Penobscot Investment Management Company, Inc. Diversified Active

CIK: 0001394866 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 1, 2018

Total Value ($000): $462,681 (100.0% shares, 0.0% debt)

Holdings (194)

FLRN SPDR BARCLAYS INVEST GRAD 5.0%
Value ($000) $23,313 Shares 757,178 Est. Cost $30.74 Unrealized
AAPL APPLE COMPUTER INC 2.8%
Value ($000) $12,843 Shares 56,890 Est. Cost $25.00 Unrealized +97.1%
MSFT MICROSOFT CORP 2.7%
Value ($000) $12,550 Shares 109,727 Est. Cost $46.16 Unrealized +118.4%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $11,128 Shares 80,539 Est. Cost $67.56 Unrealized +59.9%
ABBV ABBVIE INC 2.1%
Value ($000) $9,872 Shares 104,369 Est. Cost $34.85 Unrealized +98.5%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $9,412 Shares 56,157 Est. Cost $16.36 Unrealized +116.8%
V VISA INC 2.0%
Value ($000) $9,257 Shares 61,678 Est. Cost $65.43 Unrealized +106.5%
MA MASTERCARD INC 2.0%
Value ($000) $9,181 Shares 41,245 Est. Cost $86.09 Unrealized +132.7%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $8,972 Shares 79,508 Est. Cost $56.67 Unrealized +63.5%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $8,585 Shares 100,973 Est. Cost $54.00 Unrealized +7.8%
ADP AUTO DATA PROCESSING 1.8%
Value ($000) $8,182 Shares 54,307 Est. Cost $60.88 Unrealized +98.4%
INTC INTEL CORP COM 1.7%
Value ($000) $7,666 Shares 162,118 Est. Cost $23.22 Unrealized +78.8%
MMM 3M CO COM 1.6%
Value ($000) $7,475 Shares 35,473 Est. Cost $67.17 Unrealized +96.8%
UNITED TECHNOLOGIES CORP 1.6%
Value ($000) $7,192 Shares 51,442 Est. Cost $97.36 Unrealized
CSCO CISCO SYSTEMS INC 1.5%
Value ($000) $6,772 Shares 139,205 Est. Cost $22.38 Unrealized +61.0%
SYK STRYKER CORP 1.5%
Value ($000) $6,751 Shares 37,995 Est. Cost $112.50 Unrealized +40.0%
NKE NIKE INC CLASS B 1.4%
Value ($000) $6,669 Shares 78,723 Est. Cost $42.31 Unrealized +72.5%
HD HOME DEPOT INC 1.4%
Value ($000) $6,447 Shares 31,123 Est. Cost $132.22 Unrealized +27.0%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $6,428 Shares 77,229 Est. Cost $56.96 Unrealized +19.0%
SHW SHERWIN WILLIAMS CO 1.3%
Value ($000) $6,132 Shares 13,470 Est. Cost $63.90 Unrealized +117.0%
HON HONEYWELL INTL INC 1.3%
Value ($000) $5,981 Shares 35,945 Est. Cost $89.71 Unrealized +35.6%
AMGN AMGEN INC 1.2%
Value ($000) $5,768 Shares 27,826 Est. Cost $110.30 Unrealized +42.7%
APD AIR PRODUCTS & CHEMS INC 1.2%
Value ($000) $5,751 Shares 34,429 Est. Cost $83.45 Unrealized +62.9%
PEP PEPSICO INC 1.2%
Value ($000) $5,699 Shares 50,970 Est. Cost $65.94 Unrealized +37.0%
ICE INTERCONTINENTAL EXCHANGE 1.2%
Value ($000) $5,553 Shares 74,146 Est. Cost $56.66 Unrealized +20.6%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $5,013 Shares 17,243 Est. Cost $188.96 Unrealized
DIS WALT DISNEY COMPANY 1.1%
Value ($000) $4,985 Shares 42,628 Est. Cost $64.80 Unrealized +64.5%
RAYTHEON CO COM NEW 1.0%
Value ($000) $4,772 Shares 23,090 Est. Cost $153.28 Unrealized
CMCSA COMCAST CORP CL A 1.0%
Value ($000) $4,754 Shares 134,283 Est. Cost $27.13 Unrealized +8.1%
CVS CVS HEALTH CORP 1.0%
Value ($000) $4,613 Shares 58,605 Est. Cost $48.03 Unrealized +17.6%
TJX TJX COMPANIES 1.0%
Value ($000) $4,522 Shares 40,370 Est. Cost $26.30 Unrealized +76.8%
UNH UNITEDHEALTH GROUP INC 1.0%
Value ($000) $4,505 Shares 16,932 Est. Cost $138.87 Unrealized +66.1%
PSX PHILLIPS 66 1.0%
Value ($000) $4,468 Shares 39,633 Est. Cost $49.45 Unrealized +74.0%
DHR DANAHER CORP 0.9%
Value ($000) $4,354 Shares 40,067 Est. Cost $55.16 Unrealized +59.6%
QQQ INVESCO QQQ TRUST SE 0.9%
Value ($000) $4,351 Shares 23,420 Est. Cost $172.39 Unrealized
ACN ACCENTURE PLC CL A 0.9%
Value ($000) $4,229 Shares 24,850 Est. Cost $84.74 Unrealized +76.1%
SPGI S&P GLOBAL INC 0.9%
Value ($000) $4,184 Shares 21,410 Est. Cost $154.22 Unrealized +25.5%
WEC WEC ENERGY GROUP 0.9%
Value ($000) $4,147 Shares 62,125 Est. Cost $36.51 Unrealized +44.4%
PFE PFIZER INC COM 0.9%
Value ($000) $4,118 Shares 93,447 Est. Cost $17.12 Unrealized +61.5%
BROADCOM LTD 0.9%
Value ($000) $3,996 Shares 16,197 Est. Cost $171.26 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $3,932 Shares 27,861 Est. Cost $85.95 Unrealized +36.6%
ES EVERSOURCE ENERGY 0.8%
Value ($000) $3,845 Shares 62,588 Est. Cost $37.74 Unrealized +24.9%
T AT&T CORP COM NEW 0.8%
Value ($000) $3,834 Shares 114,188 Est. Cost $12.10 Unrealized +19.6%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $3,826 Shares 23,497 Est. Cost $70.25 Unrealized +81.9%
BDX BECTON DICKINSON 0.8%
Value ($000) $3,819 Shares 14,631 Est. Cost $91.47 Unrealized +140.9%
USB US BANCORP 0.8%
Value ($000) $3,776 Shares 71,503 Est. Cost $28.56 Unrealized +37.0%
CVX CHEVRON CORP 0.8%
Value ($000) $3,687 Shares 30,151 Est. Cost $71.23 Unrealized +23.4%
CHD CHURCH & DWIGHT CO INC 0.8%
Value ($000) $3,521 Shares 59,315 Est. Cost $39.70 Unrealized +30.4%
BB&T CORP 0.8%
Value ($000) $3,499 Shares 72,070 Est. Cost $36.48 Unrealized
IBM INTL BUSINESS MACHS 0.7%
Value ($000) $3,457 Shares 22,862 Est. Cost $118.47 Unrealized -14.5%
ABT ABBOTT LABS COM 0.7%
Value ($000) $3,430 Shares 46,752 Est. Cost $31.60 Unrealized +83.0%
CSX CSX CORPORATION 0.7%
Value ($000) $3,233 Shares 43,660 Est. Cost $6.66 Unrealized +223.8%
TRV TRAVELERS COS INC 0.7%
Value ($000) $3,220 Shares 24,822 Est. Cost $103.33 Unrealized +6.3%
DOWDUPONT INC 0.7%
Value ($000) $3,190 Shares 49,606 Est. Cost $71.03 Unrealized
CHUBB 0.7%
Value ($000) $3,144 Shares 23,527 Est. Cost $91.97 Unrealized
FLOT ISHARES FLOATING RATE NOTE 0.7%
Value ($000) $3,113 Shares 61,008 Est. Cost $50.81 Unrealized
BA BOEING CO 0.6%
Value ($000) $3,004 Shares 8,077 Est. Cost $116.93 Unrealized +190.0%
MKC MCCORMICK & CO INC 0.6%
Value ($000) $2,995 Shares 22,729 Est. Cost $30.72 Unrealized +74.6%
VLO VALERO ENERGY CORP NEW 0.6%
Value ($000) $2,773 Shares 24,380 Est. Cost $53.12 Unrealized +58.6%
BLACKROCK INC 0.6%
Value ($000) $2,687 Shares 5,700 Est. Cost $303.78 Unrealized
AETNA INC 0.5%
Value ($000) $2,532 Shares 12,480 Est. Cost $121.61 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $2,508 Shares 14,995 Est. Cost $72.99 Unrealized +84.7%
LMT LOCKHEAD MARTIN CORP 0.5%
Value ($000) $2,455 Shares 7,095 Est. Cost $161.90 Unrealized +63.2%
MRK MERCK & CO INC 0.5%
Value ($000) $2,284 Shares 32,186 Est. Cost $34.34 Unrealized +47.5%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $2,266 Shares 8,395 Est. Cost $51.01 Unrealized +405.4%
TXN TEXAS INSTRUMENTS INC. 0.5%
Value ($000) $2,188 Shares 20,395 Est. Cost $53.33 Unrealized +69.2%
MDY SPDR S&P MIDCAP 400 ETF 0.5%
Value ($000) $2,183 Shares 5,940 Est. Cost $323.81 Unrealized
GOOGL ALPHABET INC CL A 0.5%
Value ($000) $2,126 Shares 1,761 Est. Cost $41.69 Unrealized +44.1%
STZ CONSTELLATION BRANDS 0.4%
Value ($000) $1,990 Shares 9,227 Est. Cost $193.93 Unrealized -2.8%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $1,984 Shares 37,170 Est. Cost $28.84 Unrealized +23.6%
BF/B BROWN FORMAN CORP-CL B 0.4%
Value ($000) $1,945 Shares 38,471 Est. Cost $33.15 Unrealized +38.4%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $1,925 Shares 1,613 Est. Cost $42.79 Unrealized +38.9%
IJR ISHARES CORE S&P SMA 0.4%
Value ($000) $1,869 Shares 21,426 Est. Cost $80.51 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,665 Shares 36,045 Est. Cost $31.08 Unrealized +16.8%
APH AMPHENOL 0.4%
Value ($000) $1,640 Shares 17,445 Est. Cost $12.03 Unrealized +80.0%
ROL ROLLINS INC 0.3%
Value ($000) $1,604 Shares 26,422 Est. Cost $14.06 Unrealized +67.8%
EFA ISHARES TR MSCI EAFE 0.3%
Value ($000) $1,583 Shares 23,286 Est. Cost $68.47 Unrealized
FDX FEDEX CORP 0.3%
Value ($000) $1,540 Shares 6,395 Est. Cost $194.30 Unrealized +9.2%
SJM SMUCKER J M CO 0.3%
Value ($000) $1,497 Shares 14,585 Est. Cost $75.47 Unrealized +14.0%
MEDTRONIC INC 0.3%
Value ($000) $1,479 Shares 15,031 Est. Cost $76.79 Unrealized
TD TORONTO DOMINION BANK 0.3%
Value ($000) $1,436 Shares 23,624 Est. Cost $46.91 Unrealized +27.0%
CE CELANESE CORP 0.3%
Value ($000) $1,426 Shares 12,507 Est. Cost $66.90 Unrealized +48.8%
AFL AFLAC INC 0.3%
Value ($000) $1,415 Shares 30,072 Est. Cost $32.45 Unrealized +18.6%
CLX CLOROX CO 0.3%
Value ($000) $1,398 Shares 9,294 Est. Cost $60.58 Unrealized +89.2%
EFX EQUIFAX INC 0.3%
Value ($000) $1,384 Shares 10,600 Est. Cost $53.06 Unrealized +130.4%
ECL ECOLAB INC 0.3%
Value ($000) $1,358 Shares 8,665 Est. Cost $75.05 Unrealized +82.6%
CTSH COGNIZANT TECH SOL C 0.3%
Value ($000) $1,355 Shares 17,572 Est. Cost $70.60 Unrealized -0.5%
TORCHMARK CORP 0.3%
Value ($000) $1,339 Shares 15,450 Est. Cost $77.49 Unrealized
NVO NOVO NORDISK 0.3%
Value ($000) $1,270 Shares 26,945 Est. Cost $63.94 Unrealized
FTV FORTIVE CORP 0.3%
Value ($000) $1,253 Shares 14,881 Est. Cost $36.16 Unrealized +37.6%
BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,233 Shares 5,759 Est. Cost $198.59 Unrealized
THO THOR INDUSTRIES INC 0.3%
Value ($000) $1,209 Shares 14,445 Est. Cost $78.44 Unrealized +4.0%
ROST ROSS STORES INC 0.3%
Value ($000) $1,207 Shares 12,180 Est. Cost $60.53 Unrealized +41.0%
NTRS NORTHERN TRUST CORP 0.3%
Value ($000) $1,171 Shares 11,465 Est. Cost $47.08 Unrealized +81.8%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,162 Shares 580 Est. Cost $26.06 Unrealized +260.8%
ROYAL DUTCH SHELL ADR 0.2%
Value ($000) $1,150 Shares 16,870 Est. Cost $63.87 Unrealized
JKHY JACK HENRY & ASSOCIATES 0.2%
Value ($000) $1,148 Shares 7,171 Est. Cost $61.73 Unrealized +118.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,134 Shares 3,574 Est. Cost $85.69 Unrealized +214.8%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $1,096 Shares 11,192 Est. Cost $81.95 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $1,054 Shares 13,769 Est. Cost $45.11 Unrealized +37.3%
HEI HEICO CORP 0.2%
Value ($000) $1,043 Shares 11,267 Est. Cost $65.76 Unrealized +25.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $1,042 Shares 6,835 Est. Cost $61.55 Unrealized +95.8%
NVS NOVARTIS AG SPONS ADR 0.2%
Value ($000) $1,038 Shares 12,051 Est. Cost $79.88 Unrealized
DE DEERE & CO 0.2%
Value ($000) $1,034 Shares 6,880 Est. Cost $68.03 Unrealized +89.1%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $977 Shares 15,730 Est. Cost $34.87 Unrealized +29.0%
XLU SELECT SECTOR SPDR TR UTILS 0.2%
Value ($000) $948 Shares 18,008 Est. Cost $50.54 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value ($000) $933 Shares 8,759 Est. Cost $59.75 Unrealized +57.5%
TROW T ROWE PRICE GROUP INC 0.2%
Value ($000) $923 Shares 8,455 Est. Cost $82.46 Unrealized +5.1%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $912 Shares 8,023 Est. Cost $66.51 Unrealized +30.1%
SYY SYSCO CORP 0.2%
Value ($000) $896 Shares 12,235 Est. Cost $30.11 Unrealized +96.8%
LOW LOWES COS INC 0.2%
Value ($000) $888 Shares 7,737 Est. Cost $81.85 Unrealized +11.2%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $884 Shares 5,560 Est. Cost $113.64 Unrealized +29.0%
NDAQ NASDAQ INC 0.2%
Value ($000) $869 Shares 10,130 Est. Cost $23.56 Unrealized +16.7%
AQUA AMERICA INC 0.2%
Value ($000) $863 Shares 23,375 Est. Cost $31.17 Unrealized
BIL SPDR BARCLAYS 1-3 MO 0.2%
Value ($000) $852 Shares 9,300 Est. Cost $91.61 Unrealized
EEM ISHARES MSCI EMERGING 0.2%
Value ($000) $825 Shares 19,216 Est. Cost $47.47 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $824 Shares 12,305 Est. Cost $51.20 Unrealized +9.3%
AMT AMERICAN TOWER 0.2%
Value ($000) $817 Shares 5,625 Est. Cost $116.09 Unrealized +4.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $798 Shares 3,900 Est. Cost $98.96 Unrealized +67.1%
LFUS LITTELFUSE INC 0.2%
Value ($000) $794 Shares 4,010 Est. Cost $204.31 Unrealized +7.7%
TMO THERMO FISHER SCIENT 0.2%
Value ($000) $770 Shares 3,154 Est. Cost $186.69 Unrealized +20.9%
VTI VANGUARD TOTAL STOCK MARK 0.2%
Value ($000) $728 Shares 4,864 Est. Cost $121.81 Unrealized
AVY AVERY DENNISON CORP 0.2%
Value ($000) $728 Shares 6,720 Est. Cost $33.15 Unrealized +184.4%
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $715 Shares 10,157 Est. Cost $56.33 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $687 Shares 11,267 Est. Cost $58.29 Unrealized -10.7%
WALGREENS BOOTS ALLIANCE 0.1%
Value ($000) $685 Shares 9,395 Est. Cost $77.91 Unrealized
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $685 Shares 8,295 Est. Cost $60.68 Unrealized +14.5%
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $678 Shares 2,885 Est. Cost $186.03 Unrealized +9.2%
GIS GENERAL MILLS 0.1%
Value ($000) $657 Shares 15,306 Est. Cost $34.75 Unrealized +0.6%
ORCL ORACLE 0.1%
Value ($000) $654 Shares 12,677 Est. Cost $35.58 Unrealized +22.5%
GENERAL ELECTRIC CO 0.1%
Value ($000) $649 Shares 57,400 Est. Cost $23.10 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $641 Shares 12,189 Est. Cost $47.72 Unrealized -2.5%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $640 Shares 2 Est. Cost $165023.42 Unrealized +87.7%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $625 Shares 3,335 Est. Cost $163.65 Unrealized -4.5%
AMAT APPLIED MATERIALS 0.1%
Value ($000) $618 Shares 16,000 Est. Cost $12.22 Unrealized +233.1%
PRAXAIR 0.1%
Value ($000) $614 Shares 3,817 Est. Cost $118.70 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $594 Shares 3,290 Est. Cost $63.41 Unrealized +132.1%
EQT EQT CORPORATION 0.1%
Value ($000) $575 Shares 13,000 Est. Cost $37.67 Unrealized -32.3%
UNILEVER PLC SPSD ADR 0.1%
Value ($000) $570 Shares 10,361 Est. Cost $42.19 Unrealized
LAM RESEARCH CORP 0.1%
Value ($000) $555 Shares 3,660 Est. Cost $188.33 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $550 Shares 277 Est. Cost $1935.08 Unrealized +0.1%
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $550 Shares 1,557 Est. Cost $304.62 Unrealized +13.0%
ROYAL DUTCH SHELL ADR 0.1%
Value ($000) $540 Shares 7,610 Est. Cost $65.57 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $539 Shares 6,980 Est. Cost $63.16 Unrealized -10.0%
HANESBRANDS INC 0.1%
Value ($000) $507 Shares 27,535 Est. Cost $23.89 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $487 Shares 2,650 Est. Cost $75.97 Unrealized +102.2%
STT STATE STREET CORP 0.1%
Value ($000) $484 Shares 5,779 Est. Cost $61.15 Unrealized +13.3%
INGR INDREDION INC 0.1%
Value ($000) $472 Shares 4,495 Est. Cost $88.31 Unrealized +15.6%
SWK STANLEY BLACK AND DECKER 0.1%
Value ($000) $455 Shares 3,105 Est. Cost $60.29 Unrealized +91.0%
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $436 Shares 4,960 Est. Cost $79.13 Unrealized +11.0%
CONNECTICUT WATER SERVICE 0.1%
Value ($000) $421 Shares 6,075 Est. Cost $36.21 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $417 Shares 3,174 Est. Cost $67.73 Unrealized +65.3%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.1%
Value ($000) $413 Shares 6,175 Est. Cost $49.96 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $406 Shares 4,000 Est. Cost $101.06 Unrealized
DVY ISHARES SELECT DIVIDEND 0.1%
Value ($000) $384 Shares 3,847 Est. Cost $90.70 Unrealized
PPG PPG INDUSTRIES 0.1%
Value ($000) $380 Shares 3,480 Est. Cost $76.12 Unrealized +24.5%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $380 Shares 2,575 Est. Cost $81.18 Unrealized +53.3%
UTMD UTAH MEDICAL PRODUCTS 0.1%
Value ($000) $377 Shares 4,000 Est. Cost $47.08 Unrealized +102.9%
YUM YUM BRANDS INC 0.1%
Value ($000) $370 Shares 4,066 Est. Cost $54.16 Unrealized +34.6%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $369 Shares 4,790 Est. Cost $46.16 Unrealized +40.7%
CMI CUMMINS INC 0.1%
Value ($000) $366 Shares 2,505 Est. Cost $93.95 Unrealized +23.7%
SO SOUTHERN CO 0.1%
Value ($000) $365 Shares 8,380 Est. Cost $27.61 Unrealized +24.2%
BOH BANK HAWAII CORP 0.1%
Value ($000) $355 Shares 4,500 Est. Cost $48.33 Unrealized +27.6%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $350 Shares 4,595 Est. Cost $62.59 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $338 Shares 4,372 Est. Cost $40.52 Unrealized +39.1%
DIA SPDR DOW JONES IND AVE 0.1%
Value ($000) $331 Shares 1,250 Est. Cost $191.97 Unrealized
STERIS PLC 0.1%
Value ($000) $326 Shares 2,850 Est. Cost $106.33 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $323 Shares 4,390 Est. Cost $27.39 Unrealized +111.5%
TE CONNECTIVITY 0.1%
Value ($000) $316 Shares 3,590 Est. Cost $79.88 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $304 Shares 5,035 Est. Cost $20.68 Unrealized +62.3%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $299 Shares 4,221 Est. Cost $33.87 Unrealized +62.0%
FDS FACTSET RESEARCH 0.1%
Value ($000) $299 Shares 1,335 Est. Cost $143.80 Unrealized +40.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $292 Shares 5,140 Est. Cost $39.50 Unrealized +14.1%
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $287 Shares 1,653 Est. Cost $161.65 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.1%
Value ($000) $286 Shares 1,662 Est. Cost $120.50 Unrealized
REGN REGENERON PHARMS INC 0.1%
Value ($000) $283 Shares 700 Est. Cost $333.32 Unrealized +13.6%
DEO DIAGEO PLC SPSD 1 AD 0.1%
Value ($000) $280 Shares 1,975 Est. Cost $120.77 Unrealized
LECO LINCOLN ELECTRIC HOLDINGS INC 0.1%
Value ($000) $280 Shares 3,000 Est. Cost $71.65 Unrealized +29.1%
VECTREN CORP 0.1%
Value ($000) $265 Shares 3,700 Est. Cost $50.66 Unrealized
NJR NEW JERSEY RESOURCES CORP 0.1%
Value ($000) $263 Shares 5,700 Est. Cost $25.01 Unrealized +42.1%
WMT WAL-MART STORES INC 0.1%
Value ($000) $261 Shares 2,776 Est. Cost $22.03 Unrealized +24.1%
FAST FASTENAL 0.1%
Value ($000) $258 Shares 4,450 Est. Cost $8.84 Unrealized +33.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $256 Shares 3,203 Est. Cost $56.05 Unrealized +7.1%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $250 Shares 4,321 Est. Cost $46.03 Unrealized
SCHH SCHWAB SCH US REIT ETF 0.1%
Value ($000) $247 Shares 5,910 Est. Cost $42.39 Unrealized
IWM ISHARES TR RUSSELL 0.1%
Value ($000) $247 Shares 1,466 Est. Cost $131.45 Unrealized
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $241 Shares 3,467 Est. Cost $60.67 Unrealized
CELGENE 0.1%
Value ($000) $239 Shares 2,670 Est. Cost $100.63 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $222 Shares 2,503 Est. Cost $73.78 Unrealized 0.0%
WST WEST PHARM SERVICE INC 0.0%
Value ($000) $217 Shares 1,760 Est. Cost $109.69 Unrealized 0.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $217 Shares 2,350 Est. Cost $70.68 Unrealized -5.0%
CVGW CALAVO GROWERS INC 0.0%
Value ($000) $208 Shares 2,150 Est. Cost $85.38 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $206 Shares 3,568 Est. Cost $43.08 Unrealized 0.0%
IWN ISHARES TR RUSSELL 2 0.0%
Value ($000) $203 Shares 1,525 Est. Cost $123.63 Unrealized