Clarkston Capital Partners, LLC Diversified Active

Location: Rochester, MI

CIK: 0001562855 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value: $5.491B (100.0% shares, 0.0% debt)

Holdings (174)

NIELSEN HLDGS PLC 9.9%
Value $541M Shares 21,524,282 Est. Cost $20.87 Unrealized
CHANGE HEALTHCARE INC 7.8%
Value $427M Shares 19,301,925 Est. Cost $18.65 Unrealized
TAP MOLSON COORS BEVERAGE CO 6.3%
Value $346M Shares 6,772,199 Est. Cost $35.88 Unrealized +17.9%
LPLA LPL FINL HLDGS INC 6.0%
Value $327M Shares 2,301,881 Est. Cost $89.87 Unrealized +42.0%
CDK GLOBAL INC 5.6%
Value $305M Shares 5,644,266 Est. Cost $51.88 Unrealized
STERICYCLE INC 5.5%
Value $302M Shares 4,469,843 Est. Cost $57.37 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 5.4%
Value $296M Shares 1,985,067 Est. Cost $94.02 Unrealized +38.9%
HILLENBRAND INC 4.9%
Value $271M Shares 5,670,939 Est. Cost $627.73 Unrealized
BEN FRANKLIN RESOURCES INC 4.1%
Value $227M Shares 7,666,507 Est. Cost $17.17 Unrealized +25.0%
WU WESTERN UN CO 4.1%
Value $226M Shares 9,170,346 Est. Cost $930.16 Unrealized
SYY SYSCO CORP 3.6%
Value $196M Shares 2,491,346 Est. Cost $53.47 Unrealized +27.3%
BRO BROWN & BROWN INC 3.5%
Value $193M Shares 4,219,653 Est. Cost $22.88 Unrealized +94.2%
WLY WILEY JOHN & SONS INC 3.0%
Value $166M Shares 3,064,754 Est. Cost $34.29 Unrealized +25.6%
WTW WILLIS TOWERS WATSON PLC LTD 3.0%
Value $163M Shares 713,401 Est. Cost $192.13 Unrealized +6.2%
USFD US FOODS HLDG CORP 2.6%
Value $144M Shares 3,769,275 Est. Cost $24.19 Unrealized +49.4%
APAM ARTISAN PARTNERS ASSET MGMT 2.4%
Value $133M Shares 2,547,459 Est. Cost $28.85 Unrealized +14.8%
EPAC ENERPAC TOOL GROUP CORP 2.3%
Value $125M Shares 4,790,897 Est. Cost $21.33 Unrealized +10.7%
POST POST HLDGS INC 2.3%
Value $124M Shares 1,173,915 Est. Cost $52.43 Unrealized +25.0%
CHRW C H ROBINSON WORLDWIDE INC 1.9%
Value $107M Shares 1,116,592 Est. Cost $84.32 Unrealized -1.5%
FDX FEDEX CORP 1.7%
Value $92.85M Shares 326,874 Est. Cost $250.35 Unrealized -6.5%
BUD ANHEUSER BUSCH INBEV SA/NV 1.5%
Value $82.97M Shares 1,320,171 Est. Cost $68.41 Unrealized
LSTR LANDSTAR SYS INC 1.1%
Value $62.51M Shares 378,687 Est. Cost $1284.56 Unrealized
SCHW SCHWAB CHARLES CORP 1.0%
Value $54.83M Shares 841,164 Est. Cost $32.34 Unrealized +76.0%
US ECOLOGY INC 0.9%
Value $47.62M Shares 1,143,652 Est. Cost $36.33 Unrealized
GENERAL ELECTRIC CO 0.8%
Value $42.28M Shares 3,220,513 Est. Cost $162.21 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value $40.87M Shares 288,956 Est. Cost $75.58 Unrealized +64.5%
COF CAPITAL ONE FINL CORP 0.6%
Value $34.43M Shares 270,581 Est. Cost $80.47 Unrealized +34.1%
MSFT MICROSOFT CORP 0.6%
Value $31.09M Shares 131,881 Est. Cost $75.53 Unrealized +195.1%
MAA MID-AMER APT CMNTYS INC 0.6%
Value $30.32M Shares 210,000 Est. Cost $105.27 Unrealized +9.4%
UPS UNITED PARCEL SERVICE INC 0.5%
Value $27.14M Shares 159,625 Est. Cost $76.15 Unrealized +73.3%
PAYX PAYCHEX INC 0.4%
Value $24.28M Shares 247,741 Est. Cost $45.96 Unrealized +74.9%
FOXA FOX CORP 0.4%
Value $22.42M Shares 620,780 Est. Cost $25.62 Unrealized +28.2%
USB US BANCORP DEL 0.4%
Value $20.84M Shares 376,856 Est. Cost $30.38 Unrealized +32.7%
PEP PEPSICO INC 0.4%
Value $20.55M Shares 145,273 Est. Cost $70.31 Unrealized +67.7%
DEO DIAGEO PLC 0.3%
Value $18.14M Shares 110,470 Est. Cost $159.18 Unrealized
MMM 3M CO 0.3%
Value $15.29M Shares 79,327 Est. Cost $118.94 Unrealized +5.2%
JNJ JOHNSON & JOHNSON 0.3%
Value $14.88M Shares 90,509 Est. Cost $137.00 Unrealized +2.8%
PG PROCTER AND GAMBLE CO 0.2%
Value $13.72M Shares 101,333 Est. Cost $70.20 Unrealized +64.8%
CMCSA COMCAST CORP NEW 0.2%
Value $13.65M Shares 252,332 Est. Cost $39.40 Unrealized +17.1%
DIS DISNEY WALT CO 0.2%
Value $13.22M Shares 71,647 Est. Cost $103.75 Unrealized +73.7%
MA MASTERCARD INCORPORATED 0.2%
Value $12.58M Shares 35,330 Est. Cost $326.82 Unrealized +3.9%
MDT MEDTRONIC PLC 0.2%
Value $12.29M Shares 104,081 Est. Cost $89.65 Unrealized +13.4%
VOO VANGUARD INDEX FDS 0.2%
Value $8.715M Shares 23,922 Est. Cost $925.36 Unrealized
AAPL APPLE INC 0.1%
Value $7.513M Shares 61,506 Est. Cost $104.95 Unrealized +19.2%
CSCO CISCO SYS INC 0.1%
Value $5.361M Shares 103,668 Est. Cost $36.44 Unrealized +11.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $4.63M Shares 210,250 Est. Cost $23.70 Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $3.863M Shares 29,943 Est. Cost $108.17 Unrealized 0.0%
GOOGL ALPHABET INC 0.1%
Value $3.789M Shares 1,837 Est. Cost $95.55 Unrealized +2.5%
AMZN AMAZON COM INC 0.1%
Value $3.27M Shares 1,057 Est. Cost $113.03 Unrealized +40.2%
SDCCQ SMILEDIRECTCLUB INC 0.1%
Value $3.062M Shares 297,016 Est. Cost $11.84 Unrealized 0.0%
SUI SUN CMNTYS INC 0.1%
Value $2.858M Shares 19,050 Est. Cost $150.03 Unrealized
LABORATORY CORP AMER HLDGS 0.1%
Value $2.799M Shares 10,976 Est. Cost $255.01 Unrealized
MGC VANGUARD WORLD FD 0.1%
Value $2.794M Shares 19,926 Est. Cost $1136.58 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value $2.553M Shares 51,988 Est. Cost $39.98 Unrealized
HD HOME DEPOT INC 0.0%
Value $2.498M Shares 8,183 Est. Cost $194.18 Unrealized +25.9%
MACKINAC FINL CORP 0.0%
Value $2.427M Shares 173,091 Est. Cost $12.49 Unrealized
DRAFTKINGS INC 0.0%
Value $2.382M Shares 38,835 Est. Cost $46.56 Unrealized
SO SOUTHERN CO 0.0%
Value $2.212M Shares 35,580 Est. Cost $44.85 Unrealized +11.1%
VO VANGUARD INDEX FDS 0.0%
Value $2.052M Shares 9,273 Est. Cost $2295.39 Unrealized
BIDU BAIDU INC 0.0%
Value $2.045M Shares 9,400 Est. Cost $172.55 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $1.882M Shares 5,338 Est. Cost $299.88 Unrealized +10.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $1.879M Shares 32,306 Est. Cost $43.34 Unrealized -2.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value $1.749M Shares 6,332 Est. Cost $241.32 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value $1.554M Shares 42,894 Est. Cost $28.04 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value $1.466M Shares 6,541 Est. Cost $107.62 Unrealized +77.7%
IWF ISHARES TR 0.0%
Value $1.449M Shares 5,964 Est. Cost $213.22 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $1.435M Shares 16,170 Est. Cost $61.45 Unrealized +8.7%
VB VANGUARD INDEX FDS 0.0%
Value $1.429M Shares 6,675 Est. Cost $3688.65 Unrealized
HOLLY ENERGY PARTNERS L P 0.0%
Value $1.377M Shares 72,050 Est. Cost $25.08 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $1.376M Shares 10,326 Est. Cost $97.88 Unrealized +0.2%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value $1.305M Shares 25,080 Est. Cost $958.12 Unrealized
SYK STRYKER CORPORATION 0.0%
Value $1.251M Shares 5,136 Est. Cost $150.95 Unrealized +50.9%
LEVEL ONE BANCORP INC 0.0%
Value $1.248M Shares 48,412 Est. Cost $25.78 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $1.23M Shares 1,665 Est. Cost $250.57 Unrealized +0.4%
FICO FAIR ISAAC CORP 0.0%
Value $1.118M Shares 2,300 Est. Cost $475.37 Unrealized 0.0%
GOOG ALPHABET INC 0.0%
Value $1.059M Shares 512 Est. Cost $55.57 Unrealized +77.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $1.018M Shares 6,650 Est. Cost $134.38 Unrealized +1.2%
SPY SPDR S&P 500 ETF TR 0.0%
Value $1M Shares 2,522 Est. Cost $373.61 Unrealized
EMR EMERSON ELEC CO 0.0%
Value $981K Shares 10,868 Est. Cost $77.81 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value $945K Shares 5,000 Est. Cost $27.27 Unrealized +455.0%
ISHARES TR 0.0%
Value $916K Shares 12,717 Est. Cost $61.45 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $908K Shares 4,100 Est. Cost $184.98 Unrealized 0.0%
VGT VANGUARD WORLD FDS 0.0%
Value $894K Shares 2,494 Est. Cost $358.46 Unrealized
ACWI ISHARES TR 0.0%
Value $889K Shares 9,345 Est. Cost $80.88 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $854K Shares 11,354 Est. Cost $62.28 Unrealized 0.0%
DVA DAVITA INC 0.0%
Value $749K Shares 6,954 Est. Cost $111.11 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value $730K Shares 59,560 Est. Cost $8.02 Unrealized +8.2%
ONB OLD NATL BANCORP IND 0.0%
Value $722K Shares 37,353 Est. Cost $17.59 Unrealized +5.3%
BIL SPDR SER TR 0.0%
Value $720K Shares 7,867 Est. Cost $91.52 Unrealized
ABT ABBOTT LABS 0.0%
Value $718K Shares 5,992 Est. Cost $75.96 Unrealized +43.0%
DTE DTE ENERGY CO 0.0%
Value $713K Shares 5,356 Est. Cost $59.39 Unrealized +50.3%
ETF MANAGERS TR 0.0%
Value $706K Shares 12,859 Est. Cost $54.90 Unrealized
V VISA INC 0.0%
Value $704K Shares 3,326 Est. Cost $151.61 Unrealized +34.0%
FNDF SCHWAB STRATEGIC TR 0.0%
Value $680K Shares 21,183 Est. Cost $24.58 Unrealized
CASH META FINL GROUP INC 0.0%
Value $677K Shares 14,947 Est. Cost $41.90 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value $674K Shares 3,404 Est. Cost $163.21 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $668K Shares 1,000 Est. Cost $170.65 Unrealized +47.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $646K Shares 3,425 Est. Cost $156.66 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $606K Shares 2,371 Est. Cost $180.22 Unrealized +34.7%
SBUX STARBUCKS CORP 0.0%
Value $597K Shares 5,460 Est. Cost $94.02 Unrealized 0.0%
WMT WALMART INC 0.0%
Value $553K Shares 4,073 Est. Cost $43.31 Unrealized 0.0%
SEE SEALED AIR CORP NEW 0.0%
Value $522K Shares 11,389 Est. Cost $40.72 Unrealized 0.0%
META FACEBOOK INC 0.0%
Value $521K Shares 1,770 Est. Cost $263.59 Unrealized +1.4%
GLD SPDR GOLD TR 0.0%
Value $514K Shares 3,212 Est. Cost $178.39 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $492K Shares 2,187 Est. Cost $133.19 Unrealized +49.2%
IVV ISHARES TR 0.0%
Value $452K Shares 1,137 Est. Cost $382.83 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value $447K Shares 5,500 Est. Cost $62.43 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value $443K Shares 5,180 Est. Cost $85.52 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $437K Shares 5,998 Est. Cost $51.41 Unrealized
ORCL ORACLE CORP 0.0%
Value $431K Shares 6,143 Est. Cost $60.61 Unrealized 0.0%
CMA COMERICA INC 0.0%
Value $423K Shares 5,900 Est. Cost $26.51 Unrealized +96.7%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $411K Shares 1,812 Est. Cost $226.82 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $395K Shares 866 Est. Cost $432.59 Unrealized +8.9%
ABBV ABBVIE INC 0.0%
Value $390K Shares 3,600 Est. Cost $88.91 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $388K Shares 765 Est. Cost $30.98 Unrealized 0.0%
T AT&T INC 0.0%
Value $385K Shares 12,706 Est. Cost $16.14 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value $371K Shares 2,800 Est. Cost $129.71 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value $371K Shares 1,621 Est. Cost $228.87 Unrealized
VV VANGUARD INDEX FDS 0.0%
Value $371K Shares 2,000 Est. Cost $175.50 Unrealized
DXCM DEXCOM INC 0.0%
Value $359K Shares 1,000 Est. Cost $47.43 Unrealized +97.9%
INTC INTEL CORP 0.0%
Value $346K Shares 5,405 Est. Cost $54.09 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $345K Shares 725 Est. Cost $475.86 Unrealized
CTAS CINTAS CORP 0.0%
Value $343K Shares 1,005 Est. Cost $56.10 Unrealized +44.2%
INVESCO EXCH TRADED FD TR II 0.0%
Value $336K Shares 7,270 Est. Cost $46.22 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $320K Shares 1,550 Est. Cost $175.82 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $313K Shares 2,384 Est. Cost $131.29 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value $299K Shares 6,900 Est. Cost $43.33 Unrealized
SVMK INC 0.0%
Value $275K Shares 15,000 Est. Cost $18.33 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value $271K Shares 4,858 Est. Cost $43.31 Unrealized 0.0%
ISHARES INC 0.0%
Value $269K Shares 4,182 Est. Cost $52.74 Unrealized
MUB ISHARES TR 0.0%
Value $267K Shares 2,300 Est. Cost $116.57 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value $257K Shares 1,690 Est. Cost $127.25 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value $254K Shares 6,510 Est. Cost $31.62 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value $253K Shares 4,829 Est. Cost $44.49 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $251K Shares 6,500 Est. Cost $37.85 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $250K Shares 2,000 Est. Cost $114.59 Unrealized 0.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value $236K Shares 2,443 Est. Cost $71.06 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value $230K Shares 484 Est. Cost $467.43 Unrealized 0.0%
UFPI UFP INDUSTRIES INC 0.0%
Value $228K Shares 3,000 Est. Cost $62.59 Unrealized 0.0%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $217K Shares 400 Est. Cost $449.62 Unrealized +22.9%
LRGF ISHARES TR 0.0%
Value $217K Shares 5,348 Est. Cost $33.19 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $216K Shares 994 Est. Cost $163.73 Unrealized +7.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value $216K Shares 1,438 Est. Cost $133.15 Unrealized 0.0%
ADC AGREE REALTY CORP 0.0%
Value $215K Shares 3,200 Est. Cost $65.68 Unrealized
TCF FINL CORP 0.0%
Value $210K Shares 4,518 Est. Cost $36.96 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $210K Shares 1,725 Est. Cost $105.23 Unrealized +1.7%
SCHE SCHWAB STRATEGIC TR 0.0%
Value $179K Shares 5,620 Est. Cost $24.96 Unrealized
ISHARES GOLD TR 0.0%
Value $165K Shares 10,133 Est. Cost $18.16 Unrealized
IJR ISHARES TR 0.0%
Value $157K Shares 1,449 Est. Cost $91.79 Unrealized
IWM ISHARES TR 0.0%
Value $133K Shares 600 Est. Cost $221.67 Unrealized
EOLS EVOLUS INC 0.0%
Value $132K Shares 10,170 Est. Cost $9.22 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.0%
Value $118K Shares 3,132 Est. Cost $32.03 Unrealized
ISHARES TR 0.0%
Value $105K Shares 865 Est. Cost $121.39 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value $95,000 Shares 576 Est. Cost $127.43 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value $88,000 Shares 11,520 Est. Cost $7.64 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.0%
Value $72,000 Shares 1,343 Est. Cost $53.61 Unrealized
IWP ISHARES TR 0.0%
Value $60,000 Shares 586 Est. Cost $129.76 Unrealized
IWO ISHARES TR 0.0%
Value $58,000 Shares 192 Est. Cost $209.42 Unrealized
LANNET INC 0.0%
Value $55,000 Shares 10,350 Est. Cost $23.18 Unrealized
EFA ISHARES TR 0.0%
Value $54,000 Shares 709 Est. Cost $69.63 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value $52,000 Shares 803 Est. Cost $58.12 Unrealized
PRHI CONIFER HLDGS INC 0.0%
Value $48,000 Shares 12,900 Est. Cost $3.53 Unrealized 0.0%
SCHO SCHWAB STRATEGIC TR 0.0%
Value $45,000 Shares 881 Est. Cost $49.63 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value $40,000 Shares 651 Est. Cost $56.75 Unrealized
TREVENA INC 0.0%
Value $36,000 Shares 20,000 Est. Cost $1.80 Unrealized
SHM SPDR SER TR 0.0%
Value $25,000 Shares 512 Est. Cost $48.83 Unrealized
FXI ISHARES TR 0.0%
Value $22,000 Shares 471 Est. Cost $38.91 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value $22,000 Shares 346 Est. Cost $50.90 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $13,000 Shares 139 Est. Cost $93.53 Unrealized
INTF ISHARES TR 0.0%
Value $10,000 Shares 360 Est. Cost $24.35 Unrealized
SCHA SCHWAB STRATEGIC TR 0.0%
Value $7,000 Shares 75 Est. Cost $93.33 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $7,000 Shares 101 Est. Cost $69.31 Unrealized
EMGF ISHARES INC 0.0%
Value $6,000 Shares 111 Est. Cost $45.05 Unrealized
ETF MANAGERS TR 0.0%
Value $4,000 Shares 160 Est. Cost $25.00 Unrealized