CIK 1524566
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2018-Q2. 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 | 91.94% | 126 |
| Specialty Retail | 0.77% | 19 |
| Technology Hardware & Equipment | 0.73% | 18 |
| Banks | 0.65% | 19 |
| Software | 0.58% | 14 |
| Software & IT Services | 0.57% | 12 |
| Pharmaceuticals & Biotechnology | 0.56% | 15 |
| Utilities | 0.47% | 31 |
| Commercial Services & Supplies | 0.42% | 19 |
| Insurance | 0.41% | 23 |
| Oil, Gas & Consumable Fuels | 0.35% | 14 |
| Semiconductors & Semiconductor Equipment | 0.25% | 13 |
| Equity Real Estate Investment Trusts (REITs) | 0.24% | 24 |
| Chemicals | 0.23% | 17 |
| Aerospace & Defense | 0.21% | 9 |
| Capital Markets | 0.20% | 14 |
| Health Care Equipment & Supplies | 0.18% | 13 |
| Diversified Telecommunication Services | 0.14% | 3 |
| Media & Entertainment | 0.12% | 3 |
| Beverages | 0.11% | 5 |
| Machinery | 0.10% | 16 |
| Road & Rail | 0.10% | 5 |
| Hotels, Restaurants & Leisure | 0.09% | 7 |
| Tobacco | 0.07% | 2 |
| Food Products | 0.05% | 10 |
| Entertainment | 0.05% | 1 |
| Communications Equipment | 0.04% | 2 |
| Distributors | 0.04% | 8 |
| Airlines | 0.04% | 5 |
| Automobiles & Components | 0.04% | 4 |
| Textiles, Apparel & Luxury Goods | 0.03% | 5 |
| Life Sciences Tools & Services | 0.03% | 5 |
| Electrical Equipment & Components | 0.03% | 2 |
| Transportation Infrastructure | 0.03% | 4 |
| Food & Staples Retailing | 0.02% | 2 |
| Metals & Mining | 0.02% | 4 |
| Health Care Providers & Services | 0.01% | 3 |
| Leisure Products | 0.01% | 2 |
| Construction & Engineering | 0.01% | 3 |
| Paper & Forest Products | 0.01% | 3 |
| Marine | 0.01% | 2 |
| Professional Services | 0.01% | 1 |
| Household Durables | 0.00% | 1 |
| Diversified Consumer Services | 0.00% | 1 |
| Real Estate Management & Development | 0.00% | 1 |
| Construction Materials | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | Unclassified | 13.25% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | Unclassified | 12.17% |
| 3 | VWO | VANGUARD INTL EQUITY INDEX F | Unclassified | 9.37% |
| 4 | SCHF | SCHWAB STRATEGIC TR | Unclassified | 9.09% |
| 5 | IEMG | ISHARES INC | Unclassified | 7.16% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | Unclassified | 6.28% |
| 7 | SCHB | SCHWAB STRATEGIC TR | Unclassified | 5.95% |
| 8 | VTEB | VANGUARD MUN BD FDS | Unclassified | 5.64% |
| 9 | TFI | SPDR SERIES TRUST | Unclassified | 3.50% |
| 10 | VNQ | VANGUARD INDEX FDS | Unclassified | 3.06% |
387/511 names classified · sector 8.2% of weight · industry 8.1% · mkt cap 8.2%; 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: 8.2% of the book is sector-classified (unclassified names shown, never dropped).
Only 8% of book weight classified — the grid is NOT representative of the whole book.
Classified: 8.0% of book weight (372/440 names) · unclassified 92.0%: VTI, VEA, VWO, SCHF, IEMG, VIG, SCHB, VTEB, TFI, VNQ +58 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 | VTIVANGUARD INDEX FDS | 9,175,401 | $1.4B | 13.3% | ADD 4% |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 29,146,107 | $1.3B | 12.2% | ADD 10% |
| 3 | VWOVANGUARD INTL EQUITY INDEX F | 23,683,352 | $971M | 9.4% | TRIM −5% |
| 4 | SCHFSCHWAB STRATEGIC TR | 28,091,484 | $942M | 9.1% | HOLD |
| 5 | IEMGISHARES INC | 14,326,332 | $742M | 7.2% | ADD 27% |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 5,876,862 | $651M | 6.3% | HOLD |
| 7 | SCHBSCHWAB STRATEGIC TR | 8,762,545 | $617M | 6.0% | TRIM −3% |
| 8 | VTEBVANGUARD MUN BD FDS | 11,577,146 | $585M | 5.6% | ADD 21% |
| 9 | TFISPDR SERIES TRUST | 7,636,927 | $363M | 3.5% | HOLD |
| 10 | VNQVANGUARD INDEX FDS | 3,927,764 | $317M | 3.1% | HOLD |
| 11 | VXFVANGUARD INDEX FDS | 2,501,225 | $307M | 3.0% | HOLD |
| 12 | LQDISHARES TR | 2,348,437 | $270M | 2.6% | ADD 7% |
| 13 | SCHDSCHWAB STRATEGIC TR | 4,973,874 | $264M | 2.5% | TRIM −3% |
| 14 | EMBISHARES TR | 1,591,764 | $172M | 1.7% | ADD 10% |
| 15 | XLESELECT SECTOR SPDR TR | 1,812,413 | $137M | 1.3% | TRIM −21% |
| 16 | VBVANGUARD INDEX FDS | 694,556 | $113M | 1.1% | HOLD |
| 17 | MUBISHARES TR | 829,648 | $90M | 0.9% | TRIM −25% |
| 18 | VDEVANGUARD WORLD FD | 713,301 | $75M | 0.7% | TRIM −33% |
| 19 | VOOVANGUARD INDEX FDS | 224,163 | $60M | 0.6% | TRIM −3% |
| 20 | AAPLAPPLE INC | 224,626 | $51M | 0.5% | ADD 5% |
| 21 | VVVANGUARD INDEX FDS | 316,962 | $42M | 0.4% | TRIM −4% |
| 22 | MSFTMICROSOFT CORP | 365,084 | $42M | 0.4% | HOLD |
| 23 | AMZNAMAZON COM INC | 18,335 | $37M | 0.4% | HOLD |
| 24 | METAMETA PLATFORMS INC | 158,934 | $26M | 0.3% | TRIM −18% |
| 25 | SCHPSCHWAB STRATEGIC TR | 348,079 | $19M | 0.2% | TRIM −10% |
| 26 | BNDVANGUARD BD INDEX FDS | 216,380 | $17M | 0.2% | ADD 8% |
| 27 | GOOGALPHABET INC | 12,407 | $15M | 0.1% | TRIM −3% |
| 28 | JPMJPMORGAN CHASE & CO | 130,189 | $15M | 0.1% | ADD 4% |
| 29 | BRK.BBERKSHIRE HATHAWAY INC DEL | 67,106 | $14M | 0.1% | ADD 17% |
| 30 | UNHUNITEDHEALTH GROUP INC | 50,997 | $14M | 0.1% | HOLD |
| 31 | BACBANK AMERICA CORP | 421,870 | $12M | 0.1% | HOLD |
| 32 | JNJJOHNSON & JOHNSON | 84,459 | $12M | 0.1% | ADD 26% |
| 33 | VVISA INC | 76,591 | $11M | 0.1% | HOLD |
| 34 | GOOGLALPHABET INC | 9,385 | $11M | 0.1% | TRIM −3% |
| 35 | BIVVANGUARD BD INDEX FDS | 131,359 | $11M | 0.1% | ADD 167% |
| 36 | HDHOME DEPOT INC | 48,422 | $10M | 0.1% | TRIM −3% |
| 37 | MAMASTERCARD INCORPORATED | 44,130 | $10M | 0.1% | ADD 4% |
| 38 | BABOEING CO | 26,274 | $10M | 0.1% | HOLD |
| 39 | MRKMERCK & CO INC | 128,064 | $9M | 0.1% | ADD 6% |
| 40 | CSCOCISCO SYS INC | 181,585 | $9M | 0.1% | HOLD |
| 41 | PFEPFIZER INC | 196,627 | $9M | 0.1% | ADD 3% |
| 42 | XOMEXXON MOBIL CORP | 100,979 | $9M | 0.1% | TRIM −5% |
| 43 | SCHHSCHWAB STRATEGIC TR | 202,200 | $8M | 0.1% | ADD 3% |
| 44 | CVXCHEVRON CORP NEW | 68,075 | $8M | 0.1% | TRIM −12% |
| 45 | CCITIGROUP INC | 114,601 | $8M | 0.1% | ADD 10% |
| 46 | VZVERIZON COMMUNICATIONS INC | 143,651 | $8M | 0.1% | ADD 18% |
| 47 | VTIPVANGUARD MALVERN FDS | 156,565 | $8M | 0.1% | TRIM −5% |
| 48 | NVDANVIDIA CORPORATION | 24,284 | $7M | 0.1% | ADD 11% |
| 49 | INTCINTEL CORP | 133,770 | $6M | 0.1% | TRIM −17% |
| 50 | VCITVANGUARD SCOTTSDALE FDS | 71,751 | $6M | 0.1% | ADD 47% |
| 51 | TAT&T INC | 178,264 | $6M | 0.1% | TRIM −7% |
| 52 | COPCONOCOPHILLIPS | 76,521 | $6M | 0.1% | ADD 6% |
| 53 | WFCWELLS FARGO CO NEW | 112,150 | $6M | 0.1% | TRIM −10% |
| 54 | CMCSACOMCAST CORP NEW | 165,176 | $6M | 0.1% | ADD 19% |
| 55 | PGPROCTER AND GAMBLE CO | 69,731 | $6M | 0.1% | TRIM −3% |
| 56 | NFLXNETFLIX INC | 14,597 | $5M | 0.1% | TRIM −5% |
| 57 | ABBVABBVIE INC | 56,322 | $5M | 0.1% | TRIM −15% |
| 58 | MCDMCDONALDS CORP | 31,653 | $5M | 0.1% | TRIM −5% |
| 59 | COSTCOSTCO WHSL CORP NEW | 22,467 | $5M | 0.1% | HOLD |
| 60 | PEPPEPSICO INC | 46,524 | $5M | 0.1% | ADD 5% |
| 61 | TXNTEXAS INSTRS INC | 46,656 | $5M | 0.0% | TRIM −8% |
| 62 | DISDISNEY WALT CO | 42,072 | $5M | 0.0% | HOLD |
| 63 | PCYINVESCO EXCH TRADED FD TR II | 177,107 | $5M | 0.0% | ADD 23% |
| 64 | MOALTRIA GROUP INC | 78,903 | $5M | 0.0% | ADD 14% |
| 65 | ABTABBOTT LABS | 64,368 | $5M | 0.0% | ADD 4% |
| 66 | UNPUNION PAC CORP | 28,993 | $5M | 0.0% | ADD 5% |
| 67 | AMGNAMGEN INC | 22,422 | $5M | 0.0% | HOLD |
| 68 | DOWDUPONT INC | 70,327 | $5M | 0.0% | ADD 11% |
| 69 | WMTWALMART INC | 45,986 | $4M | 0.0% | ADD 9% |
| 70 | NKENIKE INC | 50,897 | $4M | 0.0% | HOLD |
| 71 | HONHONEYWELL INTL INC | 25,407 | $4M | 0.0% | HOLD |
| 72 | PYPLPAYPAL HLDGS INC | 47,931 | $4M | 0.0% | HOLD |
| 73 | ACNACCENTURE PLC IRELAND | 24,184 | $4M | 0.0% | TRIM −3% |
| 74 | SPGSIMON PPTY GROUP INC NEW | 23,154 | $4M | 0.0% | HOLD |
| 75 | KOCOCA COLA CO | 87,581 | $4M | 0.0% | HOLD |
| 76 | LLYELI LILLY & CO | 37,008 | $4M | 0.0% | ADD 12% |
| 77 | DUKDUKE ENERGY CORP NEW | 49,173 | $4M | 0.0% | TRIM −8% |
| 78 | ORCLORACLE CORP | 74,068 | $4M | 0.0% | ADD 15% |
| 79 | QCOMQUALCOMM INC | 52,934 | $4M | 0.0% | ADD 14% |
| 80 | MMM3M CO | 17,760 | $4M | 0.0% | TRIM −4% |
| 81 | AXPAMERICAN EXPRESS CO | 34,949 | $4M | 0.0% | ADD 21% |
| 82 | SPYSTATE STR SPDR S&P 500 ETF T | 12,361 | $4M | 0.0% | TRIM −9% |
| 83 | MMACYS INC | 102,173 | $4M | 0.0% | HOLD |
| 84 | MSMORGAN STANLEY | 76,038 | $4M | 0.0% | TRIM −4% |
| 85 | NEENEXTERA ENERGY INC | 21,031 | $4M | 0.0% | TRIM −3% |
| 86 | ADBEADOBE INC | 12,562 | $3M | 0.0% | TRIM −3% |
| 87 | TGTTARGET CORP | 38,365 | $3M | 0.0% | ADD 7% |
| 88 | KSSKOHLS CORP | 45,339 | $3M | 0.0% | TRIM −3% |
| 89 | CATCATERPILLAR INC | 22,155 | $3M | 0.0% | TRIM −12% |
| 90 | MDTMEDTRONIC PLC | 33,951 | $3M | 0.0% | ADD 12% |
| 91 | LMTLOCKHEED MARTIN CORP | 8,883 | $3M | 0.0% | HOLD |
| 92 | USBUS BANCORP | 57,473 | $3M | 0.0% | TRIM −3% |
| 93 | RAYTHEON CO | 14,136 | $3M | 0.0% | HOLD |
| 94 | PPLPPL CORP | 98,162 | $3M | 0.0% | TRIM −3% |
| 95 | BIIBBIOGEN INC | 8,036 | $3M | 0.0% | ADD 10% |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 18,734 | $3M | 0.0% | ADD 7% |
| 97 | GSGOLDMAN SACHS GROUP INC | 12,018 | $3M | 0.0% | ADD 7% |
| 98 | UNITED TECHNOLOGIES CORP | 18,798 | $3M | 0.0% | ADD 7% |
| 99 | EXCEXELON CORP | 58,436 | $3M | 0.0% | TRIM −5% |
| 100 | HPHelmerich & Payne Inc. | 35,848 | $2M | 0.0% | ADD 2% |
| 101 | OXYOCCIDENTAL PETE CORP | 29,919 | $2M | 0.0% | ADD 9% |
| 102 | BLKBLACKROCK INC | 5,182 | $2M | 0.0% | TRIM −4% |
| 103 | DHRDANAHER CORP DEL | 22,294 | $2M | 0.0% | TRIM −3% |
| 104 | CRMSALESFORCE INC | 14,853 | $2M | 0.0% | HOLD |
| 105 | FEFIRSTENERGY CORP | 63,447 | $2M | 0.0% | HOLD |
| 106 | TWENTY FIRST CENTY FOX INC | 50,672 | $2M | 0.0% | ADD 14% |
| 107 | RFREGIONS FINANCIAL CORP NEW | 127,246 | $2M | 0.0% | TRIM −4% |
| 108 | PNCPNC FINL SVCS GROUP INC | 17,038 | $2M | 0.0% | TRIM −5% |
| 109 | DDOMINION ENERGY INC | 32,963 | $2M | 0.0% | TRIM −9% |
| 110 | MARATHON OIL CORP | 98,712 | $2M | 0.0% | HOLD |
| 111 | CBCHUBB LIMITED | 16,859 | $2M | 0.0% | ADD 55% |
| 112 | AVGOBROADCOM INC | 9,109 | $2M | 0.0% | ADD 11% |
| 113 | HCP INC | 84,458 | $2M | 0.0% | HOLD |
| 114 | ADPAUTOMATIC DATA PROCESSING IN | 14,623 | $2M | 0.0% | TRIM −2% |
| 115 | CMECME GROUP INC | 12,914 | $2M | 0.0% | TRIM −12% |
| 116 | LOWLOWES COS INC | 19,107 | $2M | 0.0% | ADD 11% |
| 117 | PRUPRUDENTIAL FINL INC | 21,289 | $2M | 0.0% | ADD 3% |
| 118 | XYZBLOCK INC | 21,776 | $2M | 0.0% | TRIM −79% |
| 119 | COFCAPITAL ONE FINL CORP | 22,456 | $2M | 0.0% | ADD 22% |
| 120 | PMPHILIP MORRIS INTL INC | 25,699 | $2M | 0.0% | TRIM −11% |
| 121 | BNYBANK NEW YORK MELLON CORP | 41,068 | $2M | 0.0% | TRIM −11% |
| 122 | ISRGINTUITIVE SURGICAL INC | 3,620 | $2M | 0.0% | HOLD |
| 123 | CLCOLGATE PALMOLIVE CO | 30,908 | $2M | 0.0% | ADD 3% |
| 124 | ANADARKO PETE CORP | 30,505 | $2M | 0.0% | ADD 16% |
| 125 | CMSCMS ENERGY CORP | 41,095 | $2M | 0.0% | TRIM −7% |
| 126 | CSXCSX CORP | 26,951 | $2M | 0.0% | HOLD |
| 127 | SUNTRUST BKS INC | 29,470 | $2M | 0.0% | HOLD |
| 128 | INTUINTUIT | 8,491 | $2M | 0.0% | ADD 10% |
| 129 | AEPAMERICAN ELEC PWR CO INC | 27,055 | $2M | 0.0% | ADD 9% |
| 130 | XELXCEL ENERGY INC | 40,270 | $2M | 0.0% | TRIM −5% |
| 131 | EOGEOG RES INC | 14,892 | $2M | 0.0% | ADD 8% |
| 132 | PGRPROGRESSIVE CORP | 26,687 | $2M | 0.0% | TRIM −11% |
| 133 | FDXFEDEX CORP | 7,797 | $2M | 0.0% | HOLD |
| 134 | KIMKIMCO RLTY CORP | 112,109 | $2M | 0.0% | TRIM −9% |
| 135 | EDCONSOLIDATED EDISON INC | 24,317 | $2M | 0.0% | TRIM −30% |
| 136 | METMETLIFE INC | 39,599 | $2M | 0.0% | TRIM −6% |
| 137 | SOSOUTHERN CO | 42,105 | $2M | 0.0% | TRIM −13% |
| 138 | BB&T CORP | 37,342 | $2M | 0.0% | ADD 7% |
| 139 | BMYBRISTOL-MYERS SQUIBB CO | 29,093 | $2M | 0.0% | ADD 36% |
| 140 | ALLALLSTATE CORP | 18,231 | $2M | 0.0% | HOLD |
| 141 | AMTAMERICAN TOWER CORP | 12,069 | $2M | 0.0% | ADD 21% |
| 142 | ORLYOREILLY AUTOMOTIVE INC | 5,045 | $2M | 0.0% | HOLD |
| 143 | GMGENERAL MTRS CO | 51,072 | $2M | 0.0% | TRIM −13% |
| 144 | NSCNORFOLK SOUTHN CORP | 9,500 | $2M | 0.0% | ADD 3% |
| 145 | ILMNILLUMINA INC | 4,644 | $2M | 0.0% | ADD 35% |
| 146 | SCHWSCHWAB CHARLES CORP | 34,626 | $2M | 0.0% | TRIM −16% |
| 147 | SYKSTRYKER CORPORATION | 9,564 | $2M | 0.0% | TRIM −5% |
| 148 | DTEDTE ENERGY CO | 15,537 | $2M | 0.0% | ADD 5% |
| 149 | TMOTHERMO FISHER SCIENTIFIC INC | 6,943 | $2M | 0.0% | ADD 5% |
| 150 | NATIONAL OILWELL VARCO INC | 39,290 | $2M | 0.0% | ADD 28% |
| 151 | BKNGBOOKING HOLDINGS INC | 852 | $2M | 0.0% | TRIM −5% |
| 152 | VTRVENTAS INC | 30,752 | $2M | 0.0% | HOLD |
| 153 | CCICROWN CASTLE INC | 14,914 | $2M | 0.0% | ADD 23% |
| 154 | TJXTJX COS INC NEW | 14,815 | $2M | 0.0% | HOLD |
| 155 | HESS CORP | 23,117 | $2M | 0.0% | ADD 17% |
| 156 | WELLWELLTOWER INC | 25,697 | $2M | 0.0% | ADD 7% |
| 157 | BENFRANKLIN RESOURCES INC | 54,234 | $2M | 0.0% | ADD 114% |
| 158 | MTBM & T BK CORP | 9,925 | $2M | 0.0% | TRIM −8% |
| 159 | CVSCVS HEALTH CORP | 20,672 | $2M | 0.0% | ADD 5% |
| 160 | ALLERGAN PLC | 8,493 | $2M | 0.0% | ADD 48% |
| 161 | MRSHMARSH & MCLENNAN COS INC | 19,449 | $2M | 0.0% | TRIM −5% |
| 162 | ETRENTERGY CORP NEW | 19,785 | $2M | 0.0% | HOLD |
| 163 | MUMICRON TECHNOLOGY INC | 35,310 | $2M | 0.0% | TRIM −9% |
| 164 | SCANA CORP NEW | 40,911 | $2M | 0.0% | ADD 54% |
| 165 | NOCNORTHROP GRUMMAN CORP | 5,007 | $2M | 0.0% | TRIM −6% |
| 166 | AESAES Corp. | 113,202 | $2M | 0.0% | ADD 25% |
| 167 | GDGENERAL DYNAMICS CORP | 7,736 | $2M | 0.0% | HOLD |
| 168 | CLXCLOROX CO DEL | 10,474 | $2M | 0.0% | TRIM −2% |
| 169 | EMREMERSON ELEC CO | 20,556 | $2M | 0.0% | ADD 5% |
| 170 | VLOVALERO ENERGY CORP | 13,830 | $2M | 0.0% | TRIM −9% |
| 171 | UNMUNUM GROUP | 39,999 | $2M | 0.0% | TRIM −29% |
| 172 | ANETArista Networks Inc | 5,842 | $2M | 0.0% | TRIM −16% |
| 173 | ALGNALIGN TECHNOLOGY INC | 3,945 | $2M | 0.0% | HOLD |
| 174 | EXREXTRA SPACE STORAGE INC | 17,799 | $2M | 0.0% | TRIM −19% |
| 175 | SRESEMPRA | 13,538 | $2M | 0.0% | ADD 14% |
| 176 | ELVELEVANCE HEALTH INC FORMERLY | 5,601 | $2M | 0.0% | ADD 3% |
| 177 | BDXBECTON DICKINSON & CO | 5,872 | $2M | 0.0% | ADD 2% |
| 178 | SPGIS&P GLOBAL INC | 7,779 | $2M | 0.0% | TRIM −6% |
| 179 | AETNA INC NEW | 7,483 | $2M | 0.0% | HOLD |
| 180 | AEEAMEREN CORP | 23,874 | $2M | 0.0% | ADD 4% |
| 181 | CNPCENTERPOINT ENERGY INC | 54,577 | $2M | 0.0% | ADD 8% |
| 182 | AONAON PLC | 9,756 | $2M | 0.0% | TRIM −11% |
| 183 | ZTSZOETIS INC | 16,357 | $1M | 0.0% | TRIM −7% |
| 184 | OREALTY INCOME CORP | 26,122 | $1M | 0.0% | HOLD |
| 185 | CFCF INDS HLDGS INC | 27,213 | $1M | 0.0% | HOLD |
| 186 | HUMHUMANA INC | 4,352 | $1M | 0.0% | HOLD |
| 187 | AFLAFLAC INC | 31,157 | $1M | 0.0% | ADD 37% |
| 188 | PEGPUBLIC SVC ENTERPRISE GROUP | 27,606 | $1M | 0.0% | TRIM −5% |
| 189 | PSAPUBLIC STORAGE OPER CO | 7,226 | $1M | 0.0% | HOLD |
| 190 | URIUNITED RENTALS INC | 8,786 | $1M | 0.0% | TRIM −8% |
| 191 | GILDGILEAD SCIENCES INC | 18,382 | $1M | 0.0% | ADD 7% |
| 192 | HBANHUNTINGTON BANCSHARES INC | 94,746 | $1M | 0.0% | ADD 20% |
| 193 | FITBFIFTH THIRD BANCORP | 49,865 | $1M | 0.0% | TRIM −42% |
| 194 | MPCMARATHON PETE CORP | 17,298 | $1M | 0.0% | HOLD |
| 195 | CELGENE CORP | 15,323 | $1M | 0.0% | ADD 33% |
| 196 | FISVFISERV INC | 16,455 | $1M | 0.0% | ADD 5% |
| 197 | BAXBAXTER INTL INC | 17,540 | $1M | 0.0% | HOLD |
| 198 | CHTRCHARTER COMMUNICATIONS INC | 4,137 | $1M | 0.0% | ADD 3% |
| 199 | WECWEC ENERGY GROUP INC | 19,906 | $1M | 0.0% | TRIM −2% |
| 200 | L BRANDS INC | 43,559 | $1M | 0.0% | ADD 30% |
Where this firm's principals came from and which firms its alumni went on to found.