Baker Ellis Asset Management LLC Diversified Active

CIK: 0001365559 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 12, 2020

Total Value ($000): $279,074 (100.0% shares, 0.0% debt)

Holdings (183)

VTI Vanguard Total Stock Mkt ETF 11.5%
Value ($000) $32,031 Shares 248,479 Est. Cost $93.83 Unrealized
VYM Vanguard High Dividend Yield Index ETF 5.5%
Value ($000) $15,245 Shares 215,481 Est. Cost $59.35 Unrealized
BRK/B Berkshire Hathaway Cl B 4.0%
Value ($000) $11,079 Shares 60,598 Est. Cost $116.41 Unrealized +82.6%
VGT Vanguard Information Technology ETF 3.4%
Value ($000) $9,407 Shares 44,393 Est. Cost $92.57 Unrealized
MSFT Microsoft 3.3%
Value ($000) $9,309 Shares 59,028 Est. Cost $28.28 Unrealized +452.8%
PRF Invesco FTSE RAFI US 1000 ETF 2.9%
Value ($000) $7,996 Shares 86,503 Est. Cost $113.42 Unrealized
VOO Vanguard S&P 500 ETF 2.6%
Value ($000) $7,192 Shares 30,369 Est. Cost $194.21 Unrealized
GBIL Goldman Sachs TreasuryAccess 0-1 Year ETF 2.2%
Value ($000) $6,057 Shares 60,105 Est. Cost $100.11 Unrealized
DGS WisdomTree Emerging Mkts Smallcap Div 1.7%
Value ($000) $4,882 Shares 147,795 Est. Cost $44.54 Unrealized
PEP Pepsico, Inc. 1.7%
Value ($000) $4,709 Shares 39,211 Est. Cost $60.25 Unrealized +87.2%
SHY iShares 1-3 Yr Treas Index Fd 1.7%
Value ($000) $4,672 Shares 53,910 Est. Cost $83.79 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility 1.7%
Value ($000) $4,670 Shares 75,265 Est. Cost $65.82 Unrealized
JNJ Johnson & Johnson 1.6%
Value ($000) $4,524 Shares 34,502 Est. Cost $70.06 Unrealized +71.5%
KR Kroger 1.5%
Value ($000) $4,168 Shares 138,378 Est. Cost $21.79 Unrealized +18.9%
AAPL Apple Computer 1.5%
Value ($000) $4,160 Shares 16,359 Est. Cost $25.77 Unrealized +175.8%
BRK/A Berkshire Hathaway Cl A 1.4%
Value ($000) $3,808 Shares 14 Est. Cost $180542.53 Unrealized +76.5%
NOC Northrop Grumman Corp. 1.3%
Value ($000) $3,682 Shares 12,171 Est. Cost $66.04 Unrealized +377.8%
GOOG Alphabet Inc. CL C 1.3%
Value ($000) $3,611 Shares 3,105 Est. Cost $42.98 Unrealized +56.7%
VZ Verizon Communications 1.3%
Value ($000) $3,596 Shares 66,936 Est. Cost $29.69 Unrealized +38.1%
UNP Union Pacific Corporation 1.3%
Value ($000) $3,515 Shares 24,922 Est. Cost $66.96 Unrealized +116.5%
JPM J P Morgan Chase 1.2%
Value ($000) $3,486 Shares 38,722 Est. Cost $68.23 Unrealized +51.9%
SYK Stryker Corp 1.2%
Value ($000) $3,252 Shares 19,535 Est. Cost $89.01 Unrealized +105.9%
CMCSA Comcast Corporation 1.1%
Value ($000) $3,077 Shares 89,498 Est. Cost $29.30 Unrealized +23.0%
VT Vanguard Total World Stk Index ETF 1.1%
Value ($000) $3,044 Shares 48,475 Est. Cost $56.36 Unrealized
Lam Research Corp. 1.1%
Value ($000) $2,989 Shares 12,455 Est. Cost $181.33 Unrealized
LPX Louisiana Pacific 1.1%
Value ($000) $2,982 Shares 173,550 Est. Cost $24.66 Unrealized +12.2%
DIS Walt Disney Co. 1.1%
Value ($000) $2,933 Shares 30,361 Est. Cost $85.17 Unrealized +45.0%
COST Costco Wholesale 1.0%
Value ($000) $2,898 Shares 10,163 Est. Cost $139.92 Unrealized +98.5%
SHV iShares Short Treasury Bond 0.9%
Value ($000) $2,643 Shares 23,810 Est. Cost $111.00 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.9%
Value ($000) $2,504 Shares 29,800 Est. Cost $105.03 Unrealized
Laboratory Corp of America Holdings 0.8%
Value ($000) $2,336 Shares 18,481 Est. Cost $147.61 Unrealized
MGC Vanguard Mega Cap ETF 0.8%
Value ($000) $2,315 Shares 25,460 Est. Cost $65.14 Unrealized
IXUS iShares Core MSCI Total Intl Stk ETF 0.8%
Value ($000) $2,292 Shares 48,750 Est. Cost $52.15 Unrealized
VHT Vanguard Health Care ETF 0.8%
Value ($000) $2,280 Shares 13,730 Est. Cost $106.57 Unrealized
WY Weyerhaeuser 0.8%
Value ($000) $2,269 Shares 133,835 Est. Cost $20.61 Unrealized +2.7%
HON Honeywell International Inc 0.8%
Value ($000) $2,257 Shares 16,873 Est. Cost $71.68 Unrealized +90.5%
WWD Woodward Inc. 0.8%
Value ($000) $2,193 Shares 36,900 Est. Cost $99.77 Unrealized 0.0%
FMX Fomento Economico Mexicano 0.8%
Value ($000) $2,162 Shares 35,729 Est. Cost $89.53 Unrealized
VXF Vanguard Extended Mkt ETF 0.7%
Value ($000) $2,027 Shares 22,386 Est. Cost $72.04 Unrealized
AMZN Amazon.com Inc. 0.7%
Value ($000) $1,881 Shares 965 Est. Cost $37.33 Unrealized +159.3%
QQQ Invesco QQQ Trust 0.7%
Value ($000) $1,862 Shares 9,780 Est. Cost $180.56 Unrealized
VBR Vanguard Small Cap Value ETF 0.6%
Value ($000) $1,758 Shares 19,800 Est. Cost $109.40 Unrealized
IMKTA Ingles Markets, Inc. 0.6%
Value ($000) $1,746 Shares 48,282 Est. Cost $22.44 Unrealized +65.9%
VNQ Vanguard REIT ETF 0.6%
Value ($000) $1,638 Shares 23,455 Est. Cost $82.10 Unrealized
NVS Novartis AG Adr 0.6%
Value ($000) $1,628 Shares 19,741 Est. Cost $71.44 Unrealized
SPY S & P 500 Index Fund 0.6%
Value ($000) $1,568 Shares 6,085 Est. Cost $175.13 Unrealized
NKE Nike, Inc. 0.6%
Value ($000) $1,538 Shares 18,585 Est. Cost $42.55 Unrealized +101.9%
MAA Mid-America Apartment Communities Inc. 0.5%
Value ($000) $1,531 Shares 14,855 Est. Cost $65.16 Unrealized +63.2%
GLD Streettracks Gold Shrs 0.5%
Value ($000) $1,529 Shares 10,327 Est. Cost $120.55 Unrealized
TAP Molson Coors Brewing Company 0.5%
Value ($000) $1,501 Shares 38,489 Est. Cost $50.13 Unrealized -12.8%
IRM Iron Mountain Inc 0.5%
Value ($000) $1,470 Shares 61,770 Est. Cost $23.87 Unrealized -5.5%
Raytheon 0.5%
Value ($000) $1,457 Shares 11,111 Est. Cost $101.36 Unrealized
BALL Ball Corp 0.5%
Value ($000) $1,455 Shares 22,500 Est. Cost $28.74 Unrealized +127.2%
DWM WisdomTree DEFA ETF 0.5%
Value ($000) $1,439 Shares 36,447 Est. Cost $49.81 Unrealized
GOOGL Alphabet Inc. CL A 0.5%
Value ($000) $1,345 Shares 1,157 Est. Cost $37.13 Unrealized +81.1%
Urstadt Biddle Pptys Inc Cl A 0.5%
Value ($000) $1,338 Shares 94,900 Est. Cost $19.36 Unrealized
CVX ChevronTexaco 0.5%
Value ($000) $1,328 Shares 18,324 Est. Cost $75.25 Unrealized +1.0%
JMST JPMorgan Ultra-Short Municipal Inc ETF 0.5%
Value ($000) $1,326 Shares 26,300 Est. Cost $50.45 Unrealized
MMM 3M Company 0.4%
Value ($000) $1,232 Shares 9,025 Est. Cost $121.10 Unrealized -12.5%
JHMM John Hancock Multifactor Mid Cap ETF 0.4%
Value ($000) $1,189 Shares 41,841 Est. Cost $29.49 Unrealized
HD Home Depot 0.4%
Value ($000) $1,107 Shares 5,929 Est. Cost $62.55 Unrealized +203.9%
PLD ProLogis 0.4%
Value ($000) $1,083 Shares 13,470 Est. Cost $67.32 Unrealized +10.1%
JBTM John Bean Technologies 0.4%
Value ($000) $1,081 Shares 14,556 Est. Cost $19.54 Unrealized +401.4%
VPU Vanguard Utilities ETF 0.4%
Value ($000) $1,079 Shares 8,853 Est. Cost $82.42 Unrealized
VMware Inc Cl A 0.4%
Value ($000) $1,061 Shares 8,760 Est. Cost $121.12 Unrealized
SCZ iShares Msci Eafe Small Cap Index Fd 0.4%
Value ($000) $1,041 Shares 23,210 Est. Cost $51.82 Unrealized
SPDR Gold MiniShares 0.4%
Value ($000) $1,002 Shares 63,750 Est. Cost $15.18 Unrealized
ES Eversource Energy 0.3%
Value ($000) $961 Shares 12,290 Est. Cost $36.19 Unrealized +95.3%
VFH Vanguard Financials ETF 0.3%
Value ($000) $939 Shares 18,505 Est. Cost $53.36 Unrealized
MFUS PIMCO RAFI Dyn Multi-Factor US Eq ETF 0.3%
Value ($000) $927 Shares 39,080 Est. Cost $23.72 Unrealized
BSV Vanguard Short Term Bond ETF 0.3%
Value ($000) $904 Shares 11,000 Est. Cost $79.70 Unrealized
DE Deere & Company 0.3%
Value ($000) $891 Shares 6,446 Est. Cost $122.83 Unrealized +18.6%
V Visa Inc 0.3%
Value ($000) $870 Shares 5,398 Est. Cost $66.09 Unrealized +173.4%
SBUX Starbucks 0.3%
Value ($000) $853 Shares 12,968 Est. Cost $37.86 Unrealized +87.5%
PPL PPL Corp. 0.3%
Value ($000) $839 Shares 33,983 Est. Cost $18.07 Unrealized +39.5%
MRK Merck & Co Inc 0.3%
Value ($000) $806 Shares 10,470 Est. Cost $43.89 Unrealized +48.3%
PSX Phillips 66 0.3%
Value ($000) $800 Shares 14,917 Est. Cost $63.79 Unrealized 0.0%
United Technologies Corp. 0.3%
Value ($000) $783 Shares 8,296 Est. Cost $93.66 Unrealized
POR Portland Gen Elec Co 0.3%
Value ($000) $783 Shares 16,340 Est. Cost $21.22 Unrealized +106.6%
HST Host Hotels & Resorts, Inc. 0.3%
Value ($000) $778 Shares 70,475 Est. Cost $12.28 Unrealized -0.1%
ITT ITT Inc. 0.3%
Value ($000) $750 Shares 16,525 Est. Cost $52.17 Unrealized +18.9%
WM Waste Management 0.3%
Value ($000) $748 Shares 8,086 Est. Cost $30.90 Unrealized +237.1%
INTC Intel 0.3%
Value ($000) $745 Shares 13,757 Est. Cost $26.46 Unrealized +97.8%
BA Boeing 0.3%
Value ($000) $712 Shares 4,775 Est. Cost $216.43 Unrealized +26.1%
Fiat Chrysler Automobiles N.V. 0.3%
Value ($000) $707 Shares 98,320 Est. Cost $11.05 Unrealized
VEU Vanguard FTSE All World exUS ETF 0.2%
Value ($000) $697 Shares 17,000 Est. Cost $41.00 Unrealized
JPIN JP Morgan Diversified Return Intl Eq ETF 0.2%
Value ($000) $675 Shares 15,616 Est. Cost $52.50 Unrealized
VSS Vanguard FTSE All World ex-US Small-Cap ETF 0.2%
Value ($000) $658 Shares 8,405 Est. Cost $102.00 Unrealized
ABBV AbbVie Inc. 0.2%
Value ($000) $619 Shares 8,119 Est. Cost $27.91 Unrealized +140.7%
Nordstrom Inc. 0.2%
Value ($000) $619 Shares 40,375 Est. Cost $47.21 Unrealized
WMT Wal-Mart Stores 0.2%
Value ($000) $618 Shares 5,439 Est. Cost $21.69 Unrealized +63.1%
NEE NextEra Energy Inc New 0.2%
Value ($000) $587 Shares 2,438 Est. Cost $15.99 Unrealized +239.6%
USB US Bancorp 0.2%
Value ($000) $584 Shares 16,950 Est. Cost $22.62 Unrealized +64.6%
Urstadt Biddle Pptys 0.2%
Value ($000) $572 Shares 50,914 Est. Cost $18.12 Unrealized
STWD Starwood Ppty Trust, Inc. 0.2%
Value ($000) $551 Shares 53,750 Est. Cost $21.65 Unrealized
HIW Highwoods Properties Inc. 0.2%
Value ($000) $538 Shares 15,192 Est. Cost $40.76 Unrealized
AHRT Armada Hoffler Properties, Inc. 0.2%
Value ($000) $523 Shares 48,850 Est. Cost $13.12 Unrealized
SON Sonoco Products 0.2%
Value ($000) $513 Shares 11,060 Est. Cost $26.93 Unrealized +60.1%
TGT Target Corporation 0.2%
Value ($000) $511 Shares 5,500 Est. Cost $88.39 Unrealized +7.5%
BMY Bristol Myers Squibb 0.2%
Value ($000) $489 Shares 8,772 Est. Cost $29.02 Unrealized +67.4%
LMT Lockheed Martin Corp 0.2%
Value ($000) $464 Shares 1,370 Est. Cost $269.09 Unrealized +24.5%
Hanesbrands Inc. 0.2%
Value ($000) $446 Shares 56,620 Est. Cost $20.76 Unrealized
EXPE Expedia Inc. 0.2%
Value ($000) $427 Shares 7,585 Est. Cost $94.97 Unrealized 0.0%
Skechers U.S.A., Inc. 0.1%
Value ($000) $390 Shares 16,425 Est. Cost $23.74 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $381 Shares 2,790 Est. Cost $53.61 Unrealized +164.8%
GS Goldman Sachs Group Inc 0.1%
Value ($000) $374 Shares 2,420 Est. Cost $184.40 Unrealized 0.0%
iShares Gold Trust 0.1%
Value ($000) $362 Shares 24,000 Est. Cost $13.44 Unrealized
PFE Pfizer Inc. 0.1%
Value ($000) $357 Shares 10,929 Est. Cost $17.66 Unrealized +46.3%
XOM Exxon Mobil 0.1%
Value ($000) $356 Shares 9,366 Est. Cost $52.43 Unrealized -19.7%
MATX Matson Navigation Co. 0.1%
Value ($000) $337 Shares 10,996 Est. Cost $19.67 Unrealized +64.2%
UNH Unitedhealth Group 0.1%
Value ($000) $334 Shares 1,339 Est. Cost $58.25 Unrealized +328.7%
UPS United Parcel Service, Inc. 0.1%
Value ($000) $333 Shares 3,560 Est. Cost $81.89 Unrealized 0.0%
ALB Albemarle Corp 0.1%
Value ($000) $330 Shares 5,860 Est. Cost $118.88 Unrealized -40.2%
DUK Duke Energy 0.1%
Value ($000) $325 Shares 4,013 Est. Cost $66.91 Unrealized +8.7%
NBTB NBT Bancorp Inc 0.1%
Value ($000) $324 Shares 10,000 Est. Cost $20.54 Unrealized +78.3%
BRX Brixmor Property Group Inc. 0.1%
Value ($000) $321 Shares 33,825 Est. Cost $18.29 Unrealized
Discover Financial Services 0.1%
Value ($000) $317 Shares 8,890 Est. Cost $35.66 Unrealized
D Dominion Resources 0.1%
Value ($000) $317 Shares 4,395 Est. Cost $34.60 Unrealized +82.4%
Atlas Corp 0.1%
Value ($000) $312 Shares 40,520 Est. Cost $7.70 Unrealized
NSC Norfolk Southern Crp 0.1%
Value ($000) $307 Shares 2,100 Est. Cost $57.67 Unrealized +183.7%
PG Procter & Gamble 0.1%
Value ($000) $304 Shares 2,763 Est. Cost $56.39 Unrealized +84.1%
CSCO Cisco Systems 0.1%
Value ($000) $302 Shares 7,680 Est. Cost $19.78 Unrealized +85.4%
ITIC Investors Title 0.1%
Value ($000) $291 Shares 2,275 Est. Cost $71.14 Unrealized +116.2%
ORCL Oracle 0.1%
Value ($000) $285 Shares 5,904 Est. Cost $38.31 Unrealized +24.0%
EW Edwards Lifesciences 0.1%
Value ($000) $281 Shares 1,489 Est. Cost $23.03 Unrealized +213.1%
BK Bank of New York Mellon 0.1%
Value ($000) $269 Shares 7,990 Est. Cost $23.00 Unrealized +53.7%
OSK Oshkosh Corp 0.1%
Value ($000) $266 Shares 4,140 Est. Cost $70.95 Unrealized +0.1%
IWS iShares Russell Midcap Value Index 0.1%
Value ($000) $263 Shares 4,107 Est. Cost $72.60 Unrealized
PHYS Sprott Physical Gold Trust 0.1%
Value ($000) $262 Shares 20,000 Est. Cost $12.45 Unrealized
CLX Clorox Company 0.1%
Value ($000) $260 Shares 1,500 Est. Cost $64.48 Unrealized +115.1%
BCC Boise Cascade Co 0.1%
Value ($000) $259 Shares 10,900 Est. Cost $24.48 Unrealized 0.0%
Monmouth Real Estate Investment Corp. 0.1%
Value ($000) $251 Shares 20,800 Est. Cost $12.07 Unrealized
VGSH Vanguard Short-Term Treasury ETF 0.1%
Value ($000) $249 Shares 4,001 Est. Cost $60.98 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $244 Shares 3,005 Est. Cost $96.71 Unrealized
IWR iShares Russell Mid-Cap Index 0.1%
Value ($000) $236 Shares 5,476 Est. Cost $76.26 Unrealized
CLAR Clarus Corp. 0.1%
Value ($000) $229 Shares 23,400 Est. Cost $9.06 Unrealized +23.9%
RYN Rayonier 0.1%
Value ($000) $228 Shares 9,670 Est. Cost $47.74 Unrealized
MRTN MartenTransport Ltd. 0.1%
Value ($000) $228 Shares 11,125 Est. Cost $6.70 Unrealized +79.6%
IWB iShares Russell 1000 0.1%
Value ($000) $226 Shares 1,596 Est. Cost $113.42 Unrealized
SJM JM Smucker 0.1%
Value ($000) $224 Shares 2,020 Est. Cost $77.96 Unrealized +13.2%
MDU MDU Resources Group Inc. 0.1%
Value ($000) $224 Shares 10,400 Est. Cost $8.69 Unrealized +1.6%
QDF Flexshares Quality Dividend Index Fd. 0.1%
Value ($000) $220 Shares 6,117 Est. Cost $35.32 Unrealized
AXP American Express 0.1%
Value ($000) $212 Shares 2,478 Est. Cost $59.99 Unrealized +79.4%
TROW T Rowe Price Group, Inc. 0.1%
Value ($000) $211 Shares 2,160 Est. Cost $58.37 Unrealized +63.7%
BNS Bank of Nova Scotia 0.1%
Value ($000) $183 Shares 4,500 Est. Cost $31.18 Unrealized +17.7%
FNDX Schwab Fundamental US Large Company ETF 0.1%
Value ($000) $182 Shares 5,800 Est. Cost $35.54 Unrealized
BAC Bank of America 0.1%
Value ($000) $178 Shares 8,400 Est. Cost $20.49 Unrealized +26.5%
ACN Accenture PLC 0.1%
Value ($000) $178 Shares 1,090 Est. Cost $63.81 Unrealized +177.4%
IP Intl Paper Co. 0.1%
Value ($000) $167 Shares 5,350 Est. Cost $26.47 Unrealized +7.7%
LUV Southwest Air 0.1%
Value ($000) $167 Shares 4,680 Est. Cost $24.19 Unrealized +90.1%
IWD iShares Russell 1000 Value Index Fd 0.1%
Value ($000) $165 Shares 1,663 Est. Cost $102.37 Unrealized
KO Coca-Cola Company 0.1%
Value ($000) $164 Shares 3,700 Est. Cost $28.19 Unrealized +59.6%
FDX Fedex Corp 0.1%
Value ($000) $164 Shares 1,350 Est. Cost $93.56 Unrealized +34.8%
Equity Commonwealth 0.1%
Value ($000) $159 Shares 5,000 Est. Cost $31.80 Unrealized
AB AllianceBernstein Holding L.P. 0.1%
Value ($000) $158 Shares 8,500 Est. Cost $24.94 Unrealized
CNI Canadian National Railway Co. 0.1%
Value ($000) $147 Shares 1,900 Est. Cost $42.50 Unrealized +83.4%
City Office Reit, Inc. 0.1%
Value ($000) $144 Shares 19,900 Est. Cost $10.40 Unrealized
NWS News Corp Cl B new 0.1%
Value ($000) $142 Shares 15,800 Est. Cost $11.78 Unrealized +3.1%
HUM Humana Inc. 0.0%
Value ($000) $126 Shares 400 Est. Cost $71.14 Unrealized +349.8%
BDX Becton Dickinson Co 0.0%
Value ($000) $126 Shares 550 Est. Cost $117.39 Unrealized +91.6%
GLW Corning Inc 0.0%
Value ($000) $125 Shares 6,100 Est. Cost $15.18 Unrealized +45.6%
TMP Tompkins Financial Corp 0.0%
Value ($000) $122 Shares 1,700 Est. Cost $41.71 Unrealized +59.9%
BAX Baxter International 0.0%
Value ($000) $122 Shares 1,500 Est. Cost $64.40 Unrealized +19.2%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $117 Shares 1,460 Est. Cost $73.17 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $116 Shares 1,302 Est. Cost $89.96 Unrealized
DGX Quest Diagnostics Inc. 0.0%
Value ($000) $112 Shares 1,400 Est. Cost $58.24 Unrealized +58.3%
General American Investors Co. 0.0%
Value ($000) $110 Shares 4,000 Est. Cost $34.48 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $110 Shares 1,800 Est. Cost $67.63 Unrealized
MO Altria Group 0.0%
Value ($000) $110 Shares 2,850 Est. Cost $29.72 Unrealized -7.3%
Trustco Bk Corp Ny 0.0%
Value ($000) $108 Shares 20,000 Est. Cost $5.44 Unrealized
COLM Columbia Sportswear 0.0%
Value ($000) $108 Shares 1,550 Est. Cost $78.60 Unrealized 0.0%
UGI UGI Corp 0.0%
Value ($000) $107 Shares 4,000 Est. Cost $28.86 Unrealized +31.3%
LSCC Lattice Semiconductor 0.0%
Value ($000) $107 Shares 6,000 Est. Cost $18.33 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $106 Shares 835 Est. Cost $116.38 Unrealized
EQR Equity Residential 0.0%
Value ($000) $105 Shares 1,700 Est. Cost $31.71 Unrealized +93.5%
Seagate Technology 0.0%
Value ($000) $102 Shares 2,100 Est. Cost $53.81 Unrealized
LXFR Luxfer Holdings PLC 0.0%
Value ($000) $102 Shares 7,200 Est. Cost $24.31 Unrealized -34.6%
ALL Allstate 0.0%
Value ($000) $102 Shares 1,110 Est. Cost $76.90 Unrealized +22.6%
Pope Resources a Delaware LP 0.0%
Value ($000) $101 Shares 1,200 Est. Cost $70.29 Unrealized
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $100 Shares 515 Est. Cost $211.65 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $100 Shares 1,270 Est. Cost $31.09 Unrealized +142.3%
TRAK Park City Group Inc. 0.0%
Value ($000) $70 Shares 18,450 Est. Cost $8.16 Unrealized -40.9%
Westport Fuel Systems Inc. 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $2.50 Unrealized