CIK 1492166
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2014-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 | 22.07% | 96 |
| Chemicals | 11.63% | 12 |
| Pharmaceuticals & Biotechnology | 9.87% | 8 |
| Banks | 8.52% | 12 |
| Oil, Gas & Consumable Fuels | 8.08% | 11 |
| Technology Hardware & Equipment | 7.32% | 4 |
| Specialty Retail | 2.99% | 9 |
| Commercial Services & Supplies | 2.48% | 5 |
| Road & Rail | 2.24% | 5 |
| Electrical Equipment & Components | 2.12% | 2 |
| Beverages | 2.11% | 2 |
| Utilities | 2.08% | 16 |
| Paper & Forest Products | 2.06% | 2 |
| Software & IT Services | 2.05% | 1 |
| Hotels, Restaurants & Leisure | 2.02% | 4 |
| Software | 1.96% | 1 |
| Semiconductors & Semiconductor Equipment | 1.94% | 4 |
| Insurance | 1.90% | 11 |
| Machinery | 1.51% | 7 |
| Diversified Telecommunication Services | 1.27% | 3 |
| Metals & Mining | 0.93% | 3 |
| Food Products | 0.73% | 6 |
| Capital Markets | 0.65% | 5 |
| Health Care Equipment & Supplies | 0.50% | 6 |
| Distributors | 0.22% | 4 |
| Tobacco | 0.18% | 2 |
| Aerospace & Defense | 0.11% | 3 |
| Entertainment | 0.10% | 1 |
| Construction & Engineering | 0.09% | 1 |
| Food & Staples Retailing | 0.07% | 2 |
| Equity Real Estate Investment Trusts (REITs) | 0.05% | 4 |
| Automobiles & Components | 0.04% | 3 |
| Communications Equipment | 0.02% | 1 |
| Diversified Consumer Services | 0.02% | 1 |
| Textiles, Apparel & Luxury Goods | 0.02% | 2 |
| Health Care Providers & Services | 0.01% | 1 |
| Leisure Products | 0.01% | 1 |
| Real Estate Management & Development | 0.00% | 1 |
| Household Durables | 0.00% | 1 |
| Coal & Consumable Fuels | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | PG | PROCTER & GAMBLE Co | Materials | 8.09% |
| 2 | USB | US BANCORP \DE\ | Financials | 3.26% |
| 3 | XOM | EXXON MOBIL CORP | Energy | 3.13% |
| 4 | IBM | INTERNATIONAL BUSINESS MACHINES CORP | Information Technology | 3.06% |
| 5 | HD | HOME DEPOT, INC. | Consumer Discretionary | 2.72% |
| 6 | CVX | CHEVRON CORP | Energy | 2.62% |
| 7 | XLY | SELECT SECTOR SPDR TR | Unclassified | 2.62% |
| 8 | V | VISA INC. | Financials | 2.43% |
| 9 | NKE | NIKE, Inc. | Materials | 2.34% |
| 10 | AAPL | Apple Inc. | Information Technology | 2.33% |
169/264 names classified · sector 78.0% of weight · industry 77.9% · mkt cap 77.7%; 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: 78.0% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 77.7% of book weight (161/215 names) · unclassified 22.3%: , XLY, IJR, IJH, XLF, XLE, XLV, IGSB, SHY, XLK +44 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 | PGPROCTER AND GAMBLE CO | 426,682 | $35M | 8.1% | TRIM −5% |
| 2 | USBUS BANCORP | 323,035 | $14M | 3.3% | TRIM −3% |
| 3 | XOMEXXON MOBIL CORP | 159,322 | $14M | 3.1% | HOLD |
| 4 | IBMINTERNATIONAL BUSINESS MACHS | 82,324 | $13M | 3.1% | TRIM −8% |
| 5 | HDHOME DEPOT INC | 103,590 | $12M | 2.7% | TRIM −7% |
| 6 | CVXCHEVRON CORP NEW | 108,123 | $11M | 2.6% | ADD 2% |
| 7 | XLYSELECT SECTOR SPDR TR | 150,602 | $11M | 2.6% | TRIM −5% |
| 8 | VVISA INC | 160,396 | $10M | 2.4% | ADD 266% |
| 9 | NKENIKE INC | 101,016 | $10M | 2.3% | TRIM −6% |
| 10 | AAPLAPPLE INC | 81,106 | $10M | 2.3% | TRIM −10% |
| 11 | JNJJOHNSON & JOHNSON | 100,054 | $10M | 2.3% | TRIM −4% |
| 12 | ABTABBOTT LABS | 212,650 | $10M | 2.3% | TRIM −2% |
| 13 | IJRISHARES TR | 83,163 | $10M | 2.3% | TRIM −5% |
| 14 | MRKMERCK & CO INC | 167,043 | $10M | 2.2% | TRIM −4% |
| 15 | ABBVABBVIE INC | 162,792 | $10M | 2.2% | TRIM −4% |
| 16 | PNCPNC FINL SVCS GROUP INC | 100,943 | $9M | 2.2% | TRIM −5% |
| 17 | NSCNORFOLK SOUTHN CORP | 89,804 | $9M | 2.1% | TRIM −4% |
| 18 | PEPPEPSICO INC | 93,488 | $9M | 2.1% | TRIM −5% |
| 19 | IJHISHARES TR | 58,570 | $9M | 2.1% | TRIM −6% |
| 20 | XLFSELECT SECTOR SPDR TR | 369,215 | $9M | 2.1% | TRIM −5% |
| 21 | ADPAUTOMATIC DATA PROCESSING IN | 103,521 | $9M | 2.1% | TRIM −3% |
| 22 | KMBKIMBERLY-CLARK CORP | 82,739 | $9M | 2.0% | HOLD |
| 23 | UNITED TECHNOLOGIES CORP | 75,509 | $9M | 2.0% | HOLD |
| 24 | MSFTMICROSOFT CORP | 208,730 | $8M | 2.0% | TRIM −5% |
| 25 | GEGENERAL ELECTRIC CO | 340,096 | $8M | 2.0% | HOLD |
| 26 | CSCOCISCO SYS INC | 302,185 | $8M | 1.9% | TRIM −4% |
| 27 | INTCINTEL CORP | 264,553 | $8M | 1.9% | TRIM −4% |
| 28 | YUMYUM BRANDS INC | 103,466 | $8M | 1.9% | TRIM −3% |
| 29 | DUKDUKE ENERGY CORP NEW | 104,167 | $8M | 1.8% | TRIM −6% |
| 30 | AXPAMERICAN EXPRESS CO | 93,854 | $7M | 1.7% | TRIM −4% |
| 31 | WALGREENS BOOTS ALLIANCE INC | 84,360 | $7M | 1.7% | ADD 3% |
| 32 | DOW CHEM CO | 141,453 | $7M | 1.6% | TRIM −2% |
| 33 | METMETLIFE INC | 125,438 | $6M | 1.5% | HOLD |
| 34 | CATCATERPILLAR INC | 77,544 | $6M | 1.4% | ADD 11% |
| 35 | POWERSHARES QQQ TRUST | 55,165 | $6M | 1.3% | HOLD |
| 36 | TAT&T INC | 153,935 | $5M | 1.2% | TRIM −8% |
| 37 | SLBSCHLUMBERGER LTD | 54,751 | $5M | 1.1% | HOLD |
| 38 | EOGEOG RES INC | 45,860 | $4M | 1.0% | ADD 10% |
| 39 | NUENUCOR CORP | 83,586 | $4M | 0.9% | TRIM −7% |
| 40 | XLESELECT SECTOR SPDR TR | 47,698 | $4M | 0.9% | TRIM −5% |
| 41 | XLVSELECT SECTOR SPDR TR | 48,339 | $4M | 0.8% | TRIM −2% |
| 42 | BACBANK AMERICA CORP | 195,300 | $3M | 0.7% | ADD 5% |
| 43 | ECLECOLAB INC | 25,805 | $3M | 0.7% | ADD 16% |
| 44 | GISGENERAL MILLS INC | 47,278 | $3M | 0.6% | HOLD |
| 45 | TROWPRICE T ROWE GROUP INC | 30,898 | $3M | 0.6% | TRIM −9% |
| 46 | CLXCLOROX CO DEL | 18,257 | $2M | 0.5% | TRIM −17% |
| 47 | MMM3M CO | 11,560 | $2M | 0.4% | ADD 3% |
| 48 | BMYBRISTOL-MYERS SQUIBB CO | 26,068 | $2M | 0.4% | HOLD |
| 49 | CINFCINCINNATI FINL CORP | 30,725 | $2M | 0.4% | ADD 4138% |
| 50 | IGSBISHARES TR | 14,831 | $2M | 0.4% | TRIM −5% |
| 51 | PFEPFIZER INC | 44,354 | $2M | 0.4% | HOLD |
| 52 | SHYISHARES TR | 17,818 | $2M | 0.3% | TRIM −7% |
| 53 | XLKSELECT SECTOR SPDR TR | 33,836 | $1M | 0.3% | TRIM −6% |
| 54 | JPMJPMORGAN CHASE & CO | 21,848 | $1M | 0.3% | TRIM −6% |
| 55 | DVYISHARES TR | 16,663 | $1M | 0.3% | TRIM −17% |
| 56 | SPYSTATE STR SPDR S&P 500 ETF T | 5,611 | $1M | 0.3% | ADD 2% |
| 57 | IJKISHARES TR | 6,554 | $1M | 0.3% | HOLD |
| 58 | IJJISHARES TR | 8,014 | $1M | 0.2% | HOLD |
| 59 | PFFISHARES TR | 26,105 | $1M | 0.2% | TRIM −7% |
| 60 | XLPSELECT SECTOR SPDR TR | 20,067 | $978,000 | 0.2% | TRIM −8% |
| 61 | XLISELECT SECTOR SPDR TR | 16,622 | $927,000 | 0.2% | TRIM −7% |
| 62 | HBANHUNTINGTON BANCSHARES INC | 76,482 | $845,000 | 0.2% | ADD 2% |
| 63 | CAHCARDINAL HEALTH INC | 8,705 | $786,000 | 0.2% | TRIM −7% |
| 64 | EMREMERSON ELEC CO | 12,747 | $721,000 | 0.2% | TRIM −89% |
| 65 | AGGISHARES TR | 6,230 | $694,000 | 0.2% | HOLD |
| 66 | BPBP PLC | 16,198 | $634,000 | 0.1% | HOLD |
| 67 | IWVISHARES TR | 4,965 | $615,000 | 0.1% | HOLD |
| 68 | PMPHILIP MORRIS INTL INC | 7,432 | $560,000 | 0.1% | HOLD |
| 69 | FITBFIFTH THIRD BANCORP | 25,201 | $475,000 | 0.1% | HOLD |
| 70 | EFAISHARES TR | 7,114 | $456,000 | 0.1% | TRIM −5% |
| 71 | VZVERIZON COMMUNICATIONS INC | 9,254 | $450,000 | 0.1% | HOLD |
| 72 | DISDISNEY WALT CO | 4,200 | $441,000 | 0.1% | TRIM −11% |
| 73 | PWRQUANTA SVCS INC | 14,000 | $399,000 | 0.1% | TRIM −10% |
| 74 | DU PONT E I DE NEMOURS & CO | 5,323 | $380,000 | 0.1% | ADD 46% |
| 75 | MCDMCDONALDS CORP | 3,640 | $355,000 | 0.1% | ADD 36% |
| 76 | XLBSELECT SECTOR SPDR TR | 7,136 | $348,000 | 0.1% | TRIM −6% |
| 77 | CHAMBERS STR PPTYS | 43,640 | $344,000 | 0.1% | HOLD |
| 78 | DLTRDOLLAR TREE INC | 4,236 | $344,000 | 0.1% | NEW |
| 79 | COPCONOCOPHILLIPS | 5,455 | $340,000 | 0.1% | TRIM −12% |
| 80 | HONHONEYWELL INTL INC | 3,236 | $338,000 | 0.1% | ADD 18% |
| 81 | VNQVANGUARD INDEX FDS | 3,965 | $334,000 | 0.1% | ADD 1001% |
| 82 | ENERGIZER HLDGS INC | 2,346 | $324,000 | 0.1% | HOLD |
| 83 | SJMSMUCKER J M CO | 2,713 | $314,000 | 0.1% | HOLD |
| 84 | IVWISHARES TR | 2,432 | $277,000 | 0.1% | TRIM −18% |
| 85 | ACWXISHARES TR | 6,100 | $273,000 | 0.1% | HOLD |
| 86 | TIPISHARES TR | 2,378 | $270,000 | 0.1% | TRIM −7% |
| 87 | UNPUNION PAC CORP | 2,464 | $267,000 | 0.1% | TRIM −14% |
| 88 | NEENEXTERA ENERGY INC | 2,508 | $261,000 | 0.1% | TRIM −7% |
| 89 | IVEISHARES TR | 2,801 | $259,000 | 0.1% | TRIM −7% |
| 90 | MDYSPDR S&P MIDCAP 400 ETF TR | 861 | $239,000 | 0.1% | HOLD |
| 91 | XLUSELECT SECTOR SPDR TR | 5,024 | $223,000 | 0.1% | TRIM −9% |
| 92 | MOALTRIA GROUP INC | 4,375 | $219,000 | 0.1% | HOLD |
| 93 | UBS AG JERSEY BRH | 5,738 | $218,000 | 0.1% | NEW |
| 94 | AMGNAMGEN INC | 1,305 | $209,000 | 0.0% | HOLD |
| 95 | NVSNOVARTIS AG | 2,122 | $209,000 | 0.0% | HOLD |
| 96 | ITWILLINOIS TOOL WKS INC | 2,144 | $208,000 | 0.0% | ADD 47% |
| 97 | CVSCVS HEALTH CORP | 1,994 | $206,000 | 0.0% | HOLD |
| 98 | VGTVANGUARD WORLD FD | 1,900 | $202,000 | 0.0% | HOLD |
| 99 | COSTCOSTCO WHSL CORP NEW | 1,300 | $197,000 | 0.0% | HOLD |
| 100 | KOCOCA COLA CO | 4,766 | $193,000 | 0.0% | ADD 3% |
| 101 | WFCWELLS FARGO CO NEW | 3,429 | $187,000 | 0.0% | ADD 80% |
| 102 | ROSTROSS STORES INC | 1,760 | $185,000 | 0.0% | HOLD |
| 103 | PSXPHILLIPS 66 | 2,292 | $180,000 | 0.0% | HOLD |
| 104 | MONSANTO CO NEW | 1,509 | $170,000 | 0.0% | HOLD |
| 105 | ICFIShares Cohen & Steers REIT ETF | 1,650 | $167,000 | 0.0% | NEW |
| 106 | LOWLOWES COS INC | 2,250 | $167,000 | 0.0% | ADD 96% |
| 107 | DDOMINION ENERGY INC | 2,250 | $159,000 | 0.0% | HOLD |
| 108 | ORLYOREILLY AUTOMOTIVE INC | 719 | $155,000 | 0.0% | HOLD |
| 109 | XHRXENIA HOTELS & RESORTS INC | 6,811 | $155,000 | 0.0% | NEW |
| 110 | VCSHVANGUARD SCOTTSDALE FDS | 1,883 | $151,000 | 0.0% | HOLD |
| 111 | CSXCSX CORP | 4,525 | $150,000 | 0.0% | HOLD |
| 112 | CIGNA CORPORATION | 1,128 | $146,000 | 0.0% | HOLD |
| 113 | SFSTIFEL FINL CORP | 2,500 | $139,000 | 0.0% | HOLD |
| 114 | MDLZMONDELEZ INTL INC | 3,639 | $131,000 | 0.0% | TRIM −4% |
| 115 | EEMISHARES TR | 3,242 | $130,000 | 0.0% | HOLD |
| 116 | WMBWILLIAMS COS INC | 2,560 | $130,000 | 0.0% | HOLD |
| 117 | MPAAMOTORCAR PTS AMER INC | 4,500 | $125,000 | 0.0% | HOLD |
| 118 | OEFISHARES TR | 1,376 | $124,000 | 0.0% | TRIM −22% |
| 119 | FTSE RAFI 1000 US Lg Cap | 1,275 | $116,000 | 0.0% | HOLD |
| 120 | BRK.BBERKSHIRE HATHAWAY INC DEL | 800 | $115,000 | 0.0% | HOLD |
| 121 | EQTEQT CORP | 1,375 | $114,000 | 0.0% | HOLD |
| 122 | KRKROGER CO | 1,400 | $107,000 | 0.0% | TRIM −79% |
| 123 | LMTLOCKHEED MARTIN CORP | 525 | $107,000 | 0.0% | HOLD |
| 124 | GLAXOSMITHKLINE PLC | 2,302 | $106,000 | 0.0% | ADD 406% |
| 125 | GLDSPDR GOLD TR | 907 | $103,000 | 0.0% | TRIM −21% |
| 126 | KRAFT FOODS GROUP INC | 1,148 | $100,000 | 0.0% | TRIM −11% |
| 127 | IWFISHARES TR | 1,000 | $99,000 | 0.0% | HOLD |
| 128 | MDTMEDTRONIC PLC | 1,242 | $97,000 | 0.0% | NEW |
| 129 | GWWWW GRAINGER INC | 400 | $94,000 | 0.0% | HOLD |
| 130 | QCOMQUALCOMM INC | 1,310 | $91,000 | 0.0% | HOLD |
| 131 | AEPAMERICAN ELEC PWR CO INC | 1,594 | $90,000 | 0.0% | HOLD |
| 132 | OKEONEOK INC NEW | 1,840 | $89,000 | 0.0% | HOLD |
| 133 | MAMASTERCARD INCORPORATED | 1,000 | $86,000 | 0.0% | HOLD |
| 134 | NEUNEWMARKET CORP | 180 | $86,000 | 0.0% | TRIM −11% |
| 135 | SCISERVICE CORP INTL | 3,144 | $82,000 | 0.0% | HOLD |
| 136 | XNTKSPDR SERIES TRUST | 795 | $80,000 | 0.0% | TRIM −15% |
| 137 | FISVFISERV INC | 1,000 | $79,000 | 0.0% | NEW |
| 138 | RJFRAYMOND JAMES FINL INC | 1,387 | $79,000 | 0.0% | HOLD |
| 139 | AVGOBROADCOM CORP | 1,805 | $78,000 | 0.0% | HOLD |
| 140 | DRIDARDEN RESTAURANTS INC | 1,102 | $76,000 | 0.0% | HOLD |
| 141 | PRAXAIR INC | 607 | $73,000 | 0.0% | TRIM −33% |
| 142 | KMPRKEMPER CORP | 1,800 | $70,000 | 0.0% | HOLD |
| 143 | PRICELINE COM INC | 60 | $70,000 | 0.0% | ADD 3% |
| 144 | ACNACCENTURE PLC IRELAND | 750 | $70,000 | 0.0% | HOLD |
| 145 | SCRIPPS NETWORKS INTERACT IN | 1,000 | $69,000 | 0.0% | HOLD |
| 146 | JOHNSON CTLS INC | 1,350 | $68,000 | 0.0% | HOLD |
| 147 | SOSOUTHERN CO | 1,527 | $68,000 | 0.0% | HOLD |
| 148 | TUPPERWARE BRANDS CORP | 960 | $66,000 | 0.0% | HOLD |
| 149 | BAXBAXTER INTL INC | 950 | $65,000 | 0.0% | HOLD |
| 150 | CFRCULLEN FROST BANKERS INC | 940 | $65,000 | 0.0% | HOLD |
| 151 | SPECTRA ENERGY CORP | 1,802 | $65,000 | 0.0% | HOLD |
| 152 | AROWARROW FINL CORP | 2,234 | $61,000 | 0.0% | HOLD |
| 153 | IYRISHARES TR | 775 | $61,000 | 0.0% | HOLD |
| 154 | CABELAS INC | 1,070 | $60,000 | 0.0% | HOLD |
| 155 | ROYAL DUTCH SHELL PLC | 998 | $60,000 | 0.0% | HOLD |
| 156 | BLKBLACKROCK INC | 155 | $57,000 | 0.0% | HOLD |
| 157 | IWRISHARES TR | 325 | $56,000 | 0.0% | HOLD |
| 158 | KIMKIMCO RLTY CORP | 2,000 | $54,000 | 0.0% | HOLD |
| 159 | FRFIRST INDL RLTY TR INC | 2,480 | $53,000 | 0.0% | TRIM −2% |
| 160 | HCSGHEALTHCARE SVCS GROUP INC | 1,650 | $53,000 | 0.0% | HOLD |
| 161 | TGTTARGET CORP | 650 | $53,000 | 0.0% | HOLD |
| 162 | CXWCORECIVIC INC | 1,304 | $52,000 | 0.0% | TRIM −72% |
| 163 | EMNEASTMAN CHEM CO | 742 | $51,000 | 0.0% | HOLD |
| 164 | AJGGALLAGHER ARTHUR J & CO | 1,100 | $51,000 | 0.0% | HOLD |
| 165 | KANSAS CITY SOUTHERN | 500 | $51,000 | 0.0% | HOLD |
| 166 | BDXBECTON DICKINSON & CO | 350 | $50,000 | 0.0% | TRIM −45% |
| 167 | PSMTPRICESMART INC | 587 | $50,000 | 0.0% | HOLD |
| 168 | PEGPUBLIC SVC ENTERPRISE GROUP | 1,200 | $50,000 | 0.0% | HOLD |
| 169 | CLCOLGATE PALMOLIVE CO | 686 | $48,000 | 0.0% | TRIM −29% |
| 170 | PANERA BREAD CO | 301 | $48,000 | 0.0% | HOLD |
| 171 | FFORD MTR CO | 2,830 | $46,000 | 0.0% | HOLD |
| 172 | DHRDANAHER CORP DEL | 533 | $45,000 | 0.0% | HOLD |
| 173 | OREALTY INCOME CORP | 872 | $45,000 | 0.0% | HOLD |
| 174 | UNITED TECHNOLOGIES CORP | 725 | $45,000 | 0.0% | HOLD |
| 175 | VFCV F CORP | 600 | $45,000 | 0.0% | HOLD |
| 176 | ATWOOD OCEANICS INC | 1,570 | $44,000 | 0.0% | ADD 29% |
| 177 | VECTREN CORP | 1,000 | $44,000 | 0.0% | HOLD |
| 178 | ADVENT SOFTWARE | 967 | $43,000 | 0.0% | HOLD |
| 179 | GDGENERAL DYNAMICS CORP | 309 | $42,000 | 0.0% | HOLD |
| 180 | MULTI COLOR CORP | 592 | $41,000 | 0.0% | HOLD |
| 181 | DOVDOVER CORP | 575 | $40,000 | 0.0% | HOLD |
| 182 | GOOGLE INC | 70 | $39,000 | 0.0% | HOLD |
| 183 | LQDISHARES TR | 323 | $39,000 | 0.0% | TRIM −18% |
| 184 | MATMATTEL INC | 1,710 | $39,000 | 0.0% | HOLD |
| 185 | SYYSYSCO CORP | 1,025 | $39,000 | 0.0% | HOLD |
| 186 | ADIANALOG DEVICES INC | 610 | $38,000 | 0.0% | HOLD |
| 187 | Alphabet CL C | 70 | $38,000 | 0.0% | HOLD |
| 188 | VWOVANGUARD INTL EQUITY INDEX F | 940 | $38,000 | 0.0% | HOLD |
| 189 | CPBTHE CAMPBELLS COMPANY | 788 | $37,000 | 0.0% | NEW |
| 190 | FINISH LINE INC | 1,470 | $36,000 | 0.0% | HOLD |
| 191 | CONVERGYS CORP | 1,500 | $34,000 | 0.0% | TRIM −40% |
| 192 | EATON VANCE CORP | 807 | $34,000 | 0.0% | ADD 3% |
| 193 | MONTPELIER RE | 880 | $34,000 | 0.0% | TRIM −14% |
| 194 | WTMWHITE MTNS INS GROUP LTD | 50 | $34,000 | 0.0% | TRIM −14% |
| 195 | RIORIO TINTO PLC | 790 | $33,000 | 0.0% | HOLD |
| 196 | ZBHZIMMER BIOMET HOLDINGS INC | 275 | $32,000 | 0.0% | HOLD |
| 197 | NATIONAL OILWELL VARCO INC | 614 | $31,000 | 0.0% | ADD 309% |
| 198 | FBINFORTUNE BRANDS INNOVATIONS I | 641 | $30,000 | 0.0% | HOLD |
| 199 | WMTWALMART INC | 350 | $29,000 | 0.0% | HOLD |
| 200 | CMICUMMINS INC | 200 | $28,000 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.
