Back to 2017
Monthly Detail
July 2017
Monthly Return
+4.86%
Portfolio Value
$6.33M
Monthly Return
+4.86%
# Stocks
25
Holdings Shown
25
Portfolio Holdings
25 positions for the period 2017-06-30 to 2017-07-31.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| AMAT | Appld Matls Inc | NEW | $41.31 | $44.31 | $0.00 | +7.26% |
| KLXI | Klx Inc | NEW | $50.00 | $51.94 | $0.00 | +3.88% |
| MCHP | Microchip Tech | NEW | $77.18 | $80.05 | $0.00 | +3.72% |
| CBOE | Cboe Holdings | NEW | $91.40 | $94.53 | $0.00 | +3.42% |
| WDC | Western Digital | NEW | $88.60 | $84.99 | $0.00 | -4.07% |
| KLAC | Kla-Tencor Corp | NEW | $91.51 | $92.64 | $0.00 | +1.23% |
| MAR | Marriott Intl-A | NEW | $100.31 | $104.20 | $0.00 | +3.88% |
| LRCX | Lam Research | NEW | $141.43 | $159.48 | $0.00 | +12.76% |
| IPGP | Ipg Photonics | NEW | $145.10 | $152.41 | $0.00 | +5.04% |
| COHR | Coherent Inc | NEW | $224.99 | $264.97 | $0.00 | +17.77% |
| AVGO | Broadcom Ltd | NEW | $233.05 | $246.77 | $0.00 | +5.89% |
| REGN | Regeneron Pharm | NEW | $491.14 | $491.65 | $0.00 | +0.10% |
| KBH | Kb Home | NEW | $23.97 | $22.92 | $0.00 | -4.38% |
| CIEN | Ciena Corp | NEW | $25.02 | $25.75 | $0.00 | +2.92% |
| TDS | Telephone &Data | NEW | $27.75 | $28.44 | $0.00 | +2.49% |
| JBL | Jabil Circuit | NEW | $29.19 | $30.50 | $0.00 | +4.49% |
| HRB | Block H & R | NEW | $30.91 | $30.49 | $0.00 | -1.36% |
| CC | Chemours Compny | NEW | $37.92 | $47.62 | $0.00 | +25.58% |
| PGR | Progressive Cor | NEW | $44.09 | $47.14 | $0.00 | +6.92% |
| EV | Eaton Vance | NEW | $47.32 | $49.09 | $0.28 | +4.33% |
| BID | Sothebys | NEW | $53.67 | $56.66 | $0.00 | +5.57% |
| AGCO | Agco Corp | NEW | $67.39 | $72.13 | $0.00 | +7.03% |
| SNX | Synnex Corp | NEW | $119.96 | $118.89 | $0.25 | -0.68% |
| DE | Deere & Co | NEW | $123.59 | $128.31 | $0.00 | +3.82% |
| IT | Gartner Inc -A | NEW | $123.51 | $128.33 | $0.00 | +3.90% |
Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.