| # | % | |||||
|---|---|---|---|---|---|---|
| 101 | AMERICAN EXPRESS CO | 3,173 | 248,000 | 0.03% | ||
| 102 | ISHARES TR | 2,841 | 244,000 | 0.03% | ||
| 103 | BOSTON PRIVATE FINANCIAL HLDGS INC (FORM BOSTON PRIVATE BANCORP INC) | 19,023 | 231,000 | 0.03% | ||
| 104 | PEOPLES UNITED FINANCIAL INC | 15,068 | 229,000 | 0.03% | ||
| 105 | KIMBERLY CLARK CORP | 2,113 | 226,000 | 0.03% | ||
| 106 | 3M CO | 1,348 | 222,000 | 0.03% | ||
| 107 | CATERPILLAR INC | 2,645 | 212,000 | 0.03% | ||
| 108 | SCHLUMBERGER LTD | 2,542 | 212,000 | 0.03% | ||
| 109 | ISHARES TR | 1,862 | 212,000 | 0.03% | ||
| 110 | BOEING CO | 1,372 | 206,000 | 0.02% | ||
| 111 | ISHARES RUSSELL 3000 ETF | 1,626 | 201,000 | 0.02% | ||
| 112 | HOME DEPOT INC | 1,773 | 201,000 | 0.02% | ||
| 113 | SCHWAB U.S. LARGE-CAP ETF | 4,036 | 200,000 | 0.02% | ||
| 114 | SEMLER SCIENTIFIC INC | 35,219 | 123,000 | 0.01% | ||
| 115 | SWIFT ENERGY CO | 20,500 | 44,000 | 0.01% | ||
| 116 | MCCLATCHY CO | 10,000 | 18,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-000980, filed 2015.05.06).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
