BTIM Corp. as of June 30, 2019
Portfolio Holdings for BTIM Corp.
BTIM Corp. holds 378 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 3.0 | $235M | 1.8M | 133.96 | |
Apple (AAPL) | 2.6 | $203M | 1.0M | 197.92 | |
Alphabet Inc Class C cs (GOOG) | 2.0 | $152M | 141k | 1080.91 | |
Costco Wholesale Corporation (COST) | 1.7 | $132M | 499k | 264.26 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $132M | 1.2M | 111.80 | |
Visa (V) | 1.7 | $128M | 735k | 173.55 | |
Accenture (ACN) | 1.6 | $125M | 678k | 184.77 | |
Becton, Dickinson and (BDX) | 1.6 | $121M | 479k | 252.01 | |
Automatic Data Processing (ADP) | 1.5 | $116M | 698k | 165.33 | |
Aptar (ATR) | 1.4 | $110M | 882k | 124.34 | |
Johnson & Johnson (JNJ) | 1.4 | $107M | 770k | 139.28 | |
Donaldson Company (DCI) | 1.3 | $100M | 2.0M | 50.86 | |
Nike (NKE) | 1.2 | $96M | 1.1M | 83.95 | |
Comcast Corporation (CMCSA) | 1.2 | $94M | 2.2M | 42.28 | |
Union Pacific Corporation (UNP) | 1.2 | $95M | 560k | 169.11 | |
Oracle Corporation (ORCL) | 1.2 | $93M | 1.6M | 56.97 | |
PNC Financial Services (PNC) | 1.1 | $88M | 638k | 137.28 | |
3M Company (MMM) | 1.1 | $85M | 491k | 173.34 | |
Cisco Systems (CSCO) | 1.1 | $86M | 1.6M | 54.73 | |
U.S. Bancorp (USB) | 1.1 | $85M | 1.6M | 52.40 | |
Stryker Corporation (SYK) | 1.1 | $82M | 399k | 205.58 | |
UnitedHealth (UNH) | 1.1 | $81M | 333k | 244.01 | |
Pepsi (PEP) | 1.0 | $79M | 603k | 131.13 | |
Illinois Tool Works (ITW) | 1.0 | $79M | 524k | 150.81 | |
Ross Stores (ROST) | 1.0 | $78M | 785k | 99.12 | |
Eversource Energy (ES) | 1.0 | $74M | 978k | 75.76 | |
Hubbell (HUBB) | 0.9 | $72M | 554k | 130.40 | |
Mettler-Toledo International (MTD) | 0.9 | $71M | 84k | 840.01 | |
Starbucks Corporation (SBUX) | 0.9 | $71M | 843k | 83.83 | |
American Express Company (AXP) | 0.9 | $69M | 556k | 123.44 | |
Northern Trust Corporation (NTRS) | 0.8 | $61M | 682k | 90.00 | |
Waters Corporation (WAT) | 0.8 | $59M | 272k | 215.24 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $57M | 545k | 103.67 | |
SYSCO Corporation (SYY) | 0.7 | $56M | 786k | 70.72 | |
Omni (OMC) | 0.7 | $55M | 676k | 81.95 | |
Consolidated Edison (ED) | 0.7 | $54M | 613k | 87.68 | |
United Parcel Service (UPS) | 0.7 | $54M | 523k | 103.27 | |
Berkshire Hathaway (BRK.B) | 0.7 | $53M | 248k | 213.17 | |
Merck & Co (MRK) | 0.7 | $53M | 631k | 83.85 | |
Henry Schein (HSIC) | 0.7 | $53M | 756k | 69.90 | |
PPG Industries (PPG) | 0.7 | $50M | 426k | 116.71 | |
ConocoPhillips (COP) | 0.6 | $47M | 775k | 61.00 | |
T. Rowe Price (TROW) | 0.6 | $47M | 429k | 109.71 | |
BB&T Corporation | 0.6 | $46M | 941k | 49.13 | |
Estee Lauder Companies (EL) | 0.6 | $45M | 245k | 183.11 | |
Medtronic (MDT) | 0.6 | $45M | 459k | 97.39 | |
Colgate-Palmolive Company (CL) | 0.6 | $44M | 610k | 71.67 | |
Dollar General (DG) | 0.6 | $44M | 322k | 135.16 | |
Expeditors International of Washington (EXPD) | 0.6 | $43M | 571k | 75.86 | |
One Gas (OGS) | 0.6 | $42M | 465k | 90.30 | |
Chemed Corp Com Stk (CHE) | 0.5 | $41M | 114k | 360.84 | |
UniFirst Corporation (UNF) | 0.5 | $41M | 219k | 188.57 | |
Lincoln Electric Holdings (LECO) | 0.5 | $41M | 498k | 82.32 | |
Commerce Bancshares (CBSH) | 0.5 | $41M | 684k | 59.66 | |
Masimo Corporation (MASI) | 0.5 | $40M | 269k | 148.82 | |
Manhattan Associates (MANH) | 0.5 | $39M | 569k | 69.33 | |
Church & Dwight (CHD) | 0.5 | $39M | 537k | 73.06 | |
M&T Bank Corporation (MTB) | 0.5 | $38M | 224k | 170.07 | |
Danaher Corporation (DHR) | 0.5 | $37M | 261k | 142.92 | |
Choice Hotels International (CHH) | 0.5 | $38M | 434k | 87.01 | |
Eaton Vance | 0.5 | $38M | 880k | 43.13 | |
Discover Financial Services (DFS) | 0.5 | $37M | 472k | 77.59 | |
Exxon Mobil Corporation (XOM) | 0.5 | $36M | 468k | 76.63 | |
Air Products & Chemicals (APD) | 0.5 | $36M | 161k | 226.37 | |
Procter & Gamble Company (PG) | 0.5 | $36M | 327k | 109.65 | |
State Street Corporation (STT) | 0.5 | $35M | 616k | 56.06 | |
Williams-Sonoma (WSM) | 0.5 | $34M | 527k | 65.00 | |
Clorox Company (CLX) | 0.5 | $34M | 224k | 153.11 | |
Deere & Company (DE) | 0.4 | $34M | 206k | 165.71 | |
Tech Data Corporation | 0.4 | $33M | 312k | 104.60 | |
CoreSite Realty | 0.4 | $33M | 288k | 115.17 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $33M | 30k | 1082.81 | |
W.W. Grainger (GWW) | 0.4 | $33M | 121k | 268.22 | |
Linde | 0.4 | $33M | 162k | 200.80 | |
Flowers Foods (FLO) | 0.4 | $30M | 1.3M | 23.27 | |
Dunkin' Brands Group | 0.4 | $31M | 386k | 79.66 | |
Chubb (CB) | 0.4 | $31M | 209k | 147.29 | |
Bank of Hawaii Corporation (BOH) | 0.4 | $30M | 359k | 82.91 | |
Hershey Company (HSY) | 0.4 | $30M | 225k | 134.03 | |
Bruker Corporation (BRKR) | 0.4 | $30M | 601k | 49.95 | |
Varian Medical Systems | 0.4 | $29M | 213k | 136.13 | |
Silgan Holdings (SLGN) | 0.4 | $28M | 900k | 30.60 | |
Applied Industrial Technologies (AIT) | 0.4 | $28M | 448k | 61.53 | |
Dentsply Sirona (XRAY) | 0.4 | $27M | 468k | 58.36 | |
Teradata Corporation (TDC) | 0.3 | $27M | 748k | 35.85 | |
Dorman Products (DORM) | 0.3 | $27M | 305k | 87.14 | |
New Jersey Resources Corporation (NJR) | 0.3 | $27M | 535k | 49.77 | |
Hill-Rom Holdings | 0.3 | $26M | 248k | 104.62 | |
Nordstrom (JWN) | 0.3 | $25M | 790k | 31.86 | |
CSG Systems International (CSGS) | 0.3 | $26M | 526k | 48.83 | |
FactSet Research Systems (FDS) | 0.3 | $25M | 89k | 286.56 | |
Booking Holdings (BKNG) | 0.3 | $25M | 13k | 1874.69 | |
Marsh & McLennan Companies (MMC) | 0.3 | $25M | 247k | 99.75 | |
Dril-Quip (DRQ) | 0.3 | $25M | 515k | 48.00 | |
UMB Financial Corporation (UMBF) | 0.3 | $25M | 376k | 65.82 | |
Coherent | 0.3 | $24M | 172k | 136.37 | |
Cubesmart (CUBE) | 0.3 | $24M | 704k | 33.44 | |
Cohen & Steers (CNS) | 0.3 | $23M | 454k | 51.44 | |
Texas Roadhouse (TXRH) | 0.3 | $23M | 433k | 53.67 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $23M | 147k | 155.01 | |
Te Connectivity Ltd for (TEL) | 0.3 | $23M | 243k | 95.78 | |
Chevron Corporation (CVX) | 0.3 | $22M | 180k | 124.44 | |
Honeywell International (HON) | 0.3 | $23M | 129k | 174.59 | |
Landstar System (LSTR) | 0.3 | $22M | 206k | 107.99 | |
Ryman Hospitality Pptys (RHP) | 0.3 | $23M | 279k | 81.09 | |
Franklin Electric (FELE) | 0.3 | $21M | 451k | 47.50 | |
SEI Investments Company (SEIC) | 0.3 | $21M | 367k | 56.10 | |
Cooper Companies | 0.3 | $20M | 61k | 336.90 | |
Progress Software Corporation (PRGS) | 0.3 | $21M | 476k | 43.62 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $21M | 468k | 43.72 | |
Nordson Corporation (NDSN) | 0.3 | $21M | 147k | 141.31 | |
Monro Muffler Brake (MNRO) | 0.3 | $21M | 244k | 85.30 | |
Watts Water Technologies (WTS) | 0.3 | $21M | 225k | 93.18 | |
Aspen Technology | 0.3 | $21M | 166k | 124.28 | |
Apache Corporation | 0.3 | $20M | 684k | 28.97 | |
Charles River Laboratories (CRL) | 0.3 | $20M | 143k | 141.90 | |
Emerson Electric (EMR) | 0.2 | $19M | 287k | 66.72 | |
Highwoods Properties (HIW) | 0.2 | $20M | 473k | 41.30 | |
Morningstar (MORN) | 0.2 | $20M | 135k | 144.64 | |
Valmont Industries (VMI) | 0.2 | $19M | 149k | 126.81 | |
F5 Networks (FFIV) | 0.2 | $19M | 131k | 145.63 | |
First Hawaiian (FHB) | 0.2 | $19M | 749k | 25.87 | |
Steris Plc Ord equities (STE) | 0.2 | $19M | 130k | 148.88 | |
RPM International (RPM) | 0.2 | $19M | 302k | 61.11 | |
Lancaster Colony (LANC) | 0.2 | $19M | 127k | 148.60 | |
AutoZone (AZO) | 0.2 | $18M | 17k | 1099.48 | |
American Campus Communities | 0.2 | $18M | 398k | 46.16 | |
Nic | 0.2 | $19M | 1.2M | 16.04 | |
IPG Photonics Corporation (IPGP) | 0.2 | $18M | 115k | 154.25 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $18M | 45k | 395.19 | |
Avery Dennison Corporation (AVY) | 0.2 | $17M | 149k | 115.68 | |
International Flavors & Fragrances (IFF) | 0.2 | $17M | 116k | 145.10 | |
Hub (HUBG) | 0.2 | $17M | 395k | 41.98 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $17M | 119k | 140.69 | |
ExlService Holdings (EXLS) | 0.2 | $17M | 254k | 66.13 | |
Lakeland Financial Corporation (LKFN) | 0.2 | $17M | 365k | 46.83 | |
Signature Bank (SBNY) | 0.2 | $16M | 131k | 120.84 | |
Akamai Technologies (AKAM) | 0.2 | $16M | 204k | 80.14 | |
Herman Miller (MLKN) | 0.2 | $16M | 354k | 44.70 | |
Tootsie Roll Industries (TR) | 0.2 | $16M | 433k | 36.93 | |
Amdocs Ltd ord (DOX) | 0.2 | $16M | 259k | 62.09 | |
Texas Capital Bancshares (TCBI) | 0.2 | $17M | 269k | 61.37 | |
Premier (PINC) | 0.2 | $16M | 414k | 39.11 | |
Ansys (ANSS) | 0.2 | $16M | 77k | 204.83 | |
Brown & Brown (BRO) | 0.2 | $15M | 457k | 33.50 | |
Edwards Lifesciences (EW) | 0.2 | $15M | 83k | 184.75 | |
Power Integrations (POWI) | 0.2 | $16M | 195k | 80.18 | |
Diageo (DEO) | 0.2 | $15M | 87k | 172.31 | |
Middleby Corporation (MIDD) | 0.2 | $15M | 114k | 135.71 | |
Chesapeake Utilities Corporation (CPK) | 0.2 | $16M | 166k | 95.02 | |
Anika Therapeutics (ANIK) | 0.2 | $15M | 371k | 40.62 | |
McDonald's Corporation (MCD) | 0.2 | $15M | 70k | 207.66 | |
Hawaiian Electric Industries (HE) | 0.2 | $14M | 331k | 43.55 | |
Sensient Technologies Corporation (SXT) | 0.2 | $15M | 200k | 73.48 | |
Masco Corporation (MAS) | 0.2 | $15M | 379k | 39.24 | |
IDEX Corporation (IEX) | 0.2 | $14M | 83k | 172.13 | |
Juniper Networks (JNPR) | 0.2 | $15M | 558k | 26.63 | |
NetGear (NTGR) | 0.2 | $15M | 576k | 25.29 | |
U.S. Physical Therapy (USPH) | 0.2 | $14M | 117k | 122.57 | |
Cable One (CABO) | 0.2 | $15M | 13k | 1171.01 | |
Sensata Technolo (ST) | 0.2 | $14M | 294k | 49.00 | |
Carter's (CRI) | 0.2 | $14M | 140k | 97.54 | |
Comerica Incorporated (CMA) | 0.2 | $14M | 191k | 72.64 | |
Haemonetics Corporation (HAE) | 0.2 | $14M | 118k | 120.34 | |
Forward Air Corporation (FWRD) | 0.2 | $14M | 238k | 59.15 | |
East West Ban (EWBC) | 0.2 | $14M | 303k | 46.77 | |
Boston Beer Company (SAM) | 0.2 | $14M | 36k | 377.77 | |
Cdk Global Inc equities | 0.2 | $14M | 284k | 49.44 | |
Lamar Advertising Co-a (LAMR) | 0.2 | $14M | 175k | 80.71 | |
Performance Food (PFGC) | 0.2 | $14M | 348k | 40.03 | |
PerkinElmer (RVTY) | 0.2 | $13M | 134k | 96.34 | |
Minerals Technologies (MTX) | 0.2 | $13M | 241k | 53.51 | |
Tompkins Financial Corporation (TMP) | 0.2 | $13M | 162k | 81.60 | |
Globus Med Inc cl a (GMED) | 0.2 | $13M | 305k | 42.30 | |
Packaging Corporation of America (PKG) | 0.2 | $12M | 126k | 95.32 | |
Service Corporation International (SCI) | 0.2 | $12M | 257k | 46.78 | |
Helmerich & Payne (HP) | 0.1 | $12M | 227k | 50.62 | |
Kadant (KAI) | 0.1 | $12M | 129k | 90.81 | |
Cantel Medical | 0.1 | $11M | 140k | 80.64 | |
Atmos Energy Corporation (ATO) | 0.1 | $11M | 107k | 105.56 | |
Atrion Corporation (ATRI) | 0.1 | $11M | 13k | 852.73 | |
Washington Federal (WAFD) | 0.1 | $12M | 331k | 34.93 | |
CorVel Corporation (CRVL) | 0.1 | $11M | 131k | 87.01 | |
Ensign (ENSG) | 0.1 | $12M | 205k | 56.92 | |
1st Source Corporation (SRCE) | 0.1 | $11M | 241k | 46.40 | |
Washington Trust Ban (WASH) | 0.1 | $11M | 216k | 52.18 | |
Camden Property Trust (CPT) | 0.1 | $12M | 112k | 104.40 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $11M | 171k | 62.85 | |
Paychex (PAYX) | 0.1 | $11M | 130k | 82.30 | |
Polaris Industries (PII) | 0.1 | $11M | 122k | 91.23 | |
InterDigital (IDCC) | 0.1 | $11M | 171k | 64.40 | |
Hexcel Corporation (HXL) | 0.1 | $11M | 134k | 80.88 | |
Gentherm (THRM) | 0.1 | $11M | 260k | 41.83 | |
SVB Financial (SIVBQ) | 0.1 | $9.8M | 44k | 224.58 | |
Interpublic Group of Companies (IPG) | 0.1 | $10M | 447k | 22.59 | |
HFF | 0.1 | $10M | 226k | 45.48 | |
Jack Henry & Associates (JKHY) | 0.1 | $9.6M | 72k | 133.92 | |
Tennant Company (TNC) | 0.1 | $8.9M | 145k | 61.20 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $9.4M | 81k | 115.62 | |
Independent Bank (INDB) | 0.1 | $9.6M | 126k | 76.15 | |
CVB Financial (CVBF) | 0.1 | $8.8M | 418k | 21.03 | |
ResMed (RMD) | 0.1 | $8.4M | 69k | 122.04 | |
Tiffany & Co. | 0.1 | $8.6M | 92k | 93.65 | |
Autoliv (ALV) | 0.1 | $8.7M | 124k | 70.51 | |
Camden National Corporation (CAC) | 0.1 | $8.2M | 178k | 45.87 | |
Bryn Mawr Bank | 0.1 | $8.2M | 221k | 37.32 | |
Cerner Corporation | 0.1 | $7.8M | 106k | 73.31 | |
Intel Corporation (INTC) | 0.1 | $7.6M | 159k | 47.87 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $7.3M | 87k | 84.36 | |
Roper Industries (ROP) | 0.1 | $7.5M | 20k | 366.29 | |
Newpark Resources (NR) | 0.1 | $7.7M | 1.0M | 7.42 | |
Ametek (AME) | 0.1 | $7.6M | 84k | 90.84 | |
Artisan Partners (APAM) | 0.1 | $7.7M | 279k | 27.52 | |
American Financial (AFG) | 0.1 | $6.8M | 67k | 102.47 | |
Advance Auto Parts (AAP) | 0.1 | $7.0M | 45k | 154.15 | |
RPC (RES) | 0.1 | $6.8M | 948k | 7.21 | |
Hyatt Hotels Corporation (H) | 0.1 | $7.2M | 95k | 76.12 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $6.0M | 81k | 74.68 | |
Kansas City Southern | 0.1 | $6.2M | 51k | 121.83 | |
Ball Corporation (BALL) | 0.1 | $6.0M | 85k | 69.99 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $6.4M | 24k | 269.16 | |
Cognizant Technology Solutions (CTSH) | 0.1 | $5.2M | 82k | 63.38 | |
Ecolab (ECL) | 0.1 | $5.5M | 28k | 197.45 | |
Abbott Laboratories (ABT) | 0.1 | $5.1M | 60k | 84.10 | |
Citrix Systems | 0.1 | $5.6M | 57k | 98.14 | |
Verizon Communications (VZ) | 0.1 | $5.2M | 92k | 57.13 | |
TJX Companies (TJX) | 0.1 | $5.2M | 99k | 52.88 | |
Verisk Analytics (VRSK) | 0.1 | $5.3M | 36k | 146.44 | |
Zimmer Holdings (ZBH) | 0.1 | $5.7M | 48k | 117.74 | |
Realty Income (O) | 0.1 | $5.7M | 83k | 68.96 | |
German American Ban (GABC) | 0.1 | $5.5M | 182k | 30.12 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $5.5M | 129k | 42.53 | |
Bridge Ban | 0.1 | $5.3M | 181k | 29.46 | |
O'reilly Automotive (ORLY) | 0.1 | $5.2M | 14k | 369.34 | |
Digital Realty Trust (DLR) | 0.1 | $4.4M | 37k | 117.81 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $4.3M | 32k | 133.30 | |
Schlumberger (SLB) | 0.1 | $4.6M | 115k | 39.74 | |
Sap (SAP) | 0.1 | $4.8M | 35k | 136.79 | |
American Water Works (AWK) | 0.1 | $5.0M | 43k | 116.01 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.4M | 55k | 80.68 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $4.9M | 54k | 89.85 | |
Expedia (EXPE) | 0.1 | $4.7M | 36k | 133.03 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $4.3M | 38k | 113.48 | |
National Grid (NGG) | 0.1 | $4.3M | 80k | 53.18 | |
Home Depot (HD) | 0.1 | $4.0M | 19k | 207.96 | |
Pfizer (PFE) | 0.1 | $4.0M | 94k | 43.32 | |
Host Hotels & Resorts (HST) | 0.1 | $3.8M | 211k | 18.22 | |
iShares Russell 2000 Index (IWM) | 0.1 | $4.0M | 26k | 155.50 | |
Natural Gas Services (NGS) | 0.1 | $3.6M | 218k | 16.50 | |
Smith & Nephew (SNN) | 0.1 | $3.8M | 86k | 43.54 | |
Rbc Cad (RY) | 0.1 | $3.7M | 47k | 79.40 | |
Alexandria Real Estate Equities (ARE) | 0.1 | $3.8M | 27k | 141.08 | |
Bank of Marin Ban (BMRC) | 0.1 | $3.9M | 96k | 41.02 | |
Canadian Natl Ry (CNI) | 0.0 | $3.1M | 33k | 92.47 | |
Core Laboratories | 0.0 | $2.8M | 53k | 52.29 | |
Brown-Forman Corporation (BF.B) | 0.0 | $3.0M | 54k | 55.43 | |
Phillips 66 (PSX) | 0.0 | $2.9M | 31k | 93.55 | |
Amcor (AMCR) | 0.0 | $2.8M | 247k | 11.49 | |
Coca-Cola Company (KO) | 0.0 | $2.5M | 49k | 50.91 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $2.2M | 7.5k | 294.65 | |
National-Oilwell Var | 0.0 | $2.4M | 109k | 22.24 | |
Raytheon Company | 0.0 | $2.6M | 15k | 173.89 | |
Amgen (AMGN) | 0.0 | $2.6M | 14k | 184.31 | |
General Mills (GIS) | 0.0 | $2.5M | 47k | 52.51 | |
International Business Machines (IBM) | 0.0 | $2.1M | 15k | 137.91 | |
United Technologies Corporation | 0.0 | $2.0M | 16k | 130.22 | |
Amphenol Corporation (APH) | 0.0 | $2.6M | 27k | 95.97 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $2.1M | 21k | 101.76 | |
Forum Energy Technolo | 0.0 | $2.5M | 726k | 3.42 | |
Abbvie (ABBV) | 0.0 | $2.0M | 27k | 72.74 | |
MasterCard Incorporated (MA) | 0.0 | $1.7M | 6.6k | 264.54 | |
Walt Disney Company (DIS) | 0.0 | $1.6M | 12k | 139.61 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $1.8M | 6.2k | 293.04 | |
At&t (T) | 0.0 | $1.9M | 56k | 33.51 | |
V.F. Corporation (VFC) | 0.0 | $1.3M | 15k | 87.37 | |
Boeing Company (BA) | 0.0 | $1.5M | 4.2k | 363.96 | |
Laboratory Corp. of America Holdings | 0.0 | $1.6M | 9.5k | 172.84 | |
Everest Re Group (EG) | 0.0 | $1.9M | 7.8k | 247.27 | |
Berkshire Hathaway (BRK.A) | 0.0 | $1.3M | 4.00 | 318250.00 | |
Qualcomm (QCOM) | 0.0 | $1.5M | 20k | 76.08 | |
Biogen Idec (BIIB) | 0.0 | $1.2M | 5.1k | 233.97 | |
Brown-Forman Corporation (BF.A) | 0.0 | $1.8M | 32k | 55.00 | |
Lowe's Companies (LOW) | 0.0 | $1.3M | 13k | 100.94 | |
Amazon (AMZN) | 0.0 | $1.9M | 986.00 | 1893.51 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $1.6M | 11k | 150.10 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $1.8M | 35k | 51.00 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $1.4M | 12k | 118.58 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.4M | 26k | 52.82 | |
Schwab Strategic Tr 0 (SCHP) | 0.0 | $1.9M | 33k | 56.30 | |
Cambridge Ban (CATC) | 0.0 | $1.2M | 15k | 81.51 | |
Equinor Asa (EQNR) | 0.0 | $1.9M | 94k | 19.79 | |
Bank of America Corporation (BAC) | 0.0 | $905k | 31k | 29.00 | |
Moody's Corporation (MCO) | 0.0 | $802k | 4.1k | 195.37 | |
Wal-Mart Stores (WMT) | 0.0 | $506k | 4.6k | 110.41 | |
Eli Lilly & Co. (LLY) | 0.0 | $622k | 5.6k | 110.87 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $454k | 1.5k | 313.10 | |
Norfolk Southern (NSC) | 0.0 | $1.1M | 5.3k | 199.39 | |
General Electric Company | 0.0 | $860k | 82k | 10.50 | |
Bristol Myers Squibb (BMY) | 0.0 | $759k | 17k | 45.35 | |
Franklin Resources (BEN) | 0.0 | $464k | 13k | 34.81 | |
NetApp (NTAP) | 0.0 | $1.1M | 17k | 61.71 | |
Northrop Grumman Corporation (NOC) | 0.0 | $489k | 1.5k | 323.20 | |
Wells Fargo & Company (WFC) | 0.0 | $950k | 20k | 47.31 | |
Boston Scientific Corporation (BSX) | 0.0 | $516k | 12k | 42.99 | |
Nextera Energy (NEE) | 0.0 | $923k | 4.5k | 204.79 | |
Parker-Hannifin Corporation (PH) | 0.0 | $667k | 3.9k | 169.94 | |
Royal Dutch Shell | 0.0 | $504k | 7.7k | 65.12 | |
Target Corporation (TGT) | 0.0 | $622k | 7.2k | 86.57 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $827k | 6.5k | 127.29 | |
iShares S&P 500 Index (IVV) | 0.0 | $725k | 2.5k | 294.60 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $508k | 7.7k | 65.76 | |
Southern Company (SO) | 0.0 | $494k | 8.9k | 55.33 | |
Novo Nordisk A/S (NVO) | 0.0 | $391k | 7.7k | 51.01 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $1.1M | 14k | 80.52 | |
Toyota Motor Corporation (TM) | 0.0 | $416k | 3.4k | 123.99 | |
iShares Russell 1000 Index (IWB) | 0.0 | $559k | 3.4k | 162.88 | |
Chipotle Mexican Grill (CMG) | 0.0 | $670k | 914.00 | 733.04 | |
Celgene Corporation | 0.0 | $490k | 5.3k | 92.44 | |
Unilever (UL) | 0.0 | $706k | 11k | 61.99 | |
Rockwell Automation (ROK) | 0.0 | $737k | 4.5k | 163.78 | |
Tor Dom Bk Cad (TD) | 0.0 | $989k | 17k | 58.38 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $661k | 3.4k | 194.30 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $746k | 18k | 41.71 | |
Vanguard Value ETF (VTV) | 0.0 | $653k | 5.9k | 110.92 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $505k | 11k | 47.20 | |
Vanguard Mid-Cap ETF (VO) | 0.0 | $518k | 3.1k | 167.20 | |
Vanguard REIT ETF (VNQ) | 0.0 | $723k | 8.3k | 87.36 | |
Vanguard European ETF (VGK) | 0.0 | $1.0M | 19k | 54.89 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $752k | 6.9k | 109.30 | |
Facebook Inc cl a (META) | 0.0 | $996k | 5.2k | 192.91 | |
Mondelez Int (MDLZ) | 0.0 | $691k | 13k | 53.91 | |
Wright Express (WEX) | 0.0 | $630k | 3.0k | 208.06 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $432k | 4.7k | 91.39 | |
Walgreen Boots Alliance (WBA) | 0.0 | $955k | 18k | 54.67 | |
S&p Global (SPGI) | 0.0 | $1.2M | 5.1k | 227.71 | |
Ishares Msci Japan (EWJ) | 0.0 | $464k | 8.5k | 54.59 | |
Broadcom (AVGO) | 0.0 | $496k | 1.7k | 288.04 | |
Veoneer Incorporated | 0.0 | $745k | 43k | 17.31 | |
Dell Technologies (DELL) | 0.0 | $416k | 8.2k | 50.76 | |
BP (BP) | 0.0 | $206k | 4.9k | 41.69 | |
BlackRock (BLK) | 0.0 | $341k | 726.00 | 469.70 | |
Hartford Financial Services (HIG) | 0.0 | $233k | 4.2k | 55.61 | |
Charles Schwab Corporation (SCHW) | 0.0 | $299k | 7.4k | 40.24 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $203k | 4.6k | 44.26 | |
Waste Management (WM) | 0.0 | $265k | 2.3k | 115.57 | |
Baxter International (BAX) | 0.0 | $382k | 4.7k | 81.94 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $277k | 1.5k | 183.69 | |
Cummins (CMI) | 0.0 | $200k | 1.2k | 170.94 | |
Microchip Technology (MCHP) | 0.0 | $304k | 3.5k | 86.68 | |
Stanley Black & Decker (SWK) | 0.0 | $229k | 1.6k | 144.48 | |
Sherwin-Williams Company (SHW) | 0.0 | $240k | 523.00 | 458.89 | |
Travelers Companies (TRV) | 0.0 | $258k | 1.7k | 149.31 | |
Morgan Stanley (MS) | 0.0 | $223k | 5.1k | 43.87 | |
Cabot Corporation (CBT) | 0.0 | $371k | 7.8k | 47.73 | |
AstraZeneca (AZN) | 0.0 | $223k | 5.4k | 41.30 | |
CVS Caremark Corporation (CVS) | 0.0 | $284k | 5.2k | 54.49 | |
Thermo Fisher Scientific (TMO) | 0.0 | $303k | 1.0k | 293.32 | |
Texas Instruments Incorporated (TXN) | 0.0 | $213k | 1.9k | 114.70 | |
Canon (CAJPY) | 0.0 | $231k | 7.9k | 29.22 | |
Kellogg Company (K) | 0.0 | $329k | 6.2k | 53.50 | |
J.M. Smucker Company (SJM) | 0.0 | $280k | 2.4k | 114.99 | |
salesforce (CRM) | 0.0 | $203k | 1.3k | 151.83 | |
Brookline Ban (BRKL) | 0.0 | $231k | 15k | 15.40 | |
Oceaneering International (OII) | 0.0 | $280k | 14k | 20.36 | |
Berkshire Hills Ban (BHLB) | 0.0 | $295k | 9.4k | 31.41 | |
Nice Systems (NICE) | 0.0 | $213k | 1.6k | 136.98 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $355k | 6.4k | 55.83 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $203k | 2.6k | 78.38 | |
Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $261k | 37k | 7.05 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $357k | 4.8k | 75.16 | |
Xylem (XYL) | 0.0 | $252k | 3.0k | 83.55 | |
Ingredion Incorporated (INGR) | 0.0 | $272k | 3.3k | 82.42 | |
Duke Energy (DUK) | 0.0 | $308k | 3.5k | 88.33 | |
Versum Matls | 0.0 | $316k | 6.1k | 51.65 | |
Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $269k | 2.5k | 107.60 | |
Covia Hldgs Corp | 0.0 | $141k | 72k | 1.96 | |
Dow (DOW) | 0.0 | $223k | 4.5k | 49.30 | |
Dupont De Nemours (DD) | 0.0 | $340k | 4.5k | 75.17 |