Btim as of June 30, 2017
Portfolio Holdings for Btim
Btim holds 370 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 2.3 | $145M | 1.0M | 144.02 | |
Microsoft Corporation (MSFT) | 2.0 | $126M | 1.8M | 68.93 | |
Alphabet Inc Class C cs (GOOG) | 1.8 | $115M | 126k | 908.73 | |
Johnson & Johnson (JNJ) | 1.7 | $106M | 800k | 132.29 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $100M | 1.1M | 91.40 | |
3M Company (MMM) | 1.5 | $93M | 448k | 208.19 | |
Becton, Dickinson and (BDX) | 1.4 | $89M | 453k | 195.11 | |
Comcast Corporation (CMCSA) | 1.4 | $87M | 2.2M | 38.92 | |
Accenture (ACN) | 1.4 | $86M | 692k | 123.68 | |
Illinois Tool Works (ITW) | 1.3 | $83M | 579k | 143.25 | |
Costco Wholesale Corporation (COST) | 1.3 | $82M | 511k | 159.93 | |
Oracle Corporation (ORCL) | 1.3 | $81M | 1.6M | 50.14 | |
Aptar (ATR) | 1.3 | $80M | 916k | 86.86 | |
U.S. Bancorp (USB) | 1.2 | $78M | 1.5M | 51.92 | |
PNC Financial Services (PNC) | 1.2 | $76M | 609k | 124.87 | |
C.R. Bard | 1.2 | $75M | 237k | 316.11 | |
Nike (NKE) | 1.2 | $73M | 1.2M | 59.00 | |
Visa (V) | 1.2 | $73M | 776k | 93.78 | |
Omni (OMC) | 1.2 | $73M | 877k | 82.90 | |
Automatic Data Processing (ADP) | 1.1 | $71M | 696k | 102.46 | |
Mettler-Toledo International (MTD) | 1.1 | $68M | 116k | 588.54 | |
Pepsi (PEP) | 1.0 | $63M | 546k | 115.49 | |
Chubb (CB) | 1.0 | $62M | 429k | 145.38 | |
Union Pacific Corporation (UNP) | 1.0 | $61M | 564k | 108.91 | |
Cincinnati Financial Corporation (CINF) | 0.9 | $59M | 815k | 72.45 | |
Stryker Corporation (SYK) | 0.9 | $59M | 428k | 138.78 | |
UnitedHealth (UNH) | 0.9 | $59M | 319k | 185.42 | |
Northern Trust Corporation (NTRS) | 0.9 | $54M | 557k | 97.21 | |
Ross Stores (ROST) | 0.9 | $54M | 937k | 57.73 | |
Hubbell (HUBB) | 0.9 | $54M | 481k | 113.17 | |
United Parcel Service (UPS) | 0.8 | $51M | 462k | 110.59 | |
Waters Corporation (WAT) | 0.8 | $51M | 276k | 183.84 | |
Donaldson Company (DCI) | 0.8 | $48M | 1.1M | 45.54 | |
Cisco Systems (CSCO) | 0.8 | $47M | 1.5M | 31.30 | |
Starbucks Corporation (SBUX) | 0.8 | $47M | 801k | 58.31 | |
American Express Company (AXP) | 0.7 | $45M | 538k | 84.24 | |
Colgate-Palmolive Company (CL) | 0.7 | $45M | 601k | 74.13 | |
Medtronic (MDT) | 0.7 | $45M | 503k | 88.75 | |
Dentsply Sirona (XRAY) | 0.7 | $45M | 691k | 64.84 | |
State Street Corporation (STT) | 0.7 | $44M | 495k | 89.73 | |
Exxon Mobil Corporation (XOM) | 0.7 | $45M | 551k | 80.73 | |
PPG Industries (PPG) | 0.7 | $44M | 403k | 109.96 | |
Procter & Gamble Company (PG) | 0.7 | $43M | 497k | 87.15 | |
Eversource Energy (ES) | 0.7 | $43M | 706k | 60.71 | |
Merck & Co (MRK) | 0.7 | $41M | 647k | 64.09 | |
One Gas (OGS) | 0.7 | $41M | 586k | 69.81 | |
Berkshire Hathaway (BRK.B) | 0.7 | $41M | 239k | 169.37 | |
Consolidated Edison (ED) | 0.7 | $41M | 504k | 80.82 | |
T. Rowe Price (TROW) | 0.6 | $39M | 530k | 74.21 | |
Lincoln Electric Holdings (LECO) | 0.6 | $39M | 420k | 92.09 | |
Emerson Electric (EMR) | 0.6 | $38M | 631k | 59.62 | |
Commerce Bancshares (CBSH) | 0.6 | $36M | 641k | 56.83 | |
Chemed Corp Com Stk (CHE) | 0.6 | $36M | 178k | 204.53 | |
W.W. Grainger (GWW) | 0.6 | $34M | 190k | 180.53 | |
Eaton Vance | 0.6 | $34M | 722k | 47.32 | |
Bank of Hawaii Corporation (BOH) | 0.5 | $34M | 407k | 82.97 | |
DST Systems | 0.5 | $33M | 539k | 61.70 | |
IPG Photonics Corporation (IPGP) | 0.5 | $33M | 229k | 145.10 | |
CoreSite Realty | 0.5 | $33M | 318k | 103.53 | |
Hershey Company (HSY) | 0.5 | $32M | 299k | 107.37 | |
Dorman Products (DORM) | 0.5 | $33M | 392k | 82.77 | |
Choice Hotels International (CHH) | 0.5 | $32M | 493k | 64.25 | |
Rockwell Collins | 0.5 | $30M | 290k | 105.08 | |
ConocoPhillips (COP) | 0.5 | $31M | 695k | 43.96 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $30M | 33k | 929.67 | |
Aspen Technology | 0.5 | $30M | 541k | 55.26 | |
Church & Dwight (CHD) | 0.5 | $29M | 564k | 51.88 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.4 | $28M | 487k | 56.72 | |
Applied Industrial Technologies (AIT) | 0.4 | $27M | 456k | 59.05 | |
UniFirst Corporation (UNF) | 0.4 | $27M | 189k | 140.70 | |
UMB Financial Corporation (UMBF) | 0.4 | $26M | 341k | 74.86 | |
Ryman Hospitality Pptys (RHP) | 0.4 | $26M | 400k | 64.01 | |
General Mills (GIS) | 0.4 | $25M | 452k | 55.40 | |
Praxair | 0.4 | $25M | 189k | 132.55 | |
Toro Company (TTC) | 0.4 | $25M | 355k | 69.29 | |
Big Lots (BIGGQ) | 0.4 | $25M | 508k | 48.30 | |
Discover Financial Services (DFS) | 0.4 | $24M | 380k | 62.19 | |
Plantronics | 0.4 | $23M | 448k | 52.31 | |
Bruker Corporation (BRKR) | 0.4 | $24M | 814k | 28.84 | |
Ilg | 0.4 | $24M | 859k | 27.49 | |
PAREXEL International Corporation | 0.4 | $23M | 262k | 86.91 | |
Air Products & Chemicals (APD) | 0.4 | $23M | 161k | 143.06 | |
BB&T Corporation | 0.4 | $23M | 505k | 45.41 | |
Cheesecake Factory Incorporated (CAKE) | 0.4 | $23M | 456k | 50.30 | |
Bemis Company | 0.4 | $22M | 480k | 46.25 | |
CVS Caremark Corporation (CVS) | 0.4 | $22M | 275k | 80.46 | |
Williams-Sonoma (WSM) | 0.4 | $22M | 457k | 48.50 | |
Silgan Holdings (SLGN) | 0.4 | $23M | 710k | 31.78 | |
Valmont Industries (VMI) | 0.4 | $22M | 150k | 149.60 | |
Deere & Company (DE) | 0.3 | $22M | 177k | 123.59 | |
InterDigital (IDCC) | 0.3 | $22M | 286k | 77.30 | |
Dollar General (DG) | 0.3 | $22M | 302k | 72.09 | |
Franklin Electric (FELE) | 0.3 | $21M | 515k | 41.40 | |
Nic | 0.3 | $21M | 1.1M | 18.95 | |
Tech Data Corporation | 0.3 | $21M | 210k | 101.00 | |
Cohen & Steers (CNS) | 0.3 | $21M | 505k | 40.54 | |
New Jersey Resources Corporation (NJR) | 0.3 | $21M | 522k | 39.70 | |
Owens & Minor (OMI) | 0.3 | $20M | 634k | 32.19 | |
Flowers Foods (FLO) | 0.3 | $21M | 1.2M | 17.31 | |
Teradata Corporation (TDC) | 0.3 | $20M | 683k | 29.49 | |
Varian Medical Systems | 0.3 | $20M | 195k | 103.19 | |
Tennant Company (TNC) | 0.3 | $20M | 268k | 73.80 | |
Texas Roadhouse (TXRH) | 0.3 | $20M | 386k | 50.95 | |
NetGear (NTGR) | 0.3 | $20M | 465k | 43.10 | |
Masimo Corporation (MASI) | 0.3 | $20M | 218k | 91.18 | |
DuPont Fabros Technology | 0.3 | $20M | 325k | 61.16 | |
SYSCO Corporation (SYY) | 0.3 | $19M | 379k | 50.33 | |
Coherent | 0.3 | $19M | 85k | 224.98 | |
Hill-Rom Holdings | 0.3 | $19M | 241k | 79.61 | |
LaSalle Hotel Properties | 0.3 | $19M | 652k | 29.80 | |
priceline.com Incorporated | 0.3 | $19M | 10k | 1870.47 | |
Morningstar (MORN) | 0.3 | $19M | 237k | 78.34 | |
Tenne | 0.3 | $18M | 307k | 57.83 | |
Tanger Factory Outlet Centers (SKT) | 0.3 | $18M | 692k | 25.98 | |
McDonald's Corporation (MCD) | 0.3 | $18M | 114k | 153.16 | |
National Health Investors (NHI) | 0.3 | $17M | 219k | 79.20 | |
CVB Financial (CVBF) | 0.3 | $17M | 751k | 22.43 | |
Power Integrations (POWI) | 0.3 | $17M | 232k | 72.90 | |
Sally Beauty Holdings (SBH) | 0.3 | $17M | 826k | 20.25 | |
U.S. Physical Therapy (USPH) | 0.3 | $17M | 282k | 60.40 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.3 | $17M | 50k | 336.84 | |
Texas Capital Bancshares (TCBI) | 0.3 | $16M | 212k | 77.40 | |
Independent Bank (INDB) | 0.3 | $16M | 241k | 66.65 | |
Chevron Corporation (CVX) | 0.2 | $15M | 146k | 104.33 | |
Landstar System (LSTR) | 0.2 | $16M | 183k | 85.60 | |
Autoliv (ALV) | 0.2 | $15M | 136k | 109.80 | |
Brinker International (EAT) | 0.2 | $15M | 396k | 38.10 | |
Minerals Technologies (MTX) | 0.2 | $15M | 202k | 73.20 | |
Dril-Quip (DRQ) | 0.2 | $15M | 306k | 48.80 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $15M | 218k | 66.40 | |
Comerica Incorporated (CMA) | 0.2 | $14M | 197k | 73.24 | |
Bio-techne Corporation (TECH) | 0.2 | $14M | 121k | 117.50 | |
Hub (HUBG) | 0.2 | $14M | 364k | 38.35 | |
Sanderson Farms | 0.2 | $13M | 116k | 115.65 | |
Washington Federal (WAFD) | 0.2 | $14M | 419k | 33.20 | |
American States Water Company (AWR) | 0.2 | $14M | 292k | 47.41 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $14M | 138k | 97.51 | |
Forum Energy Technolo | 0.2 | $14M | 890k | 15.60 | |
Infinity Property and Casualty | 0.2 | $13M | 140k | 94.00 | |
ExlService Holdings (EXLS) | 0.2 | $13M | 239k | 55.58 | |
Anika Therapeutics (ANIK) | 0.2 | $13M | 262k | 49.34 | |
Gentherm (THRM) | 0.2 | $13M | 332k | 38.80 | |
Apache Corporation | 0.2 | $12M | 254k | 47.93 | |
International Flavors & Fragrances (IFF) | 0.2 | $12M | 91k | 135.00 | |
East West Ban (EWBC) | 0.2 | $13M | 217k | 58.58 | |
Nordson Corporation (NDSN) | 0.2 | $12M | 102k | 121.32 | |
Monro Muffler Brake (MNRO) | 0.2 | $13M | 304k | 41.75 | |
Lakeland Financial Corporation (LKFN) | 0.2 | $13M | 274k | 45.88 | |
Ubiquiti Networks | 0.2 | $12M | 238k | 51.97 | |
Globus Med Inc cl a (GMED) | 0.2 | $13M | 379k | 33.15 | |
Cooper Companies | 0.2 | $12M | 48k | 239.41 | |
Haemonetics Corporation (HAE) | 0.2 | $12M | 300k | 39.49 | |
FactSet Research Systems (FDS) | 0.2 | $12M | 70k | 166.17 | |
Advance Auto Parts (AAP) | 0.2 | $12M | 104k | 116.59 | |
Amdocs Ltd ord (DOX) | 0.2 | $12M | 182k | 64.46 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $12M | 92k | 125.01 | |
Oceaneering International (OII) | 0.2 | $12M | 530k | 22.84 | |
Wabtec Corporation (WAB) | 0.2 | $12M | 131k | 91.50 | |
Edwards Lifesciences (EW) | 0.2 | $11M | 94k | 118.23 | |
Whole Foods Market | 0.2 | $11M | 263k | 42.11 | |
F5 Networks (FFIV) | 0.2 | $11M | 86k | 127.06 | |
Quaker Chemical Corporation (KWR) | 0.2 | $11M | 79k | 145.22 | |
Meridian Bioscience | 0.2 | $11M | 709k | 15.75 | |
Signature Bank (SBNY) | 0.2 | $11M | 76k | 143.54 | |
American Financial (AFG) | 0.2 | $11M | 108k | 99.37 | |
Schlumberger (SLB) | 0.2 | $11M | 164k | 65.84 | |
Atrion Corporation (ATRI) | 0.2 | $11M | 17k | 643.32 | |
Ensign (ENSG) | 0.2 | $11M | 492k | 21.77 | |
Eagle Ban (EGBN) | 0.2 | $11M | 172k | 63.30 | |
Wright Express (WEX) | 0.2 | $11M | 104k | 104.28 | |
Artisan Partners (APAM) | 0.2 | $11M | 352k | 30.70 | |
Avery Dennison Corporation (AVY) | 0.2 | $10M | 115k | 88.38 | |
Diageo (DEO) | 0.2 | $9.8M | 82k | 119.84 | |
Tompkins Financial Corporation (TMP) | 0.2 | $10M | 127k | 78.72 | |
ResMed (RMD) | 0.1 | $9.1M | 117k | 77.87 | |
Herman Miller (MLKN) | 0.1 | $9.6M | 317k | 30.40 | |
Ansys (ANSS) | 0.1 | $8.7M | 72k | 121.69 | |
SEI Investments Company (SEIC) | 0.1 | $8.7M | 162k | 53.78 | |
Brown & Brown (BRO) | 0.1 | $8.5M | 198k | 43.07 | |
Horace Mann Educators Corporation (HMN) | 0.1 | $8.5M | 225k | 37.80 | |
AutoZone (AZO) | 0.1 | $8.8M | 16k | 570.46 | |
Boston Beer Company (SAM) | 0.1 | $8.7M | 66k | 132.14 | |
United Natural Foods (UNFI) | 0.1 | $9.0M | 245k | 36.70 | |
Lamar Advertising Co-a (LAMR) | 0.1 | $8.6M | 116k | 73.57 | |
Steris | 0.1 | $8.9M | 109k | 81.51 | |
Expeditors International of Washington (EXPD) | 0.1 | $7.9M | 140k | 56.48 | |
RPM International (RPM) | 0.1 | $8.2M | 150k | 54.54 | |
Everest Re Group (EG) | 0.1 | $8.2M | 32k | 254.58 | |
Tupperware Brands Corporation | 0.1 | $8.0M | 114k | 70.23 | |
Juniper Networks (JNPR) | 0.1 | $8.2M | 294k | 27.88 | |
Calgon Carbon Corporation | 0.1 | $8.3M | 548k | 15.10 | |
M&T Bank Corporation (MTB) | 0.1 | $7.3M | 45k | 161.94 | |
Core Laboratories | 0.1 | $7.6M | 75k | 101.28 | |
SVB Financial (SIVBQ) | 0.1 | $7.2M | 41k | 175.80 | |
Service Corporation International (SCI) | 0.1 | $7.5M | 225k | 33.45 | |
IDEX Corporation (IEX) | 0.1 | $7.8M | 69k | 113.00 | |
Kadant (KAI) | 0.1 | $7.6M | 101k | 75.20 | |
Camden National Corporation (CAC) | 0.1 | $7.2M | 168k | 42.91 | |
1st Source Corporation (SRCE) | 0.1 | $7.4M | 155k | 47.94 | |
Washington Trust Ban (WASH) | 0.1 | $7.7M | 148k | 51.55 | |
Technipfmc (FTI) | 0.1 | $7.8M | 285k | 27.20 | |
Nordstrom (JWN) | 0.1 | $6.8M | 142k | 47.84 | |
Cato Corporation (CATO) | 0.1 | $7.0M | 399k | 17.59 | |
W.R. Berkley Corporation (WRB) | 0.1 | $6.9M | 100k | 69.17 | |
Syntel | 0.1 | $6.6M | 391k | 16.96 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $7.1M | 65k | 109.09 | |
CorVel Corporation (CRVL) | 0.1 | $6.8M | 143k | 47.45 | |
Natural Gas Services (NGS) | 0.1 | $6.8M | 273k | 24.85 | |
Sensata Technologies Hldg Bv | 0.1 | $7.0M | 165k | 42.72 | |
Akamai Technologies (AKAM) | 0.1 | $6.2M | 124k | 49.81 | |
Helmerich & Payne (HP) | 0.1 | $6.5M | 120k | 54.34 | |
Bridge Ban | 0.1 | $6.0M | 180k | 33.30 | |
Polaris Industries (PII) | 0.1 | $5.8M | 63k | 92.22 | |
Intel Corporation (INTC) | 0.1 | $5.3M | 158k | 33.74 | |
Interpublic Group of Companies (IPG) | 0.1 | $5.7M | 233k | 24.60 | |
Berkshire Hills Ban (BHLB) | 0.1 | $5.3M | 151k | 35.15 | |
Mednax (MD) | 0.1 | $5.9M | 97k | 60.36 | |
NetApp (NTAP) | 0.1 | $4.7M | 118k | 40.05 | |
Tiffany & Co. | 0.1 | $5.3M | 56k | 93.88 | |
TJX Companies (TJX) | 0.1 | $5.1M | 71k | 72.17 | |
C.H. Robinson Worldwide (CHRW) | 0.1 | $5.0M | 73k | 68.68 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $5.0M | 57k | 87.52 | |
Te Connectivity Ltd for (TEL) | 0.1 | $4.7M | 60k | 78.66 | |
Ecolab (ECL) | 0.1 | $4.1M | 31k | 132.75 | |
General Electric Company | 0.1 | $4.3M | 161k | 27.01 | |
At&t (T) | 0.1 | $4.2M | 112k | 37.73 | |
PerkinElmer (RVTY) | 0.1 | $4.4M | 65k | 68.14 | |
Honeywell International (HON) | 0.1 | $4.1M | 31k | 133.29 | |
International Business Machines (IBM) | 0.1 | $4.6M | 30k | 153.84 | |
Edison International (EIX) | 0.1 | $4.4M | 56k | 78.19 | |
Kansas City Southern | 0.1 | $4.5M | 43k | 104.67 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $3.6M | 28k | 129.13 | |
Verizon Communications (VZ) | 0.1 | $3.6M | 81k | 44.66 | |
Novartis (NVS) | 0.1 | $3.8M | 45k | 83.46 | |
Ametek (AME) | 0.1 | $4.0M | 65k | 60.56 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $3.5M | 87k | 40.83 | |
Vanguard European ETF (VGK) | 0.1 | $3.5M | 64k | 55.13 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $4.0M | 50k | 80.05 | |
Mondelez Int (MDLZ) | 0.1 | $3.5M | 81k | 43.19 | |
Hasbro (HAS) | 0.1 | $3.2M | 28k | 111.53 | |
Moody's Corporation (MCO) | 0.1 | $3.1M | 25k | 121.70 | |
Canadian Natl Ry (CNI) | 0.1 | $3.0M | 37k | 81.05 | |
Home Depot (HD) | 0.1 | $2.9M | 19k | 153.41 | |
Pfizer (PFE) | 0.1 | $3.1M | 92k | 33.59 | |
Digital Realty Trust (DLR) | 0.1 | $2.8M | 25k | 112.95 | |
Laboratory Corp. of America Holdings | 0.1 | $2.9M | 19k | 154.11 | |
Sap (SAP) | 0.1 | $3.2M | 31k | 104.68 | |
iShares Russell 2000 Index (IWM) | 0.1 | $3.1M | 22k | 140.93 | |
Realty Income (O) | 0.1 | $3.2M | 57k | 55.17 | |
Rbc Cad (RY) | 0.1 | $3.2M | 44k | 72.52 | |
Hyatt Hotels Corporation (H) | 0.1 | $3.3M | 58k | 56.20 | |
Phillips 66 (PSX) | 0.1 | $3.2M | 39k | 82.68 | |
Vanguard S&p 500 Etf idx (VOO) | 0.1 | $3.1M | 14k | 222.09 | |
Coca-Cola Company (KO) | 0.0 | $2.3M | 52k | 44.85 | |
Abbott Laboratories (ABT) | 0.0 | $2.5M | 52k | 48.61 | |
Citrix Systems | 0.0 | $2.7M | 34k | 79.56 | |
LKQ Corporation (LKQ) | 0.0 | $2.3M | 69k | 32.94 | |
Paychex (PAYX) | 0.0 | $2.8M | 48k | 56.95 | |
Amgen (AMGN) | 0.0 | $2.7M | 15k | 172.26 | |
Qualcomm (QCOM) | 0.0 | $2.5M | 45k | 55.21 | |
Tootsie Roll Industries (TR) | 0.0 | $2.2M | 65k | 34.84 | |
Zimmer Holdings (ZBH) | 0.0 | $2.8M | 22k | 128.39 | |
Abb (ABBNY) | 0.0 | $2.4M | 96k | 24.90 | |
Smith & Nephew (SNN) | 0.0 | $2.3M | 65k | 34.85 | |
American Water Works (AWK) | 0.0 | $2.2M | 29k | 77.96 | |
Ball Corporation (BALL) | 0.0 | $2.3M | 54k | 42.23 | |
O'reilly Automotive (ORLY) | 0.0 | $2.6M | 12k | 218.77 | |
Walt Disney Company (DIS) | 0.0 | $1.9M | 18k | 106.23 | |
Host Hotels & Resorts (HST) | 0.0 | $1.8M | 100k | 18.28 | |
Sonoco Products Company (SON) | 0.0 | $1.6M | 31k | 51.42 | |
Brown-Forman Corporation (BF.B) | 0.0 | $2.0M | 40k | 48.58 | |
United Technologies Corporation | 0.0 | $1.9M | 15k | 122.12 | |
Statoil ASA | 0.0 | $2.1M | 130k | 16.53 | |
Brown-Forman Corporation (BF.A) | 0.0 | $1.6M | 32k | 49.29 | |
Clorox Company (CLX) | 0.0 | $2.0M | 15k | 133.24 | |
Fiserv (FI) | 0.0 | $1.9M | 15k | 122.36 | |
Dover Corporation (DOV) | 0.0 | $1.7M | 21k | 80.20 | |
Vanguard Short-Term Bond ETF (BSV) | 0.0 | $2.0M | 25k | 79.84 | |
Tesoro Corporation | 0.0 | $2.1M | 23k | 93.60 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $2.1M | 19k | 111.20 | |
Express Scripts Holding | 0.0 | $1.7M | 27k | 63.87 | |
Abbvie (ABBV) | 0.0 | $1.9M | 26k | 72.50 | |
Walgreen Boots Alliance (WBA) | 0.0 | $1.6M | 21k | 78.33 | |
Ishares Msci Japan (EWJ) | 0.0 | $1.7M | 33k | 53.64 | |
Equifax (EFX) | 0.0 | $1.4M | 11k | 137.46 | |
Wal-Mart Stores (WMT) | 0.0 | $1.0M | 13k | 75.69 | |
Bristol Myers Squibb (BMY) | 0.0 | $1.1M | 20k | 55.72 | |
Wells Fargo & Company (WFC) | 0.0 | $1.5M | 26k | 55.39 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $1.0M | 7.1k | 141.47 | |
Western Digital (WDC) | 0.0 | $1.5M | 17k | 88.57 | |
Lowe's Companies (LOW) | 0.0 | $962k | 12k | 77.57 | |
Gra (GGG) | 0.0 | $1.1M | 11k | 109.29 | |
Carlisle Companies (CSL) | 0.0 | $1.5M | 15k | 95.47 | |
Amphenol Corporation (APH) | 0.0 | $1.5M | 20k | 73.85 | |
Celgene Corporation | 0.0 | $1.1M | 8.6k | 129.89 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $1.4M | 28k | 50.03 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $1.0M | 23k | 44.47 | |
Vanguard REIT ETF (VNQ) | 0.0 | $1.0M | 12k | 83.26 | |
Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.0 | $1.4M | 27k | 52.68 | |
Cdk Global Inc equities | 0.0 | $1.5M | 25k | 62.07 | |
MasterCard Incorporated (MA) | 0.0 | $635k | 5.2k | 121.48 | |
Bank of America Corporation (BAC) | 0.0 | $729k | 30k | 24.26 | |
Eli Lilly & Co. (LLY) | 0.0 | $690k | 8.4k | 82.29 | |
Regeneron Pharmaceuticals (REGN) | 0.0 | $491k | 1.0k | 491.00 | |
Norfolk Southern (NSC) | 0.0 | $650k | 5.3k | 121.70 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $785k | 3.2k | 241.76 | |
Cerner Corporation | 0.0 | $498k | 7.5k | 66.43 | |
Franklin Resources (BEN) | 0.0 | $597k | 13k | 44.79 | |
Northrop Grumman Corporation (NOC) | 0.0 | $408k | 1.6k | 256.60 | |
Royal Caribbean Cruises (RCL) | 0.0 | $328k | 3.0k | 109.33 | |
V.F. Corporation (VFC) | 0.0 | $634k | 11k | 57.64 | |
Boeing Company (BA) | 0.0 | $747k | 3.8k | 197.88 | |
Boston Scientific Corporation (BSX) | 0.0 | $333k | 12k | 27.75 | |
Dow Chemical Company | 0.0 | $397k | 6.3k | 63.07 | |
Harris Corporation | 0.0 | $435k | 4.0k | 109.10 | |
Cabot Corporation (CBT) | 0.0 | $535k | 10k | 53.43 | |
E.I. du Pont de Nemours & Company | 0.0 | $598k | 7.4k | 80.68 | |
Analog Devices (ADI) | 0.0 | $324k | 4.2k | 77.81 | |
Thermo Fisher Scientific (TMO) | 0.0 | $472k | 2.7k | 174.30 | |
Berkshire Hathaway (BRK.A) | 0.0 | $764k | 3.00 | 254666.67 | |
Marsh & McLennan Companies (MMC) | 0.0 | $540k | 6.9k | 78.01 | |
Nextera Energy (NEE) | 0.0 | $602k | 4.3k | 140.10 | |
Parker-Hannifin Corporation (PH) | 0.0 | $627k | 3.9k | 159.75 | |
Royal Dutch Shell | 0.0 | $445k | 8.4k | 53.17 | |
Target Corporation (TGT) | 0.0 | $541k | 10k | 52.26 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $723k | 6.2k | 116.48 | |
iShares S&P 500 Index (IVV) | 0.0 | $662k | 2.7k | 243.47 | |
iShares MSCI EAFE Index Fund (EFA) | 0.0 | $416k | 6.4k | 65.28 | |
Biogen Idec (BIIB) | 0.0 | $753k | 2.8k | 271.45 | |
Danaher Corporation (DHR) | 0.0 | $691k | 8.2k | 84.37 | |
Patterson Companies (PDCO) | 0.0 | $324k | 6.9k | 46.96 | |
Southern Company (SO) | 0.0 | $561k | 12k | 47.90 | |
Kellogg Company (K) | 0.0 | $801k | 12k | 69.50 | |
Amazon (AMZN) | 0.0 | $839k | 867.00 | 967.70 | |
iShares Russell 1000 Index (IWB) | 0.0 | $464k | 3.4k | 135.20 | |
Chipotle Mexican Grill (CMG) | 0.0 | $369k | 888.00 | 415.54 | |
Unilever (UL) | 0.0 | $382k | 7.1k | 54.08 | |
Rockwell Automation (ROK) | 0.0 | $729k | 4.5k | 162.00 | |
Tor Dom Bk Cad (TD) | 0.0 | $585k | 12k | 50.42 | |
iShares S&P MidCap 400 Index (IJH) | 0.0 | $557k | 3.2k | 173.95 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $910k | 22k | 41.32 | |
Vanguard Value ETF (VTV) | 0.0 | $667k | 6.9k | 96.51 | |
Vanguard Total World Stock Idx (VT) | 0.0 | $328k | 4.9k | 67.63 | |
Ingredion Incorporated (INGR) | 0.0 | $358k | 3.0k | 119.33 | |
Facebook Inc cl a (META) | 0.0 | $726k | 4.8k | 151.00 | |
Duke Energy (DUK) | 0.0 | $458k | 5.5k | 83.52 | |
Ishares Msci Usa Quality Facto invalid (QUAL) | 0.0 | $352k | 4.7k | 74.47 | |
Wec Energy Group (WEC) | 0.0 | $872k | 14k | 61.36 | |
Broad | 0.0 | $420k | 1.8k | 233.20 | |
S&p Global (SPGI) | 0.0 | $671k | 4.6k | 146.09 | |
Dell Technologies Inc Class V equity | 0.0 | $834k | 14k | 61.11 | |
Versum Matls | 0.0 | $786k | 24k | 32.49 | |
Varex Imaging (VREX) | 0.0 | $474k | 14k | 33.83 | |
Hartford Financial Services (HIG) | 0.0 | $217k | 4.1k | 52.56 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $234k | 4.6k | 51.01 | |
Baxter International (BAX) | 0.0 | $242k | 4.0k | 60.65 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $297k | 2.3k | 128.68 | |
Microchip Technology (MCHP) | 0.0 | $270k | 3.5k | 77.14 | |
Travelers Companies (TRV) | 0.0 | $227k | 1.8k | 126.46 | |
Supervalu | 0.0 | $132k | 40k | 3.30 | |
McKesson Corporation (MCK) | 0.0 | $243k | 1.5k | 164.63 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $229k | 3.9k | 59.30 | |
Gilead Sciences (GILD) | 0.0 | $240k | 3.4k | 70.69 | |
Henry Schein (HSIC) | 0.0 | $261k | 1.4k | 183.16 | |
J.M. Smucker Company (SJM) | 0.0 | $255k | 2.2k | 118.27 | |
Estee Lauder Companies (EL) | 0.0 | $306k | 3.2k | 95.86 | |
Brookline Ban (BRKL) | 0.0 | $146k | 10k | 14.60 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $287k | 1.5k | 191.97 | |
Zoetis Inc Cl A (ZTS) | 0.0 | $237k | 3.8k | 62.37 | |
Kraft Heinz (KHC) | 0.0 | $261k | 3.1k | 85.57 |