
SPIRIT AEROSYSTEMS HLDGS INCCO 0.0%
Value ($000) $50,257 Shares 1,065 Est. Cost $47189.67 Unrealized
PEG PUBLIC SVC ENTERPRISES 0.0%
Value ($000) $49,763 Shares 833 Est. Cost $25.70 Unrealized +105.7%
NVR NVR INC 0.0%
Value ($000) $49,733 Shares 10 Est. Cost $1493.76 Unrealized +225.4%
PIONEER NAT RES CO COM 0.0%
Value ($000) $48,756 Shares 300 Est. Cost $144750.00 Unrealized
FEUPX EURO PAC GROWTH FD AMERICAN FD 0.0%
Value ($000) $48,717 Shares 688 Est. Cost $52030.52 Unrealized
ET ENERGY TRANSFER EQUITY L P COM 0.0%
Value ($000) $47,314 Shares 4,451 Est. Cost $16659.30 Unrealized
FXAIX FIDELITY CONCORD STR TR 500 ID 0.0%
Value ($000) $46,373 Shares 310 Est. Cost $138599.42 Unrealized
VOD VODAFONE GROUP PLC NEW SPNSR A 0.0%
Value ($000) $46,114 Shares 2,692 Est. Cost $28728.22 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $46,020 Shares 240 Est. Cost $94.23 Unrealized +66.2%
ICAFX INVESTMENT CO AMER CL F-2 SHS 0.0%
Value ($000) $45,618 Shares 914 Est. Cost $35030.20 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $44,388 Shares 900 Est. Cost $22.29 Unrealized +57.3%
DNOW NOW INC COM 0.0%
Value ($000) $44,318 Shares 4,670 Est. Cost $33.70 Unrealized -69.4%
AIVSX INVESTMENT CO. OF AMERICA 0.0%
Value ($000) $43,248 Shares 866 Est. Cost $36529.27 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $42,398 Shares 938 Est. Cost $32248.17 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $41,742 Shares 1,075 Est. Cost $60070.17 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INCL 0.0%
Value ($000) $41,412 Shares 107 Est. Cost $176.31 Unrealized +88.9%
TJX TJX COS INC NEW 0.0%
Value ($000) $40,991 Shares 608 Est. Cost $35.90 Unrealized +77.3%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $40,903 Shares 596 Est. Cost $33.31 Unrealized +76.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $40,868 Shares 150 Est. Cost $178.61 Unrealized +47.2%
CITIGROUP CAPITAL 7.875 XIII 0.0%
Value ($000) $40,455 Shares 1,450 Est. Cost $26307.59 Unrealized
ARCC ARES CAP CORP COM 0.0%
Value ($000) $38,573 Shares 1,969 Est. Cost $6.46 Unrealized +93.5%
GRACE W R & CO DEL NEW 0.0%
Value ($000) $38,016 Shares 550 Est. Cost $54820.00 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $37,976 Shares 1,301 Est. Cost $36.04 Unrealized -43.8%
AOFIX ALGER FDS SMALL CP FOCUS 0.0%
Value ($000) $37,766 Shares 1,150 Est. Cost $32389.63 Unrealized
PONAX PIMCO FDS INCOME FD CL A 0.0%
Value ($000) $37,721 Shares 3,120 Est. Cost $12109.94 Unrealized
LBNDX LORD ABBETT BD DEB FD INC CL A 0.0%
Value ($000) $34,429 Shares 4,041 Est. Cost $8410.05 Unrealized
SWSSX SCHWAB SMALL CAP INDEX FUND 0.0%
Value ($000) $33,587 Shares 838 Est. Cost $29244.99 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $33,283 Shares 185 Est. Cost $98.77 Unrealized +59.4%
WY WEYERHAEUSER CO 0.0%
Value ($000) $32,699 Shares 950 Est. Cost $18.86 Unrealized +61.9%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $31,779 Shares 160 Est. Cost $76.76 Unrealized +129.6%
DCP MIDSTREAM PARTNERS LP COM 0.0%
Value ($000) $30,690 Shares 1,000 Est. Cost $53915.57 Unrealized
VIMAX VANGUARD INDEX FDS MDCAP INDX 0.0%
Value ($000) $29,689 Shares 101 Est. Cost $207610.89 Unrealized
SCHWAB CHARLES CORP NEW DEP SH 0.0%
Value ($000) $29,176 Shares 1,150 Est. Cost $26050.44 Unrealized
MLM MARTIN MARIETTA MTLS INC 0.0%
Value ($000) $28,848 Shares 82 Est. Cost $255.58 Unrealized +35.4%
ECL ECOLAB INC 0.0%
Value ($000) $28,836 Shares 140 Est. Cost $76.55 Unrealized +169.5%
BK TECHNOLOGIES CORPORATION CO 0.0%
Value ($000) $28,797 Shares 9,142 Est. Cost $4049.99 Unrealized
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $28,738 Shares 550 Est. Cost $60.82 Unrealized -14.7%
DODFX DODGE & COX FDS INTL STK FD 0.0%
Value ($000) $28,524 Shares 582 Est. Cost $43699.31 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $28,505 Shares 220 Est. Cost $84.55 Unrealized +34.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $28,473 Shares 350 Est. Cost $44.38 Unrealized +65.4%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $26,960 Shares 592 Est. Cost $42.65 Unrealized +10.2%
EQR EQUITY RESIDENTIAL PPTYS TR 0.0%
Value ($000) $26,950 Shares 350 Est. Cost $61.36 Unrealized +2.8%
VECTOR GROUP LTD COM 0.0%
Value ($000) $26,385 Shares 1,866 Est. Cost $21572.06 Unrealized
GOLDMAN SACHS GROUP INC PFD 1/ 0.0%
Value ($000) $26,095 Shares 1,048 Est. Cost $24040.08 Unrealized
WELLS FARGO & COMPANY 5.125 P 0.0%
Value ($000) $25,920 Shares 1,000 Est. Cost $23111.89 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $24,427 Shares 100 Est. Cost $154.88 Unrealized +47.0%
MBGAF DAIMLERCHRYSLER AG ORD 0.0%
Value ($000) $23,913 Shares 266 Est. Cost $30.91 Unrealized +116.7%
WAB WABTEC CORP COM 0.0%
Value ($000) $21,974 Shares 267 Est. Cost $69.17 Unrealized +14.3%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $21,753 Shares 190 Est. Cost $77.49 Unrealized +40.5%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $21,378 Shares 549 Est. Cost $62.87 Unrealized -43.2%
VBIRX VANGUARD BD INDEX FDS S-T BDIN 0.0%
Value ($000) $21,185 Shares 1,967 Est. Cost $10869.85 Unrealized
LYB LYONDELLBASELL INDUSTRIES N SH 0.0%
Value ($000) $20,574 Shares 200 Est. Cost $50.18 Unrealized +55.4%
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $20,385 Shares 1,500 Est. Cost $10.83 Unrealized +13.2%
ANWFX NEW PERSPECTIVE FD INC SHS CL 0.0%
Value ($000) $19,877 Shares 298 Est. Cost $36473.79 Unrealized
DCUSX DEUTSCHE INVT TR CROCI US FD S 0.0%
Value ($000) $19,392 Shares 1,600 Est. Cost $9779.85 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $18,784 Shares 168 Est. Cost $30.24 Unrealized +236.1%
ATHENE HLDG LTD CL A 0.0%
Value ($000) $16,875 Shares 250 Est. Cost $42972.83 Unrealized
VWDRY VESTAS WIND SYS AS UTD KINGDUN 0.0%
Value ($000) $14,315 Shares 1,100 Est. Cost $13717.27 Unrealized
KLAC KLA INSTRS CORP 0.0%
Value ($000) $14,265 Shares 44 Est. Cost $33.95 Unrealized +798.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $14,225 Shares 95 Est. Cost $16.24 Unrealized +325.8%
UGI UGI CORP NEW 0.0%
Value ($000) $14,032 Shares 303 Est. Cost $49.97 Unrealized -10.0%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $12,874 Shares 480 Est. Cost $31.14 Unrealized -21.3%
KN KNOWLES CORP COM 0.0%
Value ($000) $12,831 Shares 650 Est. Cost $29.82 Unrealized -31.7%
LBRDK LIBERTY BROADBAND CORP COM SER 0.0%
Value ($000) $12,677 Shares 73 Est. Cost $142.46 Unrealized +5.8%
TGMNX TCW FDS TTL RTN BD N 0.0%
Value ($000) $12,304 Shares 1,174 Est. Cost $10740.20 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCO 0.0%
Value ($000) $12,228 Shares 250 Est. Cost $58288.87 Unrealized
CFLGX CLEARBRIDGE TACTICAL DIVIDEND 0.0%
Value ($000) $11,815 Shares 580 Est. Cost $18879.31 Unrealized
SUNPOWER CORP COM 0.0%
Value ($000) $11,776 Shares 403 Est. Cost $33449.13 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $11,377 Shares 381 Est. Cost $16.41 Unrealized +67.1%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $10,788 Shares 345 Est. Cost $41.72 Unrealized -39.4%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $10,313 Shares 213 Est. Cost $60.15 Unrealized -18.3%
BANK OF AMERICA CORPORATION PF 0.0%
Value ($000) $10,248 Shares 400 Est. Cost $23690.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $9,837 Shares 26 Est. Cost $316.45 Unrealized +7.0%
TSIAX THORNBURG INVT TR STRAT INC FD 0.0%
Value ($000) $9,754 Shares 786 Est. Cost $12450.38 Unrealized
IVHIX IVY FDS INC HI INC FD CL I 0.0%
Value ($000) $8,963 Shares 1,250 Est. Cost $7029.90 Unrealized
GOLDMAN SACHS PFD VARIABLE RAT 0.0%
Value ($000) $8,497 Shares 344 Est. Cost $21699.81 Unrealized
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $8,459 Shares 100 Est. Cost $49.79 Unrealized +46.1%
FNIAX FIDELITY CONTRAFUND INC ADV NE 0.0%
Value ($000) $8,405 Shares 205 Est. Cost $32922.25 Unrealized
EQUITRANS MIDSTREAM CORPORATCO 0.0%
Value ($000) $8,306 Shares 976 Est. Cost $8309.72 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $8,074 Shares 198 Est. Cost $48.07 Unrealized -29.6%
VGENX VANGUARD SPECIALIZED PTFLS ENE 0.0%
Value ($000) $7,783 Shares 212 Est. Cost $31367.92 Unrealized
TDGMW TIDEWATER INC NEW WT EXP 11144 0.0%
Value ($000) $6,705 Shares 745 Est. Cost $20000.00 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $6,335 Shares 70 Est. Cost $84.02 Unrealized +11.1%
GIOAX GUGGENHEIM FDS TR MACRO OPP A 0.0%
Value ($000) $6,181 Shares 226 Est. Cost $25133.25 Unrealized
VTABX VANGUARD CHARLOTTE FDS TTINT I 0.0%
Value ($000) $6,045 Shares 265 Est. Cost $23388.68 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $5,960 Shares 100 Est. Cost $43.61 Unrealized +24.9%
ARRY ARRAY TECHNOLOGIES INC COM SHS 0.0%
Value ($000) $5,959 Shares 382 Est. Cost $39.93 Unrealized -47.2%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $5,915 Shares 50 Est. Cost $53067.64 Unrealized
MICRO FOCUS INTERNATIONAL PLC 0.0%
Value ($000) $5,482 Shares 728 Est. Cost $26190.07 Unrealized
PTON PELOTON INTERACTIVE INC CL A C 0.0%
Value ($000) $5,333 Shares 43 Est. Cost $27.81 Unrealized +282.8%
TMO THERMO FISHER SCIENTIFIC INC. 0.0%
Value ($000) $5,045 Shares 10 Est. Cost $466.00 Unrealized 0.0%
PTEN PATTERSON UTI ENERGY INC COM 0.0%
Value ($000) $4,970 Shares 500 Est. Cost $21.83 Unrealized -61.2%
CMI CUMMINS INC 0.0%
Value ($000) $4,876 Shares 20 Est. Cost $165.17 Unrealized +38.2%
TDADX TEMPLETON DEVELOPING MKTS TRSH 0.0%
Value ($000) $4,687 Shares 172 Est. Cost $20927.98 Unrealized
MET METLIFE INC 0.0%
Value ($000) $4,668 Shares 78 Est. Cost $37.51 Unrealized +46.8%
BLACKROCK ENH CAP & INC FD ICO 0.0%
Value ($000) $2,574 Shares 125 Est. Cost $14472.00 Unrealized
FKINX FRANKLIN CUSTODIAN FDS INC INC 0.0%
Value ($000) $2,523 Shares 1,009 Est. Cost $2072.89 Unrealized
OVV OVINTIV INC COM 0.0%
Value ($000) $2,518 Shares 80 Est. Cost $13.13 Unrealized +104.6%
OATLY GROUP AB SPONSORED ADS 0.0%
Value ($000) $2,446 Shares 100 Est. Cost $24460.00 Unrealized
NTLA INTELLIA THERAPEUTICS INC COM 0.0%
Value ($000) $2,267 Shares 14 Est. Cost $13.91 Unrealized +459.6%
FEDERAL HOME LN MTG CORP PFD 8 0.0%
Value ($000) $2,030 Shares 1,000 Est. Cost $4650.00 Unrealized
THC TENET HEALTHCARE CORPORATION C 0.0%
Value ($000) $2,010 Shares 30 Est. Cost $44.77 Unrealized +38.5%
CRSP CRISPR THERAPEUTICS AG NAMEN A 0.0%
Value ($000) $1,943 Shares 12 Est. Cost $54.60 Unrealized +122.7%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $1,899 Shares 238 Est. Cost $13.59 Unrealized -51.3%
ERIC ERICSSON L M TEL CO ADR B SEK 0.0%
Value ($000) $1,510 Shares 120 Est. Cost $11279.74 Unrealized
SABR SABRE CORP COM 0.0%
Value ($000) $1,248 Shares 100 Est. Cost $23.52 Unrealized -40.2%
AIG AMERICAN INTERNATIONAL GROUP I 0.0%
Value ($000) $1,190 Shares 25 Est. Cost $45.11 Unrealized -1.4%
LIBERTY BROADBAND CORP CUM RED 0.0%
Value ($000) $1,128 Shares 40 Est. Cost $28475.00 Unrealized
HRB H R BLOCK INC 0.0%
Value ($000) $939 Shares 40 Est. Cost $16.08 Unrealized +26.3%
EDIT EDITAS MEDICINE INC COM 0.0%
Value ($000) $736 Shares 13 Est. Cost $24.97 Unrealized +47.9%
CNDT CONDUENT INC COM 0.0%
Value ($000) $600 Shares 80 Est. Cost $15.22 Unrealized -52.1%
OXY/WS OCCIDENTAL PETE CORP WT EXP 08 0.0%
Value ($000) $584 Shares 42 Est. Cost $3000.00 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $400 Shares 7 Est. Cost $49.18 Unrealized -3.5%
BKRIF BANK IRELAND GROUP PLC ORD SHS 0.0%
Value ($000) $358 Shares 66 Est. Cost $6.69 Unrealized -27.0%
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $213 Shares 734 Est. Cost $44090.02 Unrealized
SGMO SANGAMO THERAPEUTICS INC COM 0.0%
Value ($000) $168 Shares 14 Est. Cost $9.20 Unrealized +23.1%
SGOVX FIRST EAGLE FDS INC OVERSEAS F 0.0%
Value ($000) $108 Shares 4 Est. Cost $25500.00 Unrealized
TDW TIDEWATER INC NEW COM 0.0%
Value ($000) $96 Shares 8 Est. Cost $26.05 Unrealized -49.0%
GERN GERON CORP COM 0.0%
Value ($000) $66 Shares 47 Est. Cost $1.45 Unrealized +0.6%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $18 Shares 1 Est. Cost $22000.00 Unrealized
ENDEAVOUR INTL CORP 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
SEARS ROEBUCK ACCEP CORP NT 7. 0.0%
Value ($000) $0 Shares 291 Est. Cost $601.37 Unrealized
NORTEL NETWORKS 0.0%
Value ($000) $0 Shares 242 Est. Cost $8.26 Unrealized