DONALDSON CAPITAL MANAGEMENT, LLC Diversified Active

Location: Evansville, IN

CIK: 0001487438 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 21, 2022

Total Value: $2.275B (100.0% shares, 0.0% debt)

Holdings (259)

AAPL APPLE INC 5.5%
Value $126M Shares 707,629 Share Price $177.57 * Est. Cost/Share $90.09 Unrealized @ Report Date +71.7%
MSFT MICROSOFT CORP 5.0%
Value $113M Shares 335,527 Share Price $336.32 * Est. Cost/Share $89.03 Unrealized @ Report Date +252.0%
ACN ACCENTURE PLC IRELAND 3.8%
Value $86.91M Shares 209,643 Share Price $414.55 * Est. Cost/Share $146.29 Unrealized @ Report Date +134.7%
AVGO BROADCOM INC 3.7%
Value $83.5M Shares 125,484 Share Price $665.41 * Est. Cost/Share $26.66 Unrealized @ Report Date +94.2%
HD HOME DEPOT INC 3.3%
Value $76.08M Shares 183,321 Share Price $415.01 * Est. Cost/Share $167.07 Unrealized @ Report Date +105.4%
ABBV ABBVIE INC 3.3%
Value $75.46M Shares 557,308 Share Price $135.40 * Est. Cost/Share $72.95 Unrealized @ Report Date +39.4%
PFE PFIZER INC 3.3%
Value $74.98M Shares 1,269,772 Share Price $59.05 * Est. Cost/Share $26.56 Unrealized @ Report Date +51.5%
BLACKROCK INC 3.0%
Value $68.15M Shares 74,436 Share Price $915.57 Est. Cost/Share $478.84 Unrealized @ Report Date
PAYX PAYCHEX INC 3.0%
Value $67.34M Shares 493,342 Share Price $136.50 * Est. Cost/Share $57.07 Unrealized @ Report Date +92.5%
NEE NEXTERA ENERGY INC 2.8%
Value $63.56M Shares 680,825 Share Price $93.36 * Est. Cost/Share $58.44 Unrealized @ Report Date +32.4%
CSCO CISCO SYS INC 2.8%
Value $63.35M Shares 999,720 Share Price $63.37 * Est. Cost/Share $34.32 Unrealized @ Report Date +47.0%
COST COSTCO WHSL CORP NEW 2.7%
Value $61.44M Shares 108,217 Share Price $567.70 * Est. Cost/Share $419.30 Unrealized @ Report Date +16.4%
APD AIR PRODS & CHEMS INC 2.6%
Value $59.41M Shares 195,243 Share Price $304.26 * Est. Cost/Share $230.20 Unrealized @ Report Date +14.5%
JNJ JOHNSON & JOHNSON 2.4%
Value $55.03M Shares 321,666 Share Price $171.07 * Est. Cost/Share $114.03 Unrealized @ Report Date +27.2%
SBUX STARBUCKS CORP 2.3%
Value $52.89M Shares 452,155 Share Price $116.97 * Est. Cost/Share $70.70 Unrealized @ Report Date +44.6%
AFL AFLAC INC 2.2%
Value $51.01M Shares 873,575 Share Price $58.39 * Est. Cost/Share $49.31 Unrealized @ Report Date +3.4%
MRK MERCK & CO INC 2.1%
Value $48.76M Shares 636,199 Share Price $76.64 * Est. Cost/Share $65.20 Unrealized @ Report Date +7.2%
JPM JPMORGAN CHASE & CO 2.1%
Value $48.31M Shares 305,115 Share Price $158.35 * Est. Cost/Share $95.56 Unrealized @ Report Date +54.7%
UNP UNION PAC CORP 2.1%
Value $46.78M Shares 185,702 Share Price $251.93 * Est. Cost/Share $197.09 Unrealized @ Report Date +9.1%
TXN TEXAS INSTRS INC 2.0%
Value $45.64M Shares 242,163 Share Price $188.47 * Est. Cost/Share $121.36 Unrealized @ Report Date +40.2%
TROW PRICE T ROWE GROUP INC 1.9%
Value $44.01M Shares 223,825 Share Price $196.64 * Est. Cost/Share $140.00 Unrealized @ Report Date +20.5%
NEAR ISHARES U S ETF TR 1.9%
Value $43.94M Shares 879,674 Share Price $49.95 Est. Cost/Share $50.12 Unrealized @ Report Date
MDT MEDTRONIC PLC 1.9%
Value $42.45M Shares 410,347 Share Price $103.45 Est. Cost/Share $76.50 Unrealized @ Report Date +33.4%
CMI CUMMINS INC 1.8%
Value $41.9M Shares 192,065 Share Price $218.14 * Est. Cost/Share $124.61 Unrealized @ Report Date +65.2%
BAB INVESCO EXCH TRADED FD TR II 1.8%
Value $41.8M Shares 1,268,234 Share Price $32.96 Est. Cost/Share $32.43 Unrealized @ Report Date
USB US BANCORP DEL 1.8%
Value $40.24M Shares 716,363 Share Price $56.17 * Est. Cost/Share $36.56 Unrealized @ Report Date +33.6%
RY ROYAL BK CDA 1.2%
Value $26.24M Shares 247,253 Share Price $106.14 * Est. Cost/Share $78.40 Unrealized @ Report Date +32.4%
NOC NORTHROP GRUMMAN CORP 1.1%
Value $25.39M Shares 65,596 Share Price $387.07 * Est. Cost/Share $286.16 Unrealized @ Report Date +21.7%
LMT LOCKHEED MARTIN CORP 1.1%
Value $25.17M Shares 70,826 Share Price $355.41 * Est. Cost/Share $278.69 Unrealized @ Report Date +10.9%
RTX RAYTHEON TECHNOLOGIES CORP 1.0%
Value $23.63M Shares 274,578 Share Price $86.06 * Est. Cost/Share $66.18 Unrealized @ Report Date +19.9%
XOM EXXON MOBIL CORP 1.0%
Value $23.17M Shares 378,722 Share Price $61.19 * Est. Cost/Share $44.13 Unrealized @ Report Date +22.2%
VLO VALERO ENERGY CORP 1.0%
Value $22.17M Shares 295,111 Share Price $75.11 * Est. Cost/Share $57.62 Unrealized @ Report Date +13.0%
ICSH ISHARES TR 1.0%
Value $21.89M Shares 434,336 Share Price $50.39 Est. Cost/Share $50.53 Unrealized @ Report Date
CVX CHEVRON CORP NEW 0.9%
Value $21.37M Shares 182,078 Share Price $117.35 * Est. Cost/Share $80.16 Unrealized @ Report Date +19.9%
MTUM ISHARES TR 0.8%
Value $17.88M Shares 98,347 Share Price $181.82 Est. Cost/Share $127.55 Unrealized @ Report Date
NOBL PROSHARES TR 0.7%
Value $16.23M Shares 165,254 Share Price $98.18 Est. Cost/Share $74.15 Unrealized @ Report Date
T AT&T INC 0.6%
Value $14.7M Shares 597,660 Share Price $24.60 * Est. Cost/Share $16.93 Unrealized @ Report Date -13.3%
GOOGL ALPHABET INC 0.5%
Value $12.21M Shares 4,216 Share Price $2897.06 * Est. Cost/Share $74.65 Unrealized @ Report Date +91.5%
ABT ABBOTT LABS 0.5%
Value $12.08M Shares 85,842 Share Price $140.74 * Est. Cost/Share $53.22 Unrealized @ Report Date +123.0%
AMZN AMAZON COM INC 0.5%
Value $12.07M Shares 3,620 Share Price $3334.25 * Est. Cost/Share $103.90 Unrealized @ Report Date +64.7%
INTU INTUIT 0.5%
Value $11.51M Shares 17,900 Share Price $643.24 * Est. Cost/Share $275.02 Unrealized @ Report Date +118.7%
LLY LILLY ELI & CO 0.5%
Value $11.46M Shares 41,473 Share Price $276.23 * Est. Cost/Share $101.64 Unrealized @ Report Date +139.9%
SOXX ISHARES TR 0.4%
Value $10.06M Shares 18,560 Share Price $542.30 Est. Cost/Share $321.47 Unrealized @ Report Date
UPS UNITED PARCEL SERVICE INC 0.4%
Value $9.632M Shares 44,937 Share Price $214.34 * Est. Cost/Share $86.47 Unrealized @ Report Date +95.0%
LQD ISHARES TR 0.4%
Value $9.456M Shares 71,353 Share Price $132.52 Est. Cost/Share $129.72 Unrealized @ Report Date
MCD MCDONALDS CORP 0.4%
Value $9.232M Shares 34,438 Share Price $268.08 * Est. Cost/Share $151.88 Unrealized @ Report Date +51.2%
CINF CINCINNATI FINL CORP 0.4%
Value $9.103M Shares 79,902 Share Price $113.93 * Est. Cost/Share $57.82 Unrealized @ Report Date +84.0%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value $8.787M Shares 35,634 Share Price $246.59 * Est. Cost/Share $97.33 Unrealized @ Report Date +113.0%
NKE NIKE INC 0.4%
Value $8.37M Shares 50,217 Share Price $166.68 * Est. Cost/Share $62.93 Unrealized @ Report Date +145.6%
MCO MOODYS CORP 0.4%
Value $8.332M Shares 21,333 Share Price $390.57 * Est. Cost/Share $178.64 Unrealized @ Report Date +108.4%
V VISA INC 0.4%
Value $8.246M Shares 38,052 Share Price $216.70 * Est. Cost/Share $136.08 Unrealized @ Report Date +52.9%
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value $7.871M Shares 45,829 Share Price $171.75 Est. Cost/Share $101.04 Unrealized @ Report Date
EL LAUDER ESTEE COS INC 0.3%
Value $7.654M Shares 20,674 Share Price $370.22 * Est. Cost/Share $157.67 Unrealized @ Report Date +101.5%
CSX CSX CORP 0.3%
Value $7.577M Shares 201,520 Share Price $37.60 * Est. Cost/Share $27.36 Unrealized @ Report Date +21.7%
ECL ECOLAB INC 0.3%
Value $7.244M Shares 30,878 Share Price $234.60 * Est. Cost/Share $128.44 Unrealized @ Report Date +67.8%
DIS DISNEY WALT CO 0.3%
Value $6.574M Shares 42,444 Share Price $154.89 Est. Cost/Share $104.92 Unrealized @ Report Date +50.4%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $6.516M Shares 12,976 Share Price $502.16 * Est. Cost/Share $316.46 Unrealized @ Report Date +33.4%
JPST J P MORGAN EXCHANGE-TRADED F 0.3%
Value $6.084M Shares 120,517 Share Price $50.48 Est. Cost/Share $50.76 Unrealized @ Report Date
MSCI MSCI INC 0.3%
Value $5.835M Shares 9,524 Share Price $612.66 * Est. Cost/Share $334.59 Unrealized @ Report Date +79.2%
VUG VANGUARD INDEX FDS 0.2%
Value $5.574M Shares 17,371 Share Price $320.88 Est. Cost/Share $146.24 Unrealized @ Report Date
RSPM INVESCO EXCHANGE TRADED FD T 0.2%
Value $5.221M Shares 29,000 Share Price $180.03 Est. Cost/Share $164.46 Unrealized @ Report Date
LSTR LANDSTAR SYS INC 0.2%
Value $4.905M Shares 27,397 Share Price $179.03 Est. Cost/Share $158.55 Unrealized @ Report Date
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.2%
Value $4.905M Shares 27,600 Share Price $177.72 Est. Cost/Share $165.29 Unrealized @ Report Date +5.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.2%
Value $4.887M Shares 57,637 Share Price $84.79 * Est. Cost/Share $68.93 Unrealized @ Report Date +12.8%
PEP PEPSICO INC 0.2%
Value $4.833M Shares 27,821 Share Price $173.72 * Est. Cost/Share $96.98 Unrealized @ Report Date +47.9%
MS MORGAN STANLEY 0.2%
Value $4.438M Shares 45,216 Share Price $98.15 * Est. Cost/Share $68.05 Unrealized @ Report Date +27.5%
SPY SPDR S&P 500 ETF TR 0.2%
Value $4.428M Shares 9,323 Share Price $474.95 Est. Cost/Share $310.53 Unrealized @ Report Date
XLE SELECT SECTOR SPDR TR 0.2%
Value $4.037M Shares 72,739 Share Price $55.50 Est. Cost/Share $48.08 Unrealized @ Report Date
AMGN AMGEN INC 0.2%
Value $3.937M Shares 17,501 Share Price $224.96 * Est. Cost/Share $149.75 Unrealized @ Report Date +23.6%
RSG REPUBLIC SVCS INC 0.2%
Value $3.728M Shares 26,732 Share Price $139.46 * Est. Cost/Share $78.49 Unrealized @ Report Date +60.5%
DPZ DOMINOS PIZZA INC 0.2%
Value $3.434M Shares 6,086 Share Price $564.25 * Est. Cost/Share $480.17 Unrealized @ Report Date +0.1%
CMCSA COMCAST CORP NEW 0.1%
Value $3.258M Shares 64,725 Share Price $50.34 * Est. Cost/Share $33.50 Unrealized @ Report Date +37.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $3.113M Shares 49,929 Share Price $62.35 * Est. Cost/Share $37.19 Unrealized @ Report Date +32.4%
LAM RESEARCH CORP 0.1%
Value $3.084M Shares 4,289 Share Price $719.05 Est. Cost/Share $635.11 Unrealized @ Report Date
PFF ISHARES TR 0.1%
Value $3.034M Shares 76,957 Share Price $39.42 Est. Cost/Share $37.53 Unrealized @ Report Date
AGG ISHARES TR 0.1%
Value $2.978M Shares 26,108 Share Price $114.06 Est. Cost/Share $113.91 Unrealized @ Report Date
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $2.769M Shares 9,262 Share Price $298.96 * Est. Cost/Share $231.03 Unrealized @ Report Date +24.0%
MMM 3M CO 0.1%
Value $2.716M Shares 15,289 Share Price $177.64 * Est. Cost/Share $114.30 Unrealized @ Report Date +11.4%
LII LENNOX INTL INC 0.1%
Value $2.637M Shares 8,130 Share Price $324.35 * Est. Cost/Share $193.76 Unrealized @ Report Date +53.2%
GOOG ALPHABET INC 0.1%
Value $2.543M Shares 879 Share Price $2893.06 * Est. Cost/Share $68.84 Unrealized @ Report Date +108.4%
NVO NOVO-NORDISK A S 0.1%
Value $2.446M Shares 21,835 Share Price $112.02 Est. Cost/Share $51.23 Unrealized @ Report Date
PG PROCTER AND GAMBLE CO 0.1%
Value $2.436M Shares 14,894 Share Price $163.56 * Est. Cost/Share $84.44 Unrealized @ Report Date +58.8%
XYL XYLEM INC 0.1%
Value $2.402M Shares 20,033 Share Price $119.90 Est. Cost/Share $81.24 Unrealized @ Report Date +45.3%
XLK SELECT SECTOR SPDR TR 0.1%
Value $2.385M Shares 13,718 Share Price $173.86 Est. Cost/Share $56.57 Unrealized @ Report Date
OSK OSHKOSH CORP 0.1%
Value $2.3M Shares 20,406 Share Price $112.71 * Est. Cost/Share $71.53 Unrealized @ Report Date +41.9%
NVDA NVIDIA CORPORATION 0.1%
Value $2.23M Shares 7,582 Share Price $294.12 * Est. Cost/Share $22.09 Unrealized @ Report Date +24.3%
WEC WEC ENERGY GROUP INC 0.1%
Value $2.004M Shares 20,643 Share Price $97.08 * Est. Cost/Share $60.01 Unrealized @ Report Date +32.3%
NFLX NETFLIX INC 0.1%
Value $1.974M Shares 3,276 Share Price $602.56 * Est. Cost/Share $50.24 Unrealized @ Report Date +27.2%
CAT CATERPILLAR INC 0.1%
Value $1.924M Shares 9,307 Share Price $206.73 * Est. Cost/Share $71.70 Unrealized @ Report Date +160.4%
META META PLATFORMS INC 0.1%
Value $1.92M Shares 5,709 Share Price $336.31 Est. Cost/Share $311.52 Unrealized @ Report Date +5.8%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.871M Shares 4,891 Share Price $382.54 * Est. Cost/Share $185.97 Unrealized @ Report Date +91.7%
GOVT ISHARES TR 0.1%
Value $1.87M Shares 70,085 Share Price $26.68 Est. Cost/Share $27.84 Unrealized @ Report Date
VZ VERIZON COMMUNICATIONS INC 0.1%
Value $1.836M Shares 35,335 Share Price $51.96 * Est. Cost/Share $40.52 Unrealized @ Report Date -0.3%
TSLA TESLA INC 0.1%
Value $1.829M Shares 1,731 Share Price $1056.61 * Est. Cost/Share $222.93 Unrealized @ Report Date +50.4%
ERIE ERIE INDTY CO 0.1%
Value $1.821M Shares 9,451 Share Price $192.68 * Est. Cost/Share $167.63 Unrealized @ Report Date +11.7%
MA MASTERCARD INCORPORATED 0.1%
Value $1.764M Shares 4,910 Share Price $359.27 * Est. Cost/Share $294.26 Unrealized @ Report Date +14.8%
WM WASTE MGMT INC DEL 0.1%
Value $1.729M Shares 10,358 Share Price $166.92 * Est. Cost/Share $88.84 Unrealized @ Report Date +69.6%
GABC GERMAN AMERN BANCORP INC 0.1%
Value $1.684M Shares 43,201 Share Price $38.98 * Est. Cost/Share $25.81 Unrealized @ Report Date +36.8%
IWF ISHARES TR 0.1%
Value $1.639M Shares 5,365 Share Price $305.50 Est. Cost/Share $145.96 Unrealized @ Report Date
EFX EQUIFAX INC 0.1%
Value $1.619M Shares 5,531 Share Price $292.71 * Est. Cost/Share $86.44 Unrealized @ Report Date +212.6%
KO COCA COLA CO 0.1%
Value $1.602M Shares 27,063 Share Price $59.20 * Est. Cost/Share $40.77 Unrealized @ Report Date +20.6%
COR AMERISOURCEBERGEN CORP 0.1%
Value $1.602M Shares 12,054 Share Price $132.90 * Est. Cost/Share $87.58 Unrealized @ Report Date +33.7%
SO SOUTHERN CO 0.1%
Value $1.532M Shares 22,344 Share Price $68.56 * Est. Cost/Share $49.78 Unrealized @ Report Date +9.9%
ISHARES TR 0.1%
Value $1.42M Shares 54,489 Share Price $26.06 Est. Cost/Share $26.25 Unrealized @ Report Date
VYM VANGUARD WHITEHALL FDS 0.1%
Value $1.416M Shares 12,628 Share Price $112.13 Est. Cost/Share $78.47 Unrealized @ Report Date
MRSH MARSH & MCLENNAN COS INC 0.1%
Value $1.409M Shares 8,108 Share Price $173.78 * Est. Cost/Share $74.73 Unrealized @ Report Date +109.0%
QQQ INVESCO QQQ TR 0.1%
Value $1.369M Shares 3,442 Share Price $397.73 Est. Cost/Share $315.00 Unrealized @ Report Date
DUK DUKE ENERGY CORP NEW 0.1%
Value $1.328M Shares 12,663 Share Price $104.87 * Est. Cost/Share $62.81 Unrealized @ Report Date +37.4%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value $1.284M Shares 14,979 Share Price $85.72 * Est. Cost/Share $52.85 Unrealized @ Report Date +28.2%
SPYG SPDR SER TR 0.1%
Value $1.261M Shares 17,403 Share Price $72.46 Est. Cost/Share $58.93 Unrealized @ Report Date
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value $1.259M Shares 2,221 Share Price $566.86 * Est. Cost/Share $593.34 Unrealized @ Report Date +5.3%
QLD PROSHARES TR 0.1%
Value $1.255M Shares 14,100 Share Price $89.01 Est. Cost/Share $83.04 Unrealized @ Report Date
OKE ONEOK INC NEW 0.1%
Value $1.229M Shares 20,918 Share Price $58.75 * Est. Cost/Share $34.01 Unrealized @ Report Date +45.9%
SDY SPDR SER TR 0.1%
Value $1.211M Shares 9,378 Share Price $129.13 Est. Cost/Share $86.22 Unrealized @ Report Date
XLY SELECT SECTOR SPDR TR 0.1%
Value $1.192M Shares 5,832 Share Price $204.39 Est. Cost/Share $116.73 Unrealized @ Report Date
MU MICRON TECHNOLOGY INC 0.1%
Value $1.172M Shares 12,581 Share Price $93.16 * Est. Cost/Share $74.46 Unrealized @ Report Date +2.5%
ELV ANTHEM INC 0.0%
Value $1.137M Shares 2,452 Share Price $463.70 * Est. Cost/Share $210.50 Unrealized @ Report Date +88.7%
CRM SALESFORCE COM INC 0.0%
Value $1.11M Shares 4,366 Share Price $254.24 * Est. Cost/Share $258.75 Unrealized @ Report Date +7.3%
XILINX INC 0.0%
Value $1.081M Shares 5,101 Share Price $211.92 Est. Cost/Share $161.55 Unrealized @ Report Date
VRSK VERISK ANALYTICS INC 0.0%
Value $1.069M Shares 4,674 Share Price $228.71 * Est. Cost/Share $170.31 Unrealized @ Report Date +24.7%
MELI MERCADOLIBRE INC 0.0%
Value $1.068M Shares 792 Share Price $1348.48 * Est. Cost/Share $1522.95 Unrealized @ Report Date -7.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $1.067M Shares 7,986 Share Price $133.61 * Est. Cost/Share $106.14 Unrealized @ Report Date +0.3%
TD TORONTO DOMINION BK ONT 0.0%
Value $1.056M Shares 13,774 Share Price $76.67 * Est. Cost/Share $57.95 Unrealized @ Report Date +25.8%
NDAQ NASDAQ INC 0.0%
Value $1.041M Shares 4,955 Share Price $210.09 * Est. Cost/Share $44.08 Unrealized @ Report Date +45.9%
INTC INTEL CORP 0.0%
Value $1.029M Shares 19,973 Share Price $51.52 * Est. Cost/Share $47.11 Unrealized @ Report Date +0.4%
MEAR ISHARES U S ETF TR 0.0%
Value $974K Shares 19,438 Share Price $50.11 Est. Cost/Share $50.13 Unrealized @ Report Date
PRU PRUDENTIAL FINL INC 0.0%
Value $969K Shares 8,956 Share Price $108.20 * Est. Cost/Share $61.33 Unrealized @ Report Date +44.9%
CLX CLOROX CO DEL 0.0%
Value $960K Shares 5,504 Share Price $174.42 * Est. Cost/Share $135.19 Unrealized @ Report Date +7.7%
BAC BK OF AMERICA CORP 0.0%
Value $952K Shares 21,389 Share Price $44.51 * Est. Cost/Share $26.01 Unrealized @ Report Date +57.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $948K Shares 4,726 Share Price $200.59 * Est. Cost/Share $116.40 Unrealized @ Report Date +49.7%
CVS CVS HEALTH CORP 0.0%
Value $917K Shares 8,886 Share Price $103.20 * Est. Cost/Share $68.13 Unrealized @ Report Date +18.1%
VTI VANGUARD INDEX FDS 0.0%
Value $894K Shares 3,704 Share Price $241.36 Est. Cost/Share $222.83 Unrealized @ Report Date
XYZ BLOCK INC 0.0%
Value $890K Shares 5,511 Share Price $161.50 * Est. Cost/Share $226.22 Unrealized @ Report Date -4.2%
SSO PROSHARES TR 0.0%
Value $878K Shares 6,000 Share Price $146.33 Est. Cost/Share $100.92 Unrealized @ Report Date
AVY AVERY DENNISON CORP 0.0%
Value $869K Shares 4,014 Share Price $216.49 * Est. Cost/Share $111.29 Unrealized @ Report Date +78.7%
IWM ISHARES TR 0.0%
Value $866K Shares 3,895 Share Price $222.34 Est. Cost/Share $164.65 Unrealized @ Report Date
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $837K Shares 1,255 Share Price $666.93 * Est. Cost/Share $320.98 Unrealized @ Report Date +92.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $822K Shares 6,348 Share Price $129.49 * Est. Cost/Share $78.03 Unrealized @ Report Date +49.5%
ENB ENBRIDGE INC 0.0%
Value $821K Shares 21,020 Share Price $39.06 * Est. Cost/Share $21.18 Unrealized @ Report Date +44.8%
IJR ISHARES TR 0.0%
Value $820K Shares 7,161 Share Price $114.51 Est. Cost/Share $85.02 Unrealized @ Report Date
WMT WALMART INC 0.0%
Value $815K Shares 5,631 Share Price $144.73 * Est. Cost/Share $40.10 Unrealized @ Report Date +12.7%
IDXX IDEXX LABS INC 0.0%
Value $802K Shares 1,218 Share Price $658.46 * Est. Cost/Share $273.06 Unrealized @ Report Date +129.9%
CTAS CINTAS CORP 0.0%
Value $800K Shares 1,805 Share Price $443.21 * Est. Cost/Share $82.13 Unrealized @ Report Date +26.3%
SE SEA LTD 0.0%
Value $797K Shares 3,563 Share Price $223.69 Est. Cost/Share $271.38 Unrealized @ Report Date
BA BOEING CO 0.0%
Value $797K Shares 3,960 Share Price $201.26 * Est. Cost/Share $312.18 Unrealized @ Report Date -32.3%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $789K Shares 3,198 Share Price $246.72 * Est. Cost/Share $131.04 Unrealized @ Report Date +60.5%
CVNA CARVANA CO 0.0%
Value $788K Shares 3,399 Share Price $231.83 * Est. Cost/Share $300.96 Unrealized @ Report Date -8.6%
THFF FIRST FINL CORP IND 0.0%
Value $785K Shares 17,339 Share Price $45.27 * Est. Cost/Share $29.65 Unrealized @ Report Date +27.4%
XLV SELECT SECTOR SPDR TR 0.0%
Value $779K Shares 5,533 Share Price $140.79 Est. Cost/Share $98.58 Unrealized @ Report Date
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $777K Shares 14,332 Share Price $54.21 * Est. Cost/Share $23.73 Unrealized @ Report Date +114.7%
XLI SELECT SECTOR SPDR TR 0.0%
Value $760K Shares 7,180 Share Price $105.85 Est. Cost/Share $69.62 Unrealized @ Report Date
BIL SPDR SER TR 0.0%
Value $759K Shares 8,300 Share Price $91.45 Est. Cost/Share $91.59 Unrealized @ Report Date
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $740K Shares 8,319 Share Price $88.95 * Est. Cost/Share $69.47 Unrealized @ Report Date +4.3%
EMR EMERSON ELEC CO 0.0%
Value $700K Shares 7,532 Share Price $92.94 * Est. Cost/Share $54.36 Unrealized @ Report Date +59.2%
PSA PUBLIC STORAGE 0.0%
Value $698K Shares 1,863 Share Price $374.66 * Est. Cost/Share $155.43 Unrealized @ Report Date +77.3%
LINDE PLC 0.0%
Value $698K Shares 2,014 Share Price $346.57 Est. Cost/Share $314.82 Unrealized @ Report Date
VOO VANGUARD INDEX FDS 0.0%
Value $674K Shares 1,543 Share Price $436.81 Est. Cost/Share $339.33 Unrealized @ Report Date
IVV ISHARES TR 0.0%
Value $674K Shares 1,412 Share Price $477.34 Est. Cost/Share $330.34 Unrealized @ Report Date
SPGI S&P GLOBAL INC 0.0%
Value $668K Shares 1,415 Share Price $472.08 * Est. Cost/Share $290.00 Unrealized @ Report Date +52.4%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $646K Shares 3,970 Share Price $162.72 Est. Cost/Share $135.09 Unrealized @ Report Date
RMD RESMED INC 0.0%
Value $635K Shares 2,440 Share Price $260.25 * Est. Cost/Share $152.45 Unrealized @ Report Date +64.1%
HON HONEYWELL INTL INC 0.0%
Value $633K Shares 3,038 Share Price $208.36 * Est. Cost/Share $136.98 Unrealized @ Report Date +35.1%
INTERPUBLIC GROUP COS INC 0.0%
Value $625K Shares 16,691 Share Price $37.45 * Est. Cost/Share $18.16 Unrealized @ Report Date +71.0%
TGT TARGET CORP 0.0%
Value $615K Shares 2,659 Share Price $231.29 * Est. Cost/Share $152.78 Unrealized @ Report Date +40.2%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $614K Shares 3,357 Share Price $182.90 * Est. Cost/Share $108.82 Unrealized @ Report Date +50.4%
CNO CNO FINL GROUP INC 0.0%
Value $611K Shares 25,623 Share Price $23.85 * Est. Cost/Share $12.15 Unrealized @ Report Date +84.3%
NVR NVR INC 0.0%
Value $610K Shares 103 Share Price $5922.33 * Est. Cost/Share $4166.53 Unrealized @ Report Date +26.7%
WSO WATSCO INC 0.0%
Value $598K Shares 1,912 Share Price $312.76 * Est. Cost/Share $171.12 Unrealized @ Report Date +73.1%
WFC WELLS FARGO CO NEW 0.0%
Value $594K Shares 12,377 Share Price $47.99 * Est. Cost/Share $45.73 Unrealized @ Report Date -2.9%
INBK FIRST INTERNET BANCORP 0.0%
Value $585K Shares 12,431 Share Price $47.06 * Est. Cost/Share $21.05 Unrealized @ Report Date +92.2%
SYK STRYKER CORPORATION 0.0%
Value $582K Shares 2,175 Share Price $267.59 * Est. Cost/Share $141.97 Unrealized @ Report Date +76.9%
EFA ISHARES TR 0.0%
Value $574K Shares 7,295 Share Price $78.68 Est. Cost/Share $68.70 Unrealized @ Report Date
D DOMINION ENERGY INC 0.0%
Value $572K Shares 7,286 Share Price $78.51 * Est. Cost/Share $52.73 Unrealized @ Report Date +17.8%
DHR DANAHER CORPORATION 0.0%
Value $563K Shares 1,710 Share Price $329.24 * Est. Cost/Share $183.72 Unrealized @ Report Date +47.0%
VOE VANGUARD INDEX FDS 0.0%
Value $563K Shares 3,747 Share Price $150.25 Est. Cost/Share $106.10 Unrealized @ Report Date
PGR PROGRESSIVE CORP 0.0%
Value $561K Shares 5,462 Share Price $102.71 * Est. Cost/Share $80.75 Unrealized @ Report Date +6.2%
PYPL PAYPAL HLDGS INC 0.0%
Value $554K Shares 2,940 Share Price $188.44 * Est. Cost/Share $137.76 Unrealized @ Report Date +56.7%
ALL ALLSTATE CORP 0.0%
Value $547K Shares 4,653 Share Price $117.56 * Est. Cost/Share $87.19 Unrealized @ Report Date +22.6%
SHY ISHARES TR 0.0%
Value $542K Shares 6,341 Share Price $85.48 Est. Cost/Share $85.92 Unrealized @ Report Date
QUAL ISHARES TR 0.0%
Value $528K Shares 3,624 Share Price $145.70 Est. Cost/Share $132.22 Unrealized @ Report Date
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $519K Shares 2,785 Share Price $186.36 * Est. Cost/Share $152.39 Unrealized @ Report Date +14.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $505K Shares 3,506 Share Price $144.04 * Est. Cost/Share $97.18 Unrealized @ Report Date +38.3%
POOL POOL CORP 0.0%
Value $501K Shares 885 Share Price $566.10 * Est. Cost/Share $449.11 Unrealized @ Report Date +10.8%
CMS CMS ENERGY CORP 0.0%
Value $500K Shares 7,686 Share Price $65.05 * Est. Cost/Share $51.67 Unrealized @ Report Date +4.6%
DG DOLLAR GEN CORP NEW 0.0%
Value $490K Shares 2,078 Share Price $235.80 * Est. Cost/Share $183.29 Unrealized @ Report Date +12.6%
SCHG SCHWAB STRATEGIC TR 0.0%
Value $485K Shares 2,963 Share Price $163.69 Est. Cost/Share $82.09 Unrealized @ Report Date
SHOP SHOPIFY INC 0.0%
Value $484K Shares 351 Share Price $1378.92 * Est. Cost/Share $82.75 Unrealized @ Report Date +76.6%
HSY HERSHEY CO 0.0%
Value $484K Shares 2,500 Share Price $193.60 * Est. Cost/Share $156.34 Unrealized @ Report Date +4.6%
SNPS SYNOPSYS INC 0.0%
Value $483K Shares 1,310 Share Price $368.70 * Est. Cost/Share $303.56 Unrealized @ Report Date +11.1%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $471K Shares 4,599 Share Price $102.41 * Est. Cost/Share $84.73 Unrealized @ Report Date +1.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value $465K Shares 899 Share Price $517.24 Est. Cost/Share $312.32 Unrealized @ Report Date
ISRG INTUITIVE SURGICAL INC 0.0%
Value $464K Shares 1,292 Share Price $359.13 * Est. Cost/Share $301.21 Unrealized @ Report Date +14.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $463K Shares 5,316 Share Price $87.10 * Est. Cost/Share $47.48 Unrealized @ Report Date +65.2%
CPRT COPART INC 0.0%
Value $463K Shares 3,057 Share Price $151.46 * Est. Cost/Share $35.73 Unrealized @ Report Date +3.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $453K Shares 3,309 Share Price $136.90 * Est. Cost/Share $112.02 Unrealized @ Report Date +11.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $451K Shares 1 Share Price $451000.00 * Est. Cost/Share $274039.94 Unrealized @ Report Date +57.6%
DVY ISHARES TR 0.0%
Value $451K Shares 3,678 Share Price $122.62 Est. Cost/Share $60.72 Unrealized @ Report Date
JKHY HENRY JACK & ASSOC INC 0.0%
Value $446K Shares 2,669 Share Price $167.10 * Est. Cost/Share $148.92 Unrealized @ Report Date +3.1%
BSV VANGUARD BD INDEX FDS 0.0%
Value $444K Shares 5,488 Share Price $80.90 Est. Cost/Share $80.90 Unrealized @ Report Date
BDX BECTON DICKINSON & CO 0.0%
Value $444K Shares 1,765 Share Price $251.56 * Est. Cost/Share $215.04 Unrealized @ Report Date +3.9%
QCOM QUALCOMM INC 0.0%
Value $443K Shares 2,425 Share Price $182.68 * Est. Cost/Share $76.80 Unrealized @ Report Date +90.2%
VTEB VANGUARD MUN BD FDS 0.0%
Value $440K Shares 8,021 Share Price $54.86 Est. Cost/Share $54.47 Unrealized @ Report Date
FLOT ISHARES TR 0.0%
Value $437K Shares 8,624 Share Price $50.67 Est. Cost/Share $50.92 Unrealized @ Report Date
DE DEERE & CO 0.0%
Value $437K Shares 1,274 Share Price $343.01 * Est. Cost/Share $163.94 Unrealized @ Report Date +100.4%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value $434K Shares 1,196 Share Price $362.88 Est. Cost/Share $227.64 Unrealized @ Report Date
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $433K Shares 28,063 Share Price $15.43 * Est. Cost/Share $10.69 Unrealized @ Report Date +21.9%
VRSN VERISIGN INC 0.0%
Value $433K Shares 1,705 Share Price $253.96 * Est. Cost/Share $217.41 Unrealized @ Report Date +5.4%
IP INTERNATIONAL PAPER CO 0.0%
Value $431K Shares 9,179 Share Price $46.96 * Est. Cost/Share $30.98 Unrealized @ Report Date +32.4%
IHS MARKIT LTD 0.0%
Value $428K Shares 3,220 Share Price $132.92 Est. Cost/Share $105.50 Unrealized @ Report Date
KMB KIMBERLY-CLARK CORP 0.0%
Value $423K Shares 2,958 Share Price $143.00 * Est. Cost/Share $90.58 Unrealized @ Report Date +27.2%
XLF SELECT SECTOR SPDR TR 0.0%
Value $421K Shares 10,789 Share Price $39.02 Est. Cost/Share $34.16 Unrealized @ Report Date
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $414K Shares 244 Share Price $1696.72 * Est. Cost/Share $1505.26 Unrealized @ Report Date +0.4%
TRV TRAVELERS COMPANIES INC 0.0%
Value $401K Shares 2,564 Share Price $156.40 * Est. Cost/Share $102.46 Unrealized @ Report Date +40.4%
EA ELECTRONIC ARTS INC 0.0%
Value $400K Shares 3,036 Share Price $131.75 Est. Cost/Share $132.59 Unrealized @ Report Date -0.8%
WELL WELLTOWER INC 0.0%
Value $398K Shares 4,643 Share Price $85.72 * Est. Cost/Share $56.73 Unrealized @ Report Date +32.3%
ROST ROSS STORES INC 0.0%
Value $387K Shares 3,385 Share Price $114.33 * Est. Cost/Share $113.75 Unrealized @ Report Date -6.3%
AOS SMITH A O CORP 0.0%
Value $375K Shares 4,363 Share Price $85.95 * Est. Cost/Share $47.03 Unrealized @ Report Date +50.5%
CRANE CO 0.0%
Value $373K Shares 3,671 Share Price $101.61 Est. Cost/Share $78.03 Unrealized @ Report Date
GILD GILEAD SCIENCES INC 0.0%
Value $372K Shares 5,122 Share Price $72.63 * Est. Cost/Share $54.66 Unrealized @ Report Date +7.6%
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $372K Shares 4,577 Share Price $81.28 Est. Cost/Share $82.88 Unrealized @ Report Date
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value $370K Shares 7,965 Share Price $46.45 Est. Cost/Share $65.67 Unrealized @ Report Date
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value $362K Shares 6,800 Share Price $53.24 Est. Cost/Share $48.82 Unrealized @ Report Date
TFX TELEFLEX INCORPORATED 0.0%
Value $357K Shares 1,086 Share Price $328.73 Est. Cost/Share $322.17 Unrealized @ Report Date +2.6%
MBB ISHARES TR 0.0%
Value $356K Shares 3,316 Share Price $107.36 Est. Cost/Share $108.12 Unrealized @ Report Date
SPYV SPDR SER TR 0.0%
Value $349K Shares 8,300 Share Price $42.05 Est. Cost/Share $42.05 Unrealized @ Report Date
ACTIVISION BLIZZARD INC 0.0%
Value $348K Shares 5,237 Share Price $66.45 Est. Cost/Share $91.25 Unrealized @ Report Date
KMI KINDER MORGAN INC DEL 0.0%
Value $344K Shares 21,685 Share Price $15.86 * Est. Cost/Share $13.65 Unrealized @ Report Date -3.3%
IYW ISHARES TR 0.0%
Value $333K Shares 2,900 Share Price $114.83 Est. Cost/Share $99.31 Unrealized @ Report Date
IJH ISHARES TR 0.0%
Value $319K Shares 1,126 Share Price $283.30 Est. Cost/Share $243.85 Unrealized @ Report Date
FITB FIFTH THIRD BANCORP 0.0%
Value $310K Shares 7,127 Share Price $43.50 * Est. Cost/Share $30.20 Unrealized @ Report Date +22.9%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $300K Shares 610 Share Price $491.80 * Est. Cost/Share $291.95 Unrealized @ Report Date +58.9%
RSPG INVESCO EXCHANGE TRADED FD T 0.0%
Value $297K Shares 6,210 Share Price $47.83 Est. Cost/Share $47.83 Unrealized @ Report Date
AGZ ISHARES TR 0.0%
Value $294K Shares 2,505 Share Price $117.37 Est. Cost/Share $115.77 Unrealized @ Report Date
XLC SELECT SECTOR SPDR TR 0.0%
Value $293K Shares 3,768 Share Price $77.76 Est. Cost/Share $73.27 Unrealized @ Report Date
SHW SHERWIN WILLIAMS CO 0.0%
Value $291K Shares 825 Share Price $352.73 * Est. Cost/Share $223.57 Unrealized @ Report Date +39.2%
ONB OLD NATL BANCORP IND 0.0%
Value $286K Shares 15,808 Share Price $18.09 Est. Cost/Share $15.14 Unrealized @ Report Date +17.5%
IJT ISHARES TR 0.0%
Value $282K Shares 2,030 Share Price $138.92 Est. Cost/Share $139.56 Unrealized @ Report Date
TJX TJX COS INC NEW 0.0%
Value $280K Shares 3,687 Share Price $75.94 * Est. Cost/Share $42.19 Unrealized @ Report Date +54.7%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $280K Shares 680 Share Price $411.76 * Est. Cost/Share $473.95 Unrealized @ Report Date -21.1%
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value $278K Shares 2,775 Share Price $100.18 * Est. Cost/Share $78.11 Unrealized @ Report Date +24.5%
FDX FEDEX CORP 0.0%
Value $268K Shares 1,038 Share Price $258.19 * Est. Cost/Share $185.84 Unrealized @ Report Date +18.3%
VB VANGUARD INDEX FDS 0.0%
Value $265K Shares 1,173 Share Price $225.92 Est. Cost/Share $142.04 Unrealized @ Report Date
VTV VANGUARD INDEX FDS 0.0%
Value $253K Shares 1,722 Share Price $146.92 Est. Cost/Share $138.06 Unrealized @ Report Date
LOW LOWES COS INC 0.0%
Value $251K Shares 970 Share Price $258.76 * Est. Cost/Share $219.81 Unrealized @ Report Date 0.0%
ADI ANALOG DEVICES INC 0.0%
Value $239K Shares 1,357 Share Price $176.12 * Est. Cost/Share $155.29 Unrealized @ Report Date +6.0%
QLTA ISHARES TR 0.0%
Value $236K Shares 4,209 Share Price $56.07 Est. Cost/Share $56.07 Unrealized @ Report Date
HUM HUMANA INC 0.0%
Value $231K Shares 497 Share Price $464.79 * Est. Cost/Share $424.84 Unrealized @ Report Date 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $229K Shares 131 Share Price $1748.09 * Est. Cost/Share $28.53 Unrealized @ Report Date +23.4%
XEL XCEL ENERGY INC 0.0%
Value $226K Shares 3,339 Share Price $67.68 * Est. Cost/Share $55.48 Unrealized @ Report Date +2.5%
IVLU ISHARES TR 0.0%
Value $225K Shares 8,825 Share Price $25.50 Est. Cost/Share $25.84 Unrealized @ Report Date
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value $220K Shares 1,164 Share Price $189.00 * Est. Cost/Share $113.00 Unrealized @ Report Date +42.0%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value $215K Shares 2,010 Share Price $106.97 * Est. Cost/Share $87.76 Unrealized @ Report Date +19.2%
TM TOYOTA MOTOR CORP 0.0%
Value $214K Shares 1,153 Share Price $185.60 Est. Cost/Share $175.20 Unrealized @ Report Date
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $210K Shares 1,655 Share Price $126.89 Est. Cost/Share $125.74 Unrealized @ Report Date +0.4%
YUM YUM BRANDS INC 0.0%
Value $204K Shares 1,469 Share Price $138.87 * Est. Cost/Share $118.20 Unrealized @ Report Date 0.0%
NSC NORFOLK SOUTHN CORP 0.0%
Value $203K Shares 682 Share Price $297.65 * Est. Cost/Share $255.22 Unrealized @ Report Date 0.0%
DNP SELECT INCOME FD INC 0.0%
Value $191K Shares 17,561 Share Price $10.88 Est. Cost/Share $12.56 Unrealized @ Report Date
SAN BANCO SANTANDER S.A. 0.0%
Value $72,000 Shares 21,796 Share Price $3.30 Est. Cost/Share $2.34 Unrealized @ Report Date
LEAP THERAPEUTICS INC 0.0%
Value $40,000 Shares 12,200 Share Price $3.28 Est. Cost/Share $4.02 Unrealized @ Report Date