Kayne Anderson Rudnick Investment Management as of Dec. 31, 2013
Portfolio Holdings for Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management holds 287 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Jack Henry & Associates (JKHY) | 3.9 | $232M | 3.9M | 59.21 | |
| Techne Corporation | 2.6 | $154M | 1.6M | 94.67 | |
| Landstar System (LSTR) | 2.5 | $148M | 2.6M | 57.45 | |
| Rli (RLI) | 2.5 | $147M | 1.5M | 97.38 | |
| Copart (CPRT) | 2.5 | $146M | 4.0M | 36.65 | |
| Ansys (ANSS) | 2.3 | $139M | 1.6M | 87.20 | |
| Hittite Microwave Corporation | 2.3 | $139M | 2.2M | 61.73 | |
| FactSet Research Systems (FDS) | 2.0 | $122M | 1.1M | 108.58 | |
| Clarcor | 2.0 | $122M | 1.9M | 64.35 | |
| Owens & Minor (OMI) | 2.0 | $121M | 3.3M | 36.56 | |
| Toro Company (TTC) | 1.9 | $112M | 1.8M | 63.60 | |
| Sirona Dental Systems | 1.7 | $100M | 1.4M | 70.20 | |
| Federated Investors (FHI) | 1.6 | $94M | 3.3M | 28.80 | |
| Computer Programs & Systems (TBRG) | 1.6 | $94M | 1.5M | 61.81 | |
| Hibbett Sports (HIBB) | 1.6 | $93M | 1.4M | 67.15 | |
| Exponent (EXPO) | 1.6 | $93M | 1.2M | 77.27 | |
| RBC Bearings Incorporated (RBC) | 1.5 | $88M | 1.2M | 70.75 | |
| Haemonetics Corporation (HAE) | 1.4 | $87M | 2.1M | 42.13 | |
| Abaxis | 1.4 | $87M | 2.2M | 40.01 | |
| Brown & Brown (BRO) | 1.4 | $82M | 2.6M | 31.39 | |
| Syntel | 1.3 | $76M | 833k | 90.95 | |
| Eaton Vance | 1.3 | $75M | 1.8M | 42.79 | |
| NVR (NVR) | 1.2 | $74M | 72k | 1026.00 | |
| Aptar (ATR) | 1.2 | $72M | 1.1M | 67.81 | |
| Cohen & Steers (CNS) | 1.2 | $70M | 1.8M | 40.06 | |
| Chefs Whse (CHEF) | 1.1 | $67M | 2.3M | 29.16 | |
| Cass Information Systems (CASS) | 1.1 | $66M | 975k | 67.35 | |
| Gra (GGG) | 1.1 | $63M | 809k | 78.12 | |
| RPC (RES) | 1.0 | $62M | 3.5M | 17.85 | |
| Apple (AAPL) | 1.0 | $61M | 109k | 561.02 | |
| Thor Industries (THO) | 1.0 | $62M | 1.1M | 55.23 | |
| WD-40 Company (WDFC) | 1.0 | $62M | 826k | 74.68 | |
| Corporate Executive Board Company | 1.0 | $60M | 769k | 77.43 | |
| CARBO Ceramics | 1.0 | $59M | 506k | 116.53 | |
| First Cash Financial Services | 1.0 | $58M | 944k | 61.84 | |
| Pool Corporation (POOL) | 0.9 | $56M | 963k | 58.14 | |
| Interval Leisure | 0.9 | $54M | 1.8M | 30.91 | |
| Kayne Anderson MLP Investment (KYN) | 0.9 | $52M | 1.3M | 39.85 | |
| Expeditors International of Washington (EXPD) | 0.8 | $48M | 1.1M | 44.25 | |
| Cognex Corporation (CGNX) | 0.7 | $43M | 1.1M | 38.18 | |
| Blackbaud (BLKB) | 0.7 | $42M | 1.1M | 37.65 | |
| Lincoln Electric Holdings (LECO) | 0.7 | $41M | 577k | 71.34 | |
| Ross Stores (ROST) | 0.7 | $41M | 551k | 74.93 | |
| Badger Meter (BMI) | 0.7 | $41M | 751k | 54.50 | |
| Patterson Companies (PDCO) | 0.7 | $40M | 974k | 41.20 | |
| WestAmerica Ban (WABC) | 0.7 | $40M | 708k | 56.46 | |
| National Beverage (FIZZ) | 0.7 | $39M | 1.9M | 20.16 | |
| Cabot Microelectronics Corporation | 0.7 | $39M | 854k | 45.70 | |
| Questar Corporation | 0.7 | $39M | 1.7M | 22.99 | |
| World Fuel Services Corporation (WKC) | 0.6 | $38M | 876k | 43.16 | |
| MSC Industrial Direct (MSM) | 0.6 | $35M | 435k | 80.87 | |
| Facebook Inc cl a (META) | 0.6 | $35M | 642k | 54.65 | |
| MICROS Systems | 0.6 | $34M | 589k | 57.37 | |
| Amphenol Corporation (APH) | 0.6 | $33M | 368k | 89.18 | |
| Applied Materials (AMAT) | 0.5 | $32M | 1.8M | 17.68 | |
| Coca-Cola Company (KO) | 0.5 | $31M | 743k | 41.31 | |
| Advance Auto Parts (AAP) | 0.5 | $29M | 263k | 110.68 | |
| National-Oilwell Var | 0.5 | $29M | 359k | 79.53 | |
| Epr Properties (EPR) | 0.5 | $28M | 560k | 49.16 | |
| Core Laboratories | 0.4 | $27M | 139k | 190.95 | |
| Xilinx | 0.4 | $26M | 567k | 45.92 | |
| T. Rowe Price (TROW) | 0.4 | $25M | 303k | 83.77 | |
| Balchem Corporation (BCPC) | 0.4 | $26M | 442k | 58.70 | |
| Rollins (ROL) | 0.4 | $25M | 829k | 30.29 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $24M | 940k | 26.00 | |
| Time Warner | 0.4 | $24M | 343k | 69.72 | |
| NVE Corporation (NVEC) | 0.4 | $24M | 406k | 58.28 | |
| Colgate-Palmolive Company (CL) | 0.4 | $24M | 361k | 65.21 | |
| Visa (V) | 0.4 | $23M | 103k | 222.68 | |
| Monotype Imaging Holdings | 0.4 | $23M | 725k | 31.86 | |
| Starbucks Corporation (SBUX) | 0.4 | $23M | 290k | 78.39 | |
| Dresser-Rand | 0.4 | $22M | 371k | 59.63 | |
| Advisory Board Company | 0.4 | $22M | 348k | 63.67 | |
| Nike (NKE) | 0.4 | $22M | 273k | 78.64 | |
| 3M Company (MMM) | 0.3 | $21M | 149k | 140.25 | |
| Bed Bath & Beyond | 0.3 | $21M | 263k | 80.30 | |
| Travelers Companies (TRV) | 0.3 | $21M | 230k | 90.54 | |
| Praxair | 0.3 | $21M | 159k | 130.03 | |
| American Express Company (AXP) | 0.3 | $20M | 225k | 90.73 | |
| PNC Financial Services (PNC) | 0.3 | $20M | 263k | 77.58 | |
| Franklin Resources (BEN) | 0.3 | $20M | 341k | 57.73 | |
| Roper Industries (ROP) | 0.3 | $19M | 138k | 138.68 | |
| priceline.com Incorporated | 0.3 | $19M | 17k | 1162.37 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $19M | 184k | 101.20 | |
| Union Pacific Corporation (UNP) | 0.3 | $19M | 111k | 168.00 | |
| TJX Companies (TJX) | 0.3 | $19M | 294k | 63.73 | |
| Baidu (BIDU) | 0.3 | $19M | 104k | 177.88 | |
| Johnson & Johnson (JNJ) | 0.3 | $18M | 198k | 91.59 | |
| Snap-on Incorporated (SNA) | 0.3 | $18M | 164k | 109.52 | |
| V.F. Corporation (VFC) | 0.3 | $18M | 283k | 62.34 | |
| National Interstate Corporation | 0.3 | $18M | 790k | 23.00 | |
| Home Depot (HD) | 0.3 | $17M | 208k | 82.34 | |
| AGL Resources | 0.3 | $17M | 368k | 47.23 | |
| Equifax (EFX) | 0.3 | $17M | 242k | 69.09 | |
| Accenture (ACN) | 0.3 | $16M | 197k | 82.22 | |
| Ecolab (ECL) | 0.3 | $16M | 149k | 104.27 | |
| Schlumberger (SLB) | 0.3 | $15M | 169k | 90.11 | |
| Danaher Corporation (DHR) | 0.3 | $16M | 204k | 77.20 | |
| Fastenal Company (FAST) | 0.3 | $15M | 321k | 47.51 | |
| Precision Castparts | 0.3 | $16M | 58k | 269.30 | |
| MercadoLibre (MELI) | 0.3 | $15M | 143k | 107.79 | |
| Sun Hydraulics Corporation | 0.3 | $16M | 382k | 40.83 | |
| HEICO Corporation (HEI.A) | 0.3 | $16M | 375k | 42.12 | |
| Wolverine World Wide (WWW) | 0.2 | $15M | 432k | 33.96 | |
| WABCO Holdings | 0.2 | $15M | 159k | 93.41 | |
| Monster Beverage | 0.2 | $15M | 221k | 67.77 | |
| Cme (CME) | 0.2 | $14M | 179k | 78.46 | |
| Novartis (NVS) | 0.2 | $14M | 179k | 80.38 | |
| Qualcomm (QCOM) | 0.2 | $15M | 196k | 74.25 | |
| Lowe's Companies (LOW) | 0.2 | $14M | 285k | 49.55 | |
| U.S. Bancorp (USB) | 0.2 | $14M | 337k | 40.40 | |
| Msci (MSCI) | 0.2 | $13M | 303k | 43.72 | |
| Donaldson Company (DCI) | 0.2 | $13M | 303k | 43.46 | |
| Church & Dwight (CHD) | 0.2 | $13M | 200k | 66.28 | |
| UFP Technologies (UFPT) | 0.2 | $13M | 521k | 25.22 | |
| Baxter International (BAX) | 0.2 | $12M | 177k | 69.55 | |
| PetSmart | 0.2 | $13M | 174k | 72.75 | |
| Zoetis Inc Cl A (ZTS) | 0.2 | $13M | 385k | 32.69 | |
| Gilead Sciences (GILD) | 0.2 | $12M | 160k | 75.10 | |
| Covidien | 0.2 | $12M | 175k | 68.10 | |
| Costco Wholesale Corporation (COST) | 0.2 | $11M | 96k | 119.02 | |
| AFLAC Incorporated (AFL) | 0.2 | $12M | 172k | 66.80 | |
| Intuitive Surgical (ISRG) | 0.2 | $11M | 30k | 384.08 | |
| Financial Engines | 0.2 | $11M | 161k | 69.48 | |
| Apache Corporation | 0.2 | $11M | 122k | 85.94 | |
| Emerson Electric (EMR) | 0.2 | $11M | 150k | 70.18 | |
| Estee Lauder Companies (EL) | 0.2 | $11M | 145k | 75.32 | |
| Morningstar (MORN) | 0.2 | $11M | 139k | 78.09 | |
| Nordson Corporation (NDSN) | 0.2 | $11M | 142k | 74.30 | |
| Village Super Market (VLGEA) | 0.2 | $11M | 353k | 31.01 | |
| Fleetmatics | 0.2 | $11M | 250k | 43.25 | |
| PPG Industries (PPG) | 0.2 | $10M | 55k | 189.66 | |
| International Flavors & Fragrances (IFF) | 0.2 | $10M | 120k | 85.98 | |
| Mattel (MAT) | 0.2 | $9.7M | 204k | 47.58 | |
| FLIR Systems | 0.2 | $9.3M | 309k | 30.10 | |
| Aaron's | 0.2 | $9.4M | 319k | 29.40 | |
| Coca-cola Enterprises | 0.2 | $9.7M | 219k | 44.13 | |
| Cerner Corporation | 0.1 | $9.2M | 166k | 55.74 | |
| Analog Devices (ADI) | 0.1 | $8.8M | 173k | 50.93 | |
| Diageo (DEO) | 0.1 | $8.8M | 66k | 132.42 | |
| Illinois Tool Works (ITW) | 0.1 | $8.9M | 106k | 84.08 | |
| Monro Muffler Brake (MNRO) | 0.1 | $9.0M | 160k | 56.36 | |
| PriceSmart (PSMT) | 0.1 | $9.2M | 80k | 115.54 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $8.7M | 213k | 41.14 | |
| Ellie Mae | 0.1 | $9.1M | 338k | 26.87 | |
| Fifth Third Ban (FITB) | 0.1 | $8.4M | 398k | 21.03 | |
| Hub (HUBG) | 0.1 | $8.5M | 213k | 39.88 | |
| Forrester Research (FORR) | 0.1 | $8.5M | 221k | 38.26 | |
| National Resh Corp cl a (NRC) | 0.1 | $8.6M | 455k | 18.82 | |
| Vistaprint N V | 0.1 | $6.9M | 122k | 56.85 | |
| Aaon (AAON) | 0.1 | $6.5M | 204k | 31.95 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $6.5M | 75k | 85.95 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $6.4M | 85k | 74.71 | |
| Heartland Express (HTLD) | 0.1 | $6.0M | 307k | 19.62 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $6.2M | 92k | 67.09 | |
| Mesa Laboratories (MLAB) | 0.1 | $5.8M | 74k | 78.59 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $6.0M | 40k | 149.98 | |
| Jp Morgan Alerian Mlp Index | 0.1 | $5.7M | 123k | 46.35 | |
| Linear Technology Corporation | 0.1 | $5.6M | 122k | 45.55 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $5.0M | 53k | 94.17 | |
| Total (TTE) | 0.1 | $4.6M | 75k | 61.26 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $4.5M | 48k | 92.89 | |
| Vanguard REIT ETF (VNQ) | 0.1 | $4.5M | 70k | 64.55 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $4.2M | 40k | 104.45 | |
| iShares MSCI Malaysia Index Fund | 0.1 | $3.9M | 246k | 15.82 | |
| Kayne Anderson Energy Development | 0.1 | $3.9M | 139k | 27.97 | |
| Kayne Anderson Mdstm Energy | 0.1 | $4.2M | 122k | 34.41 | |
| SPDR Gold Trust (GLD) | 0.1 | $3.7M | 32k | 116.11 | |
| Omega Flex (OFLX) | 0.1 | $3.5M | 170k | 20.46 | |
| Kayne Anderson Energy Total Return Fund | 0.1 | $3.9M | 141k | 27.35 | |
| Brown-Forman Corporation (BF.B) | 0.1 | $2.8M | 37k | 75.56 | |
| Gartner (IT) | 0.1 | $3.2M | 45k | 71.05 | |
| Royal Dutch Shell | 0.1 | $2.9M | 41k | 71.28 | |
| Vodafone | 0.1 | $2.9M | 73k | 39.31 | |
| Dollar Tree (DLTR) | 0.1 | $3.1M | 56k | 56.41 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $2.7M | 26k | 103.18 | |
| Reed Elsevier NV | 0.1 | $2.7M | 64k | 42.66 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $3.0M | 28k | 110.64 | |
| iShares S&P Cal AMTFr Mncpl Bnd (CMF) | 0.1 | $3.0M | 27k | 108.80 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $2.7M | 64k | 41.80 | |
| Airgas | 0.0 | $2.4M | 21k | 111.84 | |
| Waters Corporation (WAT) | 0.0 | $2.5M | 25k | 100.02 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $2.6M | 48k | 53.63 | |
| iShares S&P 500 Index (IVV) | 0.0 | $2.4M | 13k | 185.67 | |
| Stericycle (SRCL) | 0.0 | $2.2M | 19k | 116.20 | |
| Sap (SAP) | 0.0 | $2.4M | 27k | 87.14 | |
| Mead Johnson Nutrition | 0.0 | $2.2M | 26k | 83.75 | |
| Ares Capital Corporation (ARCC) | 0.0 | $2.4M | 133k | 17.77 | |
| athenahealth | 0.0 | $2.4M | 18k | 134.52 | |
| Cameron International Corporation | 0.0 | $2.2M | 37k | 59.54 | |
| Towers Watson & Co | 0.0 | $2.6M | 21k | 127.63 | |
| SolarWinds | 0.0 | $2.7M | 71k | 37.83 | |
| iShares MSCI Singapore Index Fund | 0.0 | $2.6M | 200k | 13.17 | |
| Tripadvisor (TRIP) | 0.0 | $2.5M | 31k | 82.83 | |
| Cnooc | 0.0 | $1.8M | 9.7k | 187.69 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.7M | 21k | 78.70 | |
| FMC Technologies | 0.0 | $1.7M | 33k | 52.22 | |
| Stanley Black & Decker (SWK) | 0.0 | $1.5M | 19k | 80.70 | |
| GlaxoSmithKline | 0.0 | $1.7M | 32k | 53.38 | |
| International Business Machines (IBM) | 0.0 | $2.0M | 11k | 187.58 | |
| Royal Dutch Shell | 0.0 | $1.8M | 24k | 75.13 | |
| Unilever | 0.0 | $1.7M | 43k | 40.23 | |
| First Solar (FSLR) | 0.0 | $1.7M | 30k | 54.64 | |
| Domino's Pizza (DPZ) | 0.0 | $1.7M | 24k | 69.66 | |
| Capella Education Company | 0.0 | $1.9M | 28k | 66.45 | |
| CRH | 0.0 | $1.9M | 76k | 25.55 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $2.0M | 29k | 68.93 | |
| Medidata Solutions | 0.0 | $2.0M | 33k | 60.50 | |
| iShares MSCI Taiwan Index | 0.0 | $1.6M | 112k | 14.42 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $1.9M | 18k | 105.46 | |
| Ipath Dow Jones-aig Commodity (DJP) | 0.0 | $1.5M | 42k | 36.74 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $1.8M | 15k | 116.47 | |
| Mrc Global Inc cmn (MRC) | 0.0 | $2.0M | 61k | 32.25 | |
| BP (BP) | 0.0 | $1.0M | 21k | 48.60 | |
| China Mobile | 0.0 | $1.3M | 24k | 52.28 | |
| Signature Bank (SBNY) | 0.0 | $979k | 9.1k | 107.43 | |
| McDonald's Corporation (MCD) | 0.0 | $1.2M | 12k | 97.06 | |
| Dick's Sporting Goods (DKS) | 0.0 | $1.3M | 22k | 58.10 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $1.0M | 26k | 40.07 | |
| General Electric Company | 0.0 | $1.0M | 37k | 28.03 | |
| Edwards Lifesciences (EW) | 0.0 | $1.1M | 16k | 65.79 | |
| Rockwell Collins | 0.0 | $1.2M | 16k | 73.94 | |
| Pepsi (PEP) | 0.0 | $1.0M | 13k | 82.93 | |
| Procter & Gamble Company (PG) | 0.0 | $1.0M | 12k | 81.41 | |
| Rio Tinto (RIO) | 0.0 | $1.2M | 22k | 56.41 | |
| Sigma-Aldrich Corporation | 0.0 | $1.4M | 15k | 94.02 | |
| Walgreen Company | 0.0 | $1.1M | 19k | 57.42 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.1M | 5.0k | 227.01 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $1.3M | 11k | 115.34 | |
| Intuit (INTU) | 0.0 | $1.3M | 18k | 76.32 | |
| National Grid | 0.0 | $1.4M | 21k | 65.32 | |
| iShares S&P Global Utilities Sector (JXI) | 0.0 | $1.1M | 25k | 44.16 | |
| Pimco Etf Tr 0-5 high yield (HYS) | 0.0 | $1.0M | 9.6k | 106.32 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $1.4M | 25k | 58.25 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $1.0M | 17k | 61.60 | |
| Microsoft Corporation (MSFT) | 0.0 | $535k | 14k | 37.42 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $526k | 9.0k | 58.42 | |
| State Street Corporation (STT) | 0.0 | $684k | 9.3k | 73.39 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $504k | 4.3k | 118.59 | |
| FedEx Corporation (FDX) | 0.0 | $776k | 5.4k | 143.70 | |
| At&t (T) | 0.0 | $485k | 14k | 35.13 | |
| DENTSPLY International | 0.0 | $495k | 10k | 48.50 | |
| Mercury General Corporation (MCY) | 0.0 | $412k | 8.3k | 49.70 | |
| Reynolds American | 0.0 | $367k | 7.3k | 50.04 | |
| SYSCO Corporation (SYY) | 0.0 | $332k | 9.2k | 36.09 | |
| Automatic Data Processing (ADP) | 0.0 | $445k | 5.5k | 80.82 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $318k | 6.1k | 52.35 | |
| AstraZeneca (AZN) | 0.0 | $494k | 8.3k | 59.36 | |
| Altria (MO) | 0.0 | $409k | 11k | 38.43 | |
| Berkshire Hathaway (BRK.A) | 0.0 | $534k | 3.00 | 178000.00 | |
| Merck & Co (MRK) | 0.0 | $580k | 12k | 50.05 | |
| Syngenta | 0.0 | $628k | 7.9k | 79.90 | |
| Hershey Company (HSY) | 0.0 | $544k | 5.6k | 97.14 | |
| Dover Corporation (DOV) | 0.0 | $483k | 5.0k | 96.60 | |
| Bce (BCE) | 0.0 | $405k | 9.4k | 43.29 | |
| PPL Corporation (PPL) | 0.0 | $392k | 13k | 30.12 | |
| Lorillard | 0.0 | $323k | 6.4k | 50.63 | |
| Plains All American Pipeline (PAA) | 0.0 | $469k | 9.1k | 51.79 | |
| British American Tobac (BTI) | 0.0 | $873k | 8.1k | 107.43 | |
| Realty Income (O) | 0.0 | $367k | 9.8k | 37.33 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $489k | 4.6k | 106.33 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $763k | 6.7k | 114.22 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $389k | 5.9k | 65.78 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $638k | 6.4k | 99.56 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $372k | 2.7k | 135.62 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $693k | 6.7k | 103.73 | |
| Clearbridge Energy M | 0.0 | $390k | 14k | 27.25 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.0 | $397k | 3.6k | 109.52 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $368k | 3.4k | 107.76 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $408k | 3.9k | 104.62 | |
| Tortoise Energy Capital Corporation | 0.0 | $358k | 11k | 32.68 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $447k | 4.4k | 101.36 | |
| Chunghwa Telecom Co Ltd - (CHT) | 0.0 | $865k | 28k | 30.96 | |
| Abbvie (ABBV) | 0.0 | $306k | 5.8k | 52.87 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $233k | 6.1k | 38.32 | |
| Abbott Laboratories (ABT) | 0.0 | $222k | 5.8k | 38.36 | |
| Chevron Corporation (CVX) | 0.0 | $267k | 2.1k | 124.77 | |
| Wells Fargo & Company (WFC) | 0.0 | $285k | 6.3k | 45.43 | |
| Vulcan Materials Company (VMC) | 0.0 | $214k | 3.6k | 59.44 | |
| Philip Morris International (PM) | 0.0 | $229k | 2.6k | 87.20 | |
| Southern Company (SO) | 0.0 | $296k | 7.2k | 41.17 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $213k | 3.3k | 64.55 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $258k | 3.6k | 71.31 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.0 | $271k | 3.8k | 70.63 | |
| Vermilion Energy (VET) | 0.0 | $261k | 4.4k | 58.70 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $254k | 2.4k | 104.70 | |
| Kraft Foods | 0.0 | $202k | 3.8k | 53.81 |