Ferguson Wellman Capital Management as of March 31, 2018
Portfolio Holdings for Ferguson Wellman Capital Management
Ferguson Wellman Capital Management holds 349 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 4.1 | $114M | 1.3M | 91.27 | |
| Cisco Systems (CSCO) | 2.9 | $83M | 1.9M | 42.89 | |
| JPMorgan Chase & Co. (JPM) | 2.9 | $80M | 729k | 109.97 | |
| Chevron Corporation (CVX) | 2.6 | $75M | 654k | 114.04 | |
| Abbvie (ABBV) | 2.3 | $66M | 692k | 94.65 | |
| Apple (AAPL) | 2.2 | $62M | 370k | 167.78 | |
| Honeywell International (HON) | 1.9 | $55M | 379k | 144.51 | |
| Merck & Co (MRK) | 1.9 | $55M | 1.0M | 54.47 | |
| Suntrust Banks Inc $1.00 Par Cmn | 1.9 | $54M | 798k | 68.04 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $53M | 51k | 1037.13 | |
| Amgen (AMGN) | 1.7 | $47M | 275k | 170.48 | |
| Occidental Petroleum Corporation (OXY) | 1.6 | $46M | 706k | 64.96 | |
| Home Depot (HD) | 1.6 | $44M | 247k | 178.24 | |
| Raytheon Company | 1.6 | $44M | 203k | 215.82 | |
| iShares S&P 500 Index (IVV) | 1.5 | $43M | 163k | 265.32 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $39M | 191k | 206.46 | |
| UnitedHealth (UNH) | 1.3 | $37M | 173k | 214.00 | |
| Visa (V) | 1.3 | $37M | 310k | 119.62 | |
| Centennial Resource Developmen cs | 1.3 | $36M | 2.0M | 18.35 | |
| Allstate Corporation (ALL) | 1.3 | $36M | 379k | 94.80 | |
| United Parcel Service (UPS) | 1.2 | $34M | 327k | 104.66 | |
| Goldman Sachs (GS) | 1.2 | $34M | 134k | 251.86 | |
| Boeing Company (BA) | 1.2 | $33M | 100k | 327.88 | |
| Verizon Communications (VZ) | 1.1 | $30M | 621k | 47.82 | |
| Citigroup (C) | 1.0 | $29M | 431k | 67.50 | |
| iShares Russell 2000 Index (IWM) | 1.0 | $28M | 182k | 151.83 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $26M | 122k | 216.08 | |
| Edison International (EIX) | 0.9 | $26M | 408k | 63.66 | |
| Bank of New York Mellon Corporation (BK) | 0.9 | $25M | 483k | 51.53 | |
| Philip Morris International (PM) | 0.9 | $25M | 247k | 99.40 | |
| Facebook Inc cl a (META) | 0.8 | $24M | 150k | 159.79 | |
| Omni (OMC) | 0.8 | $24M | 324k | 72.67 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.8 | $23M | 353k | 65.19 | |
| East West Ban (EWBC) | 0.8 | $23M | 367k | 62.54 | |
| Six Flags Entertainment (SIX) | 0.8 | $23M | 365k | 62.26 | |
| Biogen Idec (BIIB) | 0.8 | $22M | 79k | 273.82 | |
| BlackRock | 0.8 | $22M | 40k | 541.61 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $21M | 202k | 103.89 | |
| Industries N shs - a - (LYB) | 0.7 | $21M | 194k | 105.68 | |
| Altria (MO) | 0.7 | $20M | 323k | 62.33 | |
| Eli Lilly & Co. (LLY) | 0.7 | $19M | 249k | 77.37 | |
| Las Vegas Sands (LVS) | 0.7 | $19M | 268k | 71.90 | |
| Mondelez Int (MDLZ) | 0.7 | $19M | 458k | 41.73 | |
| Comcast Corporation (CMCSA) | 0.7 | $19M | 554k | 34.17 | |
| Johnson & Johnson (JNJ) | 0.7 | $19M | 147k | 128.15 | |
| Maxim Integrated Products | 0.7 | $18M | 304k | 60.22 | |
| General Dynamics Corporation (GD) | 0.6 | $18M | 81k | 220.90 | |
| Eaton (ETN) | 0.6 | $18M | 227k | 79.90 | |
| Discover Financial Services | 0.6 | $17M | 231k | 71.93 | |
| At&t (T) | 0.6 | $17M | 469k | 35.65 | |
| Mohawk Industries (MHK) | 0.6 | $17M | 72k | 232.22 | |
| Yum China Holdings (YUMC) | 0.6 | $17M | 402k | 41.50 | |
| CenterPoint Energy (CNP) | 0.6 | $16M | 584k | 27.40 | |
| Analog Devices (ADI) | 0.6 | $16M | 174k | 91.13 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $16M | 78k | 199.48 | |
| Extra Space Storage (EXR) | 0.6 | $15M | 176k | 87.36 | |
| BB&T Corporation | 0.5 | $15M | 295k | 52.03 | |
| Bk Nova Cad (BNS) | 0.5 | $15M | 245k | 61.70 | |
| Waste Management (WM) | 0.5 | $15M | 176k | 84.12 | |
| DBS Group Holdings (DBSDY) | 0.5 | $15M | 178k | 83.89 | |
| Ameriprise Financial (AMP) | 0.5 | $15M | 100k | 147.93 | |
| Vanguard Europe Pacific ETF (VEA) | 0.5 | $15M | 331k | 44.25 | |
| Pepsi (PEP) | 0.5 | $14M | 131k | 109.15 | |
| Total (TTE) | 0.5 | $14M | 243k | 57.67 | |
| Entergy Corporation (ETR) | 0.5 | $14M | 180k | 78.78 | |
| Cadence Design Systems (CDNS) | 0.5 | $14M | 375k | 36.77 | |
| Digital Realty Trust (DLR) | 0.5 | $13M | 124k | 105.38 | |
| Pentair cs (PNR) | 0.5 | $13M | 193k | 68.13 | |
| Principal Financial (PFG) | 0.5 | $13M | 206k | 60.91 | |
| CACI International (CACI) | 0.5 | $13M | 84k | 151.35 | |
| Masco Corporation (MAS) | 0.5 | $13M | 312k | 40.44 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $12M | 164k | 74.61 | |
| Intel Corporation (INTC) | 0.4 | $12M | 237k | 52.08 | |
| Xilinx | 0.4 | $12M | 171k | 72.24 | |
| Sony Corporation (SONY) | 0.4 | $12M | 249k | 48.34 | |
| Aetna | 0.4 | $12M | 71k | 169.00 | |
| Becton, Dickinson and (BDX) | 0.4 | $12M | 56k | 216.70 | |
| MetLife (MET) | 0.4 | $12M | 265k | 45.94 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $12M | 244k | 46.98 | |
| Emerson Electric (EMR) | 0.4 | $11M | 166k | 68.30 | |
| CVS Caremark Corporation (CVS) | 0.4 | $11M | 174k | 62.21 | |
| Devon Energy Corporation (DVN) | 0.4 | $11M | 331k | 31.79 | |
| AmerisourceBergen (COR) | 0.4 | $10M | 120k | 86.21 | |
| Suncor Energy (SU) | 0.4 | $10M | 298k | 34.54 | |
| BAE Systems (BAESY) | 0.4 | $10M | 317k | 32.62 | |
| Schneider Elect Sa-unsp (SBGSY) | 0.4 | $10M | 586k | 17.59 | |
| Danske Bank A/s (DNKEY) | 0.4 | $10M | 553k | 18.59 | |
| Procter & Gamble Company (PG) | 0.4 | $10M | 129k | 79.28 | |
| Union Pacific Corporation (UNP) | 0.3 | $9.7M | 73k | 134.44 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.3 | $9.8M | 141k | 69.68 | |
| Nippon Telegraph & Telephone (NTTYY) | 0.3 | $9.6M | 208k | 46.09 | |
| Pfizer (PFE) | 0.3 | $9.3M | 261k | 35.49 | |
| Starwood Property Trust (STWD) | 0.3 | $9.1M | 434k | 20.95 | |
| Safran S A (SAFRY) | 0.3 | $9.1M | 342k | 26.53 | |
| Smc Corp Japan (SMCAY) | 0.3 | $9.0M | 448k | 20.03 | |
| Intercontin- | 0.3 | $9.0M | 148k | 61.21 | |
| Roche Holding (RHHBY) | 0.3 | $8.7M | 305k | 28.62 | |
| Ishares Msci Japan (EWJ) | 0.3 | $8.4M | 139k | 60.68 | |
| Time Warner | 0.3 | $8.1M | 86k | 94.58 | |
| Sap (SAP) | 0.3 | $8.0M | 77k | 105.16 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $7.8M | 113k | 68.73 | |
| Banco Itau Holding Financeira (ITUB) | 0.3 | $7.8M | 498k | 15.60 | |
| Dowdupont | 0.3 | $7.8M | 123k | 63.71 | |
| 3M Company (MMM) | 0.3 | $7.6M | 35k | 219.52 | |
| Avery Dennison Corporation (AVY) | 0.3 | $7.6M | 71k | 106.26 | |
| Bristol Myers Squibb (BMY) | 0.3 | $7.3M | 116k | 63.25 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.3 | $7.4M | 74k | 99.36 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.3 | $7.4M | 145k | 51.08 | |
| ORIX Corporation (IX) | 0.3 | $7.3M | 82k | 89.86 | |
| Bce (BCE) | 0.2 | $6.7M | 155k | 43.04 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.2 | $6.9M | 808k | 8.50 | |
| UPM-Kymmene Corporation | 0.2 | $6.9M | 185k | 37.17 | |
| McDonald's Corporation (MCD) | 0.2 | $6.5M | 42k | 156.39 | |
| United Technologies Corporation | 0.2 | $6.5M | 52k | 125.83 | |
| Societe Generale SA (SCGLY) | 0.2 | $6.6M | 604k | 10.88 | |
| Helmerich & Payne (HP) | 0.2 | $6.3M | 94k | 66.56 | |
| HSBC Holdings (HSBC) | 0.2 | $5.9M | 123k | 47.67 | |
| U.S. Bancorp (USB) | 0.2 | $5.7M | 113k | 50.50 | |
| Caterpillar (CAT) | 0.2 | $5.6M | 38k | 147.38 | |
| BHP Billiton (BHP) | 0.2 | $5.7M | 129k | 44.43 | |
| Wal-mart de Mexico S A B de C V (WMMVY) | 0.2 | $5.7M | 225k | 25.34 | |
| Sberbank Russia | 0.2 | $5.8M | 328k | 17.59 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $5.3M | 28k | 187.93 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $5.0M | 46k | 110.12 | |
| International Business Machines (IBM) | 0.2 | $5.0M | 33k | 153.42 | |
| Nutrien (NTR) | 0.2 | $4.9M | 105k | 47.26 | |
| Wells Fargo & Company (WFC) | 0.2 | $4.7M | 90k | 52.41 | |
| Nike (NKE) | 0.2 | $4.8M | 72k | 66.45 | |
| Humana (HUM) | 0.2 | $4.7M | 17k | 268.83 | |
| Westrock (WRK) | 0.2 | $4.8M | 75k | 64.17 | |
| Chubb (CB) | 0.2 | $4.9M | 36k | 136.78 | |
| STMicroelectronics (STM) | 0.2 | $4.4M | 196k | 22.29 | |
| McCormick & Company, Incorporated (MKC) | 0.2 | $4.6M | 43k | 106.38 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $4.4M | 89k | 49.69 | |
| Alphabet Inc Class C cs (GOOG) | 0.2 | $4.6M | 4.4k | 1031.72 | |
| Nextera Energy (NEE) | 0.1 | $4.4M | 27k | 163.31 | |
| Amazon (AMZN) | 0.1 | $4.2M | 2.9k | 1447.17 | |
| British American Tobac (BTI) | 0.1 | $4.1M | 72k | 57.69 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $4.2M | 55k | 77.01 | |
| Tencent Holdings Ltd - (TCEHY) | 0.1 | $4.2M | 81k | 52.19 | |
| Phillips 66 (PSX) | 0.1 | $4.1M | 43k | 95.91 | |
| General Electric Company | 0.1 | $3.6M | 264k | 13.48 | |
| Travelers Companies (TRV) | 0.1 | $3.8M | 27k | 138.82 | |
| ConocoPhillips (COP) | 0.1 | $3.6M | 61k | 59.28 | |
| Tor Dom Bk Cad (TD) | 0.1 | $3.8M | 66k | 56.85 | |
| FedEx Corporation (FDX) | 0.1 | $3.3M | 14k | 240.12 | |
| Abbott Laboratories (ABT) | 0.1 | $3.3M | 56k | 59.92 | |
| Stryker Corporation (SYK) | 0.1 | $3.4M | 21k | 160.91 | |
| Walt Disney Company (DIS) | 0.1 | $3.2M | 32k | 100.43 | |
| Cardinal Health (CAH) | 0.1 | $3.1M | 49k | 62.68 | |
| Intuit (INTU) | 0.1 | $3.0M | 18k | 173.37 | |
| Ingredion Incorporated (INGR) | 0.1 | $3.0M | 23k | 128.94 | |
| MasterCard Incorporated (MA) | 0.1 | $2.8M | 16k | 175.18 | |
| PNC Financial Services (PNC) | 0.1 | $2.7M | 18k | 151.23 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.8M | 15k | 188.41 | |
| CMS Energy Corporation (CMS) | 0.1 | $2.4M | 53k | 45.34 | |
| Cme (CME) | 0.1 | $2.6M | 16k | 161.72 | |
| Franklin Resources (BEN) | 0.1 | $2.5M | 73k | 34.68 | |
| Capital One Financial (COF) | 0.1 | $2.4M | 25k | 95.84 | |
| Gilead Sciences (GILD) | 0.1 | $2.7M | 36k | 75.39 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $2.5M | 26k | 95.14 | |
| Precision Drilling Corporation | 0.1 | $2.2M | 802k | 2.77 | |
| Coca-Cola Company (KO) | 0.1 | $2.0M | 45k | 43.43 | |
| Wal-Mart Stores (WMT) | 0.1 | $1.9M | 21k | 88.96 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $2.0M | 7.6k | 263.13 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $2.1M | 7.00 | 299142.86 | |
| Unilever | 0.1 | $2.0M | 36k | 56.38 | |
| TJX Companies (TJX) | 0.1 | $1.9M | 24k | 81.54 | |
| Starbucks Corporation (SBUX) | 0.1 | $2.0M | 35k | 57.90 | |
| iShares MSCI EMU Index (EZU) | 0.1 | $1.9M | 44k | 43.36 | |
| Ingersoll-rand Co Ltd-cl A | 0.1 | $1.8M | 21k | 85.53 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $2.1M | 76k | 27.57 | |
| PPG Industries (PPG) | 0.1 | $1.8M | 16k | 111.58 | |
| General Mills (GIS) | 0.1 | $1.8M | 40k | 45.07 | |
| Royal Dutch Shell | 0.1 | $1.8M | 28k | 63.79 | |
| Technology SPDR (XLK) | 0.1 | $1.6M | 24k | 65.40 | |
| SPDR S&P Oil & Gas Equipt & Servs. | 0.1 | $1.8M | 123k | 14.56 | |
| American Express Company (AXP) | 0.1 | $1.5M | 17k | 93.31 | |
| Moody's Corporation (MCO) | 0.1 | $1.4M | 8.8k | 161.25 | |
| Edwards Lifesciences (EW) | 0.1 | $1.5M | 11k | 139.48 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $1.4M | 12k | 119.97 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $1.4M | 13k | 106.71 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.1 | $1.5M | 41k | 35.21 | |
| Te Connectivity Ltd for | 0.1 | $1.5M | 15k | 99.87 | |
| CSX Corporation (CSX) | 0.0 | $1.0M | 19k | 55.73 | |
| M&T Bank Corporation (MTB) | 0.0 | $988k | 5.4k | 184.33 | |
| Baxter International (BAX) | 0.0 | $1.3M | 19k | 65.05 | |
| Ameren Corporation (AEE) | 0.0 | $1.1M | 19k | 56.60 | |
| Tyson Foods (TSN) | 0.0 | $1.2M | 16k | 73.16 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $1.1M | 13k | 79.04 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $1.0M | 13k | 75.60 | |
| SPDR S&P Dividend (SDY) | 0.0 | $1.1M | 12k | 91.18 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $1.0M | 4.2k | 242.19 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $1.0M | 30k | 34.74 | |
| Broadcom (AVGO) | 0.0 | $1.1M | 4.6k | 235.65 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $922k | 61k | 15.11 | |
| Monsanto Company | 0.0 | $776k | 6.6k | 116.73 | |
| Health Care SPDR (XLV) | 0.0 | $836k | 10k | 81.45 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $711k | 16k | 43.38 | |
| Harley-Davidson (HOG) | 0.0 | $763k | 18k | 42.89 | |
| Morgan Stanley (MS) | 0.0 | $918k | 17k | 53.96 | |
| Newell Rubbermaid (NWL) | 0.0 | $789k | 31k | 25.49 | |
| Casey's General Stores (CASY) | 0.0 | $841k | 7.7k | 109.79 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $835k | 2.5k | 337.92 | |
| Schlumberger (SLB) | 0.0 | $970k | 15k | 64.80 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $741k | 3.5k | 212.93 | |
| Umpqua Holdings Corporation | 0.0 | $784k | 37k | 21.42 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $798k | 5.4k | 146.91 | |
| FMC Corporation (FMC) | 0.0 | $863k | 11k | 76.53 | |
| Oneok (OKE) | 0.0 | $910k | 16k | 56.94 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $838k | 16k | 52.61 | |
| iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.0 | $738k | 14k | 51.54 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $845k | 9.1k | 93.33 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $839k | 12k | 73.08 | |
| Xylem (XYL) | 0.0 | $822k | 11k | 76.94 | |
| American Tower Reit (AMT) | 0.0 | $957k | 6.6k | 145.29 | |
| Hasbro (HAS) | 0.0 | $548k | 6.5k | 84.23 | |
| Lear Corporation (LEA) | 0.0 | $455k | 2.4k | 186.09 | |
| Corning Incorporated (GLW) | 0.0 | $518k | 19k | 27.89 | |
| Bank of America Corporation (BAC) | 0.0 | $630k | 21k | 29.98 | |
| Cummins (CMI) | 0.0 | $509k | 3.1k | 162.05 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $503k | 1.4k | 348.82 | |
| Automatic Data Processing (ADP) | 0.0 | $494k | 4.4k | 113.51 | |
| Nordstrom | 0.0 | $445k | 9.2k | 48.38 | |
| Novartis (NVS) | 0.0 | $495k | 6.1k | 80.83 | |
| Colgate-Palmolive Company (CL) | 0.0 | $484k | 6.8k | 71.70 | |
| Diageo (DEO) | 0.0 | $573k | 4.2k | 135.46 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $645k | 7.8k | 82.59 | |
| Weyerhaeuser Company (WY) | 0.0 | $608k | 17k | 35.01 | |
| Qualcomm (QCOM) | 0.0 | $460k | 8.3k | 55.39 | |
| Accenture (ACN) | 0.0 | $580k | 3.8k | 153.73 | |
| Dr Pepper Snapple | 0.0 | $527k | 4.4k | 118.43 | |
| Fiserv (FI) | 0.0 | $692k | 9.7k | 71.27 | |
| Public Service Enterprise (PEG) | 0.0 | $675k | 13k | 50.21 | |
| Applied Materials (AMAT) | 0.0 | $566k | 10k | 55.59 | |
| Zimmer Holdings (ZBH) | 0.0 | $633k | 5.8k | 109.06 | |
| Domino's Pizza (DPZ) | 0.0 | $465k | 2.0k | 233.67 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $680k | 10k | 67.35 | |
| Invesco (IVZ) | 0.0 | $540k | 17k | 32.04 | |
| Wyndham Worldwide Corporation | 0.0 | $568k | 5.0k | 114.52 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $431k | 4.3k | 100.23 | |
| Essex Property Trust (ESS) | 0.0 | $649k | 2.7k | 240.82 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $655k | 3.5k | 187.14 | |
| Superior Energy Services | 0.0 | $667k | 79k | 8.42 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $584k | 3.7k | 160.00 | |
| Columbia Banking System (COLB) | 0.0 | $454k | 11k | 41.96 | |
| American International (AIG) | 0.0 | $426k | 7.8k | 54.44 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $603k | 2.9k | 206.58 | |
| Simon Property (SPG) | 0.0 | $570k | 3.7k | 154.35 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $664k | 6.6k | 101.36 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $658k | 14k | 46.47 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $640k | 4.2k | 154.22 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $655k | 4.5k | 146.86 | |
| iShares MSCI Canada Index (EWC) | 0.0 | $466k | 17k | 27.55 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $491k | 13k | 38.21 | |
| Walgreen Boots Alliance | 0.0 | $470k | 7.2k | 65.41 | |
| Medtronic (MDT) | 0.0 | $599k | 7.5k | 80.19 | |
| S&p Global (SPGI) | 0.0 | $691k | 3.6k | 191.15 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $344k | 7.1k | 48.27 | |
| Portland General Electric Company (POR) | 0.0 | $234k | 5.8k | 40.48 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $232k | 5.3k | 43.78 | |
| Progressive Corporation (PGR) | 0.0 | $212k | 3.5k | 60.92 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $292k | 5.6k | 52.21 | |
| Affiliated Managers (AMG) | 0.0 | $207k | 1.1k | 189.91 | |
| Canadian Natl Ry (CNI) | 0.0 | $395k | 5.4k | 73.08 | |
| Norfolk Southern (NSC) | 0.0 | $409k | 3.0k | 135.66 | |
| Consolidated Edison (ED) | 0.0 | $314k | 4.0k | 77.82 | |
| Leggett & Platt (LEG) | 0.0 | $284k | 6.4k | 44.41 | |
| Microchip Technology (MCHP) | 0.0 | $235k | 2.6k | 91.19 | |
| NVIDIA Corporation (NVDA) | 0.0 | $344k | 1.5k | 231.49 | |
| Nucor Corporation (NUE) | 0.0 | $205k | 3.4k | 61.19 | |
| Sherwin-Williams Company (SHW) | 0.0 | $411k | 1.0k | 392.55 | |
| Waste Connections | 0.0 | $323k | 4.5k | 71.78 | |
| Dun & Bradstreet Corporation | 0.0 | $373k | 3.2k | 117.11 | |
| DaVita (DVA) | 0.0 | $208k | 3.2k | 65.82 | |
| Cooper Companies | 0.0 | $323k | 1.4k | 228.92 | |
| Valero Energy Corporation (VLO) | 0.0 | $359k | 3.9k | 92.72 | |
| Air Products & Chemicals (APD) | 0.0 | $417k | 2.6k | 159.16 | |
| Anadarko Petroleum Corporation | 0.0 | $230k | 3.8k | 60.46 | |
| CIGNA Corporation | 0.0 | $293k | 1.7k | 167.91 | |
| GlaxoSmithKline | 0.0 | $308k | 7.9k | 39.03 | |
| Praxair | 0.0 | $242k | 1.7k | 144.56 | |
| Symantec Corporation | 0.0 | $387k | 15k | 25.84 | |
| KT Corporation (KT) | 0.0 | $182k | 13k | 13.74 | |
| Illinois Tool Works (ITW) | 0.0 | $342k | 2.2k | 156.67 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $217k | 2.0k | 110.10 | |
| Lowe's Companies (LOW) | 0.0 | $306k | 3.5k | 87.70 | |
| Marriott International (MAR) | 0.0 | $223k | 1.6k | 135.73 | |
| Fifth Third Ban (FITB) | 0.0 | $420k | 13k | 31.77 | |
| Magna Intl Inc cl a (MGA) | 0.0 | $403k | 7.2k | 56.36 | |
| Oracle Corporation (ORCL) | 0.0 | $306k | 6.7k | 45.73 | |
| Roper Industries (ROP) | 0.0 | $236k | 841.00 | 280.62 | |
| Industrial SPDR (XLI) | 0.0 | $352k | 4.7k | 74.31 | |
| Brunswick Corporation (BC) | 0.0 | $226k | 3.8k | 59.46 | |
| Southwest Airlines (LUV) | 0.0 | $317k | 5.5k | 57.23 | |
| Celgene Corporation | 0.0 | $332k | 3.7k | 89.34 | |
| Northwest Natural Gas | 0.0 | $243k | 4.2k | 57.57 | |
| Permian Basin Royalty Trust (PBT) | 0.0 | $144k | 15k | 9.66 | |
| Albemarle Corporation (ALB) | 0.0 | $325k | 3.5k | 92.86 | |
| Siemens (SIEGY) | 0.0 | $327k | 5.1k | 63.92 | |
| Boston Properties (BXP) | 0.0 | $280k | 2.3k | 123.40 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $412k | 2.7k | 155.18 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $256k | 1.6k | 156.48 | |
| Kimco Realty Corporation (KIM) | 0.0 | $252k | 18k | 14.42 | |
| Vanguard Large-Cap ETF (VV) | 0.0 | $338k | 2.8k | 121.28 | |
| Utilities SPDR (XLU) | 0.0 | $259k | 5.1k | 50.54 | |
| Udr (UDR) | 0.0 | $388k | 11k | 35.63 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $420k | 3.6k | 117.06 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $419k | 7.7k | 54.37 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $231k | 2.3k | 100.96 | |
| Motorola Solutions (MSI) | 0.0 | $216k | 2.1k | 105.21 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $219k | 2.9k | 75.47 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $288k | 7.7k | 37.50 | |
| iShares Dow Jones US Financial (IYF) | 0.0 | $274k | 2.3k | 117.60 | |
| PrimeEnergy Corporation (PNRG) | 0.0 | $296k | 5.8k | 51.48 | |
| Dupont Pfd B p (CTA.PB) | 0.0 | $216k | 2.1k | 102.37 | |
| Merrill Lynch Trust prf | 0.0 | $227k | 8.9k | 25.64 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $246k | 3.6k | 69.26 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $399k | 6.3k | 63.02 | |
| MiMedx (MDXG) | 0.0 | $251k | 36k | 6.97 | |
| Huntington Ingalls Inds (HII) | 0.0 | $217k | 840.00 | 258.33 | |
| Prologis (PLD) | 0.0 | $384k | 6.1k | 63.05 | |
| Fortune Brands (FBIN) | 0.0 | $334k | 5.7k | 58.81 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $248k | 1.9k | 132.98 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $211k | 3.4k | 62.43 | |
| Duke Energy (DUK) | 0.0 | $260k | 3.4k | 77.57 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $345k | 5.2k | 65.97 | |
| L Brands | 0.0 | $235k | 6.2k | 38.21 | |
| Duke Energy Corp 5.125% public | 0.0 | $203k | 8.0k | 25.50 | |
| Murphy Usa (MUSA) | 0.0 | $260k | 3.6k | 72.93 | |
| Airbus Group Nv - Unsp (EADSY) | 0.0 | $310k | 11k | 28.81 | |
| Gra | 0.0 | $346k | 7.6k | 45.75 | |
| Summit Bank | 0.0 | $299k | 19k | 15.80 | |
| Allergan | 0.0 | $232k | 1.4k | 168.60 | |
| Welltower Inc Com reit (WELL) | 0.0 | $205k | 3.8k | 54.42 | |
| Digital Realty Trust, Inc., Series I, 6.35% | 0.0 | $213k | 8.1k | 26.46 | |
| Hp (HPQ) | 0.0 | $225k | 10k | 21.91 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $178k | 10k | 17.53 | |
| Life Storage Inc reit | 0.0 | $253k | 3.0k | 83.50 | |
| Dell Technologies Inc Class V equity | 0.0 | $226k | 3.1k | 73.19 | |
| Aegon | 0.0 | $83k | 12k | 6.76 | |
| Lloyds TSB (LYG) | 0.0 | $41k | 11k | 3.76 | |
| Athersys | 0.0 | $27k | 15k | 1.80 | |
| Otis Gold Corporation | 0.0 | $2.0k | 10k | 0.20 | |
| Vale S A | 0.0 | $0 | 60k | 0.00 | |
| Fs Investment Corporation Iii | 0.0 | $82k | 10k | 8.18 | |
| American Green | 0.0 | $0 | 550k | 0.00 | |
| Safeway Inc New Xxx warrant and righ | 0.0 | $0 | 10k | 0.00 | |
| Iconic Brands | 0.0 | $0 | 30k | 0.00 |