Mengis Capital Management, Inc. Diversified Active

CIK: 0001609674 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 4, 2022

Total Value ($000): $532,616 (100.0% shares, 0.0% debt)

Holdings (185)

AAPL APPLE INC 9.3%
Value ($000) $49,665 Shares 279,694 Est. Cost $87.90 Unrealized +76.0%
MSFT MICROSOFT CORP COM 6.7%
Value ($000) $35,437 Shares 105,367 Est. Cost $75.08 Unrealized +317.4%
PCAR PACCAR INC COM 5.2%
Value ($000) $27,892 Shares 316,026 Est. Cost $37.23 Unrealized +30.9%
COST COSTCO WHSL CORP NEW COM 3.2%
Value ($000) $17,013 Shares 29,969 Est. Cost $173.84 Unrealized +180.8%
QCOM QUALCOMM INC COM 2.5%
Value ($000) $13,156 Shares 71,946 Est. Cost $70.06 Unrealized +108.5%
ALPHABET INC C NON VTNG SH 2.3%
Value ($000) $12,335 Shares 4,263 Est. Cost $1218.81 Unrealized
MERCK AND CO INC COM 2.2%
Value ($000) $11,752 Shares 153,346 Est. Cost $81.70 Unrealized
GSIE GS ETF TR INTL DVLPD 2.2%
Value ($000) $11,680 Shares 331,184 Est. Cost $28.31 Unrealized
DE DEERE AND CO COM 2.1%
Value ($000) $10,936 Shares 31,895 Est. Cost $125.77 Unrealized +161.3%
JNJ JOHNSON AND JOHNSON COM 2.0%
Value ($000) $10,441 Shares 61,035 Est. Cost $100.46 Unrealized +44.4%
BMY BRISTOL MYERS SQUIBB COM 1.9%
Value ($000) $10,353 Shares 166,050 Est. Cost $44.73 Unrealized +10.1%
HD HOME DEPOT INC COM 1.9%
Value ($000) $10,342 Shares 24,922 Est. Cost $174.54 Unrealized +96.6%
J P MORGAN CHASE AND CO 1.8%
Value ($000) $9,764 Shares 61,660 Est. Cost $73.99 Unrealized
PEP PEPSICO INC COM 1.7%
Value ($000) $8,954 Shares 51,548 Est. Cost $109.21 Unrealized +31.4%
CVX CHEVRON CORP COM 1.6%
Value ($000) $8,483 Shares 72,292 Est. Cost $78.20 Unrealized +22.9%
NVS NOVARTIS A G SPONSORED ADR 1.4%
Value ($000) $7,437 Shares 85,029 Est. Cost $85.56 Unrealized
CVS CVS CORP COM 1.4%
Value ($000) $7,196 Shares 69,764 Est. Cost $52.37 Unrealized +53.7%
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $6,999 Shares 134,718 Est. Cost $37.84 Unrealized +6.7%
INTC INTEL CORP COM 1.2%
Value ($000) $6,641 Shares 128,968 Est. Cost $40.28 Unrealized +17.4%
MINNESOTA MNNG AND MANUF 1.2%
Value ($000) $6,424 Shares 36,169 Est. Cost $155.96 Unrealized
SCHW SCHWAB CHARLES CORP NE COM 1.1%
Value ($000) $6,075 Shares 72,244 Est. Cost $41.79 Unrealized +83.1%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $5,908 Shares 1,772 Est. Cost $104.52 Unrealized +63.7%
SPY SPDR TR UNIT SER 1 1.1%
Value ($000) $5,904 Shares 12,432 Est. Cost $335.23 Unrealized
A AGILENT TECHNOLOGIES COM 1.1%
Value ($000) $5,653 Shares 35,413 Est. Cost $70.69 Unrealized +114.2%
BAC BANK OF AMERICA CORP COM 1.0%
Value ($000) $5,425 Shares 121,957 Est. Cost $15.37 Unrealized +166.8%
WWD WOODWARD INC COM 1.0%
Value ($000) $5,378 Shares 49,137 Est. Cost $102.73 Unrealized +6.4%
WAT WATERS CORP COM 0.9%
Value ($000) $5,030 Shares 13,500 Est. Cost $218.51 Unrealized +60.1%
HUBB HUBBELL INC 0.9%
Value ($000) $4,852 Shares 23,301 Est. Cost $108.71 Unrealized +72.2%
USB US BANCORP DEL COM NEW 0.9%
Value ($000) $4,787 Shares 85,236 Est. Cost $30.42 Unrealized +60.6%
BRKR BRUKER CORP COM 0.9%
Value ($000) $4,756 Shares 56,690 Est. Cost $41.22 Unrealized +91.7%
SCHX SCHWAB US LRG CAP ETF 0.8%
Value ($000) $4,485 Shares 39,407 Est. Cost $56.23 Unrealized
DIS WALT DISNEY CO 0.8%
Value ($000) $4,390 Shares 28,344 Est. Cost $88.33 Unrealized +78.6%
XOM EXXON MOBIL CORP COM 0.8%
Value ($000) $4,308 Shares 70,414 Est. Cost $55.94 Unrealized -3.6%
PG PROCTER AND GAMBLE CO COM 0.8%
Value ($000) $4,303 Shares 26,306 Est. Cost $59.75 Unrealized +124.5%
PFE PFIZER INC COM 0.8%
Value ($000) $4,097 Shares 69,393 Est. Cost $25.06 Unrealized +60.5%
EMR EMERSON ELEC CO COM 0.8%
Value ($000) $4,070 Shares 43,782 Est. Cost $55.31 Unrealized +56.4%
IBM INTERNATIONAL BUS MACH COM 0.8%
Value ($000) $4,030 Shares 30,152 Est. Cost $98.87 Unrealized +7.7%
SCHM SCHWAB US MID-CAP ETF 0.7%
Value ($000) $3,884 Shares 48,299 Est. Cost $52.45 Unrealized
WALGREENS BOOTS ALLIAN COM 0.7%
Value ($000) $3,857 Shares 73,949 Est. Cost $55.75 Unrealized
KEYSIGHT TECHNOLOGIES COM 0.7%
Value ($000) $3,857 Shares 18,679 Est. Cost $89.78 Unrealized
ADP AUTOMATIC DATA PROCESS COM 0.7%
Value ($000) $3,802 Shares 15,420 Est. Cost $140.74 Unrealized +47.3%
BRK/B 1/100 BERKSHIRE HTWY SH 0.7%
Value ($000) $3,794 Shares 9,878 Est. Cost $208.73 Unrealized +37.2%
KO COCA COLA CO COM 0.7%
Value ($000) $3,476 Shares 58,708 Est. Cost $36.07 Unrealized +36.3%
VANECK MORNINGSTAR WIDE MOAT E 0.6%
Value ($000) $3,395 Shares 44,609 Est. Cost $43.62 Unrealized
KR KROGER CO COM 0.6%
Value ($000) $3,246 Shares 71,740 Est. Cost $21.78 Unrealized +76.7%
VANGUARD BD INDEX FDS VANGUARD 0.6%
Value ($000) $3,199 Shares 64,060 Est. Cost $50.07 Unrealized
IAU ISHARES TR COMEX GOLD 0.5%
Value ($000) $2,926 Shares 84,071 Est. Cost $33.70 Unrealized
UPS UNITED PARCEL SERVICE CL B 0.5%
Value ($000) $2,868 Shares 13,384 Est. Cost $86.21 Unrealized +95.5%
CL COLGATE PALMOLIVE CO COM 0.5%
Value ($000) $2,841 Shares 33,300 Est. Cost $60.83 Unrealized +16.6%
CTRA COTERRA ENERGY INC COM 0.5%
Value ($000) $2,839 Shares 149,459 Est. Cost $16.01 Unrealized +5.4%
TDY TELEDYNE TECHNOLOGIES COM 0.5%
Value ($000) $2,823 Shares 6,462 Est. Cost $424.73 Unrealized +2.4%
RAYTHEON TECHNOLOGIES COM 0.5%
Value ($000) $2,793 Shares 32,460 Est. Cost $76.86 Unrealized
FDX FEDEX CORP COM 0.5%
Value ($000) $2,768 Shares 10,702 Est. Cost $183.59 Unrealized +19.8%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $2,706 Shares 28,488 Est. Cost $52.24 Unrealized +46.1%
HSY HERSHEY CO COM 0.5%
Value ($000) $2,696 Shares 13,935 Est. Cost $108.95 Unrealized +50.2%
GSLC GS US LARGE CAP EQUITY ETF 0.5%
Value ($000) $2,619 Shares 27,535 Est. Cost $58.17 Unrealized
VALERO ENERGY CORP 0.5%
Value ($000) $2,555 Shares 34,024 Est. Cost $55.25 Unrealized
BIIB BIOGEN IDEC INC 0.4%
Value ($000) $2,378 Shares 9,915 Est. Cost $238.51 Unrealized +7.8%
DU PONT E I DE NEMOURS COM 0.4%
Value ($000) $2,360 Shares 29,220 Est. Cost $70.19 Unrealized
QUANTA SVCS INC COM 0.4%
Value ($000) $2,336 Shares 20,375 Est. Cost $114.46 Unrealized
NXP SEMICOND N V COM 0.4%
Value ($000) $2,199 Shares 9,655 Est. Cost $85.43 Unrealized
SPX FLOW INC COM 0.4%
Value ($000) $2,162 Shares 25,000 Est. Cost $41.84 Unrealized
NUTRIEN LTD COM 0.4%
Value ($000) $2,155 Shares 28,670 Est. Cost $51.64 Unrealized
NKE NIKE INC CL B 0.4%
Value ($000) $2,002 Shares 12,017 Est. Cost $63.62 Unrealized +142.9%
AMGN AMGEN INC COM 0.4%
Value ($000) $1,914 Shares 8,509 Est. Cost $140.49 Unrealized +31.8%
LEN LENNAR CORP CL A 0.4%
Value ($000) $1,912 Shares 16,468 Est. Cost $52.39 Unrealized +83.4%
ALPHABET INC CLASS A 0.3%
Value ($000) $1,859 Shares 642 Est. Cost $1230.04 Unrealized
VANGUARD SHRT TRM CORP BD FD 0.3%
Value ($000) $1,839 Shares 22,642 Est. Cost $82.17 Unrealized
UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $1,802 Shares 43,000 Est. Cost $36.68 Unrealized
SPX CORP COM 0.3%
Value ($000) $1,790 Shares 30,000 Est. Cost $33.00 Unrealized
WY WEYERHAEUSER CO COM 0.3%
Value ($000) $1,706 Shares 41,430 Est. Cost $20.50 Unrealized +56.0%
FACEBOOK INC CL A 0.3%
Value ($000) $1,682 Shares 5,003 Est. Cost $114.69 Unrealized
MARATHON PETE CORP COM 0.3%
Value ($000) $1,675 Shares 26,185 Est. Cost $58.31 Unrealized
SCHA SCHWAB US SML CAP ETF 0.3%
Value ($000) $1,636 Shares 15,978 Est. Cost $61.88 Unrealized
SCHP SCHWAB US TIPS ETF 0.3%
Value ($000) $1,604 Shares 25,505 Est. Cost $55.74 Unrealized
VEU VANGUARD INTL EQTY IDX ALLWRLD 0.3%
Value ($000) $1,510 Shares 24,654 Est. Cost $48.86 Unrealized
WASTE MGMT INC DEL COM 0.3%
Value ($000) $1,508 Shares 9,039 Est. Cost $52.24 Unrealized
VIATRIS INC COM 0.3%
Value ($000) $1,504 Shares 111,185 Est. Cost $14.01 Unrealized
KMPR KEMPER CORP DEL COM 0.3%
Value ($000) $1,478 Shares 25,148 Est. Cost $85.42 Unrealized -28.8%
WISDOMTREE TR INTRST RATE HDGE 0.3%
Value ($000) $1,472 Shares 31,549 Est. Cost $46.86 Unrealized
IVV ISHARES TR CORE S&P500 ETF 0.3%
Value ($000) $1,469 Shares 3,080 Est. Cost $313.02 Unrealized
KMB KIMBERLY CLARK CORP COM 0.3%
Value ($000) $1,419 Shares 9,935 Est. Cost $113.59 Unrealized +1.5%
LLY LILLY ELI & CO COM 0.3%
Value ($000) $1,364 Shares 4,939 Est. Cost $154.34 Unrealized +58.0%
ABBVIE INC. COM 0.3%
Value ($000) $1,352 Shares 9,986 Est. Cost $79.67 Unrealized
AMD ADVANCED MICRO DEVICES COM 0.3%
Value ($000) $1,349 Shares 9,375 Est. Cost $24.77 Unrealized +442.7%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,347 Shares 5,025 Est. Cost $75.02 Unrealized +206.1%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,342 Shares 11,477 Est. Cost $38.58 Unrealized +164.9%
BANK OF AMERICA PREF IV FLTNG 0.2%
Value ($000) $1,228 Shares 48,048 Est. Cost $23.67 Unrealized
GIS GENERAL MLS INC COM 0.2%
Value ($000) $1,224 Shares 18,165 Est. Cost $39.37 Unrealized +40.3%
ERIC ERICSSON ADR B SEK 10 0.2%
Value ($000) $1,148 Shares 105,650 Est. Cost $12.89 Unrealized
INCYTE CORP COM 0.2%
Value ($000) $1,121 Shares 15,275 Est. Cost $80.46 Unrealized
ALLEGHENY TECHNOLOGIES 0.2%
Value ($000) $1,115 Shares 70,004 Est. Cost $26.93 Unrealized
US BANCORP DEL PFD B 1/1000DP 0.2%
Value ($000) $1,091 Shares 43,964 Est. Cost $22.45 Unrealized
WFC WELLS FARGO AND CO NEW COM 0.2%
Value ($000) $1,042 Shares 21,725 Est. Cost $38.54 Unrealized +15.2%
WELLS FARGO AND CO DEP 1/1000 0.2%
Value ($000) $999 Shares 35,910 Est. Cost $28.09 Unrealized
FLOWSERVE CORP COM 0.2%
Value ($000) $964 Shares 31,505 Est. Cost $52.67 Unrealized
ALCON INC ORD SHS 0.2%
Value ($000) $954 Shares 10,957 Est. Cost $62.03 Unrealized
SLB SCHLUMBERGER LTD COM 0.2%
Value ($000) $952 Shares 31,800 Est. Cost $33.15 Unrealized -13.4%
SCHD SCHWAB STRATEGIC TR US DIVIDEN 0.2%
Value ($000) $916 Shares 11,334 Est. Cost $55.59 Unrealized
BLACKROCK INC COM 0.2%
Value ($000) $912 Shares 997 Est. Cost $477.59 Unrealized
UNP UNION PAC CORP COM 0.2%
Value ($000) $870 Shares 3,455 Est. Cost $92.91 Unrealized +131.4%
GOLDMAN SACHS GRP PFD K 6.375 0.2%
Value ($000) $858 Shares 30,463 Est. Cost $26.95 Unrealized
YELP YELP INC CL A 0.2%
Value ($000) $836 Shares 23,085 Est. Cost $36.36 Unrealized +3.3%
ACTIVISION BLIZZARD IN COM 0.2%
Value ($000) $818 Shares 12,300 Est. Cost $66.50 Unrealized
MEDTRONIC INC COM 0.2%
Value ($000) $811 Shares 7,841 Est. Cost $100.80 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $801 Shares 3,843 Est. Cost $130.64 Unrealized +41.8%
PRU PRUDENTIAL FINL INC COM 0.1%
Value ($000) $794 Shares 7,337 Est. Cost $56.42 Unrealized +57.5%
BCD ALL COMMODITY ABERDEEN ETF 0.1%
Value ($000) $789 Shares 25,689 Est. Cost $28.94 Unrealized
IVW ISHARES TR SP500 GRW 0.1%
Value ($000) $776 Shares 9,283 Est. Cost $80.98 Unrealized
SCHV SCHWAB US LCAP VAL ETF 0.1%
Value ($000) $773 Shares 10,563 Est. Cost $48.88 Unrealized
WAB WABTEC CORP COM 0.1%
Value ($000) $749 Shares 8,132 Est. Cost $75.50 Unrealized +18.6%
ORCL ORACLE CORP COM 0.1%
Value ($000) $731 Shares 8,390 Est. Cost $49.28 Unrealized +80.4%
IWM ISHARES TR RUSSELL 2000 ETF 0.1%
Value ($000) $711 Shares 3,197 Est. Cost $127.27 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $710 Shares 11,214 Est. Cost $25.75 Unrealized +96.0%
BA BOEING CO 0.1%
Value ($000) $701 Shares 3,483 Est. Cost $197.36 Unrealized +7.1%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $692 Shares 7,950 Est. Cost $79.13 Unrealized +30.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $681 Shares 25,599 Est. Cost $41.51 Unrealized
EQT CORP 0.1%
Value ($000) $656 Shares 30,080 Est. Cost $15.79 Unrealized
ABT ABBOTT LABS COM 0.1%
Value ($000) $654 Shares 4,652 Est. Cost $37.07 Unrealized +220.2%
SPDR SERIES TRUST S&P BIOTECH 0.1%
Value ($000) $634 Shares 5,671 Est. Cost $111.66 Unrealized
ITOT ISHARES TR CORE S&P TTL STK 0.1%
Value ($000) $624 Shares 5,834 Est. Cost $68.32 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $599 Shares 3,807 Est. Cost $41.95 Unrealized +232.8%
SCHB SCHWAB STRATEGIC TR US BRD EQT 0.1%
Value ($000) $596 Shares 5,278 Est. Cost $78.34 Unrealized
WT EMG MKT EX ST-OWNED 0.1%
Value ($000) $585 Shares 15,878 Est. Cost $41.20 Unrealized
CMI CUMMINS INC COM 0.1%
Value ($000) $561 Shares 2,575 Est. Cost $78.02 Unrealized +163.8%
MAT MATTEL INC COM 0.1%
Value ($000) $550 Shares 25,526 Est. Cost $21.54 Unrealized -2.6%
SCHWAB CHARLES CORP NE DSHS 1/ 0.1%
Value ($000) $533 Shares 20,954 Est. Cost $26.40 Unrealized
NORTHWEST NATURAL HOLDINGS 0.1%
Value ($000) $515 Shares 10,566 Est. Cost $47.93 Unrealized
SILK ROAD MEDICAL INC. 0.1%
Value ($000) $514 Shares 12,085 Est. Cost $43.51 Unrealized
PNC PNC FINL SVCS GROUP COM 0.1%
Value ($000) $491 Shares 2,451 Est. Cost $89.59 Unrealized +94.5%
VANGUARD US INF TECH ETF 0.1%
Value ($000) $469 Shares 1,025 Est. Cost $209.28 Unrealized
VO VANGUARD INDEX FDS MID CAP ETF 0.1%
Value ($000) $468 Shares 1,838 Est. Cost $168.43 Unrealized
BSV VANGUARD BD INDEX FD SHORT TRM 0.1%
Value ($000) $457 Shares 5,659 Est. Cost $79.72 Unrealized
VIG VANGUARD SPECIALIZED DIV APP E 0.1%
Value ($000) $451 Shares 2,627 Est. Cost $118.07 Unrealized
WISDOMTREE TRUST JAPN HEDGE EQ 0.1%
Value ($000) $451 Shares 7,215 Est. Cost $51.31 Unrealized
ISHARES TR CORE MSCI TOTAL 0.1%
Value ($000) $449 Shares 6,337 Est. Cost $57.18 Unrealized
DVN DEVON ENERGY CORP NEW COM 0.1%
Value ($000) $440 Shares 10,000 Est. Cost $21.37 Unrealized +57.3%
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $432 Shares 8,339 Est. Cost $73.51 Unrealized -17.5%
NVIDIA CORP COM 0.1%
Value ($000) $427 Shares 1,452 Est. Cost $354.68 Unrealized
SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $426 Shares 2,750 Est. Cost $150.00 Unrealized
PINTEREST INC CL A 0.1%
Value ($000) $418 Shares 11,500 Est. Cost $36.35 Unrealized
EATON CORP COM 0.1%
Value ($000) $417 Shares 2,417 Est. Cost $149.37 Unrealized
ROKU INC 0.1%
Value ($000) $402 Shares 1,765 Est. Cost $104.02 Unrealized
MMS MAXIMUS INC 0.1%
Value ($000) $398 Shares 5,000 Est. Cost $85.66 Unrealized -4.6%
WMB WILLIAMS COS INC DEL COM 0.1%
Value ($000) $397 Shares 15,252 Est. Cost $20.60 Unrealized +10.4%
COLB COLUMBIA BKG SYS INC COM 0.1%
Value ($000) $389 Shares 11,911 Est. Cost $30.37 Unrealized -8.6%
SALESFORCE COM INC COM 0.1%
Value ($000) $389 Shares 1,532 Est. Cost $211.67 Unrealized
NEXTERA ENERGY INC COM 0.1%
Value ($000) $376 Shares 4,034 Est. Cost $112.91 Unrealized
KELLOGG CO COM 0.1%
Value ($000) $374 Shares 5,807 Est. Cost $47.11 Unrealized +8.4%
BWA BORGWARNER INC COM 0.1%
Value ($000) $371 Shares 8,250 Est. Cost $29.11 Unrealized +29.9%
UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $348 Shares 2,110 Est. Cost $93.69 Unrealized
CORTEVA INC COM 0.1%
Value ($000) $345 Shares 7,313 Est. Cost $29.52 Unrealized
SFIX STITCH FIX INC COM CL A 0.1%
Value ($000) $324 Shares 17,147 Est. Cost $24.48 Unrealized +17.1%
ENBRIDGE INC COM 0.1%
Value ($000) $323 Shares 8,268 Est. Cost $36.54 Unrealized
SCHF SCHWAB INTL EQTY ETF 0.1%
Value ($000) $319 Shares 8,212 Est. Cost $31.91 Unrealized
DVY ISHARES TR DJ SEL DIV INX 0.1%
Value ($000) $306 Shares 2,500 Est. Cost $96.00 Unrealized
ORGANON & CO COMMON STOCK 0.1%
Value ($000) $289 Shares 9,503 Est. Cost $30.20 Unrealized
FNDX US LARGE CAP FUNDAMENTAL ETF 0.1%
Value ($000) $287 Shares 4,910 Est. Cost $37.80 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $284 Shares 1,616 Est. Cost $164.67 Unrealized 0.0%
DUKE ENERGY CORP NEW DP REP PF 0.1%
Value ($000) $274 Shares 10,050 Est. Cost $26.42 Unrealized
ESGV VANGUARD ESG US STK ETF 0.0%
Value ($000) $263 Shares 2,992 Est. Cost $80.60 Unrealized
CHS INC PFD CL B 0.0%
Value ($000) $253 Shares 8,900 Est. Cost $28.38 Unrealized
HERITAGE FINL CORP WAS COM 0.0%
Value ($000) $250 Shares 10,242 Est. Cost $35.09 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $248 Shares 24,064 Est. Cost $19.70 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $245 Shares 1,500 Est. Cost $124.36 Unrealized +30.1%
STREETTRACKS GOLD TR GOLD SHS 0.0%
Value ($000) $243 Shares 1,424 Est. Cost $143.14 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $243 Shares 1,170 Est. Cost $163.73 Unrealized +13.0%
NORDSTROM INC COM 0.0%
Value ($000) $234 Shares 10,389 Est. Cost $51.17 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $226 Shares 376 Est. Cost $55.03 Unrealized +16.1%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $221 Shares 1,174 Est. Cost $151.36 Unrealized +12.4%
DOMESTIC DIV EX-FINL FD WDTREE 0.0%
Value ($000) $218 Shares 2,158 Est. Cost $76.61 Unrealized
VTI VANGUARD INDEX FDS TOTAL STK M 0.0%
Value ($000) $217 Shares 900 Est. Cost $241.11 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $211 Shares 5,056 Est. Cost $41.34 Unrealized
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $211 Shares 1,022 Est. Cost $186.69 Unrealized 0.0%
FIBK FIRST INTST BANCSYSTEM COM CL 0.0%
Value ($000) $211 Shares 5,191 Est. Cost $28.24 Unrealized +13.6%
TRMB TRIMBLE NAVIGATN LTD 0.0%
Value ($000) $209 Shares 2,400 Est. Cost $85.87 Unrealized 0.0%
IJH ISHARES TR S&P MIDCAP 400 0.0%
Value ($000) $208 Shares 736 Est. Cost $282.61 Unrealized
PUBLIC STORAGE 4.625 DEP PFD L 0.0%
Value ($000) $206 Shares 7,700 Est. Cost $27.41 Unrealized
ALIBABA GROUP ADS 0.0%
Value ($000) $206 Shares 1,740 Est. Cost $241.35 Unrealized
TMO THERMO FISHER SCIENTIF COM 0.0%
Value ($000) $203 Shares 305 Est. Cost $617.25 Unrealized 0.0%
IWO ISHARES TR RUSL 2000 GROW 0.0%
Value ($000) $200 Shares 685 Est. Cost $300.73 Unrealized
IWP ISHARES TR RUS MD CP GR ETF 0.0%
Value ($000) $200 Shares 1,737 Est. Cost $115.14 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $175 Shares 27,600 Est. Cost $4.32 Unrealized
KINDER MORGAN INC DEL COM 0.0%
Value ($000) $166 Shares 10,471 Est. Cost $27.40 Unrealized
CYH COMMUNITY HEALTH SYS I COM 0.0%
Value ($000) $150 Shares 11,300 Est. Cost $12.56 Unrealized 0.0%