Btim as of March 31, 2017
Portfolio Holdings for Btim
Btim holds 351 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.2 | $139M | 969k | 143.66 | |
Microsoft Corporation (MSFT) | 1.9 | $119M | 1.8M | 65.86 | |
Johnson & Johnson (JNJ) | 1.5 | $99M | 794k | 124.55 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $92M | 1.0M | 87.84 | |
Alphabet Inc Class C cs (GOOG) | 1.4 | $88M | 106k | 829.56 | |
Costco Wholesale Corporation (COST) | 1.3 | $86M | 512k | 167.69 | |
C.R. Bard | 1.3 | $85M | 343k | 248.54 | |
Accenture (ACN) | 1.3 | $85M | 710k | 119.88 | |
Comcast Corporation (CMCSA) | 1.3 | $83M | 2.2M | 37.59 | |
Becton, Dickinson and (BDX) | 1.3 | $83M | 452k | 183.44 | |
3M Company (MMM) | 1.3 | $82M | 431k | 191.33 | |
Illinois Tool Works (ITW) | 1.2 | $77M | 584k | 132.47 | |
W.W. Grainger (GWW) | 1.2 | $77M | 332k | 232.76 | |
U.S. Bancorp (USB) | 1.2 | $75M | 1.5M | 51.50 | |
Omni (OMC) | 1.2 | $75M | 873k | 86.21 | |
Aptar (ATR) | 1.1 | $74M | 962k | 76.99 | |
Nike (NKE) | 1.1 | $73M | 1.3M | 55.73 | |
PNC Financial Services (PNC) | 1.1 | $72M | 595k | 120.24 | |
Automatic Data Processing (ADP) | 1.1 | $71M | 690k | 102.39 | |
Oracle Corporation (ORCL) | 1.1 | $70M | 1.6M | 44.61 | |
Visa (V) | 1.1 | $68M | 766k | 88.87 | |
Ross Stores (ROST) | 1.0 | $64M | 968k | 65.87 | |
Pepsi (PEP) | 0.9 | $61M | 545k | 111.86 | |
Union Pacific Corporation (UNP) | 0.9 | $59M | 555k | 105.92 | |
Cincinnati Financial Corporation (CINF) | 0.9 | $59M | 815k | 72.27 | |
Chubb (CB) | 0.9 | $58M | 428k | 136.25 | |
Mettler-Toledo International (MTD) | 0.9 | $56M | 117k | 478.91 | |
Stryker Corporation (SYK) | 0.9 | $56M | 423k | 131.65 | |
United Parcel Service (UPS) | 0.8 | $51M | 471k | 107.30 | |
Cisco Systems (CSCO) | 0.8 | $50M | 1.5M | 33.80 | |
UnitedHealth (UNH) | 0.8 | $50M | 306k | 164.01 | |
T. Rowe Price (TROW) | 0.8 | $49M | 718k | 68.15 | |
One Gas (OGS) | 0.7 | $47M | 699k | 67.60 | |
Exxon Mobil Corporation (XOM) | 0.7 | $47M | 571k | 82.01 | |
Donaldson Company (DCI) | 0.7 | $47M | 1.0M | 45.52 | |
Procter & Gamble Company (PG) | 0.7 | $46M | 515k | 89.85 | |
Hubbell (HUBB) | 0.7 | $45M | 376k | 120.05 | |
IPG Photonics Corporation (IPGP) | 0.7 | $44M | 365k | 120.70 | |
American Express Company (AXP) | 0.7 | $43M | 548k | 79.11 | |
Waters Corporation (WAT) | 0.7 | $43M | 274k | 156.31 | |
Colgate-Palmolive Company (CL) | 0.7 | $43M | 588k | 73.19 | |
Bank of Hawaii Corporation (BOH) | 0.6 | $41M | 499k | 82.36 | |
Commerce Bancshares (CBSH) | 0.6 | $41M | 734k | 56.16 | |
Lincoln Electric Holdings (LECO) | 0.6 | $41M | 469k | 86.86 | |
Northern Trust Corporation (NTRS) | 0.6 | $40M | 458k | 86.58 | |
Medtronic (MDT) | 0.6 | $40M | 494k | 80.56 | |
State Street Corporation (STT) | 0.6 | $39M | 488k | 79.61 | |
DST Systems | 0.6 | $39M | 320k | 122.50 | |
Starbucks Corporation (SBUX) | 0.6 | $39M | 671k | 58.39 | |
Eaton Vance | 0.6 | $39M | 864k | 44.96 | |
Chemed Corp Com Stk (CHE) | 0.6 | $40M | 216k | 182.69 | |
Dorman Products (DORM) | 0.6 | $39M | 479k | 82.13 | |
Merck & Co (MRK) | 0.6 | $38M | 596k | 63.54 | |
Choice Hotels International (CHH) | 0.6 | $38M | 606k | 62.60 | |
Aspen Technology | 0.6 | $38M | 648k | 58.92 | |
Berkshire Hathaway (BRK.B) | 0.6 | $38M | 225k | 166.68 | |
Emerson Electric (EMR) | 0.6 | $37M | 625k | 59.86 | |
PPG Industries (PPG) | 0.6 | $36M | 341k | 105.08 | |
Applied Industrial Technologies (AIT) | 0.5 | $35M | 559k | 61.85 | |
CoreSite Realty | 0.5 | $34M | 382k | 90.05 | |
Consolidated Edison (ED) | 0.5 | $34M | 439k | 77.66 | |
ConocoPhillips (COP) | 0.5 | $34M | 688k | 49.87 | |
Eversource Energy (ES) | 0.5 | $34M | 579k | 58.78 | |
Masimo Corporation (MASI) | 0.5 | $33M | 350k | 93.26 | |
Coherent | 0.5 | $32M | 156k | 205.64 | |
UniFirst Corporation (UNF) | 0.5 | $32M | 229k | 141.45 | |
Minerals Technologies (MTX) | 0.5 | $31M | 406k | 76.60 | |
UMB Financial Corporation (UMBF) | 0.5 | $31M | 411k | 75.31 | |
Rockwell Collins | 0.5 | $30M | 312k | 97.16 | |
Hershey Company (HSY) | 0.5 | $30M | 278k | 109.25 | |
Big Lots (BIGGQ) | 0.5 | $30M | 614k | 48.68 | |
InterDigital (IDCC) | 0.5 | $30M | 351k | 86.30 | |
Plantronics | 0.5 | $30M | 549k | 54.11 | |
Williams-Sonoma (WSM) | 0.5 | $30M | 550k | 53.62 | |
Cheesecake Factory Incorporated (CAKE) | 0.5 | $30M | 466k | 63.36 | |
Toro Company (TTC) | 0.4 | $29M | 457k | 62.46 | |
Dentsply Sirona (XRAY) | 0.4 | $29M | 457k | 62.44 | |
Franklin Electric (FELE) | 0.4 | $28M | 639k | 43.05 | |
Bemis Company | 0.4 | $28M | 562k | 48.86 | |
Church & Dwight (CHD) | 0.4 | $28M | 558k | 49.87 | |
Tanger Factory Outlet Centers (SKT) | 0.4 | $28M | 847k | 32.77 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $28M | 33k | 847.79 | |
Verizon Communications (VZ) | 0.4 | $27M | 551k | 48.75 | |
Nordson Corporation (NDSN) | 0.4 | $27M | 222k | 122.84 | |
Owens & Minor (OMI) | 0.4 | $27M | 785k | 34.60 | |
DuPont Fabros Technology | 0.4 | $27M | 537k | 49.59 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.4 | $26M | 477k | 55.30 | |
General Mills (GIS) | 0.4 | $27M | 449k | 59.01 | |
Discover Financial Services (DFS) | 0.4 | $26M | 377k | 68.39 | |
Teradata Corporation (TDC) | 0.4 | $26M | 832k | 31.12 | |
Silgan Holdings (SLGN) | 0.4 | $25M | 428k | 59.36 | |
Valmont Industries (VMI) | 0.4 | $25M | 164k | 155.50 | |
Hub (HUBG) | 0.4 | $25M | 546k | 46.40 | |
Bruker Corporation (BRKR) | 0.4 | $25M | 1.1M | 23.33 | |
New Jersey Resources Corporation (NJR) | 0.4 | $25M | 628k | 39.60 | |
Tennant Company (TNC) | 0.4 | $25M | 347k | 72.65 | |
Cohen & Steers (CNS) | 0.4 | $25M | 614k | 39.97 | |
Ryman Hospitality Pptys (RHP) | 0.4 | $24M | 392k | 61.83 | |
LaSalle Hotel Properties | 0.4 | $24M | 830k | 28.95 | |
Tech Data Corporation | 0.4 | $24M | 255k | 93.90 | |
Tenne | 0.4 | $23M | 373k | 62.42 | |
NetGear (NTGR) | 0.4 | $23M | 468k | 49.55 | |
CVS Caremark Corporation (CVS) | 0.3 | $22M | 284k | 78.50 | |
Praxair | 0.3 | $22M | 187k | 118.60 | |
Advance Auto Parts (AAP) | 0.3 | $22M | 151k | 148.26 | |
Forum Energy Technolo | 0.3 | $22M | 1.1M | 20.70 | |
Ilg | 0.3 | $22M | 1.1M | 20.96 | |
Air Products & Chemicals (APD) | 0.3 | $22M | 160k | 135.29 | |
Flowers Foods (FLO) | 0.3 | $22M | 1.1M | 19.41 | |
BB&T Corporation | 0.3 | $21M | 468k | 44.70 | |
Texas Capital Bancshares (TCBI) | 0.3 | $22M | 257k | 83.45 | |
SYSCO Corporation (SYY) | 0.3 | $20M | 393k | 51.92 | |
Landstar System (LSTR) | 0.3 | $20M | 237k | 85.65 | |
Brinker International (EAT) | 0.3 | $21M | 473k | 43.96 | |
Sally Beauty Holdings (SBH) | 0.3 | $21M | 1.0M | 20.44 | |
Texas Roadhouse (TXRH) | 0.3 | $21M | 462k | 44.53 | |
Independent Bank (INDB) | 0.3 | $20M | 312k | 65.00 | |
Dollar General (DG) | 0.3 | $20M | 291k | 69.73 | |
CVB Financial (CVBF) | 0.3 | $20M | 905k | 22.09 | |
Power Integrations (POWI) | 0.3 | $20M | 301k | 65.75 | |
PAREXEL International Corporation | 0.3 | $20M | 314k | 63.11 | |
Deere & Company (DE) | 0.3 | $20M | 184k | 108.86 | |
Oceaneering International (OII) | 0.3 | $20M | 740k | 27.08 | |
U.S. Physical Therapy (USPH) | 0.3 | $19M | 294k | 65.30 | |
National Health Investors (NHI) | 0.3 | $19M | 261k | 72.63 | |
Dril-Quip (DRQ) | 0.3 | $19M | 341k | 54.55 | |
Nic | 0.3 | $19M | 925k | 20.20 | |
Washington Federal (WAFD) | 0.3 | $18M | 540k | 33.10 | |
Varian Medical Systems | 0.3 | $17M | 190k | 91.13 | |
Infinity Property and Casualty | 0.3 | $17M | 182k | 95.50 | |
priceline.com Incorporated | 0.3 | $17M | 9.3k | 1780.02 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $17M | 51k | 327.32 | |
Haemonetics Corporation (HAE) | 0.2 | $16M | 389k | 40.57 | |
McDonald's Corporation (MCD) | 0.2 | $16M | 120k | 129.61 | |
Chevron Corporation (CVX) | 0.2 | $15M | 144k | 107.37 | |
Sanderson Farms | 0.2 | $15M | 145k | 103.84 | |
Air Methods Corporation | 0.2 | $15M | 358k | 43.00 | |
American States Water Company (AWR) | 0.2 | $15M | 347k | 44.30 | |
Ubiquiti Networks | 0.2 | $16M | 308k | 50.26 | |
Gentherm (THRM) | 0.2 | $15M | 388k | 39.25 | |
Hill-Rom Holdings | 0.2 | $15M | 212k | 70.60 | |
ExlService Holdings (EXLS) | 0.2 | $15M | 312k | 47.36 | |
Anika Therapeutics (ANIK) | 0.2 | $15M | 341k | 43.44 | |
Globus Med Inc cl a (GMED) | 0.2 | $15M | 495k | 29.62 | |
Artisan Partners (APAM) | 0.2 | $15M | 540k | 27.60 | |
Autoliv (ALV) | 0.2 | $14M | 138k | 102.26 | |
Morningstar (MORN) | 0.2 | $14M | 182k | 78.60 | |
Calgon Carbon Corporation | 0.2 | $14M | 975k | 14.60 | |
Wright Express (WEX) | 0.2 | $14M | 135k | 103.50 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $13M | 223k | 59.52 | |
Comerica Incorporated (CMA) | 0.2 | $14M | 197k | 68.58 | |
Schlumberger (SLB) | 0.2 | $13M | 172k | 78.10 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $13M | 138k | 97.54 | |
United Natural Foods (UNFI) | 0.2 | $14M | 314k | 43.23 | |
Quaker Chemical Corporation (KWR) | 0.2 | $13M | 102k | 131.65 | |
Eagle Ban (EGBN) | 0.2 | $13M | 223k | 59.70 | |
Lakeland Financial Corporation (LKFN) | 0.2 | $13M | 312k | 43.12 | |
Herman Miller (MLKN) | 0.2 | $13M | 411k | 31.55 | |
Meridian Bioscience | 0.2 | $13M | 936k | 13.80 | |
Bio-techne Corporation (TECH) | 0.2 | $13M | 123k | 101.65 | |
Apache Corporation | 0.2 | $13M | 242k | 51.39 | |
Horace Mann Educators Corporation (HMN) | 0.2 | $12M | 294k | 41.05 | |
Boston Beer Company (SAM) | 0.2 | $12M | 86k | 144.65 | |
Trustmark Corporation (TRMK) | 0.2 | $12M | 388k | 31.79 | |
Ensign (ENSG) | 0.2 | $12M | 645k | 18.80 | |
International Flavors & Fragrances (IFF) | 0.2 | $12M | 89k | 132.53 | |
Tupperware Brands Corporation | 0.2 | $11M | 180k | 62.72 | |
F5 Networks (FFIV) | 0.2 | $12M | 83k | 142.57 | |
Signature Bank (SBNY) | 0.2 | $11M | 73k | 148.39 | |
AutoZone (AZO) | 0.2 | $11M | 16k | 723.07 | |
East West Ban (EWBC) | 0.2 | $11M | 208k | 51.61 | |
Tompkins Financial Corporation (TMP) | 0.2 | $11M | 135k | 80.55 | |
Chart Industries (GTLS) | 0.2 | $11M | 319k | 34.94 | |
American Financial (AFG) | 0.2 | $10M | 105k | 95.42 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $10M | 89k | 111.44 | |
Atrion Corporation (ATRI) | 0.2 | $10M | 22k | 468.20 | |
Amdocs Ltd ord (DOX) | 0.1 | $9.9M | 162k | 60.99 | |
Wabtec Corporation (WAB) | 0.1 | $9.7M | 125k | 78.00 | |
Natural Gas Services (NGS) | 0.1 | $9.3M | 358k | 26.05 | |
1st Source Corporation (SRCE) | 0.1 | $9.5M | 202k | 46.95 | |
Washington Trust Ban (WASH) | 0.1 | $9.5M | 193k | 49.30 | |
Core Laboratories | 0.1 | $8.9M | 77k | 115.52 | |
Edwards Lifesciences (EW) | 0.1 | $8.9M | 94k | 94.08 | |
Avery Dennison Corporation (AVY) | 0.1 | $9.0M | 112k | 80.59 | |
Cooper Companies | 0.1 | $9.3M | 46k | 199.88 | |
Diageo (DEO) | 0.1 | $9.2M | 79k | 115.57 | |
Genesee & Wyoming | 0.1 | $9.2M | 136k | 67.86 | |
ResMed (RMD) | 0.1 | $8.1M | 112k | 71.97 | |
Brown & Brown (BRO) | 0.1 | $8.0M | 192k | 41.72 | |
FactSet Research Systems (FDS) | 0.1 | $8.0M | 49k | 164.90 | |
Syntel | 0.1 | $8.6M | 513k | 16.83 | |
CorVel Corporation (CRVL) | 0.1 | $8.1M | 187k | 43.50 | |
Technipfmc (FTI) | 0.1 | $8.5M | 260k | 32.50 | |
Expeditors International of Washington (EXPD) | 0.1 | $7.6M | 135k | 56.49 | |
Whole Foods Market | 0.1 | $7.8M | 263k | 29.72 | |
Juniper Networks (JNPR) | 0.1 | $7.8M | 280k | 27.83 | |
Lamar Advertising Co-a (LAMR) | 0.1 | $7.8M | 105k | 74.75 | |
M&T Bank Corporation (MTB) | 0.1 | $7.0M | 45k | 154.72 | |
SVB Financial (SIVBQ) | 0.1 | $7.3M | 39k | 186.08 | |
Everest Re Group (EG) | 0.1 | $7.2M | 31k | 233.83 | |
W.R. Berkley Corporation (WRB) | 0.1 | $6.8M | 96k | 70.63 | |
Service Corporation International (SCI) | 0.1 | $6.8M | 222k | 30.88 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $6.9M | 89k | 77.29 | |
Berkshire Hills Ban (BHLB) | 0.1 | $7.0M | 193k | 36.05 | |
Sensata Technologies Hldg Bv | 0.1 | $7.0M | 159k | 43.67 | |
Western Union Company (WU) | 0.1 | $6.7M | 331k | 20.35 | |
SEI Investments Company (SEIC) | 0.1 | $6.2M | 123k | 50.44 | |
Nordstrom (JWN) | 0.1 | $6.4M | 137k | 46.57 | |
Helmerich & Payne (HP) | 0.1 | $6.7M | 100k | 66.57 | |
IDEX Corporation (IEX) | 0.1 | $6.2M | 67k | 93.50 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $6.7M | 65k | 102.65 | |
Mednax (MD) | 0.1 | $6.5M | 94k | 69.38 | |
Dhi (DHX) | 0.1 | $6.3M | 1.6M | 3.95 | |
Steris | 0.1 | $6.5M | 94k | 69.45 | |
Intel Corporation (INTC) | 0.1 | $5.6M | 156k | 36.07 | |
International Business Machines (IBM) | 0.1 | $5.5M | 32k | 174.15 | |
TJX Companies (TJX) | 0.1 | $5.9M | 75k | 79.07 | |
Polaris Industries (PII) | 0.1 | $5.1M | 61k | 83.79 | |
Tiffany & Co. | 0.1 | $5.2M | 54k | 95.31 | |
Akamai Technologies (AKAM) | 0.1 | $5.2M | 87k | 59.71 | |
Moody's Corporation (MCO) | 0.1 | $4.8M | 43k | 112.05 | |
General Electric Company | 0.1 | $4.6M | 155k | 29.80 | |
At&t (T) | 0.1 | $4.4M | 107k | 41.55 | |
NetApp (NTAP) | 0.1 | $4.7M | 113k | 41.86 | |
Edison International (EIX) | 0.1 | $4.4M | 56k | 79.62 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $4.8M | 56k | 86.38 | |
Ecolab (ECL) | 0.1 | $3.7M | 30k | 125.33 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $3.6M | 28k | 131.65 | |
Honeywell International (HON) | 0.1 | $3.8M | 30k | 124.88 | |
Kansas City Southern | 0.1 | $3.7M | 43k | 85.74 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.0M | 50k | 79.75 | |
Pfizer (PFE) | 0.1 | $3.1M | 90k | 34.21 | |
Novartis (NVS) | 0.1 | $3.3M | 44k | 74.28 | |
Sap (SAP) | 0.1 | $3.0M | 31k | 98.18 | |
Mead Johnson Nutrition | 0.1 | $3.1M | 35k | 89.09 | |
Ametek (AME) | 0.1 | $3.4M | 64k | 54.07 | |
Rbc Cad (RY) | 0.1 | $3.2M | 44k | 72.91 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $3.3M | 83k | 39.72 | |
Vanguard European ETF (VGK) | 0.1 | $3.2M | 62k | 51.56 | |
Te Connectivity Ltd for (TEL) | 0.1 | $3.2M | 43k | 74.56 | |
Phillips 66 (PSX) | 0.1 | $3.2M | 41k | 79.21 | |
Mondelez Int (MDLZ) | 0.1 | $3.5M | 81k | 43.08 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $2.9M | 14k | 216.33 | |
Hasbro (HAS) | 0.0 | $2.8M | 28k | 99.80 | |
Canadian Natl Ry (CNI) | 0.0 | $2.8M | 37k | 73.94 | |
Home Depot (HD) | 0.0 | $2.7M | 19k | 146.83 | |
Abbott Laboratories (ABT) | 0.0 | $2.7M | 61k | 44.40 | |
Citrix Systems | 0.0 | $2.8M | 33k | 83.37 | |
Digital Realty Trust (DLR) | 0.0 | $2.7M | 25k | 106.36 | |
Paychex (PAYX) | 0.0 | $2.8M | 48k | 58.89 | |
Laboratory Corp. of America Holdings | 0.0 | $2.7M | 19k | 143.47 | |
Amgen (AMGN) | 0.0 | $2.4M | 15k | 164.09 | |
Qualcomm (QCOM) | 0.0 | $2.2M | 39k | 57.34 | |
Tootsie Roll Industries (TR) | 0.0 | $2.6M | 70k | 37.34 | |
Realty Income (O) | 0.0 | $2.3M | 38k | 59.52 | |
O'reilly Automotive (ORLY) | 0.0 | $2.3M | 8.5k | 269.83 | |
Express Scripts Holding | 0.0 | $2.6M | 39k | 65.92 | |
Coca-Cola Company (KO) | 0.0 | $2.1M | 49k | 42.44 | |
Walt Disney Company (DIS) | 0.0 | $1.9M | 17k | 113.37 | |
Host Hotels & Resorts (HST) | 0.0 | $1.9M | 102k | 18.67 | |
LKQ Corporation (LKQ) | 0.0 | $1.9M | 64k | 29.28 | |
Sonoco Products Company (SON) | 0.0 | $1.6M | 31k | 52.90 | |
Brown-Forman Corporation (BF.B) | 0.0 | $1.8M | 39k | 46.16 | |
Statoil ASA | 0.0 | $2.2M | 130k | 17.19 | |
Clorox Company (CLX) | 0.0 | $2.1M | 15k | 134.84 | |
Fiserv (FI) | 0.0 | $1.7M | 15k | 115.29 | |
Carlisle Companies (CSL) | 0.0 | $1.6M | 15k | 106.41 | |
Tesoro Corporation | 0.0 | $1.8M | 22k | 81.09 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $1.9M | 19k | 98.13 | |
Abb (ABBNY) | 0.0 | $2.2M | 96k | 23.40 | |
Smith & Nephew (SNN) | 0.0 | $1.9M | 63k | 30.94 | |
Hyatt Hotels Corporation (H) | 0.0 | $2.2M | 40k | 53.96 | |
American Water Works (AWK) | 0.0 | $2.2M | 29k | 77.75 | |
Ball Corporation (BALL) | 0.0 | $2.1M | 29k | 74.27 | |
Walgreen Boots Alliance (WBA) | 0.0 | $1.7M | 21k | 83.06 | |
Ishares Msci Japan (EWJ) | 0.0 | $1.6M | 32k | 51.49 | |
Equifax (EFX) | 0.0 | $1.4M | 11k | 136.84 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.6M | 65k | 23.91 | |
Wal-Mart Stores (WMT) | 0.0 | $1.5M | 21k | 72.08 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 20k | 54.39 | |
Franklin Resources (BEN) | 0.0 | $1.5M | 35k | 42.14 | |
Wells Fargo & Company (WFC) | 0.0 | $1.3M | 23k | 55.64 | |
Western Digital (WDC) | 0.0 | $1.4M | 17k | 82.56 | |
United Technologies Corporation | 0.0 | $1.5M | 14k | 112.18 | |
Brown-Forman Corporation (BF.A) | 0.0 | $1.5M | 32k | 47.07 | |
Lowe's Companies (LOW) | 0.0 | $1.0M | 12k | 82.22 | |
Dover Corporation (DOV) | 0.0 | $1.4M | 18k | 80.38 | |
Gra (GGG) | 0.0 | $1.0M | 11k | 94.18 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $1.4M | 17k | 79.71 | |
Amphenol Corporation (APH) | 0.0 | $1.4M | 20k | 71.15 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $1.3M | 28k | 47.84 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $1.1M | 24k | 44.69 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.4M | 27k | 52.53 | |
Abbvie (ABBV) | 0.0 | $1.5M | 22k | 65.16 | |
Dell Technologies Inc Class V equity | 0.0 | $1.5M | 23k | 64.07 | |
Versum Matls | 0.0 | $1.3M | 42k | 30.60 | |
MasterCard Incorporated (MA) | 0.0 | $430k | 3.8k | 112.36 | |
Bank of America Corporation (BAC) | 0.0 | $515k | 22k | 23.60 | |
Eli Lilly & Co. (LLY) | 0.0 | $655k | 7.8k | 84.17 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $388k | 1.0k | 388.00 | |
Norfolk Southern (NSC) | 0.0 | $368k | 3.3k | 111.85 | |
Northrop Grumman Corporation (NOC) | 0.0 | $378k | 1.6k | 237.74 | |
V.F. Corporation (VFC) | 0.0 | $451k | 8.2k | 55.00 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $872k | 6.7k | 130.19 | |
Boeing Company (BA) | 0.0 | $668k | 3.8k | 176.95 | |
Dow Chemical Company | 0.0 | $437k | 6.9k | 63.54 | |
E.I. du Pont de Nemours & Company | 0.0 | $419k | 5.2k | 80.39 | |
Analog Devices (ADI) | 0.0 | $341k | 4.2k | 81.89 | |
Thermo Fisher Scientific (TMO) | 0.0 | $427k | 2.8k | 153.43 | |
Berkshire Hathaway (BRK.A) | 0.0 | $750k | 3.00 | 250000.00 | |
Marsh & McLennan Companies (MMC) | 0.0 | $511k | 6.9k | 73.82 | |
Nextera Energy (NEE) | 0.0 | $385k | 3.0k | 128.46 | |
Parker-Hannifin Corporation (PH) | 0.0 | $389k | 2.4k | 160.41 | |
Royal Dutch Shell | 0.0 | $396k | 7.5k | 52.67 | |
Target Corporation (TGT) | 0.0 | $567k | 10k | 55.18 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $510k | 4.4k | 115.02 | |
Biogen Idec (BIIB) | 0.0 | $743k | 2.7k | 273.26 | |
Danaher Corporation (DHR) | 0.0 | $535k | 6.3k | 85.46 | |
Southern Company (SO) | 0.0 | $483k | 9.7k | 49.82 | |
Kellogg Company (K) | 0.0 | $866k | 12k | 72.62 | |
Amazon (AMZN) | 0.0 | $582k | 656.00 | 887.20 | |
iShares Russell 1000 Index (IWB) | 0.0 | $450k | 3.4k | 131.12 | |
Chipotle Mexican Grill (CMG) | 0.0 | $454k | 1.0k | 445.53 | |
Celgene Corporation | 0.0 | $771k | 6.2k | 124.44 | |
Unilever (UL) | 0.0 | $342k | 6.9k | 49.30 | |
Rockwell Automation (ROK) | 0.0 | $701k | 4.5k | 155.78 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $471k | 2.8k | 171.15 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $686k | 18k | 39.28 | |
Vanguard Value ETF (VTV) | 0.0 | $653k | 6.8k | 95.37 | |
Vanguard REIT ETF (VNQ) | 0.0 | $725k | 8.8k | 82.62 | |
Ingredion Incorporated (INGR) | 0.0 | $422k | 3.5k | 120.57 | |
Facebook Inc cl a (META) | 0.0 | $505k | 3.6k | 142.01 | |
Duke Energy (DUK) | 0.0 | $357k | 4.4k | 82.05 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $344k | 4.7k | 72.77 | |
Wec Energy Group (WEC) | 0.0 | $794k | 13k | 60.57 | |
Varex Imaging (VREX) | 0.0 | $550k | 16k | 33.62 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $219k | 4.6k | 47.23 | |
Baxter International (BAX) | 0.0 | $207k | 4.0k | 51.88 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $296k | 1.3k | 235.48 | |
Cerner Corporation | 0.0 | $306k | 5.2k | 58.85 | |
Supervalu | 0.0 | $221k | 57k | 3.85 | |
McKesson Corporation (MCK) | 0.0 | $219k | 1.5k | 148.37 | |
Baker Hughes Incorporated | 0.0 | $210k | 3.5k | 59.74 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $204k | 3.9k | 52.82 | |
iShares S&P 500 Index (IVV) | 0.0 | $313k | 1.3k | 237.12 | |
Patterson Companies (PDCO) | 0.0 | $312k | 6.9k | 45.22 | |
Henry Schein (HSIC) | 0.0 | $242k | 1.4k | 169.82 | |
Brookline Ban (BRKL) | 0.0 | $156k | 10k | 15.60 | |
Kraft Heinz (KHC) | 0.0 | $277k | 3.1k | 90.82 | |
Broad | 0.0 | $219k | 1.0k | 218.78 | |
Adient (ADNT) | 0.0 | $220k | 3.0k | 72.98 |