Burney Co/ as of Dec. 31, 2017
Portfolio Holdings for Burney Co/
Burney Co/ holds 438 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 3.1 | $55M | 327k | 169.23 | |
Harris Corporation | 2.0 | $35M | 249k | 141.65 | |
Discover Financial Services (DFS) | 1.9 | $34M | 446k | 76.92 | |
UnitedHealth (UNH) | 1.8 | $32M | 147k | 220.46 | |
Verizon Communications (VZ) | 1.6 | $28M | 525k | 52.93 | |
3M Company (MMM) | 1.5 | $26M | 110k | 235.37 | |
Valero Energy Corporation (VLO) | 1.4 | $26M | 277k | 91.91 | |
Reinsurance Group of America (RGA) | 1.4 | $25M | 161k | 155.93 | |
Raytheon Company | 1.4 | $25M | 132k | 187.85 | |
Tyson Foods (TSN) | 1.4 | $24M | 299k | 81.07 | |
Aetna | 1.4 | $24M | 133k | 180.39 | |
Oracle Corporation (ORCL) | 1.2 | $22M | 464k | 47.28 | |
Exxon Mobil Corporation (XOM) | 1.2 | $21M | 250k | 83.64 | |
Comcast Corporation (CMCSA) | 1.1 | $20M | 507k | 40.05 | |
United Technologies Corporation | 1.1 | $20M | 157k | 127.57 | |
Accenture (ACN) | 1.0 | $18M | 120k | 153.09 | |
United Therapeutics Corporation (UTHR) | 1.0 | $18M | 120k | 147.95 | |
Ingredion Incorporated (INGR) | 1.0 | $18M | 127k | 139.80 | |
TJX Companies (TJX) | 1.0 | $17M | 226k | 76.46 | |
Lam Research Corporation (LRCX) | 1.0 | $17M | 93k | 184.07 | |
Raymond James Financial (RJF) | 1.0 | $17M | 192k | 89.30 | |
Alphabet Inc Class A cs (GOOGL) | 0.9 | $17M | 16k | 1053.42 | |
Whirlpool Corporation (WHR) | 0.9 | $16M | 94k | 168.64 | |
AutoZone (AZO) | 0.9 | $16M | 22k | 711.37 | |
Microsoft Corporation (MSFT) | 0.9 | $16M | 185k | 85.54 | |
Lowe's Companies (LOW) | 0.9 | $16M | 167k | 92.94 | |
Abbvie (ABBV) | 0.9 | $16M | 162k | 96.71 | |
Dover Corporation (DOV) | 0.9 | $15M | 153k | 100.99 | |
Walt Disney Company (DIS) | 0.9 | $15M | 142k | 107.51 | |
NewMarket Corporation (NEU) | 0.9 | $15M | 38k | 397.39 | |
Deere & Company (DE) | 0.8 | $15M | 94k | 156.51 | |
AFLAC Incorporated (AFL) | 0.8 | $15M | 165k | 87.78 | |
Parker-Hannifin Corporation (PH) | 0.8 | $15M | 73k | 199.58 | |
Eastman Chemical Company (EMN) | 0.8 | $14M | 149k | 92.64 | |
Procter & Gamble Company (PG) | 0.8 | $14M | 148k | 91.88 | |
Aaron's | 0.8 | $14M | 340k | 39.85 | |
Biogen Idec (BIIB) | 0.7 | $13M | 41k | 318.56 | |
CACI International (CACI) | 0.7 | $13M | 98k | 132.35 | |
Eli Lilly & Co. (LLY) | 0.7 | $13M | 148k | 84.46 | |
Cirrus Logic (CRUS) | 0.7 | $12M | 238k | 51.86 | |
DST Systems | 0.7 | $12M | 198k | 62.07 | |
McKesson Corporation (MCK) | 0.7 | $12M | 75k | 155.95 | |
Boeing Company (BA) | 0.7 | $11M | 39k | 294.90 | |
Deluxe Corporation (DLX) | 0.6 | $11M | 147k | 76.84 | |
Pepsi (PEP) | 0.6 | $11M | 93k | 119.92 | |
Citigroup (C) | 0.6 | $11M | 150k | 74.41 | |
MasterCard Incorporated (MA) | 0.6 | $11M | 73k | 151.35 | |
International Business Machines (IBM) | 0.6 | $11M | 71k | 153.42 | |
Dolby Laboratories (DLB) | 0.6 | $11M | 171k | 62.00 | |
Travelers Companies (TRV) | 0.6 | $11M | 77k | 135.63 | |
Kroger (KR) | 0.6 | $10M | 373k | 27.45 | |
Assurant (AIZ) | 0.6 | $10M | 100k | 100.84 | |
AmerisourceBergen (COR) | 0.6 | $9.9M | 108k | 91.82 | |
Wyndham Worldwide Corporation | 0.6 | $10M | 86k | 115.87 | |
Ross Stores (ROST) | 0.5 | $9.6M | 120k | 80.25 | |
Capital One Financial (COF) | 0.5 | $9.5M | 95k | 99.58 | |
Intel Corporation (INTC) | 0.5 | $9.5M | 205k | 46.16 | |
Universal Health Services (UHS) | 0.5 | $9.4M | 83k | 113.35 | |
CVS Caremark Corporation (CVS) | 0.5 | $9.4M | 130k | 72.50 | |
Waters Corporation (WAT) | 0.5 | $9.2M | 48k | 193.19 | |
American Financial (AFG) | 0.5 | $9.2M | 85k | 108.54 | |
Lockheed Martin Corporation (LMT) | 0.5 | $9.1M | 28k | 321.06 | |
Amdocs Ltd ord (DOX) | 0.5 | $9.1M | 140k | 65.48 | |
At&t (T) | 0.5 | $9.0M | 231k | 38.88 | |
Visa (V) | 0.5 | $9.1M | 80k | 114.02 | |
Northrop Grumman Corporation (NOC) | 0.5 | $8.9M | 29k | 306.90 | |
Home Depot (HD) | 0.5 | $8.7M | 46k | 189.53 | |
Facebook Inc cl a (META) | 0.5 | $8.8M | 50k | 176.46 | |
Wal-Mart Stores (WMT) | 0.5 | $8.5M | 86k | 98.75 | |
Silgan Holdings (SLGN) | 0.5 | $8.3M | 284k | 29.39 | |
Fair Isaac Corporation (FICO) | 0.5 | $8.1M | 53k | 153.20 | |
Vanguard Growth ETF (VUG) | 0.4 | $7.8M | 55k | 140.65 | |
Entergy Corporation (ETR) | 0.4 | $7.5M | 92k | 81.39 | |
PPG Industries (PPG) | 0.4 | $7.3M | 63k | 116.82 | |
Public Service Enterprise (PEG) | 0.4 | $7.2M | 140k | 51.50 | |
Open Text Corp (OTEX) | 0.4 | $7.3M | 204k | 35.67 | |
M.D.C. Holdings | 0.4 | $7.3M | 229k | 31.88 | |
Emerson Electric (EMR) | 0.4 | $7.0M | 101k | 69.69 | |
CSG Systems International (CSGS) | 0.4 | $7.2M | 164k | 43.82 | |
SEI Investments Company (SEIC) | 0.4 | $6.9M | 96k | 71.86 | |
Carnival Corporation (CCL) | 0.4 | $6.7M | 101k | 66.37 | |
Assured Guaranty (AGO) | 0.4 | $6.7M | 197k | 33.87 | |
Cardinal Health (CAH) | 0.4 | $6.6M | 107k | 61.27 | |
Helen Of Troy (HELE) | 0.4 | $6.5M | 68k | 96.35 | |
JetBlue Airways Corporation (JBLU) | 0.4 | $6.6M | 294k | 22.34 | |
Unum (UNM) | 0.4 | $6.5M | 118k | 54.89 | |
Toro Company (TTC) | 0.4 | $6.5M | 100k | 65.23 | |
Johnson & Johnson (JNJ) | 0.4 | $6.4M | 46k | 139.72 | |
Vanguard Short-Term Bond ETF (BSV) | 0.4 | $6.3M | 80k | 79.10 | |
Dowdupont | 0.4 | $6.4M | 89k | 71.22 | |
International Paper Company (IP) | 0.3 | $6.2M | 107k | 57.94 | |
Verisign (VRSN) | 0.3 | $6.1M | 53k | 114.44 | |
Alaska Air (ALK) | 0.3 | $6.1M | 83k | 73.51 | |
Group 1 Automotive (GPI) | 0.3 | $6.0M | 85k | 70.97 | |
Industries N shs - a - (LYB) | 0.3 | $6.0M | 54k | 110.32 | |
Omni (OMC) | 0.3 | $5.9M | 81k | 72.83 | |
National Presto Industries (NPK) | 0.3 | $5.9M | 59k | 99.44 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $5.8M | 24k | 245.28 | |
Cisco Systems (CSCO) | 0.3 | $5.8M | 150k | 38.30 | |
Mettler-Toledo International (MTD) | 0.3 | $5.7M | 9.3k | 619.51 | |
Landstar System (LSTR) | 0.3 | $5.6M | 54k | 104.10 | |
Andeavor | 0.3 | $5.7M | 50k | 114.33 | |
Time Warner | 0.3 | $5.5M | 60k | 91.47 | |
Ford Motor Company (F) | 0.3 | $5.5M | 441k | 12.49 | |
BofI Holding | 0.3 | $5.5M | 185k | 29.90 | |
Mylan Nv | 0.3 | $5.6M | 131k | 42.31 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $5.2M | 49k | 106.94 | |
Pfizer (PFE) | 0.3 | $5.3M | 147k | 36.22 | |
Ca | 0.3 | $5.4M | 162k | 33.28 | |
Dr Pepper Snapple | 0.3 | $5.3M | 54k | 97.05 | |
GATX Corporation (GATX) | 0.3 | $5.4M | 86k | 62.15 | |
Constellation Brands (STZ) | 0.3 | $5.3M | 23k | 228.56 | |
Southwest Airlines (LUV) | 0.3 | $5.3M | 81k | 65.45 | |
VMware | 0.3 | $5.3M | 42k | 125.33 | |
Scripps Networks Interactive | 0.3 | $5.3M | 63k | 85.38 | |
Allstate Corporation (ALL) | 0.3 | $5.1M | 49k | 104.71 | |
General Dynamics Corporation (GD) | 0.3 | $5.2M | 26k | 203.47 | |
priceline.com Incorporated | 0.3 | $5.0M | 2.9k | 1737.77 | |
CIGNA Corporation | 0.3 | $4.9M | 24k | 203.07 | |
Manpower (MAN) | 0.3 | $5.0M | 40k | 126.11 | |
Worthington Industries (WOR) | 0.3 | $5.0M | 112k | 44.06 | |
Cummins (CMI) | 0.3 | $4.8M | 27k | 176.64 | |
FedEx Corporation (FDX) | 0.2 | $4.4M | 18k | 249.51 | |
Marriott International (MAR) | 0.2 | $4.5M | 33k | 135.72 | |
Dycom Industries (DY) | 0.2 | $4.4M | 40k | 111.43 | |
Universal Insurance Holdings (UVE) | 0.2 | $4.4M | 160k | 27.35 | |
CSX Corporation (CSX) | 0.2 | $4.2M | 77k | 55.01 | |
Rockwell Collins | 0.2 | $4.3M | 32k | 135.62 | |
F5 Networks (FFIV) | 0.2 | $4.2M | 32k | 131.22 | |
Vanguard Value ETF (VTV) | 0.2 | $4.2M | 39k | 106.33 | |
Ubiquiti Networks | 0.2 | $4.0M | 57k | 71.02 | |
Berkshire Hathaway (BRK.B) | 0.2 | $3.9M | 20k | 198.23 | |
Archer Daniels Midland Company (ADM) | 0.2 | $3.9M | 97k | 40.08 | |
Sherwin-Williams Company (SHW) | 0.2 | $3.8M | 9.3k | 410.02 | |
AstraZeneca (AZN) | 0.2 | $3.8M | 110k | 34.70 | |
Ball Corporation (BALL) | 0.2 | $3.9M | 104k | 37.85 | |
Hasbro (HAS) | 0.2 | $3.8M | 41k | 90.89 | |
Gilead Sciences (GILD) | 0.2 | $3.8M | 53k | 71.64 | |
Baidu (BIDU) | 0.2 | $3.7M | 16k | 234.19 | |
Starbucks Corporation (SBUX) | 0.2 | $3.5M | 61k | 57.44 | |
Jack Henry & Associates (JKHY) | 0.2 | $3.5M | 30k | 116.97 | |
Express Scripts Holding | 0.2 | $3.5M | 47k | 74.65 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $3.4M | 29k | 117.10 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $3.4M | 75k | 45.91 | |
BP (BP) | 0.2 | $3.2M | 76k | 42.04 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $3.1M | 44k | 71.01 | |
Abbott Laboratories (ABT) | 0.2 | $3.1M | 55k | 57.08 | |
Automatic Data Processing (ADP) | 0.2 | $3.2M | 28k | 117.19 | |
Steel Dynamics (STLD) | 0.2 | $3.2M | 73k | 43.14 | |
Icon (ICLR) | 0.2 | $3.2M | 29k | 112.14 | |
E TRADE Financial Corporation | 0.2 | $3.0M | 61k | 49.57 | |
Cracker Barrel Old Country Store (CBRL) | 0.2 | $3.1M | 19k | 158.91 | |
Paychex (PAYX) | 0.2 | $3.0M | 45k | 68.09 | |
W.R. Berkley Corporation (WRB) | 0.2 | $3.0M | 42k | 71.66 | |
Marathon Petroleum Corp (MPC) | 0.2 | $3.0M | 45k | 65.99 | |
Caterpillar (CAT) | 0.2 | $2.9M | 18k | 157.60 | |
McDonald's Corporation (MCD) | 0.2 | $2.9M | 17k | 172.10 | |
Global Payments (GPN) | 0.2 | $2.8M | 28k | 100.25 | |
Amgen (AMGN) | 0.2 | $2.9M | 17k | 173.88 | |
Illinois Tool Works (ITW) | 0.2 | $2.8M | 17k | 166.82 | |
Union Pacific Corporation (UNP) | 0.1 | $2.6M | 19k | 134.08 | |
Danaher Corporation (DHR) | 0.1 | $2.7M | 29k | 92.81 | |
Discovery Communications | 0.1 | $2.7M | 121k | 22.38 | |
Skyworks Solutions (SWKS) | 0.1 | $2.7M | 28k | 94.95 | |
Chevron Corporation (CVX) | 0.1 | $2.4M | 19k | 125.17 | |
Becton, Dickinson and (BDX) | 0.1 | $2.5M | 12k | 214.02 | |
Texas Instruments Incorporated (TXN) | 0.1 | $2.4M | 23k | 104.44 | |
Dollar Tree (DLTR) | 0.1 | $2.4M | 23k | 107.30 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $2.4M | 15k | 160.85 | |
Cohen & Steers Quality Income Realty (RQI) | 0.1 | $2.5M | 196k | 12.65 | |
John Hancock Preferred Income Fund III (HPS) | 0.1 | $2.4M | 128k | 18.75 | |
Nuveen Quality Pref. Inc. Fund II | 0.1 | $2.5M | 243k | 10.20 | |
Expedia (EXPE) | 0.1 | $2.4M | 20k | 119.75 | |
MDU Resources (MDU) | 0.1 | $2.3M | 85k | 26.88 | |
FactSet Research Systems (FDS) | 0.1 | $2.3M | 12k | 192.78 | |
Celgene Corporation | 0.1 | $2.3M | 22k | 104.37 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $2.3M | 22k | 103.60 | |
Autodesk (ADSK) | 0.1 | $2.1M | 20k | 104.84 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $2.2M | 18k | 120.65 | |
Varian Medical Systems | 0.1 | $2.1M | 19k | 111.15 | |
InterDigital (IDCC) | 0.1 | $2.1M | 28k | 76.16 | |
Simmons First National Corporation (SFNC) | 0.1 | $2.1M | 38k | 57.10 | |
Phillips 66 (PSX) | 0.1 | $2.1M | 21k | 101.15 | |
Equifax (EFX) | 0.1 | $2.0M | 17k | 117.95 | |
Royal Caribbean Cruises (RCL) | 0.1 | $1.9M | 16k | 119.30 | |
Teradata Corporation (TDC) | 0.1 | $2.0M | 53k | 38.45 | |
V.F. Corporation (VFC) | 0.1 | $1.9M | 26k | 74.00 | |
Merck & Co (MRK) | 0.1 | $1.9M | 34k | 56.26 | |
Alliance Data Systems Corporation (BFH) | 0.1 | $2.0M | 7.7k | 253.47 | |
Meredith Corporation | 0.1 | $1.9M | 28k | 66.06 | |
Cbre Clarion Global Real Estat re (IGR) | 0.1 | $2.0M | 257k | 7.92 | |
Orbital Atk | 0.1 | $2.0M | 15k | 131.51 | |
Westrock (WRK) | 0.1 | $2.0M | 32k | 63.22 | |
Broadridge Financial Solutions (BR) | 0.1 | $1.7M | 19k | 90.59 | |
Nasdaq Omx (NDAQ) | 0.1 | $1.7M | 23k | 76.82 | |
Coca-Cola Company (KO) | 0.1 | $1.8M | 40k | 45.89 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $1.7M | 6.4k | 266.84 | |
Goodyear Tire & Rubber Company (GT) | 0.1 | $1.7M | 54k | 32.31 | |
Altria (MO) | 0.1 | $1.8M | 26k | 71.40 | |
Sanderson Farms | 0.1 | $1.7M | 13k | 138.80 | |
Oneok (OKE) | 0.1 | $1.8M | 34k | 53.46 | |
Edgewell Pers Care (EPC) | 0.1 | $1.8M | 31k | 59.39 | |
Alphabet Inc Class C cs (GOOG) | 0.1 | $1.8M | 1.7k | 1046.16 | |
Franklin Resources (BEN) | 0.1 | $1.5M | 35k | 43.33 | |
Stanley Black & Decker (SWK) | 0.1 | $1.7M | 9.8k | 169.67 | |
Honeywell International (HON) | 0.1 | $1.6M | 11k | 153.34 | |
Nike (NKE) | 0.1 | $1.7M | 27k | 62.53 | |
Applied Materials (AMAT) | 0.1 | $1.5M | 30k | 51.13 | |
UniFirst Corporation (UNF) | 0.1 | $1.5M | 9.3k | 164.85 | |
Dollar General (DG) | 0.1 | $1.5M | 16k | 93.00 | |
Invesco Mortgage Capital | 0.1 | $1.6M | 88k | 17.83 | |
J Global (ZD) | 0.1 | $1.7M | 22k | 75.03 | |
Anthem (ELV) | 0.1 | $1.6M | 7.3k | 225.06 | |
Bank of America Corporation (BAC) | 0.1 | $1.5M | 50k | 29.52 | |
Bank of Hawaii Corporation (BOH) | 0.1 | $1.5M | 18k | 85.70 | |
Ryder System (R) | 0.1 | $1.3M | 16k | 84.19 | |
Akamai Technologies (AKAM) | 0.1 | $1.5M | 23k | 65.04 | |
eBay (EBAY) | 0.1 | $1.3M | 36k | 37.73 | |
Tupperware Brands Corporation | 0.1 | $1.4M | 22k | 62.72 | |
Delta Air Lines (DAL) | 0.1 | $1.4M | 25k | 56.00 | |
Ametek (AME) | 0.1 | $1.4M | 19k | 72.45 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.5M | 11k | 134.68 | |
L3 Technologies | 0.1 | $1.5M | 7.5k | 197.85 | |
Norfolk Southern (NSC) | 0.1 | $1.3M | 9.1k | 144.92 | |
Las Vegas Sands (LVS) | 0.1 | $1.3M | 19k | 69.49 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $1.2M | 17k | 70.31 | |
Fiserv (FI) | 0.1 | $1.2M | 9.4k | 131.13 | |
Humana (HUM) | 0.1 | $1.2M | 4.7k | 248.04 | |
Centene Corporation (CNC) | 0.1 | $1.2M | 12k | 100.88 | |
Rockwell Automation (ROK) | 0.1 | $1.2M | 6.3k | 196.38 | |
Vanguard Small-Cap Value ETF (VBR) | 0.1 | $1.3M | 10k | 132.79 | |
Eaton (ETN) | 0.1 | $1.2M | 15k | 78.98 | |
Claymore Exchange Trd Fd Tr gug bul 2019 hy | 0.1 | $1.2M | 48k | 24.37 | |
Dxc Technology (DXC) | 0.1 | $1.2M | 13k | 94.88 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $1.1M | 22k | 47.14 | |
American Express Company (AXP) | 0.1 | $1.1M | 11k | 99.29 | |
Tractor Supply Company (TSCO) | 0.1 | $1.1M | 15k | 74.73 | |
Dominion Resources (D) | 0.1 | $979k | 12k | 81.08 | |
Greif (GEF) | 0.1 | $1.0M | 17k | 60.56 | |
Nucor Corporation (NUE) | 0.1 | $1.1M | 17k | 63.57 | |
SYSCO Corporation (SYY) | 0.1 | $1.1M | 18k | 60.71 | |
Wells Fargo & Company (WFC) | 0.1 | $1.0M | 17k | 60.65 | |
Target Corporation (TGT) | 0.1 | $1.1M | 17k | 65.27 | |
Amazon (AMZN) | 0.1 | $1.1M | 956.00 | 1169.46 | |
Enterprise Products Partners (EPD) | 0.1 | $1.1M | 42k | 26.52 | |
EnerSys (ENS) | 0.1 | $1.0M | 15k | 69.63 | |
Guggenheim Bulletshares 2020 H mf | 0.1 | $1.0M | 42k | 24.53 | |
Medtronic (MDT) | 0.1 | $1.1M | 14k | 80.72 | |
Progressive Corporation (PGR) | 0.1 | $833k | 15k | 56.34 | |
Fidelity National Information Services (FIS) | 0.1 | $822k | 8.7k | 94.08 | |
General Electric Company | 0.1 | $877k | 50k | 17.45 | |
Bristol Myers Squibb (BMY) | 0.1 | $895k | 15k | 61.29 | |
Western Digital (WDC) | 0.1 | $852k | 11k | 79.52 | |
Qualcomm (QCOM) | 0.1 | $968k | 15k | 64.05 | |
Imperial Oil (IMO) | 0.1 | $842k | 27k | 31.19 | |
Southern Company (SO) | 0.1 | $877k | 18k | 48.08 | |
Clorox Company (CLX) | 0.1 | $797k | 5.4k | 148.69 | |
Verisk Analytics (VRSK) | 0.1 | $820k | 8.5k | 95.97 | |
CF Industries Holdings (CF) | 0.1 | $855k | 20k | 42.52 | |
Tor Dom Bk Cad (TD) | 0.1 | $901k | 15k | 58.61 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $916k | 5.9k | 155.81 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $898k | 5.8k | 154.83 | |
Vanguard REIT ETF (VNQ) | 0.1 | $914k | 11k | 82.97 | |
State Street Corporation (STT) | 0.0 | $657k | 6.7k | 97.65 | |
Expeditors International of Washington (EXPD) | 0.0 | $658k | 10k | 64.74 | |
Hanesbrands (HBI) | 0.0 | $783k | 37k | 20.92 | |
Laboratory Corp. of America Holdings | 0.0 | $705k | 4.4k | 159.47 | |
Bemis Company | 0.0 | $775k | 16k | 47.79 | |
Yum! Brands (YUM) | 0.0 | $628k | 7.7k | 81.60 | |
ConocoPhillips (COP) | 0.0 | $646k | 12k | 54.88 | |
Sap (SAP) | 0.0 | $695k | 6.2k | 112.30 | |
Minerals Technologies (MTX) | 0.0 | $715k | 10k | 68.87 | |
CONMED Corporation (CNMD) | 0.0 | $640k | 13k | 50.94 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $766k | 7.0k | 109.33 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $639k | 17k | 38.08 | |
Alibaba Group Holding (BABA) | 0.0 | $764k | 4.4k | 172.42 | |
S&p Global (SPGI) | 0.0 | $647k | 3.8k | 169.37 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $643k | 17k | 38.11 | |
Costco Wholesale Corporation (COST) | 0.0 | $526k | 2.8k | 185.93 | |
Baxter International (BAX) | 0.0 | $540k | 8.3k | 64.69 | |
Edwards Lifesciences (EW) | 0.0 | $561k | 5.0k | 112.63 | |
Snap-on Incorporated (SNA) | 0.0 | $513k | 2.9k | 174.19 | |
Avery Dennison Corporation (AVY) | 0.0 | $547k | 4.8k | 114.92 | |
Timken Company (TKR) | 0.0 | $505k | 10k | 49.15 | |
Thermo Fisher Scientific (TMO) | 0.0 | $517k | 2.7k | 189.93 | |
Philip Morris International (PM) | 0.0 | $561k | 5.3k | 105.57 | |
Royal Dutch Shell | 0.0 | $581k | 8.5k | 68.26 | |
Old Republic International Corporation (ORI) | 0.0 | $610k | 29k | 21.40 | |
Paccar (PCAR) | 0.0 | $451k | 6.3k | 71.12 | |
Carlisle Companies (CSL) | 0.0 | $507k | 4.5k | 113.55 | |
Juniper Networks (JNPR) | 0.0 | $511k | 18k | 28.50 | |
Amer (UHAL) | 0.0 | $484k | 1.3k | 377.83 | |
Hill-Rom Holdings | 0.0 | $455k | 5.4k | 84.37 | |
IPG Photonics Corporation (IPGP) | 0.0 | $450k | 2.1k | 214.29 | |
Ingersoll-rand Co Ltd-cl A | 0.0 | $444k | 5.0k | 89.25 | |
Lithia Motors (LAD) | 0.0 | $583k | 5.1k | 113.58 | |
MetLife (MET) | 0.0 | $543k | 11k | 50.54 | |
Stepan Company (SCL) | 0.0 | $569k | 7.2k | 78.98 | |
World Fuel Services Corporation (WKC) | 0.0 | $569k | 20k | 28.13 | |
KLA-Tencor Corporation (KLAC) | 0.0 | $524k | 5.0k | 105.12 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $544k | 2.2k | 247.39 | |
Opko Health (OPK) | 0.0 | $468k | 96k | 4.90 | |
Duke Energy (DUK) | 0.0 | $464k | 5.5k | 84.03 | |
Walgreen Boots Alliance (WBA) | 0.0 | $521k | 7.2k | 72.55 | |
Enova Intl (ENVA) | 0.0 | $565k | 37k | 15.20 | |
Energizer Holdings (ENR) | 0.0 | $493k | 10k | 47.94 | |
Valvoline Inc Common (VVV) | 0.0 | $452k | 18k | 25.07 | |
Portland General Electric Company (POR) | 0.0 | $316k | 6.9k | 45.53 | |
Canadian Natl Ry (CNI) | 0.0 | $346k | 4.2k | 82.50 | |
M&T Bank Corporation (MTB) | 0.0 | $377k | 2.2k | 171.13 | |
FirstEnergy (FE) | 0.0 | $268k | 8.7k | 30.64 | |
Curtiss-Wright (CW) | 0.0 | $273k | 2.2k | 121.88 | |
Genuine Parts Company (GPC) | 0.0 | $285k | 3.0k | 94.94 | |
Molson Coors Brewing Company (TAP) | 0.0 | $304k | 3.7k | 82.14 | |
ABM Industries (ABM) | 0.0 | $325k | 8.6k | 37.66 | |
International Flavors & Fragrances (IFF) | 0.0 | $284k | 1.9k | 152.44 | |
Foot Locker (FL) | 0.0 | $397k | 8.5k | 46.91 | |
LifePoint Hospitals | 0.0 | $329k | 6.6k | 49.85 | |
Campbell Soup Company (CPB) | 0.0 | $298k | 6.2k | 48.05 | |
Berkshire Hathaway (BRK.A) | 0.0 | $298k | 1.00 | 298000.00 | |
Diageo (DEO) | 0.0 | $416k | 2.8k | 146.02 | |
GlaxoSmithKline | 0.0 | $301k | 8.5k | 35.53 | |
Symantec Corporation | 0.0 | $297k | 11k | 28.07 | |
American Electric Power Company (AEP) | 0.0 | $324k | 4.4k | 73.47 | |
iShares S&P 500 Index (IVV) | 0.0 | $281k | 1.0k | 268.64 | |
Exelon Corporation (EXC) | 0.0 | $276k | 7.0k | 39.42 | |
Buckeye Partners | 0.0 | $313k | 6.3k | 49.60 | |
Prudential Financial (PRU) | 0.0 | $409k | 3.6k | 114.98 | |
East West Ban (EWBC) | 0.0 | $344k | 5.7k | 60.88 | |
Netflix (NFLX) | 0.0 | $270k | 1.4k | 192.03 | |
Donaldson Company (DCI) | 0.0 | $292k | 6.0k | 49.01 | |
Radian (RDN) | 0.0 | $293k | 14k | 20.62 | |
Owens-Illinois | 0.0 | $385k | 17k | 22.19 | |
Seagate Technology Com Stk | 0.0 | $325k | 7.8k | 41.82 | |
Herbalife Ltd Com Stk (HLF) | 0.0 | $293k | 4.3k | 67.82 | |
Neenah Paper | 0.0 | $344k | 3.8k | 90.60 | |
Reliance Steel & Aluminum (RS) | 0.0 | $442k | 5.2k | 85.79 | |
Hormel Foods Corporation (HRL) | 0.0 | $365k | 10k | 36.35 | |
Steven Madden (SHOO) | 0.0 | $440k | 9.4k | 46.69 | |
Trinity Industries (TRN) | 0.0 | $275k | 7.3k | 37.50 | |
Integra LifeSciences Holdings (IART) | 0.0 | $280k | 5.9k | 47.86 | |
Standex Int'l (SXI) | 0.0 | $396k | 3.9k | 101.80 | |
KVH Industries (KVHI) | 0.0 | $303k | 29k | 10.36 | |
Masimo Corporation (MASI) | 0.0 | $424k | 5.0k | 84.80 | |
Select Medical Holdings Corporation (SEM) | 0.0 | $371k | 21k | 17.67 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $433k | 4.1k | 105.69 | |
Vanguard Small-Cap ETF (VB) | 0.0 | $369k | 2.5k | 147.78 | |
PowerShares Preferred Portfolio | 0.0 | $307k | 21k | 14.84 | |
Vanguard Information Technology ETF (VGT) | 0.0 | $370k | 2.2k | 164.81 | |
Vanguard Health Care ETF (VHT) | 0.0 | $270k | 1.8k | 153.93 | |
BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $403k | 30k | 13.32 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $317k | 4.0k | 79.37 | |
Te Connectivity Ltd for (TEL) | 0.0 | $299k | 3.2k | 94.92 | |
Xylem (XYL) | 0.0 | $401k | 5.9k | 68.26 | |
American Tower Reit (AMT) | 0.0 | $278k | 1.9k | 142.86 | |
Mondelez Int (MDLZ) | 0.0 | $269k | 6.3k | 42.75 | |
American Airls (AAL) | 0.0 | $340k | 6.5k | 52.01 | |
Synchrony Financial (SYF) | 0.0 | $294k | 7.6k | 38.56 | |
Ishares Tr | 0.0 | $268k | 11k | 24.83 | |
Csra | 0.0 | $326k | 11k | 29.95 | |
Dentsply Sirona (XRAY) | 0.0 | $277k | 4.2k | 65.83 | |
Ingevity (NGVT) | 0.0 | $340k | 4.8k | 70.47 | |
Ashland (ASH) | 0.0 | $416k | 5.8k | 71.23 | |
Firstcash | 0.0 | $424k | 6.3k | 67.49 | |
Bioverativ Inc Com equity | 0.0 | $309k | 5.7k | 53.84 | |
Corning Incorporated (GLW) | 0.0 | $207k | 6.5k | 31.93 | |
Western Union Company (WU) | 0.0 | $191k | 10k | 19.04 | |
Principal Financial (PFG) | 0.0 | $246k | 3.5k | 70.59 | |
Lincoln National Corporation (LNC) | 0.0 | $209k | 2.7k | 76.95 | |
Republic Services (RSG) | 0.0 | $245k | 3.6k | 67.55 | |
Ameren Corporation (AEE) | 0.0 | $229k | 3.9k | 59.10 | |
Citrix Systems | 0.0 | $239k | 2.7k | 87.90 | |
Pitney Bowes (PBI) | 0.0 | $167k | 15k | 11.17 | |
T. Rowe Price (TROW) | 0.0 | $256k | 2.4k | 105.13 | |
W.W. Grainger (GWW) | 0.0 | $214k | 905.00 | 236.46 | |
Darden Restaurants (DRI) | 0.0 | $258k | 2.7k | 95.91 | |
Helmerich & Payne (HP) | 0.0 | $219k | 3.4k | 64.68 | |
AGCO Corporation (AGCO) | 0.0 | $235k | 3.3k | 71.54 | |
Colgate-Palmolive Company (CL) | 0.0 | $210k | 2.8k | 75.62 | |
Halliburton Company (HAL) | 0.0 | $247k | 5.1k | 48.86 | |
Rio Tinto (RIO) | 0.0 | $238k | 4.5k | 53.01 | |
Agilent Technologies Inc C ommon (A) | 0.0 | $231k | 3.5k | 66.92 | |
Hershey Company (HSY) | 0.0 | $225k | 2.0k | 113.64 | |
Kellogg Company (K) | 0.0 | $230k | 3.4k | 67.93 | |
Bce (BCE) | 0.0 | $210k | 4.4k | 48.00 | |
PPL Corporation (PPL) | 0.0 | $242k | 7.8k | 30.92 | |
Roper Industries (ROP) | 0.0 | $264k | 1.0k | 258.82 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $237k | 2.8k | 84.01 | |
Penske Automotive (PAG) | 0.0 | $252k | 5.3k | 47.92 | |
SPDR Gold Trust (GLD) | 0.0 | $253k | 2.0k | 123.78 | |
Celanese Corporation (CE) | 0.0 | $264k | 2.5k | 107.23 | |
Enbridge (ENB) | 0.0 | $205k | 5.2k | 39.20 | |
Zions Bancorporation (ZION) | 0.0 | $208k | 4.1k | 50.92 | |
Littelfuse (LFUS) | 0.0 | $222k | 1.1k | 197.68 | |
Chemed Corp Com Stk (CHE) | 0.0 | $233k | 960.00 | 242.71 | |
Cooper Tire & Rubber Company | 0.0 | $217k | 6.1k | 35.37 | |
Middleby Corporation (MIDD) | 0.0 | $251k | 1.9k | 134.95 | |
Piper Jaffray Companies (PIPR) | 0.0 | $228k | 2.6k | 86.33 | |
Alliance Resource Partners (ARLP) | 0.0 | $238k | 12k | 19.67 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $223k | 2.2k | 101.73 | |
Owens & Minor (OMI) | 0.0 | $244k | 13k | 18.85 | |
Rigel Pharmaceuticals | 0.0 | $97k | 25k | 3.88 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $206k | 1.7k | 121.68 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $209k | 605.00 | 345.45 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $255k | 5.7k | 44.94 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $233k | 3.0k | 76.97 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $262k | 1.9k | 137.17 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.0 | $215k | 2.0k | 109.75 | |
Codexis (CDXS) | 0.0 | $167k | 20k | 8.35 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $227k | 1.5k | 155.80 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $208k | 1.9k | 111.35 | |
Cohen & Steers Total Return Real (RFI) | 0.0 | $147k | 12k | 12.77 | |
Vanguard Consumer Staples ETF (VDC) | 0.0 | $209k | 1.4k | 146.36 | |
Summit Financial | 0.0 | $251k | 9.6k | 26.28 | |
Credit Suisse Nassau Brh invrs vix sterm | 0.0 | $223k | 1.7k | 134.42 | |
Guidewire Software (GWRE) | 0.0 | $228k | 3.1k | 74.17 | |
Pra (PRAA) | 0.0 | $223k | 6.7k | 33.26 | |
Ishares Tr Dec 2020 | 0.0 | $257k | 10k | 25.28 | |
Ishares Tr ibnd dec21 etf | 0.0 | $253k | 10k | 24.84 | |
Tegna (TGNA) | 0.0 | $213k | 15k | 14.07 | |
Kraft Heinz (KHC) | 0.0 | $206k | 2.6k | 77.82 | |
Paypal Holdings (PYPL) | 0.0 | $232k | 3.1k | 73.70 | |
Hp (HPQ) | 0.0 | $252k | 12k | 20.98 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $186k | 13k | 14.32 | |
Itt (ITT) | 0.0 | $222k | 4.2k | 53.37 | |
Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $263k | 784.00 | 335.46 | |
Yum China Holdings (YUMC) | 0.0 | $202k | 5.0k | 40.02 | |
Xerox | 0.0 | $234k | 8.0k | 29.14 | |
Cars (CARS) | 0.0 | $253k | 8.8k | 28.82 | |
Genworth Financial (GNW) | 0.0 | $47k | 15k | 3.13 | |
Chesapeake Energy Corporation | 0.0 | $43k | 11k | 4.00 | |
Clean Energy Fuels (CLNE) | 0.0 | $20k | 10k | 2.00 | |
Globalstar (GSAT) | 0.0 | $66k | 50k | 1.32 | |
Credit Suisse High Yield Bond Fund (DHY) | 0.0 | $67k | 24k | 2.83 | |
Western Asset High Incm Fd I (HIX) | 0.0 | $77k | 11k | 7.00 | |
Dreyfus High Yield Strategies Fund | 0.0 | $50k | 15k | 3.32 | |
Sirius Xm Holdings (SIRI) | 0.0 | $86k | 16k | 5.39 | |
Anavex Life Sciences (AVXL) | 0.0 | $32k | 10k | 3.20 |