Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: May 14, 2014

Total Value ($000): $227,541 (100.0% shares, 0.0% debt)

Holdings (264)

IVZ Invesco Ltd 3.7%
Value ($000) $8,515 Shares 230,148 Est. Cost $18.94 Unrealized +10.2%
DEO Diageo PLC-SP ADR 3.5%
Value ($000) $8,060 Shares 64,692 Est. Cost $115.45 Unrealized
Amazon Com Inc. 3.4%
Value ($000) $7,842 Shares 23,315 Est. Cost $313.37 Unrealized
QCOM Qualcomm Inc 3.4%
Value ($000) $7,637 Shares 96,841 Est. Cost $45.35 Unrealized +19.1%
UPS United Parcel Service 3.3%
Value ($000) $7,544 Shares 77,472 Est. Cost $60.05 Unrealized +6.9%
AKAM Akamai Technologies 3.0%
Value ($000) $6,868 Shares 117,982 Est. Cost $42.40 Unrealized +30.2%
ORCL Oracle Corp. 3.0%
Value ($000) $6,822 Shares 166,762 Est. Cost $27.71 Unrealized +15.4%
CVX Chevron Corp. 2.9%
Value ($000) $6,690 Shares 56,261 Est. Cost $71.30 Unrealized -1.3%
PAYX Paychex Inc. 2.9%
Value ($000) $6,561 Shares 154,003 Est. Cost $25.15 Unrealized +17.2%
COST Costco Wholesale Corp 2.9%
Value ($000) $6,501 Shares 58,213 Est. Cost $86.75 Unrealized +5.2%
DIS Disney (Walt & Co.) 2.7%
Value ($000) $6,238 Shares 77,913 Est. Cost $56.65 Unrealized +23.0%
SLB Schlumberger Ltd 2.6%
Value ($000) $5,860 Shares 60,100 Est. Cost $53.52 Unrealized +22.3%
INGR Ingredion Inc. 2.5%
Value ($000) $5,708 Shares 83,836 Est. Cost $69.96 Unrealized -6.2%
Praxair Inc 2.5%
Value ($000) $5,646 Shares 43,111 Est. Cost $115.62 Unrealized
XLU Utilities Sector SPDR 2.4%
Value ($000) $5,559 Shares 134,086 Est. Cost $37.69 Unrealized
Varian Medical Systems Inc. 2.3%
Value ($000) $5,166 Shares 61,507 Est. Cost $67.96 Unrealized
NVS Novartis A G Spon ADR 2.2%
Value ($000) $5,068 Shares 59,611 Est. Cost $71.18 Unrealized
TJX TJX Companies Inc. 2.2%
Value ($000) $5,016 Shares 82,711 Est. Cost $21.06 Unrealized +22.3%
Royal Dutch Shell PLC 2.2%
Value ($000) $4,974 Shares 63,679 Est. Cost $66.73 Unrealized
USB US Bancorp 2.2%
Value ($000) $4,916 Shares 114,700 Est. Cost $22.59 Unrealized +21.0%
FAST Fastenal Co 2.0%
Value ($000) $4,612 Shares 93,540 Est. Cost $8.83 Unrealized -3.0%
TROW T. Rowe Price Group Inc 2.0%
Value ($000) $4,573 Shares 55,527 Est. Cost $47.93 Unrealized +9.7%
CSCO Cisco Systems Inc. 2.0%
Value ($000) $4,523 Shares 201,799 Est. Cost $15.27 Unrealized +0.2%
VZ Verizon Communications 2.0%
Value ($000) $4,495 Shares 94,496 Est. Cost $27.02 Unrealized -4.2%
TRV Travelers Companies Inc. 1.9%
Value ($000) $4,405 Shares 51,758 Est. Cost $63.47 Unrealized +1.8%
FFIV F5 Networks 1.9%
Value ($000) $4,345 Shares 40,750 Est. Cost $78.17 Unrealized +35.3%
NUE Nucor Corporation 1.9%
Value ($000) $4,342 Shares 85,914 Est. Cost $32.65 Unrealized +14.9%
Sun Hydraulics Corp 1.9%
Value ($000) $4,265 Shares 98,474 Est. Cost $31.58 Unrealized
HXL Hexcel Corp 1.7%
Value ($000) $3,831 Shares 87,977 Est. Cost $32.76 Unrealized +33.2%
LNN Lindsay Corporation 1.6%
Value ($000) $3,624 Shares 41,100 Est. Cost $67.90 Unrealized +7.5%
DKS Dick's Sporting Goods, Inc 1.5%
Value ($000) $3,414 Shares 62,507 Est. Cost $37.09 Unrealized +8.6%
JPM J.P.Morgan Chase & Co 1.5%
Value ($000) $3,410 Shares 56,165 Est. Cost $39.73 Unrealized +5.9%
BRO Brown & Brown Inc 1.4%
Value ($000) $3,285 Shares 106,805 Est. Cost $13.97 Unrealized -2.1%
GILD Gilead Sciences 1.4%
Value ($000) $3,284 Shares 46,340 Est. Cost $37.05 Unrealized +47.0%
IBM Int'l Business Machines 1.3%
Value ($000) $2,873 Shares 14,925 Est. Cost $118.49 Unrealized -7.8%
Hess Corporation 1.2%
Value ($000) $2,716 Shares 32,770 Est. Cost $67.52 Unrealized
AT&T Corp 1.2%
Value ($000) $2,678 Shares 76,376 Est. Cost $34.44 Unrealized
Cavium Networks, Inc. 1.1%
Value ($000) $2,492 Shares 56,996 Est. Cost $35.96 Unrealized
XLK Technology Sector SPDR 1.1%
Value ($000) $2,399 Shares 65,988 Est. Cost $30.62 Unrealized
Bio-Reference Labs 0.8%
Value ($000) $1,892 Shares 68,340 Est. Cost $27.26 Unrealized
Rackspace Hosting 0.8%
Value ($000) $1,837 Shares 55,966 Est. Cost $38.33 Unrealized
Apple Computer 0.6%
Value ($000) $1,359 Shares 2,532 Est. Cost $476.68 Unrealized
American Express 0.6%
Value ($000) $1,345 Shares 14,940 Est. Cost $75.54 Unrealized
Google Inc. - Cl A 0.6%
Value ($000) $1,298 Shares 1,165 Est. Cost $880.07 Unrealized
XLV Healthcare SPDR 0.6%
Value ($000) $1,265 Shares 21,620 Est. Cost $48.83 Unrealized
XOM Exxon Mobil Corp 0.6%
Value ($000) $1,252 Shares 12,820 Est. Cost $53.70 Unrealized +8.2%
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,193 Shares 22,800 Est. Cost $42.63 Unrealized
XLE Energy Select SPDR 0.5%
Value ($000) $1,169 Shares 13,126 Est. Cost $78.39 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,148 Shares 26,655 Est. Cost $39.66 Unrealized
GOLD Trust ETF 0.4%
Value ($000) $967 Shares 7,823 Est. Cost $119.07 Unrealized
MCD McDonald's Corp 0.4%
Value ($000) $964 Shares 9,830 Est. Cost $71.78 Unrealized -2.1%
XLF Financial Select Sector 0.4%
Value ($000) $959 Shares 42,911 Est. Cost $19.66 Unrealized
KO Coca-Cola 0.4%
Value ($000) $953 Shares 24,660 Est. Cost $27.85 Unrealized -4.7%
XLY Consumer Disc SPDR 0.4%
Value ($000) $858 Shares 13,253 Est. Cost $56.78 Unrealized
XLB Materials Select Sector SPD 0.3%
Value ($000) $647 Shares 13,681 Est. Cost $38.40 Unrealized
CVS CVS Corporation 0.2%
Value ($000) $554 Shares 7,400 Est. Cost $41.44 Unrealized +23.3%
CSX CSX Corporation 0.2%
Value ($000) $542 Shares 18,700 Est. Cost $6.86 Unrealized +11.8%
NSC Norfolk Southern Corporatio 0.2%
Value ($000) $433 Shares 4,455 Est. Cost $56.99 Unrealized +25.3%
National Oilwell Varco INC 0.2%
Value ($000) $432 Shares 5,550 Est. Cost $68.93 Unrealized
General Electric 0.2%
Value ($000) $375 Shares 14,500 Est. Cost $23.57 Unrealized
Automatic Data Processing 0.1%
Value ($000) $341 Shares 4,417 Est. Cost $72.33 Unrealized
QLYS Qualys Inc. 0.1%
Value ($000) $302 Shares 11,883 Est. Cost $12.98 Unrealized +107.8%
LOW Lowes Companies Inc. 0.1%
Value ($000) $293 Shares 6,000 Est. Cost $32.16 Unrealized +21.3%
Medtronic Inc. 0.1%
Value ($000) $271 Shares 4,400 Est. Cost $51.43 Unrealized
DHR Danaher Corp Del 0.1%
Value ($000) $256 Shares 3,420 Est. Cost $25.01 Unrealized +23.1%
Express Scripts Inc 0.1%
Value ($000) $255 Shares 3,400 Est. Cost $61.76 Unrealized
Walgreen Co 0.1%
Value ($000) $220 Shares 3,325 Est. Cost $44.15 Unrealized
HP Helmerich and Payne 0.1%
Value ($000) $215 Shares 2,000 Est. Cost $61.57 Unrealized +51.0%
PG Procter & Gamble Co. 0.1%
Value ($000) $198 Shares 2,452 Est. Cost $55.08 Unrealized +2.6%
PowerShares Pfd Portfolio 0.1%
Value ($000) $193 Shares 13,500 Est. Cost $14.30 Unrealized
Hewlett Packard 0.1%
Value ($000) $187 Shares 5,780 Est. Cost $24.85 Unrealized
HON Honeywell International 0.1%
Value ($000) $186 Shares 2,000 Est. Cost $53.13 Unrealized +21.8%
ABBV AbbVie Inc. 0.1%
Value ($000) $179 Shares 3,480 Est. Cost $26.85 Unrealized +17.3%
PEP Pepsico Inc. 0.1%
Value ($000) $178 Shares 2,127 Est. Cost $56.46 Unrealized +0.7%
Whole Foods Market 0.1%
Value ($000) $168 Shares 3,309 Est. Cost $52.00 Unrealized
Merck & Co 0.1%
Value ($000) $150 Shares 2,640 Est. Cost $47.27 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $150 Shares 2,275 Est. Cost $44.37 Unrealized +44.5%
Boeing Co. 0.1%
Value ($000) $134 Shares 1,070 Est. Cost $117.77 Unrealized
Waste Management 0.1%
Value ($000) $127 Shares 3,020 Est. Cost $43.99 Unrealized
Abbott Labs 0.1%
Value ($000) $125 Shares 3,239 Est. Cost $33.09 Unrealized
META Facebook 0.1%
Value ($000) $123 Shares 2,042 Est. Cost $35.86 Unrealized +75.5%
HAL Halliburton Co. 0.1%
Value ($000) $118 Shares 2,000 Est. Cost $33.21 Unrealized +28.8%
EIX Edison Int'l 0.1%
Value ($000) $117 Shares 2,065 Est. Cost $29.91 Unrealized +5.9%
United Technologies Corp 0.1%
Value ($000) $116 Shares 990 Est. Cost $95.50 Unrealized
BHP Billiton Ltd ADR 0.1%
Value ($000) $115 Shares 1,701 Est. Cost $66.43 Unrealized
US Bancorp 0.0%
Value ($000) $110 Shares 4,000 Est. Cost $27.50 Unrealized
Duke Energy Corp 0.0%
Value ($000) $107 Shares 1,499 Est. Cost $67.38 Unrealized
Wells Fargo Pfd 0.0%
Value ($000) $106 Shares 5,000 Est. Cost $23.40 Unrealized
STT State Street Corp 0.0%
Value ($000) $105 Shares 1,515 Est. Cost $44.66 Unrealized +12.3%
Anixter International Inc. 0.0%
Value ($000) $102 Shares 1,000 Est. Cost $88.00 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $101 Shares 3,140 Est. Cost $17.56 Unrealized +3.6%
INTC Intel Corp. 0.0%
Value ($000) $94 Shares 3,650 Est. Cost $17.18 Unrealized +8.7%
MSFT Microsoft Corp 0.0%
Value ($000) $91 Shares 2,209 Est. Cost $28.37 Unrealized +10.2%
IRBTQ iRobot Corp 0.0%
Value ($000) $90 Shares 2,200 Est. Cost $31.24 Unrealized +28.2%
Visa Inc Com CL A 0.0%
Value ($000) $89 Shares 414 Est. Cost $188.26 Unrealized
Chubb Corp 0.0%
Value ($000) $87 Shares 975 Est. Cost $88.60 Unrealized
JNJ Johnson & Johnson 0.0%
Value ($000) $87 Shares 885 Est. Cost $60.52 Unrealized +10.1%
Celgene Corp. 0.0%
Value ($000) $87 Shares 624 Est. Cost $116.99 Unrealized
Dow Chemical 0.0%
Value ($000) $78 Shares 1,610 Est. Cost $32.55 Unrealized
BP PLC-Spons ADR 0.0%
Value ($000) $74 Shares 1,546 Est. Cost $42.20 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $73 Shares 1,400 Est. Cost $48.73 Unrealized +9.2%
SRE Sempra Energy 0.0%
Value ($000) $70 Shares 721 Est. Cost $27.60 Unrealized +16.7%
ING Group NV 7.20% PFD 0.0%
Value ($000) $69 Shares 2,645 Est. Cost $24.95 Unrealized
Altria Group Inc. 0.0%
Value ($000) $67 Shares 1,800 Est. Cost $35.00 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $67 Shares 880 Est. Cost $19.97 Unrealized -0.4%
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $67 Shares 321 Est. Cost $11.21 Unrealized +19.5%
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $67 Shares 1,810 Est. Cost $30.36 Unrealized
PM Philip Morris International 0.0%
Value ($000) $65 Shares 795 Est. Cost $49.85 Unrealized -10.2%
Tocqueville Gold Fund 0.0%
Value ($000) $65 Shares 1,710 Est. Cost $35.09 Unrealized
Transocean Sedco Forex 0.0%
Value ($000) $55 Shares 1,331 Est. Cost $41.32 Unrealized
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $54 Shares 3,000 Est. Cost $8.72 Unrealized +120.9%
Spectra Energy Corp 0.0%
Value ($000) $54 Shares 1,472 Est. Cost $34.54 Unrealized
Rowan Companies Inc 0.0%
Value ($000) $54 Shares 1,600 Est. Cost $33.75 Unrealized
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $53 Shares 210 Est. Cost $205.60 Unrealized 0.0%
Accenture LTD 0.0%
Value ($000) $53 Shares 664 Est. Cost $72.29 Unrealized
MMM 3M Company 0.0%
Value ($000) $52 Shares 380 Est. Cost $64.42 Unrealized +18.4%
Allergan, Inc 0.0%
Value ($000) $48 Shares 388 Est. Cost $90.21 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $46 Shares 425 Est. Cost $73.48 Unrealized +25.1%
Ingersoll-Rand Co. 0.0%
Value ($000) $46 Shares 800 Est. Cost $55.00 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $45 Shares 950 Est. Cost $35.79 Unrealized
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $43 Shares 621 Est. Cost $26.18 Unrealized +7.7%
Alliance Data Systems Corp 0.0%
Value ($000) $41 Shares 150 Est. Cost $213.33 Unrealized
PAA Plains All American Pipelin 0.0%
Value ($000) $40 Shares 723 Est. Cost $53.25 Unrealized
UNP Union Pacific 0.0%
Value ($000) $38 Shares 201 Est. Cost $57.06 Unrealized +19.6%
SBUX Starbucks Corporation 0.0%
Value ($000) $38 Shares 520 Est. Cost $27.40 Unrealized +6.9%
Noble Corporation 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $31.67 Unrealized
Kinder Morgan Energy Partne 0.0%
Value ($000) $37 Shares 500 Est. Cost $86.00 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $34 Shares 750 Est. Cost $23.49 Unrealized +27.3%
CL Colgate Palmolive 0.0%
Value ($000) $32 Shares 500 Est. Cost $44.38 Unrealized +7.9%
Bayer AG-Sponsored ADR 0.0%
Value ($000) $32 Shares 235 Est. Cost $131.01 Unrealized
CMCSA Comcast Cl-A 0.0%
Value ($000) $31 Shares 611 Est. Cost $19.71 Unrealized +1.2%
NKE Nike Inc. 0.0%
Value ($000) $29 Shares 398 Est. Cost $28.34 Unrealized +14.9%
EMC Corp Mass 0.0%
Value ($000) $29 Shares 1,055 Est. Cost $23.70 Unrealized
Royal Dutch Shell PLC A Shr 0.0%
Value ($000) $29 Shares 400 Est. Cost $72.50 Unrealized
Monsanto 0.0%
Value ($000) $28 Shares 250 Est. Cost $102.40 Unrealized
PetSmart, Inc 0.0%
Value ($000) $28 Shares 406 Est. Cost $66.50 Unrealized
MIDD Middleby Corporation 0.0%
Value ($000) $28 Shares 106 Est. Cost $77.15 Unrealized +13.1%
Becton Dickinson Company 0.0%
Value ($000) $28 Shares 240 Est. Cost $100.00 Unrealized
Suncor Energy Inc. 0.0%
Value ($000) $28 Shares 800 Est. Cost $30.00 Unrealized
TGT Target Corp 0.0%
Value ($000) $28 Shares 456 Est. Cost $47.22 Unrealized -11.8%
Bank of America Corp 0.0%
Value ($000) $28 Shares 1,599 Est. Cost $17.51 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $27 Shares 463 Est. Cost $43.03 Unrealized +3.5%
Discover Financial SVCS 0.0%
Value ($000) $27 Shares 460 Est. Cost $47.83 Unrealized
AutoZone, Inc. 0.0%
Value ($000) $27 Shares 50 Est. Cost $420.00 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $27 Shares 500 Est. Cost $48.72 Unrealized +10.2%
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
PCG PG&E Corp. 0.0%
Value ($000) $26 Shares 595 Est. Cost $38.88 Unrealized -5.1%
LinkedIn Corporation 0.0%
Value ($000) $26 Shares 141 Est. Cost $196.27 Unrealized
EOG E O G Resources Inc 0.0%
Value ($000) $24 Shares 124 Est. Cost $55.67 Unrealized +16.4%
Amgen 0.0%
Value ($000) $23 Shares 190 Est. Cost $114.13 Unrealized
Fidelity Select Natural Res 0.0%
Value ($000) $23 Shares 582 Est. Cost $32.65 Unrealized
GS Goldman Sachs Group 0.0%
Value ($000) $23 Shares 140 Est. Cost $133.70 Unrealized 0.0%
COP Conocophillips 0.0%
Value ($000) $23 Shares 325 Est. Cost $42.31 Unrealized +7.3%
EBAY eBay Inc. 0.0%
Value ($000) $23 Shares 413 Est. Cost $20.32 Unrealized +1.7%
WMK Weis Markets, Inc. 0.0%
Value ($000) $22 Shares 450 Est. Cost $31.18 Unrealized +20.4%
Cerner Corp 0.0%
Value ($000) $22 Shares 400 Est. Cost $95.00 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $22 Shares 275 Est. Cost $49.85 Unrealized +22.9%
KLAC KLA-Tencor 0.0%
Value ($000) $21 Shares 300 Est. Cost $41.11 Unrealized 0.0%
duPont (E.I.) deNemours 0.0%
Value ($000) $21 Shares 310 Est. Cost $56.19 Unrealized
Powershares DB Oil Fund 0.0%
Value ($000) $21 Shares 797 Est. Cost $26.35 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $21 Shares 216 Est. Cost $61.55 Unrealized +13.2%
Affiliated Managers Group 0.0%
Value ($000) $20 Shares 100 Est. Cost $180.00 Unrealized
Intercontinental Exchange I 0.0%
Value ($000) $20 Shares 100 Est. Cost $180.00 Unrealized
Wellpoint Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $100.00 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $19 Shares 280 Est. Cost $40.02 Unrealized +19.4%
DE Deere & Co. 0.0%
Value ($000) $18 Shares 200 Est. Cost $68.04 Unrealized +3.0%
SA Seabridge Gold Inc. 0.0%
Value ($000) $18 Shares 2,500 Est. Cost $11.28 Unrealized -24.9%
OXY Occidental Petroleum 0.0%
Value ($000) $18 Shares 192 Est. Cost $60.25 Unrealized +3.7%
WFC Wells Fargo 0.0%
Value ($000) $18 Shares 363 Est. Cost $31.86 Unrealized +4.9%
Air Products & Chemicals In 0.0%
Value ($000) $18 Shares 150 Est. Cost $106.67 Unrealized
Precision Castparts 0.0%
Value ($000) $18 Shares 70 Est. Cost $227.27 Unrealized
Enerplus Corp. 0.0%
Value ($000) $16 Shares 800 Est. Cost $15.00 Unrealized
DCI Donaldson Co. Inc 0.0%
Value ($000) $16 Shares 388 Est. Cost $29.49 Unrealized +17.1%
WAT Waters Corp 0.0%
Value ($000) $16 Shares 147 Est. Cost $95.76 Unrealized +13.2%
Anadarko Petroleum 0.0%
Value ($000) $16 Shares 186 Est. Cost $91.40 Unrealized
FirstMerit Coporation 0.0%
Value ($000) $16 Shares 762 Est. Cost $19.69 Unrealized
F Ford Motor Co 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $7.61 Unrealized +10.1%
COF Capital One 0.0%
Value ($000) $15 Shares 200 Est. Cost $47.00 Unrealized +26.2%
RSG Republic Services 0.0%
Value ($000) $14 Shares 400 Est. Cost $26.37 Unrealized +0.5%
Allegion PLC 0.0%
Value ($000) $14 Shares 266 Est. Cost $52.63 Unrealized
EQT Midstream Partners LP 0.0%
Value ($000) $14 Shares 200 Est. Cost $60.00 Unrealized
Ruckus Wireless Inc 0.0%
Value ($000) $14 Shares 1,116 Est. Cost $12.54 Unrealized
CTSH Cognizant Technology Soluti 0.0%
Value ($000) $13 Shares 262 Est. Cost $43.26 Unrealized +2.4%
TMO Thermo Fisher Scientific 0.0%
Value ($000) $13 Shares 110 Est. Cost $79.76 Unrealized +43.5%
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $13 Shares 260 Est. Cost $35.93 Unrealized 0.0%
MKL Markel Corp. 0.0%
Value ($000) $13 Shares 21 Est. Cost $555.48 Unrealized +2.5%
Amyris 0.0%
Value ($000) $12 Shares 3,113 Est. Cost $2.89 Unrealized
Apache Corp. 0.0%
Value ($000) $12 Shares 147 Est. Cost $84.75 Unrealized
Citigroup 0.0%
Value ($000) $12 Shares 260 Est. Cost $46.15 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $12 Shares 253 Est. Cost $25.31 Unrealized +26.2%
The Blackstone Group LP 0.0%
Value ($000) $12 Shares 350 Est. Cost $20.00 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $11 Shares 200 Est. Cost $49.51 Unrealized +8.3%
DVN Devon Energy Corp New 0.0%
Value ($000) $11 Shares 160 Est. Cost $37.00 Unrealized +12.7%
Eagle Rock Energy Partners 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $8.00 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $11 Shares 125 Est. Cost $56.79 Unrealized 0.0%
VMware Inc. 0.0%
Value ($000) $11 Shares 100 Est. Cost $70.00 Unrealized
Analog Devices 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
Twenty-First Century Fox-A 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
American Electric Power 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Baxter Intl 0.0%
Value ($000) $10 Shares 133 Est. Cost $67.67 Unrealized
Discovery Communications In 0.0%
Value ($000) $10 Shares 124 Est. Cost $76.61 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
Leapfrog Enterprises Inc. 0.0%
Value ($000) $10 Shares 1,385 Est. Cost $8.22 Unrealized
Peabody Energy Corp 0.0%
Value ($000) $10 Shares 600 Est. Cost $15.00 Unrealized
SJM J.M. Smucker 0.0%
Value ($000) $10 Shares 100 Est. Cost $70.84 Unrealized -3.0%
VFC VF Corporation 0.0%
Value ($000) $10 Shares 160 Est. Cost $52.11 Unrealized +8.1%
Yamana Gold Inc. 0.0%
Value ($000) $10 Shares 1,112 Est. Cost $9.89 Unrealized
HMC Honda Motor Co ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
WU Western Union 0.0%
Value ($000) $9 Shares 550 Est. Cost $16.36 Unrealized
HD Home Depot 0.0%
Value ($000) $9 Shares 120 Est. Cost $60.23 Unrealized 0.0%
Quidel Corporation 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
CNI Canadian National Railway C 0.0%
Value ($000) $8 Shares 150 Est. Cost $41.86 Unrealized +6.5%
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $8 Shares 200 Est. Cost $21.73 Unrealized +4.4%
ED Consolidated Edison Inc 0.0%
Value ($000) $8 Shares 150 Est. Cost $37.50 Unrealized -6.7%
j2 Global Communications In 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.00 Unrealized
MDLZ Mondelez Int'l Inc. 0.0%
Value ($000) $8 Shares 239 Est. Cost $23.16 Unrealized +13.8%
Zillow, Inc. 0.0%
Value ($000) $7 Shares 82 Est. Cost $85.37 Unrealized
PSX Phillips 66 0.0%
Value ($000) $7 Shares 92 Est. Cost $40.44 Unrealized +23.2%
PCAR Paccar Inc. 0.0%
Value ($000) $7 Shares 100 Est. Cost $21.67 Unrealized +22.6%
Sierra Wireless Inc. 0.0%
Value ($000) $7 Shares 305 Est. Cost $22.95 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $7 Shares 536 Est. Cost $9.33 Unrealized
WD Walker & Dunlop Inc. 0.0%
Value ($000) $6 Shares 353 Est. Cost $12.84 Unrealized 0.0%
Leucadia National Corp 0.0%
Value ($000) $6 Shares 215 Est. Cost $27.91 Unrealized
Carnival Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.33 Unrealized
Portfolio Recovery Assoc. I 0.0%
Value ($000) $6 Shares 105 Est. Cost $57.14 Unrealized
ISRG Intuitive Surgical Inc. 0.0%
Value ($000) $6 Shares 14 Est. Cost $55.09 Unrealized -14.5%
IDA Idacorp 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.08 Unrealized +11.4%
Best Buy Co. Inc 0.0%
Value ($000) $6 Shares 246 Est. Cost $40.65 Unrealized
Tri Continental Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $18.18 Unrealized
Genomic Health, Inc. 0.0%
Value ($000) $5 Shares 205 Est. Cost $24.39 Unrealized
Twitter, Inc. 0.0%
Value ($000) $5 Shares 105 Est. Cost $47.62 Unrealized
PRLB Proto Labs, Inc. 0.0%
Value ($000) $5 Shares 70 Est. Cost $77.51 Unrealized -4.0%
Coach Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $54.55 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $5 Shares 56 Est. Cost $47.81 Unrealized +19.1%
Aerohive Networks, Inc. 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
Baidu Inc. 0.0%
Value ($000) $5 Shares 35 Est. Cost $142.86 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $5 Shares 1,426 Est. Cost $3.76 Unrealized
ITRI Itron, Inc. 0.0%
Value ($000) $4 Shares 100 Est. Cost $42.64 Unrealized -11.2%
SodaStream International LT 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
Kraft Foods Group Inc. 0.0%
Value ($000) $4 Shares 79 Est. Cost $50.63 Unrealized
Parker Drilling Co 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.00 Unrealized
Goldcorp Inc. 0.0%
Value ($000) $3 Shares 125 Est. Cost $24.00 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $2 Shares 60 Est. Cost $31.74 Unrealized +10.6%
Waddell & Reed Financial-A 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
Time Warner Inc 0.0%
Value ($000) $2 Shares 38 Est. Cost $52.63 Unrealized
Western Lithium USA Corp 0.0%
Value ($000) $1 Shares 1,000 Est. Cost Unrealized
American Water Works Co., I 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.25 Unrealized 0.0%
Greenland Minerals & Energy 0.0%
Value ($000) $1 Shares 7,000 Est. Cost $0.14 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
Time Warner Cable 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Kinross Gold Corp 0.0%
Value ($000) $1 Shares 222 Est. Cost $4.50 Unrealized
DRD DRD Gold Limited 0.0%
Value ($000) $0 Shares 130 Est. Cost $7.69 Unrealized
Nortel Networks Corp. 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
IPASS INC. 0.0%
Value ($000) $0 Shares 295 Est. Cost $3.39 Unrealized
NPNTQ NorthPoint Communications G 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.00 Unrealized 0.0%
Gevo, Inc. 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized
Durect Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
Rainbow Coral Corporation 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Navistar International Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized