NATIONAL INVESTMENT SERVICES INC /WI

data from 30/09/2019

Capitalization

$ 85.968 M -0.92 %

Average holding period

8 ans

Performance

$ 186.773 M 85 860.17 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in NATIONAL INVESTMENT SERVICES INC /WI

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2019/09/30 NEE NEXTERA ENERGY INC. 3.51% 3.019 M $ 12958 2016/09/30 399.271 K $ 14.14 %
2019/09/30 DLTR DOLLAR TREE STORES INC. 3.41% 2.931 M $ 25675 2017/06/30 112.661 K $ 3.79 %
2019/09/30 LH LABORATORY CORP OF AMER HOLDIN 3.26% 2.803 M $ 16684 2015/03/31 -125.066 K $ -4.07 %
2019/09/30 LKQ LKQ CORP. 3.19% 2.740 M $ 87114 2016/12/31 403.330 K $ 16.54 %
2019/09/30 BRK-B BERKSHIRE HATHAWAY INC CL B 3.02% 2.597 M $ 12483 2019/09/30 0.000 $ 0.00 %
2019/09/30 XEL XCEL ENERGY INC. 2.89% 2.487 M $ 38327 2016/12/31 221.539 K $ 9.18 %
2019/09/30 GPK GRAPHIC PACKAGING 2.84% 2.441 M $ 165490 2016/09/30 116.660 K $ 4.86 %
2019/09/30 HTA HEALTHCARE TRUST OF AMERICA IN 2.72% 2.341 M $ 79687 2019/09/30 0.000 $ 0.00 %
2019/09/30 RGLD ROYAL GOLD INC. 2.71% 2.328 M $ 18898 2019/09/30 0.000 $ 0.00 %
2019/09/30 VIRT VIRTU FINANCIAL 2.62% 2.255 M $ 137810 2016/12/31 -753.700 K $ -23.97 %
2019/09/30 SCHW CHARLES SCHWAB CORP 2.45% 2.108 M $ 50406 2018/12/31 57.467 K $ 2.66 %
2019/09/30 AWK AMERICAN WATER WORKS 2.34% 2.011 M $ 16185 2017/03/31 146.353 K $ 7.33 %
2019/09/30 AAP ADVANCE AUTO PARTS 2.32% 1.995 M $ 12060 2019/03/31 113.111 K $ 5.72 %
2019/09/30 DHR DANAHER CORP DEL COM 2.30% 1.980 M $ 13709 2011/09/30 8.755 K $ 0.30 %
2019/09/30 JPM JPMORGAN CHASE & CO COM 2.26% 1.945 M $ 16529 2011/09/30 70.768 K $ 3.59 %
2019/09/30 UHAL AMERCO 2.13% 1.828 M $ 4686 2018/03/31 57.897 K $ 3.15 %
2019/09/30 TMO THERMO FISHER SCIENTIFIC INC C 1.97% 1.692 M $ 5809 2011/09/30 -79.014 K $ -2.77 %
2019/09/30 WTR AQUA AMERICA 1.96% 1.688 M $ 37648 2018/06/30 158.117 K $ 9.59 %
2019/09/30 NOK NOKIA CORPORATION ADR 1.87% 1.610 M $ 318162 2018/12/31 10.184 K $ 0.60 %
2019/09/30 T AT&T INC. 1.77% 1.524 M $ 40273 2016/09/30 183.659 K $ 13.17 %
2019/09/30 HON HONEYWELL INTL INC. 1.74% 1.496 M $ 8842 2012/09/30 -72.043 K $ -4.36 %
2019/09/30 MPC MARATHON PETE CORP COM 1.72% 1.481 M $ 24380 2014/12/31 145.282 K $ 10.08 %
2019/09/30 TAP MOLSON COORS BREWING CO. 1.71% 1.468 M $ 25526 2017/12/31 32.334 K $ 2.12 %
2019/09/30 CCI CROWN CASTLE INTERNATIONAL COR 1.69% 1.457 M $ 10481 2016/09/30 98.510 K $ 6.82 %
2019/09/30 BAC BANK AMER CORP COM 1.65% 1.416 M $ 48557 2013/06/30 -12.877 K $ -0.86 %
2019/09/30 KR KROGER COMPANY 1.56% 1.340 M $ 51987 2016/09/30 226.815 K $ 19.25 %
2019/09/30 PNC PNC FINL SVCS GROUP INC COM 1.54% 1.321 M $ 9428 2011/09/30 6.504 K $ 0.26 %
2019/09/30 CVX CHEVRON CORP NEW COM 1.53% 1.318 M $ 11113 2018/09/30 -73.962 K $ -5.01 %
2019/09/30 JNJ JOHNSON & JOHNSON 1.34% 1.151 M $ 8900 2011/09/30 -94.700 K $ -7.16 %
2019/09/30 CRL CHARLES RIVER LABORATORIES 1.29% 1.107 M $ 8361 2018/06/30 -98.185 K $ -7.96 %
2019/09/30 DAL DELTA AIR LINES INC. 1.22% 1.051 M $ 18245 2015/06/30 -3.674 K $ -0.33 %
2019/09/30 OSPN ONESPAN INC 1.19% 1.026 M $ 70787 2018/06/30 35.704 K $ 3.53 %
2019/09/30 WY WEYERHAEUSER COMPANY 1.19% 1.022 M $ 36904 2016/09/30 50.464 K $ 4.94 %
2019/09/30 ULTA ULTA BEAUTY 1.14% 982.000 K $ 3917 2018/09/30 -377.583 K $ -25.86 %
2019/09/30 GMRE GLOBAL MEDICAL REIT INC. 1.13% 974.000 K $ 85396 2019/06/30 70.860 K $ 8.10 %
2019/09/30 CHCT COMMUNITY HEALTHCARE TRUST 1.07% 920.000 K $ 20648 2018/09/30 104.929 K $ 12.84 %
2019/09/30 SAND SANDSTORM GOLD LTD 1.04% 894.000 K $ 158490 2019/06/30 29.208 K $ 4.70 %
2019/09/30 CSV CARRIAGE SERVICES INC. 1.03% 884.000 K $ 43234 2019/06/30 77.218 K $ 9.31 %
2019/09/30 ELY CALLAWAY GOLF CO. 1.02% 876.000 K $ 45117 2018/12/31 94.305 K $ 12.12 %
2019/09/30 TGLS TECNOGLASS INC 0.98% 842.000 K $ 103589 2019/03/31 109.133 K $ 16.03 %
2019/09/30 MPAA MOTORCAR PARTS OF AMERICA INC. 0.94% 808.000 K $ 47798 2016/12/31 -181.789 K $ -17.62 %
2019/09/30 EA ELECTRONIC ARTS 0.89% 768.000 K $ 7847 2018/09/30 -25.754 K $ -3.03 %
2019/09/30 NOBLE ENERGY INC. 0.89% 767.000 K $ 34132 2016/03/31 2.179 K $ 0.27 %
2019/09/30 NWN NORTHWEST NATURAL HOLDINGS 0.88% 760.000 K $ 10652 2019/06/30 26.010 K $ 3.48 %
2019/09/30 EL ESTEE LAUDER COMPANIES INC. 0.84% 722.000 K $ 3629 2017/09/30 113.411 K $ 9.13 %
2019/09/30 WBA WALGREENS BOOTS ALLIANCE 0.83% 717.000 K $ 12972 2018/03/31 9.133 K $ 1.21 %
2019/09/30 NOMD NOMAD FOODS LTD 0.83% 714.000 K $ 34853 2019/03/31 -29.006 K $ -5.53 %
2019/09/30 CVCO CAVCO INDUSTRIES 0.83% 711.000 K $ 3700 2019/06/30 130.986 K $ 22.28 %
2019/09/30 RCKY ROCKY BRANDS 0.77% 666.000 K $ 20044 2019/06/30 116.692 K $ 21.14 %
2019/09/30 MHK MOHAWK INDS INC COM 0.74% 632.000 K $ 5092 2014/09/30 -144.628 K $ -18.06 %
2019/09/30 EZPW EZCORP INC. 0.73% 631.000 K $ 97690 2018/03/31 -308.050 K $ -32.98 %
2019/09/30 MG MISTRAS GROUP 0.72% 618.000 K $ 37706 2018/03/31 66.938 K $ 12.24 %
2019/09/30 THG HANOVER INSURANCE GROUP 0.71% 608.000 K $ 4487 2019/03/31 37.721 K $ 6.50 %
2019/09/30 OLLI OLLIE'S BARGAIN OUTLET HOLDING 0.71% 608.000 K $ 10363 2018/12/31 -92.894 K $ -31.38 %
2019/09/30 NWE NORTHWESTERN CORP 0.66% 571.000 K $ 7614 2017/12/31 24.732 K $ 4.46 %
2019/09/30 NLSN NIELSON HOLDINGS 0.66% 564.000 K $ 26548 2019/03/31 -32.477 K $ -5.13 %
2019/09/30 MSEX MIDDLESEX WATER COMPANY 0.64% 546.000 K $ 8411 2018/03/31 47.515 K $ 9.45 %
2019/09/30 HNGR HANGER INC. 0.61% 524.000 K $ 25725 2019/09/30 0.000 $ 0.00 %
2019/09/30 SPB SPECTRUM BRANDS HOLDINGS INC 0.60% 518.000 K $ 9817 2018/09/30 -1.782 K $ -0.33 %
2019/09/30 AVD AMERICAN VANGUARD 0.59% 511.000 K $ 32531 2019/03/31 7.876 K $ 1.56 %
2019/09/30 HEAR TURTLE BEACH CORP. 0.57% 491.000 K $ 42039 2019/03/31 2.532 K $ 0.52 %
2019/09/30 FIZZ NATIONAL BEVERAGE CORP. 0.56% 478.000 K $ 10772 2018/03/31 -9.129 K $ -1.88 %
2019/09/30 AIRG AIRGAIN INC. 0.55% 475.000 K $ 40406 2019/09/30 0.000 $ 0.00 %
2019/09/30 PCTI PCTEL, INC. 0.55% 470.000 K $ 55994 2019/09/30 0.000 $ 0.00 %
2019/09/30 AHH ARMADA HOFFLER PROPERTIES 0.52% 446.000 K $ 24629 2019/03/31 37.269 K $ 9.07 %
2019/09/30 BDN BRANDYWINE REALTY TRUST 0.42% 364.000 K $ 24046 2018/03/31 17.862 K $ 5.16 %
2019/09/30 AMN AMN HEALTHCARE SERVICES 0.39% 338.000 K $ 5880 2017/09/30 20.129 K $ 6.29 %
2019/09/30 AMRK A-MARK PRECIOUS METALS 0.38% 324.000 K $ 26902 2019/09/30 0.000 $ 0.00 %
2019/09/30 EHTH EHEALTH 0.37% 318.000 K $ 4765 2018/06/30 -160.003 K $ -25.32 %
2019/09/30 LNDC LANDEC 0.36% 308.000 K $ 28314 2018/03/31 34.103 K $ 12.82 %
2019/09/30 DOLLAR GENERAL 0.34% 295.000 K $ 1856 2019/06/30 43.502 K $ 17.54 %
2019/09/30 BGS B & G FOODS 0.32% 272.000 K $ 14398 2015/12/31 -24.484 K $ -8.13 %
2019/09/30 LQDT LIQUIDITY SERVICES INC. 0.32% 271.000 K $ 36582 2019/03/31 53.615 K $ 23.94 %
2019/09/30 PZN PZENA ASSET MANAGEMENT 0.29% 247.000 K $ 27730 2018/03/31 8.350 K $ 3.49 %
2019/09/30 PRIMO WATER INC. 0.29% 245.000 K $ 19966 2019/09/30 0.000 $ 0.00 %
2019/09/30 INDEPENDENCE CONTRACT DRILLING 0.27% 233.000 K $ 194082 2017/06/30 -74.019 K $ -24.03 %
2019/09/30 CTHR CHARLES AND COLVARD 0.09% 80.000 K $ 49211 2019/09/30 0.000 $ 0.00 %
2019/09/30 HCSG HEALTHCARE SERVICES GROUP, INC 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2019/09/30 CADE CADENCE BANCIRPORATION 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2019/09/30 BERKSHIRE HATHAWAY INC CL B 0.00% 0.000 $ 0 2017/06/30 0.000 $ 0.00 %
2019/09/30 EMR EMERSON ELECTRIC COMPANY 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2019/09/30 CBRL CRACKER BARREL OLD CTRY STORE 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2019/09/30 ARMK ARAMARK 0.00% 0.000 $ 0 2018/12/31 0.000 $ 0.00 %