Penobscot Investment Management Company, Inc. Diversified Active

CIK: 0001394866 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 4, 2017

Total Value ($000): $311,058 (100.0% shares, 0.0% debt)

Holdings (181)

JNJ JOHNSON & JOHNSON 3.2%
Value ($000) $9,938 Shares 75,120 Est. Cost $61.87 Unrealized +62.3%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $8,770 Shares 108,634 Est. Cost $53.78 Unrealized +3.1%
NEE NEXTERA ENERGY INC 2.3%
Value ($000) $7,239 Shares 51,662 Est. Cost $15.04 Unrealized +83.1%
MMM 3M CO COM 2.3%
Value ($000) $7,231 Shares 34,729 Est. Cost $62.24 Unrealized +100.3%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $7,135 Shares 81,869 Est. Cost $55.05 Unrealized +27.4%
ABBV ABBVIE INC 2.2%
Value ($000) $6,747 Shares 93,040 Est. Cost $30.32 Unrealized +54.9%
UNITED TECHNOLOGIES CORP 2.2%
Value ($000) $6,731 Shares 55,123 Est. Cost $93.75 Unrealized
AAPL APPLE COMPUTER INC 2.1%
Value ($000) $6,382 Shares 44,314 Est. Cost $20.48 Unrealized +67.5%
CHUBB 2.0%
Value ($000) $6,176 Shares 42,479 Est. Cost $91.05 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $5,394 Shares 78,244 Est. Cost $30.19 Unrealized +106.4%
CVS CVS HEALTH CORP 1.7%
Value ($000) $5,282 Shares 65,650 Est. Cost $46.20 Unrealized +30.6%
V VISA INC 1.7%
Value ($000) $5,236 Shares 55,833 Est. Cost $59.35 Unrealized +47.3%
DIS WALT DISNEY COMPANY 1.7%
Value ($000) $5,229 Shares 49,211 Est. Cost $63.69 Unrealized +60.9%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $5,083 Shares 55,615 Est. Cost $42.77 Unrealized +60.2%
ADP AUTO DATA PROCESSING 1.6%
Value ($000) $5,061 Shares 49,398 Est. Cost $48.82 Unrealized +72.5%
NKE NIKE INC CLASS B 1.5%
Value ($000) $4,713 Shares 79,888 Est. Cost $42.08 Unrealized +14.7%
PEP PEPSICO INC 1.5%
Value ($000) $4,586 Shares 39,714 Est. Cost $57.63 Unrealized +53.0%
SHW SHERWIN WILLIAMS CO 1.4%
Value ($000) $4,343 Shares 12,375 Est. Cost $59.30 Unrealized +74.5%
SPY SPDR S&P 500 ETF 1.4%
Value ($000) $4,296 Shares 17,765 Est. Cost $185.15 Unrealized
MA MASTERCARD INC 1.4%
Value ($000) $4,269 Shares 35,145 Est. Cost $72.57 Unrealized +55.8%
T AT&T CORP COM NEW 1.4%
Value ($000) $4,204 Shares 111,410 Est. Cost $11.62 Unrealized +37.0%
AMGN AMGEN INC 1.3%
Value ($000) $4,132 Shares 23,990 Est. Cost $105.47 Unrealized +18.8%
IBM INTL BUSINESS MACHS 1.3%
Value ($000) $4,080 Shares 26,523 Est. Cost $118.47 Unrealized -12.4%
INTC INTEL CORP COM 1.3%
Value ($000) $4,065 Shares 120,480 Est. Cost $17.32 Unrealized +70.7%
ES EVERSOURCE ENERGY 1.2%
Value ($000) $3,884 Shares 63,979 Est. Cost $37.21 Unrealized +21.1%
CMCSA COMCAST CORP CL A 1.2%
Value ($000) $3,829 Shares 98,387 Est. Cost $25.54 Unrealized +24.9%
APD AIR PRODUCTS & CHEMS INC 1.2%
Value ($000) $3,763 Shares 26,309 Est. Cost $67.44 Unrealized +70.4%
BROADCOM LTD 1.2%
Value ($000) $3,652 Shares 15,672 Est. Cost $167.19 Unrealized
WEC WEC ENERGY GROUP 1.1%
Value ($000) $3,531 Shares 57,531 Est. Cost $35.28 Unrealized +32.9%
GENERAL ELECTRIC CO 1.1%
Value ($000) $3,523 Shares 130,450 Est. Cost $24.13 Unrealized
CVX CHEVRON CORP 1.1%
Value ($000) $3,349 Shares 32,099 Est. Cost $71.23 Unrealized +2.8%
USB US BANCORP 1.1%
Value ($000) $3,278 Shares 63,138 Est. Cost $25.76 Unrealized +43.5%
BB&T CORP 1.0%
Value ($000) $3,220 Shares 70,914 Est. Cost $36.30 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $3,179 Shares 101,570 Est. Cost $18.64 Unrealized +34.4%
PSX PHILLIPS 66 1.0%
Value ($000) $3,015 Shares 36,466 Est. Cost $45.58 Unrealized +23.5%
PFE PFIZER INC COM 1.0%
Value ($000) $2,980 Shares 88,718 Est. Cost $16.67 Unrealized +29.6%
CSX CSX CORPORATION 0.9%
Value ($000) $2,938 Shares 53,850 Est. Cost $6.66 Unrealized +128.6%
DU PONT E I DE NEMOURS 0.9%
Value ($000) $2,918 Shares 36,151 Est. Cost $53.06 Unrealized
SYK STRYKER CORP 0.9%
Value ($000) $2,903 Shares 20,915 Est. Cost $83.59 Unrealized +49.3%
ICE INTERCONTINENTAL EXCHANGE 0.9%
Value ($000) $2,748 Shares 41,680 Est. Cost $50.09 Unrealized +9.6%
TJX TJX COMPANIES 0.9%
Value ($000) $2,709 Shares 37,530 Est. Cost $23.23 Unrealized +43.8%
HON HONEYWELL INTL INC 0.9%
Value ($000) $2,695 Shares 20,217 Est. Cost $71.18 Unrealized +38.7%
FLOT ISHARES FLOATING RATE NOTE 0.8%
Value ($000) $2,641 Shares 51,868 Est. Cost $50.78 Unrealized
ACN ACCENTURE PLC CL A 0.8%
Value ($000) $2,610 Shares 21,105 Est. Cost $74.07 Unrealized +44.6%
BDX BECTON DICKINSON 0.8%
Value ($000) $2,606 Shares 13,355 Est. Cost $79.50 Unrealized +102.0%
MCD MCDONALDS CORP 0.8%
Value ($000) $2,575 Shares 16,811 Est. Cost $72.99 Unrealized +61.5%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $2,550 Shares 23,414 Est. Cost $69.75 Unrealized +29.2%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $2,525 Shares 17,627 Est. Cost $50.55 Unrealized +124.2%
BLACKROCK INC 0.8%
Value ($000) $2,425 Shares 5,740 Est. Cost $301.54 Unrealized
POWERSHARES QQQ TRST SER 1 0.8%
Value ($000) $2,384 Shares 17,319 Est. Cost $114.77 Unrealized
ABT ABBOTT LABS COM 0.7%
Value ($000) $2,240 Shares 46,069 Est. Cost $29.67 Unrealized +31.1%
ECL ECOLAB INC 0.7%
Value ($000) $2,166 Shares 16,314 Est. Cost $75.05 Unrealized +56.8%
FLRN SPDR BARCLAYS INVEST GRAD 0.7%
Value ($000) $2,143 Shares 69,730 Est. Cost $30.70 Unrealized
CHD CHURCH & DWIGHT CO INC 0.7%
Value ($000) $2,109 Shares 40,665 Est. Cost $37.17 Unrealized +23.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $2,107 Shares 11,363 Est. Cost $106.62 Unrealized +43.2%
RAYTHEON CO COM NEW 0.6%
Value ($000) $2,014 Shares 12,471 Est. Cost $117.57 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $1,981 Shares 12,917 Est. Cost $101.33 Unrealized +22.8%
DHR DANAHER CORP 0.6%
Value ($000) $1,916 Shares 22,712 Est. Cost $33.08 Unrealized +117.0%
MKC MCCORMICK & CO INC 0.6%
Value ($000) $1,828 Shares 18,746 Est. Cost $28.45 Unrealized +50.9%
LMT LOCKHEAD MARTIN CORP 0.6%
Value ($000) $1,827 Shares 6,582 Est. Cost $154.84 Unrealized +41.0%
SJM SMUCKER J M CO 0.6%
Value ($000) $1,734 Shares 14,655 Est. Cost $73.88 Unrealized +30.3%
AETNA INC 0.6%
Value ($000) $1,731 Shares 11,400 Est. Cost $116.39 Unrealized
MRK MERCK & CO INC 0.5%
Value ($000) $1,636 Shares 25,529 Est. Cost $31.39 Unrealized +48.3%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,591 Shares 35,631 Est. Cost $27.12 Unrealized +8.9%
BF/B BROWN FORMAN CORP-CL B 0.5%
Value ($000) $1,499 Shares 30,838 Est. Cost $29.88 Unrealized +12.0%
EFX EQUIFAX INC 0.5%
Value ($000) $1,484 Shares 10,800 Est. Cost $53.06 Unrealized +139.0%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $1,464 Shares 10,350 Est. Cost $51.01 Unrealized +168.4%
BA BOEING CO 0.4%
Value ($000) $1,397 Shares 7,065 Est. Cost $89.76 Unrealized +94.8%
NVO NOVO NORDISK 0.4%
Value ($000) $1,382 Shares 32,220 Est. Cost $63.94 Unrealized
CLX CLOROX CO 0.4%
Value ($000) $1,365 Shares 10,244 Est. Cost $60.58 Unrealized +73.9%
GOOGL ALPHABET INC CL A 0.4%
Value ($000) $1,273 Shares 1,369 Est. Cost $37.60 Unrealized +23.5%
GIS GENERAL MILLS 0.4%
Value ($000) $1,258 Shares 22,705 Est. Cost $33.88 Unrealized +24.0%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,204 Shares 18,286 Est. Cost $59.64 Unrealized -6.4%
NTRS NORTHERN TRUST CORP 0.4%
Value ($000) $1,164 Shares 11,975 Est. Cost $47.08 Unrealized +49.6%
CAT CATERPILLAR INC 0.4%
Value ($000) $1,164 Shares 10,835 Est. Cost $61.55 Unrealized +36.6%
VLO VALERO ENERGY CORP NEW 0.4%
Value ($000) $1,143 Shares 16,937 Est. Cost $41.72 Unrealized +10.3%
BARD C R INC 0.4%
Value ($000) $1,105 Shares 3,495 Est. Cost $108.64 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,079 Shares 24,056 Est. Cost $28.71 Unrealized +17.3%
THO THOR INDUSTRIES INC 0.3%
Value ($000) $1,061 Shares 10,155 Est. Cost $72.45 Unrealized +12.3%
DE DEERE & CO 0.3%
Value ($000) $1,049 Shares 8,490 Est. Cost $68.03 Unrealized +51.1%
TRV TRAVELERS COS INC 0.3%
Value ($000) $1,044 Shares 8,254 Est. Cost $76.63 Unrealized +32.9%
APH AMPHENOL 0.3%
Value ($000) $997 Shares 13,505 Est. Cost $9.91 Unrealized +69.6%
TXN TEXAS INSTRUMENTS INC. 0.3%
Value ($000) $956 Shares 12,429 Est. Cost $33.24 Unrealized +90.0%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $956 Shares 7,405 Est. Cost $64.78 Unrealized +48.5%
GOOG ALPHABET INC CL C 0.3%
Value ($000) $929 Shares 1,022 Est. Cost $35.64 Unrealized +27.5%
WALGREENS BOOTS ALLIANCE 0.3%
Value ($000) $926 Shares 11,819 Est. Cost $77.91 Unrealized
BSV VANGUARD BOND INDEX FUND INC 0.3%
Value ($000) $917 Shares 11,485 Est. Cost $80.01 Unrealized
TD TORONTO DOMINION BANK 0.3%
Value ($000) $892 Shares 17,714 Est. Cost $43.48 Unrealized +10.9%
AFL AFLAC INC 0.3%
Value ($000) $882 Shares 11,349 Est. Cost $25.23 Unrealized +21.8%
CASY CASEYS GENERAL STORES 0.3%
Value ($000) $839 Shares 7,835 Est. Cost $98.96 Unrealized +5.9%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $825 Shares 3,214 Est. Cost $62.64 Unrealized +247.3%
CE CELANESE CORP 0.3%
Value ($000) $797 Shares 8,400 Est. Cost $55.95 Unrealized +35.0%
EQT EQT CORPORATION 0.2%
Value ($000) $762 Shares 13,000 Est. Cost $37.67 Unrealized -22.5%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $758 Shares 8,995 Est. Cost $59.56 Unrealized +18.0%
ROL ROLLINS INC 0.2%
Value ($000) $757 Shares 18,592 Est. Cost $11.37 Unrealized +42.0%
ZD J2 GLOBAL INC 0.2%
Value ($000) $742 Shares 8,720 Est. Cost $58.81 Unrealized +27.0%
MINT PIMCO ENHANCED SHORT MATURITY 0.2%
Value ($000) $712 Shares 7,000 Est. Cost $101.06 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $706 Shares 4,835 Est. Cost $123.85 Unrealized +3.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $703 Shares 9,490 Est. Cost $46.46 Unrealized +30.5%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $672 Shares 12,055 Est. Cost $30.55 Unrealized +30.6%
JKHY JACK HENRY & ASSOCIATES 0.2%
Value ($000) $667 Shares 6,426 Est. Cost $55.46 Unrealized +62.5%
BRK/B BERKSHIRE HATHAWAY CL B 0.2%
Value ($000) $665 Shares 3,927 Est. Cost $111.99 Unrealized +48.5%
AMAT APPLIED MATERIALS 0.2%
Value ($000) $661 Shares 16,000 Est. Cost $12.22 Unrealized +216.0%
AQUA AMERICA INC 0.2%
Value ($000) $653 Shares 19,615 Est. Cost $30.14 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $651 Shares 11,134 Est. Cost $56.15 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $631 Shares 3,186 Est. Cost $74.68 Unrealized +116.9%
SWK STANLEY BLACK AND DECKER 0.2%
Value ($000) $625 Shares 4,440 Est. Cost $60.29 Unrealized +80.3%
IJR ISHARES CORE S&P SMA 0.2%
Value ($000) $625 Shares 8,908 Est. Cost $83.87 Unrealized
INGR INDREDION INC 0.2%
Value ($000) $623 Shares 5,225 Est. Cost $88.31 Unrealized +34.5%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $622 Shares 10,430 Est. Cost $40.18 Unrealized +19.5%
FTV FORTIVE CORP 0.2%
Value ($000) $618 Shares 9,761 Est. Cost $30.92 Unrealized +22.9%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $594 Shares 6,720 Est. Cost $33.15 Unrealized +116.5%
HANESBRANDS INC 0.2%
Value ($000) $590 Shares 25,460 Est. Cost $23.17 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $571 Shares 590 Est. Cost $26.06 Unrealized +83.1%
UNILEVER PLC SPSD ADR 0.2%
Value ($000) $561 Shares 10,361 Est. Cost $42.19 Unrealized
MEDTRONIC INC 0.2%
Value ($000) $560 Shares 6,305 Est. Cost $70.75 Unrealized
TORCHMARK CORP 0.2%
Value ($000) $522 Shares 6,820 Est. Cost $69.49 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $521 Shares 10,350 Est. Cost $24.29 Unrealized +75.5%
CMI CUMMINS INC 0.2%
Value ($000) $515 Shares 3,175 Est. Cost $93.95 Unrealized +31.8%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $510 Shares 7,210 Est. Cost $63.16 Unrealized -23.5%
BRK/A BERKSHIRE HATHAWAY CL A 0.2%
Value ($000) $509 Shares 2 Est. Cost $165023.42 Unrealized +51.3%
SWKS SKYWORKS SOLUTIONS I 0.2%
Value ($000) $489 Shares 5,100 Est. Cost $80.61 Unrealized +5.5%
DOW CHEM CO 0.2%
Value ($000) $480 Shares 7,613 Est. Cost $59.59 Unrealized
YUM YUM BRANDS INC 0.2%
Value ($000) $480 Shares 6,510 Est. Cost $54.16 Unrealized +10.1%
PRAXAIR 0.2%
Value ($000) $477 Shares 3,600 Est. Cost $116.72 Unrealized
VTI VANGUARD TOTAL STOCK MARK 0.2%
Value ($000) $469 Shares 3,772 Est. Cost $118.47 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $466 Shares 4,930 Est. Cost $70.68 Unrealized -4.3%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $456 Shares 3,750 Est. Cost $63.41 Unrealized +55.8%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.1%
Value ($000) $452 Shares 7,830 Est. Cost $49.18 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $452 Shares 3,520 Est. Cost $67.73 Unrealized +63.1%
ORCL ORACLE 0.1%
Value ($000) $451 Shares 8,989 Est. Cost $27.63 Unrealized +45.1%
MONSANTO CO NEW 0.1%
Value ($000) $437 Shares 3,690 Est. Cost $99.13 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $435 Shares 9,085 Est. Cost $27.17 Unrealized +29.1%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $424 Shares 2,650 Est. Cost $75.97 Unrealized +83.0%
CELGENE 0.1%
Value ($000) $417 Shares 3,210 Est. Cost $99.62 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $416 Shares 4,682 Est. Cost $67.06 Unrealized
PPG PPG INDUSTRIES 0.1%
Value ($000) $415 Shares 3,770 Est. Cost $76.12 Unrealized +21.1%
STT STATE STREET CORP 0.1%
Value ($000) $411 Shares 4,584 Est. Cost $48.56 Unrealized +32.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $394 Shares 6,758 Est. Cost $39.50 Unrealized +27.1%
ROST ROSS STORES INC 0.1%
Value ($000) $389 Shares 6,740 Est. Cost $38.81 Unrealized +47.6%
NDAQ NASDAQ INC 0.1%
Value ($000) $388 Shares 5,425 Est. Cost $20.14 Unrealized -0.5%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $375 Shares 5,035 Est. Cost $20.68 Unrealized +90.0%
BOH BANK HAWAII CORP 0.1%
Value ($000) $373 Shares 4,500 Est. Cost $48.33 Unrealized +20.2%
PSA PUBLIC STORAGE INC 0.1%
Value ($000) $372 Shares 1,785 Est. Cost $153.62 Unrealized -1.6%
PPL PPL CORPORATION 0.1%
Value ($000) $359 Shares 9,290 Est. Cost $16.44 Unrealized +59.7%
REGN REGENERON PHARMS INC 0.1%
Value ($000) $344 Shares 700 Est. Cost $333.32 Unrealized +30.6%
CONNECTICUT WATER SERVICE 0.1%
Value ($000) $337 Shares 6,075 Est. Cost $36.21 Unrealized
NVS NOVARTIS AG SPONS ADR 0.1%
Value ($000) $336 Shares 4,026 Est. Cost $77.09 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $336 Shares 2,332 Est. Cost $120.50 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $328 Shares 2,575 Est. Cost $81.18 Unrealized +32.1%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $324 Shares 4,666 Est. Cost $31.59 Unrealized +62.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $315 Shares 7,172 Est. Cost $40.54 Unrealized -12.5%
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $314 Shares 988 Est. Cost $222.20 Unrealized
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $311 Shares 3,375 Est. Cost $89.80 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $305 Shares 4,779 Est. Cost $61.82 Unrealized
D DOMINION RES INC VA COM 0.1%
Value ($000) $293 Shares 3,825 Est. Cost $36.06 Unrealized +49.0%
UTMD UTAH MEDICAL PRODUCTS 0.1%
Value ($000) $290 Shares 4,000 Est. Cost $47.08 Unrealized +39.8%
FDX FEDEX CORP 0.1%
Value ($000) $288 Shares 1,326 Est. Cost $165.55 Unrealized +3.3%
NEU NEWMARKET CORPORATION 0.1%
Value ($000) $285 Shares 620 Est. Cost $228.62 Unrealized +69.9%
TIME WARNER INC 0.1%
Value ($000) $281 Shares 2,800 Est. Cost $72.50 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS INC 0.1%
Value ($000) $276 Shares 3,000 Est. Cost $71.65 Unrealized +25.5%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $273 Shares 5,666 Est. Cost $45.35 Unrealized
PCAR PACCAR 0.1%
Value ($000) $266 Shares 4,031 Est. Cost $21.67 Unrealized +42.6%
DIA SPDR DOW JONES IND AVE 0.1%
Value ($000) $260 Shares 1,220 Est. Cost $178.83 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $252 Shares 4,434 Est. Cost $27.39 Unrealized +65.8%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $250 Shares 4,130 Est. Cost $42.39 Unrealized +15.8%
TMO THERMO FISHER SCIENT 0.1%
Value ($000) $250 Shares 1,434 Est. Cost $164.09 Unrealized 0.0%
VECTREN CORP 0.1%
Value ($000) $249 Shares 4,264 Est. Cost $50.66 Unrealized
ROYAL DUTCH SHELL ADR 0.1%
Value ($000) $245 Shares 4,600 Est. Cost $63.97 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $238 Shares 1,447 Est. Cost $103.63 Unrealized +36.6%
TE CONNECTIVITY 0.1%
Value ($000) $236 Shares 3,000 Est. Cost $78.67 Unrealized
FDS FACTSET RESEARCH 0.1%
Value ($000) $231 Shares 1,390 Est. Cost $141.27 Unrealized +6.0%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $230 Shares 4,230 Est. Cost $69.96 Unrealized -16.2%
NJR NEW JERSEY RESOURCES CORP 0.1%
Value ($000) $226 Shares 5,700 Est. Cost $25.01 Unrealized +22.5%
DEO DIAGEO PLC SPSD 1 AD 0.1%
Value ($000) $225 Shares 1,875 Est. Cost $120.00 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $223 Shares 824 Est. Cost $293.29 Unrealized -9.8%
FAST FASTENAL 0.1%
Value ($000) $210 Shares 4,820 Est. Cost $8.84 Unrealized +1.4%
WMT WAL-MART STORES INC 0.1%
Value ($000) $207 Shares 2,738 Est. Cost $22.02 Unrealized 0.0%
IWM ISHARES TR RUSSELL 0.1%
Value ($000) $207 Shares 1,466 Est. Cost $123.93 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $204 Shares 2,438 Est. Cost $55.30 Unrealized +6.9%
SCHH SCHWAB SCH US REIT ETF 0.1%
Value ($000) $204 Shares 4,940 Est. Cost $42.72 Unrealized