Chris Merkle as of March 31, 2013
Portfolio Holdings for Chris Merkle
Chris Merkle holds 201 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gulfport Energy Corporation | 2.0 | $46M | 1.0M | 45.83 | |
| Cleco Corporation | 1.9 | $44M | 926k | 47.03 | |
| Middleby Corporation (MIDD) | 1.7 | $41M | 267k | 152.15 | |
| Signature Bank (SBNY) | 1.7 | $40M | 504k | 78.76 | |
| Mid-America Apartment (MAA) | 1.6 | $37M | 534k | 69.06 | |
| National Health Investors (NHI) | 1.5 | $36M | 550k | 65.45 | |
| Tyler Technologies (TYL) | 1.4 | $34M | 547k | 61.26 | |
| HMS Holdings | 1.3 | $31M | 1.2M | 27.15 | |
| SVB Financial (SIVBQ) | 1.3 | $31M | 439k | 70.94 | |
| American Campus Communities | 1.3 | $31M | 687k | 45.34 | |
| Group 1 Automotive (GPI) | 1.3 | $30M | 502k | 60.07 | |
| FEI Company | 1.2 | $29M | 453k | 64.55 | |
| Portfolio Recovery Associates | 1.2 | $29M | 226k | 126.92 | |
| Ryland | 1.2 | $28M | 662k | 41.62 | |
| MarketAxess Holdings (MKTX) | 1.1 | $27M | 723k | 37.30 | |
| ProAssurance Corporation (PRA) | 1.1 | $26M | 552k | 47.33 | |
| Silgan Holdings (SLGN) | 1.1 | $26M | 552k | 47.27 | |
| Grand Canyon Education (LOPE) | 1.1 | $26M | 1.0M | 25.39 | |
| Pfizer (PFE) | 1.1 | $26M | 892k | 28.86 | |
| Dril-Quip (DRQ) | 1.1 | $25M | 291k | 87.17 | |
| Tupperware Brands Corporation | 1.1 | $25M | 307k | 81.74 | |
| Cubist Pharmaceuticals | 1.1 | $25M | 536k | 46.82 | |
| Clarcor | 1.1 | $25M | 482k | 52.38 | |
| ICU Medical, Incorporated (ICUI) | 1.1 | $25M | 423k | 58.95 | |
| Air Methods Corporation | 1.0 | $24M | 506k | 48.24 | |
| Hanger Orthopedic | 1.0 | $24M | 769k | 31.53 | |
| Nordson Corporation (NDSN) | 1.0 | $24M | 363k | 65.95 | |
| West Pharmaceutical Services (WST) | 1.0 | $24M | 369k | 64.94 | |
| Hittite Microwave Corporation | 1.0 | $24M | 392k | 60.56 | |
| Hibbett Sports (HIBB) | 1.0 | $23M | 408k | 56.27 | |
| RBC Bearings Incorporated (RBC) | 1.0 | $23M | 456k | 50.56 | |
| Corporate Executive Board Company | 1.0 | $23M | 392k | 58.16 | |
| Harris Teeter Supermarkets | 1.0 | $23M | 533k | 42.71 | |
| Glacier Ban (GBCI) | 1.0 | $23M | 1.2M | 18.98 | |
| Cohen & Steers (CNS) | 0.9 | $23M | 623k | 36.07 | |
| Microchip Technology (MCHP) | 0.9 | $22M | 601k | 36.77 | |
| Toro Company (TTC) | 0.9 | $22M | 482k | 46.04 | |
| Texas Roadhouse (TXRH) | 0.9 | $22M | 1.1M | 20.19 | |
| Universal Forest Products | 0.9 | $22M | 553k | 39.81 | |
| Cognex Corporation (CGNX) | 0.9 | $22M | 520k | 42.15 | |
| RPM International (RPM) | 0.9 | $22M | 689k | 31.58 | |
| CoStar (CSGP) | 0.9 | $22M | 198k | 109.46 | |
| Stifel Financial (SF) | 0.9 | $22M | 626k | 34.67 | |
| At&t (T) | 0.9 | $21M | 564k | 36.69 | |
| Healthcare Services (HCSG) | 0.9 | $21M | 809k | 25.63 | |
| Heartland Express (HTLD) | 0.9 | $20M | 1.5M | 13.34 | |
| Kraft Foods | 0.9 | $20M | 393k | 51.53 | |
| Blackbaud (BLKB) | 0.8 | $20M | 674k | 29.63 | |
| Genuine Parts Company (GPC) | 0.8 | $20M | 253k | 78.00 | |
| Ritchie Bros. Auctioneers Inco | 0.8 | $20M | 917k | 21.70 | |
| IBERIABANK Corporation | 0.8 | $20M | 397k | 50.02 | |
| Questar Corporation | 0.8 | $20M | 806k | 24.33 | |
| IPC The Hospitalist Company | 0.8 | $18M | 413k | 44.48 | |
| PROS Holdings (PRO) | 0.8 | $18M | 674k | 27.17 | |
| Dominion Resources (D) | 0.8 | $18M | 313k | 58.18 | |
| Solera Holdings | 0.8 | $18M | 311k | 58.33 | |
| Merck & Co (MRK) | 0.8 | $18M | 409k | 44.20 | |
| Nic | 0.8 | $18M | 950k | 19.16 | |
| Cardtronics | 0.8 | $18M | 662k | 27.46 | |
| Power Integrations (POWI) | 0.8 | $18M | 408k | 43.41 | |
| Philip Morris International (PM) | 0.8 | $18M | 190k | 92.71 | |
| HCP | 0.8 | $18M | 356k | 49.86 | |
| General Electric Company | 0.7 | $17M | 743k | 23.12 | |
| NorthWestern Corporation (NWE) | 0.7 | $16M | 413k | 39.86 | |
| Rofin-Sinar Technologies | 0.7 | $17M | 608k | 27.09 | |
| Compass Minerals International (CMP) | 0.7 | $16M | 202k | 78.90 | |
| Medidata Solutions | 0.7 | $16M | 276k | 57.98 | |
| Life Time Fitness | 0.7 | $16M | 369k | 42.78 | |
| Cavium | 0.7 | $16M | 407k | 38.81 | |
| Paychex (PAYX) | 0.7 | $16M | 447k | 35.06 | |
| Pebblebrook Hotel Trust (PEB) | 0.6 | $15M | 566k | 25.79 | |
| Proto Labs (PRLB) | 0.6 | $15M | 298k | 49.10 | |
| Waddell & Reed Financial | 0.6 | $14M | 328k | 43.78 | |
| WD-40 Company (WDFC) | 0.6 | $14M | 262k | 54.77 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $14M | 143k | 96.52 | |
| Nextera Energy (NEE) | 0.6 | $14M | 179k | 77.68 | |
| Bristol Myers Squibb (BMY) | 0.6 | $14M | 331k | 41.19 | |
| Cincinnati Financial Corporation (CINF) | 0.6 | $14M | 288k | 47.22 | |
| Ansys (ANSS) | 0.6 | $13M | 161k | 81.42 | |
| Ii-vi | 0.6 | $13M | 776k | 17.04 | |
| Lorillard | 0.6 | $13M | 330k | 40.35 | |
| Flotek Industries | 0.6 | $13M | 792k | 16.35 | |
| Plum Creek Timber | 0.5 | $13M | 246k | 52.20 | |
| Altria (MO) | 0.5 | $13M | 368k | 34.39 | |
| Umpqua Holdings Corporation | 0.5 | $12M | 919k | 13.26 | |
| Steiner Leisure Ltd Com Stk | 0.5 | $12M | 254k | 48.36 | |
| SciQuest | 0.5 | $12M | 502k | 24.04 | |
| US Ecology | 0.5 | $12M | 444k | 26.55 | |
| Darden Restaurants (DRI) | 0.5 | $11M | 220k | 51.68 | |
| CenturyLink | 0.5 | $11M | 324k | 35.13 | |
| Landauer | 0.5 | $11M | 200k | 56.38 | |
| Regal Entertainment | 0.5 | $11M | 654k | 16.67 | |
| Tortoise Energy Infrastructure | 0.4 | $10M | 205k | 49.38 | |
| Intel Corporation (INTC) | 0.4 | $9.6M | 438k | 21.83 | |
| Lincoln Electric Holdings (LECO) | 0.4 | $9.4M | 174k | 54.18 | |
| ConocoPhillips (COP) | 0.4 | $9.5M | 158k | 60.10 | |
| Jacobs Engineering | 0.4 | $9.4M | 167k | 56.24 | |
| Stepan Company (SCL) | 0.4 | $9.4M | 150k | 63.10 | |
| Monro Muffler Brake (MNRO) | 0.4 | $9.1M | 229k | 39.71 | |
| Sourcefire | 0.4 | $9.2M | 155k | 59.23 | |
| People's United Financial | 0.4 | $9.0M | 674k | 13.42 | |
| Honeywell International (HON) | 0.4 | $8.9M | 118k | 75.35 | |
| Consolidated Edison (ED) | 0.4 | $8.8M | 145k | 61.03 | |
| GlaxoSmithKline | 0.4 | $8.7M | 185k | 46.91 | |
| Seadrill | 0.4 | $8.8M | 236k | 37.21 | |
| McDonald's Corporation (MCD) | 0.4 | $8.4M | 85k | 99.69 | |
| Precision Castparts | 0.4 | $8.4M | 44k | 189.61 | |
| Hasbro (HAS) | 0.3 | $8.1M | 185k | 43.94 | |
| Noble Energy | 0.3 | $8.2M | 71k | 115.66 | |
| BJ's Restaurants (BJRI) | 0.3 | $8.2M | 246k | 33.28 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $8.1M | 106k | 76.62 | |
| General Mills (GIS) | 0.3 | $7.9M | 161k | 49.31 | |
| Meridian Bioscience | 0.3 | $8.1M | 355k | 22.82 | |
| Costco Wholesale Corporation (COST) | 0.3 | $7.8M | 74k | 106.11 | |
| T. Rowe Price (TROW) | 0.3 | $7.8M | 104k | 74.87 | |
| QEP Resources | 0.3 | $7.5M | 234k | 31.84 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $7.0M | 78k | 90.11 | |
| Windstream Corporation | 0.3 | $7.0M | 877k | 7.93 | |
| 0.3 | $6.7M | 8.5k | 794.19 | ||
| Neogen Corporation (NEOG) | 0.3 | $6.9M | 139k | 49.57 | |
| Cohu (COHU) | 0.3 | $6.5M | 695k | 9.36 | |
| Johnson & Johnson (JNJ) | 0.3 | $6.4M | 79k | 81.53 | |
| Cisco Systems (CSCO) | 0.3 | $6.4M | 307k | 20.90 | |
| Pepsi (PEP) | 0.3 | $6.3M | 79k | 79.11 | |
| Stryker Corporation (SYK) | 0.3 | $6.2M | 96k | 65.24 | |
| Time Warner Cable | 0.3 | $6.2M | 65k | 96.06 | |
| Northern Trust Corporation (NTRS) | 0.3 | $6.0M | 111k | 54.56 | |
| DeVry | 0.3 | $6.2M | 196k | 31.75 | |
| U.S. Bancorp (USB) | 0.2 | $5.9M | 175k | 33.93 | |
| Nucor Corporation (NUE) | 0.2 | $5.8M | 126k | 46.15 | |
| F5 Networks (FFIV) | 0.2 | $5.8M | 66k | 89.08 | |
| Coca-Cola Company (KO) | 0.2 | $5.5M | 135k | 40.44 | |
| Apple (AAPL) | 0.2 | $5.3M | 12k | 442.67 | |
| Tesco Corporation | 0.2 | $5.2M | 391k | 13.39 | |
| AES Corporation (AES) | 0.2 | $5.0M | 397k | 12.57 | |
| Akamai Technologies (AKAM) | 0.2 | $4.9M | 138k | 35.32 | |
| Pitney Bowes (PBI) | 0.2 | $4.6M | 309k | 14.86 | |
| Harmonic (HLIT) | 0.2 | $4.7M | 815k | 5.79 | |
| United Natural Foods (UNFI) | 0.2 | $4.7M | 95k | 49.20 | |
| Gartner (IT) | 0.1 | $3.4M | 62k | 54.41 | |
| Stericycle (SRCL) | 0.1 | $3.0M | 28k | 106.17 | |
| Wabtec Corporation (WAB) | 0.1 | $3.0M | 30k | 102.09 | |
| Mednax (MD) | 0.1 | $3.1M | 35k | 89.64 | |
| Kirby Corporation (KEX) | 0.1 | $2.9M | 38k | 76.80 | |
| ResMed (RMD) | 0.1 | $2.6M | 57k | 46.37 | |
| Tractor Supply Company (TSCO) | 0.1 | $2.4M | 23k | 104.15 | |
| Zebra Technologies (ZBRA) | 0.1 | $2.4M | 50k | 47.13 | |
| Waters Corporation (WAT) | 0.1 | $2.3M | 25k | 93.90 | |
| Aptar (ATR) | 0.1 | $2.5M | 43k | 57.36 | |
| Newell Rubbermaid (NWL) | 0.1 | $2.2M | 86k | 26.10 | |
| Donaldson Company (DCI) | 0.1 | $2.1M | 57k | 36.19 | |
| PriceSmart (PSMT) | 0.1 | $2.2M | 29k | 77.84 | |
| First Republic Bank/san F (FRCB) | 0.1 | $2.1M | 55k | 38.62 | |
| Steris Corporation | 0.1 | $2.0M | 48k | 41.60 | |
| Urban Outfitters (URBN) | 0.1 | $1.8M | 46k | 38.74 | |
| Superior Energy Services | 0.1 | $2.0M | 76k | 25.97 | |
| Manning & Napier Inc cl a | 0.1 | $2.0M | 119k | 16.54 | |
| International Business Machines (IBM) | 0.1 | $1.6M | 7.4k | 213.33 | |
| Greenhill & Co | 0.1 | $1.3M | 25k | 53.37 | |
| Gentex Corporation (GNTX) | 0.1 | $1.3M | 67k | 20.02 | |
| Natural Grocers By Vitamin C (NGVC) | 0.1 | $1.2M | 53k | 22.56 | |
| Procter & Gamble Company (PG) | 0.0 | $919k | 12k | 77.06 | |
| MICROS Systems | 0.0 | $744k | 16k | 45.51 | |
| Campbell Soup Company (CPB) | 0.0 | $433k | 9.6k | 45.34 | |
| Balchem Corporation (BCPC) | 0.0 | $392k | 8.9k | 43.99 | |
| Raven Industries | 0.0 | $382k | 11k | 33.63 | |
| Boston Beer Company (SAM) | 0.0 | $478k | 3.0k | 159.71 | |
| Advisory Board Company | 0.0 | $410k | 7.8k | 52.46 | |
| Interactive Intelligence Group | 0.0 | $451k | 10k | 44.35 | |
| Home Depot (HD) | 0.0 | $204k | 2.9k | 69.93 | |
| Abbott Laboratories (ABT) | 0.0 | $258k | 7.3k | 35.34 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $306k | 3.1k | 98.05 | |
| Rockwell Collins | 0.0 | $277k | 4.4k | 63.01 | |
| Walgreen Company | 0.0 | $213k | 4.5k | 47.76 | |
| EMC Corporation | 0.0 | $315k | 13k | 23.86 | |
| Encore Capital (ECPG) | 0.0 | $301k | 10k | 30.10 | |
| Cedar Fair | 0.0 | $267k | 6.7k | 39.73 | |
| Brookline Ban (BRKL) | 0.0 | $162k | 18k | 9.16 | |
| Align Technology (ALGN) | 0.0 | $263k | 7.9k | 33.46 | |
| Bruker Corporation (BRKR) | 0.0 | $316k | 17k | 19.08 | |
| Carrizo Oil & Gas | 0.0 | $260k | 10k | 25.81 | |
| Bottomline Technologies | 0.0 | $296k | 10k | 28.50 | |
| HEICO Corporation (HEI) | 0.0 | $254k | 5.9k | 43.34 | |
| Cepheid | 0.0 | $290k | 7.6k | 38.33 | |
| Computer Programs & Systems (TBRG) | 0.0 | $315k | 5.8k | 54.03 | |
| Forrester Research (FORR) | 0.0 | $210k | 6.6k | 31.70 | |
| Rockwell Automation (ROK) | 0.0 | $331k | 3.8k | 86.24 | |
| Aruba Networks | 0.0 | $323k | 13k | 24.76 | |
| Woodward Governor Company (WWD) | 0.0 | $246k | 6.2k | 39.81 | |
| MWI Veterinary Supply | 0.0 | $350k | 2.7k | 132.08 | |
| SM Energy (SM) | 0.0 | $246k | 4.2k | 59.28 | |
| B&G Foods (BGS) | 0.0 | $332k | 11k | 30.51 | |
| Comscore | 0.0 | $191k | 11k | 16.77 | |
| O'reilly Automotive (ORLY) | 0.0 | $201k | 2.0k | 102.19 | |
| Tornier Nv | 0.0 | $203k | 11k | 18.82 | |
| Francescas Hldgs Corp | 0.0 | $349k | 12k | 28.74 | |
| Chefs Whse (CHEF) | 0.0 | $194k | 11k | 18.48 | |
| Abbvie (ABBV) | 0.0 | $298k | 7.3k | 40.82 | |
| Hecla Mining Company (HL) | 0.0 | $83k | 21k | 3.96 | |
| Ceragon Networks (CRNT) | 0.0 | $77k | 18k | 4.31 | |
| IntraLinks Holdings | 0.0 | $92k | 14k | 6.39 |
