Rodgers Brothers Inc. Diversified Active

CIK: 0001397290 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value ($000): $506,012 (100.0% shares, 0.0% debt)

Holdings (192)

LLY ELI LILLY & CO 4.9%
Value ($000) $24,924 Shares 76,873 Est. Cost $52.36 Unrealized +455.5%
ABBV ABBVIE INC 3.7%
Value ($000) $18,836 Shares 122,982 Est. Cost $38.99 Unrealized +243.9%
II-VI INC 3.3%
Value ($000) $16,467 Shares 323,192 Est. Cost $946.57 Unrealized
PG PROCTER & GAMBLE CO 3.1%
Value ($000) $15,767 Shares 109,650 Est. Cost $61.51 Unrealized +123.2%
ABT ABBOTT LABORATORIES 2.5%
Value ($000) $12,764 Shares 117,474 Est. Cost $30.34 Unrealized +249.7%
MSFT MICROSOFT CORP 2.2%
Value ($000) $10,902 Shares 42,450 Est. Cost $38.18 Unrealized +589.9%
STX SEAGATE TECHNOLOGY HOLDINGS PLC 2.1%
Value ($000) $10,501 Shares 146,996 Est. Cost $77.17 Unrealized -7.0%
JNJ JOHNSON & JOHNSON 2.0%
Value ($000) $10,011 Shares 56,399 Est. Cost $73.23 Unrealized +118.4%
EMR EMERSON ELECTRIC CO 1.8%
Value ($000) $9,337 Shares 117,391 Est. Cost $44.72 Unrealized +83.1%
GIS GENERAL MILLS INC 1.7%
Value ($000) $8,556 Shares 113,403 Est. Cost $42.02 Unrealized +47.2%
BMI BADGER METER INC 1.7%
Value ($000) $8,532 Shares 105,471 Est. Cost $34.14 Unrealized +135.7%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value ($000) $8,173 Shares 161,054 Est. Cost $31.56 Unrealized +27.1%
KMB KIMBERLY CLARK CORP 1.6%
Value ($000) $7,973 Shares 58,991 Est. Cost $99.10 Unrealized +15.8%
WSM WILLIAMS SONOMA INC 1.6%
Value ($000) $7,955 Shares 71,697 Est. Cost $39.58 Unrealized +52.2%
UNP UNION PACIFIC CORP 1.6%
Value ($000) $7,917 Shares 37,118 Est. Cost $70.26 Unrealized +197.2%
KO COCA-COLA CO 1.5%
Value ($000) $7,759 Shares 123,335 Est. Cost $33.86 Unrealized +67.7%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $7,130 Shares 188,118 Est. Cost $757.62 Unrealized
EW EDWARDS LIFESCIENCES CORP 1.4%
Value ($000) $7,128 Shares 74,958 Est. Cost $54.20 Unrealized +91.0%
TGT TARGET CORP 1.3%
Value ($000) $6,651 Shares 47,096 Est. Cost $51.40 Unrealized +231.1%
NFG NATIONAL FUEL GAS CO 1.3%
Value ($000) $6,379 Shares 96,583 Est. Cost $54.71 Unrealized +28.2%
MKC MCCORMICK & COMPANY INC 1.3%
Value ($000) $6,360 Shares 76,400 Est. Cost $56.13 Unrealized +55.1%
HOLX HOLOGIC INC 1.2%
Value ($000) $6,125 Shares 88,385 Est. Cost $68.59 Unrealized +8.2%
CVX CHEVRON CORP 1.2%
Value ($000) $6,042 Shares 41,730 Est. Cost $71.51 Unrealized +99.6%
IBM INTERNATIONAL BUSINESS MACHINE 1.1%
Value ($000) $5,652 Shares 40,029 Est. Cost $101.61 Unrealized +15.6%
HRB H & R BLOCK INC 1.1%
Value ($000) $5,628 Shares 159,350 Est. Cost $20.49 Unrealized +35.2%
KELLOGG CO 1.1%
Value ($000) $5,554 Shares 77,853 Est. Cost $44.62 Unrealized +28.5%
MRK MERCK & COMPANY INC 1.0%
Value ($000) $5,306 Shares 58,200 Est. Cost $51.29 Unrealized +54.4%
PPG PPG INDUSTRIES INC 1.0%
Value ($000) $5,231 Shares 45,752 Est. Cost $109.06 Unrealized +6.0%
CL COLGATE-PALMOLIVE CO 1.0%
Value ($000) $5,051 Shares 63,033 Est. Cost $48.70 Unrealized +47.5%
PEP PEPSICO INC 1.0%
Value ($000) $5,023 Shares 30,142 Est. Cost $89.20 Unrealized +67.9%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $4,885 Shares 63,441 Est. Cost $48.64 Unrealized +33.6%
AAPL APPLE INC 1.0%
Value ($000) $4,848 Shares 35,457 Est. Cost $104.65 Unrealized +42.0%
TXN TEXAS INSTRUMENTS INC 0.9%
Value ($000) $4,607 Shares 29,983 Est. Cost $120.19 Unrealized +25.6%
FDX FEDEX CORP 0.9%
Value ($000) $4,478 Shares 19,752 Est. Cost $168.71 Unrealized +16.6%
AXP AMERICAN EXPRESS COMPANY 0.9%
Value ($000) $4,394 Shares 31,700 Est. Cost $58.89 Unrealized +167.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.8%
Value ($000) $4,173 Shares 39,716 Est. Cost $117.39 Unrealized -2.2%
ORI OLD REPUBLIC INTL CORP 0.8%
Value ($000) $4,105 Shares 183,603 Est. Cost $13.98 Unrealized +24.9%
GPC GENUINE PARTS CO 0.8%
Value ($000) $3,987 Shares 29,977 Est. Cost $90.48 Unrealized +33.0%
OKE ONEOK INC 0.8%
Value ($000) $3,870 Shares 69,725 Est. Cost $42.52 Unrealized +25.7%
OGN ORGANON & CO 0.8%
Value ($000) $3,848 Shares 114,008 Est. Cost $27.10 Unrealized +8.9%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,733 Shares 43,594 Est. Cost $53.65 Unrealized +48.3%
MSA MSA SAFETY INC 0.7%
Value ($000) $3,725 Shares 30,769 Est. Cost $55.70 Unrealized +123.2%
PFE PFIZER INC 0.7%
Value ($000) $3,711 Shares 70,783 Est. Cost $34.67 Unrealized +21.1%
PSX PHILLIPS 66 CO 0.7%
Value ($000) $3,700 Shares 45,123 Est. Cost $61.16 Unrealized +32.4%
HAS HASBRO INC 0.7%
Value ($000) $3,608 Shares 44,070 Est. Cost $62.96 Unrealized +17.4%
GLW CORNING INC 0.7%
Value ($000) $3,564 Shares 113,095 Est. Cost $19.04 Unrealized +63.1%
PAYX PAYCHEX INC 0.7%
Value ($000) $3,380 Shares 29,685 Est. Cost $37.08 Unrealized +204.4%
HUBB HUBBELL INC 0.7%
Value ($000) $3,357 Shares 18,800 Est. Cost $99.55 Unrealized +79.2%
HON HONEYWELL INTL INC 0.7%
Value ($000) $3,339 Shares 19,210 Est. Cost $132.82 Unrealized +25.2%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $3,331 Shares 16,711 Est. Cost $180.19 Unrealized +17.6%
MET METLIFE INC 0.6%
Value ($000) $3,180 Shares 50,647 Est. Cost $34.95 Unrealized +69.5%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,148 Shares 24,644 Est. Cost $88.46 Unrealized +41.2%
GD GENERAL DYNAMICS CORP 0.6%
Value ($000) $3,134 Shares 14,164 Est. Cost $128.61 Unrealized +66.0%
FBIN FORTUNE BRANDS HOME & SEC INC 0.6%
Value ($000) $2,908 Shares 48,568 Est. Cost $46.28 Unrealized +19.1%
FFIV F5 NETWORKS 0.6%
Value ($000) $2,899 Shares 18,946 Est. Cost $126.29 Unrealized +37.7%
TPR TAPESTRY INC 0.6%
Value ($000) $2,809 Shares 92,025 Est. Cost $27.26 Unrealized +8.3%
DIS WALT DISNEY CO 0.5%
Value ($000) $2,677 Shares 28,354 Est. Cost $79.63 Unrealized +36.2%
SJM SMUCKER JM CO 0.5%
Value ($000) $2,668 Shares 20,845 Est. Cost $101.89 Unrealized +15.6%
MLKN MILLERKNOLL INC COMMON STOCK 0.5%
Value ($000) $2,650 Shares 100,870 Est. Cost $26.19 Unrealized +1.9%
HSY HERSHEY CO 0.5%
Value ($000) $2,590 Shares 12,037 Est. Cost $77.00 Unrealized +158.0%
AFL AFLAC INC 0.5%
Value ($000) $2,569 Shares 46,427 Est. Cost $41.84 Unrealized +29.9%
UNILEVER PLC 0.5%
Value ($000) $2,558 Shares 55,819 Est. Cost $49.93 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value ($000) $2,490 Shares 10,355 Est. Cost $187.34 Unrealized +17.9%
DUK DUKE ENERGY CORP 0.5%
Value ($000) $2,480 Shares 23,134 Est. Cost $75.04 Unrealized +27.1%
INTC INTEL CORP 0.5%
Value ($000) $2,447 Shares 65,415 Est. Cost $34.01 Unrealized +19.4%
CAJPY CANON INC 0.5%
Value ($000) $2,408 Shares 106,050 Est. Cost $20.18 Unrealized
AEROJET ROCKETDYNE HOLDINGS IN 0.5%
Value ($000) $2,343 Shares 57,700 Est. Cost $39.34 Unrealized
CITRIX SYSTEMS INC 0.4%
Value ($000) $2,259 Shares 23,249 Est. Cost $99.05 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $2,192 Shares 12,588 Est. Cost $125.32 Unrealized
WVFC WVS FINANCIAL CORP 0.4%
Value ($000) $2,140 Shares 143,830 Est. Cost $8.33 Unrealized +59.0%
CLX CLOROX CO 0.4%
Value ($000) $2,102 Shares 14,913 Est. Cost $125.24 Unrealized +1.1%
THOMSON REUTERS CORP 0.4%
Value ($000) $2,028 Shares 19,457 Est. Cost $48310.02 Unrealized
MDT MEDTRONIC PLC 0.4%
Value ($000) $2,000 Shares 22,279 Est. Cost $85.68 Unrealized +5.5%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,996 Shares 46,802 Est. Cost $40.25 Unrealized +6.4%
AZTA AZENTA INC 0.4%
Value ($000) $1,987 Shares 27,565 Est. Cost $45.07 Unrealized +65.8%
T AT&T INC 0.4%
Value ($000) $1,893 Shares 90,303 Est. Cost $14.45 Unrealized +12.8%
CMI CUMMINS INC 0.4%
Value ($000) $1,891 Shares 9,770 Est. Cost $84.46 Unrealized +116.7%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,745 Shares 28,225 Est. Cost $55.84 Unrealized -3.1%
RVTY PERKINELMER INC 0.3%
Value ($000) $1,661 Shares 11,681 Est. Cost $100.54 Unrealized +47.7%
LOCO EL POLLO LOCO HOLDINGS INC 0.3%
Value ($000) $1,609 Shares 163,475 Est. Cost $15.39 Unrealized -31.6%
FRT FEDERAL REALTY INVESTMENT TRUS 0.3%
Value ($000) $1,594 Shares 16,650 Est. Cost $103.82 Unrealized -8.1%
LAM RESEARCH CORP 0.3%
Value ($000) $1,555 Shares 3,650 Est. Cost $79291.13 Unrealized
CW CURTISS-WRIGHT CORP 0.3%
Value ($000) $1,544 Shares 11,690 Est. Cost $109.57 Unrealized +28.0%
ADBE ADOBE SYSTEMS INC 0.3%
Value ($000) $1,528 Shares 4,175 Est. Cost $368.41 Unrealized +10.5%
LEG LEGGETT & PLATT INC 0.3%
Value ($000) $1,502 Shares 43,425 Est. Cost $43.43 Unrealized -15.7%
GOOG ALPHABET INC CLASS C 0.3%
Value ($000) $1,481 Shares 677 Est. Cost $100.55 Unrealized +16.6%
WEC WEC ENERGY GROUP 0.3%
Value ($000) $1,469 Shares 14,593 Est. Cost $64.74 Unrealized +38.1%
TROW T ROWE PRICE GROUP INC 0.3%
Value ($000) $1,441 Shares 12,688 Est. Cost $130.88 Unrealized -18.1%
NEM NEWMONT MINING CORP 0.3%
Value ($000) $1,434 Shares 24,031 Est. Cost $43.70 Unrealized +44.8%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $1,411 Shares 33,827 Est. Cost $36.05 Unrealized +11.1%
CPB CAMPBELL SOUP CO 0.3%
Value ($000) $1,406 Shares 29,262 Est. Cost $33.02 Unrealized +26.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,389 Shares 17,928 Est. Cost $59.61 Unrealized +15.5%
DLR DIGITAL REALTY TRUST INC 0.3%
Value ($000) $1,378 Shares 10,615 Est. Cost $138.11 Unrealized -12.4%
HCSG HEALTHCARE SVCS GROUP 0.3%
Value ($000) $1,368 Shares 78,550 Est. Cost $25.81 Unrealized -33.2%
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $1,361 Shares 21,915 Est. Cost $25.27 Unrealized +126.5%
VFC V.F. CORP 0.3%
Value ($000) $1,358 Shares 30,750 Est. Cost $50.16 Unrealized 0.0%
UG UNITED GUARDIAN INC 0.3%
Value ($000) $1,347 Shares 89,850 Est. Cost $16.61 Unrealized +19.2%
TSCDY TESCO PLC AMERICAN DEPOSITARY 0.3%
Value ($000) $1,327 Shares 142,500 Est. Cost $10.24 Unrealized
WAB WABTEC CORP 0.3%
Value ($000) $1,308 Shares 15,937 Est. Cost $78.73 Unrealized +10.9%
D DOMINION ENERGY INC 0.3%
Value ($000) $1,297 Shares 16,250 Est. Cost $61.42 Unrealized +12.9%
OGE OGE ENERGY CORP 0.3%
Value ($000) $1,296 Shares 33,600 Est. Cost $33.28 Unrealized +19.4%
SAIC SCIENCE APPLICATIONS INTERNATI 0.3%
Value ($000) $1,290 Shares 13,860 Est. Cost $88.58 Unrealized -1.3%
SYY SYSCO CORP 0.2%
Value ($000) $1,264 Shares 14,924 Est. Cost $52.75 Unrealized +43.6%
EPD ENTERPRISE PRODUCTS PARTNERS 0.2%
Value ($000) $1,221 Shares 50,106 Est. Cost $577.43 Unrealized
AME AMETEK INC 0.2%
Value ($000) $1,199 Shares 10,908 Est. Cost $38.40 Unrealized +208.9%
ALLETE INC 0.2%
Value ($000) $1,199 Shares 20,400 Est. Cost $58.77 Unrealized
BAX BAXTER INTERNATIONAL INC 0.2%
Value ($000) $1,188 Shares 18,502 Est. Cost $32.12 Unrealized +106.8%
SNPS SYNOPSYS INC 0.2%
Value ($000) $1,139 Shares 3,750 Est. Cost $230.63 Unrealized +30.8%
CTVA CORTEVA INC 0.2%
Value ($000) $1,102 Shares 20,358 Est. Cost $28.31 Unrealized +97.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,100 Shares 14,404 Est. Cost $52.75 Unrealized +33.4%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,090 Shares 2,278 Est. Cost $277.27 Unrealized +56.1%
MMM 3M CO 0.2%
Value ($000) $1,089 Shares 8,418 Est. Cost $97.93 Unrealized +7.4%
PLOW DOUGLAS DYNAMICS 0.2%
Value ($000) $1,073 Shares 37,350 Est. Cost $34.00 Unrealized -8.5%
WTRG ESSENTIAL UTILITIES INC 0.2%
Value ($000) $1,068 Shares 23,288 Est. Cost $47.04 Unrealized -1.3%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $1,055 Shares 1,942 Est. Cost $246.20 Unrealized +121.2%
AMCOR PLC 0.2%
Value ($000) $947 Shares 76,157 Est. Cost $8.56 Unrealized +24.2%
CBRL CRACKER BARREL OLD COUNTRY STO 0.2%
Value ($000) $932 Shares 11,160 Est. Cost $118.90 Unrealized -25.7%
NSRGY NESTLE SA 0.2%
Value ($000) $907 Shares 7,793 Est. Cost $5019.93 Unrealized
ERIE ERIE INDEMNITY CO 0.2%
Value ($000) $892 Shares 4,640 Est. Cost $164.76 Unrealized -0.4%
SHEL SHELL PLC AMERICAN DEPOSITARY 0.2%
Value ($000) $881 Shares 16,850 Est. Cost $54.96 Unrealized
VXUS VANGUARD STAR FD VANGUARD TOTA 0.2%
Value ($000) $858 Shares 16,622 Est. Cost $63.59 Unrealized
STE STERIS 0.2%
Value ($000) $856 Shares 4,154 Est. Cost $110.62 Unrealized +97.1%
RY ROYAL BANK OF CANADA 0.2%
Value ($000) $845 Shares 8,725 Est. Cost $72.21 Unrealized +41.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $815 Shares 1,896 Est. Cost $268.95 Unrealized +47.9%
MCO MOODYS CORP 0.2%
Value ($000) $778 Shares 2,861 Est. Cost $113.12 Unrealized +156.4%
FHI FEDERATED HERMES INC 0.1%
Value ($000) $749 Shares 23,555 Est. Cost $17.87 Unrealized +52.4%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $744 Shares 6,607 Est. Cost $88.93 Unrealized +27.1%
BNDX VANGUARD TOTAL INTERNATIONAL B 0.1%
Value ($000) $736 Shares 14,859 Est. Cost $55.19 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $707 Shares 6,247 Est. Cost $83.29 Unrealized +33.1%
ALCO ALICO INC 0.1%
Value ($000) $696 Shares 19,524 Est. Cost $27.36 Unrealized +38.4%
SHY ISHARES BARCLAYS 1-3 Y TREASUR 0.1%
Value ($000) $691 Shares 8,350 Est. Cost $86.32 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $690 Shares 6,577 Est. Cost $106.65 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $683 Shares 2,280 Est. Cost $87.99 Unrealized +297.4%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $675 Shares 10,602 Est. Cost $62.95 Unrealized -24.4%
TFX TELEFLEX INC 0.1%
Value ($000) $664 Shares 2,700 Est. Cost $125.11 Unrealized +126.8%
NEOG NEOGEN CORP 0.1%
Value ($000) $649 Shares 26,930 Est. Cost $36.48 Unrealized -26.5%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $640 Shares 3,045 Est. Cost $127.57 Unrealized +58.7%
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $640 Shares 8,500 Est. Cost $84.71 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $623 Shares 6,145 Est. Cost $58.83 Unrealized +62.2%
ZIMVIE INC COMMON STOCK 0.1%
Value ($000) $620 Shares 38,716 Est. Cost $16.01 Unrealized
BGS B&G FOODS INC 0.1%
Value ($000) $618 Shares 25,990 Est. Cost $17.95 Unrealized -4.7%
GRC GORMAN RUPP COMPANY 0.1%
Value ($000) $617 Shares 21,800 Est. Cost $33.48 Unrealized -7.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $615 Shares 3,440 Est. Cost $129.07 Unrealized +52.9%
CPRT COPART INC 0.1%
Value ($000) $606 Shares 5,576 Est. Cost $10.13 Unrealized +180.9%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $600 Shares 1,780 Est. Cost $287.01 Unrealized +20.4%
MPC MARATHON PETROLEUM CORP 0.1%
Value ($000) $600 Shares 7,300 Est. Cost $31.84 Unrealized +170.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $591 Shares 8,750 Est. Cost $71.23 Unrealized +1.2%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $553 Shares 7,120 Est. Cost $31.62 Unrealized +148.2%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $551 Shares 2,425 Est. Cost $57.51 Unrealized +293.8%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $546 Shares 3,463 Est. Cost $66.34 Unrealized +119.4%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $538 Shares 2,950 Est. Cost $93.97 Unrealized +94.7%
AMZN AMAZON.COM INC 0.1%
Value ($000) $523 Shares 4,920 Est. Cost $124.60 Unrealized +0.4%
UNIVERSAL STAINLESS & ALLOY 0.1%
Value ($000) $512 Shares 69,250 Est. Cost $9.96 Unrealized
CKX CKX LANDS INC 0.1%
Value ($000) $512 Shares 45,963 Est. Cost $13.67 Unrealized -16.1%
BRK/B BERKSHIRE HATHAWAY INC 0.1%
Value ($000) $511 Shares 1,870 Est. Cost $172.79 Unrealized +81.6%
MRSH MARSH & MCLENNAN COMPANIES INC 0.1%
Value ($000) $505 Shares 3,250 Est. Cost $54.94 Unrealized +176.1%
HY HYSTER YALE MATERIALS HANDLING 0.1%
Value ($000) $505 Shares 15,675 Est. Cost $53.00 Unrealized -42.9%
COP CONOCOPHILLIPS 0.1%
Value ($000) $478 Shares 5,325 Est. Cost $42.69 Unrealized +110.7%
ACN ACCENTURE PLC 0.1%
Value ($000) $476 Shares 1,713 Est. Cost $162.11 Unrealized +75.6%
DHR DANAHER CORP 0.1%
Value ($000) $475 Shares 1,875 Est. Cost $162.65 Unrealized +39.1%
AMGN AMGEN INC 0.1%
Value ($000) $468 Shares 1,923 Est. Cost $189.15 Unrealized +15.6%
PPL PPL CORP 0.1%
Value ($000) $452 Shares 16,663 Est. Cost $19.94 Unrealized +26.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $446 Shares 4,200 Est. Cost $38.83 Unrealized +172.8%
EQH EQUITABLE HOLDINGS INC 0.1%
Value ($000) $430 Shares 16,500 Est. Cost $20.23 Unrealized +30.6%
CVS CVS HEALTH CORP 0.1%
Value ($000) $428 Shares 4,616 Est. Cost $51.84 Unrealized +65.7%
POWL POWELL INDUSTRIES INC 0.1%
Value ($000) $415 Shares 17,750 Est. Cost $30.45 Unrealized -26.9%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $415 Shares 9,918 Est. Cost $30.37 Unrealized +29.4%
MAGELLAN MIDSTREAM PARTNERS 0.1%
Value ($000) $412 Shares 8,625 Est. Cost $67.45 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $388 Shares 5,443 Est. Cost $37.37 Unrealized +72.0%
TIP ISHARES BARCLAYS TREASURY INFL 0.1%
Value ($000) $377 Shares 3,314 Est. Cost $127.64 Unrealized
BSV VANGUARD SHORT TERM BOND ETF 0.1%
Value ($000) $374 Shares 4,873 Est. Cost $79.37 Unrealized
BF/A BROWN-FORMAN CORP CLASS 0.1%
Value ($000) $365 Shares 5,400 Est. Cost $57.63 Unrealized +2.6%
HD HOME DEPOT INC 0.1%
Value ($000) $365 Shares 1,332 Est. Cost $266.22 Unrealized +1.0%
VUG VANGUARD INDEX GRWTH 0.1%
Value ($000) $350 Shares 1,571 Est. Cost $320.81 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.1%
Value ($000) $345 Shares 3,598 Est. Cost $63.26 Unrealized +37.0%
BFST BUSINESS FIRST BANCSHARES INC 0.1%
Value ($000) $341 Shares 16,000 Est. Cost $18.85 Unrealized +7.3%
CINF CINCINNATI FINANCIAL CORP 0.1%
Value ($000) $340 Shares 2,860 Est. Cost $57.00 Unrealized +102.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $321 Shares 8,980 Est. Cost $48.44 Unrealized -21.0%
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $314 Shares 144 Est. Cost $120.43 Unrealized -3.0%
MDY S&P MIDCAP 400 SPDR ETF 0.1%
Value ($000) $300 Shares 725 Est. Cost $413.79 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $296 Shares 1,199 Est. Cost $229.60 Unrealized -1.4%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $288 Shares 1,860 Est. Cost $185.06 Unrealized -6.0%
TRMB TRIMBLE INC 0.1%
Value ($000) $271 Shares 4,650 Est. Cost $37.50 Unrealized +75.1%
IFF INTL FLAVOR & FRAGRANCES INC 0.1%
Value ($000) $270 Shares 2,269 Est. Cost $107.43 Unrealized +4.7%
DOCU DOCUSIGN INC 0.1%
Value ($000) $267 Shares 4,650 Est. Cost $107.86 Unrealized -24.9%
WDFC WD 40 CO 0.1%
Value ($000) $262 Shares 1,300 Est. Cost $167.37 Unrealized +4.7%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $259 Shares 3,710 Est. Cost $153.59 Unrealized -43.6%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $250 Shares 10,736 Est. Cost $17.26 Unrealized +21.9%
SNA SNAP-ON INC 0.0%
Value ($000) $246 Shares 1,250 Est. Cost $190.45 Unrealized +1.6%
CBFV CB FINANCIAL SERVICES INC 0.0%
Value ($000) $232 Shares 10,160 Est. Cost $16.88 Unrealized +13.8%
COHERENT INC 0.0%
Value ($000) $226 Shares 850 Est. Cost $272.94 Unrealized
PBI PITNEY BOWES INC 0.0%
Value ($000) $40 Shares 11,000 Est. Cost $11.57 Unrealized -60.6%