Penobscot Investment Management Company, Inc. Diversified Active

CIK: 0001394866 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value ($000): $425,054 (100.0% shares, 0.0% debt)

Holdings (180)

FLRN SPDR BARCLAYS INVEST GRAD 5.8%
Value ($000) $24,734 Shares 841,280 Est. Cost $30.69 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $17,034 Shares 108,006 Est. Cost $47.69 Unrealized +227.8%
NEE NEXTERA ENERGY INC 3.5%
Value ($000) $14,910 Shares 61,965 Est. Cost $18.88 Unrealized +187.6%
AAPL APPLE INC 3.0%
Value ($000) $12,723 Shares 50,031 Est. Cost $25.00 Unrealized +184.3%
MA MASTERCARD INC 2.6%
Value ($000) $11,005 Shares 45,558 Est. Cost $99.66 Unrealized +188.8%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $10,135 Shares 77,293 Est. Cost $69.17 Unrealized +73.7%
V VISA INC 2.3%
Value ($000) $9,959 Shares 61,812 Est. Cost $66.71 Unrealized +170.9%
INTC INTEL CORP COM 2.1%
Value ($000) $8,913 Shares 164,690 Est. Cost $24.09 Unrealized +117.2%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $8,602 Shares 95,540 Est. Cost $62.24 Unrealized +66.5%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $7,882 Shares 71,653 Est. Cost $57.42 Unrealized +80.8%
ADP AUTO DATA PROCESSING 1.7%
Value ($000) $7,272 Shares 53,202 Est. Cost $62.54 Unrealized +127.0%
SYK STRYKER CORP 1.7%
Value ($000) $7,136 Shares 42,862 Est. Cost $120.38 Unrealized +52.3%
ICE INTERCONTINENTAL EXCHANGE 1.6%
Value ($000) $6,967 Shares 86,271 Est. Cost $59.28 Unrealized +41.7%
APD AIR PRODUCTS & CHEMS INC 1.6%
Value ($000) $6,846 Shares 34,296 Est. Cost $85.36 Unrealized +130.8%
SHW SHERWIN WILLIAMS CO 1.6%
Value ($000) $6,798 Shares 14,793 Est. Cost $70.92 Unrealized +141.4%
HD HOME DEPOT INC 1.6%
Value ($000) $6,757 Shares 36,186 Est. Cost $135.99 Unrealized +39.8%
AMGN AMGEN INC 1.6%
Value ($000) $6,698 Shares 33,038 Est. Cost $119.26 Unrealized +52.8%
DHR DANAHER CORP 1.5%
Value ($000) $6,507 Shares 47,014 Est. Cost $62.07 Unrealized +111.5%
WEC WEC ENERGY GROUP 1.5%
Value ($000) $6,502 Shares 73,776 Est. Cost $41.55 Unrealized +91.3%
NKE NIKE INC CLASS B 1.4%
Value ($000) $6,078 Shares 73,468 Est. Cost $42.31 Unrealized +103.0%
ABBV ABBVIE INC 1.4%
Value ($000) $6,027 Shares 79,094 Est. Cost $34.85 Unrealized +92.8%
HON HONEYWELL INTL INC 1.4%
Value ($000) $5,962 Shares 44,569 Est. Cost $97.13 Unrealized +40.6%
SPGI S&P GLOBAL INC 1.3%
Value ($000) $5,480 Shares 22,365 Est. Cost $161.54 Unrealized +61.7%
DIS WALT DISNEY COMPANY 1.3%
Value ($000) $5,453 Shares 56,447 Est. Cost $79.16 Unrealized +56.0%
CSCO CISCO SYSTEMS INC 1.3%
Value ($000) $5,398 Shares 137,327 Est. Cost $22.79 Unrealized +60.9%
PEP PEPSICO INC 1.3%
Value ($000) $5,383 Shares 44,819 Est. Cost $65.94 Unrealized +71.0%
CMCSA COMCAST CORP CL A 1.2%
Value ($000) $5,206 Shares 151,441 Est. Cost $27.98 Unrealized +28.8%
CHD CHURCH & DWIGHT CO INC 1.2%
Value ($000) $5,042 Shares 78,555 Est. Cost $44.90 Unrealized +47.5%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,944 Shares 19,826 Est. Cost $160.58 Unrealized +55.5%
QQQ INVESCO QQQ TRUST SE 1.2%
Value ($000) $4,905 Shares 25,759 Est. Cost $169.06 Unrealized
ES EVERSOURCE ENERGY 1.1%
Value ($000) $4,814 Shares 61,542 Est. Cost $39.81 Unrealized +77.5%
ACN ACCENTURE PLC CL A 1.1%
Value ($000) $4,781 Shares 29,286 Est. Cost $95.80 Unrealized +84.8%
UNITED TECHNOLOGIES CORP 0.9%
Value ($000) $3,971 Shares 41,047 Est. Cost $97.36 Unrealized
BROADCOM LTD 0.9%
Value ($000) $3,919 Shares 16,530 Est. Cost $187.92 Unrealized
ABT ABBOTT LABS COM 0.8%
Value ($000) $3,575 Shares 45,312 Est. Cost $33.26 Unrealized +126.5%
MMM 3M CO COM 0.8%
Value ($000) $3,535 Shares 25,897 Est. Cost $67.17 Unrealized +57.7%
ITW ILLINOIS TOOL WORKS INC 0.8%
Value ($000) $3,386 Shares 23,826 Est. Cost $85.95 Unrealized +71.7%
TJX TJX COMPANIES 0.8%
Value ($000) $3,359 Shares 70,250 Est. Cost $35.93 Unrealized +48.5%
AMT AMERICAN TOWER 0.8%
Value ($000) $3,344 Shares 15,358 Est. Cost $145.42 Unrealized +35.6%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $3,251 Shares 23,045 Est. Cost $70.25 Unrealized +106.4%
MKC MCCORMICK & CO INC 0.8%
Value ($000) $3,236 Shares 22,919 Est. Cost $31.09 Unrealized +121.9%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $3,176 Shares 12,321 Est. Cost $190.40 Unrealized
PFE PFIZER INC COM 0.7%
Value ($000) $3,104 Shares 95,106 Est. Cost $19.46 Unrealized +32.7%
FLOT ISHARES FLOATING RATE NOTE 0.7%
Value ($000) $3,012 Shares 61,789 Est. Cost $50.82 Unrealized
T AT&T CORP COM NEW 0.7%
Value ($000) $2,966 Shares 101,739 Est. Cost $12.21 Unrealized +48.8%
BDX BECTON DICKINSON 0.7%
Value ($000) $2,906 Shares 12,648 Est. Cost $94.15 Unrealized +138.9%
COST COSTCO WHOLESALE CORP 0.7%
Value ($000) $2,890 Shares 10,135 Est. Cost $228.80 Unrealized +21.4%
LMT LOCKHEAD MARTIN CORP 0.7%
Value ($000) $2,865 Shares 8,454 Est. Cost $183.16 Unrealized +82.8%
RAYTHEON CO COM NEW 0.7%
Value ($000) $2,829 Shares 21,565 Est. Cost $156.03 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,823 Shares 74,336 Est. Cost $54.00 Unrealized -22.1%
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $2,672 Shares 8,395 Est. Cost $51.01 Unrealized +570.5%
MRK MERCK & CO INC 0.6%
Value ($000) $2,385 Shares 31,001 Est. Cost $34.34 Unrealized +89.6%
CSX CSX CORPORATION 0.6%
Value ($000) $2,358 Shares 41,160 Est. Cost $6.66 Unrealized +223.7%
TMO THERMO FISHER SCIENT 0.5%
Value ($000) $2,283 Shares 8,050 Est. Cost $237.88 Unrealized +30.5%
EFA ISHARES TR MSCI EAFE 0.5%
Value ($000) $2,151 Shares 40,241 Est. Cost $63.00 Unrealized
CVX CHEVRON CORP 0.5%
Value ($000) $2,042 Shares 28,193 Est. Cost $71.78 Unrealized +5.9%
BF/B BROWN FORMAN CORP-CL B 0.5%
Value ($000) $1,991 Shares 35,866 Est. Cost $33.26 Unrealized +73.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $1,985 Shares 36,941 Est. Cost $28.98 Unrealized +41.5%
TRV TRAVELERS COS INC 0.5%
Value ($000) $1,984 Shares 19,967 Est. Cost $103.33 Unrealized +6.1%
PSX PHILLIPS 66 0.5%
Value ($000) $1,962 Shares 36,570 Est. Cost $53.48 Unrealized +19.3%
TXN TEXAS INSTRUMENTS INC. 0.4%
Value ($000) $1,838 Shares 18,390 Est. Cost $53.33 Unrealized +90.6%
HEI HEICO CORP 0.4%
Value ($000) $1,833 Shares 24,569 Est. Cost $88.79 Unrealized +23.1%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,824 Shares 30,744 Est. Cost $49.12 Unrealized +12.6%
CHUBB 0.4%
Value ($000) $1,786 Shares 15,995 Est. Cost $91.97 Unrealized
GOOGL ALPHABET INC CL A 0.4%
Value ($000) $1,749 Shares 1,505 Est. Cost $41.69 Unrealized +61.3%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,746 Shares 10,563 Est. Cost $72.99 Unrealized +135.4%
BLACKROCK INC 0.4%
Value ($000) $1,701 Shares 3,865 Est. Cost $303.78 Unrealized
ROL ROLLINS INC 0.4%
Value ($000) $1,644 Shares 45,488 Est. Cost $18.55 Unrealized +23.9%
APH AMPHENOL 0.4%
Value ($000) $1,635 Shares 22,442 Est. Cost $14.33 Unrealized +57.2%
AFL AFLAC INC 0.4%
Value ($000) $1,575 Shares 45,994 Est. Cost $35.98 Unrealized +10.3%
GOOG ALPHABET INC CL C 0.4%
Value ($000) $1,527 Shares 1,313 Est. Cost $42.79 Unrealized +57.4%
ROST ROSS STORES INC 0.3%
Value ($000) $1,485 Shares 17,077 Est. Cost $73.85 Unrealized +36.4%
USB US BANCORP 0.3%
Value ($000) $1,454 Shares 42,193 Est. Cost $28.56 Unrealized +30.3%
KO COCA COLA CO 0.3%
Value ($000) $1,435 Shares 32,439 Est. Cost $31.08 Unrealized +44.8%
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $1,432 Shares 5,447 Est. Cost $323.81 Unrealized
CLX CLOROX CO 0.3%
Value ($000) $1,373 Shares 7,925 Est. Cost $60.58 Unrealized +128.9%
IJR ISHARES CORE S&P SMA 0.3%
Value ($000) $1,361 Shares 24,252 Est. Cost $80.10 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $1,311 Shares 8,410 Est. Cost $76.33 Unrealized +131.0%
BA BOEING CO 0.3%
Value ($000) $1,292 Shares 8,663 Est. Cost $190.72 Unrealized +43.1%
MEDTRONIC INC 0.3%
Value ($000) $1,285 Shares 14,256 Est. Cost $76.79 Unrealized
GL GLOBE LIFE INC 0.3%
Value ($000) $1,268 Shares 17,617 Est. Cost $86.97 Unrealized +3.1%
JKHY HENRY JACK & ASSOCIATES INC 0.3%
Value ($000) $1,254 Shares 8,076 Est. Cost $72.47 Unrealized +99.6%
BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,237 Shares 6,767 Est. Cost $199.18 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,193 Shares 612 Est. Cost $34.51 Unrealized +180.4%
IBM INTL BUSINESS MACHS 0.3%
Value ($000) $1,176 Shares 10,600 Est. Cost $117.76 Unrealized -16.5%
EFX EQUIFAX INC 0.3%
Value ($000) $1,135 Shares 9,500 Est. Cost $53.06 Unrealized +162.1%
CE CELANESE CORP 0.3%
Value ($000) $1,119 Shares 15,252 Est. Cost $72.31 Unrealized +22.5%
CTAS CINTAS CORP 0.3%
Value ($000) $1,090 Shares 6,294 Est. Cost $59.08 Unrealized +4.5%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $1,083 Shares 35,100 Est. Cost $40.89 Unrealized -12.0%
EL ESTEE LAUDER 0.2%
Value ($000) $1,062 Shares 6,665 Est. Cost $178.34 Unrealized +0.1%
STERIS PLC 0.2%
Value ($000) $1,058 Shares 7,555 Est. Cost $127.98 Unrealized
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,057 Shares 3,494 Est. Cost $96.08 Unrealized +228.4%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $1,028 Shares 7,140 Est. Cost $124.14 Unrealized +36.5%
DE DEERE & CO 0.2%
Value ($000) $992 Shares 7,180 Est. Cost $71.27 Unrealized +104.4%
EEM ISHARES MSCI EMERGING 0.2%
Value ($000) $955 Shares 27,989 Est. Cost $43.67 Unrealized
ULST SPDR SSgA ULTRA SHORT TERM 0.2%
Value ($000) $935 Shares 24,010 Est. Cost $40.43 Unrealized
NDAQ NASDAQ INC 0.2%
Value ($000) $915 Shares 9,640 Est. Cost $23.96 Unrealized +35.9%
VLO VALERO ENERGY CORP NEW 0.2%
Value ($000) $893 Shares 19,689 Est. Cost $56.77 Unrealized +0.7%
BMY BRISTOL-MYERS SQUIBB 0.2%
Value ($000) $892 Shares 16,000 Est. Cost $35.92 Unrealized +35.3%
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $890 Shares 14,720 Est. Cost $57.91 Unrealized
WTRG ESSENTIALS UTILITIES INC 0.2%
Value ($000) $889 Shares 21,855 Est. Cost $47.18 Unrealized 0.0%
NTRS NORTHERN TRUST CORP 0.2%
Value ($000) $876 Shares 11,615 Est. Cost $55.21 Unrealized +38.1%
KMB KIMBERLY CLARK CORP 0.2%
Value ($000) $866 Shares 6,773 Est. Cost $66.51 Unrealized +68.6%
BIL SPDR BARCLAYS 1-3 MO 0.2%
Value ($000) $852 Shares 9,300 Est. Cost $91.61 Unrealized
NVS NOVARTIS AG SPONS ADR 0.2%
Value ($000) $835 Shares 10,125 Est. Cost $79.88 Unrealized
TD TORONTO DOMINION BANK 0.2%
Value ($000) $831 Shares 19,596 Est. Cost $47.23 Unrealized +8.6%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $822 Shares 8,070 Est. Cost $46.17 Unrealized +139.9%
NVO NOVO NORDISK 0.2%
Value ($000) $798 Shares 13,252 Est. Cost $63.94 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $747 Shares 9,349 Est. Cost $82.22 Unrealized
AMAT APPLIED MATERIALS 0.2%
Value ($000) $733 Shares 16,000 Est. Cost $12.22 Unrealized +345.0%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $728 Shares 4,825 Est. Cost $159.27 Unrealized +5.0%
FTV FORTIVE CORP 0.2%
Value ($000) $728 Shares 13,188 Est. Cost $36.53 Unrealized +16.7%
AXP AMERICAN EXPRESS 0.2%
Value ($000) $716 Shares 8,359 Est. Cost $59.75 Unrealized +80.1%
ALL ALLSTATE CORP 0.2%
Value ($000) $699 Shares 7,623 Est. Cost $93.02 Unrealized +1.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $696 Shares 6,000 Est. Cost $72.30 Unrealized +56.8%
TROW T ROWE PRICE GROUP INC 0.2%
Value ($000) $647 Shares 6,630 Est. Cost $82.75 Unrealized +15.5%
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $639 Shares 13,419 Est. Cost $45.64 Unrealized +26.6%
FDS FACTSET RESEARCH 0.1%
Value ($000) $606 Shares 2,325 Est. Cost $184.41 Unrealized +39.5%
CTSH COGNIZANT TECH SOL C 0.1%
Value ($000) $588 Shares 12,642 Est. Cost $69.70 Unrealized -21.8%
VTI VANGUARD TOTAL STOCK MARK 0.1%
Value ($000) $579 Shares 4,491 Est. Cost $122.58 Unrealized
GIS GENERAL MILLS 0.1%
Value ($000) $565 Shares 16,811 Est. Cost $37.62 Unrealized +15.1%
INDB INDEPENDENT BANK CORP 0.1%
Value ($000) $555 Shares 8,615 Est. Cost $61.52 Unrealized -4.5%
SYY SYSCO CORP 0.1%
Value ($000) $545 Shares 11,945 Est. Cost $30.11 Unrealized +95.4%
BRK/A BERKSHIRE HATHAWAY CL A 0.1%
Value ($000) $544 Shares 2 Est. Cost $165023.42 Unrealized +93.1%
LOW LOWES COS INC 0.1%
Value ($000) $532 Shares 6,177 Est. Cost $81.85 Unrealized +20.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $527 Shares 7,950 Est. Cost $51.20 Unrealized +20.2%
UNILEVER PLC SPSD ADR 0.1%
Value ($000) $524 Shares 10,361 Est. Cost $42.19 Unrealized
CHE CHEMED CORP 0.1%
Value ($000) $522 Shares 1,205 Est. Cost $422.33 Unrealized +3.7%
XLU SELECT SECTOR SPDR TR UTILS 0.1%
Value ($000) $510 Shares 9,213 Est. Cost $50.54 Unrealized
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $490 Shares 6,030 Est. Cost $52.89 Unrealized +45.1%
ORCL ORACLE 0.1%
Value ($000) $489 Shares 10,127 Est. Cost $35.58 Unrealized +33.5%
AWK AMERICAN WATER WORKS COMPANY INC 0.1%
Value ($000) $478 Shares 4,000 Est. Cost $115.44 Unrealized 0.0%
DOWDUPONT INC 0.1%
Value ($000) $462 Shares 13,555 Est. Cost $71.03 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $451 Shares 1,962 Est. Cost $226.05 Unrealized +15.4%
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $441 Shares 4,610 Est. Cost $79.13 Unrealized +39.2%
LINDE PLC 0.1%
Value ($000) $441 Shares 2,547 Est. Cost $156.15 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $425 Shares 316 Est. Cost $1906.37 Unrealized -9.4%
STZ CONSTELLATION BRANDS 0.1%
Value ($000) $413 Shares 2,882 Est. Cost $187.13 Unrealized -14.4%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $402 Shares 1,290 Est. Cost $346.63 Unrealized -1.3%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $396 Shares 3,050 Est. Cost $87.87 Unrealized +89.7%
REGN REGENERON PHARMS INC 0.1%
Value ($000) $391 Shares 800 Est. Cost $337.15 Unrealized +21.7%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $387 Shares 2,925 Est. Cost $98.96 Unrealized +46.5%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.1%
Value ($000) $383 Shares 6,636 Est. Cost $53.83 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $377 Shares 2,585 Est. Cost $63.41 Unrealized +158.1%
ROYAL DUTCH SHELL ADR 0.1%
Value ($000) $377 Shares 10,812 Est. Cost $63.87 Unrealized
UTMD UTAH MEDICAL PRODUCTS 0.1%
Value ($000) $376 Shares 4,000 Est. Cost $47.08 Unrealized +97.4%
LAM RESEARCH CORP 0.1%
Value ($000) $371 Shares 1,545 Est. Cost $180.61 Unrealized
NVDA NVIDIA CORP 0.1%
Value ($000) $363 Shares 1,377 Est. Cost $3.85 Unrealized +63.2%
DOW DOW INC 0.1%
Value ($000) $336 Shares 11,477 Est. Cost $36.37 Unrealized -15.9%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $333 Shares 4,166 Est. Cost $35.52 Unrealized +115.5%
DIA SPDR DOW JONES IND AVE 0.1%
Value ($000) $333 Shares 1,520 Est. Cost $204.96 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $333 Shares 3,730 Est. Cost $66.33 Unrealized +39.6%
WMT WAL-MART STORES INC 0.1%
Value ($000) $315 Shares 2,775 Est. Cost $22.03 Unrealized +60.5%
CDNS CADENCE DESIGN SYSTEMS 0.1%
Value ($000) $314 Shares 4,760 Est. Cost $67.91 Unrealized +2.1%
CMI CUMMINS INC 0.1%
Value ($000) $308 Shares 2,278 Est. Cost $99.36 Unrealized +35.6%
MINT PIMCO ENHANCED SHORT MATURITY 0.1%
Value ($000) $297 Shares 3,000 Est. Cost $101.06 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $289 Shares 5,335 Est. Cost $27.61 Unrealized +82.8%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $280 Shares 5,432 Est. Cost $64.96 Unrealized
DEO DIAGEO PLC SPSD 1 AD 0.1%
Value ($000) $277 Shares 2,175 Est. Cost $125.52 Unrealized
PPG PPG INDUSTRIES 0.1%
Value ($000) $276 Shares 3,300 Est. Cost $76.12 Unrealized +30.1%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $275 Shares 4,490 Est. Cost $64.33 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $251 Shares 3,360 Est. Cost $63.16 Unrealized -13.0%
CORESITE REALTY CORPORATION 0.1%
Value ($000) $250 Shares 2,155 Est. Cost $115.70 Unrealized
BOH BANK HAWAII CORP 0.1%
Value ($000) $249 Shares 4,500 Est. Cost $48.33 Unrealized +29.5%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $241 Shares 2,355 Est. Cost $81.18 Unrealized +65.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $235 Shares 3,730 Est. Cost $27.39 Unrealized +146.1%
WST WEST PHARM SRVC INC 0.1%
Value ($000) $233 Shares 1,530 Est. Cost $115.92 Unrealized +30.8%
SJM SMUCKER J M CO 0.1%
Value ($000) $229 Shares 2,065 Est. Cost $75.47 Unrealized +16.9%
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $225 Shares 5,345 Est. Cost $49.35 Unrealized
POOL SCP POOL CORP 0.1%
Value ($000) $222 Shares 1,130 Est. Cost $193.81 Unrealized +2.8%
FAST FASTENAL 0.1%
Value ($000) $216 Shares 6,900 Est. Cost $11.39 Unrealized +33.2%
BABA ALIBABA GROUP HOLDING LTD 0.1%
Value ($000) $216 Shares 1,110 Est. Cost $211.71 Unrealized
SCHO SCHWAB SHORT-TERM US TREASURY 0.1%
Value ($000) $213 Shares 4,115 Est. Cost $50.57 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $210 Shares 2,503 Est. Cost $78.16 Unrealized +25.1%
FISV FISERV INC 0.0%
Value ($000) $209 Shares 2,200 Est. Cost $111.08 Unrealized 0.0%
LECO LINCOLN ELECTRIC HOLDINGS INC 0.0%
Value ($000) $207 Shares 3,000 Est. Cost $71.65 Unrealized +19.6%
LABORATORY CORP OF AMERICA 0.0%
Value ($000) $207 Shares 1,645 Est. Cost $155.38 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $207 Shares 9,730 Est. Cost $24.52 Unrealized +5.7%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $205 Shares 2,628 Est. Cost $70.58 Unrealized +0.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $120 Shares 15,050 Est. Cost $8.90 Unrealized