BTIM Corp. as of Sept. 30, 2018
Portfolio Holdings for BTIM Corp.
BTIM Corp. holds 379 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.1 | $228M | 1.0M | 225.74 | |
Microsoft Corporation (MSFT) | 2.8 | $203M | 1.8M | 114.37 | |
Alphabet Inc Class C cs (GOOG) | 2.2 | $159M | 133k | 1193.47 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $128M | 1.1M | 112.84 | |
Becton, Dickinson and (BDX) | 1.8 | $127M | 486k | 261.00 | |
Costco Wholesale Corporation (COST) | 1.6 | $119M | 507k | 234.88 | |
Visa (V) | 1.6 | $116M | 769k | 150.09 | |
Accenture (ACN) | 1.6 | $114M | 669k | 170.20 | |
Johnson & Johnson (JNJ) | 1.6 | $113M | 816k | 138.17 | |
Automatic Data Processing (ADP) | 1.4 | $105M | 694k | 150.66 | |
Aptar (ATR) | 1.4 | $103M | 953k | 107.74 | |
3M Company (MMM) | 1.4 | $98M | 466k | 210.71 | |
Nike (NKE) | 1.3 | $98M | 1.2M | 84.72 | |
Donaldson Company (DCI) | 1.3 | $93M | 1.6M | 58.26 | |
Union Pacific Corporation (UNP) | 1.3 | $92M | 567k | 162.83 | |
UnitedHealth (UNH) | 1.2 | $86M | 322k | 266.04 | |
PNC Financial Services (PNC) | 1.2 | $85M | 625k | 136.19 | |
Oracle Corporation (ORCL) | 1.2 | $85M | 1.6M | 51.56 | |
U.S. Bancorp (USB) | 1.1 | $83M | 1.6M | 52.81 | |
Comcast Corporation (CMCSA) | 1.1 | $77M | 2.2M | 35.41 | |
Cisco Systems (CSCO) | 1.1 | $77M | 1.6M | 48.65 | |
Ross Stores (ROST) | 1.0 | $76M | 763k | 99.10 | |
Illinois Tool Works (ITW) | 1.0 | $76M | 537k | 141.12 | |
Stryker Corporation (SYK) | 1.0 | $70M | 396k | 177.68 | |
Hubbell (HUBB) | 1.0 | $69M | 519k | 133.57 | |
Pepsi (PEP) | 0.9 | $64M | 570k | 111.80 | |
Northern Trust Corporation (NTRS) | 0.9 | $63M | 621k | 102.13 | |
Mettler-Toledo International (MTD) | 0.8 | $62M | 102k | 608.98 | |
American Express Company (AXP) | 0.8 | $58M | 544k | 106.49 | |
ConocoPhillips (COP) | 0.8 | $58M | 750k | 77.40 | |
Berkshire Hathaway (BRK.B) | 0.8 | $57M | 267k | 214.11 | |
United Parcel Service (UPS) | 0.8 | $57M | 490k | 116.75 | |
Waters Corporation (WAT) | 0.8 | $55M | 282k | 194.68 | |
PPG Industries (PPG) | 0.7 | $52M | 476k | 109.13 | |
Eversource Energy (ES) | 0.7 | $52M | 846k | 61.44 | |
Church & Dwight (CHD) | 0.7 | $48M | 806k | 59.37 | |
Henry Schein (HSIC) | 0.7 | $47M | 551k | 85.03 | |
Masimo Corporation (MASI) | 0.7 | $47M | 379k | 124.54 | |
Starbucks Corporation (SBUX) | 0.6 | $46M | 812k | 56.84 | |
Lincoln Electric Holdings (LECO) | 0.6 | $46M | 492k | 93.44 | |
State Street Corporation (STT) | 0.6 | $45M | 537k | 83.78 | |
T. Rowe Price (TROW) | 0.6 | $45M | 409k | 109.18 | |
W.W. Grainger (GWW) | 0.6 | $45M | 126k | 357.42 | |
Cincinnati Financial Corporation (CINF) | 0.6 | $45M | 589k | 76.81 | |
Omni (OMC) | 0.6 | $45M | 655k | 68.02 | |
Exxon Mobil Corporation (XOM) | 0.6 | $44M | 511k | 85.02 | |
Emerson Electric (EMR) | 0.6 | $44M | 572k | 76.58 | |
Merck & Co (MRK) | 0.6 | $44M | 617k | 70.94 | |
One Gas (OGS) | 0.6 | $44M | 533k | 82.28 | |
Medtronic (MDT) | 0.6 | $44M | 444k | 98.37 | |
Aspen Technology | 0.6 | $43M | 375k | 113.91 | |
Commerce Bancshares (CBSH) | 0.6 | $43M | 643k | 66.02 | |
Consolidated Edison (ED) | 0.6 | $41M | 539k | 76.19 | |
BB&T Corporation | 0.6 | $40M | 820k | 48.54 | |
Colgate-Palmolive Company (CL) | 0.5 | $39M | 584k | 66.95 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $38M | 32k | 1207.08 | |
Choice Hotels International (CHH) | 0.5 | $37M | 444k | 83.30 | |
Chemed Corp Com Stk (CHE) | 0.5 | $37M | 116k | 319.57 | |
Chubb (CB) | 0.5 | $37M | 275k | 133.64 | |
Applied Industrial Technologies (AIT) | 0.5 | $36M | 456k | 78.25 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.5 | $35M | 525k | 66.79 | |
Clorox Company (CLX) | 0.5 | $34M | 227k | 150.41 | |
Estee Lauder Companies (EL) | 0.5 | $32M | 223k | 145.32 | |
NetGear (NTGR) | 0.5 | $33M | 524k | 62.85 | |
Dollar General (DG) | 0.5 | $33M | 301k | 109.30 | |
CoreSite Realty | 0.5 | $33M | 293k | 111.14 | |
Eaton Vance | 0.4 | $32M | 609k | 52.56 | |
Discover Financial Services (DFS) | 0.4 | $31M | 405k | 76.45 | |
Williams-Sonoma (WSM) | 0.4 | $31M | 470k | 65.72 | |
Bio-techne Corporation (TECH) | 0.4 | $30M | 149k | 204.11 | |
Texas Roadhouse (TXRH) | 0.4 | $30M | 429k | 69.29 | |
UniFirst Corporation (UNF) | 0.4 | $30M | 171k | 173.65 | |
Bank of Hawaii Corporation (BOH) | 0.4 | $29M | 367k | 78.91 | |
Praxair | 0.4 | $29M | 181k | 160.73 | |
Procter & Gamble Company (PG) | 0.4 | $29M | 349k | 83.23 | |
Apache Corporation | 0.4 | $27M | 575k | 47.67 | |
SYSCO Corporation (SYY) | 0.4 | $28M | 378k | 73.25 | |
Teradata Corporation (TDC) | 0.4 | $28M | 732k | 37.71 | |
Deere & Company (DE) | 0.4 | $28M | 185k | 150.33 | |
Dorman Products (DORM) | 0.4 | $28M | 357k | 76.92 | |
Franklin Electric (FELE) | 0.4 | $27M | 572k | 47.25 | |
Air Products & Chemicals (APD) | 0.4 | $27M | 161k | 167.05 | |
Honeywell International (HON) | 0.4 | $27M | 160k | 166.40 | |
Danaher Corporation (DHR) | 0.4 | $27M | 249k | 108.66 | |
UMB Financial Corporation (UMBF) | 0.4 | $27M | 381k | 70.90 | |
Ryman Hospitality Pptys (RHP) | 0.4 | $27M | 314k | 86.17 | |
Landstar System (LSTR) | 0.4 | $26M | 215k | 122.00 | |
Bruker Corporation (BRKR) | 0.4 | $26M | 790k | 33.45 | |
Haemonetics Corporation (HAE) | 0.3 | $25M | 220k | 114.58 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $25M | 470k | 53.54 | |
New Jersey Resources Corporation (NJR) | 0.3 | $25M | 551k | 46.10 | |
Flowers Foods (FLO) | 0.3 | $25M | 1.3M | 18.66 | |
Coherent | 0.3 | $24M | 142k | 172.19 | |
Manhattan Associates (MANH) | 0.3 | $25M | 450k | 54.60 | |
Dunkin' Brands Group | 0.3 | $25M | 336k | 73.72 | |
Big Lots (BIGGQ) | 0.3 | $24M | 582k | 41.79 | |
Lancaster Colony (LANC) | 0.3 | $23M | 156k | 149.21 | |
Chevron Corporation (CVX) | 0.3 | $22M | 181k | 122.28 | |
Varian Medical Systems | 0.3 | $22M | 199k | 111.93 | |
Silgan Holdings (SLGN) | 0.3 | $22M | 798k | 27.80 | |
Booking Holdings (BKNG) | 0.3 | $23M | 11k | 1984.03 | |
Hershey Company (HSY) | 0.3 | $22M | 214k | 102.00 | |
F5 Networks (FFIV) | 0.3 | $22M | 111k | 199.42 | |
Dentsply Sirona (XRAY) | 0.3 | $22M | 585k | 37.74 | |
Dril-Quip (DRQ) | 0.3 | $21M | 405k | 52.25 | |
Morningstar (MORN) | 0.3 | $21M | 166k | 125.90 | |
Tech Data Corporation | 0.3 | $21M | 296k | 71.57 | |
U.S. Physical Therapy (USPH) | 0.3 | $21M | 179k | 118.60 | |
Charles River Laboratories (CRL) | 0.3 | $20M | 149k | 134.54 | |
Cubesmart (CUBE) | 0.3 | $20M | 716k | 28.53 | |
Marsh & McLennan Companies (MMC) | 0.3 | $20M | 239k | 82.72 | |
Watts Water Technologies (WTS) | 0.3 | $20M | 235k | 83.00 | |
RPM International (RPM) | 0.3 | $19M | 294k | 64.94 | |
Cohen & Steers (CNS) | 0.3 | $19M | 456k | 40.61 | |
Hub (HUBG) | 0.3 | $19M | 422k | 45.60 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $19M | 142k | 131.75 | |
CSG Systems International (CSGS) | 0.2 | $18M | 447k | 40.14 | |
InterDigital (IDCC) | 0.2 | $18M | 227k | 80.00 | |
Monro Muffler Brake (MNRO) | 0.2 | $18M | 256k | 69.60 | |
Valmont Industries (VMI) | 0.2 | $18M | 130k | 138.50 | |
Comerica Incorporated (CMA) | 0.2 | $18M | 194k | 90.20 | |
Forward Air Corporation (FWRD) | 0.2 | $18M | 245k | 71.70 | |
FactSet Research Systems (FDS) | 0.2 | $18M | 78k | 223.71 | |
Nordson Corporation (NDSN) | 0.2 | $17M | 124k | 138.90 | |
Nic | 0.2 | $18M | 1.2M | 14.80 | |
ExlService Holdings (EXLS) | 0.2 | $18M | 266k | 66.20 | |
Te Connectivity Ltd for (TEL) | 0.2 | $17M | 196k | 87.93 | |
Globus Med Inc cl a (GMED) | 0.2 | $18M | 312k | 56.76 | |
Brinker International (EAT) | 0.2 | $17M | 365k | 46.73 | |
Texas Capital Bancshares (TCBI) | 0.2 | $16M | 198k | 82.65 | |
American States Water Company (AWR) | 0.2 | $17M | 270k | 61.14 | |
Boston Beer Company (SAM) | 0.2 | $16M | 55k | 287.51 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $15M | 196k | 77.15 | |
CVB Financial (CVBF) | 0.2 | $15M | 683k | 22.32 | |
Edwards Lifesciences (EW) | 0.2 | $15M | 88k | 174.11 | |
Cooper Companies | 0.2 | $15M | 54k | 277.17 | |
PerkinElmer (RVTY) | 0.2 | $15M | 154k | 97.27 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $15M | 47k | 325.88 | |
Ansys (ANSS) | 0.2 | $14M | 77k | 186.67 | |
ResMed (RMD) | 0.2 | $15M | 128k | 115.34 | |
International Flavors & Fragrances (IFF) | 0.2 | $15M | 105k | 139.13 | |
Herman Miller (MLKN) | 0.2 | $14M | 370k | 38.40 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $14M | 100k | 144.32 | |
Kadant (KAI) | 0.2 | $14M | 134k | 107.85 | |
Signature Bank (SBNY) | 0.2 | $14M | 121k | 114.83 | |
Avery Dennison Corporation (AVY) | 0.2 | $14M | 127k | 108.35 | |
Helmerich & Payne (HP) | 0.2 | $14M | 201k | 68.77 | |
Amdocs Ltd ord (DOX) | 0.2 | $14M | 207k | 65.98 | |
Hill-Rom Holdings | 0.2 | $14M | 150k | 94.40 | |
Tompkins Financial Corporation (TMP) | 0.2 | $14M | 170k | 81.19 | |
Wabtec Corporation (WAB) | 0.2 | $14M | 133k | 104.88 | |
Quaker Chemical Corporation (KWR) | 0.2 | $14M | 67k | 202.21 | |
Power Integrations (POWI) | 0.2 | $13M | 204k | 63.20 | |
HFF | 0.2 | $13M | 302k | 42.48 | |
Ensign (ENSG) | 0.2 | $13M | 349k | 37.92 | |
1st Source Corporation (SRCE) | 0.2 | $13M | 255k | 52.62 | |
Steris | 0.2 | $13M | 113k | 114.41 | |
McDonald's Corporation (MCD) | 0.2 | $12M | 74k | 167.29 | |
Brown & Brown (BRO) | 0.2 | $12M | 415k | 29.57 | |
Hawaiian Electric Industries (HE) | 0.2 | $12M | 346k | 35.59 | |
Akamai Technologies (AKAM) | 0.2 | $13M | 174k | 73.15 | |
Diageo (DEO) | 0.2 | $12M | 87k | 141.67 | |
Tootsie Roll Industries (TR) | 0.2 | $13M | 429k | 29.25 | |
AutoZone (AZO) | 0.2 | $13M | 16k | 775.69 | |
IPG Photonics Corporation (IPGP) | 0.2 | $12M | 79k | 156.06 | |
Gentherm (THRM) | 0.2 | $12M | 273k | 45.45 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $12M | 159k | 77.80 | |
M&T Bank Corporation (MTB) | 0.2 | $12M | 72k | 164.55 | |
American Financial (AFG) | 0.2 | $12M | 105k | 110.98 | |
Juniper Networks (JNPR) | 0.2 | $11M | 376k | 29.97 | |
Newpark Resources (NR) | 0.2 | $11M | 1.1M | 10.35 | |
RPC (RES) | 0.2 | $12M | 753k | 15.48 | |
Minerals Technologies (MTX) | 0.2 | $12M | 169k | 67.60 | |
Tennant Company (TNC) | 0.2 | $12M | 153k | 75.95 | |
Independent Bank (INDB) | 0.2 | $11M | 138k | 82.60 | |
Cable One (CABO) | 0.2 | $12M | 13k | 883.60 | |
SEI Investments Company (SEIC) | 0.1 | $11M | 181k | 61.10 | |
Expeditors International of Washington (EXPD) | 0.1 | $11M | 147k | 73.52 | |
W.R. Berkley Corporation (WRB) | 0.1 | $11M | 134k | 79.94 | |
Highwoods Properties (HIW) | 0.1 | $11M | 232k | 47.26 | |
IDEX Corporation (IEX) | 0.1 | $11M | 73k | 150.65 | |
Middleby Corporation (MIDD) | 0.1 | $11M | 82k | 129.36 | |
Washington Federal (WAFD) | 0.1 | $11M | 347k | 32.00 | |
Jack Henry & Associates (JKHY) | 0.1 | $11M | 69k | 160.07 | |
Lakeland Financial Corporation (LKFN) | 0.1 | $11M | 228k | 46.48 | |
Sensata Technolo (ST) | 0.1 | $11M | 216k | 49.55 | |
Schlumberger (SLB) | 0.1 | $10M | 167k | 60.92 | |
Service Corporation International (SCI) | 0.1 | $10M | 234k | 44.20 | |
East West Ban (EWBC) | 0.1 | $9.8M | 163k | 60.36 | |
Camden Property Trust (CPT) | 0.1 | $10M | 107k | 93.58 | |
Nordstrom (JWN) | 0.1 | $9.4M | 157k | 59.81 | |
Autoliv (ALV) | 0.1 | $9.5M | 110k | 86.69 | |
Atmos Energy Corporation (ATO) | 0.1 | $9.2M | 98k | 93.92 | |
Atrion Corporation (ATRI) | 0.1 | $9.5M | 14k | 694.77 | |
Anika Therapeutics (ANIK) | 0.1 | $9.1M | 216k | 42.18 | |
Artisan Partners (APAM) | 0.1 | $9.4M | 291k | 32.40 | |
Horace Mann Educators Corporation (HMN) | 0.1 | $8.4M | 187k | 44.90 | |
Core Laboratories | 0.1 | $8.3M | 72k | 115.84 | |
Intel Corporation (INTC) | 0.1 | $7.9M | 166k | 47.29 | |
Tiffany & Co. | 0.1 | $8.3M | 64k | 128.98 | |
Advance Auto Parts (AAP) | 0.1 | $8.0M | 47k | 168.32 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $8.2M | 84k | 97.91 | |
Camden National Corporation (CAC) | 0.1 | $8.2M | 188k | 43.44 | |
CorVel Corporation (CRVL) | 0.1 | $7.9M | 130k | 60.25 | |
Forum Energy Technolo | 0.1 | $7.9M | 762k | 10.35 | |
Polaris Industries (PII) | 0.1 | $6.9M | 69k | 100.96 | |
SVB Financial (SIVBQ) | 0.1 | $7.6M | 24k | 310.83 | |
Interpublic Group of Companies (IPG) | 0.1 | $7.1M | 309k | 22.87 | |
Oceaneering International (OII) | 0.1 | $7.3M | 263k | 27.60 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $7.0M | 59k | 117.66 | |
Washington Trust Ban (WASH) | 0.1 | $7.0M | 126k | 55.30 | |
Bryn Mawr Bank | 0.1 | $7.0M | 149k | 46.90 | |
Paychex (PAYX) | 0.1 | $6.3M | 85k | 73.65 | |
German American Ban (GABC) | 0.1 | $6.8M | 193k | 35.28 | |
Bridge Ban | 0.1 | $6.4M | 192k | 33.20 | |
TJX Companies (TJX) | 0.1 | $5.7M | 51k | 112.02 | |
Hexcel Corporation (HXL) | 0.1 | $5.6M | 84k | 67.04 | |
Hyatt Hotels Corporation (H) | 0.1 | $5.6M | 70k | 79.59 | |
Veoneer Incorporated | 0.1 | $6.0M | 110k | 55.07 | |
National-Oilwell Var | 0.1 | $4.7M | 110k | 43.07 | |
Rockwell Collins | 0.1 | $4.8M | 34k | 140.47 | |
Fiserv (FI) | 0.1 | $5.0M | 61k | 82.39 | |
Zimmer Holdings (ZBH) | 0.1 | $4.9M | 37k | 131.49 | |
Kansas City Southern | 0.1 | $5.4M | 48k | 113.30 | |
Natural Gas Services (NGS) | 0.1 | $4.8M | 229k | 21.10 | |
Ametek (AME) | 0.1 | $4.9M | 62k | 79.13 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $5.3M | 20k | 267.03 | |
Ecolab (ECL) | 0.1 | $4.5M | 29k | 156.77 | |
Home Depot (HD) | 0.1 | $4.0M | 20k | 207.14 | |
Pfizer (PFE) | 0.1 | $4.3M | 97k | 44.07 | |
Sap (SAP) | 0.1 | $4.2M | 34k | 123.00 | |
Sanderson Farms | 0.1 | $4.6M | 45k | 103.37 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $4.2M | 102k | 41.00 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.1M | 52k | 78.15 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $4.5M | 54k | 83.53 | |
Abbott Laboratories (ABT) | 0.1 | $3.8M | 52k | 73.37 | |
Citrix Systems | 0.1 | $3.8M | 35k | 111.17 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $3.7M | 32k | 113.62 | |
Verizon Communications (VZ) | 0.1 | $3.5M | 66k | 53.39 | |
Bemis Company | 0.1 | $4.0M | 82k | 48.61 | |
Amgen (AMGN) | 0.1 | $3.9M | 19k | 207.29 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $3.4M | 48k | 70.56 | |
Roper Industries (ROP) | 0.1 | $3.5M | 12k | 296.21 | |
American Campus Communities | 0.1 | $3.7M | 90k | 41.17 | |
Realty Income (O) | 0.1 | $3.3M | 58k | 56.90 | |
Rbc Cad (RY) | 0.1 | $3.7M | 47k | 80.19 | |
O'reilly Automotive (ORLY) | 0.1 | $3.7M | 11k | 347.30 | |
Phillips 66 (PSX) | 0.1 | $3.8M | 34k | 112.73 | |
National Grid (NGG) | 0.1 | $3.8M | 73k | 51.86 | |
Hasbro (HAS) | 0.0 | $2.9M | 27k | 105.13 | |
Canadian Natl Ry (CNI) | 0.0 | $3.2M | 35k | 89.80 | |
Cerner Corporation | 0.0 | $2.8M | 43k | 64.40 | |
Digital Realty Trust (DLR) | 0.0 | $2.9M | 26k | 112.50 | |
Host Hotels & Resorts (HST) | 0.0 | $2.7M | 129k | 21.10 | |
Raytheon Company | 0.0 | $3.0M | 14k | 206.66 | |
General Mills (GIS) | 0.0 | $2.9M | 68k | 42.91 | |
International Business Machines (IBM) | 0.0 | $2.9M | 19k | 151.21 | |
Verisk Analytics (VRSK) | 0.0 | $3.2M | 27k | 120.58 | |
Smith & Nephew (SNN) | 0.0 | $3.2M | 86k | 37.09 | |
American Water Works (AWK) | 0.0 | $2.8M | 32k | 87.96 | |
Expedia (EXPE) | 0.0 | $2.7M | 20k | 130.52 | |
Mondelez Int (MDLZ) | 0.0 | $3.1M | 73k | 42.97 | |
Abbvie (ABBV) | 0.0 | $2.5M | 27k | 94.60 | |
Equinor Asa (EQNR) | 0.0 | $2.6M | 94k | 28.23 | |
Coca-Cola Company (KO) | 0.0 | $2.4M | 51k | 46.20 | |
At&t (T) | 0.0 | $2.2M | 65k | 33.58 | |
NetApp (NTAP) | 0.0 | $2.0M | 24k | 85.85 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $2.0M | 7.6k | 269.96 | |
Brown-Forman Corporation (BF.B) | 0.0 | $2.1M | 42k | 50.56 | |
United Technologies Corporation | 0.0 | $2.0M | 14k | 139.82 | |
Dover Corporation (DOV) | 0.0 | $2.2M | 25k | 88.53 | |
Amazon (AMZN) | 0.0 | $2.0M | 1.0k | 2002.98 | |
Amphenol Corporation (APH) | 0.0 | $1.9M | 20k | 93.99 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $2.2M | 21k | 107.87 | |
Ball Corporation (BALL) | 0.0 | $2.4M | 55k | 43.99 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $2.4M | 47k | 52.05 | |
MasterCard Incorporated (MA) | 0.0 | $1.5M | 6.6k | 222.63 | |
Walt Disney Company (DIS) | 0.0 | $1.6M | 14k | 116.94 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $1.5M | 5.2k | 290.63 | |
General Electric Company | 0.0 | $1.3M | 119k | 11.29 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 18k | 62.09 | |
V.F. Corporation (VFC) | 0.0 | $1.4M | 15k | 93.45 | |
Wells Fargo & Company (WFC) | 0.0 | $1.2M | 23k | 52.57 | |
Boeing Company (BA) | 0.0 | $1.3M | 3.6k | 371.94 | |
Everest Re Group (EG) | 0.0 | $1.8M | 7.8k | 228.53 | |
Qualcomm (QCOM) | 0.0 | $1.5M | 21k | 72.01 | |
Brown-Forman Corporation (BF.A) | 0.0 | $1.6M | 32k | 50.80 | |
Lowe's Companies (LOW) | 0.0 | $1.7M | 15k | 114.83 | |
iShares Russell 2000 Index (IWM) | 0.0 | $1.5M | 8.8k | 168.58 | |
Berkshire Hills Ban (BHLB) | 0.0 | $1.1M | 28k | 40.68 | |
Tor Dom Bk Cad (TD) | 0.0 | $1.3M | 21k | 60.78 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $1.2M | 8.3k | 149.64 | |
Vanguard European ETF (VGK) | 0.0 | $1.3M | 23k | 56.23 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.4M | 27k | 50.99 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $1.6M | 29k | 53.97 | |
Cambridge Ban (CATC) | 0.0 | $1.3M | 15k | 89.97 | |
Facebook Inc cl a (META) | 0.0 | $1.5M | 9.1k | 164.49 | |
Cdk Global Inc equities | 0.0 | $1.4M | 23k | 62.54 | |
Walgreen Boots Alliance (WBA) | 0.0 | $1.3M | 18k | 72.91 | |
BlackRock (BLK) | 0.0 | $477k | 1.0k | 470.88 | |
Charles Schwab Corporation (SCHW) | 0.0 | $369k | 7.5k | 49.09 | |
Bank of America Corporation (BAC) | 0.0 | $976k | 33k | 29.46 | |
Moody's Corporation (MCO) | 0.0 | $619k | 3.7k | 167.07 | |
Wal-Mart Stores (WMT) | 0.0 | $539k | 5.7k | 93.87 | |
Eli Lilly & Co. (LLY) | 0.0 | $604k | 5.6k | 107.28 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $586k | 1.5k | 404.14 | |
Norfolk Southern (NSC) | 0.0 | $951k | 5.3k | 180.42 | |
Franklin Resources (BEN) | 0.0 | $405k | 13k | 30.38 | |
Northrop Grumman Corporation (NOC) | 0.0 | $478k | 1.5k | 317.40 | |
Boston Scientific Corporation (BSX) | 0.0 | $462k | 12k | 38.49 | |
Harris Corporation | 0.0 | $626k | 3.7k | 169.19 | |
Cabot Corporation (CBT) | 0.0 | $600k | 9.6k | 62.74 | |
Western Digital (WDC) | 0.0 | $1.0M | 18k | 58.48 | |
Laboratory Corp. of America Holdings | 0.0 | $1.1M | 6.2k | 173.68 | |
Berkshire Hathaway (BRK.A) | 0.0 | $960k | 3.00 | 320000.00 | |
Nextera Energy (NEE) | 0.0 | $856k | 5.1k | 167.51 | |
Parker-Hannifin Corporation (PH) | 0.0 | $722k | 3.9k | 183.95 | |
Royal Dutch Shell | 0.0 | $621k | 9.1k | 68.11 | |
Target Corporation (TGT) | 0.0 | $630k | 7.1k | 88.17 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $823k | 6.5k | 126.67 | |
iShares S&P 500 Index (IVV) | 0.0 | $719k | 2.5k | 292.63 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $599k | 8.8k | 68.01 | |
Biogen Idec (BIIB) | 0.0 | $922k | 2.6k | 353.39 | |
Southern Company (SO) | 0.0 | $388k | 8.9k | 43.60 | |
Novo Nordisk A/S (NVO) | 0.0 | $442k | 9.4k | 47.15 | |
Kellogg Company (K) | 0.0 | $464k | 6.6k | 70.04 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $1.1M | 14k | 78.05 | |
Toyota Motor Corporation (TM) | 0.0 | $459k | 3.7k | 124.39 | |
iShares Russell 1000 Index (IWB) | 0.0 | $555k | 3.4k | 161.71 | |
Chipotle Mexican Grill (CMG) | 0.0 | $415k | 914.00 | 454.05 | |
Celgene Corporation | 0.0 | $492k | 5.5k | 89.44 | |
Unilever (UL) | 0.0 | $628k | 11k | 54.94 | |
Rockwell Automation (ROK) | 0.0 | $844k | 4.5k | 187.56 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $434k | 2.0k | 220.30 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $710k | 3.5k | 201.30 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $944k | 22k | 43.29 | |
Vanguard Value ETF (VTV) | 0.0 | $652k | 5.9k | 110.75 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $540k | 12k | 45.38 | |
Vanguard REIT ETF (VNQ) | 0.0 | $795k | 9.9k | 80.71 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $370k | 3.5k | 106.72 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $368k | 4.9k | 75.88 | |
Wright Express (WEX) | 0.0 | $427k | 2.1k | 200.66 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $427k | 4.7k | 90.33 | |
S&p Global (SPGI) | 0.0 | $1.0M | 5.2k | 195.38 | |
Dell Technologies Inc Class V equity | 0.0 | $526k | 5.4k | 97.07 | |
Ishares Msci Japan (EWJ) | 0.0 | $748k | 12k | 60.26 | |
Dowdupont | 0.0 | $936k | 15k | 64.33 | |
Broadcom (AVGO) | 0.0 | $457k | 1.9k | 246.89 | |
BP (BP) | 0.0 | $230k | 5.0k | 46.08 | |
Hartford Financial Services (HIG) | 0.0 | $206k | 4.1k | 49.89 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $238k | 4.7k | 51.05 | |
Caterpillar (CAT) | 0.0 | $212k | 1.4k | 152.30 | |
Waste Management (WM) | 0.0 | $203k | 2.3k | 90.22 | |
Baxter International (BAX) | 0.0 | $359k | 4.7k | 77.01 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $291k | 1.5k | 192.97 | |
Microchip Technology (MCHP) | 0.0 | $339k | 4.3k | 79.02 | |
Sherwin-Williams Company (SHW) | 0.0 | $224k | 492.00 | 455.28 | |
Travelers Companies (TRV) | 0.0 | $222k | 1.7k | 129.82 | |
Morgan Stanley (MS) | 0.0 | $246k | 5.3k | 46.56 | |
AstraZeneca (AZN) | 0.0 | $214k | 5.4k | 39.63 | |
CVS Caremark Corporation (CVS) | 0.0 | $304k | 3.9k | 78.76 | |
Thermo Fisher Scientific (TMO) | 0.0 | $203k | 833.00 | 243.70 | |
Canon (CAJPY) | 0.0 | $265k | 8.4k | 31.64 | |
Bce (BCE) | 0.0 | $315k | 7.8k | 40.57 | |
J.M. Smucker Company (SJM) | 0.0 | $247k | 2.4k | 102.40 | |
salesforce (CRM) | 0.0 | $209k | 1.3k | 159.18 | |
Brookline Ban (BRKL) | 0.0 | $167k | 10k | 16.70 | |
Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $240k | 38k | 6.30 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $230k | 1.5k | 155.93 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $226k | 2.6k | 87.26 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $316k | 39k | 8.03 | |
Xylem (XYL) | 0.0 | $241k | 3.0k | 79.91 | |
Express Scripts Holding | 0.0 | $202k | 2.1k | 95.19 | |
Ingredion Incorporated (INGR) | 0.0 | $357k | 3.4k | 105.00 | |
Duke Energy (DUK) | 0.0 | $279k | 3.5k | 80.01 | |
Wpp Plc- (WPP) | 0.0 | $252k | 3.4k | 73.15 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $348k | 3.8k | 91.58 | |
Versum Matls | 0.0 | $339k | 9.4k | 36.06 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $267k | 2.5k | 106.80 |