CIK 1435346
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2018-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 23.85% | 48 |
| Software | 8.89% | 7 |
| Semiconductors & Semiconductor Equipment | 7.36% | 6 |
| Machinery | 6.40% | 4 |
| Pharmaceuticals & Biotechnology | 6.26% | 8 |
| Utilities | 5.70% | 8 |
| Technology Hardware & Equipment | 4.97% | 10 |
| Specialty Retail | 4.04% | 15 |
| Banks | 3.88% | 9 |
| Oil, Gas & Consumable Fuels | 3.62% | 7 |
| Commercial Services & Supplies | 3.19% | 11 |
| Software & IT Services | 2.90% | 8 |
| Equity Real Estate Investment Trusts (REITs) | 2.75% | 18 |
| Diversified Consumer Services | 2.64% | 2 |
| Insurance | 2.48% | 11 |
| Hotels, Restaurants & Leisure | 2.27% | 4 |
| Automobiles & Components | 1.66% | 4 |
| Diversified Telecommunication Services | 1.45% | 3 |
| Chemicals | 1.19% | 5 |
| Tobacco | 0.92% | 1 |
| Food & Staples Retailing | 0.77% | 2 |
| Marine | 0.73% | 1 |
| Health Care Equipment & Supplies | 0.45% | 4 |
| Beverages | 0.39% | 4 |
| Aerospace & Defense | 0.24% | 3 |
| Textiles, Apparel & Luxury Goods | 0.19% | 1 |
| Road & Rail | 0.18% | 1 |
| Transportation Infrastructure | 0.17% | 1 |
| Capital Markets | 0.15% | 2 |
| Airlines | 0.10% | 3 |
| Distributors | 0.06% | 2 |
| Paper & Forest Products | 0.06% | 1 |
| Communications Equipment | 0.05% | 1 |
| Media & Entertainment | 0.03% | 1 |
| Life Sciences Tools & Services | 0.01% | 1 |
| Health Care Providers & Services | 0.00% | 1 |
| Food Products | 0.00% | 1 |
| Construction & Engineering | 0.00% | 1 |
| Entertainment | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | EEM | ISHARES TR | Unclassified | 5.91% |
| 2 | AVANGRID INC | Unclassified | 3.45% | |
| 3 | NEE | NEXTERA ENERGY INC | Utilities | 3.10% |
| 4 | ZTS | Zoetis Inc. | Health Care | 2.86% |
| 5 | JNJ | JOHNSON & JOHNSON | Health Care | 2.85% |
| 6 | MSFT | MICROSOFT CORP | Information Technology | 2.81% |
| 7 | XYL | Xylem Inc. | Industrials | 2.74% |
| 8 | FSLR | FIRST SOLAR, INC. | Information Technology | 2.70% |
| 9 | LAUR | LAUREATE EDUCATION, INC. | Consumer Discretionary | 2.63% |
| 10 | AWK | American Water Works Company, Inc. | Utilities | 2.53% |
173/221 names classified · sector 76.2% of weight · industry 76.2% · mkt cap 73.2%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 76.2% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 71.6% of book weight (161/193 names) · unclassified 28.4%: , EEM, BABA, PAGS, SPY, NTES, BIDU, JD, STZ, URTH +22 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | EEMISHARES TR | 695,830 | $30M | 5.9% | NEW |
| 2 | AVANGRID INC | 346,547 | $17M | 3.5% | ADD 42% |
| 3 | NEENEXTERA ENERGY INC | 81,170 | $16M | 3.1% | HOLD |
| 4 | ZTSZOETIS INC | 143,517 | $14M | 2.9% | TRIM −3% |
| 5 | JNJJOHNSON & JOHNSON | 102,960 | $14M | 2.8% | TRIM −2% |
| 6 | MSFTMICROSOFT CORP | 120,240 | $14M | 2.8% | TRIM −4% |
| 7 | XYLXYLEM INC | 175,473 | $14M | 2.7% | HOLD |
| 8 | FSLRFIRST SOLAR INC | 258,309 | $14M | 2.7% | HOLD |
| 9 | LAURLAUREATE EDUCATION INC | 889,441 | $13M | 2.6% | ADD 7% |
| 10 | AWKAMERICAN WTR WKS CO INC NEW | 122,900 | $13M | 2.5% | HOLD |
| 11 | BLKBBLACKBAUD INC | 154,788 | $12M | 2.4% | ADD 9% |
| 12 | JCIJOHNSON CONTROLS INTERNATION | 322,462 | $12M | 2.4% | TRIM −14% |
| 13 | PATTERN ENERGY GROUP INC. | 538,573 | $12M | 2.3% | ADD 4% |
| 14 | BXPBXP INC | 84,993 | $11M | 2.3% | ADD 67% |
| 15 | NUANCE COMMUNICATIONS INC | 670,919 | $11M | 2.2% | ADD 9% |
| 16 | HDHOME DEPOT INC | 56,680 | $11M | 2.2% | HOLD |
| 17 | XYZBLOCK INC | 143,384 | $11M | 2.1% | ADD 6% |
| 18 | ITRIITRON INC | 225,477 | $11M | 2.1% | ADD 8% |
| 19 | JPMJPMORGAN CHASE & CO | 99,940 | $10M | 2.0% | TRIM −2% |
| 20 | TXNTEXAS INSTRS INC | 95,200 | $10M | 2.0% | HOLD |
| 21 | COVANTA HOLDINGS CORP | 580,456 | $10M | 2.0% | TRIM −5% |
| 22 | MCDMCDONALDS CORP | 51,130 | $10M | 1.9% | HOLD |
| 23 | COPCONOCOPHILLIPS | 145,440 | $10M | 1.9% | TRIM −25% |
| 24 | INSTRUCTURE INC | 196,339 | $9M | 1.8% | ADD 9% |
| 25 | CSCOCISCO SYS INC | 161,750 | $9M | 1.7% | TRIM −2% |
| 26 | BABAALIBABA GROUP HLDG LTD | 46,850 | $9M | 1.7% | TRIM −4% |
| 27 | RAYTHEON CO | 46,140 | $8M | 1.7% | TRIM −10% |
| 28 | ADIANALOG DEVICES INC | 78,500 | $8M | 1.6% | TRIM −2% |
| 29 | TSLATESLA INC | 29,209 | $8M | 1.6% | ADD 52% |
| 30 | UNHUNITEDHEALTH GROUP INC | 32,920 | $8M | 1.6% | TRIM −3% |
| 31 | PAGSPAGSEGURO DIGITAL LTD | 259,920 | $8M | 1.5% | TRIM −33% |
| 32 | NTRSNORTHERN TR CORP | 85,200 | $8M | 1.5% | HOLD |
| 33 | CVXCHEVRON CORP NEW | 56,430 | $7M | 1.4% | HOLD |
| 34 | TAT&T INC | 219,000 | $7M | 1.4% | HOLD |
| 35 | WTSWATTS WATER TECHNOLOGIES INC | 69,016 | $6M | 1.1% | TRIM −13% |
| 36 | INTCINTEL CORP | 92,150 | $5M | 1.0% | TRIM −3% |
| 37 | WALGREENS BOOTS ALLIANCE INC | 77,000 | $5M | 1.0% | HOLD |
| 38 | MOALTRIA GROUP INC | 81,380 | $5M | 0.9% | HOLD |
| 39 | WMSADVANCED DRAIN SYS INC DEL | 167,766 | $4M | 0.9% | TRIM −21% |
| 40 | RPDRAPID7 INC | 75,805 | $4M | 0.8% | TRIM −40% |
| 41 | SFMSPROUTS FMRS MKT INC | 171,908 | $4M | 0.7% | TRIM −39% |
| 42 | CCLCARNIVAL CORP | 72,940 | $4M | 0.7% | HOLD |
| 43 | INVITAE CORP | 138,334 | $3M | 0.6% | TRIM −57% |
| 44 | SPYSTATE STR SPDR S&P 500 ETF T | 10,512 | $3M | 0.6% | ADD 27% |
| 45 | AAPLAPPLE INC | 15,590 | $3M | 0.6% | TRIM −12% |
| 46 | UBIQUITI NETWORKS INC | 17,494 | $3M | 0.5% | TRIM −52% |
| 47 | NEW ORIENTAL ED & TECHNOLOGY | 26,300 | $2M | 0.5% | HOLD |
| 48 | AMZNAMAZON COM INC | 1,270 | $2M | 0.4% | TRIM −16% |
| 49 | VVISA INC | 13,470 | $2M | 0.4% | TRIM −6% |
| 50 | NTESNETEASE COM INC | 8,200 | $2M | 0.4% | ADD 4% |
| 51 | BIDUBAIDU INC | 11,700 | $2M | 0.4% | HOLD |
| 52 | GOOGALPHABET INC | 1,421 | $2M | 0.3% | TRIM −16% |
| 53 | METAMETA PLATFORMS INC | 9,600 | $2M | 0.3% | TRIM −19% |
| 54 | GOOGLALPHABET INC | 1,280 | $2M | 0.3% | TRIM −3% |
| 55 | ELVELEVANCE HEALTH INC FORMERLY | 5,220 | $1M | 0.3% | TRIM −16% |
| 56 | TMOTHERMO FISHER SCIENTIFIC INC | 5,410 | $1M | 0.3% | TRIM −16% |
| 57 | JDJD.COM INC | 45,400 | $1M | 0.3% | HOLD |
| 58 | ORLYOREILLY AUTOMOTIVE INC | 3,280 | $1M | 0.3% | TRIM −17% |
| 59 | ACNACCENTURE PLC IRELAND | 7,190 | $1M | 0.3% | NEW |
| 60 | PYPLPAYPAL HLDGS INC | 12,000 | $1M | 0.2% | TRIM −17% |
| 61 | ISRGINTUITIVE SURGICAL INC | 2,060 | $1M | 0.2% | TRIM −16% |
| 62 | ROSTROSS STORES INC | 12,410 | $1M | 0.2% | TRIM −4% |
| 63 | INTUINTUIT | 4,400 | $1M | 0.2% | TRIM −17% |
| 64 | HONHONEYWELL INTL INC | 7,230 | $1M | 0.2% | TRIM −16% |
| 65 | FISVFISERV INC | 12,830 | $1M | 0.2% | ADD 8% |
| 66 | ULTAULTA BEAUTY INC | 3,150 | $1M | 0.2% | TRIM −24% |
| 67 | COSTCOSTCO WHSL CORP NEW | 4,350 | $1M | 0.2% | TRIM −28% |
| 68 | AMGNAMGEN INC | 5,450 | $1M | 0.2% | TRIM −23% |
| 69 | EQIXEQUINIX INC | 2,260 | $1M | 0.2% | TRIM −17% |
| 70 | MASMASCO CORP | 25,730 | $1M | 0.2% | ADD 10% |
| 71 | IDXXIDEXX LABS INC | 4,430 | $991,000 | 0.2% | TRIM −17% |
| 72 | ALLALLSTATE CORP | 10,400 | $979,000 | 0.2% | TRIM −16% |
| 73 | CTASCINTAS CORP | 4,760 | $962,000 | 0.2% | ADD 90% |
| 74 | LABORATORY CORP AMER HLDGS | 6,030 | $922,000 | 0.2% | TRIM −16% |
| 75 | EOGEOG RES INC | 9,670 | $920,000 | 0.2% | TRIM −26% |
| 76 | UPSUNITED PARCEL SERVICE INC | 8,080 | $903,000 | 0.2% | TRIM −17% |
| 77 | SINA CORP | 14,600 | $865,000 | 0.2% | TRIM −5% |
| 78 | SYKSTRYKER CORPORATION | 4,350 | $859,000 | 0.2% | ADD 184% |
| 79 | NKENIKE INC | 10,170 | $856,000 | 0.2% | TRIM −17% |
| 80 | BKNGBOOKING HOLDINGS INC | 490 | $855,000 | 0.2% | TRIM −16% |
| 81 | SPGSIMON PPTY GROUP INC NEW | 4,470 | $814,000 | 0.2% | TRIM −16% |
| 82 | SPGIS&P GLOBAL INC | 3,730 | $785,000 | 0.2% | TRIM −17% |
| 83 | STZCONSTELLATION BRANDS INC | 4,240 | $743,000 | 0.1% | TRIM −17% |
| 84 | MRSHMARSH & MCLENNAN COS INC | 7,870 | $739,000 | 0.1% | TRIM −17% |
| 85 | NDAQNASDAQ INC | 8,300 | $726,000 | 0.1% | TRIM −16% |
| 86 | ROPROPER TECHNOLOGIES INC | 2,120 | $725,000 | 0.1% | ADD 12% |
| 87 | EAELECTRONIC ARTS INC | 6,830 | $694,000 | 0.1% | TRIM −17% |
| 88 | PEPPEPSICO INC | 5,520 | $676,000 | 0.1% | TRIM −17% |
| 89 | DOWDUPONT INC | 12,590 | $671,000 | 0.1% | TRIM −17% |
| 90 | URTHISHARES INC | 7,520 | $668,000 | 0.1% | ADD 242% |
| 91 | SBUXSTARBUCKS CORP | 8,640 | $642,000 | 0.1% | TRIM −17% |
| 92 | PPGPPG INDS INC | 5,450 | $615,000 | 0.1% | TRIM −17% |
| 93 | YUMYUM BRANDS INC | 6,060 | $605,000 | 0.1% | TRIM −17% |
| 94 | PNCPNC FINL SVCS GROUP INC | 4,830 | $592,000 | 0.1% | TRIM −17% |
| 95 | YUMCYUM CHINA HLDGS INC | 11,700 | $525,000 | 0.1% | ADD 15% |
| 96 | BACBANK AMERICA CORP | 18,060 | $498,000 | 0.1% | TRIM −26% |
| 97 | KOCOCA COLA CO | 10,400 | $487,000 | 0.1% | TRIM −17% |
| 98 | FRCBFIRST REP BK SAN FRANCISCO C | 4,150 | $417,000 | 0.1% | TRIM −16% |
| 99 | SHWSHERWIN WILLIAMS CO | 890 | $383,000 | 0.1% | TRIM −17% |
| 100 | WFCWELLS FARGO CO NEW | 7,620 | $368,000 | 0.1% | NEW |
| 101 | PFEPFIZER INC | 8,490 | $361,000 | 0.1% | TRIM −15% |
| 102 | MAMASTERCARD INCORPORATED | 1,490 | $351,000 | 0.1% | TRIM −7% |
| 103 | VZVERIZON COMMUNICATIONS INC | 5,710 | $338,000 | 0.1% | ADD 549% |
| 104 | PKGPACKAGING CORP AMER | 3,200 | $318,000 | 0.1% | TRIM −17% |
| 105 | WMTWALMART INC | 3,220 | $314,000 | 0.1% | ADD 571% |
| 106 | IBNICICI BANK LIMITED | 24,680 | $283,000 | 0.1% | ADD 19% |
| 107 | MOMO INC | 7,000 | $268,000 | 0.1% | HOLD |
| 108 | EXCEXELON CORP | 5,070 | $254,000 | 0.1% | TRIM −21% |
| 109 | MRKMERCK & CO INC | 3,050 | $254,000 | 0.1% | NEW |
| 110 | BZUNBAOZUN INC | 6,000 | $249,000 | 0.0% | ADD 50% |
| 111 | PGRPROGRESSIVE CORP | 3,450 | $249,000 | 0.0% | TRIM −7% |
| 112 | BDXBECTON DICKINSON & CO | 970 | $242,000 | 0.0% | TRIM −8% |
| 113 | FISFIDELITY NATL INFORMATION SV | 2,140 | $242,000 | 0.0% | TRIM −18% |
| 114 | DELLDELL TECHNOLOGIES INC | 3,990 | $234,000 | 0.0% | NEW |
| 115 | WMWASTE MGMT INC DEL | 2,250 | $234,000 | 0.0% | TRIM −20% |
| 116 | MSIMOTOROLA SOLUTIONS INC | 1,660 | $233,000 | 0.0% | TRIM −11% |
| 117 | XOMEXXON MOBIL CORP | 2,840 | $229,000 | 0.0% | TRIM −7% |
| 118 | RSGREPUBLIC SVCS INC | 2,810 | $226,000 | 0.0% | TRIM −20% |
| 119 | AFLAFLAC INC | 4,370 | $218,000 | 0.0% | TRIM −19% |
| 120 | MUMICRON TECHNOLOGY INC | 5,210 | $215,000 | 0.0% | TRIM −7% |
| 121 | TRVTRAVELERS COMPANIES INC | 1,570 | $215,000 | 0.0% | TRIM −11% |
| 122 | AGNCAGNC Investment Corp | 11,440 | $206,000 | 0.0% | TRIM −7% |
| 123 | TORCHMARK CORP | 2,480 | $203,000 | 0.0% | TRIM −11% |
| 124 | PSXPHILLIPS 66 | 2,100 | $200,000 | 0.0% | TRIM −7% |
| 125 | ANNALY MORTGAGE MANAGEMENT | 19,920 | $199,000 | 0.0% | TRIM −7% |
| 126 | ARWArrow Electronics | 2,540 | $196,000 | 0.0% | TRIM −7% |
| 127 | JKHYHENRY JACK & ASSOC INC | 1,380 | $191,000 | 0.0% | TRIM −7% |
| 128 | IXNISHARES TR | 1,110 | $190,000 | 0.0% | ADD 296% |
| 129 | HPQHP INC | 9,750 | $189,000 | 0.0% | TRIM −7% |
| 130 | HUMHUMANA INC | 710 | $189,000 | 0.0% | TRIM −8% |
| 131 | HOLLYFRONTIER CORP | 3,780 | $186,000 | 0.0% | ADD 5% |
| 132 | DALDELTA AIR LINES INC | 3,470 | $179,000 | 0.0% | TRIM −2% |
| 133 | DEMWISDOMTREE TR | 4,080 | $179,000 | 0.0% | ADD 6% |
| 134 | MPCMARATHON PETE CORP | 2,945 | $176,000 | 0.0% | TRIM −7% |
| 135 | UALUNITED AIRLS HLDGS INC | 2,180 | $174,000 | 0.0% | TRIM −17% |
| 136 | KRKROGER CO | 6,970 | $171,000 | 0.0% | TRIM −17% |
| 137 | LUVSOUTHWEST AIRLS CO | 3,110 | $161,000 | 0.0% | TRIM −7% |
| 138 | CECELANESE CORP DEL | 1,600 | $158,000 | 0.0% | TRIM −8% |
| 139 | LEALEAR CORP | 1,160 | $157,000 | 0.0% | TRIM −7% |
| 140 | TGTTARGET CORP | 1,890 | $152,000 | 0.0% | TRIM −11% |
| 141 | HDBHDFC BANK LTD | 1,300 | $151,000 | 0.0% | ADD 30% |
| 142 | ABTABBOTT LABS | 1,760 | $141,000 | 0.0% | NEW |
| 143 | NTAPNetApp Inc. | 2,030 | $141,000 | 0.0% | TRIM −7% |
| 144 | CNCCENTENE CORP DEL | 2,640 | $140,000 | 0.0% | NEW |
| 145 | HARRIS CORP DEL | 860 | $137,000 | 0.0% | TRIM −8% |
| 146 | HPEHEWLETT PACKARD ENTERPRISE C | 8,870 | $137,000 | 0.0% | TRIM −30% |
| 147 | PXHINVESCO EXCH TRADED FD TR II | 6,210 | $133,000 | 0.0% | ADD 4% |
| 148 | EEMVISHARES INC | 2,200 | $130,000 | 0.0% | NEW |
| 149 | SYYSYSCO CORP | 1,950 | $130,000 | 0.0% | TRIM −10% |
| 150 | IXJISHARES TR | 2,100 | $128,000 | 0.0% | TRIM −40% |
| 151 | FOXFOX CORP | 3,550 | $127,000 | 0.0% | NEW |
| 152 | RXIISHARES TR | 1,090 | $123,000 | 0.0% | ADD 336% |
| 153 | VLOVALERO ENERGY CORP | 1,350 | $115,000 | 0.0% | TRIM −46% |
| 154 | AZOAUTOZONE INC | 110 | $113,000 | 0.0% | NEW |
| 155 | TMUST-MOBILE US INC | 1,440 | $100,000 | 0.0% | TRIM −8% |
| 156 | RGAREINSURANCE GRP OF AMERICA I | 650 | $92,000 | 0.0% | TRIM −7% |
| 157 | SYFSYNCHRONY FINANCIAL | 2,690 | $86,000 | 0.0% | TRIM −7% |
| 158 | AXPAMERICAN EXPRESS CO | 760 | $83,000 | 0.0% | NEW |
| 159 | IQVIQVIA HLDGS INC | 506 | $73,000 | 0.0% | TRIM −17% |
| 160 | EWJISHARES INC | 1,260 | $69,000 | 0.0% | NEW |
| 161 | DISCOVER FINL SVCS | 930 | $66,000 | 0.0% | TRIM −8% |
| 162 | EPPISHARES INC | 1,420 | $65,000 | 0.0% | ADD 129% |
| 163 | ECLECOLAB INC | 360 | $64,000 | 0.0% | TRIM −5% |
| 164 | FNFFIDELITY NATL FINL INC | 1,580 | $58,000 | 0.0% | TRIM −7% |
| 165 | KSSKOHLS CORP | 820 | $56,000 | 0.0% | TRIM −19% |
| 166 | IXGISHARES TR | 870 | $54,000 | 0.0% | ADD 26% |
| 167 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 920 | $48,000 | 0.0% | NEW |
| 168 | ALVAUTOLIV INC | 640 | $47,000 | 0.0% | ADD 14% |
| 169 | CDWCDW CORP | 490 | $47,000 | 0.0% | NEW |
| 170 | ELSEQUITY LIFESTYLE PPTYS INC | 410 | $47,000 | 0.0% | ADD 17% |
| 171 | AMTAMERICAN TOWER CORP | 230 | $45,000 | 0.0% | ADD 21% |
| 172 | PSAPUBLIC STORAGE OPER CO | 200 | $44,000 | 0.0% | ADD 25% |
| 173 | DEIDOUGLAS EMMETT INC | 1,070 | $43,000 | 0.0% | ADD 312% |
| 174 | TOTAL SYS SVCS INC | 450 | $43,000 | 0.0% | TRIM −4% |
| 175 | AVBAVALONBAY CMNTYS INC | 200 | $40,000 | 0.0% | ADD 18% |
| 176 | RWOSPDR INDEX SHS FDS | 790 | $40,000 | 0.0% | NEW |
| 177 | DISCOVERY COMMUNICATIONS | 1,550 | $39,000 | 0.0% | NEW |
| 178 | ABBVABBVIE INC | 470 | $38,000 | 0.0% | NEW |
| 179 | LMTLOCKHEED MARTIN CORP | 120 | $36,000 | 0.0% | HOLD |
| 180 | PS BUSINESS PKS INC CALIF | 220 | $35,000 | 0.0% | ADD 29% |
| 181 | HIWHIGHWOODS PPTYS INC | 710 | $33,000 | 0.0% | ADD 48% |
| 182 | DLRDIGITAL RLTY TR INC | 270 | $32,000 | 0.0% | ADD 23% |
| 183 | RETAIL OPPORTUNITY INVESTMENTS | 1,820 | $32,000 | 0.0% | ADD 25% |
| 184 | AVGOBROADCOM INC | 100 | $30,000 | 0.0% | NEW |
| 185 | ADCAGREE RLTY CORP | 420 | $29,000 | 0.0% | ADD 24% |
| 186 | EXREXTRA SPACE STORAGE INC | 280 | $29,000 | 0.0% | ADD 27% |
| 187 | NHINATIONAL HEALTH INVS INC | 370 | $29,000 | 0.0% | ADD 23% |
| 188 | CMECME GROUP INC | 170 | $28,000 | 0.0% | HOLD |
| 189 | EGPEASTGROUP PPTYS INC | 240 | $27,000 | 0.0% | ADD 33% |
| 190 | BAXBAXTER INTL INC | 280 | $23,000 | 0.0% | TRIM −10% |
| 191 | MAAMID-AMER APT CMNTYS INC | 210 | $23,000 | 0.0% | ADD 200% |
| 192 | HCAHCA HEALTHCARE INC | 170 | $22,000 | 0.0% | HOLD |
| 193 | SKTTANGER INC | 1,040 | $22,000 | 0.0% | ADD 28% |
| 194 | GMGENERAL MTRS CO | 500 | $19,000 | 0.0% | TRIM −93% |
| 195 | DTEDTE ENERGY CO | 140 | $17,000 | 0.0% | HOLD |
| 196 | ADMARCHER DANIELS MIDLAND CO | 380 | $16,000 | 0.0% | HOLD |
| 197 | EDCONSOLIDATED EDISON INC | 190 | $16,000 | 0.0% | HOLD |
| 198 | VOOVANGUARD INDEX FDS | 60 | $16,000 | 0.0% | HOLD |
| 199 | FIRST DATA CORP NEW | 540 | $14,000 | 0.0% | TRIM −17% |
| 200 | EZUISHARES INC MSCI EURZONE ETF | 350 | $14,000 | 0.0% | NEW |
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