Kayne Anderson Rudnick Investment Management as of Dec. 31, 2017
Portfolio Holdings for Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management holds 334 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 |
|---|---|---|---|---|---|
| Autohome Inc- (ATHM) | 4.6 | $566M | 8.8M | 64.67 | |
| Primerica (PRI) | 3.0 | $368M | 3.6M | 101.55 | |
| Copart (CPRT) | 2.8 | $349M | 8.1M | 43.19 | |
| Old Dominion Freight Line (ODFL) | 2.5 | $315M | 2.4M | 131.55 | |
| RBC Bearings Incorporated (RBC) | 2.4 | $299M | 2.4M | 126.40 | |
| Aspen Technology | 2.4 | $297M | 4.5M | 66.20 | |
| Cdw (CDW) | 2.3 | $283M | 4.1M | 69.49 | |
| HFF | 2.3 | $280M | 5.8M | 48.64 | |
| Fox Factory Hldg (FOXF) | 2.2 | $277M | 7.1M | 38.85 | |
| WABCO Holdings | 2.0 | $246M | 1.7M | 143.50 | |
| Gra (GGG) | 2.0 | $244M | 5.4M | 45.22 | |
| Core Laboratories | 1.8 | $221M | 2.0M | 109.55 | |
| MarketAxess Holdings (MKTX) | 1.8 | $216M | 1.1M | 201.75 | |
| Jack Henry & Associates (JKHY) | 1.7 | $210M | 1.8M | 116.96 | |
| Teledyne Technologies Incorporated (TDY) | 1.6 | $202M | 1.1M | 181.15 | |
| FactSet Research Systems (FDS) | 1.6 | $199M | 1.0M | 192.76 | |
| Abaxis | 1.5 | $181M | 3.7M | 49.52 | |
| Artisan Partners (APAM) | 1.5 | $181M | 4.6M | 39.50 | |
| Pool Corporation (POOL) | 1.4 | $174M | 1.3M | 129.65 | |
| Dril-Quip (DRQ) | 1.3 | $160M | 3.3M | 47.70 | |
| Manhattan Associates (MANH) | 1.2 | $143M | 2.9M | 49.54 | |
| Interactive Brokers (IBKR) | 1.1 | $140M | 2.4M | 59.21 | |
| PriceSmart (PSMT) | 1.1 | $137M | 1.6M | 86.10 | |
| Thor Industries (THO) | 1.0 | $128M | 847k | 150.72 | |
| Landstar System (LSTR) | 1.0 | $125M | 1.2M | 104.10 | |
| Cheesecake Factory Incorporated (CAKE) | 1.0 | $123M | 2.5M | 48.18 | |
| Siteone Landscape Supply (SITE) | 1.0 | $119M | 1.6M | 76.70 | |
| Facebook Inc cl a (META) | 1.0 | $118M | 669k | 176.46 | |
| Scotts Miracle-Gro Company (SMG) | 0.9 | $113M | 1.1M | 106.99 | |
| MercadoLibre (MELI) | 0.9 | $111M | 352k | 314.66 | |
| Bank of Hawaii Corporation (BOH) | 0.9 | $107M | 1.2M | 85.70 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.9 | $107M | 2.0M | 53.25 | |
| Ansys (ANSS) | 0.8 | $103M | 701k | 147.59 | |
| Rli (RLI) | 0.8 | $102M | 1.7M | 60.66 | |
| HEICO Corporation (HEI.A) | 0.8 | $101M | 1.3M | 79.05 | |
| Donaldson Company (DCI) | 0.8 | $96M | 2.0M | 48.95 | |
| Chefs Whse (CHEF) | 0.8 | $92M | 4.5M | 20.50 | |
| Anika Therapeutics (ANIK) | 0.7 | $90M | 1.7M | 53.91 | |
| Snap-on Incorporated (SNA) | 0.7 | $85M | 487k | 174.30 | |
| Morningstar (MORN) | 0.7 | $86M | 881k | 96.97 | |
| Cinemark Holdings (CNK) | 0.7 | $82M | 2.3M | 34.82 | |
| National Resh Corp cl a (NRC) | 0.7 | $81M | 2.2M | 37.30 | |
| Badger Meter (BMI) | 0.7 | $80M | 1.7M | 47.80 | |
| re Max Hldgs Inc cl a (RMAX) | 0.6 | $76M | 1.6M | 48.50 | |
| Alibaba Group Holding (BABA) | 0.6 | $76M | 443k | 172.43 | |
| Mgm Growth Properties | 0.6 | $77M | 2.6M | 29.15 | |
| Watsco, Incorporated (WSO) | 0.6 | $72M | 420k | 170.04 | |
| Toro Company (TTC) | 0.6 | $72M | 1.1M | 65.23 | |
| Wynn Resorts (WYNN) | 0.6 | $68M | 403k | 168.58 | |
| Omega Flex (OFLX) | 0.6 | $67M | 944k | 71.41 | |
| Las Vegas Sands (LVS) | 0.5 | $66M | 954k | 69.49 | |
| National Beverage (FIZZ) | 0.5 | $66M | 677k | 97.44 | |
| Nordson Corporation (NDSN) | 0.5 | $65M | 447k | 146.39 | |
| ProShares Credit Suisse 130/30 (CSM) | 0.5 | $65M | 972k | 66.77 | |
| Monster Beverage Corp (MNST) | 0.5 | $65M | 1.0M | 63.29 | |
| First Financial Bankshares (FFIN) | 0.5 | $64M | 1.4M | 45.05 | |
| WD-40 Company (WDFC) | 0.5 | $65M | 546k | 118.00 | |
| Cass Information Systems (CASS) | 0.5 | $64M | 1.1M | 58.21 | |
| NVE Corporation (NVEC) | 0.5 | $63M | 732k | 86.00 | |
| Ellie Mae | 0.5 | $63M | 699k | 89.40 | |
| Expeditors International of Washington (EXPD) | 0.5 | $62M | 958k | 64.69 | |
| Aptar (ATR) | 0.5 | $60M | 700k | 86.28 | |
| Amazon (AMZN) | 0.5 | $60M | 51k | 1169.47 | |
| Paycom Software (PAYC) | 0.5 | $59M | 734k | 80.33 | |
| Cognex Corporation (CGNX) | 0.5 | $57M | 925k | 61.16 | |
| Msci (MSCI) | 0.5 | $55M | 436k | 126.54 | |
| Signature Bank (SBNY) | 0.4 | $55M | 399k | 137.25 | |
| Lennox International (LII) | 0.4 | $54M | 260k | 208.25 | |
| Emerald Expositions Events | 0.4 | $55M | 2.7M | 20.34 | |
| Cooper Companies | 0.4 | $53M | 241k | 217.91 | |
| Patterson Companies (PDCO) | 0.4 | $53M | 1.5M | 36.13 | |
| W.R. Berkley Corporation (WRB) | 0.4 | $51M | 716k | 71.65 | |
| Visa (V) | 0.4 | $50M | 442k | 114.02 | |
| Bank of the Ozarks | 0.4 | $51M | 1.0M | 48.45 | |
| Amphenol Corporation (APH) | 0.4 | $50M | 573k | 87.80 | |
| Zoetis Inc Cl A (ZTS) | 0.4 | $48M | 665k | 72.04 | |
| Aaon (AAON) | 0.4 | $46M | 1.2M | 36.70 | |
| Bank of America Corporation (BAC) | 0.4 | $44M | 1.5M | 29.52 | |
| Lincoln Electric Holdings (LECO) | 0.4 | $45M | 489k | 91.58 | |
| Sally Beauty Holdings (SBH) | 0.3 | $43M | 2.3M | 18.76 | |
| NVIDIA Corporation (NVDA) | 0.3 | $43M | 220k | 193.50 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $40M | 782k | 51.37 | |
| Netflix (NFLX) | 0.3 | $40M | 208k | 191.96 | |
| Moelis & Co (MC) | 0.3 | $37M | 770k | 48.50 | |
| Broadridge Financial Solutions (BR) | 0.3 | $36M | 396k | 90.59 | |
| Philip Morris International (PM) | 0.3 | $36M | 341k | 105.65 | |
| Accenture (ACN) | 0.3 | $36M | 232k | 153.09 | |
| Teradyne (TER) | 0.3 | $36M | 849k | 41.87 | |
| Lamar Advertising Co-a (LAMR) | 0.3 | $36M | 478k | 74.24 | |
| Yandex Nv-a (NBIS) | 0.3 | $34M | 1.0M | 32.75 | |
| Ross Stores (ROST) | 0.3 | $33M | 409k | 80.25 | |
| Carlisle Companies (CSL) | 0.3 | $34M | 296k | 113.65 | |
| American Software (LGTY) | 0.2 | $31M | 2.7M | 11.63 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $30M | 1.0M | 28.60 | |
| Cotiviti Hldgs | 0.2 | $29M | 911k | 32.21 | |
| Home Depot (HD) | 0.2 | $29M | 152k | 189.53 | |
| iShares Russell 2000 Value Index (IWN) | 0.2 | $29M | 230k | 125.75 | |
| Workday Inc cl a (WDAY) | 0.2 | $29M | 282k | 101.74 | |
| Wec Energy Group (WEC) | 0.2 | $28M | 423k | 66.43 | |
| PNC Financial Services (PNC) | 0.2 | $27M | 187k | 144.29 | |
| Caterpillar (CAT) | 0.2 | $27M | 169k | 157.58 | |
| Nike (NKE) | 0.2 | $27M | 426k | 62.55 | |
| Illinois Tool Works (ITW) | 0.2 | $27M | 160k | 166.86 | |
| Roper Industries (ROP) | 0.2 | $28M | 107k | 259.01 | |
| Ecolab (ECL) | 0.2 | $26M | 195k | 134.18 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $26M | 316k | 83.01 | |
| Starbucks Corporation (SBUX) | 0.2 | $25M | 430k | 57.43 | |
| Crown Castle Intl (CCI) | 0.2 | $24M | 220k | 111.01 | |
| U.S. Bancorp (USB) | 0.2 | $23M | 428k | 53.58 | |
| Waste Management (WM) | 0.2 | $24M | 274k | 86.30 | |
| Ctrip.com International | 0.2 | $23M | 525k | 44.10 | |
| Illumina (ILMN) | 0.2 | $23M | 106k | 218.49 | |
| Analog Devices (ADI) | 0.2 | $22M | 250k | 89.02 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $23M | 280k | 81.39 | |
| Activision Blizzard | 0.2 | $22M | 341k | 63.32 | |
| U.S. Physical Therapy (USPH) | 0.2 | $22M | 303k | 72.20 | |
| McDonald's Corporation (MCD) | 0.2 | $21M | 121k | 172.12 | |
| Royal Dutch Shell | 0.2 | $22M | 314k | 68.29 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $21M | 20k | 1053.42 | |
| Travelers Companies (TRV) | 0.2 | $20M | 144k | 135.64 | |
| iShares S&P 500 Index (IVV) | 0.2 | $19M | 72k | 268.91 | |
| Danaher Corporation (DHR) | 0.2 | $19M | 209k | 92.82 | |
| CoStar (CSGP) | 0.2 | $20M | 67k | 296.95 | |
| Kansas City Southern | 0.2 | $20M | 189k | 105.22 | |
| Jp Morgan Alerian Mlp Index | 0.2 | $20M | 720k | 27.47 | |
| Vodafone Group New Adr F (VOD) | 0.2 | $20M | 633k | 31.90 | |
| Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.2 | $19M | 404k | 47.91 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $18M | 205k | 89.17 | |
| RPM International (RPM) | 0.1 | $19M | 362k | 52.42 | |
| Lowe's Companies (LOW) | 0.1 | $19M | 203k | 92.94 | |
| Pioneer Natural Resources | 0.1 | $19M | 109k | 172.85 | |
| Transunion (TRU) | 0.1 | $19M | 347k | 54.96 | |
| Gartner (IT) | 0.1 | $17M | 141k | 123.15 | |
| Altria (MO) | 0.1 | $17M | 239k | 71.41 | |
| Honeywell International (HON) | 0.1 | $17M | 111k | 153.36 | |
| priceline.com Incorporated | 0.1 | $17M | 9.9k | 1737.77 | |
| HSBC Holdings (HSBC) | 0.1 | $16M | 316k | 51.64 | |
| Moody's Corporation (MCO) | 0.1 | $16M | 108k | 147.63 | |
| Bce (BCE) | 0.1 | $16M | 328k | 48.01 | |
| British American Tobac (BTI) | 0.1 | $16M | 235k | 66.99 | |
| Rbc Cad (RY) | 0.1 | $16M | 194k | 81.65 | |
| 3M Company (MMM) | 0.1 | $15M | 63k | 235.38 | |
| At&t (T) | 0.1 | $15M | 389k | 38.88 | |
| AstraZeneca (AZN) | 0.1 | $14M | 413k | 34.70 | |
| Becton, Dickinson and (BDX) | 0.1 | $14M | 67k | 214.07 | |
| TJX Companies (TJX) | 0.1 | $14M | 188k | 76.46 | |
| Hormel Foods Corporation (HRL) | 0.1 | $15M | 415k | 36.39 | |
| Skyworks Solutions (SWKS) | 0.1 | $15M | 162k | 94.94 | |
| Rockwell Automation (ROK) | 0.1 | $15M | 77k | 196.35 | |
| Duke Energy (DUK) | 0.1 | $15M | 177k | 84.11 | |
| Healthequity (HQY) | 0.1 | $15M | 330k | 46.66 | |
| Cme (CME) | 0.1 | $13M | 90k | 146.06 | |
| GlaxoSmithKline | 0.1 | $13M | 369k | 35.47 | |
| Total (TTE) | 0.1 | $13M | 241k | 55.28 | |
| Dr Pepper Snapple | 0.1 | $13M | 137k | 97.06 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $14M | 65k | 208.28 | |
| Financial Engines | 0.1 | $13M | 441k | 30.30 | |
| Winmark Corporation (WINA) | 0.1 | $14M | 107k | 129.40 | |
| Fortis (FTS) | 0.1 | $13M | 353k | 36.67 | |
| PPG Industries (PPG) | 0.1 | $13M | 109k | 116.82 | |
| Whirlpool Corporation (WHR) | 0.1 | $12M | 71k | 168.64 | |
| Realty Income (O) | 0.1 | $12M | 215k | 57.02 | |
| Axalta Coating Sys (AXTA) | 0.1 | $12M | 384k | 32.35 | |
| Medtronic (MDT) | 0.1 | $12M | 152k | 80.75 | |
| Microchip Technology (MCHP) | 0.1 | $11M | 128k | 87.87 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $11M | 288k | 37.80 | |
| Halliburton Company (HAL) | 0.1 | $12M | 236k | 48.87 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $12M | 94k | 124.36 | |
| Oracle Corporation (ORCL) | 0.1 | $12M | 245k | 47.28 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $12M | 76k | 152.48 | |
| Mesa Laboratories (MLAB) | 0.1 | $11M | 87k | 124.30 | |
| Kayne Anderson MLP Investment (KYN) | 0.1 | $11M | 575k | 19.05 | |
| Vermilion Energy (VET) | 0.1 | $12M | 317k | 36.32 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $9.6M | 115k | 83.64 | |
| Ametek (AME) | 0.1 | $9.7M | 134k | 72.47 | |
| Globus Med Inc cl a (GMED) | 0.1 | $10M | 254k | 41.10 | |
| UBS AG LONDON BRH ETRAC Aler Mlp etp | 0.1 | $9.4M | 541k | 17.32 | |
| State Street Corporation (STT) | 0.1 | $8.6M | 88k | 97.62 | |
| Tractor Supply Company (TSCO) | 0.1 | $9.0M | 120k | 74.75 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $8.9M | 66k | 134.71 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $8.6M | 283k | 30.42 | |
| Coca-Cola Company (KO) | 0.1 | $6.9M | 150k | 45.88 | |
| Chevron Corporation (CVX) | 0.1 | $7.3M | 59k | 125.20 | |
| Cisco Systems (CSCO) | 0.1 | $7.7M | 200k | 38.30 | |
| W.W. Grainger (GWW) | 0.1 | $6.9M | 29k | 236.26 | |
| UnitedHealth (UNH) | 0.1 | $7.3M | 33k | 220.46 | |
| Vanguard Extended Market ETF (VXF) | 0.1 | $7.4M | 67k | 111.73 | |
| Ishares Tr eafe min volat (EFAV) | 0.1 | $7.3M | 100k | 72.94 | |
| Abbott Laboratories (ABT) | 0.1 | $6.7M | 118k | 57.07 | |
| Paychex (PAYX) | 0.1 | $5.6M | 83k | 68.08 | |
| AFLAC Incorporated (AFL) | 0.1 | $6.7M | 77k | 87.78 | |
| Amgen (AMGN) | 0.1 | $6.0M | 34k | 173.91 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $6.1M | 82k | 73.66 | |
| Intuit (INTU) | 0.1 | $6.0M | 38k | 157.77 | |
| Automatic Data Processing (ADP) | 0.0 | $4.9M | 42k | 117.19 | |
| Kroger (KR) | 0.0 | $4.6M | 169k | 27.45 | |
| Merck & Co (MRK) | 0.0 | $4.6M | 82k | 56.27 | |
| Omni (OMC) | 0.0 | $4.8M | 66k | 72.83 | |
| J.M. Smucker Company (SJM) | 0.0 | $5.0M | 40k | 124.25 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $5.4M | 16k | 345.43 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $4.5M | 46k | 98.57 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $5.1M | 112k | 45.93 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $4.4M | 117k | 38.07 | |
| iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.0 | $4.6M | 78k | 59.16 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $4.7M | 87k | 53.77 | |
| MSCI Europe Financials Sector Index Fund (EUFN) | 0.0 | $4.5M | 194k | 23.31 | |
| Tower Semiconductor (TSEM) | 0.0 | $5.0M | 147k | 34.08 | |
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $4.5M | 100k | 45.43 | |
| Brown-Forman Corporation (BF.B) | 0.0 | $3.5M | 51k | 68.67 | |
| International Flavors & Fragrances (IFF) | 0.0 | $4.1M | 27k | 152.61 | |
| AmerisourceBergen (COR) | 0.0 | $3.7M | 40k | 91.84 | |
| CVS Caremark Corporation (CVS) | 0.0 | $4.0M | 56k | 72.51 | |
| Procter & Gamble Company (PG) | 0.0 | $3.7M | 41k | 91.87 | |
| Domino's Pizza (DPZ) | 0.0 | $3.4M | 18k | 188.93 | |
| West Pharmaceutical Services (WST) | 0.0 | $3.6M | 37k | 98.66 | |
| Equity Lifestyle Properties (ELS) | 0.0 | $3.1M | 35k | 89.03 | |
| Exponent (EXPO) | 0.0 | $3.2M | 45k | 71.11 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.0 | $3.1M | 59k | 52.55 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.0 | $3.7M | 37k | 101.32 | |
| TAL Education (TAL) | 0.0 | $3.2M | 108k | 29.71 | |
| American Tower Reit (AMT) | 0.0 | $3.4M | 24k | 142.66 | |
| American Homes 4 Rent-a reit (AMH) | 0.0 | $3.3M | 151k | 21.84 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $3.3M | 119k | 27.26 | |
| Ishr Msci Singapore (EWS) | 0.0 | $3.2M | 122k | 25.93 | |
| Gds Holdings ads (GDS) | 0.0 | $3.1M | 140k | 22.53 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $1.9M | 41k | 47.13 | |
| Northern Trust Corporation (NTRS) | 0.0 | $2.0M | 20k | 99.89 | |
| Johnson & Johnson (JNJ) | 0.0 | $3.0M | 22k | 139.74 | |
| Sony Corporation (SONY) | 0.0 | $2.5M | 55k | 44.95 | |
| Brookfield Asset Management | 0.0 | $2.2M | 51k | 43.54 | |
| Novartis (NVS) | 0.0 | $2.5M | 30k | 83.97 | |
| Royal Dutch Shell | 0.0 | $2.1M | 31k | 66.70 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $2.3M | 53k | 43.00 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $1.9M | 60k | 32.22 | |
| Unilever | 0.0 | $2.7M | 48k | 56.33 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $2.5M | 35k | 70.32 | |
| Canadian Natural Resources (CNQ) | 0.0 | $2.1M | 59k | 35.72 | |
| Sap (SAP) | 0.0 | $2.7M | 24k | 112.38 | |
| HDFC Bank (HDB) | 0.0 | $3.1M | 30k | 101.66 | |
| Fair Isaac Corporation (FICO) | 0.0 | $1.9M | 12k | 153.22 | |
| SPDR Gold Trust (GLD) | 0.0 | $2.2M | 18k | 123.64 | |
| Baidu (BIDU) | 0.0 | $2.2M | 9.2k | 234.18 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $2.5M | 17k | 148.67 | |
| Essex Property Trust (ESS) | 0.0 | $2.2M | 9.0k | 241.32 | |
| Abb (ABBNY) | 0.0 | $2.2M | 80k | 26.82 | |
| CRH | 0.0 | $2.2M | 61k | 36.09 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $1.9M | 18k | 101.92 | |
| Open Text Corp (OTEX) | 0.0 | $2.6M | 74k | 35.67 | |
| PS Business Parks | 0.0 | $2.4M | 19k | 125.06 | |
| Golar Lng (GLNG) | 0.0 | $2.2M | 72k | 29.81 | |
| Sunstone Hotel Investors (SHO) | 0.0 | $2.3M | 139k | 16.53 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $2.9M | 23k | 130.60 | |
| Boston Properties (BXP) | 0.0 | $2.9M | 22k | 130.03 | |
| Ball Corporation (BALL) | 0.0 | $2.1M | 56k | 37.86 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $2.4M | 21k | 110.79 | |
| Retail Opportunity Investments | 0.0 | $2.6M | 132k | 19.95 | |
| FleetCor Technologies | 0.0 | $2.6M | 14k | 192.43 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $2.4M | 16k | 154.27 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $2.8M | 16k | 174.26 | |
| Prologis (PLD) | 0.0 | $1.9M | 30k | 64.51 | |
| Yelp Inc cl a (YELP) | 0.0 | $2.6M | 63k | 41.97 | |
| Vantiv Inc Cl A | 0.0 | $2.0M | 28k | 73.53 | |
| Juno Therapeutics | 0.0 | $1.9M | 41k | 45.72 | |
| Diplomat Pharmacy | 0.0 | $1.9M | 95k | 20.07 | |
| Equinix (EQIX) | 0.0 | $2.7M | 5.9k | 453.30 | |
| Acxiom | 0.0 | $2.5M | 110k | 23.07 | |
| Broad | 0.0 | $2.5M | 9.9k | 256.93 | |
| Ishares Inc etp (EWM) | 0.0 | $2.0M | 60k | 32.97 | |
| Ggp | 0.0 | $2.5M | 107k | 23.39 | |
| BP (BP) | 0.0 | $939k | 22k | 42.03 | |
| China Mobile | 0.0 | $976k | 19k | 50.55 | |
| Cnooc | 0.0 | $696k | 4.8k | 143.59 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $1.2M | 30k | 39.67 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.0M | 12k | 85.58 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $918k | 8.6k | 106.99 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $842k | 4.3k | 198.12 | |
| FedEx Corporation (FDX) | 0.0 | $1.3M | 5.4k | 249.63 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.0M | 11k | 98.73 | |
| Mettler-Toledo International (MTD) | 0.0 | $1.2M | 2.0k | 619.48 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $893k | 3.00 | 297666.67 | |
| Pepsi (PEP) | 0.0 | $835k | 7.0k | 119.92 | |
| Rio Tinto (RIO) | 0.0 | $1.1M | 21k | 52.91 | |
| Hershey Company (HSY) | 0.0 | $636k | 5.6k | 113.57 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.6M | 15k | 106.82 | |
| Middleby Corporation (MIDD) | 0.0 | $1.5M | 11k | 135.01 | |
| HCP | 0.0 | $1.4M | 55k | 26.09 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $812k | 7.4k | 109.36 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $693k | 7.8k | 89.21 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $913k | 4.9k | 186.78 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $1.3M | 7.9k | 158.31 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $686k | 8.9k | 76.86 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.1M | 8.8k | 120.65 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $1.5M | 14k | 104.58 | |
| Kayne Anderson Energy Development | 0.0 | $1.1M | 64k | 17.41 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $838k | 10k | 80.72 | |
| iShares S&P Global Utilities Sector (JXI) | 0.0 | $651k | 13k | 49.52 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $1.3M | 13k | 101.60 | |
| Chunghwa Telecom Co Ltd - (CHT) | 0.0 | $1.1M | 32k | 35.45 | |
| Kayne Anderson Mdstm Energy | 0.0 | $744k | 54k | 13.81 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $767k | 7.6k | 100.56 | |
| Expedia (EXPE) | 0.0 | $1.7M | 15k | 119.80 | |
| Walgreen Boots Alliance | 0.0 | $908k | 13k | 72.64 | |
| Teladoc (TDOC) | 0.0 | $1.2M | 34k | 34.85 | |
| Baozun (BZUN) | 0.0 | $1.1M | 36k | 31.56 | |
| Ishares Inc etp (EWT) | 0.0 | $784k | 22k | 36.22 | |
| Invitation Homes (INVH) | 0.0 | $1.6M | 66k | 23.56 | |
| Mulesoft Inc cl a | 0.0 | $1.2M | 50k | 23.26 | |
| National Grid (NGG) | 0.0 | $1.4M | 24k | 58.80 | |
| Okta Inc cl a (OKTA) | 0.0 | $1.5M | 59k | 25.61 | |
| Appian Corp cl a (APPN) | 0.0 | $1.5M | 47k | 31.48 | |
| Cargurus (CARG) | 0.0 | $1.4M | 48k | 29.97 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $421k | 1.6k | 266.62 | |
| General Electric Company | 0.0 | $573k | 33k | 17.44 | |
| Franklin Resources (BEN) | 0.0 | $597k | 14k | 43.36 | |
| SYSCO Corporation (SYY) | 0.0 | $559k | 9.2k | 60.76 | |
| Wells Fargo & Company (WFC) | 0.0 | $244k | 4.0k | 60.79 | |
| Vulcan Materials Company (VMC) | 0.0 | $462k | 3.6k | 128.33 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $302k | 4.0k | 74.86 | |
| Dover Corporation (DOV) | 0.0 | $505k | 5.0k | 101.00 | |
| Cabot Microelectronics Corporation | 0.0 | $276k | 2.9k | 94.20 | |
| Compania Cervecerias Unidas (CCU) | 0.0 | $241k | 8.1k | 29.61 | |
| iShares Gold Trust | 0.0 | $431k | 34k | 12.52 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $231k | 1.9k | 121.71 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $374k | 4.3k | 87.26 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $343k | 3.3k | 104.73 | |
| Kayne Anderson Energy Total Return Fund | 0.0 | $289k | 29k | 10.07 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $386k | 3.3k | 116.23 | |
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $166k | 12k | 13.83 | |
| Blackrock California Mun. Income Trust (BFZ) | 0.0 | $284k | 21k | 13.80 | |
| Ishares High Dividend Equity F (HDV) | 0.0 | $305k | 3.4k | 90.18 | |
| Abbvie (ABBV) | 0.0 | $355k | 3.7k | 96.65 | |
| Direxion Shs Etf Tr | 0.0 | $351k | 34k | 10.46 | |
| Alphabet Inc Class C cs (GOOG) | 0.0 | $204k | 195.00 | 1046.15 | |
| Dentsply Sirona (XRAY) | 0.0 | $367k | 5.6k | 65.87 |