$232 Million is the total value of CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s 292 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 51.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CTAS | Sell | CINTAS CORP | $7,550,000 | -19.5% | 44,941 | -5.2% | 3.26% | -3.2% |
| PGR | Sell | PROGRESSIVE CORP OHIO | $6,183,000 | -18.2% | 102,492 | -3.7% | 2.67% | -1.7% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $6,112,000 | -12.7% | 22,933 | -3.0% | 2.64% | +4.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $5,784,000 | -19.7% | 41,021 | -3.1% | 2.50% | -3.4% |
| LNG | Sell | CHENIERE ENERGY INC | $5,691,000 | -17.3% | 96,146 | -2.9% | 2.46% | -0.6% |
| SNPS | Buy | SYNOPSYS INC | $5,561,000 | -12.5% | 66,015 | +2.5% | 2.40% | +5.3% |
| ZBRA | Sell | ZEBRA TECHNOLOGIES CORPcl a | $5,340,000 | -12.8% | 33,535 | -3.1% | 2.30% | +4.9% |
| GRMN | Sell | GARMIN LTD | $5,333,000 | -11.1% | 84,217 | -1.7% | 2.30% | +6.8% |
| PTC | Sell | PTC INC | $5,212,000 | -24.2% | 62,873 | -2.8% | 2.25% | -8.8% |
| HPQ | Sell | HP INC | $5,187,000 | -23.9% | 253,516 | -4.2% | 2.24% | -8.5% |
| ABT | Sell | ABBOTT LABS | $5,173,000 | -2.7% | 71,522 | -1.3% | 2.23% | +17.0% |
| AON | Sell | AON PLC | $4,954,000 | -8.0% | 34,084 | -2.6% | 2.14% | +10.7% |
| HRL | Sell | HORMEL FOODS CORP | $4,877,000 | +7.1% | 114,264 | -1.1% | 2.10% | +28.7% |
| HUM | Sell | HUMANA INC | $4,756,000 | -18.1% | 16,603 | -3.3% | 2.05% | -1.6% |
| ANTM | Sell | ANTHEM INC | $4,612,000 | -5.3% | 17,559 | -1.2% | 1.99% | +13.9% |
| CRM | Sell | SALESFORCE COM INC | $4,542,000 | -15.8% | 33,164 | -2.2% | 1.96% | +1.3% |
| MAA | New | MID AMER APT CMNTYS INC | $4,509,000 | – | 47,116 | +100.0% | 1.95% | – |
| MKL | Sell | MARKEL CORP | $4,465,000 | -14.2% | 4,301 | -1.8% | 1.93% | +3.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $4,444,000 | -28.5% | 35,170 | -1.7% | 1.92% | -14.0% |
| HON | Sell | HONEYWELL INTL INC | $4,352,000 | -21.6% | 32,939 | -1.2% | 1.88% | -5.7% |
| VFC | Sell | V F CORP | $4,333,000 | -27.0% | 60,731 | -4.4% | 1.87% | -12.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $4,247,000 | -9.1% | 18,976 | -0.9% | 1.83% | +9.3% |
| EQR | New | EQUITY RESIDENTIALsh ben int | $4,231,000 | – | 64,101 | +100.0% | 1.83% | – |
| KR | Sell | KROGER CO | $4,181,000 | -7.6% | 152,051 | -2.2% | 1.80% | +11.1% |
| ROST | Sell | ROSS STORES INC | $4,119,000 | -18.1% | 49,504 | -2.5% | 1.78% | -1.6% |
| UHS | Sell | UNIVERSAL HLTH SVCS INCcl b | $4,099,000 | -10.8% | 35,166 | -2.2% | 1.77% | +7.3% |
| LSI | New | LIFE STORAGE INC | $4,080,000 | – | 43,876 | +100.0% | 1.76% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $4,074,000 | -5.0% | 48,445 | -0.8% | 1.76% | +14.2% |
| VMW | Sell | VMWARE INC | $4,064,000 | -13.5% | 29,633 | -1.6% | 1.75% | +3.9% |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $3,971,000 | – | 46,634 | +100.0% | 1.71% | – |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,880,000 | -16.6% | 3,747 | -3.9% | 1.68% | +0.2% |
| SCI | Sell | SERVICE CORP INTL | $3,651,000 | -10.7% | 90,676 | -2.0% | 1.58% | +7.3% |
| SYY | Buy | SYSCO CORP | $3,559,000 | +19672.2% | 56,803 | +23469.7% | 1.54% | +25500.0% |
| ZTS | Sell | ZOETIS INCcl a | $3,404,000 | -7.9% | 39,799 | -1.4% | 1.47% | +10.8% |
| NKE | Sell | NIKE INCcl b | $3,365,000 | -14.6% | 45,383 | -2.4% | 1.45% | +2.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $3,354,000 | -13.9% | 16,465 | -0.7% | 1.45% | +3.6% |
| FTV | Sell | FORTIVE CORP | $3,333,000 | -23.1% | 49,266 | -4.3% | 1.44% | -7.5% |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $3,250,000 | – | 17,498 | +100.0% | 1.40% | – |
| TIF | Sell | TIFFANY & CO NEW | $3,232,000 | -41.7% | 40,148 | -6.6% | 1.40% | -29.9% |
| CIT | Sell | CIT GROUP INC | $3,146,000 | -28.9% | 82,208 | -4.1% | 1.36% | -14.5% |
| AGN | New | ALLERGAN PLC | $2,815,000 | – | 21,058 | +100.0% | 1.22% | – |
| EOG | New | EOG RES INC | $2,660,000 | – | 30,498 | +100.0% | 1.15% | – |
| CI | New | CIGNA CORP NEW | $2,117,000 | – | 11,145 | +100.0% | 0.91% | – |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $1,342,000 | +4870.4% | 22,478 | +5634.2% | 0.58% | +5690.0% |
| VOO | Buy | VANGUARD INDEX FDS | $1,225,000 | -4.1% | 5,332 | +11.4% | 0.53% | +15.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $983,000 | -13.9% | 16,728 | -0.4% | 0.42% | +3.4% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $825,000 | +48.4% | 9,535 | +63.3% | 0.36% | +78.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $804,000 | -31.6% | 12,973 | -16.9% | 0.35% | -17.8% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $698,000 | +9.7% | 10,835 | +33.6% | 0.30% | +32.0% |
| NRG | Buy | NRG ENERGY INC | $603,000 | +9.4% | 15,232 | +3.4% | 0.26% | +31.3% |
| RL | Buy | RALPH LAUREN CORPcl a | $511,000 | -21.3% | 4,937 | +4.7% | 0.22% | -5.2% |
| TRIP | Buy | TRIPADVISOR INC | $499,000 | +20.2% | 9,254 | +14.0% | 0.22% | +44.3% |
| NTAP | Buy | NETAPP INC | $479,000 | -29.6% | 8,023 | +1.3% | 0.21% | -15.2% |
| TSCO | Buy | TRACTOR SUPPLY CO | $462,000 | -4.5% | 5,537 | +4.0% | 0.20% | +14.4% |
| TSS | Buy | TOTAL SYS SVCS INC | $444,000 | -14.3% | 5,456 | +4.0% | 0.19% | +3.2% |
| KSS | Buy | KOHLS CORP | $436,000 | -7.6% | 6,575 | +3.8% | 0.19% | +11.2% |
| AES | Buy | AES CORP | $435,000 | +8.5% | 30,072 | +5.0% | 0.19% | +30.6% |
| VRSN | Buy | VERISIGN INC | $434,000 | -3.3% | 2,928 | +4.4% | 0.19% | +16.1% |
| AJG | Buy | GALLAGHER ARTHUR J & CO | $432,000 | +4.1% | 5,867 | +5.2% | 0.19% | +24.8% |
| MKC | Buy | MCCORMICK & CO INC | $432,000 | +11.3% | 3,103 | +5.3% | 0.19% | +33.8% |
| SCG | New | SCANA CORP NEW | $427,000 | – | 8,936 | +100.0% | 0.18% | – |
| URBN | Buy | URBAN OUTFITTERS INC | $426,000 | -15.3% | 12,835 | +4.4% | 0.18% | +1.7% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $420,000 | -22.2% | 17,618 | -10.1% | 0.18% | -6.7% |
| CF | Buy | CF INDS HLDGS INC | $414,000 | -16.4% | 9,520 | +4.7% | 0.18% | +0.6% |
| MOS | Buy | MOSAIC CO NEW | $409,000 | -6.0% | 14,012 | +4.7% | 0.18% | +13.5% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $410,000 | -27.7% | 4,138 | -14.4% | 0.18% | -13.2% |
| PKI | Buy | PERKINELMER INC | $411,000 | -15.3% | 5,232 | +5.0% | 0.18% | +1.7% |
| XYL | Buy | XYLEM INC | $407,000 | -11.7% | 6,094 | +5.6% | 0.18% | +6.0% |
| FISV | Buy | FISERV INC | $408,000 | -6.6% | 5,549 | +4.7% | 0.18% | +12.1% |
| FL | Buy | FOOT LOCKER INC | $403,000 | +11.3% | 7,569 | +6.6% | 0.17% | +33.8% |
| HCP | Buy | HCP INC | $401,000 | +12.0% | 14,353 | +5.6% | 0.17% | +34.1% |
| KIM | New | KIMCO RLTY CORP | $398,000 | – | 27,167 | +100.0% | 0.17% | – |
| COO | Buy | COOPER COS INC | $398,000 | -3.4% | 1,563 | +5.0% | 0.17% | +16.2% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $393,000 | -3.0% | 5,775 | +4.8% | 0.17% | +17.2% |
| HRS | Buy | HARRIS CORP DEL | $394,000 | -16.9% | 2,924 | +4.4% | 0.17% | 0.0% |
| DISCA | Buy | DISCOVERY INC | $387,000 | -19.0% | 15,623 | +4.6% | 0.17% | -2.9% |
| RHI | Buy | ROBERT HALF INTL INC | $384,000 | -15.2% | 6,706 | +4.2% | 0.17% | +1.8% |
| NDAQ | Buy | NASDAQ INC | $382,000 | -0.8% | 4,689 | +4.5% | 0.16% | +19.6% |
| AAP | Sell | ADVANCE AUTO PARTS INC | $377,000 | -6.7% | 2,394 | -0.3% | 0.16% | +12.4% |
| UA | Buy | UNDER ARMOUR INCcl c | $375,000 | -13.2% | 23,212 | +4.5% | 0.16% | +4.5% |
| HSIC | Buy | SCHEIN HENRY INC | $372,000 | -2.4% | 4,737 | +5.8% | 0.16% | +17.5% |
| APH | Buy | AMPHENOL CORP NEWcl a | $374,000 | -9.2% | 4,619 | +5.5% | 0.16% | +8.8% |
| AIV | New | APARTMENT INVT & MGMT COcl a | $365,000 | – | 8,327 | +100.0% | 0.16% | – |
| GPN | Buy | GLOBAL PMTS INC | $361,000 | -14.5% | 3,497 | +5.6% | 0.16% | +2.6% |
| RSG | Buy | REPUBLIC SVCS INC | $354,000 | +5.4% | 4,908 | +6.2% | 0.15% | +26.4% |
| GPC | New | GENUINE PARTS CO | $354,000 | – | 3,682 | +100.0% | 0.15% | – |
| M | Buy | MACYS INC | $351,000 | -10.2% | 11,784 | +4.8% | 0.15% | +8.6% |
| LLL | Buy | L3 TECHNOLOGIES INC | $339,000 | -14.0% | 1,954 | +5.6% | 0.15% | +3.5% |
| WAT | Buy | WATERS CORP | $331,000 | +3.4% | 1,754 | +6.8% | 0.14% | +24.3% |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $329,000 | – | 2,452 | +100.0% | 0.14% | – |
| OKE | Buy | ONEOK INC NEW | $329,000 | -16.5% | 6,095 | +4.8% | 0.14% | +0.7% |
| FFIV | New | F5 NETWORKS INC | $321,000 | – | 1,981 | +100.0% | 0.14% | – |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $321,000 | +1.9% | 744 | +7.2% | 0.14% | +23.0% |
| FLS | Buy | FLOWSERVE CORP | $320,000 | -26.9% | 8,413 | +5.1% | 0.14% | -12.1% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $317,000 | +83.2% | 5,535 | +142.1% | 0.14% | +121.0% |
| VAR | Buy | VARIAN MED SYS INC | $316,000 | +8.2% | 2,793 | +7.0% | 0.14% | +29.5% |
| JWN | Buy | NORDSTROM INC | $311,000 | -17.1% | 6,683 | +6.5% | 0.13% | -0.7% |
| RMD | Buy | RESMED INC | $309,000 | +5050.0% | 2,710 | +5545.8% | 0.13% | +6550.0% |
| FRT | Buy | FEDERAL REALTY INVT TRsh ben int new | $305,000 | -0.3% | 2,585 | +7.0% | 0.13% | +20.0% |
| UDR | New | UDR INC | $306,000 | – | 7,722 | +100.0% | 0.13% | – |
| IQV | Buy | IQVIA HLDGS INC | $304,000 | -4.1% | 2,614 | +7.1% | 0.13% | +14.9% |
| BBY | Buy | BEST BUY INC | $303,000 | -29.9% | 5,718 | +5.1% | 0.13% | -15.5% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $303,000 | -3.8% | 14,688 | +6.6% | 0.13% | +15.9% |
| NVDA | Buy | NVIDIA CORP | $299,000 | -50.7% | 2,242 | +4.0% | 0.13% | -40.8% |
| O | New | REALTY INCOME CORP | $294,000 | – | 4,658 | +100.0% | 0.13% | – |
| FAST | Buy | FASTENAL CO | $291,000 | -3.6% | 5,560 | +6.7% | 0.13% | +16.7% |
| DRI | Buy | DARDEN RESTAURANTS INC | $293,000 | -3.9% | 2,932 | +7.0% | 0.13% | +14.5% |
| ETR | New | ENTERGY CORP NEW | $289,000 | – | 3,359 | +100.0% | 0.12% | – |
| CINF | New | CINCINNATI FINL CORP | $288,000 | – | 3,717 | +100.0% | 0.12% | – |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $287,000 | -17.1% | 3,087 | +6.1% | 0.12% | 0.0% |
| CLX | New | CLOROX CO DEL | $281,000 | – | 1,823 | +100.0% | 0.12% | – |
| CTXS | New | CITRIX SYS INC | $281,000 | – | 2,740 | +100.0% | 0.12% | – |
| J | New | JACOBS ENGR GROUP INC DEL | $279,000 | – | 4,778 | +100.0% | 0.12% | – |
| HFC | Buy | HOLLYFRONTIER CORP | $278,000 | -22.3% | 5,441 | +6.1% | 0.12% | -7.0% |
| JNPR | New | JUNIPER NETWORKS INC | $278,000 | – | 10,314 | +100.0% | 0.12% | – |
| K | New | KELLOGG CO | $276,000 | – | 4,836 | +100.0% | 0.12% | – |
| SNA | Buy | SNAP ON INC | $266,000 | -14.5% | 1,832 | +8.3% | 0.12% | +2.7% |
| COG | New | CABOT OIL & GAS CORP | $266,000 | – | 11,909 | +100.0% | 0.12% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $261,000 | – | 14,159 | +100.0% | 0.11% | – |
| IDTI | Sell | INTEGRATED DEVICE TECHNOLOGY | $259,000 | -8.5% | 5,338 | -11.4% | 0.11% | +9.8% |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $260,000 | – | 4,253 | +100.0% | 0.11% | – |
| MSCI | Sell | MSCI INC | $258,000 | -18.9% | 1,753 | -2.1% | 0.11% | -2.6% |
| ULTA | Buy | ULTA BEAUTY INC | $252,000 | +25100.0% | 1,030 | +20500.0% | 0.11% | – |
| SCZ | Sell | ISHARES TReafe sml cp etf | $249,000 | -21.9% | 4,811 | -6.2% | 0.11% | -7.0% |
| L100PS | New | ARCONIC INC | $242,000 | – | 14,341 | +100.0% | 0.10% | – |
| DECK | Sell | DECKERS OUTDOOR CORP | $242,000 | +0.8% | 1,888 | -6.8% | 0.10% | +20.9% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $237,000 | -15.4% | 783 | +2.9% | 0.10% | +1.0% |
| ITGR | Buy | INTEGER HLDGS CORP | $235,000 | -2.1% | 3,082 | +6.3% | 0.10% | +17.4% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $231,000 | +35.9% | 4,553 | +44.4% | 0.10% | +63.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $227,000 | -63.6% | 2,917 | -63.5% | 0.10% | -56.2% |
| CPRT | Sell | COPART INC | $224,000 | -17.6% | 4,692 | -11.1% | 0.10% | -1.0% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $224,000 | -11.5% | 1,080 | +5.5% | 0.10% | +6.6% |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $216,000 | +0.5% | 4,330 | 0.0% | 0.09% | +20.8% | |
| ENZL | Sell | ISHARES TRnew zealand etf | $214,000 | -11.2% | 4,658 | -6.2% | 0.09% | +5.7% |
| MOH | Buy | MOLINA HEALTHCARE INC | $209,000 | -17.4% | 1,796 | +5.6% | 0.09% | -1.1% |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $207,000 | – | 6,681 | +100.0% | 0.09% | – |
| DVA | Buy | DAVITA INC | $202,000 | -22.3% | 3,932 | +8.2% | 0.09% | -6.5% |
| EWQ | Sell | ISHARES INCmsci france etf | $199,000 | -21.0% | 7,522 | -6.2% | 0.09% | -4.4% |
| THG | Buy | HANOVER INS GROUP INC | $195,000 | +0.5% | 1,671 | +6.1% | 0.08% | +20.0% |
| EWN | Sell | ISHARES INCmsci netherl etf | $195,000 | -18.4% | 7,431 | -6.1% | 0.08% | -2.3% |
| LPLA | Buy | LPL FINL HLDGS INC | $193,000 | 0.0% | 3,161 | +5.6% | 0.08% | +20.3% |
| EFNL | Sell | ISHARES TRmsci finland etf | $192,000 | -19.7% | 5,393 | -6.2% | 0.08% | -3.5% |
| SAM | Buy | BOSTON BEER INCcl a | $187,000 | -11.8% | 778 | +5.7% | 0.08% | +6.6% |
| EWS | Sell | ISHARES INCmsci singpor etf | $186,000 | -14.3% | 8,405 | -6.2% | 0.08% | +2.6% |
| ENOR | Sell | ISHARES TRmsci norway etf | $182,000 | -26.0% | 7,896 | -6.2% | 0.08% | -10.2% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $178,000 | +513.8% | 714 | +606.9% | 0.08% | +670.0% |
| DAR | Buy | DARLING INGREDIENTS INC | $149,000 | +5.7% | 7,729 | +5.6% | 0.06% | +25.5% |
| OFIX | Buy | ORTHOFIX MED INC | $148,000 | -3.9% | 2,822 | +6.2% | 0.06% | +16.4% |
| DLB | Buy | DOLBY LABORATORIES INC | $145,000 | -5.8% | 2,347 | +6.8% | 0.06% | +14.5% |
| TECH | Buy | BIO TECHNE CORP | $143,000 | -23.9% | 985 | +6.8% | 0.06% | -8.8% |
| TDC | TERADATA CORP DEL | $139,000 | +1.5% | 3,628 | 0.0% | 0.06% | +22.4% | |
| WWW | Buy | WOLVERINE WORLD WIDE INC | $139,000 | -13.7% | 4,354 | +5.6% | 0.06% | +3.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $140,000 | -48.1% | 3,580 | -43.2% | 0.06% | -38.1% |
| MANT | Buy | MANTECH INTL CORPcl a | $139,000 | -11.5% | 2,657 | +7.1% | 0.06% | +7.1% |
| CLI | New | MACK CALI RLTY CORP | $136,000 | – | 6,958 | +100.0% | 0.06% | – |
| RGS | New | REGIS CORP MINN | $137,000 | – | 8,085 | +100.0% | 0.06% | – |
| POST | New | POST HLDGS INC | $137,000 | – | 1,534 | +100.0% | 0.06% | – |
| LTC | New | LTC PPTYS INC | $135,000 | – | 3,249 | +100.0% | 0.06% | – |
| AMCX | New | AMC NETWORKS INCcl a | $134,000 | – | 2,441 | +100.0% | 0.06% | – |
| BKE | Buy | BUCKLE INC | $132,000 | -10.8% | 6,809 | +5.7% | 0.06% | +7.5% |
| THS | TREEHOUSE FOODS INC | $130,000 | +5.7% | 2,563 | 0.0% | 0.06% | +27.3% | |
| GES | GUESS INC | $127,000 | -8.6% | 6,131 | 0.0% | 0.06% | +10.0% | |
| CUBE | CUBESMART | $126,000 | +0.8% | 4,397 | 0.0% | 0.05% | +20.0% | |
| NTGR | Buy | NETGEAR INC | $125,000 | -11.3% | 2,394 | +6.9% | 0.05% | +5.9% |
| CVX | CHEVRON CORP NEW | $121,000 | -11.0% | 1,113 | 0.0% | 0.05% | +6.1% | |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $121,000 | – | 1,233 | +100.0% | 0.05% | – |
| NUVA | New | NUVASIVE INC | $114,000 | – | 2,306 | +100.0% | 0.05% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $111,000 | -21.3% | 829 | -1.2% | 0.05% | -5.9% |
| ENV | ENVESTNET INC | $110,000 | -19.1% | 2,238 | 0.0% | 0.05% | -4.1% | |
| AEO | New | AMERICAN EAGLE OUTFITTERS NE | $104,000 | – | 5,377 | +100.0% | 0.04% | – |
| ANDE | New | ANDERSONS INC | $105,000 | – | 3,521 | +100.0% | 0.04% | – |
| BHC | New | BAUSCH HEALTH COS INC | $104,000 | – | 5,638 | +100.0% | 0.04% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $105,000 | – | 1,311 | +100.0% | 0.04% | – |
| EWM | Sell | ISHARES INCmsci mly etf new | $100,000 | -13.8% | 3,360 | -6.2% | 0.04% | +2.4% |
| HIFS | HINGHAM INSTN SVGS MASS | $99,000 | -10.0% | 500 | 0.0% | 0.04% | +10.3% | |
| AAPL | Buy | APPLE INC | $97,000 | -8.5% | 614 | +30.6% | 0.04% | +10.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $90,000 | +52.5% | 442 | +60.7% | 0.04% | +85.7% |
| TDW | New | TIDEWATER INC NEW | $79,000 | – | 4,152 | +100.0% | 0.03% | – |
| DOFSQ | DIAMOND OFFSHORE DRILLING IN | $68,000 | -52.8% | 7,218 | 0.0% | 0.03% | -44.2% | |
| XLC | New | SELECT SECTOR SPDR TR | $64,000 | – | 1,540 | +100.0% | 0.03% | – |
| CEO | Sell | CNOOC LTDsponsored adr | $62,000 | -27.1% | 405 | -6.2% | 0.03% | -12.9% |
| ABBV | ABBVIE INC | $60,000 | -1.6% | 650 | 0.0% | 0.03% | +18.2% | |
| LOW | Buy | LOWES COS INC | $60,000 | +275.0% | 654 | +360.6% | 0.03% | +333.3% |
| GLD | SPDR GOLD TRUST | $55,000 | +7.8% | 450 | 0.0% | 0.02% | +33.3% | |
| SONY | Sell | SONY CORPsponsored adr | $56,000 | -26.3% | 1,170 | -6.2% | 0.02% | -11.1% |
| MSFT | Buy | MICROSOFT CORP | $55,000 | +89.7% | 537 | +113.1% | 0.02% | +140.0% |
| DEO | Sell | DIAGEO P L Cspon adr new | $54,000 | -5.3% | 378 | -6.2% | 0.02% | +15.0% |
| NICE | Sell | NICE LTDsponsored adr | $54,000 | -11.5% | 500 | -6.2% | 0.02% | +4.5% |
| INFY | New | INFOSYS LTDsponsored adr | $53,000 | – | 5,522 | +100.0% | 0.02% | – |
| JPM | Buy | JPMORGAN CHASE & CO | $53,000 | +152.4% | 542 | +188.3% | 0.02% | +187.5% |
| MRK | Buy | MERCK & CO INC | $50,000 | +212.5% | 653 | +186.4% | 0.02% | +266.7% |
| AMZN | Buy | AMAZON COM INC | $51,000 | +59.4% | 34 | +112.5% | 0.02% | +100.0% |
| USB | Buy | US BANCORP DEL | $51,000 | +537.5% | 1,118 | +621.3% | 0.02% | +633.3% |
| UNP | Buy | UNION PAC CORP | $51,000 | +142.9% | 369 | +186.0% | 0.02% | +175.0% |
| NEE | Buy | NEXTERA ENERGY INC | $50,000 | +177.8% | 288 | +161.8% | 0.02% | +266.7% |
| AMGN | New | AMGEN INC | $50,000 | – | 259 | +100.0% | 0.02% | – |
| PFE | Buy | PFIZER INC | $50,000 | +177.8% | 1,153 | +182.6% | 0.02% | +266.7% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $52,000 | +136.4% | 278 | +178.0% | 0.02% | +175.0% |
| V | Buy | VISA INC | $52,000 | +147.6% | 396 | +180.9% | 0.02% | +175.0% |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $49,000 | – | 1,286 | +100.0% | 0.02% | – |
| CP | Sell | CANADIAN PAC RY LTD | $49,000 | -21.0% | 276 | -6.1% | 0.02% | -4.5% |
| CSCO | New | CISCO SYS INC | $49,000 | – | 1,122 | +100.0% | 0.02% | – |
| EL | Buy | LAUDER ESTEE COS INCcl a | $48,000 | +182.4% | 369 | +215.4% | 0.02% | +250.0% |
| CME | Buy | CME GROUP INC | $48,000 | +242.9% | 253 | +197.6% | 0.02% | +320.0% |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $47,000 | – | 629 | +100.0% | 0.02% | – |
| COP | New | CONOCOPHILLIPS | $47,000 | – | 761 | +100.0% | 0.02% | – |
| ARLO | New | ARLO TECHNOLOGIES INC | $47,000 | – | 4,737 | +100.0% | 0.02% | – |
| ADBE | Buy | ADOBE INC | $46,000 | +119.0% | 205 | +159.5% | 0.02% | +150.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $46,000 | +155.6% | 185 | +172.1% | 0.02% | +233.3% |
| CNI | New | CANADIAN NATL RY CO | $45,000 | – | 613 | +100.0% | 0.02% | – |
| AXP | Buy | AMERICAN EXPRESS CO | $43,000 | +152.9% | 446 | +187.7% | 0.02% | +216.7% |
| BA | Buy | BOEING CO | $45,000 | +125.0% | 140 | +159.3% | 0.02% | +171.4% |
| DIS | Buy | DISNEY WALT CO | $45,000 | +164.7% | 409 | +176.4% | 0.02% | +216.7% |
| E | New | ENI S P Asponsored adr | $43,000 | – | 1,364 | +100.0% | 0.02% | – |
| XOM | EXXON MOBIL CORP | $43,000 | -18.9% | 625 | 0.0% | 0.02% | 0.0% | |
| MPC | Buy | MARATHON PETE CORP | $44,000 | +120.0% | 742 | +193.3% | 0.02% | +171.4% |
| NSC | New | NORFOLK SOUTHERN CORP | $45,000 | – | 304 | +100.0% | 0.02% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $43,000 | – | 742 | +100.0% | 0.02% | – |
| SHW | New | SHERWIN WILLIAMS CO | $44,000 | – | 112 | +100.0% | 0.02% | – |
| MDT | Buy | MEDTRONIC PLC | $44,000 | +193.3% | 480 | +220.0% | 0.02% | +280.0% |
| LAD | LITHIA MTRS INCcl a | $41,000 | -6.8% | 540 | 0.0% | 0.02% | +12.5% | |
| WMT | New | WALMART INC | $41,000 | – | 445 | +100.0% | 0.02% | – |
| ECL | New | ECOLAB INC | $42,000 | – | 288 | +100.0% | 0.02% | – |
| CSX | Buy | CSX CORP | $40,000 | +166.7% | 648 | +227.3% | 0.02% | +240.0% |
| NFLX | Buy | NETFLIX INC | $37,000 | +32.1% | 137 | +85.1% | 0.02% | +60.0% |
| T | Sell | AT&T INC | $26,000 | -16.1% | 896 | -3.7% | 0.01% | 0.0% |
| FB | Buy | FACEBOOK INCcl a | $26,000 | +100.0% | 200 | +153.2% | 0.01% | +120.0% |
| HD | Buy | HOME DEPOT INC | $23,000 | +43.8% | 132 | +67.1% | 0.01% | +66.7% |
| GE | GENERAL ELECTRIC CO | $23,000 | -32.4% | 3,000 | 0.0% | 0.01% | -16.7% | |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $24,000 | – | 981 | +100.0% | 0.01% | – |
| INTC | Buy | INTEL CORP | $21,000 | +90.9% | 443 | +82.3% | 0.01% | +125.0% |
| CNC | New | CENTENE CORP DEL | $20,000 | – | 176 | +100.0% | 0.01% | – |
| PSX | Buy | PHILLIPS 66 | $21,000 | +23.5% | 245 | +64.4% | 0.01% | +50.0% |
| ATVI | New | ACTIVISION BLIZZARD INC | $21,000 | – | 461 | +100.0% | 0.01% | – |
| INTU | New | INTUIT | $21,000 | – | 109 | +100.0% | 0.01% | – |
| CAKE | CHEESECAKE FACTORY INC | $18,000 | -21.7% | 425 | 0.0% | 0.01% | 0.0% | |
| DNKN | New | DUNKIN BRANDS GROUP INC | $19,000 | – | 300 | +100.0% | 0.01% | – |
| RWR | New | SPDR SERIES TRUSTdj reit etf | $16,000 | – | 183 | +100.0% | 0.01% | – |
| HAS | HASBRO INC | $16,000 | -23.8% | 202 | 0.0% | 0.01% | -12.5% | |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $17,000 | – | 450 | +100.0% | 0.01% | – |
| XRT | Sell | SPDR SERIES TRUSTs&p retail etf | $15,000 | -25.0% | 362 | -6.9% | 0.01% | -14.3% |
| XPH | Buy | SPDR SERIES TRUSTs&p pharmac | $14,000 | +55.6% | 384 | +101.0% | 0.01% | +100.0% |
| GILD | New | GILEAD SCIENCES INC | $13,000 | – | 200 | +100.0% | 0.01% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $14,000 | – | 200 | +100.0% | 0.01% | – |
| TRP | TRANSCANADA CORP | $11,000 | -8.3% | 300 | 0.0% | 0.01% | +25.0% | |
| SPGI | S&P GLOBAL INC | $12,000 | -7.7% | 69 | 0.0% | 0.01% | 0.0% | |
| CMCSA | New | COMCAST CORP NEWcl a | $10,000 | – | 300 | +100.0% | 0.00% | – |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $10,000 | -23.1% | 202 | -9.8% | 0.00% | -20.0% |
| MPV | BARINGS PARTN INVSsh ben int | $7,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $8,000 | – | 160 | +100.0% | 0.00% | – |
| VEA | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $6,000 | -25.0% | 175 | 0.0% | 0.00% | 0.0% | |
| URTY | New | PROSHARES TRultr russl2000 | $6,000 | – | 130 | +100.0% | 0.00% | – |
| ALRM | ALARM COM HLDGS INC | $7,000 | -12.5% | 131 | 0.0% | 0.00% | 0.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $7,000 | -22.2% | 43 | 0.0% | 0.00% | 0.0% | |
| CDW | CDW CORP | $8,000 | -11.1% | 100 | 0.0% | 0.00% | 0.0% | |
| PBW | Sell | INVESCO EXCHANGE TRADED FD Twilderhil clan | $7,000 | -22.2% | 334 | -7.7% | 0.00% | 0.0% |
| NCR | NCR CORP NEW | $7,000 | -12.5% | 284 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $5,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| PBCT | PEOPLES UNITED FINANCIAL INC | $4,000 | -20.0% | 300 | 0.0% | 0.00% | 0.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $4,000 | -20.0% | 32 | 0.0% | 0.00% | 0.0% | |
| BHK | BLACKROCK CORE BD TR | $5,000 | 0.0% | 390 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INC | $5,000 | +25.0% | 54 | 0.0% | 0.00% | +100.0% | |
| AFL | New | AFLAC INC | $4,000 | – | 81 | +100.0% | 0.00% | – |
| PG | PROCTER AND GAMBLE CO | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $2,000 | – | 18 | +100.0% | 0.00% | – |
| IJR | ISHARES TRcore s&p scp etf | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| HES | HESS CORP | $3,000 | -50.0% | 84 | 0.0% | 0.00% | -50.0% | |
| JNJ | JOHNSON & JOHNSON | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| TFI | SPDR SER TRnuveen brc munic | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| MMC | New | MARSH & MCLENNAN COS INC | $3,000 | – | 41 | +100.0% | 0.00% | – |
| FTNT | New | FORTINET INC | $3,000 | – | 49 | +100.0% | 0.00% | – |
| BBT | BB&T CORP | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| BH | New | BIGLARI HLDGS INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| RF | REGIONS FINL CORP NEW | $3,000 | -25.0% | 210 | 0.0% | 0.00% | 0.0% | |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $2,000 | – | 50 | +100.0% | 0.00% | – |
| GLOB | GLOBANT S A | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| SLB | SCHLUMBERGER LTD | $0 | -100.0% | 12 | 0.0% | 0.00% | – | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $1,000 | 0.0% | 5 | 0.0% | 0.00% | – | |
| PM | PHILIP MORRIS INTL INC | $1,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
| PEP | PEPSICO INC | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| KMB | KIMBERLY CLARK CORP | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| SHY | New | ISHARES TR1 3 yr treas bd | $1,000 | – | 8 | +100.0% | 0.00% | – |
| TJX | Buy | TJX COS INC NEW | $1,000 | 0.0% | 26 | +100.0% | 0.00% | – |
| TGT | TARGET CORP | $1,000 | -50.0% | 19 | 0.0% | 0.00% | -100.0% | |
| DVY | ISHARES TRselect divid etf | $1,000 | -50.0% | 16 | 0.0% | 0.00% | -100.0% | |
| EMAN | New | EMAGIN CORP | $0 | – | 22 | +100.0% | 0.00% | – |
| DBEF | DBX ETF TRxtrack msci eafe | $1,000 | -50.0% | 50 | 0.0% | 0.00% | -100.0% | |
| KO | COCA COLA CO | $1,000 | 0.0% | 21 | 0.0% | 0.00% | – | |
| WFC | WELLS FARGO CO NEW | $1,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| BPY | New | BROOKFIELD PPTY PARTNERS L Punit ltd partn | $0 | – | 17 | +100.0% | 0.00% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $1,000 | – | 18 | +100.0% | 0.00% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -13 | -100.0% | 0.00% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -14 | -100.0% | 0.00% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -19 | -100.0% | 0.00% | – |
| ARE | Exit | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | -32 | -100.0% | -0.00% | – |
| SIVB | Exit | SVB FINL GROUP | $0 | – | -13 | -100.0% | -0.00% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -19 | -100.0% | -0.00% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | -36 | -100.0% | -0.00% | – |
| EEMV | Exit | ISHARES INCmin vol emrg mkt | $0 | – | -31 | -100.0% | -0.00% | – |
| RJF | Exit | RAYMOND JAMES FINANCIAL INC | $0 | – | -47 | -100.0% | -0.00% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -25 | -100.0% | -0.00% | – |
| KCE | Exit | SPDR SERIES TRUSTs&p cap mkts | $0 | – | -166 | -100.0% | -0.00% | – |
| DVMT | Exit | DELL TECHNOLOGIES INC | $0 | – | -67 | -100.0% | -0.00% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -45 | -100.0% | -0.00% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -52 | -100.0% | -0.00% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -87 | -100.0% | -0.01% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -29 | -100.0% | -0.01% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -162 | -100.0% | -0.01% | – |
| AET | Exit | AETNA INC NEW | $0 | – | -84 | -100.0% | -0.01% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -101 | -100.0% | -0.01% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -554 | -100.0% | -0.01% | – |
| OXY | Exit | OCCIDENTAL PETE CORP DEL | $0 | – | -244 | -100.0% | -0.01% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -161 | -100.0% | -0.01% | – |
| Y | Exit | ALLEGHANY CORP DEL | $0 | – | -60 | -100.0% | -0.01% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -248 | -100.0% | -0.02% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -358 | -100.0% | -0.02% | – |
| EPU | Exit | ISHARES TRmsci peru etf | $0 | – | -2,896 | -100.0% | -0.04% | – |
| CRAY | Exit | CRAY INC | $0 | – | -5,301 | -100.0% | -0.04% | – |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -2,009 | -100.0% | -0.04% | – |
| IVC | Exit | INVACARE CORP | $0 | – | -8,563 | -100.0% | -0.04% | – |
| LAZ | Exit | LAZARD LTD | $0 | – | -2,732 | -100.0% | -0.05% | – |
| GGG | Exit | GRACO INC | $0 | – | -2,966 | -100.0% | -0.05% | – |
| BYD | Exit | BOYD GAMING CORP | $0 | – | -4,348 | -100.0% | -0.05% | – |
| HXL | Exit | HEXCEL CORP NEW | $0 | – | -2,235 | -100.0% | -0.05% | – |
| EV | Exit | EATON VANCE CORP | $0 | – | -2,919 | -100.0% | -0.06% | – |
| SNV | Exit | SYNOVUS FINL CORP | $0 | – | -3,364 | -100.0% | -0.06% | – |
| BLKB | Exit | BLACKBAUD INC | $0 | – | -1,582 | -100.0% | -0.06% | – |
| NEOG | Exit | NEOGEN CORP | $0 | – | -2,572 | -100.0% | -0.07% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -13,586 | -100.0% | -0.09% | – |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -4,765 | -100.0% | -0.10% | – |
| MAT | Exit | MATTEL INC | $0 | – | -17,849 | -100.0% | -0.10% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -14,921 | -100.0% | -0.10% | – |
| FLR | Exit | FLUOR CORP NEW | $0 | – | -4,954 | -100.0% | -0.10% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -3,628 | -100.0% | -0.10% | – |
| NFX | Exit | NEWFIELD EXPL CO | $0 | – | -10,104 | -100.0% | -0.10% | – |
| SRCL | Exit | STERICYCLE INC | $0 | – | -5,033 | -100.0% | -0.11% | – |
| EFX | Exit | EQUIFAX INC | $0 | – | -2,281 | -100.0% | -0.11% | – |
| PVH | Exit | PVH CORP | $0 | – | -2,079 | -100.0% | -0.11% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -2,397 | -100.0% | -0.11% | – |
| KLAC | Exit | KLA-TENCOR CORP | $0 | – | -3,349 | -100.0% | -0.12% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC | $0 | – | -3,926 | -100.0% | -0.12% | – |
| FTI | Exit | TECHNIPFMC PLC | $0 | – | -11,173 | -100.0% | -0.12% | – |
| ZION | Exit | ZIONS BANCORPORATION | $0 | – | -6,926 | -100.0% | -0.12% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -3,809 | -100.0% | -0.13% | – |
| CBRE | Exit | CBRE GROUP INCcl a | $0 | – | -8,258 | -100.0% | -0.13% | – |
| CMA | Exit | COMERICA INC | $0 | – | -4,208 | -100.0% | -0.14% | – |
| AME | Exit | AMETEK INC NEW | $0 | – | -5,386 | -100.0% | -0.15% | – |
| ETFC | Exit | E TRADE FINANCIAL CORP | $0 | – | -8,350 | -100.0% | -0.16% | – |
| KORS | Exit | MICHAEL KORS HLDGS LTD | $0 | – | -6,634 | -100.0% | -0.16% | – |
| TXT | Exit | TEXTRON INC | $0 | – | -6,484 | -100.0% | -0.17% | – |
| EVHC | Exit | ENVISION HEALTHCARE CORP | $0 | – | -10,606 | -100.0% | -0.17% | – |
| FLIR | Exit | FLIR SYS INC | $0 | – | -13,733 | -100.0% | -0.30% | – |
| RYN | Exit | RAYONIER INC | $0 | – | -126,360 | -100.0% | -1.53% | – |
| MGA | Exit | MAGNA INTL INC | $0 | – | -83,162 | -100.0% | -1.57% | – |
| ESRX | Exit | EXPRESS SCRIPTS HLDG CO | $0 | – | -47,224 | -100.0% | -1.61% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -20,814 | -100.0% | -1.61% | – |
| MB | Exit | MINDBODY INC | $0 | – | -112,445 | -100.0% | -1.64% | – |
| WLK | Exit | WESTLAKE CHEM CORP | $0 | – | -55,056 | -100.0% | -1.64% | – |
| FANG | Exit | DIAMONDBACK ENERGY INC | $0 | – | -34,121 | -100.0% | -1.66% | – |
| PX | Exit | PRAXAIR INC | $0 | – | -32,233 | -100.0% | -1.86% | – |
| ANSS | Exit | ANSYS INC | $0 | – | -41,076 | -100.0% | -2.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Teradata Corporation | 42 | Q3 2023 | 0.1% |
| NEXTERA ENERGY INC | 41 | Q3 2023 | 2.3% |
| Walt Disney Company | 41 | Q3 2023 | 2.0% |
| BERKSHIRE HATHAWAY INC DEL | 41 | Q3 2023 | 0.1% |
| Sealed Air Corporation | 41 | Q3 2023 | 0.2% |
| LITHIA MTRS INC | 41 | Q3 2023 | 0.1% |
| AT&T INC | 41 | Q3 2023 | 0.1% |
| The Cheesecake Factory Incorporated | 41 | Q3 2023 | 0.0% |
| NCR Corporation | 41 | Q3 2023 | 0.0% |
| CDW Corporation | 40 | Q3 2023 | 0.2% |
View CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-12 |
View CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.