Q1 2019 Holdings
Filed 2019-05-02 | 66 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Campbell Soup(CPB) | COM | 134429109 | $242 | 6,358 | 0.0% |
| US Bancorp(USB) | COM | 902973304 | $297 | 6,167 | 0.0% |
| Affiliated Managers Grp(AMG) | COM | 008252108 | $325 | 3,030 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $342 | 1,644 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $368 | 6,762 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $429 | 7,355 | 0.0% |
| Alliance Data Sys Corp(BFH) | COM | 018581108 | $436 | 2,490 | 0.0% |
| IShares Tr Russell 2000(IWM) | ETF | 464287655 | $559 | 3,650 | 0.0% |
| The Scotts Miracle-Gro Company(SMG) | COM | 810186106 | $570 | 7,255 | 0.0% |
| Knight Swift Transportation(KNX) | COM | 499049104 | $586 | 17,930 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $593 | 7,195 | 0.0% |
| Radian Group Inc(RDN) | COM | 750236101 | $617 | 29,750 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $652 | 5,015 | 0.0% |
| HollyFrontier Corporation(HFCUSD) | COM | 436106108 | $693 | 14,070 | 0.0% |
| United Therapeutics(UTHR) | COM | 91307C102 | $707 | 6,020 | 0.0% |
| F5 Networks, Inc(FFIV) | COM | 315616102 | $710 | 4,523 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $739 | 16,967 | 0.0% |
| Expeditors Int'l WA(EXPD) | COM | 302130109 | $819 | 10,784 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $862 | 10,625 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $884 | 6,239 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $898 | 34,396 | 0.0% |
| Alkermes Plc(ALKS) | COM | G01767105 | $1.0K | 28,020 | 0.0% |
| L3 Technologies Inc | COM | 502413107 | $1.1K | 5,105 | 0.0% |
| Ecolab Inc.(ECL) | COM | 278865100 | $1.1K | 6,000 | 0.0% |
| IShares Core S&P 500 ETF(IVV) | ETF | 464287200 | $1.1K | 3,856 | 0.0% |
| TD Ameritrade Holding Cp(AMT) | COM | 87236Y108 | $1.1K | 22,639 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $1.2K | 9,490 | 0.0% |
| Fastenal Company(FAST) | COM | 311900104 | $1.3K | 19,686 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $1.3K | 5,305 | 0.0% |
| Schwab US Small Cap ETF(SCHA) | ETF | 808524607 | $1.4K | 19,426 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $1.4K | 42,406 | 0.0% |
| McDonalds Corp.(MCD) | COM | 580135101 | $1.5K | 7,669 | 0.0% |
| Equinix, Inc(EQIX) | COM | 29444U700 | $1.7K | 3,819 | 0.0% |
| E O G Resources Inc.(EOG) | COM | 26875P101 | $1.9K | 19,822 | 0.0% |
| Servicenow, Inc(NOW) | COM | 81762P102 | $1.9K | 7,705 | 0.0% |
| Coca Cola Co.(KO) | COM | 191216100 | $2.1K | 44,395 | 0.0% |
| Chubb Ltd F(CB) | COM | H1467J104 | $2.1K | 14,954 | 0.0% |
| FIS(FIS) | COM | 31620M106 | $2.1K | 18,734 | 0.0% |
| Alphabet Inc Cl A(GOOGL) | COM | 02079K305 | $2.2K | 1,874 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $2.2K | 13,297 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $2.2K | 21,613 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $2.3K | 30,359 | 0.0% |
| Walt Disney Company(DIS) | COM | 254687106 | $2.5K | 22,093 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.5K | 9,973 | 0.0% |
| Spdr S&P Midcap 400 ETF(MDY) | ETF | 78467Y107 | $2.7K | 7,934 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $2.8K | 9,469 | 0.1% |
| J.P. Morgan Chase & Co.(JPM) | COM | 46625H100 | $2.9K | 28,287 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.0K | 8,283 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.0K | 21,638 | 0.1% |
| Merck & Co.(MRK) | COM | 58933Y105 | $3.0K | 36,608 | 0.1% |