Nelson Capital Management, LLC Diversified Active

CIK: 0001512611 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 6, 2016

Total Value ($000): $265,433 (100.0% shares, 0.0% debt)

Holdings (263)

Amazon Com Inc. 4.1%
Value ($000) $10,989 Shares 18,512 Est. Cost $314.06 Unrealized
MAS Masco Corp 3.7%
Value ($000) $9,890 Shares 314,452 Est. Cost $19.25 Unrealized +23.6%
COST Costco Wholesale Corp 3.4%
Value ($000) $8,895 Shares 56,447 Est. Cost $89.02 Unrealized +43.5%
TJX TJX Companies Inc. 3.3%
Value ($000) $8,763 Shares 111,847 Est. Cost $22.76 Unrealized +38.8%
GILD Gilead Sciences 2.8%
Value ($000) $7,552 Shares 82,217 Est. Cost $49.05 Unrealized +29.4%
XLU Utilities Sector SPDR 2.8%
Value ($000) $7,305 Shares 147,226 Est. Cost $38.57 Unrealized
Alphabet Inc Cl-C 2.7%
Value ($000) $7,271 Shares 9,761 Est. Cost $537.54 Unrealized
AKAM Akamai Technologies 2.7%
Value ($000) $7,173 Shares 129,072 Est. Cost $44.60 Unrealized +13.9%
TROW T. Rowe Price Group Inc 2.7%
Value ($000) $7,064 Shares 96,156 Est. Cost $50.48 Unrealized -3.9%
SLB Schlumberger Ltd 2.6%
Value ($000) $6,841 Shares 92,756 Est. Cost $64.15 Unrealized -17.2%
Travelers Companies Inc. 2.5%
Value ($000) $6,620 Shares 56,718 Est. Cost $112.87 Unrealized
Whole Foods Market 2.5%
Value ($000) $6,581 Shares 211,528 Est. Cost $38.59 Unrealized
CSCO Cisco Systems Inc. 2.4%
Value ($000) $6,501 Shares 228,336 Est. Cost $15.71 Unrealized +20.6%
UNH United Health Care 2.4%
Value ($000) $6,472 Shares 50,210 Est. Cost $93.74 Unrealized +7.6%
IVZ Invesco Ltd 2.3%
Value ($000) $6,183 Shares 200,927 Est. Cost $19.40 Unrealized -5.2%
WhiteWave Foods Co. 2.2%
Value ($000) $5,798 Shares 142,670 Est. Cost $34.34 Unrealized
ROP Roper Technologies Inc 2.2%
Value ($000) $5,726 Shares 31,330 Est. Cost $162.28 Unrealized 0.0%
CRM Salesforce.com 2.1%
Value ($000) $5,672 Shares 76,831 Est. Cost $56.41 Unrealized +20.6%
ILMN Illumina Inc. 2.1%
Value ($000) $5,605 Shares 34,575 Est. Cost $181.52 Unrealized -15.8%
XLV Healthcare SPDR 2.0%
Value ($000) $5,428 Shares 80,080 Est. Cost $67.72 Unrealized
VZ Verizon Communications 2.0%
Value ($000) $5,349 Shares 98,904 Est. Cost $27.08 Unrealized +10.9%
DIS Disney (Walt & Co.) 2.0%
Value ($000) $5,312 Shares 53,490 Est. Cost $61.10 Unrealized +45.6%
Varian Medical Systems Inc. 2.0%
Value ($000) $5,269 Shares 65,842 Est. Cost $69.13 Unrealized
CVX Chevron Corp. 1.9%
Value ($000) $5,148 Shares 53,966 Est. Cost $70.94 Unrealized -19.1%
Praxair Inc 1.9%
Value ($000) $5,109 Shares 44,643 Est. Cost $116.30 Unrealized
FFIV F5 Networks 1.9%
Value ($000) $4,969 Shares 46,940 Est. Cost $83.77 Unrealized +14.4%
USB US Bancorp 1.9%
Value ($000) $4,943 Shares 121,771 Est. Cost $23.33 Unrealized +19.1%
XOM Exxon Mobil Corp 1.8%
Value ($000) $4,846 Shares 57,972 Est. Cost $54.02 Unrealized -3.8%
PAYX Paychex Inc. 1.8%
Value ($000) $4,797 Shares 88,822 Est. Cost $26.05 Unrealized +43.9%
SVB Financial Group 1.8%
Value ($000) $4,691 Shares 45,963 Est. Cost $114.62 Unrealized
NVS Novartis A G Spon ADR 1.8%
Value ($000) $4,654 Shares 64,246 Est. Cost $74.41 Unrealized
Michael Kors Hldgs 1.7%
Value ($000) $4,388 Shares 77,032 Est. Cost $46.31 Unrealized
Time Warner Inc 1.6%
Value ($000) $4,336 Shares 59,763 Est. Cost $75.63 Unrealized
ORCL Oracle Corp. 1.6%
Value ($000) $4,309 Shares 105,332 Est. Cost $28.45 Unrealized +12.3%
JPM J.P.Morgan Chase & Co 1.5%
Value ($000) $3,996 Shares 67,485 Est. Cost $40.57 Unrealized +10.6%
QCOM Qualcomm Inc 1.5%
Value ($000) $3,981 Shares 77,850 Est. Cost $45.50 Unrealized -18.9%
HXL Hexcel Corp 1.5%
Value ($000) $3,976 Shares 90,958 Est. Cost $33.82 Unrealized +24.2%
Cavium Networks, Inc. 1.5%
Value ($000) $3,912 Shares 63,961 Est. Cost $38.87 Unrealized
DEO Diageo PLC-SP ADR 1.4%
Value ($000) $3,816 Shares 35,378 Est. Cost $115.75 Unrealized
FRCB First Republic Bank 1.3%
Value ($000) $3,484 Shares 52,276 Est. Cost $52.03 Unrealized +17.2%
XLK Technology Sector SPDR 1.1%
Value ($000) $2,993 Shares 67,461 Est. Cost $31.28 Unrealized
NY Community Bancorp 1.0%
Value ($000) $2,723 Shares 171,260 Est. Cost $16.89 Unrealized
Apple Computer 1.0%
Value ($000) $2,637 Shares 24,193 Est. Cost $126.34 Unrealized
Celgene Corp. 1.0%
Value ($000) $2,591 Shares 25,888 Est. Cost $88.45 Unrealized
XLF Financial Select Sector 0.6%
Value ($000) $1,616 Shares 71,823 Est. Cost $21.24 Unrealized
XLY Consumer Disc SPDR 0.5%
Value ($000) $1,456 Shares 18,401 Est. Cost $61.46 Unrealized
XLP Consumer Staples SPDR 0.5%
Value ($000) $1,380 Shares 25,999 Est. Cost $40.12 Unrealized
XLI Industrial Sector SPDR 0.5%
Value ($000) $1,224 Shares 22,066 Est. Cost $43.37 Unrealized
XLE Energy Select SPDR 0.4%
Value ($000) $1,040 Shares 16,804 Est. Cost $74.57 Unrealized
GOLD Trust ETF 0.4%
Value ($000) $981 Shares 8,335 Est. Cost $118.99 Unrealized
AT&T Corp 0.3%
Value ($000) $847 Shares 21,620 Est. Cost $34.50 Unrealized
CVS CVS Corporation 0.3%
Value ($000) $750 Shares 7,233 Est. Cost $72.40 Unrealized 0.0%
XLB Materials Select Sector SPDR 0.2%
Value ($000) $474 Shares 10,582 Est. Cost $39.33 Unrealized
LOW Lowes Companies Inc. 0.2%
Value ($000) $454 Shares 6,000 Est. Cost $32.16 Unrealized +83.1%
CSX CSX Corporation 0.2%
Value ($000) $448 Shares 17,395 Est. Cost $7.01 Unrealized 0.0%
Automatic Data Processing 0.1%
Value ($000) $385 Shares 4,287 Est. Cost $75.51 Unrealized
Alphabet Inc Cl-A Vtg 0.1%
Value ($000) $379 Shares 497 Est. Cost $719.60 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $334 Shares 4,015 Est. Cost $57.31 Unrealized +7.4%
MCD McDonald's Corp 0.1%
Value ($000) $332 Shares 2,640 Est. Cost $71.78 Unrealized +30.9%
American Express 0.1%
Value ($000) $295 Shares 4,810 Est. Cost $75.90 Unrealized
QLYS Qualys Inc. 0.1%
Value ($000) $271 Shares 10,703 Est. Cost $12.98 Unrealized +99.7%
MSFT Microsoft Corp 0.1%
Value ($000) $266 Shares 4,818 Est. Cost $35.65 Unrealized +29.3%
General Electric 0.1%
Value ($000) $263 Shares 8,268 Est. Cost $24.46 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $261 Shares 1,722 Est. Cost $117.11 Unrealized -28.2%
PG Procter & Gamble Co. 0.1%
Value ($000) $245 Shares 2,982 Est. Cost $55.82 Unrealized +10.4%
Walgreens Boots Alliance 0.1%
Value ($000) $234 Shares 2,775 Est. Cost $76.27 Unrealized
DHR Danaher Corp Del 0.1%
Value ($000) $228 Shares 2,406 Est. Cost $26.21 Unrealized +39.1%
Express Scripts Inc 0.1%
Value ($000) $227 Shares 3,300 Est. Cost $66.14 Unrealized
ABBV AbbVie Inc. 0.1%
Value ($000) $209 Shares 3,660 Est. Cost $28.74 Unrealized +29.2%
META Facebook 0.1%
Value ($000) $190 Shares 1,663 Est. Cost $39.31 Unrealized +166.5%
KO Coca-Cola 0.1%
Value ($000) $182 Shares 3,930 Est. Cost $27.87 Unrealized +14.3%
Visa Inc Com CL A 0.1%
Value ($000) $152 Shares 1,982 Est. Cost $99.22 Unrealized
Merck & Co 0.1%
Value ($000) $142 Shares 2,677 Est. Cost $48.84 Unrealized
HON Honeywell International 0.1%
Value ($000) $134 Shares 1,200 Est. Cost $53.13 Unrealized +43.7%
JNJ Johnson & Johnson 0.0%
Value ($000) $129 Shares 1,193 Est. Cost $64.78 Unrealized +21.6%
CMCSA Comcast Cl-A 0.0%
Value ($000) $124 Shares 2,026 Est. Cost $22.05 Unrealized +3.2%
MMM 3M Company 0.0%
Value ($000) $122 Shares 732 Est. Cost $74.48 Unrealized +24.6%
NUE Nucor Corporation 0.0%
Value ($000) $121 Shares 2,550 Est. Cost $34.14 Unrealized -5.0%
Abbott Labs 0.0%
Value ($000) $117 Shares 2,788 Est. Cost $33.97 Unrealized
Dow Chemical 0.0%
Value ($000) $112 Shares 2,210 Est. Cost $42.50 Unrealized
Duke Energy Corp 0.0%
Value ($000) $108 Shares 1,333 Est. Cost $67.38 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $102 Shares 1,090 Est. Cost $44.37 Unrealized +95.4%
WFC Wells Fargo 0.0%
Value ($000) $101 Shares 2,080 Est. Cost $38.05 Unrealized -2.5%
HD Home Depot 0.0%
Value ($000) $101 Shares 755 Est. Cost $68.54 Unrealized +43.5%
Boeing Co. 0.0%
Value ($000) $96 Shares 760 Est. Cost $120.89 Unrealized
Aerohive Networks, Inc. 0.0%
Value ($000) $94 Shares 18,785 Est. Cost $5.05 Unrealized
NKE Nike Inc. 0.0%
Value ($000) $93 Shares 1,516 Est. Cost $43.59 Unrealized +22.1%
PEP Pepsico Inc. 0.0%
Value ($000) $93 Shares 904 Est. Cost $61.42 Unrealized +19.3%
United Technologies Corp 0.0%
Value ($000) $91 Shares 909 Est. Cost $99.65 Unrealized
HP Helmerich and Payne 0.0%
Value ($000) $88 Shares 1,500 Est. Cost $61.57 Unrealized -14.1%
GS Goldman Sachs Group 0.0%
Value ($000) $88 Shares 560 Est. Cost $132.93 Unrealized -5.0%
PFE Pfizer Inc 0.0%
Value ($000) $83 Shares 2,810 Est. Cost $18.46 Unrealized +1.2%
Berkshire Hathaway Inc Class 0.0%
Value ($000) $83 Shares 585 Est. Cost $129.91 Unrealized
IRBTQ iRobot Corp 0.0%
Value ($000) $78 Shares 2,200 Est. Cost $31.24 Unrealized +4.2%
Bank of America Corp 0.0%
Value ($000) $75 Shares 5,560 Est. Cost $16.18 Unrealized
National Oilwell Varco INC 0.0%
Value ($000) $75 Shares 2,400 Est. Cost $67.39 Unrealized
EIX Edison Int'l 0.0%
Value ($000) $75 Shares 1,050 Est. Cost $40.73 Unrealized +6.9%
WMT Wal Mart Stores 0.0%
Value ($000) $73 Shares 1,063 Est. Cost $18.44 Unrealized -0.7%
INTC Intel Corp. 0.0%
Value ($000) $72 Shares 2,217 Est. Cost $18.39 Unrealized +32.6%
ING Group NV 7.20% PFD 0.0%
Value ($000) $69 Shares 2,645 Est. Cost $24.95 Unrealized
SCHW Schwab (Charles) Corp 0.0%
Value ($000) $68 Shares 2,420 Est. Cost $25.97 Unrealized -10.3%
BMY Bristol Myers Squibb 0.0%
Value ($000) $66 Shares 1,040 Est. Cost $46.01 Unrealized -2.6%
Altria Group Inc. 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $39.53 Unrealized
UPS United Parcel Service 0.0%
Value ($000) $62 Shares 590 Est. Cost $61.01 Unrealized +11.0%
Twenty-First Century Fox-A 0.0%
Value ($000) $59 Shares 2,125 Est. Cost $27.29 Unrealized
PM Philip Morris International I 0.0%
Value ($000) $59 Shares 600 Est. Cost $49.33 Unrealized +13.3%
COF Capital One 0.0%
Value ($000) $55 Shares 800 Est. Cost $59.60 Unrealized -7.1%
SEE Sealed Air Corp 0.0%
Value ($000) $51 Shares 1,060 Est. Cost $28.71 Unrealized +28.7%
PCG PG&E Corp. 0.0%
Value ($000) $49 Shares 820 Est. Cost $39.15 Unrealized +33.3%
Amgen 0.0%
Value ($000) $48 Shares 320 Est. Cost $152.11 Unrealized
Target Corp 0.0%
Value ($000) $47 Shares 567 Est. Cost $74.89 Unrealized
duPont (E.I.) deNemours 0.0%
Value ($000) $47 Shares 745 Est. Cost $62.55 Unrealized
Citigroup 0.0%
Value ($000) $43 Shares 1,040 Est. Cost $48.24 Unrealized
TXRH Texas Roadhouse Inc. 0.0%
Value ($000) $41 Shares 935 Est. Cost $29.89 Unrealized +10.3%
Time Warner Cable 0.0%
Value ($000) $41 Shares 201 Est. Cost $184.08 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $40 Shares 2,280 Est. Cost $6.50 Unrealized -2.0%
Allergan, Inc 0.0%
Value ($000) $38 Shares 142 Est. Cost $267.61 Unrealized
RHHBY Roche Holdings Ltd-Spons ADR 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $34.17 Unrealized
Raytheon Company 0.0%
Value ($000) $37 Shares 305 Est. Cost $100.15 Unrealized
COP Conocophillips 0.0%
Value ($000) $36 Shares 903 Est. Cost $51.44 Unrealized -45.4%
HAL Halliburton Co. 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $33.21 Unrealized -18.8%
SNY Sanofi-Aventis 0.0%
Value ($000) $35 Shares 700 Est. Cost $50.00 Unrealized
STT State Street Corp 0.0%
Value ($000) $35 Shares 594 Est. Cost $45.09 Unrealized -5.4%
CDK Global Inc. 0.0%
Value ($000) $34 Shares 733 Est. Cost $47.75 Unrealized
SWX Southwest Gas Corp 0.0%
Value ($000) $33 Shares 500 Est. Cost $48.72 Unrealized +23.7%
FedEx Corp. 0.0%
Value ($000) $33 Shares 200 Est. Cost $150.00 Unrealized
DLTR Dollar Tree, Inc 0.0%
Value ($000) $33 Shares 400 Est. Cost $48.73 Unrealized +61.8%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $33 Shares 235 Est. Cost $127.66 Unrealized
VTIAX Vanguard Total Int'l Stock In 0.0%
Value ($000) $31 Shares 1,273 Est. Cost $25.92 Unrealized
ITT Industries Inc 0.0%
Value ($000) $31 Shares 845 Est. Cost $48.52 Unrealized
TMO Thermo Fisher Scientific 0.0%
Value ($000) $31 Shares 221 Est. Cost $130.26 Unrealized 0.0%
PYPL Paypal Holdings Inc 0.0%
Value ($000) $31 Shares 800 Est. Cost $35.62 Unrealized +1.2%
PFG Principal Financial Group 0.0%
Value ($000) $30 Shares 750 Est. Cost $23.49 Unrealized +13.2%
MRSH Marsh & McLennan Companies 0.0%
Value ($000) $30 Shares 500 Est. Cost $40.50 Unrealized +17.0%
KMB Kimberly Clark 0.0%
Value ($000) $29 Shares 215 Est. Cost $71.27 Unrealized +30.2%
Bank of New York Co Inc. 0.0%
Value ($000) $29 Shares 800 Est. Cost $41.25 Unrealized
IYC iShares U.S. Consumer Service 0.0%
Value ($000) $28 Shares 190 Est. Cost $121.05 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $28 Shares 275 Est. Cost $63.21 Unrealized +15.9%
UNP Union Pacific 0.0%
Value ($000) $28 Shares 348 Est. Cost $61.97 Unrealized 0.0%
IYK iShare US Consumer Goods ETF 0.0%
Value ($000) $27 Shares 240 Est. Cost $100.00 Unrealized
R Ryder System Inc 0.0%
Value ($000) $27 Shares 410 Est. Cost $83.73 Unrealized -32.1%
SA Seabridge Gold Inc. 0.0%
Value ($000) $27 Shares 2,500 Est. Cost $11.28 Unrealized -22.6%
Symantec Corp 0.0%
Value ($000) $27 Shares 1,456 Est. Cost $21.29 Unrealized
OXY Occidental Petroleum 0.0%
Value ($000) $27 Shares 400 Est. Cost $63.37 Unrealized -20.5%
CCK Crown Holdings Inc 0.0%
Value ($000) $27 Shares 540 Est. Cost $45.58 Unrealized -2.2%
BofA Preferred 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $25.00 Unrealized
Tyco Electronics Ltd. 0.0%
Value ($000) $26 Shares 412 Est. Cost $66.05 Unrealized
CHD Church & Dwight Co., Inc. 0.0%
Value ($000) $26 Shares 279 Est. Cost $26.18 Unrealized +46.6%
CL Colgate Palmolive 0.0%
Value ($000) $25 Shares 360 Est. Cost $50.81 Unrealized +4.0%
Accenture LTD 0.0%
Value ($000) $25 Shares 214 Est. Cost $72.29 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $110.00 Unrealized
ADT Corporation 0.0%
Value ($000) $25 Shares 600 Est. Cost $33.33 Unrealized
NWL Newell Rubbermaid 0.0%
Value ($000) $24 Shares 535 Est. Cost $19.32 Unrealized +35.6%
BP PLC-Spons ADR 0.0%
Value ($000) $24 Shares 792 Est. Cost $46.27 Unrealized
SBUX Starbucks Corporation 0.0%
Value ($000) $24 Shares 400 Est. Cost $33.03 Unrealized +43.5%
Steelcase Inc-CL A 0.0%
Value ($000) $23 Shares 1,555 Est. Cost $15.43 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $23 Shares 600 Est. Cost $35.79 Unrealized
Activision Bllizzard 0.0%
Value ($000) $23 Shares 684 Est. Cost $21.41 Unrealized
LLY Lilly Eli & co 0.0%
Value ($000) $23 Shares 313 Est. Cost $43.03 Unrealized +48.7%
SGMO Sangamo Biosciences Inc. 0.0%
Value ($000) $22 Shares 3,700 Est. Cost $10.55 Unrealized -43.1%
MET MetLife, Inc. 0.0%
Value ($000) $22 Shares 500 Est. Cost $31.20 Unrealized -14.3%
Suncor Energy Inc. 0.0%
Value ($000) $22 Shares 800 Est. Cost $30.00 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $21 Shares 695 Est. Cost $33.09 Unrealized
Cerner Corp 0.0%
Value ($000) $21 Shares 400 Est. Cost $95.00 Unrealized
TSLA Tesla Motors, Inc. 0.0%
Value ($000) $21 Shares 93 Est. Cost $13.15 Unrealized 0.0%
FISV Fiserv Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $31.60 Unrealized +50.0%
IP International Paper 0.0%
Value ($000) $21 Shares 500 Est. Cost $27.05 Unrealized -15.7%
WMK Weis Markets, Inc. 0.0%
Value ($000) $20 Shares 450 Est. Cost $31.18 Unrealized +5.4%
CE Celanese Corp 0.0%
Value ($000) $20 Shares 300 Est. Cost $55.92 Unrealized -8.3%
Block H&R 0.0%
Value ($000) $20 Shares 750 Est. Cost $33.33 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $20 Shares 219 Est. Cost $97.77 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $19 Shares 800 Est. Cost $20.80 Unrealized +4.1%
WAT Waters Corp 0.0%
Value ($000) $19 Shares 147 Est. Cost $95.76 Unrealized +30.3%
Medtronic Inc. 0.0%
Value ($000) $18 Shares 245 Est. Cost $58.08 Unrealized
Monsanto 0.0%
Value ($000) $18 Shares 200 Est. Cost $109.06 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $17 Shares 216 Est. Cost $61.55 Unrealized -13.8%
GLW Corning Glass Works 0.0%
Value ($000) $17 Shares 800 Est. Cost $13.86 Unrealized +2.9%
ETFs Gold Trust 0.0%
Value ($000) $17 Shares 145 Est. Cost $133.33 Unrealized
FirstMerit Coporation 0.0%
Value ($000) $16 Shares 762 Est. Cost $19.69 Unrealized
Coach Inc 0.0%
Value ($000) $16 Shares 400 Est. Cost $32.50 Unrealized
Diebold Inc. 0.0%
Value ($000) $16 Shares 570 Est. Cost $40.35 Unrealized
DE Deere & Co. 0.0%
Value ($000) $15 Shares 200 Est. Cost $68.04 Unrealized -2.6%
EQT Midstream Partners LP 0.0%
Value ($000) $15 Shares 200 Est. Cost $60.00 Unrealized
Maxim Integrated Products 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.50 Unrealized
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $14 Shares 500 Est. Cost $26.00 Unrealized
Suntrust Banks Inc 0.0%
Value ($000) $14 Shares 400 Est. Cost $42.50 Unrealized
Cigna Corp. 0.0%
Value ($000) $14 Shares 100 Est. Cost $140.00 Unrealized
Briggs & Stratton Corporation 0.0%
Value ($000) $13 Shares 535 Est. Cost $18.69 Unrealized
BB&T Corporation 0.0%
Value ($000) $13 Shares 400 Est. Cost $37.50 Unrealized
HSBC Holdings PLC Preferred 0.0%
Value ($000) $13 Shares 500 Est. Cost $24.00 Unrealized
Five Prime Therapeutics Inc. 0.0%
Value ($000) $13 Shares 325 Est. Cost $40.00 Unrealized
ERIC Ericsson 0.0%
Value ($000) $13 Shares 1,300 Est. Cost $9.23 Unrealized
Analog Devices 0.0%
Value ($000) $12 Shares 200 Est. Cost $45.00 Unrealized
PNC PNC Financial Services 0.0%
Value ($000) $11 Shares 125 Est. Cost $56.79 Unrealized +9.1%
Credit Suisse Group 0.0%
Value ($000) $11 Shares 750 Est. Cost $14.67 Unrealized
WU Western Union 0.0%
Value ($000) $11 Shares 550 Est. Cost $16.40 Unrealized
VFC VF Corporation 0.0%
Value ($000) $10 Shares 160 Est. Cost $64.71 Unrealized -10.3%
HOG Harley-Davidson Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $49.24 Unrealized -11.4%
TEVA Teva Pharmaceutical 0.0%
Value ($000) $10 Shares 188 Est. Cost $61.34 Unrealized
Barclays Bank 7.10% ADR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
Bayer AG-Sponsored ADR 0.0%
Value ($000) $9 Shares 75 Est. Cost $120.00 Unrealized
PEG Public Svc Enterprise Gp 0.0%
Value ($000) $9 Shares 200 Est. Cost $21.73 Unrealized +38.8%
TXN Texas Instruments 0.0%
Value ($000) $8 Shares 133 Est. Cost $28.70 Unrealized +41.2%
Carnival Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
Best Buy Co. Inc 0.0%
Value ($000) $8 Shares 246 Est. Cost $32.52 Unrealized
Zendesk Inc. 0.0%
Value ($000) $8 Shares 376 Est. Cost $18.62 Unrealized
VEEV Veeva Systems Inc. 0.0%
Value ($000) $8 Shares 318 Est. Cost $26.06 Unrealized -6.0%
WDAY Worklday, Inc. 0.0%
Value ($000) $8 Shares 105 Est. Cost $77.28 Unrealized -14.4%
Ultimate Software Group Inc. 0.0%
Value ($000) $8 Shares 43 Est. Cost $186.05 Unrealized
IHS Inc-Class A 0.0%
Value ($000) $8 Shares 65 Est. Cost $107.69 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $7 Shares 67 Est. Cost $85.15 Unrealized +5.2%
LinkedIn Corporation 0.0%
Value ($000) $7 Shares 63 Est. Cost $189.23 Unrealized
EMR Emerson Electric 0.0%
Value ($000) $7 Shares 130 Est. Cost $42.48 Unrealized -12.0%
Cooper Cos Inc 0.0%
Value ($000) $7 Shares 45 Est. Cost $177.78 Unrealized
Starwood Hotels & Resorts Wor 0.0%
Value ($000) $7 Shares 87 Est. Cost $80.46 Unrealized
Sirius XM Radio Inc. 0.0%
Value ($000) $7 Shares 1,676 Est. Cost $3.82 Unrealized
NOW ServiceNow, Inc. 0.0%
Value ($000) $7 Shares 108 Est. Cost $14.94 Unrealized -15.2%
NVDA Nvidia Corp. 0.0%
Value ($000) $6 Shares 181 Est. Cost $0.73 Unrealized +1.6%
NetSuite Inc. 0.0%
Value ($000) $6 Shares 85 Est. Cost $82.35 Unrealized
Calpine Corp 0.0%
Value ($000) $6 Shares 392 Est. Cost $15.31 Unrealized
VRSK Verisk Analytics Inc-ClassA A 0.0%
Value ($000) $6 Shares 80 Est. Cost $64.53 Unrealized +8.2%
ECL Ecolab Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $87.94 Unrealized +8.4%
ROK Rockwell Int'l 0.0%
Value ($000) $6 Shares 50 Est. Cost $90.76 Unrealized -7.5%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $6 Shares 200 Est. Cost $50.00 Unrealized
GWW W.W. Grainger, Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $210.96 Unrealized -15.0%
Quidel Corporation 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.67 Unrealized
Blackrock Inc. CL A 0.0%
Value ($000) $5 Shares 16 Est. Cost $312.50 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $5 Shares 100 Est. Cost $21.67 Unrealized +7.4%
IDA Idacorp 0.0%
Value ($000) $5 Shares 70 Est. Cost $48.08 Unrealized +46.9%
Xerox Corp. 0.0%
Value ($000) $4 Shares 400 Est. Cost $12.66 Unrealized
Yamana Gold Inc. 0.0%
Value ($000) $4 Shares 1,278 Est. Cost $9.12 Unrealized
VMware Inc. 0.0%
Value ($000) $4 Shares 70 Est. Cost $81.33 Unrealized
Dunkin' Brands Group Inc 0.0%
Value ($000) $4 Shares 93 Est. Cost $43.01 Unrealized
EMN Eastman Chemical Company 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.81 Unrealized -0.8%
Borgwarner Inc 0.0%
Value ($000) $4 Shares 113 Est. Cost $53.10 Unrealized
Banco De Sabadell ADR 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
Priceline.com Inc New 0.0%
Value ($000) $4 Shares 3 Est. Cost $1333.33 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $11.43 Unrealized -14.1%
Silver Bullion Trust 0.0%
Value ($000) $3 Shares 300 Est. Cost $6.67 Unrealized
Amyris 0.0%
Value ($000) $3 Shares 2,813 Est. Cost $2.65 Unrealized
Yahoo ! Inc 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
Vodafone Group PLC-SP ADR 0.0%
Value ($000) $3 Shares 82 Est. Cost $30.36 Unrealized
Hewlett Packard 0.0%
Value ($000) $3 Shares 280 Est. Cost $24.85 Unrealized
Aberdeen SEI Intl Eqty 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.80 Unrealized
American Water Works Co., Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $38.46 Unrealized
CBS/B 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
Anglo American Plc Sp Adr 0.0%
Value ($000) $2 Shares 536 Est. Cost $9.33 Unrealized
GPRO GoPro Inc 0.0%
Value ($000) $2 Shares 175 Est. Cost $23.22 Unrealized -46.6%
Ensco Int'l 0.0%
Value ($000) $1 Shares 116 Est. Cost $25.86 Unrealized
Inventure Foods Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.00 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1 Shares 9 Est. Cost $49.23 Unrealized +13.8%
SOUHY South32 - ADR 0.0%
Value ($000) $1 Shares 110 Est. Cost $9.09 Unrealized
TMMI TMM Inc 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.07 Unrealized -23.0%
DNOW NOW inc 0.0%
Value ($000) $0 Shares 25 Est. Cost $33.70 Unrealized -54.4%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $0 Shares 10 Est. Cost $3.75 Unrealized
CC Chemours Co 0.0%
Value ($000) $0 Shares 64 Est. Cost $7.40 Unrealized -50.8%
TFRY Tasty Fries Inc 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized -97.5%
California Resources Corp 0.0%
Value ($000) $0 Shares 160 Est. Cost $6.25 Unrealized
Level 3 Communications 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Immunosyn Corp 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Leapfrog Enterprises Inc. 0.0%
Value ($000) $0 Shares 500 Est. Cost $8.22 Unrealized
Zynga Inc 0.0%
Value ($000) $0 Shares 150 Est. Cost Unrealized
Genitope Corp 0.0%
Value ($000) $0 Shares 6,000 Est. Cost Unrealized